Health & Beauty

The 2021 semi-annual report disclosed that it has entered the sprint period. Will the pharmaceutical companies that fight the "epidemic" have a strong record? The reporter's statistics found that as of August 27, 286 biopharmaceutical companies released 2021 semi-annual report data, of which 226 companies have achieved growth, accounting for nearly 80%, and 62 companies have doubled their net profits, accounting for more than 20%. From the perspective of sub-industries, the performance of medical equipment, traditional Chinese medicine, and chemical medicine companies is the most brilliant.

The medical equipment track ran out of the "performance king"

More than half of the half-year report of the pharmaceutical company disclosed that the "performance king" in the first half of the year has basically been locked. The Hotview Biotechnology from the Science and Technology Innovation Board is far ahead with an ultra-high growth rate of nearly 743 times. As a "pioneer" in the fight against the epidemic, the more hard-core the "epidemic" skill of the hot scene biological warfare is, the more brilliant the performance.

Specifically, in the first half of this year, the company achieved revenue of 3.6 billion yuan, a year-on-year increase of 3904.13%; net profit attributable to shareholders of listed companies was 1.453 billion yuan, a year-on-year increase of 74261.79%; basic earnings per share were 23.36 yuan. The company said that the high growth in performance is mainly due to the company's new coronavirus 2019-nCoV antigen detection kit (anterior nasal cavity) and new coronavirus 2019-nCoV antigen detection kit (saliva) two new coronavirus antigen rapid detection reagent products were obtained separately The German Federal Institute of Pharmaceuticals and Medical Devices (BfArM) is used for home free testing certification, which can be sold in German supermarkets, pharmacies, Internet stores, etc., prompting the company's explosive growth in foreign trade orders.

Jimin Medical temporarily ranks second with a net profit increase of 2823.67%. How can this traditional pharmaceutical company, which started with a large infusion, lead the way? The answer is hidden in the semi-annual report. In the first half of this year, the company achieved total operating income of 534 million yuan, a year-on-year increase of 55.64%. Among them, the medical device business achieved operating income of 274 million yuan, an increase of 107.39% over the same period last year, accounting for 51.28% of the company's total operating income; the medical service business and the large infusion business achieved revenues of 133 million yuan and 123 million yuan, respectively, a year-on-year increase 53.08%, 1.36%.

As Jimin Medical is actively transforming into the medical service industry, medical devices have become the company's main source of revenue and profits. During the reporting period, the company achieved a net profit of 105 million yuan attributable to shareholders of listed companies, a year-on-year increase of more than 28 times. The company frankly stated that, on the one hand, the company's medical device business profit has achieved a substantial increase, and the two subsidiaries Jumin Bio and LINEAR have achieved a total net profit of 75,664,700 yuan; on the other hand, the company's disposal of Yuncheng New Friendship Hospital has confirmed investment The income was 38,261,800 yuan.

In recent years, Jimin Medical has accelerated its deployment in the medical equipment and medical service industries, and successively acquired Spanish LINEAR Company, Hubei Ezhou Second Hospital (nearly 1,300 beds), Shandong Yuncheng New Friendship Hospital (more than 200 beds), and built Hainan by itself. Boao International Hospital (560 beds). In 2020, the company's medical device business and medical service business revenue accounted for 44.26% and 25.14%, respectively, and the proportion of large infusion revenue was reduced to 29.59%. In this context, the company's application was changed from "Jimin Pharmaceutical" to "Jimin Medical" to better fit the future development strategy.

Up to now, 61 of the 77 medical device companies have achieved growth, and 21 companies have increased by more than 100%, accounting for 27.27%. Companies involved in in vitro diagnostics business such as Kaili Medical, Leadman, Cap Biosciences, and Mingde Biosciences have maintained a strong growth momentum by virtue of their hard power in the prevention and control of the new crown epidemic.

In addition, companies involved in biomedical materials-related businesses such as Aibo Medical, Amic, Opcom, etc., have achieved outstanding performance driven by the industry's high prosperity and market demand.

Rely on fist products to "conquer the world"

After a period of suffering, the "medicinal effects" of a batch of Chinese medicine companies have gradually been stimulated. Of the 53 traditional Chinese medicine companies that have disclosed their semi-annual reports, 46 have achieved growth, accounting for more than 80%, and 11 companies including Taiji Group, Qizheng Tibetan Medicine, and Xinbang Pharmaceutical have doubled their performance. The reporter noticed that the sales force of leading products has become the most critical single-drug in the "secret recipe" of traditional Chinese medicine companies.

After Sinopharm Group became the master, the "medicinal effect" of Taiji Group was further explored. In the first half of this year, the company achieved sales revenue of 6.443 billion yuan, an increase of 11.97% over the same period last year.

Open the "prescriptions" of Taiji Group, the large variety forms the company's unique advantage. During the reporting period, the company adjusted its product structure, continued to implement the main product strategy, and strengthened the construction of large-scale product clusters. The sales of key products such as Huoxiangzhengqi Oral Liquid, Jizhi Syrup, Tongtian Oral Liquid maintained good growth, and gave full play to the role of large varieties to ensure The sustainable development of large-scale product clusters.

Relying on a leading product, Longmu Zhuanggu Granules, Jianmin Group made a good profit in the first half of the year. The company achieved operating income of 1.793 billion yuan, a year-on-year increase of 74.5%, of which the pharmaceutical industry revenue increased by 73.24% year-on-year, and the pharmaceutical commercial revenue increased by 75.76% year-on-year. The increase in the income of the pharmaceutical industry was mainly due to a 62.13% year-on-year increase in the operating income of the parent company. During the reporting period, the company achieved a net profit of 167 million yuan attributable to shareholders of listed companies, a year-on-year increase of 192.24%. The increase in net profit was mainly due to the increase in revenue from leading products such as Longmu Zhuanggu Granules, of which the sales of Longmu Zhuanggu Granules exceeded 200 million. bag.

Chemical drug companies adjust structure and strengthen sales

Look at the "report card" of chemical medicine: As of August 27, 88 chemical medicine companies have released semi-annual report data, 67 have achieved growth, accounting for more than 70%, and 19 companies have actively optimized their sales strategies and made efforts to the terminal market. Eventually achieve "doubled" performance.

Among them, Yaoshi Technology temporarily leads the "report card" with a performance increase of over 3 times. In the first half of the year, the company achieved operating income of 621 million yuan, an increase of 35.24% over the same period of the previous year; net profit attributable to shareholders of listed companies was 381 million yuan, an increase of 336.52% year-on-year. The growth in performance was mainly due to the company's active market expansion, increased sales orders and enhanced delivery capabilities.

Yaoshi Technology mainly provides gram-scale pharmaceutical molecular building blocks with novel structures and high-efficiency functions for drug research and development companies for the discovery of new drug molecules for customers. During the reporting period, the company added more than 500 popular molecular building blocks, which basically covered the current popular target compounds, such as key fragments of inhibitors such as KARS, SHP2, and BTK, to better assist customers in the research and development of new drugs. At the same time, the company designed more than 6000 molecules in the first half of the year to further expand the scope of molecular building blocks and enhance the company's competitiveness.

Laimei Pharmaceuticals achieved a turnaround in the first half of the year through the dual-engine sales model of “outside hospital + inside hospital”. During the reporting period, the company's operating income was 612 million yuan, a year-on-year increase of 2.23%; the net profit attributable to shareholders of the listed company was 32.392 million yuan, an increase of 40.496 million yuan over the same period last year, turning losses into profits.

It is reported that the company's product Esomeprazole Sodium for Injection won the bid for the fifth batch of national drug centralized procurement, which will increase the company's share of the digestive tract drug market and enhance the company's competitive advantage. Laimei Pharmaceuticals further revealed that the follow-up company will focus on the above-mentioned advantageous segments, continue to optimize the product structure, build a leading enterprise in the field of thyroid diseases, further refine and strengthen, and promote the stable growth of the company's performance.