Ten listed companies in cro industry share nearly 10 billion market in the first half of 2018

Now, there are four months left before the deadline for 289 varieties to complete the conformity assessment required by the opinions on the quality and efficacy conformity assessment of generic drugs (Guo Fa ban [2016] No 8) In the past more than one year, cro industry has developed rapidly by the east wind of innovative drugs and consistency evaluation Yaomingkant returned to A-share as a unicorn According to statistics, the 10 cro companies listed in Zhongbao a share and H share have achieved a total revenue of 9.6 billion and a net profit of 2.25 billion, which can be described as a very fruitful growth; the top three top three accounted for 67.65% of the total revenue, and the net profit accounted for 77.34% of the total Table: in the first half of 2018, the performance of 10 cro companies, Wuxi apptec, issued the 2018 half year report, achieving a revenue of 4.409 billion yuan, an increase of 20.29% year on year, a net profit of 1.272 billion yuan, an increase of 71.31% year on year, and a net profit of 827 million yuan, an increase of 32.30% year on year In terms of sections, the company's laboratory services, clinical research and other cro services, and CMO / cdmo business in China have achieved rapid growth, while only the laboratory service revenue and profit contribution in the United States have declined in stages At the same time, the change of RMB exchange rate has a certain negative impact on the company's statements Yaoming bio, Yaoming bio, issued the 2018 half year report, with a revenue of 1.054 billion yuan, a year-on-year increase of 61.2%, a net profit attributable to the parent of 250 million yuan, a year-on-year increase of 170.7%, and an adjusted net profit of 408 million yuan, a year-on-year increase of 85.1% If we deduct foreign exchange gains and losses, listing expenses and equity incentive plan expenses of last year, the adjusted net profit will increase by 94.2% year on year to RMB 297 million As of June 30, 2018, the company's outstanding service orders increased by 27.4% year-on-year to US $419 million, while outstanding milestone payments increased significantly from US $33 million to US $1248 million At the same time, the company has also made significant achievements in projects from the pre ind stage to the post ind stage By June 30, 2018, there were 98 projects in the pre clinical development stage and 78 projects in the early clinical stage (stages I and II), 43 of which were added to the early stage The number of development projects in the late clinical stage (phase III) also increased from 6 to 10 Taige pharmaceutical issued the 2018 half year report, realizing a revenue of 1.033 billion yuan, a year-on-year increase of 38.99%, a net profit attributable to the parent of 219 million yuan, a year-on-year increase of 82.78%, and a net profit attributable to the parent after deducting non profits of 189 million yuan, a year-on-year increase of 80.90% The company's clinical trial technical service sector achieved a revenue of 500 million yuan, an increase of 50.94% year-on-year; the clinical research related consulting services achieved a revenue of 531 million yuan, an increase of 29.34% year-on-year It is worth mentioning that in the first half of the year, the domestic business income of the company was 534 million yuan, accounting for 51.76% from 43.16%, obviously benefiting from the rise of domestic drug research and development Kailaiying kailaiying issued the 2018 half year report, realizing revenue of RMB 758 million, a year-on-year increase of 37.38%, net profit attributable to the parent of RMB 157 million, a year-on-year increase of 25.53%, net profit attributable to the parent after deducting non profits of RMB 142 million, a year-on-year increase of 54.83% During the reporting period, the amount of commercial projects increased significantly, with a growth rate of 53.66% The proportion of commercial projects increased from 59.46% in the same period of last year to 65.22%, and the number of projects increased from 13 to 18; the number of clinical projects increased by 32.61% and the income increased by 20.24% year on year Recently, the company announced that it intends to IPO on the Hong Kong stock exchange to help the company to introduce projects, technical cooperation and enhance international influence by using the international platform of Hong Kong Kingsley (Note: the US dollar has been converted into RMB at the historical exchange rate) issued the 2018 half year report, realizing the operating revenue of US $112 million, a year-on-year increase of 77.0%, and the net profit attributable to the parent company of US $16 million, a year-on-year increase of 3.3% The company's revenue from life science services and products reached 74.6 million US dollars, a year-on-year increase of 27.1%; the revenue from synthetic biological products reached 7.2 million US dollars, a year-on-year increase of 53.2%; and the revenue recognized by cell therapy reached 30.4 million US dollars At the same time, the company first disclosed the pipeline under research of legendary biology The indications of the products under research include multiple myeloma (mm), non Hodgkin lymphoma (DLBCL), Hodgkin lymphoma (HL), acute lymphoid leukemia (all), acute myeloid leukemia (AML) and gastric cancer and glioblastoma in solid tumors The Asia Pacific pharmaceutical industry issued the 2018 half year report, achieving an operating revenue of 662 million yuan, up 33.88% year-on-year, a net profit attributable to the parent of 131 million yuan, up 29.27% year-on-year, and a net profit attributable to the parent after deducting non profits of 130 million yuan, up 34.22% year-on-year The company's main business is divided into pharmaceutical manufacturing and cro business In the first half of the year, the revenue of cro business was 341 million yuan, accounting for 51.53%, up 13.46% year-on-year In terms of breakdown, the revenue of preclinical research service was 184 million yuan, down 29.37% year-on-year; the revenue of clinical research service was 157 million yuan, up 293.10% year-on-year Boten stock issued the 2018 half year report, achieving an operating revenue of 510 million yuan, a year-on-year decrease of 14%; a net profit of 38.52 million yuan, a year-on-year decrease of 35.4%; and a net profit of 17.79 million yuan, a year-on-year decrease of 69.2% The company's CMO business is subject to the structural adjustment of two core varieties of Qiangsheng hypoglycemic drug kanalizine and Gilead hepatitis C drug suofebuvir, with a significant decline dragging down the company's performance The company's cro business realized sales revenue of 140 million yuan, accounting for 27% of the company's total sales revenue, an increase of about 136% over the same period last year Baihua Village (Huawei medicine) released the 2018 half year report, realizing the operating revenue of 220 million yuan, down 14.75% year on year, the net profit of 53.46 million yuan, up 21.22% year on year, and the net profit of 51.3 million yuan, up 18.70% year on year After the spin off, Huawei pharmaceutical achieved a revenue of 137 million yuan in the first half of the year, up 52.98% year on year Further split, including R & D service income (technology transfer, entrusted R & D, consistency evaluation) of 98.68 million yuan; clinical service business income of 36.78 million yuan Zhaoyan new drug issued the 2018 half year report, realizing an operating revenue of 135 million yuan, a year-on-year increase of 42.2%, a net profit of 22.44 million yuan, a year-on-year increase of 84.2%, and a net profit of 15.3 million yuan, a year-on-year increase of 82.3%, after deducting non profits The company mainly focuses on preclinical safety evaluation In the first half of the year, the growth rate of the business is obvious The newly signed contract of the company is 28% higher than that of 2017, and the orders in hand are about 850 million, up 42% year on year Boji Medicine issued the 2018 half year report, realizing a year-on-year increase of 40.13% in operating revenue of 76.42 million yuan, a year-on-year increase of 1149.63% in net profit of 5.74 million yuan, and a year-on-year increase of 1562.20% in net profit of 4.81 million yuan after deducting non profits In the first half of the year, the company's revenue from clinical research services was 46.36 million yuan, up 37.70% year-on-year, and the revenue from pre clinical research services was 16.02 million yuan, up 62.15% year-on-year The company's profitability gradually recovered, and the growth rate of net profit was mainly due to the low base effect of last year.