Third quarter forecast: The performance of related companies in the pharmaceutical and biological industry is remarkable

With the end of the first three quarters of 2022, many companies have also begun to release the third quarter performance report
.
Analysts pointed out that the performance of related companies in the pharmaceutical and biological industry is remarkable, in the first 15 lists of the third quarter performance forecast, there are 4 companies that belong to the Shenwan first-class industry as pharmaceutical biology, including 2 medical devices and 2 chemical pharmaceuticals
.

 

Among the four pharmaceutical and biological companies, the performance of two medical device companies has doubled
.
In the first three quarters of this year, BGI Intelligent Manufacturing is expected to achieve a net profit of 311.
8%-340.
1% year-on-year, which is 1.
89-2.
02 billion yuan
.

 

According to the data, BGI Intelligent Manufacturing is an enterprise
focusing on the field of life sciences and biotechnology, with the research and development, production and sales of related products such as instruments and equipment, reagents and consumables as its main business.
Data show that in the first half of this year, BGI achieved operating income of 2.
361 billion yuan, an increase of 20.
52%
year-on-year.
In addition, from 2019 to 2021, the revenue of BGI's intelligent gene sequencer business was 1.
001 billion yuan, 615 million yuan and 1.
276 billion yuan
, respectively.

 

For the growth of BGI Intelligent Manufacturing, the company said that it mainly benefits from the development of the industry, the rapid development of the gene sequencing industry and the expansion of the application field of laboratory automation equipment have greatly increased the demand for the company's products; On the other hand, it is due to the company's years of research and development strength accumulation, management ability improvement and market channel expansion
.

 

In addition to Huada Intelligent Manufacturing, Kaipu Bio is also expected to achieve double growth in the third quarter of this year, and the net profit of Kaipu Bio is 1.
35-1.
45 billion yuan, an increase of 108.
7%-124.
1% year-on-year; Net profit after deduction is expected to be 1.
337 billion yuan - 1.
437 billion yuan, an increase of 112.
37% -128.
25%
year-on-year.
In addition, data show that from 2017 to 2019, Kaipu Biologics achieved net profits of 93.
21 million yuan, 114 million yuan and 147 million yuan respectively, an increase of 20.
28%, 21.
14% and 25.
68% respectively year-on-year, and the performance maintained steady growth
.

 

According to the data, Kaipu Bio is mainly engaged in the research and development, production and sales
of nucleic acid diagnosis-related products such as molecular diagnostic reagents and molecular diagnostic supporting instruments.
For the reasons for the growth in performance, Kaipu Bio said that during the reporting period, the company's series of products were widely used in epidemic prevention and control, maternal and child health and other fields, due to the increase in demand for nucleic acid testing, sales pull on sampling consumables, nucleic acid extraction reagents, etc.
, related businesses have achieved rapid development
.

 

It is reported that compared with the 2 medical device companies, the performance growth rate of the two chemical pharmaceutical companies is relatively small
.
Among them, Kelun Pharmaceutical predicted net profit of 1.
31-1.
44 billion yuan, an increase of 55%-70% year-on-year; Enhua Pharmaceutical forecasted a net profit of 710-840 million yuan, an increase of 5%-25%
year-on-year.

 

For the performance growth, Enhua Pharmaceutical said that it was mainly due
to the growth of the company's main business revenue.
The announcement of Kelun Pharmaceutical shows that the company has made every effort to expand the market for infusion and non-infusion products, continuously optimized the product structure, increased the sales of newly approved products, and increased profits year-on-year; The market price of the main products of Yili Chuanning Biotechnology Co.
, Ltd.
, a holding subsidiary of the company, increased, and the profit increased year-on-year; The company's innovative R&D project A (SKB264/MK-2870) and MERCK SHARP & DOHME LLC.
reached a cooperation agreement and a paid exclusive license, which increased revenue and profits
during the reporting period in accordance with the contractual obligations of Sichuan Kelun Botai Biopharmaceutical Co.
, Ltd.
, a holding subsidiary.