recently, the direction of the high position in the market has entered the adjustment of most high positions, some mainstream directions in the early stage have peaked, and funds have begun to switch to the low position. In the short term, the cost performance of the pharmaceutical sector is gradually becoming prominent. From the perspective of valuation premium rate, the current valuation of the pharmaceutical sector has dropped to a historically low level. Today, let's sort out the three leading stocks of the pioneering CRO in the pharmaceutical sector:
WuXi PharmaTech: the company is an international leading open capability and technology platform, providing all-round and integrated new drug research and development and production services for the global biomedical industry.
opinion: Wuxi pharmatech is the leading company in the medical star sector cro, and the global preclinical CRO leading enterprise has a prominent position in the industry, with overseas customers accounting for 76%. For some listed companies with a relatively heavy policy impact, the impact will be relatively small and their performance will be relatively stable.
Zhaoyan New Drug: Through years of development and the support of the National Twelfth Five-Year Plan, the company has established a pre-clinical safety evaluation technology platform of GLP system that meets the requirements of international norms, and has become the only professional pre-clinical CRO enterprise with two GLP institutions in China.
Viewpoint: Zhaoyan New Drug is one of the few strong stocks in the CRO sector that is trending upward at present. It just hit a new high of 182 yuan at the end of September, and recently it fell back to the position close to the 6-year moving average, with a relatively stable trend. At present, the total market value is 57.7 billion, which is a high-growth stock.
Kanglong Chenghua: The company provides global pharmaceutical companies, biotechnology research and development companies and scientific research institutes with a whole-process integrated drug research, development and production solution that spans two stages of drug discovery and drug development, and is committed to helping partners succeed in new drug discovery, development and commercialization.
point of view: one of the leading stocks in the Cro board has fluctuated at a high level recently. From the trend of individual stocks, the trend of stock price is relatively stable, with a market value of 15 billion and a circulating market value of 5 billion, and its shortcomings are also compared.