Hai Zheng Pharmaceutical's performance is in trouble, Guonong Technology's nearly 1.3 billion reorganization and cross-border again.
This week (June 16-22) the first batch of encouraging generic drugs catalog list released, involving 34 drugs. Enterprise level, Hai Zheng Pharmaceutical (600267.SH) continue to "dump the baggage", the transfer of its monoclonal antibody R & D company control, and continue to sell real estate; State Agricultural Science and Technology (000004.SZ) nearly 1.3 billion yuan of restructuring program out, cross-border into the field of mobile application security services business. In addition, there are 9 enterprises shareholders plan to reduce, 3 enterprises chairman of the departure of the Zhongsheng Pharmaceutical (002317.SZ), Fosun Pharmaceutical (600196.SH) and other product development progress.
June 20, the National Health Commission publicized the "first batch of encouraging generic drugs directory proposal list", the list *** 34 kinds of drugs, including leukemia treatment drug azathioprine, leprosy treatment drug aminophenazone, AIDS treatment drug rilpivirine, abacavir, anti-tumor drugs isabepilone, methotrexate, cyclophosphamide, breast cancer new drug fulvestrant, thalassemia commonly used drug Deferasirox, etc.
On June 19, the National Health Commission Medical Affairs Bureau of the three public hospitals performance assessment operation hotspot analysis, in which the 22nd clearly indicates that the national version of the auxiliary medication catalog will be issued in the near future.
On June 18, the official website of the National Health Commission published the Notice on the Issuance of Measures for the Management of Medical Consumables in Medical Institutions (for Trial Implementation), which mainly includes clarifying the object of management and the content of management, setting up a supply catalog for medical consumables in medical institutions, stipulating the requirements for the procurement of medical consumables, and establishing a hierarchical management system for the clinical use of medical consumables, and so on.
On June 18, the State Drug Administration issued a circular on the release of the guiding principles for the evaluation of clinical safety literature of listed drugs (for trial implementation), which aims to further implement the main responsibility of drug safety of the holders of listed drug licenses, enhance the ability of the holders to perform their duties, and regulate the holders to carry out systematic evaluations of clinical safety literature.
On the evening of June 21, Hai Zheng Pharmaceutical (600267.SH) said that in order to realize the rapid development of the company's holding subsidiary, Hai Zheng Borei monoclonal antibody biological drugs, to accelerate the pace of securitization, improve the company's financial structure, the company intends to introduce social capital by way of the implementation of its capital increase and transfer of some of the old shares. The capital increase and the transfer of the old shares is proposed to the pre-investment valuation of not less than 5.6 billion yuan as the basis, the plan is to increase the capital of not less than 1 billion yuan, the transfer of the old shares of not less than 2.828 billion yuan, the price of the listing of each dollar of the registered capital of 11.2 yuan.
On the same night, the company said, the controlling subsidiary of Hai Zheng Pharmaceutical (Hangzhou) Co., Ltd. will be located in Hangzhou Fuyang Lushan New District of the new office building to the appraised value of 28,987.04 million yuan as the basis for the property rights trading organizations through the sale of the public listing, the first listing reserve price of 290 million yuan, the disposal price to the actual transaction price shall prevail.
Brief comment: In the performance of Hai Zheng Pharmaceuticals in trouble, last year's loss of up to nearly 500 million yuan, whether it is the implementation of the Hai Zheng Borei capital increase and the transfer of the old shares of the matter, or the company's sale of real estate, to a certain extent, are exposed to the company's financial difficulties, "dumping baggage "The intention is obvious. After the completion of the aforementioned transaction, Hai Zheng Pharmaceutical will hold 42% of the equity of Hai Zheng Borui, and the strategic investor will hold 58% of the shares, that is, Hai Zheng Borui is no longer included in the scope of consolidation, thus reducing the impact on the performance of the listed company, but also to alleviate the pressure on the company's funds, and to solve the research and development capital needs of Hai Zheng Borui. The counterparty of this capital increase will be determined through the public listing process, and it is not yet possible to determine the counterparty.
On the evening of June 21, the State Agricultural Science and Technology (000004.SZ) said that the company intends to issue shares to buy Peng Ying and other 19 counterparties collectively hold 100% of the equity of the Smart Tour Network Security, the transaction price of 1.281 billion yuan. The performance pledges promise that the net profit of Zhiyou Net Security in 2019 should be not less than 0.9 billion yuan; the cumulative net profit in 2019 and 2020 should be not less than 207 million yuan; and the cumulative net profit from 2019 to 2021 should be not less than 359 million yuan.
Brief comment: The evaluation of the transaction value-added rate of up to 850%, constituting a major asset reorganization and related transactions, the counterparty Ruihong Real Estate, Zhuhai Puyuan's controlling shareholder for Li Chensen, which is a sibling relationship with the national agricultural science and technology, Li Linlin, the real controller of the company and the listed company as a director, senior management positions, but the transaction does not constitute a reorganization of the listing. State Farm Technology in recent years due to poor performance has actually been reduced to shell stocks, and business change, since 2016 has withdrawn from the real estate industry and the biomedical industry, cross-border into the operation of mobile Internet games and related services and investment business, the acquisition is once again cross-border into the mobile application security services business, smart travel network security to achieve the curve of the listing, the follow-up of the high-performance commitment to be able to complete is worth paying attention to.
On the evening of June 20, Kangzhi Pharmaceuticals (300086.SZ) said, the controlling shareholder of Hainan Hong's Investment Company Limited (hereinafter referred to as Hong's investment) for the introduction of the company's strategic investors, intends to hold 45 million shares of the company's unlimited shares of the outstanding shares (accounting for 10% of the total share capital) agreement to transfer to the Guangzhou High-tech Zone Investment Group Limited (hereinafter referred to as the High-tech Zone Group), the equity changes This change of interest will not lead to changes in the controlling shareholders and actual controllers of the company.
Simple comment: After the completion of this transfer, Hong's investment shareholding will drop from 39.49% to 29.49%, but still the controlling shareholder of the company, the high-tech zone group to become the second largest shareholder of the company's shareholding of 10%, and will not seek to control the company. Behind the introduction of state capital or Hong's investment in the high risk of pledging, and before the transfer of Hong's investment has been a number of surprise release of pledges, coinciding with the transfer of the same number of shares. The two sides also signed a strategic cooperation agreement at the same time, will take advantage of their respective advantages to promote the development of Kangzhi Pharmaceuticals.
On the evening of June 17, Erkang Pharmaceutical (300267.SZ) said that the company and Henan Jiusi Pharmaceutical Company Limited (hereinafter referred to as Jiusi Pharmaceutical), Shiming Yun signed the "intention to terminate the agreement on the transfer of shares". According to the previous announcement, Erkang Pharmaceuticals intends to acquire no less than 51% of the shares of Jiusi Pharmaceuticals held by Shiming Yun by way of share transfer. The company said that the decision to terminate the acquisition is the result of the parties to avoid the relevant risks and reach agreement after friendly consultation.
Short comment: The termination of the acquisition of Nine Pharmaceuticals by Erkang Pharmaceuticals is affected by a number of factors, including the two parties were previously recognized by the State Administration for Market Supervision and Administration of the abuse of dominant position in the domestic market of Chlorpheniramine maleate (Paracetamol) raw materials, and was punished, and at the same time to ensure that the two parties to comply with the law to ensure that they are in business, and to prevent the violation of the relevant provisions of the Antimonopoly Law. The penalty was also imposed to ensure that both parties operate in compliance with the law and to prevent violation of the relevant provisions of the Antimonopoly Law. In addition, due to judicial litigation, the shares of Jiusi Pharmaceuticals held by Shiming Yun were frozen by the court, which was also an important factor leading to the termination of the acquisition. This also means that the domestic paracetamol antitrust victory, the company's business layout setback.
This week, there are Eminent Pharmaceuticals (002826.SZ), Lemay Pharmaceuticals (300006.SZ), Sai Sheng Pharmaceuticals (300485.SZ) and other 9 enterprises shareholders plan to reduce the holdings of the Sai Sheng Pharmaceuticals, Anke Biological (300009.SZ) two enterprises director or executive shareholders to reduce the holdings of Ruipu Biologicals (300119.SZ), Yabao Pharmaceutical (600351.SH), Rui Pu Biological (300119.SZ), Yabao Pharmaceutical (600351.SZ), Yabao Pharmaceutical (600351.SZ) and other enterprises. 600351.SH), the United States Kang biological (300439.SZ) is facing controlling shareholders or real controllers to reduce their holdings, of which the highest limit of reduction of Yabao Pharmaceuticals is the controlling shareholder of Shanxi Yabao Investment Group Company Limited, which plans to reduce its holdings of no more than 30.8 million shares (accounting for 4% of the company's total share capital).
On the evening of June 17, Weiguang Bio (002880.SZ) said, Wang Jincai has reached retirement age, to resign as the company's legal representative, the second session of the Board of Directors Chairman of the Board of Directors, Director, Board of Directors Strategy Committee, Board of Directors, Nomination Committee members.
On the evening of June 17, Taiji Group (600129.SH) said that Bai Lisi, due to job changes, applied for the resignation of the company's director, chairman of the board of directors and the board of directors of the strategy committee director and member of the board of directors, and at the same time no longer serve as the company's legal representative, resignation will no longer serve as the company's other positions.
On the evening of June 16, Quantum Bio (300149.SZ) said, Zeng Xianjing for more conducive to the company's strategic development and personal needs, applying for resignation as chairman of the board of directors of the company, still serving as a director in the company.
On the evening of June 19, Tianmu Pharmaceuticals (600671.SH) said the company's controlling shareholder, Great Wall Group and the real controller Zhao Ruiyong, Zhao Feifan and Huanping Medical signed a "cooperation agreement", Huanping Medical intends to the Great Wall Group to increase its capital not less than 1.5 billion yuan and the Great Wall Group to carry out equity cooperation. At present, the two sides have set up a debt disposal working group to start consultations with the relevant creditors of the Great Wall Group. The announcement also said that the Great Wall Group currently has no transfer of Tianmu Pharmaceuticals listed company controlling stake in the relevant arrangements.
On the evening of June 19, Fangsheng Pharmaceutical (603998.SH) said, the company intends to use its own funds to let Baijun medical 32.04%-81.04% of the equity (the final acquisition ratio has not yet been determined), or Baijun medical capital increase, in order to achieve the purpose of controlling Baijun medical. The exact amount of the transaction will be determined based on the valuation results, pricing situation, acquisition ratio and other factors.
On the evening of June 20, the SSE announced that Fangsheng Pharmaceuticals for major asset restructuring (acquisition of Chili Pharmaceuticals) suspension and resumption of trading matters are not prudent, restructuring related information disclosure is not timely, the risk of inadequate disclosure, the SSE decided to Fangsheng Pharmaceuticals in time to give the chairman of the board of directors of Zhang Qinghua, the then secretary of the Board of Directors, Xiao Hanqing notification criticized, and credited to the listed companies in good faith file.
On the evening of June 17, *ST Changsheng (002680.SZ) said, wholly-owned subsidiary Changchun Changsheng received Changchun Hi-tech Industrial Development Zone People's Court "Administrative Ruling", ruled to grant the mandatory implementation of the executor applicant, Jilin Provincial Drug Administration on the executor Changchun Changsheng made the Ji Food and Drug Administration drug line penalty 201817 administrative penalty decision of the second item of confiscation of the illegal proceeds of nearly 1.892 billion yuan, impose a fine of about 7.212 billion yuan for the illegal production and sale of freeze-dried human rabies vaccine (Vero cell) three times the amount of the value of the goods, and the forfeiture *** totaling 9.104 billion yuan.
On the evening of June 19, *ST Changsheng also said, wholly-owned subsidiary Changchun Changsheng received Changchun Intermediate People's Court of Jilin Province, delivered the "Notice".June 18, Guangdong Provincial Center for Disease Control and Prevention, Bank of Communications Co Ltd Jilin Branch, Changchun Nanhu Industrial Group Co Ltd, Changchun Hongri New Energy Co Ltd to Changchun Changsheng can not liquidate the debts due, and Ltd., Changchun Hongri New Energy Co., Ltd. can not pay the debts due, and obviously lack of solvency, respectively, to the Changchun Intermediate People's Court to apply to the Changchun Changsheng bankruptcy liquidation, Changchun Intermediate People's Court decided to review the above applications.
On the evening of June 18, Lanshan Medical (002382.SZ) said that in order to further expand the business field of cardio-cerebral vascular medical devices and enrich the new product portfolio, the company intends to cooperate with the director and president Li Bingrong, director, vice president, chief capital officer and secretary of the board of directors Zhong Shujiao, vice president, Biosensors International Group, Ltd. CFO of Biosensors International Group, Ltd. and general manager of Shandong JW Medical Products Co., Ltd. to transfer 10.16% of the equity held by Chen Yufeng in Suzhou Concentric Medical Devices Co. at a total equity transfer price of nearly 102 million yuan, of which the company transferred 7.46%, corresponding to the price of 74.6 million yuan, and Li Bingrong, Zhong Shuqiao, Yang Fan were transferred 1%, 0.40%, 1.30% of the equity respectively.
On the evening of June 17, Hengrui Medicine (600276.SH) announced that the company reached an agreement with Mycovia of the United States to introduce Mycovia's patented lead compound VT-1161, and Hengrui will obtain the exclusive rights to the compound's clinical development, registration, production, and marketing in China. The product is used for the treatment and prevention of a wide range of fungal infections, with three Phase III clinical studies currently underway in the United States, Europe and Japan***.
On the evening of June 20, Zongsheng Pharmaceuticals (002317.SZ) said that the controlling subsidiary, Guangdong Zongsheng Ruichuang Bio-Technology Co., Ltd. is used for the prevention and treatment of influenza A and human avian influenza, a class of innovative drugs ZSP1273 tablets to obtain the leader of the unit of the first hospital affiliated with the Guangzhou Medical University, the first hospital of the II phase of the clinical trial of the ethical approvals, the clinical research head for the Zhong Nanshan academician. The product is a class I innovative drug with a clear mechanism of action and global independent intellectual property rights, and has recently completed Phase I clinical trials.
On the evening of June 19, Zoli Pharmaceuticals (300181.SZ) said, the shareholding company Keji biological independent research and development for the treatment of relapsed refractory multiple myeloma CT053 whole human anti-BCMA autologous CAR-T cell injection clinical trial application received the U.S. FDA was authorized to carry out clinical trials of the notice.
On the evening of June 18, Shutaishin (300204.SZ) said that the company submitted to the State Drug Administration (SDA) an application for a new drug clinical trial of a gene drug (project name: STSG-0002 injection) for the treatment of diseases related to hepatitis B virus infection. The product is a Class 1 new drug with independent intellectual property rights, and STSG-0002 is a brand new target, and there is no gene product with this target on the market worldwide.
On the evening of June 18, Hengrui Medicine (600276.SH) announced that its subsidiary Cadiasun Pharma GmbHDE Ivabradine Hydrogen Sulfate Tablet was approved to be listed in Germany and the Netherlands. The product is mainly used for the symptomatic treatment of angina pectoris, the company developed a single crystal type and stable rivabradine hydrogensulfate, there is no such type of product listed for sale at home and abroad, the company has invested about 47.9 million yuan of research and development costs.
On the evening of June 16, Fosun Pharmaceuticals (600196.SH) said that its controlling subsidiary, Fosun Hongchuang (Suzhou) Pharmaceutical Technology Co., Ltd. received a letter from the U.S. FDA regarding the fast-track review and certification of ORIN1001 for the treatment of breast cancer (including triple-negative breast cancer). The product is the company's independent research and development with a new enzyme type target, new mechanism of action and new chemical structure type of the first small molecule drugs for the treatment of advanced solid tumors, the first exploration in the indications for recurrent, refractory, metastatic breast cancer, at present in the world there is no new drug with the same type of products on the market, the company has accumulated R & D investment of about 45.47 million yuan.