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.
Abnormal trading investigation! The big bull stock special treat Jingfeng has been suspended for the first time, with an increase of over 752% in more than four months | Quick read of the announcement.
①*ST Jingfeng suspended trading for the first time this year due to abnormal fluctuations; ② The cumulative deviation of the closing price for two consecutive trading days reached 15.39%; ③ The stock price has increased by 752.78% in the past four months; ④ There is still uncertainty about the highly anticipated pre-restructuring matters.
Q3 earnings have increased year-on-year, fosun pharma promotes the sales of botulinum toxin products domestically | Direct coverage of the earnings conference.
① During the earnings conference, fosun pharma stated that the company's performance improved year-on-year in Q3 due to factors such as the continuous increase in innovative drug volume. ② Chief financial officer Chen Zhanyu revealed that the company is actively promoting the rapid上市 and sales of injectable type A botulinum toxin within china. ③ The privatization process of henlius and the accessibility of CAR-T products are also receiving significant attention.
Investors further inquired about the progress of the GLP-1 new drug review. Hebei Changshan Biochemical Pharmaceutical responded that the registration inspection has been completed and the approval time cannot be estimated. Directly focus on the earnings
①At today's earnings conference, investors repeatedly inquired about the review progress and approval time of the GLP-1 variety Exenatide injection, and the management team all stated that it is unpredictable; ②The management revealed that the on-site verification and registration inspection of Exenatide injection have been completed, and clinical trials for weight loss indications have not yet been conducted; ③Regarding the performance decline compared to the same quarter of multiple quarters, the management stated that they will accelerate overseas expansion to restore the profitability of the heparin business.
Cisen Pharmaceutical, the sales volume of the winning varieties in the group purchase has increased significantly. It is expected that the sales of the large infusion sector will stabilize in the second half of the year. | Live coverage of the earnings co
① At the earnings conference, the director of Cisen Pharmaceutical, Xunxin Xubing, explained the situation of the company's gross margin and revenue decline in the first half of the year; ② Xunxin Xubing stated that the sales volume of four varieties that the company won in the eighth batch of centralized procurement increased significantly compared to the same period last year; ③ The company's chairman, Du Zhenxin, introduced the situation of the company's generic drug and innovative drug research and development.
The decline in the pharmaceutical sector is affecting overall revenue. Fosun Pharma: Will focus on building super 1 billion yuan big varieties | Earnings conference highlights.
Fosun Pharma's revenue from innovative drugs in the first half of the year exceeded 3.7 billion yuan, accounting for about 18% of the overall revenue. Wu Yifang revealed that the business of innovative drugs will strive to achieve a compound annual growth rate of 30% in the next few years. Wu Yifang said that the privatization of Henlius is currently underway, and the entire business and pipeline of Henlius will be deeply integrated with Fosun Pharma through privatization.