Many pharmaceutical companies have merged and reorganized, and their shares have been frozen!

On September 17, Jiangzhong Pharmaceutical issued an announcement that it intends to acquire 51% of Jincheng Hais Pharmaceutical Co.

Industry analysis believes that with the normalization of national procurement, the hospital market competition in the digestive field has become almost fierce.

At the same time, companies such as Weiming Pharmaceutical, Zixin Pharmaceutical, Hongri Pharmaceutical, SINBON Pharmaceutical, Kyrgyzstan Pharmaceutical Holdings, Xiangxue Pharmaceutical, Jingfeng Pharmaceutical and other companies have issued announcements recently.

M&A integration into keywords

The content of the announcement further introduces that Hays Pharmaceuticals is mainly engaged in the development of chemical drugs, focusing on therapeutic chemicals, with the production of biological preparations, oral solid preparations, small-volume injections, freeze-dried powder injections, capsules, granules and other dosage forms and raw materials drug production conditions; wherein the core products are "Beifeida" triple viable Bifidobacterium enteric-coated capsules, enteric-coated tablets sodium rabeprazole, hydrochloric acid bromide has a new injection, injection and the like voriconazole

It is worth noting that the OTC product "Befeida" Bifidobacterium triple viable enteric-coated capsules is a product of the National Basic Drug List and the National Medical Insurance List.

However, in contrast, chemical drug products such as rabeprazole sodium enteric-coated tablets, bromine hydrochloride for injection, and voriconazole for injection are facing considerable competition pressure from national and provincial centralized purchases in the hospital market.

Take the "Notice on Doing a Good Job in Filling in Related Drug Product Information" issued by the Pharmaceutical Procurement Platform of the Henan Provincial Public Resources Trading Center in August last year as an example.

  The industry generally believes that in the face of the reshuffle of the in-hospital market, mass procurement will further guide the concentration of market resources to large enterprises and leading enterprises.

  As the protagonist of this merger, Jiangzhong Pharmaceutical has strong strength in the out-of-hospital market.

  In the first half of this year, Dongyao Group and Shengjing Financial Holdings Group, the actual controllers of Northeast Pharmaceuticals, acquired shares from Fangda Steel, Fangsheng Pharmaceutical acquired the equity of Jiangxi Tengwangge Pharmaceutical Co.

The pressure on the capital chain has risen sharply

  On September 15, Weiming Pharmaceutical issued an announcement that all the shares of Shandong Weiming Biomedical Co.

  Regarding the reasons for the freezing, Weiming Group stated that it has not received the relevant notification documents and legal documents regarding the freezing, so it was unable to learn the specific reasons and details of the freezing waiting

  In fact, in the past three months, the number of pharmaceutical companies that have frozen stocks and bank accounts is not a few:  

  On June 19, Jilin Pharmaceutical Holding Group Co.

  On July 9, Guizhou Xinbang Pharmaceutical Co.

  On July 17, Tianjin Hongri Pharmaceutical Co.
, Ltd.
issued an announcement stating that it received a letter from Tianjin Datong Investment Group Co.
, Ltd.
, a shareholder holding more than 5% of the shares, and learned that its holdings of 48,683.
2098 shares of the company were waiting to be frozen.
The reason is that the Chase Group was forcibly frozen by the court due to contract disputes
.
  

  On August 31, Jilin Zixin Pharmaceutical Co.
, Ltd.
through the China Registration and Clearing Co.
, Ltd.
system inquiries, learned that the company’s controlling shareholder Dunhua Kangping Investment Co.
, Ltd.
held part of the company’s shares in the waiting list and has been subject to judicial approval.
Freeze 285,310,026 shares of the company, accounting for 22.
28% of the company's total share capital
.
  

  Industry insiders analyzed that with the normalization and deepening of policies such as national procurement, mass procurement, consistency evaluation, and drug approval reforms, the concentration of the pharmaceutical industry has continued to increase.
Focusing on innovation and upgrading high-quality development issues, companies are investing in capital.
The investment in this field will further widen the gap
.
  

  According to data from Menet.
com, 160 pharmaceutical companies have invested more than 50 million yuan in R&D in the first half of 2021, of which 98 pharmaceutical companies have invested more than 100 million yuan in R&D.
BeiGene, Hengrui, Zai Lab, Fosun, and China Biopharmaceutical 9 companies including Sinopharm, Shanghai Pharmaceuticals, GenScript, and Cinda exceed 1 billion yuan
.
Starting from the company's own positioning and strategy, choosing the right development direction has become one of the priority issues that pharmaceutical companies need to consider
.