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    Home > Active Ingredient News > Drugs Articles > Listed pharmaceutical companies three-quarter report preview to see first! Some of the pre-happy companies were investigated by institutions.

    Listed pharmaceutical companies three-quarter report preview to see first! Some of the pre-happy companies were investigated by institutions.

    • Last Update: 2020-09-12
    • Source: Internet
    • Author: User
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    "Pharmaceutical Network Market Analysis" with listed companies have disclosed the 2020 semi-annual report, the first to disclose the three-quarter report of the enterprise also began to appear.
    according to incomplete statistics, up to now, at least 34 companies in Shanghai and Shenzhen have disclosed the results of the third quarter of 2020, of which 18 have "pre-happy" performance.
    From the industry (Shen Wan level), the three-quarter report "pre-happy" companies are mainly concentrated in electrical equipment (4), food and beverage (3), pharmaceutical biology (3), chemical (2), electronics (2) five industries.
    market pharmaceutical companies three-quarter report preview to see first! Some of the pre-happy companies by the agency research (source: pharmaceutical network) a group of pharmaceutical companies preempted the disclosure of the third quarter report on July 31, Enhua Pharmaceuticals issued a earnings forecast, the company expects the net profit attributable to shareholders of listed companies in January-September 2020 573 million to 677 million, a year-on-year change of 10.00% to 30.00%, the average net profit growth rate of the chemical pharmaceutical industry is 1.01%.
    the reasons for the change in net profit, the company said it was mainly due to the steady growth of revenue from the company's main business.
    July 15, 2020, The company forecast a net profit attributable to shareholders of listed companies of 135 million to 161 million yuan, a year-on-year change of 160.00% to 210.00%, the average net profit growth rate of the Chinese medicine industry is -10.58%.
    Company based on two reasons to make the above-mentioned forecast: First, seize the National Health Insurance Administration on the chronic disease medical insurance drug "long prescription" policy opportunities, the implementation of "incremental multiplification" incentive policy, focus on the advantages of resources to promote the four major single-family health insurance pillar product sales revenue growth;
    first half of this year, the net profit of Huahua Pharmaceuticals increased by more than 190% year-on-year.
    said on the interactive platform, the company based on market rules, the current sales situation, as well as the high morale of the sales team, combined with sales, production plans, goals, can make a clearer performance forecast.
    company now expects third-quarter net profit growth of 160%-210%, the forecast growth range has some flexibility.
    addition, Weikang Pharmaceuticals expects net profit of about RMB85.1 million to RMB93.5 million in the first three quarters of 2020, up 1.87% to 11.92% YoY.
    2019, the company achieved operating income of 642 million yuan, an increase of 11.1% year-on-year.
    net profit was RMB126 million, up 43.6% YoY.
    part of the "pre-happy" company by the agency research with the listed company in the third quarter of 2020 earnings forecast continued to expand, some "pre-happy" company or therefore by the agency research attention.
    , for example, in the past week of institutional research of listed companies, there is the figure of Huahua Pharmaceuticals.
    that institutional research stocks rose an average of 4.27 per cent last week, outperforming the broader market.
    , However, Waugh Pharmaceuticals fell more than 7%.
    August 7, 2020, Wohua Pharma disclosed information on its research activities on August 5, 2020, describing its operations in 2019 and the first half of 2020, as well as its forecast for net profit for the Period January-September 2020.
    also on the research institutions concerned about the whole terminal, the full model of the marketing system, the company's current investment agency policy, The advantages of The Heart of The Waugh and market competitiveness, the company's future development plans and other aspects of the content of the introduction.
    Wohua in the research report mentioned that the whole terminal, full-mode marketing system refers to the company currently adopted a professional clinical budget system to promote, investment agents, OTC retail three marketing models, at the same time in the grade hospitals, retail pharmacies, primary medical institutions have three major market terminals have a good development foundation, network coverage and team building, with a very in-depth layout.
    the advantages of Wohua heart tablets over other cardiovascular Chinese medicines are mainly reflected in high safety and have a unique "double-heart effect" two aspects.
    the national medical insurance category B varieties, the national list of essential drugs (2018 edition), the national protection of Chinese medicine varieties.
    in the protection of intellectual property rights, the variety formed a multi-level, multi-dimensional and more comprehensive intellectual property protection system.
    In addition, from the point of view of pharmaceutical industry policy, the new version of the Measures for the Administration of Drug Registration, which was implemented in July 2020, clearly stipulates that "the registration of Chinese medicine shall be classified according to the innovative Chinese medicine, the modified new chinese medicine, the ancient classic prescription Chinese medicine compound preparation, the same prescription medicine, etc.", while the Chinese medicine registration shall be classified according to the chinese medicine innovation medicine, the modified chinese medicine, the ancient classic prescription Chinese medicine compound preparation, the same prescription medicine, etc.", while the Chinese medicine The Special Provisions for the Registration and Administration of Medicines (Draft for Comments) clearly state that "Chinese medicine of the same name refers to the generic name, prescription, dosage form, functional treatment, usage and daily consumption of tablets the same as that of listed Chinese medicine, and is not less than the preparation of the listed Chinese medicine in terms of safety, effectiveness and quality control."
    " this policy or conducive to other products such as The Heart of The Waugh tablets to continue to maintain an advantageous position.
    in the industry, after the semi-annual report, the market's eyes will turn to the third quarter report.
    background, some three-quarter report pre-share increase or by the main funds sought after, at present may wish to moderate latent.
    , in the excavation of pre-added varieties at the same time, in addition to the value of pre-growth, but also need to value industry trends and growth continuity.
    the current policy environment in the pharmaceutical industry? Entering the third quarter, the pharmaceutical industry's series of policies are also continuing to advance, affecting the nerves of major pharmaceutical companies.
    the industry's attention is the third batch of volume purchases, which will open on August 20th.
    This collection involves 56 varieties, 86 product rules, compared with the previous two rounds of collection compared to the scale, in addition to the rules have changed, the third batch of collection cap 8 enterprises selected, compared to the second batch of collection, the winning enterprises to expand capacity.
    the impact this collection may have on pharmaceutical companies, the industry said, now the collection tends to normal, enterprises are not as panicked as before.
    "long prescription" policy for chronically ill medicines will continue to bring growth to some pharmaceutical companies.
    in accordance with the newly issued requirements of the National Health and Safety Commission, to encourage all regions to clearly issue long-term prescriptions of the disease catalogue, drug range and management system, followed by more provinces and cities will issue long-term prescription drug catalog.
    in the industry's view, under the long-prescription policy, drug use compliance will be increased, drugs included in the long-prescription list or ushered in incremental expectations, related enterprises will get good opportunities.
    as mentioned above, Waugh Pharmaceuticals mentioned in the announcement that it would benefit from the policy.
    but there are some pharmaceutical policies that could hit the market.
    , for example, the Interim Measures for the Administration of Essential Medical Insurance Drugs, which will be implemented on 1 September, make it clear that eight categories of medicines, such as tonics, health care products and vaccines, are not included in the catalogue.
    The implementation of this interim approach will further reshape China's pharmaceutical market, some clinical efficacy is not clear or non-therapeutic drugs will gradually be cleared out of the scope of medical insurance, the relevant pharmaceutical companies can no longer "blind touch."
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