Source | Intranet
Author | Singled out
392 pharmaceutical companies, the latest value announced
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The last trading day before the eleventh holiday, but also the end of the first three quarters, the three major A-share stock indexes picked up across the board, individual stocks rose generally, and more than 3,000 individual stocks in the two cities were red. As of the close of trading on September 30, there are 14 pharmaceutical stock markets worth more than 100 billion yuan, Mindray Medical market value is in the first place, WuXi AppTec is close behind, Katazai Zhen is closely following the fifth place of Zhifei Biologics, this year, WuXi AppTec, Kanglong Huacheng, Katazai Zhen market value growth of more than 50 billion yuan. From the perspective of rise and fall, nearly 50% of the pharmaceutical stock market value increased, of which 34 market values such as Medici, Harbin Sanlian and Zhaoyan New Drugs doubled, and Nano Micro Technology rose the most, more than 800%. After the opening of the holiday on October 8, the turnover of the two cities exceeded one trillion yuan again, and the industry sector rose more or fell less.
14 100 billion market value pharmaceutical stocks leading! WuXi AppTec to Biao Pharmaceutical Stock "One Brother", Medici, Kazakhstan Triptych... 34 doubled
Pharmaceutical stocks TOP20
As of the close of trading on September 30, mindray medical, WuXi AppTec, Hengrui Pharmaceutical, Katazai, Fosun Pharma and other 14 pharmaceutical stock markets valued more than 100 billion yuan, Mindray Medical market value ranked first, WuXi AppTec followed closely behind.
Since the beginning of this year, the market value of WuXi AppTec, Kanglong Huacheng and Katazai has increased by more than 50 billion yuan. Among them, the market value gap between WuXi AppTec and the pharmaceutical stock "one brother" Mindray Medical has narrowed rapidly, and the gap between the two has shrunk from more than 180 billion yuan at the beginning of this year to more than 10 billion yuan, and the market value of WuXi AppTec has risen by more than 30% this year, and Mindray Medical has fallen by more than 10%; Katazai zhen is closely following the fifth place of Zhifei Biologics; Kanglong Huacheng is the fastest growing in the TOP20, with an increase of nearly 80% this year.
WuXi AppTec officially landed on A-shares in May 2018, and as of September 30, 2021, its market value exceeded 450 billion yuan, and as a leading CRO company, its every move has attracted much attention.
In the first half of this year, WuXi AppTec's revenue was 10.54 billion yuan, an increase of 45.70% year-on-year, and net profit was 2.675 billion yuan, an increase of 55.79% year-on-year, and its performance reached a new high.
The company continued its strong growth momentum in the first quarter, and sales revenue continued to grow strongly in the second quarter, driven by high-profile businesses such as contract research and development and production (CDMO). Among them, clinical research and other CRO services have basically removed the negative impact caused by the domestic new crown epidemic.
Li Ge, chairman and CEO of WuXi AppTec, said that from the third quarter, the organizational structure of the company's business segment will be adjusted, and the company's end-to-end integrated service capabilities will be integrated into the new three major business segments, including the chemical business segment, the biology business segment and the testing business segment, which will coordinate with the existing cell and gene therapy business segment WuXi Biotech and the domestic new drug research and development business segment to provide better services to global customers.
Recently, WuXi Biologics' WuXi Helian and Sihuan Pharmaceutical Subsidiary Xuanzhu Biotech announced that the two parties have reached a cooperation in research and development and production services for an innovative tumor treatment drug KM501 bispecific antibody conjugated drug (ADC). It is understood that KM501 dual anti-ADC is a dual anticonjugated drug for low expression of HER2, which is currently in the development stage before the application for new drug clinical trials (IND).
In September last year, after Katazai won the throne of "a brother in Chinese medicine stocks", its market value once exceeded the mark of 270 billion yuan this year, and as of September 30, the market value fell back to 228.2 billion yuan, an increase of more than 40% this year.
In the first half of this year, the revenue of Katazai was 3.849 billion yuan, an increase of 18.56% year-on-year, and the net profit was 1.115 billion yuan, an increase of 28.96% year-on-year.
Katazai said that under the guidance of the development strategy of "one core and two wings" big health industry, the company adheres to the main position of research and development, takes the market as the guide, continues to promote the research and development of independent advantageous varieties and new products, expands product pipelines, and actively lays out big health products.
The company focuses on the secondary development of advantageous varieties with Katazai as the core, fully excavates the scientific connotation and potential value of the company's products, and provides support for product marketing and clinical precision positioning. Focusing on chronic diseases and senile diseases with high clinical incidence and lack of effective treatment plans, the company further increased the R&D planning and investment of drugs such as characteristic traditional Chinese medicine innovative drugs, classic formulas, and chemical drugs, and strengthened the driving force of R&D innovation.
It is worth mentioning that not long ago, the tablets were speculated to a thousand yuan on the hot search because of the drug price, and then the company quickly responded that it resolutely maintained market order and the price gradually returned to the right track. Industry insiders pointed out that the ingot is a drug, customers buy drugs will eventually fall on the efficacy, after squeezing out the bubble, the price decline is the inevitable result, which is also conducive to the healthy development of the Chinese medicine industry.
Pharmaceutical stocks that rose more than 100%.
From the perspective of rise and fall, nearly 50% of the pharmaceutical stock market value increased, of which 34 market values such as Medici, Harbin Sanlian and Zhaoyan New Drugs doubled, Nano Micro Technology rose the most, more than 800%, and 10 such as Medici, Common Pharmaceutical, Sunshine Nuohe and Haoyuan Pharmaceutical exceeded 300%. It is worth noting that more than 70% of the 34 pharmaceutical stocks are from the science and technology innovation board, and most of them are new stocks.
Improve the quality of listed companies! The SFC "named" market capitalization management
With the development of the capital market, market value management has become more and more concerned among listed companies in recent years. As early as May 2014, the State Council promulgated the Several Opinions on Further Promoting the Healthy Development of the Capital Market, which clearly proposed to encourage listed companies to establish a market value management system, so that the market value management of listed companies has entered a standardized and institutionalized stage.
Recently, the China Securities Regulatory Commission held a press conference to clearly draw a red line on the issue of market value management that the market is concerned about, and proposed to correctly grasp the legal boundaries of the market value management of listed companies and strictly abide by the "three red lines" and "three principles".
The CSRC said that the fundamental purpose of market value management is to improve the quality of listed companies, and listed companies should effectively improve their awareness of compliance, operate in accordance with the law and comply with the law, use capital market tools to reasonably improve the level of corporate management under the premise of compliance with the law, and resolutely resist "pseudo-market value management".
For investors, market value management is an important part of the protection of investors by listed companies, and it is also an indispensable part of the stable operation of the capital market. For listed companies, market value management is a long-term work, in practice to continuously explore and improve the market value management system suitable for their own development, listed companies should be through its strategic planning, operation and management, investor relations management and other aspects of linkage, so as to improve the quality of listed companies.
Pharmaceutical stock market value at a glance
Source: Oriental Wealth Network, Company Announcement
Note: As of the close of trading on September 30, 2021, if there is any omission, please correct it!