399993 CSI WIND Biotechnology Index
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Achieving the world's first indication for the long-acting growth hormone ISS, changchun high-tech industries' revenue and net profit decline situation resolved? | Speed read announcement
On the 5th, changchun high-tech industries announced that its long-acting growth hormone has been approved for ISS indications, and in August this year, the variety was also approved for growth disorders in girls caused by gonadal dysgenesis (Turner syndrome). In the first three quarters of this year, changchun high-tech industries recorded a decline in performance and profits. Whether the main products that have been on the market for 10 years will have additional volumes is widely anticipated.
R&D expenses continue to rise, autobio diagnostics once again embroiled in a whirlpool of disputes | interpretations
①In the first three quarters of this year, the revenue and net income attributable to shareholders of Autobio Diagnostics have both increased to a certain extent; ②The company has further increased its investment in research and development, with multiple products obtaining medical instruments registration certificates.
Decreased sales of the herpes zoster vaccine dragged down Baik biological's third-quarter revenue by more than 40%.
1. Due to the decrease in sales of the live attenuated herpes zoster vaccine, Baik Bio's third-quarter revenue decreased by 40.37% year-on-year, while net income attributable to shareholders decreased by 51.41%; 2. Currently, in addition to GSK's herpes zoster vaccine competing with Baik Bio in the domestic market, there are also over 10 companies developing similar products, posing multiple potential competitors for Baik Bio.
IVD sector growth cannot conceal the performance decline, with Q0.03 million Thermo Fisher net profit down more than 90% | Financial interpretations
Affected by market adjustments, government centralized procurement, the biological vaccine sector of beijing wantai biological pharmacy enterprise continues to drag down the company's performance. The company's diagnostic sector business has grown, and the chemical luminescence product line has maintained rapid double-digit growth compared to the same period last year. In addition to factors such as increased investment in industrialization of the nine-valent HPV vaccine, beijing wantai biological pharmacy enterprise's revenue and net profit attributable to the parent company both decreased significantly in the first three quarters.
The performance decline continues, tonghua dongbao pharmaceutical's Q3 sales expenses exceed 0.3 billion yuan|interpretations
Due to factors such as a significant decrease in revenue and the termination of research and development pipelines, tonghua dongbao pharmaceutical handed in a loss-making third-quarter report. From the perspective of Q3 performance, the company's revenue shows a certain recovery trend, but the escalating sales expenses quarter by quarter have resulted in a situation of "increased revenue without increased profits".
Market rotation accelerates the high and low points! The new energy fund track collectively warms up, and the direction of mergers and acquisitions and reorganization strengthens the strong.
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The first gene therapy CDMO stock cannot break out of the loss "vortex"! HUYA Bio had a net loss of 0.19 billion in the first three quarters.
①He Yuan Biology is still deeply mired in the vortex of losses, with a net loss of 0.19 billion yuan attributable to owners in the first three quarters of this year, a year-on-year decrease of 166.90%, compared to a net loss of 71.0996 million yuan in the same period last year. ②He Yuan Biology revealed that customers are more price sensitive due to limited financing, and the prices of different types of CDMO orders are at historically low levels.
Q3 revenue growth rate dropped to 1%. Can the next approved botox product in China be partnered with imeik technology development? | Interpretations
1. imeik technology development's performance in the first three quarters has shown some growth, but the growth rates of revenue and net income attributable to the parent have slowed down. 2. In search of new performance growth points, imeik technology development's research and development expenses continue to rise, laying out in areas such as weight management drugs and botulinum toxin.
imeik technology development Q3 revenue increased by 1.10% year-on-year, net income increased by 2.13% | Financial Report Watch
In the first three quarters, the company achieved revenue of approximately 2.376 billion yuan, a year-on-year increase of 9.46%; net income was approximately 1.586 billion yuan, a year-on-year increase of 11.79%. The operational scale of the company is steadily increasing, and the profitability meets market expectations.
Benefiting from the growth in sales of peptide active pharmaceutical ingredients, Neutai Life Sciences' Q3 net income increased by 147%.
Benefiting from significant growth in revenue from polypeptide APIs, Novatek Bio achieved a net income attributable to equity holders of 0.123 billion yuan in Q3, a year-on-year increase of 146.86%, previously expected to have a maximum growth of 180.78%. With the GLP-1 drugs sparking a craze in the weight loss field, coupled with indications for lowering blood sugar, the GLP-1 drug market is rapidly expanding, driving the development of related polypeptide API enterprises.
Overseas income increased, the effects of a new round of follow-up procurement strategies are showing. Net income of gan & lee pharmaceuticals in the first three quarters nearly doubled. | Interpretations of financial reports
1. In the first three quarters of this year, gan & lee pharmaceuticals' domestic and international revenues both increased year-on-year. 2. The company won the insulin special procurement bid, and the revenue growth effect brought by the rise in bid product prices began to show in Q3. 3. The company is attempting to sell insulin products overseas, and the increase in milestone revenue is also one of the factors contributing to the company's performance growth.
Non-conventional business continues to drag down Yiqiao Shenzhou's performance. The cumulative stock repurchase has exceeded 0.4 billion yuan | Interpretations
①Affected by factors such as the decline in unconventional business income and fluctuations in cash management income, Yiqiao Shenzhou's third quarter revenue and net income attributable to the parent both declined; ②The increase in investment in CRO services and conventional reagents business resulted in a year-on-year increase in the company's cost of goods sold by over 30%; ③This year, Yiqiao Shenzhou has repurchased the company's shares in two phases, with a total amount exceeding 0.4 billion yuan.
Existing for over 14 years, Yunfeng RMB Fund Phase I may successfully come to an end.
①Shanghai Yunfeng has had a commercial change, with the registered capital reduced from 0.29 billion RMB to 10 million RMB; ②Yunfeng Fund stated that it has currently established five batches of RMB investment funds and four batches of USD investment funds. The settlement of early funds indicates that the company is further optimizing its strategy and portfolio, strengthening the investment layout of subsequent funds.
Revenue and net profit growth rates have both slowed down. Is Jinbo Life Sciences, which has been frequently accused, feeling the pressure? | interpretations
①In the first three quarters of this year, Jinbo Bioscience's performance still maintained a high-speed growth, but the growth rate slowed down compared to the same period last year. ②In addition, the rapid growth of the company's sales expenses was caused by reasons such as the expansion of the sales team. ③The company's core product, Weiyi Mei, is facing multiple pressures, so Jinbo Bioscience has frequently stated its posture in the face of internet-related sales platforms.
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Q3 net profit soared nearly 400 times year-on-year! 14 billion TMA leading company reveals third quarter report | Highlights of post-market announcements
Wenyi Trinity Technology: The controlling shareholder and its concerted parties intend to resume trading of 17.04% of the total share capital at 24.45 yuan per share.
Controlling shareholder's high quality pledge rate questioned, Tonghua Dongbao: revenue will gradually recover in the second half of the year | Earnings conference direct hit
①The high pledge rate of tonghua dongbao pharmaceutical's controlling shareholder's shares has been questioned, company's chairman Li Jiahong stated that it was due to the long investment cycle of Dongbao Group's projects; ② In terms of performance, Li Jiahong predicts that the company's revenue will gradually recover in the second half of the year; ③ The company also introduced the sales situation of new products.
The downstream encountered a cold impact on earnings. Nangmod Biological plans to increase production capacity utilization rate, with overseas as a "key expansion area". | Focus on the earnings conference
①Due to the unfavorable impact of downstream industrial clients' investment and financing, Namo Biotechnology's performance has been under continued pressure in recent years. Chairman Fei Jian revealed that the overall utilization rate of domestic production capacity is close to 80%, and will further improve the capacity utilization rate in the future; ②In the first half of 2024, the proportion of overseas business income has already increased to 14%. Fei Jian openly stated that overseas expansion is a key focus, and in the second half of the year, the overseas business development team will be further optimized.
Another one! Peptide products drive 'hot' performance, Sanuo Biological's net profit for the first three quarters is expected to increase by 76%.
①Peptide active pharmaceutical ingredients and formulation products are selling well, driving Shen Nuo Biotech's net income in the first three quarters to reach as high as 61.1987 million yuan, with the highest year-on-year increase of 75.88%. ②In September of this year, Shen Nuo Biotech signed a GLP-1 peptide active pharmaceutical ingredient supply contract worth up to 0.35 billion yuan, with a performance period until December 31, 2025.
The first third-quarter forecast of the star board: Peptide active pharmaceutical ingredients 'hot selling', Nuotai biology's net profit increase reaches up to 181%.
①Nuote Bio is the first to release the performance forecast for the third quarter of 2024, benefiting from the sales growth of peptide active pharmaceutical ingredients, with an expected net income attributable to shareholders of 0.1 billion yuan to 0.14 billion yuan, a year-on-year increase of 100.56% to 180.78%. ②Nuote Bio is expanding its peptide workshop to meet the hot demand for GLP-1, expecting to further increase peptide production capacity by 10 tons per year by the first half of 2025.