The growth of new HIV drugs is hard to compensate for the decline in human protein income. Will Eddie Pharmaceuticals' acquisition of Nanda Pharmaceutical break the deadlock? | Essential insights from the earnings conference.

① Due to the decline in revenue from human-derived protein products, jiangsu aidea pharmaceutical has seen a decrease in revenue this year. However, by acquiring Nanda Pharmaceutical, jiangsu aidea pharmaceutical hopes to create a second growth curve. ② The new HIV drug, Aynoreme Tablets, has received approval for the application of new indications, and jiangsu aidea pharmaceutical stated that this will help promote the sales and marketing of anti-HIV drugs.

cls.cn18:26

Intense competition in CRO has reduced gross margin. Sunlight Nuohe is entering the animal health field to seek new growth points.

①Sun Pharmaceuticals' revenue and net income for the first three quarters of this year have increased compared to the past, but the fierce competition in the industry has led to a decline in gross margin. The chairman revealed that the company is increasing research and development investment. ②In order to find new growth opportunities, Sun Pharmaceuticals has established a subsidiary to further expand its CRO business from the human pharmaceutical field to the animal health field, and has signed service orders with several large animal pharmaceutical companies.

cls.cnDec 2 15:59

Tasly Pharmaceutical Group: Some products price reduction led to a decline in Q3 gross margin. All parties are actively promoting the trade with China Resources Sanjiu Medical & Pharmaceutical | Focus on earnings conference

① Affected by the overall low prosperity of the pharmacy industry, the company's pharmaceutical commerce sector saw a decline in revenue in the third quarter this year; the pharmaceutical industry sector's revenue grew year-on-year, but price reductions on some products led to a decrease in gross margin, and the company expects the gross margin to remain stable in the future. ② Regarding the equity trade matters between the company's major shareholder and china resources sanjiu medical & pharmaceutical, the company's general manager Cai Jinyong stated that the company and relevant parties are actively promoting various works for this transaction.

cls.cnNov 27 22:29

The first domestically produced ADC drug has been fully approved for marketing in China. Kelunbote takes the lead. | Quick announcement

① Sichuan Kelun Pharmaceutical's holding subsidiary Kelun Botai has received domestic approval for the marketing of Lukanasatuzumab. ② This drug is used for the treatment of unresectable locally advanced or metastatic breast cancer and is the first domestically produced ADC to receive full approval for marketing in the country. ③ Two additional new drug applications for Lukanasatuzumab have been accepted by the NMPA.

cls.cnNov 27 21:14

This Thursday marks the start of the "soul negotiation" for medical insurance. Which companies are likely to be selected?

According to the National Medical Insurance Administration, a press conference will be held at 10 a.m. on November 28 at the National Medical Insurance Administration to announce the adjustments to the national medical insurance pharmaceutical catalog for 2024 and answer questions from reporters. This means that the results of the national negotiation for medical insurance centralized purchasing in 2024 will be announced this Thursday.

Securities TimesNov 26 19:39

Clinical results did not meet expectations, tasly pharmaceutical group suspends the eight-year development "marathon" of the new cancer drug | Quick read announcement.

① Tasly Pharmaceutical Group announced the suspension of research and development for its Anmeimuk monoclonal antibody, which has reached the phase IIb clinical research stage since its approval in 2016; ② According to clinical research results, the efficacy of Anmeimuk did not meet expectations, and competition with other EGFR monoclonal antibody biosimilars is intense; ③ This project also involves Sirun Pharmaceutical's shareholding, with Tasly Pharmaceutical Group and Sirun Pharmaceutical recording asset impairment losses of 0.162 billion yuan and 14.1448 million yuan, respectively.

cls.cnNov 23 00:06