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[Pharmaceutical Network Pharmaceutical Stock Market] Pharmaceutical stocks hit the daily limit in batches on March 11, among which Yaben Chemical recorded a daily limit of 20CM; Dali Pharmaceutical once again rose by the daily limit, gaining 6 boards in 7 days; China Pharmaceutical once again rose by the daily limit, gaining 6 boards in 8 days
.
The news of the daily limit of traditional Chinese medicine today has also attracted great attention in the industry
.
The stock's cumulative increase in 8 trading days was 88.
56%, and the cumulative turnover rate was 66.
66%
.
As of 10:37, the stock today's turnover was 904 million yuan, with a turnover rate of 4.
04%
.
The current total market value is 22.
363 billion yuan
.
So, why is this stock so hot? According to the data, Sinopharm is a state-owned holding listed company listed on the Shanghai Stock Exchange.
The company has established an industrial structure led by international trade, supported by the pharmaceutical industry, and linked by pharmaceutical business.
The industrial form involves planting, processing, The entire industrial chain of R&D, production, sales, logistics, import and export trade, academic promotion, technical services, etc.
, focuses on serving the "Healthy China" strategy, serving the people's better life, and is committed to the development of the pharmaceutical industry and the cause of human health
.
Previously, it was rumored that Sinopharm and a multinational pharmaceutical company were negotiating blockbuster drug cooperation.
Affected by this news, from March 2nd to 4th, Sinopharm had the daily limit for three consecutive trading days
.
On March 4, Sinopharm issued an announcement on abnormal fluctuations in stock trading.
It disclosed for the first time that relevant matters are currently being communicated and negotiated.
If the cooperation is carried out smoothly, the use and sales of related drugs are also affected by factors such as epidemic prevention and control, and there are uncertainties.
, which has no significant impact on the company's recent operating performance
.
On the news, Sinopharm announced on the evening of March 9 that the company signed an agreement with Pfizer to be responsible for the commercial operation of Pfizer’s nematevir tablet/ritonavir tablet combination packaging (Paxlovid) in the Chinese mainland market in 2022.
.
On February 11 this year, the State Drug Administration conducted emergency review and approval in accordance with the relevant provisions of the Drug Administration Law and in accordance with the special drug approval procedures, and approved the import registration of Pfizer's product with conditions
.
According to information from the State Food and Drug Administration, this product is an oral small molecule drug for the treatment of adults with mild to moderate COVID-19 with high risk factors for progression to severe disease, such as advanced age, chronic kidney disease, diabetes, cardiovascular disease Patients with severe high-risk factors such as disease and chronic lung disease
.
Affected by this news, the stock price of China Pharmaceutical continued to rise.
As of March 10, the stock price of China Pharmaceutical had increased by 72.
8% in the range of 8 trading days in March
.
The Capital Securities Research Report pointed out that Pfizer expects the output of Paxlovid to be 6 million courses of treatment in 2022Q1, 30 million courses of treatment in 2022H1, and 120 million courses of treatment for the whole year (the performance guideline is US$22 billion)
.
However, the production capacity pressure of this product will further increase
.
Calculated based on 15%-20% of the cost of drug production, the corresponding industry chain market size this year is 3.
3-4.
4 billion US dollars
.
The agency believes that domestic small molecule drug intermediates, APIs, preparations and other supply chain systems are stable and mature, and related companies are expected to generate huge profits
.
Recently, CDMO companies Proton and Asymchem have disclosed that they have received large orders, and it is inferred from the details of amount and time that they are all orders from Pfizer Paxlovid
.
With the gradual expansion of production capacity and the delivery of products, companies in the entire industry chain are expected to benefit
.
It is worth mentioning that on March 11, affected by the news of the cooperation between China Pharmaceuticals and Pfizer, Changjiang Health and Peking University Pharmaceuticals also increased their daily limit.
In addition, Guangshengtang, Xilong Science, Yaben Chemical and other stocks followed suit
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
The news of the daily limit of traditional Chinese medicine today has also attracted great attention in the industry
.
The stock's cumulative increase in 8 trading days was 88.
56%, and the cumulative turnover rate was 66.
66%
.
As of 10:37, the stock today's turnover was 904 million yuan, with a turnover rate of 4.
04%
.
The current total market value is 22.
363 billion yuan
.
So, why is this stock so hot? According to the data, Sinopharm is a state-owned holding listed company listed on the Shanghai Stock Exchange.
The company has established an industrial structure led by international trade, supported by the pharmaceutical industry, and linked by pharmaceutical business.
The industrial form involves planting, processing, The entire industrial chain of R&D, production, sales, logistics, import and export trade, academic promotion, technical services, etc.
, focuses on serving the "Healthy China" strategy, serving the people's better life, and is committed to the development of the pharmaceutical industry and the cause of human health
.
Previously, it was rumored that Sinopharm and a multinational pharmaceutical company were negotiating blockbuster drug cooperation.
Affected by this news, from March 2nd to 4th, Sinopharm had the daily limit for three consecutive trading days
.
On March 4, Sinopharm issued an announcement on abnormal fluctuations in stock trading.
It disclosed for the first time that relevant matters are currently being communicated and negotiated.
If the cooperation is carried out smoothly, the use and sales of related drugs are also affected by factors such as epidemic prevention and control, and there are uncertainties.
, which has no significant impact on the company's recent operating performance
.
On the news, Sinopharm announced on the evening of March 9 that the company signed an agreement with Pfizer to be responsible for the commercial operation of Pfizer’s nematevir tablet/ritonavir tablet combination packaging (Paxlovid) in the Chinese mainland market in 2022.
.
On February 11 this year, the State Drug Administration conducted emergency review and approval in accordance with the relevant provisions of the Drug Administration Law and in accordance with the special drug approval procedures, and approved the import registration of Pfizer's product with conditions
.
According to information from the State Food and Drug Administration, this product is an oral small molecule drug for the treatment of adults with mild to moderate COVID-19 with high risk factors for progression to severe disease, such as advanced age, chronic kidney disease, diabetes, cardiovascular disease Patients with severe high-risk factors such as disease and chronic lung disease
.
Affected by this news, the stock price of China Pharmaceutical continued to rise.
As of March 10, the stock price of China Pharmaceutical had increased by 72.
8% in the range of 8 trading days in March
.
The Capital Securities Research Report pointed out that Pfizer expects the output of Paxlovid to be 6 million courses of treatment in 2022Q1, 30 million courses of treatment in 2022H1, and 120 million courses of treatment for the whole year (the performance guideline is US$22 billion)
.
However, the production capacity pressure of this product will further increase
.
Calculated based on 15%-20% of the cost of drug production, the corresponding industry chain market size this year is 3.
3-4.
4 billion US dollars
.
The agency believes that domestic small molecule drug intermediates, APIs, preparations and other supply chain systems are stable and mature, and related companies are expected to generate huge profits
.
Recently, CDMO companies Proton and Asymchem have disclosed that they have received large orders, and it is inferred from the details of amount and time that they are all orders from Pfizer Paxlovid
.
With the gradual expansion of production capacity and the delivery of products, companies in the entire industry chain are expected to benefit
.
It is worth mentioning that on March 11, affected by the news of the cooperation between China Pharmaceuticals and Pfizer, Changjiang Health and Peking University Pharmaceuticals also increased their daily limit.
In addition, Guangshengtang, Xilong Science, Yaben Chemical and other stocks followed suit
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
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