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 State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.
After investing 1.5 billion over three years to build a Global research and development headquarters, can Zhejiang Orient Gene Biotech win this "turnaround battle"?
① Zhejiang Orient Gene Biotech spent 0.29 billion yuan to acquire land in Zhangjiang, planning to build a global digital research and development innovation headquarters project with a total investment of 1.5 billion yuan, expected to achieve annual sales revenue of 1.5 billion yuan upon reaching production capacity. ② After the demand for nucleic acid testing declined, Zhejiang Orient Gene Biotech encountered a performance "slump", remaining in a net loss of over 260 million yuan until the first three quarters of 2024.
When will Hunan Nucien Pharmaceutical Co., Ltd. emerge from the shadow of losses after the termination and delay of core Innovative Drugs projects?
① Due to the difficulty of research and development and the slow progress, Hunan Nucien Pharmaceutical Co., Ltd. has terminated the development of the Peramivir dry powder inhaler project. At the same time, due to stricter approval processes, the Peramivir inhalation solution project will be postponed for two years. ② Given the multiple competition faced by the Peramivir injection, the adjustments to the new drug project will bring new uncertainties to the development of Hunan Nucien Pharmaceutical Co., Ltd.
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.