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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.
Pacific Securities: Q3 revenue and profit growth of the active pharmaceutical ingredient sector have accelerated significantly, bullish on the high growth trend in Q4 performance.
In Q1 2024, the sector's gross margin is 36.38%, with a net margin of 12.78%. Q2 gross margin is 37.21%, with a net margin of 15.52%. Q3 gross margin is 38.27%, +1.88pct year-on-year, +1.06pct quarter-on-quarter, and net margin is 14.07%, +3.98pct year-on-year, -1.45pct quarter-on-quarter. Both gross margin and net margin have reached a new high compared to the same period in the past three years.
Aurisco Pharmaceutical (605116): steady performance, base disturbance, focus on Simei and formula increment.
The core view of the company's 24 Q1-3 revenue and profits have maintained a good growth trend, with Q3 quarterly profit performance affected by factors such as profit from the disposal of assets in the same period last year. Active pharmaceutical ingredients are expected to maintain steady growth, while the formulation business continues to promote and expand.
Aurisco Pharmaceutical (605116): There are fluctuations in the quarter, but the ability is still scarce.
Investment highlights in Q3: The company's revenue and profits were slightly affected by changes in business structure, foreign exchange gains and losses, and increased interest expenses on convertible bonds, showing some fluctuations. Looking at the company in the long term, the quarterly gross margin trend continued to improve compared to the previous quarter, and when compared to the industry, it was
Ping An Securities: The supply and demand relationship of active pharmaceutical ingredients continues to improve, and the integration of formulations contributes to long-term growth.
According to IQVIA data, from 2024 to 2028, the global pharmaceutical sales facing patent cliffs and losses are approximately $192 billion, presenting development opportunities for generic and related specialty active pharmaceutical ingredient companies.
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