The domestic epidemic continued to tighten this week. As of 24:00 on October 30, according to reports from 31 provinces (autonomous regions, municipalities directly under the central government) and Xinjiang Production and Construction Corps, there are 814 confirmed cases (including 33 severe cases) and 6 suspected cases. The National Health Commission has launched the inoculation of some people for 6 months to complete the entire vaccination process; many places have started COVID-19 vaccination for children aged 3-11, involving many provinces in Hunan, Hubei, Zhejiang and Qiong; the viruses in this round of epidemic in Beijing are all Delta mutant strains. In terms of policy,
, robot assisted orthopedic surgery, early screening and testing for intestinal cancer, etc. have officially entered Beijing medical insurance; the 2021 national medical insurance negotiations will begin in November.
major companies, MSD will share anti-COVID-105 developing countries oral drugs; Huadong Pharmaceutical third quarter report announced that the "Girl's Needle" prepayment exceeded 100 million; Yunnan Baiyao stock trading loss was 1.5 billion, which was a hot search on Weibo; Kailaiying , a wholly-owned subsidiary of Kainuo Pharmaceutical, acquired 100% of the equity held by the original shareholders of Yipu Keno with its own funds of approximately RMB 136 million; Aier Eye Hospital's third quarter report was announced, Hillhouse reduced its holdings and Gelan increased its holdings in ; Eli Lilly's third quarter report disclosed the revenue of Cinda pd1 and Junshi Zhonghe antibody. In terms of
products, Hengrui PD-L1 monoclonal antibody small cell lung cancer phase 3 clinical trials reached the main endpoint and is expected to be launched in the near future;; AstraZeneca PD-L1 phase 3 clinical trials reached the main endpoint, which is a new breakthrough in first-line cholangiocarcinoma ; Li's Pharmaceutical Factory's new anti-PD-L1 monoclonal antibody drug application has been accepted.
capital market , Yingtong Technology won the first AI stock of medical care; Beijing Stock Exchange 's first stock Jinhao Medical rose 43% on the first day; Huiyu Pharmaceutical broke the issue on the first day of listing on the Science and Technology Innovation Board; Weigao intervened to complete a round A financing of more than 100 million yuan; Haoxinqing received another C+ round strategic investment; Hardcore Pharmaceutical, which focuses on men's health, completed a round A financing of tens of millions of dollars.
The following is Caijiandao’s compilation of key content:
major events
1 1 Zhao Junning was appointed deputy director of the State Drug Administration
On October 29, 2021, the Chinese Government Website released the "Appointment and Removal of State Staff from the State Council". Among them, Zhao Junning was appointed as the deputy director of the State Drug Administration.
Zhao Junning, male, born in October 1964, from Jiangning, Jiangsu Province, doctor of medicine and postdoctoral fellow in medicine. He has served as the director of , Sichuan Academy of Traditional Chinese Medicine, director of the Sichuan Provincial Center for Translational Medicine, director of the Key Research Office of Traditional Chinese Medicine Quality Biological Evaluation of Traditional Chinese Medicine, director of the Engineering Technology Research Center for the Development of Authentic Medicinal Materials Systems of Sichuan Department of Science and Technology, and director of the Research Center for the Formation Principle and Quality Evaluation of of the Sichuan Provincial Development and Reform Commission.
2 2021 National medical insurance negotiations are about to begin
This year's medical insurance negotiations are currently scheduled for early November. Recently, the National Health Insurance Administration has basically completed one-to-one exchanges with enterprises, and will enter the formal negotiation process later.
3Msday will share anti-COVID-19 oral medications with 105 developing countries
U.S. Capitol Hill reported that Merck announced on Wednesday that it will share its antiviral drug "monupivir" for the treatment of new crown with developing countries to expand the scope of use of this promising treatment. Merck and its partner RIDGeback Biotherapeutics reportedly said they have entered into a treatment license agreement with UN , allowing 105 low- and middle-income countries to share the drug. On October 1, Merck released interim results from the Phase III clinical trial, indicating that oral medication can halve the hospitalization and mortality rate. On October 11, Merck applied to US Food and Drug Administration (FDA) for emergency approval of new crown oral medicine.
4 Robot assisted orthopedic surgery, early screening test for intestinal cancer, etc. officially entered Beijing Medical Insurance
According to the "Notice of the Beijing Health Commission Beijing Human Resources and Social Security Bureau on Standardizing the Adjustment of Prices of Medical Services in Physical Therapy and Other Medical Services" (Beijing Medical Insurance Fa [2021] No. 23): From October 23 this year, robot assisted orthopedic surgery will enter the Beijing Class A medical insurance payment directory (can be 100% reimbursed), and one-time robot special equipment will receive Beijing Class B medical insurance payment (can be partially reimbursed). At the same time, gene methylation testing is included in Class A medical insurance service items and Class A work-related injury insurance items as laboratory diagnostic items. The subjects can fully reimburse the test costs. It is reported that gene methylation is mostly used in early screening technology for intestinal cancer.
major companies
1 3 Hillhouse reduced its holdings and increased its holdings. Aier Eye Hospital's third quarter report announced
Aier Eye Hospital announced that its operating income in the first three quarters was 11.596 billion yuan, a year-on-year increase of 35.38%; net profit was 2.003 billion yuan, a year-on-year increase of 29.59%. Net profit in the third quarter was 888 million yuan, a year-on-year increase of 2.05%.
star fund manager Ge Lan increased his holdings in "Yingmao" Aier Eye Hospital, and received his 's stake in 35.5766 million shares, and promoted from the sixth largest circulating shareholder at the end of the second quarter to the fourth largest circulating shareholder. However, Hillhouse's HCM China Fund, which has held Aier Eye Hospital for more than two years, has withdrawn from the list of top ten circulating shareholders. In the third quarter, Hillhouse's HCM China Fund reduced its holdings of Aier Eye Hospital by more than 60 million shares. Based on the average transaction price of Aier Eye Hospital in the third quarter, the cash out amount exceeded 3.2 billion yuan. In addition, Zhang Kun, the top 100 billion yuan, also chose to "run away".
2 Eli Lilly's third quarter report disclosed Cinda pd1 and Junshi Zhonghe antibody revenue
On October 26, pharmaceutical company Eli Lilly released its third quarter financial report for 2021. Revenue in the third quarter was US$6.773 billion and net profit in the third quarter was US$1.11 billion.
Xindilizumab (Tyvyt) sales in the third quarter were US$125.6 million, or approximately RMB 800 million, a year-on-year increase of 49%. In the first three quarters, Xindilizumab sold $340 million, or about RMB 2.17 billion.
neutralizing antibodies resumed distribution on September 13, confirming antibody revenue in the third quarter was US$217 million. As of today, antibody revenue was $1.3 billion and raised expectations for this year. The main events of
neutralizing antibodies in the third quarter include resumption of distribution; indications expanded: post-contact prevention; 388,000 dose orders in the United States, and 5.2 million dose orders in EU html.
3 3 Huadong Medicine’s third quarter report: “Girl’s Needle” prepayment exceeds 100 million
On the evening of October 26, Huadong Medicine (SZ.000963) released its third quarter report for 2021.
report stated that the company's medical beauty business continued to show a rapid growth trend in the first three quarters. Sinclair, the global medical beauty operation headquarters, not only doubled its revenue in the first three quarters, but also EBITDA ( profit before interest, tax, depreciation and amortization ) also achieved its best performance since its acquisition in 2018, and it is expected that the annual revenue will also reach the best level in history.
Among them, the company's core medical beauty product Ellansé Yiyanshi ("Girl Needle") has started commercial sales in mainland China at the end of August, and orders in the downstream market have been booming, with prepayments of more than 100 million yuan, which is expected to exceed the annual target sales plan. At present, the number of cooperative hospitals signed has exceeded 120, and the number of trained and certified doctors has exceeded 200.
4 Yunnan Baiyao stock trading lost 1.5 billion yuan, and it was listed on the hot search on Weibo
On October 28, the topic of Yunnan Baiyao stock trading lost 1.5 billion yuan, and it became a hot search. The company's third-quarter report released the day before showed that in the first three quarters, it achieved revenue of 28.363 billion yuan, a year-on-year increase of 18.52%; and achieved net profit of 2.451 billion yuan, a year-on-year decrease of 42.38%, of which the net profit of 649 million yuan in the third quarter, a year-on-year decrease of 63.94%. This is the first time since Yunnan Baiyao went public that net profit in the first three quarters fell year-on-year. The reason why revenue increases but profits is mainly affected by its stock trading losses of 1.5 billion yuan.
5 Kelaiying: The wholly-owned subsidiary Kainuo Pharmaceutical acquired 100% of the shares held by the original shareholders of Yipu Keno with its own funds of approximately RMB 136 million
Kelaiying (SZ 002821) issued an announcement on the evening of October 24 that the company's wholly-owned subsidiary Tianjin Kainuo Pharmaceutical Technology Development Co., Ltd. and the original shareholders of Beijing Yipu Keno Technology Co., Ltd. Peng Ruiling, Qu Ningning, and Qingdao Yipu Enterprise Management Center (Limited Partnership). After friendly negotiations between the parties to the transaction, Kainuo Pharmaceutical acquired 100% of the shares held by the original shareholders of Yipu Keno Pharmaceutical with its own funds of approximately RMB 136 million . After the completion of this transaction, Kaino Pharmaceutical will hold 100% of the equity of Yipu Kono.
new drug development
1 first-line cholangiocarcinoma new breakthrough, AstraZeneca PD-L1 phase III clinical reaches the main endpoint
1 October 25, AstraZeneca announced that its PD-L1 monoclonal antibody duvalizumab (Imfinzi) combined with chemotherapy first-line treatment of advanced bile tract cancer (BTC) The primary endpoint of overall survival (OS) was reached in the interim analysis. This is the first immunotherapy to achieve positive results in the global Phase III clinical trial of first-line biliary cancer.
2 Hengrui PD-L1 monoclonal antibody small cell lung cancer phase 3 clinical trials, and plans to be reported to be marketed recently
Just now, Hengrui Medicine announced that its randomized, double-blind , placebo-controlled, multi-center phase III clinical study (SHR-1316-III-301) of PD-L1 monoclonal SHR-1316 combined with chemotherapy to treat extensive stage small cell lung cancer. The results of the study show that SHR-1316 combined with chemotherapy versus placebo combined with chemotherapy can significantly prolong patient survival (OS).
Based on this, Hengrui stated that it will submit a communication application for the listing application for the new indication to the CDE in the near future.
33 Li's Pharmaceutical Factory's new anti-PD-L1 monoclonal antibody drug application was accepted
On October 27, the Drug Review Center (CDE) of the China National Medical Products Administration announced that the Class 1 bio-new drug "Shouke Zhulizumab Injection" of Li's Pharmaceutical Factory's subsidiary Zhaoke (Guangzhou) Tumor Drug Co., Ltd. (hereinafter referred to as Zhaoke Tumor) has submitted an application for new drug marketing and has been accepted. It is worth mentioning that Li's Pharmaceutical Factory issued a press release on September 30 saying that its anti-PD-L1 monoclonal antibody socazolimab (formerly known as ZKAB001) for the treatment of recurrent or metastatic cervical cancer has submitted an application for new drug marketing in China. Based on public information and recent CDE public data, it is speculated that this "Shouqi Zhulizumab injection" is socazolimab.
Capital Market
1 VG intervene completed more than one billion yuan in A round of financing
On October 25, Shandong Vigou Intervene Medical Technology Co., Ltd. (referred to as "VG Intervene") announced that it had completed more than one billion yuan in Series A financing, which is also the first equity financing for market-oriented investment institutions completed by a subsidiary of VG Group . This round of financing was jointly led by Xinjin Capital and Huaxing Capital , followed by China Construction Bank International Capital, Haifu Industrial Investment Fund, China- Belgium Direct Equity Investment Fund, Jimin Trust and other institutions. Xinjin Capital, as the leading investor, has a strategic investment of 420 million yuan.
2 yingtong Technology won the first medical AI stock
On October 26, Yingtong Technology, which passed the Hong Kong Stock Exchange's hearing earlier, officially launched its offering, taking the lead in breaking through several medical AI companies. IPO 5 will be from October 26 to 29, shares code "2251", UBS Group and CITIC Securities serve as joint sponsors.
yingtong Technology was founded in 2015 and focuses on artificial intelligence medical device software (SaMD) products.In the six years since its establishment, it has raised 800 million yuan in financing, covering medical institutions and big health scenarios, and won the first Class III medical device certificate among similar products in China.
The core products of Eagle Tong Technology are mainly used for artificial intelligence recognition of diabetic retinopathy. According to the prospectus, Yingtong Technology's revenue in 2019 and 2020 was RMB 30.415 million and RMB 47.672 million, respectively. This year, Yingtong Technology ushered in explosive growth, with revenue reaching 49.477 million yuan in the first half of the year, exceeding the full annual revenue last year.
3 "barefoot" pharmaceutical company Huiyu Pharmaceuticals was listed on the Shanghai Stock Exchange Science and Technology Innovation Board, breaking the issue price on the first day.
On October 27, Huiyu Pharmaceutical was listed on the Shanghai Stock Exchange Science and Technology Innovation Board. The issuance price of is 38.87 yuan per share, and the issuance price-earnings ratio of is 50.7 times. According to data, Huiyu Pharmaceutical is a comprehensive pharmaceutical company mainly engaged in the research, development, production and sales of anti-tumor and injectable drugs. The company's main products are generic anti-cancer injection drugs, represented by pemetrexed disodium for injection, docetaxel injection, and azacitidine for injection. Among them, pemetrexed disodium product for injection has gradually become the main source of Huiyu Pharmaceutical's revenue. As of the first half of 2020, the revenue share of this product has reached 91.88%, and the dependence of a single product is highlighted. Three years ago, Huiyu Pharmaceutical, which had no "admission" cost burden, won the exclusive bid in the 4+7 centralized procurement, which attracted high attention from the industry. Three years have passed, and the exclusive winning product is facing the test of renewal of centralized procurement, and Huiyu Pharmaceutical's stock price is under pressure.
On the first day of its listing on October 27, Huiyu Pharmaceutical opened at 41 yuan/share. As of the closing on the 29th, it was at 32.83 yuan/share, which has fallen by 15.57% compared with the issue price.
4 The first stock on the North Exchange rose 43% on the first day, and the imported blocked hearing aid track ushered in explosive growth
On October 25, Jinhao Medical, a domestic company that mainly sells hearing aids, was officially listed on the Selected Layer of the Beijing Stock Exchange, with a sharp increase of 43% on the first day. Jinhao Medical is the main hearing aid exporter in China. In 2020, Jinhao Medical's sales of hearing aids exported accounted for 12% of the national hearing aid export sales. In 2020, Jinhao Medical’s sales of hearing aids were 155 million yuan.
5 5 Haoxin received another 100 million yuan in C+ round strategic investment
On October 25, Haoxinqi received another 100 million yuan in C+ round strategic investment in China's largest spiritual and psychological service platform company focusing on the field of central nervous system health (CNS). The institution invested this time is Oriental Pearl Fund, which has strong background resources for the media industry group. Chen Guanwei, founder, chairman and CEO of Haoxinqing, said that after the follow-up of the Oriental Pearl Fund, Haoxin will increase investment in the publicity work of spiritual and psychological popular science education and the research and development of intelligent systems, and extend the spiritual and psychological popular science education work of Haoxinqing and remote psychological medical health services from the smartphone end to the large screen end of the home TV.
6 focuses on men's health, "Hardcore Pharmaceutical" has completed a round A financing of tens of millions of US dollars
new consumer pharmaceutical brand "Hardcore Pharmaceutical" has recently received a round A financing of tens of millions of US dollars led by IDG, Sequoia Capital , followed by Tiantu Capital and Yuanjing Capital. This is the third round of financing since the brand was launched. It is reported that this round of financing will be mainly used for core technology research and development, building a global supply chain and team building.
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