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[Pharmaceutical Network Industry News] In March, the enthusiasm of fund institutions for research is still high
.
As of March 25, more than 300 listed companies have received attention from various institutions
.
Judging from the direction of institutional research, the pharmaceutical and biological sector is still a major direction for institutions to focus on.
Among them, Mindray Medical and Puluo Pharmaceutical are two pharmaceutical companies that have been investigated by more than 200 institutions
.
Mindray Medical: Investigated by 347 institutions From March 7th to March 11th, and from March 14th to March 18th, they were surveyed by institutions, involving a total of 613 participants from 347 institutions
.
Institutions mainly focus on the company's views on DRG/DIP, the current competitive landscape of developing countries, how the company can ensure the long-term growth of developing countries in the future, and the progress of medical treatment in overseas markets
.
Among them, in response to the DRG/DIP issue, the company believes that the implementation of DRG/DIP not only regulates the behavior of diagnosis and treatment, but also puts forward higher requirements for the diagnosis and treatment capabilities of medical institutions
.
Medical institutions are paying more and more attention to and improving their ability to spot and optimistic about the disease at one time
.
The premise of accurate diagnosis and treatment is accurate detection, not only in vitro diagnosis, but also the importance and value of diagnostic tests in medical imaging and other fields will be highlighted.
Even the diagnosis and treatment of many diseases requires in vitro diagnosis plus imaging and other combined diagnosis, so it is necessary to The clinical testing of the drug becomes more important under the DRG/DIP payment system
.
In order to ensure long-term growth in developing countries in the future, Mindray Medical has carried out far-reaching changes to the marketing system and management structure of the entire developing countries since 2020
.
Including the launch of a globally unified and efficient quotation system, an expense management evaluation system and an independent ordering system for dealers, and a comprehensive optimization and iteration of the business opportunity management system, this year will also strengthen the global warehouse network layout
.
Secondly, by copying the successful marketing management system in China, the unique competitiveness of domestic marketing, which is "finely sliced, thoroughly understood, and tightly tied", is applied in developing countries
.
For overseas markets, Mindray Medical believes that the market opportunities brought by developing countries to supplement their shortcomings in medical treatment in the future will be far greater than those of European countries
.
As a Chinese medical device company that has entered the World Bank procurement platform, Mindray will actively participate in the shortcoming projects in the future
.
With perfect multi-product solutions and IT solutions, as well as cost-effective advantages, Mindray will gain greater development opportunities in the overseas private hospital market in the future
.
Puluo Pharmaceutical: Over 200 institutional research companies On March 9, Puluo Pharmaceutical held a video conference, a total of 215 investment institutions participated, including E Fund, Xingzheng Global, GF, Bosera and other leading public offerings, and China Life Pension Insurance and other insurance funds, GSAM, PAG Investment and other leading foreign capital
.
On March 23, Puluo Pharmaceuticals released a record form of investor relations activities on March 22, 2022.
The institution mainly focuses on the disclosure time of the company's first quarterly report, how to improve the gross profit margin of APIs in the future, how to look forward to 2022, and future development.
focus
, etc.
The company is mainly engaged in raw materials, preparations, and pharmaceutical intermediates.
The 2021 annual report shows that the annual operating income is 8.
943 billion yuan, a year-on-year increase of 13.
49%
.
Among them, the CDMO business achieved revenue of 1.
394 billion yuan, a year-on-year increase of 43.
1%
.
The company replied to the agency that the slightly negative growth in overseas revenue was mainly affected by the epidemic, and the demand in the Indian market has weakened.
.
It is expected that in 2022, the company's three businesses will maintain a certain growth
.
At the same time, in the future, the company will focus on developing strategic varieties and CDMO business with advantages in cost, quality and technology
.
By increasing investment in research and development and projects, the company's core competitiveness has been continuously improved
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
As of March 25, more than 300 listed companies have received attention from various institutions
.
Judging from the direction of institutional research, the pharmaceutical and biological sector is still a major direction for institutions to focus on.
Among them, Mindray Medical and Puluo Pharmaceutical are two pharmaceutical companies that have been investigated by more than 200 institutions
.
Mindray Medical: Investigated by 347 institutions From March 7th to March 11th, and from March 14th to March 18th, they were surveyed by institutions, involving a total of 613 participants from 347 institutions
.
Institutions mainly focus on the company's views on DRG/DIP, the current competitive landscape of developing countries, how the company can ensure the long-term growth of developing countries in the future, and the progress of medical treatment in overseas markets
.
Among them, in response to the DRG/DIP issue, the company believes that the implementation of DRG/DIP not only regulates the behavior of diagnosis and treatment, but also puts forward higher requirements for the diagnosis and treatment capabilities of medical institutions
.
Medical institutions are paying more and more attention to and improving their ability to spot and optimistic about the disease at one time
.
The premise of accurate diagnosis and treatment is accurate detection, not only in vitro diagnosis, but also the importance and value of diagnostic tests in medical imaging and other fields will be highlighted.
Even the diagnosis and treatment of many diseases requires in vitro diagnosis plus imaging and other combined diagnosis, so it is necessary to The clinical testing of the drug becomes more important under the DRG/DIP payment system
.
In order to ensure long-term growth in developing countries in the future, Mindray Medical has carried out far-reaching changes to the marketing system and management structure of the entire developing countries since 2020
.
Including the launch of a globally unified and efficient quotation system, an expense management evaluation system and an independent ordering system for dealers, and a comprehensive optimization and iteration of the business opportunity management system, this year will also strengthen the global warehouse network layout
.
Secondly, by copying the successful marketing management system in China, the unique competitiveness of domestic marketing, which is "finely sliced, thoroughly understood, and tightly tied", is applied in developing countries
.
For overseas markets, Mindray Medical believes that the market opportunities brought by developing countries to supplement their shortcomings in medical treatment in the future will be far greater than those of European countries
.
As a Chinese medical device company that has entered the World Bank procurement platform, Mindray will actively participate in the shortcoming projects in the future
.
With perfect multi-product solutions and IT solutions, as well as cost-effective advantages, Mindray will gain greater development opportunities in the overseas private hospital market in the future
.
Puluo Pharmaceutical: Over 200 institutional research companies On March 9, Puluo Pharmaceutical held a video conference, a total of 215 investment institutions participated, including E Fund, Xingzheng Global, GF, Bosera and other leading public offerings, and China Life Pension Insurance and other insurance funds, GSAM, PAG Investment and other leading foreign capital
.
On March 23, Puluo Pharmaceuticals released a record form of investor relations activities on March 22, 2022.
The institution mainly focuses on the disclosure time of the company's first quarterly report, how to improve the gross profit margin of APIs in the future, how to look forward to 2022, and future development.
focus
, etc.
The company is mainly engaged in raw materials, preparations, and pharmaceutical intermediates.
The 2021 annual report shows that the annual operating income is 8.
943 billion yuan, a year-on-year increase of 13.
49%
.
Among them, the CDMO business achieved revenue of 1.
394 billion yuan, a year-on-year increase of 43.
1%
.
The company replied to the agency that the slightly negative growth in overseas revenue was mainly affected by the epidemic, and the demand in the Indian market has weakened.
.
It is expected that in 2022, the company's three businesses will maintain a certain growth
.
At the same time, in the future, the company will focus on developing strategic varieties and CDMO business with advantages in cost, quality and technology
.
By increasing investment in research and development and projects, the company's core competitiveness has been continuously improved
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
