A new generic version of enteric-coated esomeprazole has been approved, breaking Livzon Pharmaceutical Group Inc.'s monopoly on this exclusive large product worth "1.3 billion+".
① CSPC PHARMA's Zhongnuo Pharmaceutical (Shijiazhuang) Co., Ltd.'s Aplrazole enteric-coated tablets have recently been approved, breaking Livzon Pharmaceutical Group Inc.'s monopoly in this drug field; ② Industry experts believe that a price war in the Aplrazole enteric-coated tablet market is only possible when the number of approved companies reaches four or more.
Institution views: Reviewing previous growth bull markets, how will this round of AI market unfold?
Chen Guo believes that the key short-term tracking indicators may be the traffic of DeepSeek; in the medium term, if there is an explosive growth in edge AI and new application product traffic, then the market performance can reference Smart Phone and electric vehicles, mapping the changes in industrial prosperity from overseas to domestic.
Three new products have been approved! The competition landscape for gel patches is rapidly taking shape. Will national procurement be included soon?
① Today, three new gel patches have been approved for market launch, a new competitor has entered the market for the sodium lorazepam gel patch previously monopolized by Hunan Jiudian Pharmaceutical; ② The review and approval speed for gel patch products has significantly accelerated, with experts believing that a competitive landscape meeting the national procurement conditions seems to be rapidly taking shape.
Heparin centralized procurement not being selected has affected product sales. Hebei Changshan Biochemical Pharmaceutical expects a net loss in 2024 | Quick read announcement.
In 2024, Hebei Changshan Biochemical Pharmaceutical is expected to continue to report a loss in net income, but with a significant narrowing compared to 2023; previously, the company stated that there are currently no plans to conduct clinical trials for the weight loss indication of Abengutai injection.
Involved in the "first major bidding case of national procurement", ApicHope Pharmaceutical may face its first loss after going public | Interpretations
① Due to the continued increase in research and development investment, reimbursement of medical insurance refunds, and other factors, ApicHope Pharmaceutical may experience its first loss since its listing in 2024. ② It is expected that the net loss in Q4 will be between 0.225 billion yuan and 0.433 billion yuan.
Baillie Gifford submitted the prospectus, aiming for A+H shares, with Goldman Sachs, JPMorgan, and CITIC SEC serving as joint sponsors | A-share company listing in Hong Kong.