What are the leading stocks in the sector of biopharmaceutical stocks?
2023 pharmaceutical concept stocks, an average decline of 2.67%, the share price rose 28, stopping the Xingqi eye medicine and heavy drug holdings. Shares fell 218, including stopping _ ST and Jia, Puli Pharmaceutical, Medici, Hwasen Pharmaceuticals, WuXi KangDe and so on. The following editorial brought biopharmaceutical stocks have plate leading stocks, we take a look at it, I hope to bring reference.
Biomedical stocks have what plate leading stocks
I, Hengrui Medicine (600276), the first domestic innovative drugs. The main product lines are anti-tumor, anesthesia, contrast agents and so on. The company's net
return on assets for many years to maintain more than 23%, net profit for many years to maintain a rate of growth of more than 20%. The company's R & D strength is very strong,
management team is relatively good, sales capacity is also very strong. Second, Aier Ophthalmology (300015), the first share of domestic ophthalmic hospital chain. Mainly to provide patients with a variety of ophthalmic diseases diagnosis, treatment
and medical optometry and other ophthalmic medical services. The company's return on net assets for many years to maintain at about 20%, net profit for many years to maintain 30%
more than the rate of growth. The company's business model is relatively excellent, operating ability and brand reputation continues to strengthen. Third, Myriad Medical (300760), the first domestic medical equipment. The main product lines are life and information support, in vitro diagnostics, medical
imaging and so on. The company's return on net assets for many years to maintain more than 25%, net profit for many years to maintain a rate of growth of more than 25%. The company as
for the completion of the global layout of the leading medical devices, high-end, platform steadily advancing, the position is very solid, huge space in the long term. Fourth, Changchun High-tech (000661), the first domestic biopharmaceutical stocks. The main product lines are growth hormone, syncytial virus vaccine. The company
the return on net assets for many years to maintain more than 16%, net profit for many years to maintain more than 30% growth rate. The company as China's biomedical
pharmaceutical leader, performance over the expected growth. Fifth, WuXi AppTec (603259), the first share of domestic medical research and development services. The main business is the discovery of small molecule chemical drugs, R & D and production
production of a full range of integrated platform services. The company's return on net assets has remained above 20% for many years, and its net profit has maintained a growth rate of over 25% for many years
. The company is the world's leading pharmaceutical R & D service platform, market space is broad, performance is expected to maintain rapid growth. Six, Tigermed (300347), the leading clinical contract research organization (CRO) leader. The main business is for pharmaceutical product development
For Ⅰ to Ⅳ clinical trial technical services, data management and other clinical research services. The company's return on net assets in the past two years to 17%
about, net profit for many years to maintain the rate of growth of more than 56%. Seven, I Wu biology (300357), the domestic desensitization diagnosis and treatment of the first stock. The company's dust mite drops to maintain high growth, the heavyweight product Huanghua
Artemisia pollen sublingual drops into the site verification, is expected to be approved for listing in 2020. The company's return on net assets has remained above 21% for many years
and its net profit has maintained a growth rate of over 25% for many years. The company as China's only sublingual desensitization leading enterprises, the competitive landscape
excellent, market share of more than 80%, the company's long-term growth potential. Eight, Tongze medical (600763), the first domestic oral chain shares. The company through the "hospital can be copied + doctors can be copied + team can be copied"
model, to start the layout of the dental hospital chain. The company's return on net assets for many years to maintain at about 23%, net profit for many years to maintain the rate of growth of about 50%. China's oral market space is vast, the company is expected to be in the aging population and consumption upgrade under the two major trends, to obtain rapid development. Nine, Anto Bio (603658), the domestic IVD leading stocks. The company is mainly engaged in the research and development, production and sales of in vitro diagnostic reagents and their supporting instruments. The company's return on net assets has remained at about 30% for many years, and the net profit has maintained a growth rate of more than 25% for many years. Chemiluminescence industry will enter the era of differentiation. With 70% of biological raw material assets, mainstream projects, assembly lines and other advantages, the company is expected to continue to replace foreign and other domestic products, to maintain sustained growth. Ten, Hualan Bio (002007), the leading stock of domestic blood products. The company's main product lines are blood products and vaccine products. The company's return on net assets has been maintained at about 19% for many years, and the net profit has been growing at about 30% for many years. With the slow recovery of the domestic blood products industry and the continued release of influenza vaccines, the company's performance is expected to be further improved.
List of Leading Biomedical Stocks
On March 21, three pharmaceutical companies with a market capitalization of more than $100 billion announced their 2022 annual reports. Among them, WuXi AppTec's revenue hit a record high last year, net profit jumped 70%; main vaccines and in vitro diagnostics Wantai Biological's revenue is close to doubling, net profit growth of more than 130%; another vaccine company Zhifei Biological net profit declined 26% year-on-year.
Financial Investment Newspaper
According to WIND statistics, 19 companies in the pharmaceutical and biological industries have announced their annual reports, of which 16 net profit year-on-year growth. Perhaps it is supported by strong results, March 21, the pharmaceutical sector strong surge, WuXi AppTec shares jumped 8.5%.
PharmaTech business record
Pharmaceutical research and development services industry, WuXi AppTec's annual report shows that in 2022, the company realized operating income of 39.355 billion yuan, a new record, an increase of 71.84% year-on-year; attributable to shareholders of the parent company's net profit of 8.814 billion yuan, a year-on-year increase of 72.91%.
By business, WuXi AppTec's chemical business, testing business, biology business, cell and gene therapy CTDMO business gained growth, of which the revenue of the chemical business increased by more than 105%. Only the domestic new drug development services division saw a 22.49% year-on-year decline in revenue, with revenue of 970 million yuan in the period.
The growth of WuXi AppTec's new customers was also more obvious last year. In its annual report, WuXi AppTec said that in 2022, the company added more than 1,400 new customers and more than 5,950 active customers. The company's revenue from the original customers 37.781 billion yuan, an increase of 174% year-on-year; from other customers around the world 20.934 billion yuan, an increase of 30% year-on-year.
Meanwhile, WuXi AppTec's research and development expenses last year rose sharply by more than 70% to 1.614 billion yuan, accounting for 4.1% of revenue. According to WuXi AppTec, the increase in R&D expenses was mainly due to the company's continued investment in R&D to further strengthen its ability to serve new molecule types such as PROTAC, oligonucleotide drugs, peptide drugs, coupled drugs, double antibiotics, cells and genes.
Two vaccine leaders performance towards the opposite
In addition to WuXi AppTec, two main products for the vaccine of the 100 billion market capitalization of the enterprise Zhifei Biological and Wantai Biological also announced the annual report.
Zhi Fei biological annual report shows that in 2022, the company realized operating income of 38.264 billion yuan, an increase of 24.83% year-on-year; net profit attributable to shareholders of the parent company of 7.539 billion yuan, a year-on-year decrease of 26.15%. Basic earnings per share of 4.711 yuan, a year-on-year decrease of 26.15%.
For the reasons for the decline in performance, Zhifei Biological believes that in 2022, affected by objective factors, the company's part of the product market demand and the competitive landscape has undergone a major change, and its sales volume compared with last year fell significantly. However, with the enhancement of the public's health awareness and willingness to vaccinate, the market potential of non-immunization planning vaccines has been continuously stimulated, and the market space has been further expanded.
In 2022, Zhifei Bio's R&D expenses amounted to 854 million yuan, an increase of 54.56% year-on-year.
The main business of Zhifei Biological is the research and development of vaccines and biological products. Its own products include ACYW135 polysaccharide vaccine, AC conjugate vaccine, Hib vaccine and AC polysaccharide vaccine. Agency products include Merck Sharp & Dohme's quadrivalent HPV vaccine, nine-valent HPV vaccine, pentavalent rotavirus vaccine, 23-valent pneumonia vaccine and inactivated hepatitis A vaccine.
Wantai Bio achieved revenue of 11.185 billion yuan last year, up 94.51 percent year-on-year; net profit attributable to shareholders of listed companies of 4.736 billion yuan, up 134.27 percent year-on-year; and basic earnings per share of 5.31 yuan.
Wantai biological main vaccine and in vitro diagnostics. Among them, the vaccine and in vitro diagnostic revenue both long, vaccine segment revenue growth of more than 152%. Diagnostic division realized net profit of 817,665,500 yuan, accounting for 16.81%; vaccine division realized net profit of 404,563,500 yuan, accounting for 83.19%.
Wantai biological said, the company's bivalent cervical cancer vaccine continues to maintain production and sales, revenue and profits continue to maintain high growth. Its design capacity of 30 million units per year, sales exceeded 25 million units, and successively obtained the marketing license of Morocco, Nepal, Thailand, the Democratic Republic of Congo (DRC) 4 countries; nine-valent HPV vaccine phase III clinical trials are progressing well.
Brokerage firms optimistic about the full recovery of conventional medical demand
In addition to the above three leading pharmaceutical stocks, the Shenwan primary industry classification, pharmaceutical and biological plate in another 16 companies published their annual reports. Of the 19 companies in total, 16 realized positive year-on-year growth in net profit, with Wantai Bio and WuXi AppTec leading the way.
And from the market performance, in the strong performance of the support, March 21, the pharmaceutical plate strong rebound, Shenwan Pharmaceutical and Biological Plate soared 2.4%, Purex, Panlong Pharmaceuticals shares rose 14.39% and 10%, respectively, while WuXi AppTec shares soared 8.46%, turnover reached 4.4 billion yuan, the stock closed at 80.26 yuan. Shares of Changchun High-Tech, Jiuzhou Pharmaceutical and Kanglong Huacheng all rose more than 7 percent, while Wantai Bio rose more than 3.7 percent.
First Securities said that with the end of the policy suppression factors, the pharmaceutical industry, "policy bottom" features significant valuation contraction has ended, at this stage, the pharmaceutical plate already has a high investment cost-effective, ushered in the configuration of a good opportunity again. From the operating trend point of view, the policy for the pharmaceutical and medical device product-based companies, especially the pharmaceutical industry, the performance of the company's disruption has been gradually approaching the end, the follow-up is about to enter a new cycle of earnings growth.
Shenwan Hongyuan expects that in 2023 the demand for conventional medical care is expected to fully recover. The healthcare section of the _____ work report fully recognizes the success of cost-control policies such as centralized purchasing in reducing the burden of healthcare over the past few years. It also mentions the need to promote the expansion and sinking of high-quality medical resources in the future, strengthen the protection of elderly care services, and improve fertility support policies. It is expected that continued cost control is still the main line of policy, independent innovation, national medicine, industry chain independent control, AI + medical, vitamin price increases, etc. for the current investment direction.
What are the biomedical stocks?
The pharmaceutical sector is divided into seven sub-sectors: APIs, chemicals, traditional Chinese medicine, biological drugs, medical services, medical devices and pharmaceutical business. Each sector has its own different logic.
A, API
Two categories, both with cyclical product attributes.
1, bulk API
The more typical like vitamins, antibiotics, and some bulk intermediates.
2, specialty APIs
More niche APIs. For example, like Prilosec, Sartan, or like CMO, CDMO such niche varieties
Pharmaceutical concept stocks which listed companies
1, Zhifei Biological (300122): the company's main business is the research and development of vaccines, biological products, production and sales.April 25, Zhifei Biological closed down 4.43% at 80.310. the day's highest price of 84 yuan and the lowest reached 79.5 yuan, with a volume of 11,321,400 lots and a total market capitalization of 128,496 million yuan.
2, Shanghai Pharmaceuticals (601607): the company is mainly engaged in pharmaceutical research and development and manufacturing, distribution and retail. April 25 closing news, Shanghai Pharmaceuticals 601607 closed up 0.55% at 22.010. market value of 81.404 billion yuan.
3, east China medicine (000963): the company is engaged in pharmaceutical industrial production and pharmaceutical commercial distribution. April 25 closing news, east China medicine opening offer 40.6 yuan, closed at 40.550 yuan. 7 days the share price fell 11.02%, the total market value of 71.125 billion yuan.
4, Changchun High-tech (000661): the company is engaged in biopharmaceutical and proprietary Chinese medicine research and development, production and sales. April 25 closing news, Changchun High-tech latest offer 160.710 yuan, the stock price fell 1.75% in 3 days, the price-earnings ratio of 15.62.
5, Watson Biological (300142): the company's business is manned by vaccines and other biotechnology Drug set research and development, production, sales. The current market value of 50.648 billion. April 25 news, Watson biological opening at 33 yuan, as of 15:00, the stock fell 4.49% at 31.510 yuan.
6, Ealing Pharmaceuticals (002603): the company's business has the research and development, production and sales of pharmaceuticals. April 25 closing update, Ealing Pharmaceuticals yesterday closed at 31.9 yuan, as of 15:00, the stock fell 6.71% at 29.760 yuan.
7, Junshi Biological (688180): the company is mainly engaged in biopharmaceuticals.April 25, Junshi Bio-U (688180) 5 days the share price fell 4.66%, this year's gains fell -24.22%, down 7.25%, the latest at 50.040 yuan per share.
8, Kelaiying (002821): the company is engaged in pharmaceutical outsourcing. April 25 Kelaiying opening quote 135.02 yuan, closed at 126.420 yuan, down 7.29%. The day's highest price of 136.35 yuan, as low as 125.08 yuan, volume of 9,155,300 lots, the total market value of 46.765 billion yuan.