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.
An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.
① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.
The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.
The positive rate of influenza viruses nationwide continues to rise, and the sales of Against Influenza drugs continue to grow.
① According to the latest data from the China Center for Disease Control and Prevention, the positivity rate of influenza viruses continues to rise, with over 99% being type A influenza. ② As the number of influenza infections increases, the sales of antiviral drugs against influenza have also been growing recently. Currently, the antiviral flu medications available domestically mainly include Oseltamivir, Abidol, Mabalaosavir, Zanamivir, and Peramivir.
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.
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.