Medical network on July 17 - pharmaceutical industry stable profit growth, 75% of the drug companies are going
Public statistics show that in April 1, 2017 pharmaceutical industry accumulative total profit of 97.6 billion yuan, up 14.50% from a year earlier, the growth rate fell 1.1% from a year earlier.
More than half a year, with the approaching of the half-year release window, a growing number of drug companies released its earnings forecast, is the so-called "out with the tide, just know who's been swimming naked", some drug companies listed on the first results that appear performance suddenly turn hostile, some drug companies were maintained rapid growth.
As of July 15, our country has 130 (almost half) drug firms issued half year net profit in 2017, the forecast rise in net profit 90, six, equal forecast earnings, forecast earnings fell 34.
Among them, there are 5 companies revised preliminary results, there are four downward revisions to earnings, only a revised up performance.
Visible, although the industry profit although steady growth, but in the "two votes" overweight, national drug regulatory and strengthening health reform under the background of the development of the pharmaceutical industry to speaking out of turn.
▍ 34 drug firms fall in net profit or loss, double, Watson several drug firms "fall"
According to preliminary results have been issued drug firms, including 34 found a drop in net profit or loss. Watson of these creatures, double into pharmaceutical, green landscape holdings and Shanghai holdings in the same period in 2016 was losses, will continue to loss this year.
34 in the first half of 2017 performance decline or loss of the specific situation of the drug companies in the following table:
(note: the data from the eastern net wealth, subdivision industry classification according to tongda letter, data for reference only. According to the last disclosure time successively sort)
Watson biological
Watson biology was a representative star pharmaceutical biotechnology company. Listed, with 95 yuan starting price, 133.8 times the earnings set A new record in the a-share market starting p/e ratio, with limitless scenery. But after a performance is not satisfactory, repeatedly in losses, from 2014 to 2014, net profit, respectively after the buckle not - - - 145 million yuan and 413 million yuan and RMB 444 million yuan, face the risk of delisting.
As shandong vaccine incident in 2016, is to let Watson biological performance.
Therefore, the enterprise in 2016, has traded the real jade biological wehlen, guangdong and jiangsu Kang Huai equity investment income, its belong to shareholders of listed companies in 2016 net profit of 704.587 billion yuan, up 108.38% from a year earlier, just keep the identity of the listed company. But Watson in 2016 after a net profit of RMB 145 million, the situation is not optimistic.
In survived after delisting risk, Watson continued to enter a state of loss, although in the first half of the forecast is "possible losses", but from the point of view of the year, Watson on main turnround may is still very low, unless continue to sell assets, according to the research of the relevant securities company report predicts, Watson, net income may be controlled in 32 million yuan this year, falling by more than 100%.
Double into pharmaceutical co.
Double into pharmaceutical co., founded in 2000, is a chemical synthetic polypeptide drugs for characteristics of high-tech enterprises, specializing in drug research and development, production and sales. The company in August 8, 2012 version listed in shenzhen stock exchange.
Company has the abundant chemical synthetic peptide drug development, application of registration, production and marketing experience, has successfully developed in the Chinese market base tai (thymus new) for injection, injection with somatostatin, injected with thymopentin three chemical synthetic peptide drugs, there are multiple chemical synthetic polypeptide drugs are registered in the declaration.
Company has passed the FDA certification of chemical synthetic peptide API production workshop; Through the eu GMP certification of freeze-dried workshop. In in producing injection dosage forms with rich experience in production management, has four complying with the requirements of GMP freeze-dried preparation workshop, annual production capacity of nearly 80 million.
However, in recent years, the company's performance is not satisfactory. Last year 1-6 second annual report net losses of nearly 20 million yuan. In a quarterly in 2017, the company is expected this year between January and June business performance is expected losses, but the losses may have narrowed.
As for the cause of the loss, the company's explanation is that the semi-annual sales situation has improved, but still failed to meet expectations management. The main reason is that the pharmaceutical industry policy and bidding, market development cost is increased, product sales increased gross profit did not cover the cost of, cause the semi-annual continued losses.
▍ these drug firms actually grew more than 10 times!
The preliminary results have been issued in 130 drug firms, there are 96 drug firms profit flat or rise.
Among them, the transformation of pharmaceutical enterprises in 2016, show healthy performance during the first half of 2017 turn, net profit is expected to 37800 yuan to 462 million yuan, increased by 1807.4% ~ 2186.82%. The main reason is the company the material assets reorganization has been completed in 2016, according to the accounting standards for enterprises ", the material assets reorganization constitutes a reverse purchase, 2017 - June 1 performance is expected to include restructuring targets jia Lin pharmaceutical in the corresponding period is expected to achieve results.
And flying creatures, and northeast pharmaceutical companies increased more than 10 times, the temple of heaven creatures increased 8 times above, there are other more than 10 drug firms growth above 100%.
At the same time, some enterprises with exclusive varieties such as yasuhiro miyata pharmaceutical, wide reputation far also has good sustained profitability, successive years maintained a rapid growth.
In addition, some certain characteristics of enterprises such as medicine, regional pharmaceutical business rapid expansion also bring performance of steady growth.
Yasuhiro miyata pharmaceutical co.
Yasuhiro miyata pharmaceutical is domestic only has a biological innovation medicine products listed companies, 2013 companies compaq heap injection (mu), used in the treatment of senile fundus macular degeneration caused by fundus blood vessel growth, is the first domestic anti VEGF fusion protein.
Currently compaq heap at the beginning of the injection volume is still in the product, the global similar products regeneration yuan BaiXiPu o 2015 sales of $4.039 billion, novartis's licensed sales of $2015 in 2.06 billion, the company's products has a great potential and rare at the same time the products of the company is expected to enter the health care through the price negotiation directory, will boost the company's products quickly.
In addition, the company most varieties of medicines and proprietary Chinese medicine into the health care: the company's proprietary Chinese medicine veins kang capsule (mainly pine age, liver resolve depression capsule, bravery shu capsule, and seven varieties) 2015 annual revenue is 920 million yuan, up 11% from a year earlier, chemical medicine (mainly venlafaxine, o pp etc, moser will benefit, and four varieties) income is 880 million yuan, up 15% from a year earlier, most of the varieties was incorporated into medical insurance directory, under the background of the current health care strictly control cost company proprietary Chinese medicine and medicine to achieve steady growth.
The company forecast performance year-on-year growth of 20% in the first half of 2017-50%, net profit of between 214 million yuan to 267 million yuan.
The temple of heaven creatures
With Watson creatures with the same for the medical vaccines and blood products production enterprise of tiantan biological performance increased significantly more than 8 times in the first half of 2017.
The temple of heaven biology is one of China's oldest vaccines and blood products manufacturing enterprises. Company predecessor of Beijing institute of biological products (its predecessor was founded in 1919 in the central of beiyang government and epidemic prevention, is the cradle of Chinese biological products) listed on the Shanghai launched in 1998, now China pharmaceutical group company subordinate one of six major listed companies.
Company business income and net profit growth of blood products, in the first half of 2017 to achieve revenue 69439 staged a ten thousand yuan, in addition, the company held by the transfer of Beijing north research biological products co., LTD. 100%
Equity and changchun QiJian biological products co., LTD. 51% stake, achieve 782 million yuan of investment income (before tax).
Rui kang pharmaceutical
Rui kang pharmaceutical is a based in shandong, spread to the area of drug.
Perfect sales network, terminal directly ability perfect sales network, terminal directly coverage ability has been a highlight one of the core competitive advantage of company. Companies are now direct sales model in shandong province in the country provinces replication, control the terminal sales channels of medical institutions, platform construction of the national channels. In the country has more than 20 provinces, through in the provinces of holding company, implement the national direct marketing channel construction.
Rui kang medicine pays attention to provide medical services to the customers, mainly provide supply chain services for drug companies, medical equipment, medical logistics service supply chain service, mobile medical information service, the third party logistics service, etc.
With the rapid expansion of enterprise business, in the first half of 2017 is expected to net profit in 445.2696 million yuan to 553.872 million yuan, an increase of more than 100%, is the white horse in regional drug company.
However, with the deepening of the health care company, medicine and the strengthening of regulatory policy, pharmaceutical enterprise growth hidden worry, some of the fast growth of enterprises is not the expansion of the pharmaceutical business benefits, but additional revenues from the investment means make the thickening of the company's performance greatly.
96 in the first half of 2017 net profit year-on-year flat or rising drug firms and the circumstances in the following table:
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