The API industry has attracted much attention recently, and corporate dynamics are continuous

【Pharmaceutical Network Industry News】In the first three quarters of 2022, the overall performance of the API industry was eye-catching and showed full resilience
.
Zhongtai Securities said in the research report that based on the easing of disturbance factors and the acceleration of the harvest of new products and new production capacity of enterprises, it is believed that the current time sector is at the bottom of the cyclical attribute and on the eve of growth, the industry will usher in a new round of speed
shifting.
Recently, while the API industry has attracted much attention from the industry, the dynamics of industry enterprises are also continuous, which is related to product launch, base production, and obtaining overseas certificates, which shows the confidence
of enterprises in laying out the API track.
BrightPharma announced on the evening of November 17 that recently, BrightPharma (Suzhou) Co.
, Ltd.
, a wholly-owned subsidiary of the company, received the approval notice of the marketing application of "Pimecrolimus" chemical API issued by the state
.
The API will enrich the company's immunosuppressive API product pipeline, which will help the company expand the sales of
this variety.
Hanyu Pharmaceutical recently announced that the company's desmopressin acetate API received the CEP (European Pharmacopoeia Applicability Certification) certificate
issued by the European Medicines Quality Agency.
The drug belongs to the vasoconstriction drug of vasoactive drugs, which is used to treat central diabetes insipidus and postoperative hemostasis
.
Due to the rapid onset of action, long action time, small side effects of the drug, safe and reliable, it has become the first-line treatment for central diabetes insipidus, and as a new generation of peptide hemostatic drugs, desmopressin acetate not only has the effect of accelerating hemostasis, but also can well reduce the risk of thrombosis caused by traditional hemostatic drugs, which is safer and more effective
.
Hokuriku Pharmaceutical disclosed the record of investor relations activities on November 16, announcing that the first and second phases of its holding subsidiary Haichang Pharmaceutical's 850-ton iodine contrast agent API project have also been officially put into operation, and the production capacity is gradually being released
.
During the reporting period, the company's overseas market expansion business continued to advance, Haichang Pharmaceutical's overseas trade also gradually picked up, and a number of overseas orders have been signed in the second half of the year, which will become an important source of
the company's operating income this year.
Xintiandi Pharmaceutical officially landed on the ChiNext on November 16, the company originally planned to raise more than 500 million yuan, and finally overraised more than 200 million yuan, the raised funds will help greatly enhance the company's brand strength and inject strong momentum
into the development of the main business of D acid series.
At the same time, Xintiandi Pharmaceutical's "integrated" strategic plan to extend to APIs and CDMO is expected to open up greater growth space
.
In addition, there are pharmaceutical companies entering the field of
APIs.
For example, Nuotech Biotech announced on the evening of November 16 that the company intends to issue convertible bonds to unspecified objects to raise no more than 534 million yuan, and the funds raised are mainly invested in API manufacturing and green production improvement projects, and it intends to invest 210 million yuan to raise 210 million yuan; the project implementation period is 24 months
。 Zheshang Securities believes that the number of commercial varieties and life cycle combination of API companies may be an important driver for the company from "cycle" to "growth", and the advantages of most of China's API companies are still concentrated in large varieties with upstream scale advantages, and high-barrier varieties are still short boards, so it continues to be optimistic that Chinese API companies gradually get rid of the cyclical disturbance of upstream costs and other factors through variety upgrading and industrial chain extension, and the growth attribute is strengthened
。 Investment targets: from the perspective of industrial upgrading, Jianyou Shares, Jiuzhou Pharmaceutical, Puluo Pharmaceutical and other companies are recommended; From the perspective of variety layout, it is recommended to pay attention to the layout and growth potential
of companies such as Borui Pharmaceutical, Aurisco, and Nuotai Biotech on high-barrier varieties.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.