China Times (www.chinatimes.net.cn) reporter Guo Yilin and Yu Na reported in Beijing
This week (Jan 17-Jan 21) compared to last weekmedical instrumentsThe sector weakened across the board, with the sector leading the decline. On the evening of the 20th, five Chinese-funded companies received free imitationsMSDAffected by the authorization of oral drugs for the new crown, the disk market was significantly negative, and the new crown testing sector continued to be in the doldrums.Hot View Creatures、Hanyu Pharmaceutical、Boto Bio、Soworld Bio、Jiu’an Medical、Sialon PharmaceuticalsWait for the limit of nearly 20 shares that are not within the scope of authorization.
The new crown detection sector slumped sharply
A crotchmedical instrumentsIn the TOP10 list of industry market capitalization, exceptMindray Medical、BOE A、Fosun Pharma、Golden Mile MedicineThe market value of the other six companies has shrunk to varying degrees.The specific ranking performance has not changed much compared with last week, onlyGolden Mile Medicine、Shanghai PharmaceuticalsRank swap. in,Aier OphthalmologyThe market value continued to evaporate by 5.529 billion yuan, becoming the company with the most market value evaporated.The largest increase in market value isMindray Medical5.373 billion yuan.
On the news, on January 17, the Sanming Procurement Alliance (National) Office issued the “Notice on Submitting the Historical Data of 24 Medical Consumables to Be Purchased” and the “Supplementary Notice on Submitting the Historical Data of 24 Medical Consumables to Be Purchased” “. This means that the centralized procurement of consumables across the country continues to expand.
The above notice pointed out that the Sanming Procurement Alliance has initially screened 24 varieties of medical consumables to be purchased, organized joint procurement, and carried out the submission of historical procurement data. The reporter analyzed the data and found that in the first round of procurement in 2022, low-value medical consumables will become the focus category. Compared with the previous work focus, the inflated prices of high-value medical consumables have been overcome. In addition, a new round of centralized procurement has begun, and spine and dental implants are also in the document.
To this,Southwest SecuritiesThe pharmaceutical team believes that the national procurement with quantity has changed from the original variety pilot to the continuous expansion of the number of varieties, from the original status of over-evaluation and full competition, and gradually to the full variety of high procurement amount, full competition and strong social influence. Under the background of national medical insurance cost control, the normalization of centralized procurement and medical insurance negotiation will drive industry innovation.
In terms of individual stocks, this week, affected by the opening of the generic license of the new crown special drug, the market was significantly negative, and the new crown testing sector continued to be in the doldrums.Hot View CreaturesWait for the limit of more than 20 stocks. in,Hot View CreaturesThis week, the weekly decline was 40.09%. Stimulated by the sharp sell-off in the market, on the afternoon of the closing day, the board secretary of Rejing Bio actively interacted with investors publicly, replying to topics such as the accuracy and detection efficiency of the new crown detection kit developed and produced by the company. It said on the investor interaction platform that after bioinformatics comparison and analysis, the company’s new crown detection reagent can detect the Omicron new crown variant strain, and related products have been sold in more than 30 countries and regions around the world.
In the evening of the same day, Hot View Bio was releasedannouncement, the company plans to participate in the investmentfund, invest in the healthcare industry. The announcement stated that it will use its own funds and Zhuhai Huimei to focus on investing in early-stage medical and health industry companies/projects with good development prospects. The target fund raising scale to be established this time is RMB 1.5 billion, and the total amount of funds raised in the first round is planned to be subscribed for 710 million yuan.
Jiu’an MedicalThe first time limit fell in the beginning of the year
In addition, this week’s demon stocksJiu’an MedicalIt also stalled, ushering in the first limit down at the beginning of the year, with a weekly decline of 7.16%. Previously, Jiu’an Medical frequently hit the daily limit. From the perspective of stock price, the inflection point of Jiu’an Medical’s stock price was on October 29, 2021, and the surge officially started on November 11 of the same year. It has soared from the lowest of 5.8 yuan on October 29, 2021, to the highest of 88.88 yuan per share, with a cumulative increase of 14 times.
From the perspective of profitability, Jiu’an Medical continues to decline. In the first three quarters of 2021, Jiu’an Medical’s weighted return on equity was 2.47%, a decrease of 17.22% from the same period last year.hairinterest rateand netinterest rateThere has also been a sharp decline, with 37.35% and 1.76% in the first three quarters of 2021, and 58.16% and 27.06% in the same period last year. .
It is worth noting that as the new crown epidemic in the United States slowed down, the new crown detection index plummeted by nearly 6% on January 21, and the largest increase in the sector after the start of the year was close to 25%. In addition, on January 20, the WHO announced that the Omicron outbreak was coming to an end in South Africa, where the variant was first reported.On the other hand, accompanied by five Chinese-funded companies to obtain free imitationMSDNew Crown Oral Drug Authorization. This means that the distribution of oral medicines will expand and the expectations for the scope of new crown infections will decline.
From the perspective of changes in market value,Golden Mile MedicineThis week’s market value increased by 2.062 billion yuan, a weekly increase of 5.33%, which was not affected by the previous news and continued to strengthen. On the one hand, it is affected by the gains in the nucleic acid testing market in many places in China. On the other hand, KingMed Medical announced that it is the first in the industry to launch a full-process testing service project.
On the news, KingMed recently announced that it was the first to launch a full-process testing project for CAR-T cell therapy, helping doctors to better implement the concept of full-process management and accurately evaluate the therapeutic effect. With the gradual realization of commercialization in China, CAR-T cell therapy is bringing good news to more patients with hematological tumors. Clinically, after patients receive CAR-T cell therapy, it is necessary to regularly detect the body’s immune function, the number of CAR-T cells in the body, the level of cytokines, the patient’s tumor load and toxic side effects, so as to comprehensively evaluate the efficacy and safety of CAR-T cell therapy. clinical benefit.
From the perspective of stock price performance, since it rose to a high of 178.55 yuan on January 25, 2021, Golden Mile Medical has entered a callback channel. As of the close on Friday, its shares fell nearly 2% to close at 83.74 yuan per share.
(Article source: China Times)