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    Home > Medical News > Medical World News > The trend of the medical sector is differentiated, and the concept of Internet medical care and CRO is showing strong performance

    The trend of the medical sector is differentiated, and the concept of Internet medical care and CRO is showing strong performance

    • Last Update: 2022-05-04
    • Source: Internet
    • Author: User
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    [Pharmaceutical Network Pharmaceutical Stock Market] On September 15, after the correction some time ago, the medical sector gradually recovered.
    At the same time, the trend of the sector was clearly differentiated, and some sub-sectors such as the concept of Internet medical care and the concept of CRO performed strongly
    .

    Among them, in the field of Internet medical care, on September 15, Yunsheng Medical rose rapidly in the intraday market, with an increase of more than 2% within 5 minutes.
    As of press time, it rose 3.
    88% to 7.
    5 yuan, with a turnover of 149 million yuan and a turnover rate of 5.
    86%
    .

    The stock is a hot stock in the concept of medical informatization and Internet medical care
    .

    On the news side, a number of favorable policies have been successively introduced recently, making Internet medical treatment a new outlet for development
    .

    For example, in May this year, the "Guiding Opinions on Establishing and Improving the "Dual-Channel" Management Mechanism for Drugs Negotiated by National Medical Insurance" issued by the two departments stipulates that varieties with high clinical value, urgent needs of patients, and low substitution should be included in designated medical institutions in a timely manner.
    And two channels of fixed-point retail pharmacies, to achieve "dual channel" management
    .

    In addition, local medical insurance departments should include designated retail pharmacies that meet the conditions into "dual-channel" management, and take the initiative to disclose to the public in a timely manner
    .

    The industry believes that this policy is undoubtedly positive for the entire industry
    .

       According to the data, Lishui Yunsheng, a subsidiary of Yunsheng Medical Holdings, focuses on the application upgrade and service of medical informatization projects, and has completed infrastructure construction (data center, private health network), smart health (regional HIS, public health, blood, 120 emergency and other software systems) and information benefiting the people (diagnosis and treatment appointment, two-way referral, telemedicine, etc.
    ) three major projects, with nearly 3 million population health records and medical big data in Lishui City, to realize the population health data and medical data of Lishui City According to the 2021 Interim Report of Yunsheng Medical, the company's main income was 13.
    3646 million yuan, up 5.
    25% year-on-year; the net profit attributable to the parent was 1.
    5838 million yuan, up 144.
    01% year-on-year.
    In addition, the CRO sector rose and became stronger, and Sunshine Nuohe rose.
    Over 16%, Jiuzhou Pharmaceutical's daily limit, Medicilon rose over 8%, Zhaoyan New Drug, Haoyuan Pharmaceutical, Yaoshi Technology, Kanglong Chemical, etc.
    followed
    .

    Among them, Sunshine Nuohe rose 16.
    41% to 131.
    31 yuan as of press time, with a transaction rate of 2.
    46 yuan and a turnover rate of 11.
    55%; Jiuzhou Pharmaceutical's daily limit was reported at 48.
    71 yuan, with a transaction rate of 7.
    49 yuan and a turnover rate of 1.
    89%; Medicilon rose 8.
    19 %, reported 781.
    00 yuan, the transaction was 5.
    20 yuan, and the turnover rate was 2.
    58%
    .

       In the news, recently, the national drug regulatory authority issued a draft of "Guiding Principles for Clinical Research and Development of Anticancer Drugs Oriented to Clinical Value", which further clarified that the standards of clinical trials in China are in line with the medical supervision of developed countries, and further drive the development of antitumor drugs.
    Standardization of the clinical research and development industry
    .

    The industry believes that under this policy, the market has negative expectations for the pharmaceutical industry, but in the long run, it actually releases more resources for truly valuable innovations, avoids homogeneous competition caused by repeated R&D, and benefits the long-term development of the industry
    .

       Regarding the reasons for the daily limit of Jiuzhou Pharmaceutical, the analysis believes that the company is mainly engaged in the production of characteristic APIs and intermediates, and is committed to providing innovative drug companies and new drug R&D institutions at home and abroad with one-stop CDMO services in the R&D and production of innovative drugs.
    ;At the same time, it provides process technology innovation and commercial production for global chemical APIs and pharmaceutical intermediates; in addition, the company regards the CDMO business model of patented pharmaceutical APIs and intermediates as a key development direction, and provides domestic and foreign customers in accordance with cGMP standards.
    One-stop service for innovative drugs from pre-clinical CRO (including pre-clinical CMC), clinical phase I, II, III, NDA and different post-marketing stages
    .

    According to the 2021 interim report of Jiuzhou Pharmaceutical, the company's main income was 1.
    868 billion yuan, a year-on-year increase of 85.
    34%; the net profit attributable to the parent was 275 million yuan, a year-on-year increase of 112.
    32%
    .

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