The movie "Hot and Hot" ended with 27The box office of 200 million yuan won the Spring Festival champion, and "Jia Ling lost 100 pounds" also rushed to the hot search.
The heated discussion caused by Jia Ling's weight loss is behind the huge demand of the ** crowd. In the capital market, the first concept stocks seem to have a "comeback" trend.
According to the data of Oriental Wealth Choice, as of February 20, the drug index was **261%。In the past 5 trading days, the **drug index has accumulated**1813%。
* The momentum of pharmaceutical concept stocks is strong, and the ** companies that hold positions have also been wiped out, and there have been ** managers who have laid out in advance.
*Concept stocks are hot.
On February 20, pharmaceutical stocks opened higher, led by ** pharmaceutical concept stocks. On the same day**, the drug index**261%。
* On February 20, Boji Pharmaceutical and Changshan Pharmaceutical rose by 20%, Jinkai Biotech and Huasen Pharmaceutical rose by more than 10%, and many concept stocks such as Hanyu Pharmaceutical, Borui Pharmaceutical, and Sirnaomics rose by more than 5%.
In fact, since the third quarter of last year, semaglutide has been frequently searched for hot searches, which has triggered a wave of A-share concept stock boom. According to data from Oriental Wealth Choice, from September 8, 2023 to October 16, 2023, the **drug index** exceeded 20%.
Since February 6 this year, ** concept stocks seem to have a "comeback" trend. In the five trading days from February 6 to February 20, the **drug index totaled**1813%。
The market for first-class drugs with huge potential has also attracted competition from domestic pharmaceutical companies, and domestic GLP-1 drugs have also made continuous progress.
In July 2023, Huadong Medicine announced that the marketing authorization application for liraglutide injection for the indication of obesity or overweight declared by its wholly-owned subsidiary, Hangzhou Zhongmei Huadong Pharmaceutical***, has been approved, and the first domestic GLP-1 "** needle" has been obtained.
On February 6, Hengrui Pharmaceutical announced that the Phase II clinical trial of HRS-7535, an oral small molecule GLP-1 agonist, for weight loss, was approved. On the same day, Tonghua Dongbao announced that the clinical trial application for THDBH120 (GLP-1 GIP) weight loss indication of THDBH120 (GLP-1 GIP) of Dongbao Zixing (Hangzhou) Biopharmaceutical, a wholly-owned subsidiary, was accepted.
On February 7, according to the official website of the Center for Drug Evaluation (CDE) of the State Food and Drug Administration of China, the first bariatric indication application of Innovent Biologics for the indication of Masdotide (GLP-1R GCGR) was accepted.
Talking about the reasons for the popularity of concept stocks, Liu Chunsheng, an associate professor at the University of Finance and Economics, analyzed to the reporter of the International Financial News that the increase in the number of obese people and the deepening of people's understanding of various health problems caused by obesity have led to the growth of demand for medicines, which has obviously stimulated this demand. After the Spring Festival, consumers' weight anxiety also drove the demand for ** drugs in the short term. The overall valuation of the pharmaceutical sector is low, and there is a certain margin of safety for investment.
Li Yifeng, manager of Guangzhou Round Rock Investment, told reporters that the number of overweight and obese people in the world is rising, and the obesity rate of Chinese adults is also growing, and the drug market has huge potential. With the growing demand for GLP-1 (glucagon-like peptide-1) drugs, the sales performance of Eli Lilly and Novo Nordisk exceeded expectations, driving GLP-1**, which was mapped to China, and the number of enterprise declarations continued to increase. With the change of economic growth rate and the switch of market style, the business model of large varieties has high certainty and strong sustainability, and new indications have been approved overseas in the future, which has further detonated the first drug.
Or will usher in a 100 billion dollar market.
At present, the most advanced drugs are mainly developed around the mechanisms of inhibiting gastrointestinal absorption, inhibiting fat synthesis, increasing energy expenditure, and suppressing appetite. Among them, GLP-1R is the mainstream drug R&D target.
As a potential solution, GLP-1 drugs are attracting the attention of many consumers and professionals, and sales of this class of drugs have seen strong growth in 2023.
At present, the first-class pharmaceutical market has formed a situation in which Novo Nordisk and Eli Lilly dominate.
The Pacific ** research report pointed out that semaglutide, as a star product of Novo Nordisk, will achieve a total of 212 in 2023With $1.1 billion in sales, it is just one step away from Keytruda's "throne of medicine". Among them, semaglutide injection ozempic (type 2 diabetes indication) revenue 139US$1.7 billion, up 60% year-on-year; Semaglutide tablets Rybelsus (indication for type 2 diabetes) revenue 27US$2.6 billion, a year-on-year increase of 66%; Semaglutide Injection Wegovy (Obesity Indication) revenue 45$5.7 billion, a year-on-year increase of 407%. It can be seen that the growth of ** indications is particularly strong.
Tirzepatide is Eli Lilly's most interesting product in 2023, with total revenue reaching 53$3.9 billion, exceeding Eli Lilly's initial expectations of $4 billion. Among them, Zepbound (Tirzepatide Weight Loss Edition) contributed 1. in just over a month after being approved by the U.S. Food and Drug Administration (FDA) in November 2023$7.6 billion in results. The Pacific Research Report further pointed out.
Morgan Stanley**, Eli Lilly is on track to become the first biopharmaceutical company to reach a market capitalization of $1 trillion with the oral GLP-1 drug orforglipron in trials.
Goldman Sachs analysts** said that the global market for anti-obesity drugs could grow to about $100 billion by 2030 (the market will have annual sales of about $6 billion at the beginning of 2023).
* Manager layout in advance.
* Concept stocks are popular, the stock price is rising, and there are ** managers who have laid out in advance.
According to the third quarter report of Sirnaomics in 2023, the flexible allocation of medical reform and the flexible allocation of financial health industry are the first.
2. The eighth largest circulating shareholder.
On February 20, Sirnaomics reported 2493 yuan shares, the stock price of the day **76%。According to the data of Oriental Wealth Choice, in the past five trading days, the stock price of Sirnaomics has accumulated **4085%。
According to the top ten shareholders disclosed by Borui Pharmaceutical on February 19, the flexible allocation of China Merchants Advantage Enterprise is the seventh largest circulating shareholder of the company. In the fourth quarter of 2023, Borui Pharmaceutical will receive a number of public offerings** such as Wanjia ** and Huaan **.
On February 20, Borui Pharmaceutical closed at 2823 yuan shares, the stock price of the day **795%。In the past 5 trading days, Borui Pharmaceutical's stock price has accumulated **3906%。
In addition, many ** concept stocks such as Zhongsheng Pharmaceutical and Nuotai Biotechnology have received public offerings in the fourth quarter of 2023.
So, can the popularity of concept stocks be sustained?
Liu Youhua, deputy director of the wealth research department of Paipai.com, told reporters that he is optimistic about the market prospects of the first-class pharmaceutical sector. First, the number of obese people continues to grow, providing a broad market space for the development of the first-class pharmaceutical industry. Second, the improvement of residents' awareness of weight management and consumption capacity is expected to further increase the market demand for first-class drugs. Third, the continuous research and development of new drugs can activate more potential demand in the first-class drug market.
*The pharmaceutical market has great potential, but it also faces many challenges, and investors also need to pay attention to risk control.
Zhang Xuefeng, a financial commentator, told reporters that the market prospect of first-class drugs is affected by people's health awareness, and is also restricted by regulatory policies and market competition. Some ** drugs may have unclear safety and efficacy issues, which need to be carefully evaluated. Investing in ** pharmaceutical concept stocks needs to pay attention to risks. **The pharmaceutical industry is highly competitive and the market environment is changing rapidly, investors need to pay close attention to industry dynamics and corporate performance, as well as potential risk factors, such as policy changes, product safety, etc.
Investing in ** pharmaceutical concept stocks also needs to consider the long-term development trend of the industry. With the improvement of people's health awareness and lifestyle changes, the ** drug market may gradually transform to health ** products and services, investors need to pay attention to the innovation direction and trend of the industry, and choose companies with long-term competitive advantages to invest. Investors need to conduct sufficient research and risk assessment, make prudent decisions, and pay attention to controlling investment risks. Zhang Xuefeng said frankly.