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The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.
Aurisco Pharmaceutical (605116.SH): Currently, the company has no pharmaceutical products participating in the national centralized procurement.
On December 20, Gelonghui reported that Aurisco Pharmaceutical (605116.SH) stated on the investor interaction platform that the company currently has no pharmaceutical products participating in the national centralized procurement.
Research Reports Mining丨China Securities Co.,Ltd.: Maintain Aurisco Pharmaceutical 'Buy' rating, product line continues to expand and enrich.
On December 13, Gelonghui reported that CSC's Research Reports indicated that Aurisco Pharmaceutical (605116.SH) is one of the leading companies in the domestic specialty Active Pharmaceutical Ingredient sector. In recent years, the company's product line has been continuously expanded, driving sustained revenue growth. At the same time, the company is actively布局 in potential areas, believing that multiple catalysts can be seen for the company's future: 1) The dosage form Business continues to increase: The market for dydrogesterone tablets is being actively developed, and the composite packaging tablets of estradiol/dydrogesterone have been submitted for listing, and it is expected that new pipelines in the dosage form Business will continuously enrich, driving the company's performance growth. 2) Semaglutide Active Pharmaceutical Ingredient: The fermentation workshop factory and combination...
Aurisco Pharmaceutical (605116): Deeply engaged in the unique Active Pharmaceutical Ingredient, with formulations, peptides, and oligonucleotides making concerted efforts.
Key points: The company is one of the leading domestic players in the field of specialty Active Pharmaceutical Ingredient, focusing on technological innovation and deeply engaging in specialty complex Active Pharmaceutical Ingredient, leading in domestic advanced synthetic, synthetic biology, photochemistry and other fields. In recent years, the company's product line has been continuously expanded.
Aurisco pharmaceutical (605116.SH): Currently, there is no collaboration with novo-nordisk a/s.
Aurisco Pharmaceutical (605116.SH) stated on the investor interaction platform on November 28 that the company is actively carrying out the market development business of Semaglutide active pharmaceutical ingredient, currently not cooperating with Novo Nordisk.
gf sec: The upstream prices of penicillin and cephalosporin are fluctuating at high levels, while the active pharmaceutical ingredient is stabilizing at a low point.
According to data from the National Bureau of Statistics, the year-on-year PPI value for the manufacturing of active pharmaceutical ingredients in September 2024 is 97.10, an increase of 2.0 compared to the previous month, and up 1.63 from the average of 95.47 in the first half of 2024. Since the year-on-year PPI for active pharmaceutical ingredient manufacturing fell below 100 in the entire year of 2023, the recent PPI values have been on the rise, indicating that the overall price of active pharmaceutical ingredients is in a slight recovery phase after reaching a low.
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