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 Aimee vaccine / Baked Biological Type II Herpes Simplex Virus mRNA vaccine has been approved for clinical trials.
It is expected to fill the gap in the Global neonatal HIE treatment field, as Wanbangde Pharmaceutical Holding Group's subsidiary WP103 clinical trial application has been accepted by the FDA.
① Currently, no Pharmaceutical product containing Huperzine A has been approved for the market in the USA, and there are no approved drugs globally for the treatment of neonatal HIE. ② Multiple preclinical studies have shown that Huperzine A has significant potential for treating neonatal HIE, with the hope of addressing the pathophysiological challenges of hypoxia-ischemia through a comprehensive mechanism of action.
A total scale of 30 billion! The first national-level mother fund in the foreign trade and economic field is being raised, introducing listed company LP Jinbo Bio and Joinn Laboratories.
① The Innovation and Development Guidance Fund for Service Trade is a national-level fund initiated by the Ministry of Finance, the Ministry of Commerce, and China Merchants Group, approved by the State Council, with a total scale of 30 billion yuan. ② An IR practitioner stated to the Star Daily that the second phase of the service trade fund inviting listed companies to become LPs may be a more market-oriented signal.
Jinyu bio-technology: The industry is in the lowest valley period in history. New products next year will contribute to revenue growth | Directly addressing the earnings conference.
①At the performance briefing, jinyu bio-technology's chairman Zhang Chongyu frankly admitted that the industry is currently experiencing the lowest trough in history; ②The company stated that the competition in the pig vaccine sector is intense, and it will maintain its market share. Several new vaccines will be launched in the next two years. It is expected that the new products next year will contribute to a certain increase in revenue.
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.