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[Pharmaceutical Network Pharmaceutical Stock Market] Since the beginning of 2021, the stock prices of many companies in the CXO sector have performed well.
Among them, Proton and Zhaoyan New Drug have increased by nearly 100%, and Yaoshi Technology and Kanglong Chemical have increased by more than 50%
.
Since September, the sector has continued to be booming, with more than 90% of stocks rising by more than 10% within a month
.
On September 28, the CXO sector continued to rise.
As of press time, Sunshine Nuohe rose by more than 5.
83%, with a quotation of 160.
99 yuan, a turnover of 194 million, and a turnover rate of 7.
03%
.
According to the data, Sunshine Nuohe’s main business is to provide professional R&D outsourcing services for pharmaceutical companies, covering comprehensive R&D services in generic drug development, consistency evaluation and innovative drug development.
The services mainly include pharmaceutical research, clinical trials and biological research.
Analysis
.
The company's 2021 interim report shows that the company's main income is 224 million yuan, a year-on-year increase of 43.
94%; the net profit attributable to the parent is 58.
9652 million yuan, a year-on-year increase of 44.
35%
.
Jiuzhou Pharmaceutical rose by more than 4%, or 4.
26%, with a quotation of 55.
36 yuan, a turnover of 513 million, and a turnover rate of 1.
12%
.
On the news, Jiuzhou Pharmaceutical is mainly committed to providing one-stop CDMO services for innovative drug R&D and production for innovative drug companies and new drug R&D institutions at home and abroad; at the same time, it provides process technology innovation for global chemical raw materials and pharmaceutical intermediates.
and commercial production
.
On the news, on September 22, Jiuzhou Pharmaceutical announced that it planned to raise 30 million yuan to increase the capital of Siwei Pharmaceutical, the main body of the “Zhejiang Siwei Pharmaceutical Technology Co.
, Ltd.
Ten Billion Tablet Preparation Project (Phase I)”
.
It is reported that this time Jiuzhou Pharmaceutical intends to increase the capital of Siwei Pharmaceutical by 30 million yuan, the main body of the “Zhejiang Siwei Pharmaceutical Technology Co.
, Ltd.
Ten Billion Tablet Preparation Project (Phase I)”, for the construction of the fundraising project
.
After the completion of this capital increase, the registered capital of Siwei Pharmaceutical increased from 107.
45 million yuan to 110 million yuan, and the capital increase of 27.
4576 million yuan was included in the capital reserve.
Siwei Pharmaceutical is still a wholly-owned subsidiary of the company
.
In addition to Sunshine Novo and Jiuzhou Pharmaceutical, CRO concept stocks such as Haoyuan Pharmaceutical, Tigermed, Medicil, and Asymchem also rose
.
Southwest Securities analysis pointed out that, driven by cost advantages, overseas CXO production capacity continues to shift to China, and the rise of domestic innovative drugs further brings incremental space for the CXO industry.
It is expected that the performance of the CXO sector is expected to maintain rapid growth with high certainty.
Attention is recommended.
A platform-based CXO company with an integrated industrial chain layout
.
We recommend WuXi AppTec, small molecule CDMO Asymptote, Proton, Jiuzhou Pharmaceutical and Haoyuan Pharmaceutical, the leading companies that realize the integration of CRO+CDMO
.
Shanxi Securities suggested to continue to pay attention to the pharmaceutical sector.
The long-term high-speed growth logic of the sector remains unchanged.
Combined with profit expectations, the sector's valuation is at an extremely low level.
The sector will usher in the next wave of growth driven by consumption recovery.
Consumer medical sector
.
Ping An Securities believes that the policy direction of the pharmaceutical industry has been clear, and it is expected that it will still be in the stage of intensive promotion of industry policies for a considerable period of time in the future
.
The agency believes that one of the main lines of investment in the current pharmaceutical industry is innovation-driven clinical needs.
With the improvement of technical strength and the improvement of the approval environment, both the drug and device industries have ushered in the harvest period of independent innovation, and at the same time, CRO has been activated.
(pharmaceutical R&D outsourcing services), CMO (pharmaceutical production outsourcing services) and other related outsourcing industry chains
.
Among them, Proton and Zhaoyan New Drug have increased by nearly 100%, and Yaoshi Technology and Kanglong Chemical have increased by more than 50%
.
Since September, the sector has continued to be booming, with more than 90% of stocks rising by more than 10% within a month
.
On September 28, the CXO sector continued to rise.
As of press time, Sunshine Nuohe rose by more than 5.
83%, with a quotation of 160.
99 yuan, a turnover of 194 million, and a turnover rate of 7.
03%
.
According to the data, Sunshine Nuohe’s main business is to provide professional R&D outsourcing services for pharmaceutical companies, covering comprehensive R&D services in generic drug development, consistency evaluation and innovative drug development.
The services mainly include pharmaceutical research, clinical trials and biological research.
Analysis
.
The company's 2021 interim report shows that the company's main income is 224 million yuan, a year-on-year increase of 43.
94%; the net profit attributable to the parent is 58.
9652 million yuan, a year-on-year increase of 44.
35%
.
Jiuzhou Pharmaceutical rose by more than 4%, or 4.
26%, with a quotation of 55.
36 yuan, a turnover of 513 million, and a turnover rate of 1.
12%
.
On the news, Jiuzhou Pharmaceutical is mainly committed to providing one-stop CDMO services for innovative drug R&D and production for innovative drug companies and new drug R&D institutions at home and abroad; at the same time, it provides process technology innovation for global chemical raw materials and pharmaceutical intermediates.
and commercial production
.
On the news, on September 22, Jiuzhou Pharmaceutical announced that it planned to raise 30 million yuan to increase the capital of Siwei Pharmaceutical, the main body of the “Zhejiang Siwei Pharmaceutical Technology Co.
, Ltd.
Ten Billion Tablet Preparation Project (Phase I)”
.
It is reported that this time Jiuzhou Pharmaceutical intends to increase the capital of Siwei Pharmaceutical by 30 million yuan, the main body of the “Zhejiang Siwei Pharmaceutical Technology Co.
, Ltd.
Ten Billion Tablet Preparation Project (Phase I)”, for the construction of the fundraising project
.
After the completion of this capital increase, the registered capital of Siwei Pharmaceutical increased from 107.
45 million yuan to 110 million yuan, and the capital increase of 27.
4576 million yuan was included in the capital reserve.
Siwei Pharmaceutical is still a wholly-owned subsidiary of the company
.
In addition to Sunshine Novo and Jiuzhou Pharmaceutical, CRO concept stocks such as Haoyuan Pharmaceutical, Tigermed, Medicil, and Asymchem also rose
.
Southwest Securities analysis pointed out that, driven by cost advantages, overseas CXO production capacity continues to shift to China, and the rise of domestic innovative drugs further brings incremental space for the CXO industry.
It is expected that the performance of the CXO sector is expected to maintain rapid growth with high certainty.
Attention is recommended.
A platform-based CXO company with an integrated industrial chain layout
.
We recommend WuXi AppTec, small molecule CDMO Asymptote, Proton, Jiuzhou Pharmaceutical and Haoyuan Pharmaceutical, the leading companies that realize the integration of CRO+CDMO
.
Shanxi Securities suggested to continue to pay attention to the pharmaceutical sector.
The long-term high-speed growth logic of the sector remains unchanged.
Combined with profit expectations, the sector's valuation is at an extremely low level.
The sector will usher in the next wave of growth driven by consumption recovery.
Consumer medical sector
.
Ping An Securities believes that the policy direction of the pharmaceutical industry has been clear, and it is expected that it will still be in the stage of intensive promotion of industry policies for a considerable period of time in the future
.
The agency believes that one of the main lines of investment in the current pharmaceutical industry is innovation-driven clinical needs.
With the improvement of technical strength and the improvement of the approval environment, both the drug and device industries have ushered in the harvest period of independent innovation, and at the same time, CRO has been activated.
(pharmaceutical R&D outsourcing services), CMO (pharmaceutical production outsourcing services) and other related outsourcing industry chains
.
