As a trillion-level track, the medical and pharmaceutical sector has great growth potential and a tenfold growth space for leading stocks in many subdivisions, which is favored by long, medium and short style funds, and has always been one of the core main lines of the bull market. This article collects some of the 2023 annual report growth, as well as high-quality healthcare stocks with broad growth prospects in the future, for readers' reference.
1. Furui shares: fatty liver + ** drug upstream shovel stocks, with broad prospects
1. The company has established a cooperative relationship with Novo Nordisk to jointly promote the early diagnosis of nonalcoholic steatohepatitis. Novo Nordisk uses the company's FibroScan for the research and development of its new NASH drug.
2. The company's FibroScan liver fibrosis diagnostic equipment is the first in the world, and has been included in the liver disease detection guidelines or as an officially recommended liver elasticity testing equipment by authoritative institutions such as the American Association for the Study of Liver Diseases, and has obtained the certification of the European Union CE and the American FDA.
3. The company's main business includes the production and sales of drugs in the field of liver disease, the research and development and sales of diagnostic equipment, and medical services; Cooperate to establish a "love liver lifelong health management" that provides professional medical services for patients with liver disease.
2. **Pharmaceutical: Annual report forecast + new active horbin + biopharmaceutical, new active hormone explosive varieties, continue to contribute to performance
1. It is estimated that the net profit in 2023 will be about 800 million yuan, a year-on-year increase of about 116%. The reason for the change was revenue growth.
2. The company's semi-annual sales volume of new active elements in 2023 will be 460540,000 pieces, the company started the second phase of the reconstruction and expansion of the new active element production line in 2021, and the total annual production capacity will reach about 15 million pieces after the expansion.
3. The company's main products involve cardiovascular and cerebrovascular, hepatobiliary, sprain, rheumatism, rheumatoid, cold and other fields, and the representative varieties are Xinhuo, Imdo, Nordicon, Shiwei Tida Capsule, Snow Mountain Golden Luohan Pain Relief Coating, Pediatric Shuangqing Granules, etc.
Three: Tebao Biology: Annual report forecast + hepatitis B + growth hormone, Paigabin explosive products continue to contribute to performance
1. The company expects a net profit of 5300 million to 5800 million yuan, a year-on-year increase of 8466% to 10208%。During the reporting period, with the continuous deepening of the clinical research on hepatitis B, the role of paigebine, as a first-line antiviral drug for chronic hepatitis B, has been further recognized by experts and patients for improving the clinical rate of hepatitis B patients and reducing the risk of liver cancer, and the product has continued to be extended.
2. The company's application for registration of Yipei growth hormone injection was accepted; Yipei Growth Hormone Injection (Application Classification: **Category 1 of Biological Products) is a long-acting human growth hormone independently developed by the company, which is intended to be used for children's growth disorders caused by insufficient endogenous growth hormone secretion.
3. The company is committed to becoming a leader in the field of chronic hepatitis B clinical practice, and actively exploring the optimization of hepatitis B clinical program. The company's core product, Paigbin, was approved for marketing in 2016 and is the first long-acting interferon product with completely independent intellectual property rights in China, and continues to maintain a leading position in the field of chronic hepatitis B**.
Four: Taiji Group: Traditional Chinese medicine + annual report growth, state-owned enterprise reform with high-quality asset injection expectations
1. The company is mainly engaged in the production and sales of Chinese and Western patent medicines, and has a complete industrial chain such as pharmaceutical industry, pharmaceutical business, medicinal material planting, and pharmaceutical research and development. The company expects a net profit of about 8300 million yuan, an increase of 134 over the previous yearabout 13%; The change was due to revenue growth, etc.
2. The company has 13 pharmaceutical factories such as Southwest Pharmaceutical Co., Ltd.; It has more than 20 pharmaceutical commercial companies such as Chongqing Tongjunge"Industry, commerce, science and trade"It is one of the largest enterprise groups with the most complete pharmaceutical industry chain in China.
3. The company has 1242 approvals for Chinese and Western medicines, 86 national exclusive production approvals, and 290 national patents. The company's products focus on the "6+1" key areas, with digestive system and metabolic drugs, respiratory system drugs and other key areas, and the basic product line of Chinese and Western general medicine for the public, forming a wide range of products in the field.
Five: Purui Ophthalmology: Ophthalmology Chain Hospital + Annual Report Increases, Gold Ophthalmology, Silver Dentistry, Copper Orthopedics
1. The company is a specialized chain medical institution dedicated to providing diagnosis, health care and medical optometry and other ophthalmic general medical services for patients with ophthalmic diseases. The ophthalmology services provided are divided into four categories: refractive (51%), cataract (17%), medical optometry (16%) and comprehensive eye disease (16%).
2. The company has opened 22 chain ophthalmology specialty hospitals, covering all municipalities directly under the central government and more than 10 provincial capitals across the country, and the company adopts the "direct chain business model" with more than 1,000 professional medical service personnel.
It was announced on January 16 that the net profit in 2023 is expected to be 26 billion to 28.5 billion yuan, an increase of 1164 times to 1286 times.
Six: Xingqi ophthalmic drugs: atropine was accepted for marketing + ophthalmic drugs
The company's atropine sulfate eye drops obtained the "Notice of Acceptance" for the registration and marketing authorization of domestic production drugs, and the declared indication is: for delaying the progression of myopia in children.
2. According to the official data released by the National Health Commission, the myopia rate of adolescents in China is 527%, corresponding to about 100 million people with myopia. Assuming that after the official listing, ** will be reduced to 100 yuan box, and the cost borne by users will be reduced to 1,200 yuan per year, and the optimistic estimate of the penetration rate will increase by 10%, which is expected to bring 12 billion yuan of revenue to the company.
3. The company's products include dry eye products, ophthalmic anti-infective drugs, ophthalmic anti-inflammatory and anti-infective compound drugs, mydriatic drugs and cycloplegic drugs, ophthalmic non-steroidal anti-inflammatory drugs, mydriatic drugs and anti-glaucoma drugs, etc., covering ten ophthalmic drug subcategories, and establishing a "complete series and variety" ophthalmic drug product system.
Seven: Micro electrophysiology: annual report growth + cardiac electrophysiology equipment and consumables
On the evening of October 26, the company announced that the company's revenue in the first three quarters was 23.6 billion yuan, an increase of 2301%, net profit 1151960,000 yuan, an increase of 32536%。
2. In the field of cardiac electrophysiology, the company is one of the few manufacturers in the global market that has completed the complete layout of cardiac electrophysiology equipment and consumables at the same time, breaking the long-term monopoly position of foreign manufacturers in this field.
The Columbus 3D cardiac electrophysiology mapping system independently developed by the company has won the "Shanghai Brand" certification, and is currently the only 3D cardiac electrophysiology mapping product approved to enter the green channel in China.
4. The company's single-use magnetically positioned microelectrode radiofrequency ablation catheter under development has been approved in China in December 2021, which is the only one in China; The pressure-sensing magnetic positioning perfusion frequency ablation catheter is expected to be approved in 2023 to fill the gap in China; The cryoablation system and catheter are expected to be approved in China in 2023, becoming the first in China.
Eight: Gan & Lee Pharmaceutical: GLP-1 + insulin aspart injection + annual report turnaround, ** drug space is broad
On February 6, the intraday news that the company's GLP-1 related products may have three phase results in 2024. If all goes well, it is expected to be able to apply for listing in 2025. The company's positioning of this product mainly focuses on the field of diabetes.
2. The company's net profit in 2023 is 2900 million yuan-3500 million yuan, mainly due to the significant increase in the sales volume of the company's domestic insulin preparation products compared with the same period last year, especially the sales growth of mealtime (fast-acting) and premixed insulin products.
3. The company is a high-tech enterprise mainly engaged in the R&D, production and sales of insulin analogue APIs and injections, with a complete insulin R&D pipeline. It has mastered the core technology of third-generation insulin, and is the first domestic manufacturer to have both insulin glargine and insulin aspart.
Nine: Baili Tianheng: innovative drug + BL-B01D1 cooperation, ADC hot track leader
Systimmune, a wholly-owned subsidiary, entered into a global strategic cooperation agreement with Bristol-Myers Squibb for the development and commercialization rights of BL-B01D1. BL-B01D1 is a potential first-in-class EGFR HER3 bispecific antibody-drug conjugate (ADC). Under the agreement, the upfront payment is $800 million, with a potential total transaction value of up to $8.4 billion.
In April, a total of 7 important research results of the company's independent research projects were included in the 2023AACR Annual Meeting, all of which were qualified for poster presentation, and the latest research results of self-developed new anti-tumor drugs such as bispecific antibodies, tetraspecific antibodies, and ADC drugs will be displayed at the 2023 AACR Annual Meeting.
3. The ADC platform is completely owned by the company, and there is a complete optimization of the ADC, including complete research on toxins, linkers, and payloads. The company is a high-quality supplier of chemical and Chinese patent medicines in China, and its main products such as propofol and astragalus granules have a high market share in the domestic market.
Ten: New Novo: Capital increase in Jushi Bio + breast milk oligosaccharides + acarbose (diabetes).
On September 11, the company will increase its capital to Jushi Biotech in cash, obtain 51% of the equity of Jushi Biotech, and realize the holding of Jushi Biotech, and Jushi Biotech has established an experienced and creative R&D team. Jushi Biotech has more than 20 research projects, including 1 marketed product (new crown mRNA vaccine sys6006) and so on.
2. The subsidiary CSPC Shengxue and Henglu Biotechnology jointly invested in the establishment of Shijiazhuang Henglu Biotechnology. The purpose of the joint venture is to be a production center for human milk oligosaccharides and other biosynthetic products.
3. The company is the world's largest caffeine producer, the country's largest producer of acarbose raw materials, and the world's leading supplier of three major international beverage companies such as Pepsi-Cola; Acarbose is a glucosidase inhibitor that enables glycemic management in people at or risk of diabetes.
Ten.
1. Hisco: prostate cancer + anesthesia and analgesia + innovative drugs.
The company's caspofungin acetate for injection passed the consistency evaluation of generic drug quality and efficacy. This variety is currently the first-line drug used for systemic fungal infections.
2. The company's self-developed HSK31679 tablets are a THR-agonist, which can be used for the treatment of NASH (non-alcoholic fatty liver disease), and the phase II clinical trial of the project has been basically completed. The marketing application of the company's self-developed innovative neuralgia drug HSK16149 capsule was accepted.
3. The statistical analysis results of the first phase clinical trial of the company's cyclopofol injection in the United States (HSK3486-304) reached the preset primary endpoint; The innovative drug HSK7653 tablets under development have completed two phase clinical trials, and more than 900 subjects with type 2 diabetes have been enrolled in the two trials, and the trial results have reached the preset endpoints.
4. The company is a diversified and professional pharmaceutical group listed enterprise integrating R&D, manufacturing, sales and other businesses of innovative drugs. It has a product layout covering anesthesia and analgesia, parenteral nutrition, tumor antiemetic, liver disease**, digestive system, nervous system, anti-infection and other subdivisions, and the existing 49 varieties are mostly the first or exclusive imitations in China, and the main products include cyclopofol injection, compound amino acid injection (18AA-VII), etc., and the sales of cyclopofol in 2025 will be 1.5-2 billion yuan.
5. The company holds 767% shares, the latter's self-developed HC-1119 is the world's first ** prostate cancer and breast cancer drug.
Twelve: Wuwu Bio desensitization drug + allergen diagnosis
1. The company is the only company in China that produces standardized sublingual desensitization drugs. At present, there are only three desensitization drugs on the market in China, and as the only sublingual desensitization drug, it has obvious advantages in safety, convenience and compliance, with a high market share of more than 80%.
2. The scale of China's desensitization diagnosis and treatment market continues to expand, and the only sublingual allergen desensitization preparations approved for marketing in China are the "Dust Mite Drops" and "Artemisia Annua Drops" produced by the company.
3. The marketing authorization applications of the company's 4 ** prick diagnostic reagents, including Artemisia annua pollen pricking solution, have been accepted, and in addition, there are 5 ** prick diagnostic reagents in the phase III clinical trial stage.
4. The company has completed the pilot production of the first stem cell ** drug, and it is expected to carry out the formal application for the filing clinical study of the first stem cell product after the quality review and inspection of the Central Institute for Inspection and Quarantine is completed.