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Last Friday (February 25), the pharmaceutical sector performed well.
Among them, the CRO concept, medical equipment, ophthalmology, dentistry and other related sectors strengthened across the board
.
Among the individual stocks, A-share Tongce Medical, Foci Pharmaceutical, Jinyu Medical, and Tai'antang daily limit, Boten shares rose nearly 10%, Hanyu Pharmaceutical, Zhaoyan New Drug, Jiuzhou Pharmaceutical, etc.
rose more than 8%
.
Hong Kong stock WuXi Biologics rose more than 5%
.
The analysis believes that the high prosperity of the pharmaceutical outsourcing service (CXO) related industry chain has driven the rebound of the pharmaceutical and biological sector
.
According to Crunchbase data, in January 2022, the global and domestic pharmaceutical industry VC&PE investment and financing amounts were US$7.
729 billion and US$1.
072 billion respectively, up 10.
44% and 138.
28% year-on-year respectively, and the investment and financing of innovative drugs continued to grow
.
Many CXO leading companies have recently released announcements of good results, such as WuXi PharmaTech
.
The company disclosed its 2021 performance report on the evening of February 15.
In 2021, the company achieved a total operating income of 22.
902 billion yuan, a year-on-year increase of 38.
5%; the net profit attributable to shareholders of the listed company was 5.
097 billion yuan, a year-on-year increase of 72.
19%
.
In the afternoon of the same day, WuXi PharmaTech's A shares traded at the intraday limit
.
The next day, WuXi AppTec's A-share stock price rose straight up at the opening, rising by more than 6.
5% during the session.
As of the close on February 16, WuXi AppTec closed up 4.
16% at 97.
73 yuan per share, with a total market value of 288.
9 billion yuan
.
In addition, Asymchem expects revenue of 4.
505 billion yuan to 4.
662 billion yuan in 2021, a year-on-year increase of 43%-48%
.
Zheshang Securities analysis believes that the current CXO sector is generally at the bottom of historical valuations, but with the continuous external catalyst, the internal operation quality and the recognition of overseas major customers continue to improve prospects, the CXO market is optimistic
.
Now that March has started, many securities people have recently expressed that they will be optimistic about the pharmaceutical sector this month, and it is recommended to pay attention to the oversold rebound in the pharmaceutical and biological sector
.
CITIC Construction Investment stated in the research report that after the previous adjustment and digestion, the pressure on the high valuation of the pharmaceutical sector has been gradually released, and the recent rebound is in line with expectations. .
Optimistic about investment opportunities in life sciences and upstream industry chains in the short term, such as APIs, life sciences, upstream pharmaceutical industry chain, upstream equipment industry chain; as well as leading companies with internationalization capabilities to innovate pharmaceutical equipment, and integrated companies with strong internationalization capabilities in the CXO industry etc.
_ Guohai Strategy believes that looking forward to March, it is recommended to pay attention to the pharmaceutical and biological industry with high cost performance.
Its point of view is that the valuation of the pharmaceutical and biological sector has been at the absolute bottom after a year of correction.
As the centralized pharmaceutical procurement has become the norm The impact on the performance of the industry has gradually become clear, the multiple negative factors have gradually been cleared, and the oversold rebound has taken shape
.
Guohai Strategy pointed out in the report that there are three supporting factors for the pharmaceutical and biological sector: first, assisted reproductive technology services are included in Beijing medical insurance, and the included price is the same as the previous price; After going through the labor pain period, it has entered a stage of benign adjustment; thirdly, the approval of new Chinese medicines has been accelerated, and policies have supported the inheritance, innovation and development of traditional Chinese medicine
.
Guohai Securities said that the pressure on the pharmaceutical sector is still there, but it should also be noted that some individual stocks already have certain valuation advantages
.
In the long run, the growth of the pharmaceutical industry is guaranteed, which is a good track
.
In addition, Wanlian Securities pointed out that compared with other sub-sectors in the pharmaceutical sector, the prosperity of CXO is significantly higher
.
It is recommended to choose an opportunity to arrange the stocks whose valuations are adjusted in place
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
Among them, the CRO concept, medical equipment, ophthalmology, dentistry and other related sectors strengthened across the board
.
Among the individual stocks, A-share Tongce Medical, Foci Pharmaceutical, Jinyu Medical, and Tai'antang daily limit, Boten shares rose nearly 10%, Hanyu Pharmaceutical, Zhaoyan New Drug, Jiuzhou Pharmaceutical, etc.
rose more than 8%
.
Hong Kong stock WuXi Biologics rose more than 5%
.
The analysis believes that the high prosperity of the pharmaceutical outsourcing service (CXO) related industry chain has driven the rebound of the pharmaceutical and biological sector
.
According to Crunchbase data, in January 2022, the global and domestic pharmaceutical industry VC&PE investment and financing amounts were US$7.
729 billion and US$1.
072 billion respectively, up 10.
44% and 138.
28% year-on-year respectively, and the investment and financing of innovative drugs continued to grow
.
Many CXO leading companies have recently released announcements of good results, such as WuXi PharmaTech
.
The company disclosed its 2021 performance report on the evening of February 15.
In 2021, the company achieved a total operating income of 22.
902 billion yuan, a year-on-year increase of 38.
5%; the net profit attributable to shareholders of the listed company was 5.
097 billion yuan, a year-on-year increase of 72.
19%
.
In the afternoon of the same day, WuXi PharmaTech's A shares traded at the intraday limit
.
The next day, WuXi AppTec's A-share stock price rose straight up at the opening, rising by more than 6.
5% during the session.
As of the close on February 16, WuXi AppTec closed up 4.
16% at 97.
73 yuan per share, with a total market value of 288.
9 billion yuan
.
In addition, Asymchem expects revenue of 4.
505 billion yuan to 4.
662 billion yuan in 2021, a year-on-year increase of 43%-48%
.
Zheshang Securities analysis believes that the current CXO sector is generally at the bottom of historical valuations, but with the continuous external catalyst, the internal operation quality and the recognition of overseas major customers continue to improve prospects, the CXO market is optimistic
.
Now that March has started, many securities people have recently expressed that they will be optimistic about the pharmaceutical sector this month, and it is recommended to pay attention to the oversold rebound in the pharmaceutical and biological sector
.
CITIC Construction Investment stated in the research report that after the previous adjustment and digestion, the pressure on the high valuation of the pharmaceutical sector has been gradually released, and the recent rebound is in line with expectations. .
Optimistic about investment opportunities in life sciences and upstream industry chains in the short term, such as APIs, life sciences, upstream pharmaceutical industry chain, upstream equipment industry chain; as well as leading companies with internationalization capabilities to innovate pharmaceutical equipment, and integrated companies with strong internationalization capabilities in the CXO industry etc.
_ Guohai Strategy believes that looking forward to March, it is recommended to pay attention to the pharmaceutical and biological industry with high cost performance.
Its point of view is that the valuation of the pharmaceutical and biological sector has been at the absolute bottom after a year of correction.
As the centralized pharmaceutical procurement has become the norm The impact on the performance of the industry has gradually become clear, the multiple negative factors have gradually been cleared, and the oversold rebound has taken shape
.
Guohai Strategy pointed out in the report that there are three supporting factors for the pharmaceutical and biological sector: first, assisted reproductive technology services are included in Beijing medical insurance, and the included price is the same as the previous price; After going through the labor pain period, it has entered a stage of benign adjustment; thirdly, the approval of new Chinese medicines has been accelerated, and policies have supported the inheritance, innovation and development of traditional Chinese medicine
.
Guohai Securities said that the pressure on the pharmaceutical sector is still there, but it should also be noted that some individual stocks already have certain valuation advantages
.
In the long run, the growth of the pharmaceutical industry is guaranteed, which is a good track
.
In addition, Wanlian Securities pointed out that compared with other sub-sectors in the pharmaceutical sector, the prosperity of CXO is significantly higher
.
It is recommended to choose an opportunity to arrange the stocks whose valuations are adjusted in place
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
