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.
Huadong Medicine has obtained approvals for three new products at the start of the year, which is nearly half of last year's total.|Quick read announcement.
① Huadong Medicine announced today that three products have received approval for market release, while a total of seven products were approved for market release last year; ② Among them, a hyaluronic acid product in the medical aesthetics category and a Chemical Drug for treating ovarian cancer received domestic approval, while a medical instrument for evaluating kidney function received approval in the USA; ③ Huadong Medicine believes that the approvals will not have a significant impact on the current financial condition and Operating results of the company.
Hunan Jiudian Pharmaceutical will no longer monopolize the market? Leming Luosuolofen Sodium Gel Patch has been approved, and experts predict it will accelerate the Industry review process.
① Lemin Pharmaceutical's loxoprofen sodium gel patch has officially been approved, marking it as the first to pass the consistency evaluation for approval. From this point on, the market monopoly held by Hunan Jiudian Pharmaceutical has been broken. ② Experts say this indicates new progress in the review process, marking a trend toward a unified standard for the consistency evaluation of external patches, which will result in more pharmaceutical companies being reviewed and approved.
Main business income declined, Staidson is expected to report a loss of up to 0.15 billion in 2024 | Interpretations
① Staidson expects revenue in 2024 to decrease by 19.78%-1.95% year-on-year, with a net loss attributable to shareholders of 0.148 billion yuan-0.121 billion yuan, which is a narrowing compared to 2023. ② To integrate resources and reduce costs and increase efficiency, Staidson will deregister three loss-making subsidiaries in 2024.
News of suspected competitor approval causes Hunan Jiudian Pharmaceutical to "drop sharply". Is the market for Loxoprofen Sodium Gel Patch about to be reshuffled?
① A piece of news about a potential competitor's launch of loxoprofen sodium gel patches has severely impacted the stock price of Hunan Jiudian Pharmaceutical; ② Loxoprofen sodium gel patches are the Block Orders driving the revenue of Hunan Jiudian Pharmaceutical, contributing more than half of the total revenue in recent years; ③ The inclusion of patches in the national centralized procurement seems to be on the way, with related product reviews speeding up.