Junshi openmarket market value of 150 billion, the use of "research and development" valuation;

Guide: Mid-year report gradually disclosed, pharmaceutical listed enterprises performance is good or bad! !----1.13 th.a.a.au at 1.13 This Week: Support Internet Healthcare! Encourage online purchases! 2Junshi open market value of 150 billion! The use of "research and development" valuation; 3.Baiji Shenzhou to create the largest equity financing in the biotechnology sector; 4listed pharmaceutical companies mid-year forecast into the climax stage; enterprise information Junshi opening market value of 150 billion! Using the "research and development" valuation on July 15, Junshi Bio officially landed on the board, opening up 290 percent, the market value exceeded 150 billion yuan, but from the opening has been downThe final gain was 172.43% at 151 yuan per share, with a market value of 131.7 billion yuanAt present, junshi bio has a total of 21 products in research, but only one product is on the market, namely PD-1 antibody Trepri monototagIn 2019, Junshi Bio achieved operating income of 775 million yuan, of which Trepri single resistance accounted for 774 million yuanCurrently, Therearesa has conducted more than 30 clinical studies worldwide, including 15 key registered clinical studiesThe valuation of "market capitalization/research and development costs" is no longer a precedent for the companyValuation is a compulsory course for each investorThe use of "market value / research and development costs" valuation method, is indeed a major innovation in the domestic capital marketBut at the same time, the risk of first pass also exists, the controllability is relatively reduced, the specific implementation effect, wait and see laterOn July 13th, Baiji Shenzhou, the largest equity financing in the biotechnology sector, announced a placement of 146 million new shares at $14.2308 per share, raising about $2.08 billion, making it the largest new equity raising for biotech companies in the history of global biopharmaceuticalsOn the 14th, Baiji Shenzhou new equity financing and business progress online media communication meeting was held, Baiji Shenzhou high-level including founderS O Leyqiang, Wang Xiaodong attended the meetingAt the meeting, Baiji Shenzhou high-level passed two of the most noteworthy news, "Baiji Shenzhou is expected to focus on THE TIGIT project" and "Baiji Shenzhou or will return to A shares?" "Once a month!" Gao Yu this 10 billion fixed increase health yuan high-rise capital has come again! This object is a healthy yuan, the amount of 2.173 billion yuan, after the completion of the transaction, Gao Yu will be a strategic investor to hold 8% of the equity, the lock-up period of 18 monthsIt's too fast! It is less than a month since the last increase in the medical and pharmaceutical sectorOn June 18, Gao Yu participated in the fixed financing of 1.5 billion yuan of Guoporcelain materials as a strategic investor, and subscribed 645 million yuan, and the two sides will cooperate in the field of dental medicine This time, Gao has made five positive increases in the bio-medicine sector this year, all of which occurred after the february 14 thin-refinance new rules were announced Converted down, just once a month, so high-frequency trading, so that Gao Yu became this year's biopharmaceutical secondary market walking "flow package." Consino's IPO approval will welcome the first A-H vaccine shares on July 15, the CSRC issued a number of corporate companies, including Consino Bio Consinctbios was listed on the Hong Kong Stock Exchange in March 2019, meaning that if it goes public, it will become the first A-share "A-H" vaccine stock It is understood that, as the vaccine products have not yet been commercialized, in the reporting period did not achieve profitability, Consino Bio's IPO adopted the fifth set of listing standards According to the prospectus, in the first quarter ended March 31, 2020, Considine Bio achieved revenue of RMB4.03 million, up 605.1% YoY, and the net loss attributable to shareholders of the parent company was RMB23.103 million, down 48.94% YoY At present, The new crown vaccine industrialization base of Consino Bio is under construction, and the future production capacity is expected to be no less than 200 million doses The 1 billion yuan raised is intended for the expansion of new vaccine production capacity and research and development of new vaccine products, of which 550 million yuan will be used for the second phase of the production base, 150 million yuan will be used for vaccine research and development, 50 million yuan will be used for vaccine traceability, cold chain logistics system and information system construction, and another 250 million yuan will be used as supplementary working capital Shanghai Laishi: 2020 first half of the pre-increase net profit of 695 million to 745 million July 13, Shanghai Laishi issued a first-half 2020 earnings forecast, expected to the first half of 2020 attributable to shareholders of listed companies net profit of 695 to 745 million yuan, an increase of 68% to 80% YoY The announcement noted that Shanghai Leishi's first half of 2020 had a significant increase from a year earlier, mainly due to the completion of the transfer of 45% of The GDS shares under the target of a major asset restructuring on March 25, 2020, and the investment income of 45% of the investment ratio calculated since the transfer of GDS shares It is reported that GDS is a wholly-owned subsidiary of European blood products leader Kilifford, is a blood testing company specializing in immunotesting equipment and reagent production, its main business covers nucleic acid testing, immunoantigen and blood type testing in blood transfusion medicine According to the offering plan, the total number of shares issued in the transaction was 1.766 billion shares, with an issue price of 7.5 yuan per share, with a total transaction value of 13.2 billion yuan After the deal was completed, Kilifof held a 26.2% stake, making it the largest shareholder in Shanghai Murray: First half of 2020 pre-increase net profit of 9.85 billion - 10.67 billion July 15, Meirui Medical released the 2020 half-year results forecast shows: in the first half of 2020, Murray Medical achieved revenue of about 9.85 billion yuan -10.67 billion yuan, an increase of 20%-30% compared to 8.2 billion yuan in the same period last year, and a profit of about 3.27 billion yuan-3.51 billion yuan, an increase of 38%-48% compared to 2.37 billion yuan in the same period last year With the outbreak of the new crown epidemic in the world, the demand for portable color super and mobile DR of the monitor, ventilator, infusion pump and medical imaging line of Meirui Medical Life Information and Support Line increased significantly, especially on the pull of life information and support production line Johnson and Johnson: 2020 first-half revenue of $39 billion 16, Johnson and Johnson released the 2020 half-year results, Johnson and Johnson global revenue of $39,027 million, up -3.8% YoY, more than expected Revenue from the pharmaceutical business was $21.886 billion, up 5.4% YoY, while consumer health revenue was $6.921 billion, up 0.9% YoY, and the medical device business performed poorly, with revenues of $10.22 billion, up -21.1% YoY, the worst decline in recent years In the first half of 2020, while Johnson and Johnson's medical device business was weak, the pharmaceutical business (-5.4%) continued to maintain positive growth, with revenues of $21.886 billion In addition to cardiovascular and metabolic products, the other five products are key to the continued growth of The Johnson and Johnson Pharmaceuticals business Pharmaceutical: In the new crown vaccine sector, Johnson and Johnson announced in early April that its subsidiary, Jansen Pharmaceuticals, in partnership with the U.S Bureau of Advanced Research and Development in Biomedical Sciences, has invested more than $1 billion in COVID-19 vaccine development, committing to 1 billion doses of the vaccine worldwide U.S pharmaceutical company EBS also recently announced that it has signed a five-year contract with Johnson and Johnson to produce the ingredients needed for the new coronavirus candidate vaccine Kanglonghua: Expected revenue in the first half of 2020 year-on-year growth of 28%-38% On the evening of July 16, Kanglonghuacheng announced that the company expects to achieve revenue of 2,095 million yuan to 2.258 billion yuan for the six months ended June 30, 2020, up from the same period last year 28%-38%; Net profit attributable to shareholders of listed companies was RMB451 million to RMB50 million, up 180%-210% YoY; Net profit attributable to shareholders of listed companies, net profit after non-recurring profit and loss, was RMB337 million to RMB385 million, up 116%-147% YoY Dong'a gum: First-half net profit is expected to decline 135%-151% YoY days ago, Dong'a Gum released the 2020 half-year results forecast shows that the company's first half-year net profit is still a loss According to the results of the results disclosed by Dong'a gum, the company expects to realize a net profit loss of 67.54 million to 98.41 million yuan in January-June this year, down 135%-151% year-on-year In the same period last year, Dong'a Gumshan made a profit of 19.296 million yuan Toling Pharmaceuticals earnings forecast: first-half net profit increased 50%-60% YoY On the evening of July 12, Yiling Pharmaceuticals disclosed the first half of the results forecast, the first half of the company realized the net profit attributable to shareholders of listed companies 682 million yuan to 728 million yuan, up 50%-60% YoY, basic earnings per share of 0.57 yuan / share - 0.60 yuan / share, continued the good growth momentum of the first quarter Huada Gene: The net profit for the half-year 2020 is expected to be RMB1.53 billion to RMB1.63 billion, up 673% to 723% YoY, and the net profit attributable to shareholders of listed companies is expected to be RMB1.53 billion to RMB1.63 billion in the first half of 2020, up 672.83% to 723.35% YoY Watson Bio: First-half net profit forecast 22% - 28% YoY on the evening of July 13, the first half net profit is expected to be 61 million yuan - 66 million yuan, down 22%-28% YoY During the reporting period, the company's vaccine project research and development costs and stock option incentive cost increased year-on-year Beida Pharmaceuticals: First-half net profit increased 55%-75% YoY On July 14th evening, it is expected that first-half net profit will be 135 million yuan -153 million yuan, up 55%-75% YoY During the reporting period, the company's products, Ektini sales, continued to release volume Ektinib has earned a good reputation in the market for non-small cell lung cancer (NSCLC) target drugs Yuheng Pharmaceuticals: It expects first-half net profit to increase by 179.83 percent to 192.75 percent on the evening of July 14, when it issued a first-half 2020 earnings forecast, and is expected to achieve a net profit attributable to shareholders of listed companies of 650 million yuan to 680 million yuan, up 179.83 percent to 192.75 percent year-on-year The company made a profit of 232 million yuan in the same period last year Unnamed Medicine: Expected loss in the first half of 2020 rmb66.6543 million - 99.9815 million yuan on the evening of July 14, the company expects to realize the net profit loss attributable to shareholders of listed companies in the first two quarters of 2020 666.6543 million yuan to 99.9815 million yuan, a profit of 25.6553 million yuan in the same period last year The underlying earnings per share are expected to be loss of about 0.10 yuan to 0.15 yuan in the first two quarters of 2020 The main reason is that during the reporting period, the company's operating activities were seriously affected by the outbreak of new crown pneumonia, resulting in a decline in the company's performance Red Day Pharmaceuticals: Net profit was RMB315 million -385 million yuan, with a year-on-year change of -10% to 10% On July 15th, Red Day Pharmaceuticals released its 2020 half-year results forecast Despite the steady growth in blood net injection sales, medical equipment domestic and foreign orders surge, other sectors are still affected by the epidemic, blood must be net sales can not offset the impact of the epidemic As a result, net profit attributable to shareholders of listed companies is expected to be RMB315 million to RMB385 million, with a year-on-year change of -10% to 10% Note: The above is only the content of this week's mid-year forecast of some pharmaceutical listed enterprises, more enterprise swerify data continue to follow up Government news health care committee: grass-roots community terminal changes, the future will be the focus of July 13, the National Health and Health Commission Primary Health And Health Division hung the network "National Health and Health Commission on the overall promotion of community hospital construction notice" (hereinafter referred to as "Notice"), for the current effective supply of China's medical and health services overall shortage, the relatively weak capacity of primary health care services pain point, in order to enhance the capacity of primary health care services for the grasp, and further promote the construction of a hierarchical diagnosis and treatment system The Notice emphasizes the need to highlight the key points and pay close attention to the improvement of medical service capacity The national level requires the overall promotion of the construction of urban medical associations and county medical communities, and encourages community hospitals and higher-level hospitals in urban medical associations to open joint wards That is to say, conditional community hospitals can take the lead in the formation of medical associations, to achieve sharing with higher hospital wards, medical resources further sinking, improve the quality of primary health care services Further adistance, community hospital medication will change Specifically, it is reflected in the remodeling of the drug structure of chronic diseases and the strengthening of early diagnosis and treatment ability In the field of chronic disease, traditional Chinese medicine in the cardiovascular field, respiratory disease sourcal disease sourcing drugs, skeletal muscle system disease medication and other fields have a dominant role In terms of early diagnosis and treatment, the responsibilities and tasks of primary care will be greatly strengthened in the future Thirteen ministries issued: support Internet medical! Encourage online purchases! On July 15, the National Development and Reform Commission, the National Health and Health Administration, the State Medical Security Administration and other 13 ministries jointly issued the Opinions on Supporting the Healthy Development of new modes of business to activate the consumer market to drive employment expansion (the "Opinion")," (the "Opinion"), and put forward a series of policy measures to focus on supporting new models of online services, actively promoting the development of Internet health care, and encouraging online drug purchase models The Opinions put forward the positive development of Internet medical treatment, the Internet to optimize the medical experience, create a new ecological health consumption, further strengthen the construction of intelligent hospitals, promote online appointment inspection and inspection, explore the inspection results, online prescription information and other mutual recognition system, explore the establishment and improvement of patient-led medical data sharing methods and systems, explore and improve the online medical dispute handling methods, and include eligible "Internet plus" medical services into the scope of medical insurance payment At the same time, standardize the promotion of chronic disease Internet follow-up, telemedicine, Internet health consulting and other models, support the platform in the fields of medical treatment, health management, old-age health and other fields of coordinated development, cultivate healthy consumption habits, promote the formation of high-quality life service elements supply system, encourage shared travel, online drug purchase, cultural tourism and other fields of product intelligent upgrading and business model innovation, the development of new ways of life consumption, cultivate online high-end brands Health and Health Commission issued: Prohibition of the volume of procurement monopoly July 15, the Shanghai Health and Health Commission, the Chinese Medicine Administration issued the "Shanghai Key Action Plan for Deepening Medical Reform (2020-2022)", the document for supplies management, centralized procurement model and other aspects of the planning Change point 1: supplies centralized procurement scope will be expanded, public hospitals operation of the new mechanism change point 2: primary health care will focus, medical union spread the point of change 3: health insurance, medical care, medicine linkage, use of consumables price space change point 4: new medical institutions, to deal with emergency change point 5: band procurement will be reformed, quality will be the key point of change 6: there will be a bargain ingenuity procurement pilot, no winning bid also has the opportunity to change point 7: encourage third party to participate in procurement, prevent the monopoly point 8 Increase sampling change point 9: establish price, credit evaluation system change point 10: high-value consumables catalog management, strictly prohibit department procurement change point 11: improve the price of medical equipment, new equipment should be put into clinical application change point 12: implement the DRG payment pilot, expand the pilot range market hot news 1356 hospitals 30 days must be returned July 14, the State Health Insurance Administration issued the "State Council Office on the promotion of medical security fund supervision system reform" Realize that all settlement data is online At the same time, it is necessary to comprehensively promote the reform of the relevant medical security system and deepen medical insurance.