Medical Industry: South China Pharmaceutical Enterprise Research Briefing
Release time: 2010-06-29 & nbsp & nbsp & nbsp Source:
mid -June，We visited Shenzhen、Six listed companies in Zhuhai two places，China Resources Sanjiu (SZ.000999)、Health Yuan (SH.600380)、MR.US、Xinlitai (002294)、Federal Pharmaceutical stake online sports betting(HK.3933)、Lizhu Group (SZ.000513)，Report to update the operating status。
Three -nine Medicine: 1) Three -nine Stomach、Zhengtian Wan enters the basic drug directory，Category planning and new products for skin disease medication to drive OTC business to speed up。2) Hua Chan Su is expected to become the second fist variety of Chinese medicine prescription medicines in the company，to drive the sales growth rate of the entire prescription drug。3) Establish a basic pharmaceutical department，Implementing the management mode of the operation center，Implementing marketing changes bring new vitality to the enterprise。
Xinlitai: 1) Clopidogre is the core highlight of the main business，Driven by the needs of downstream surgery，It is expected that the product will maintain a rapid growth trend。2) The next anti -thrombotic product Bianduding is about to launch，bring new growth points to the company。3) The development of antibiotic business is concentrated in process improvement，Compound preparations will be launched later。
My stake betting appHealth Yuan: 1) Company 7ACA compared to competitors with cost competitive advantages，is expanding production，To expand the market share、Enhance profitability Lay the foundation。2) monoclonal anti -anti -anti -drug is the next key development area，The company intends to invest huge financial resources for research and development and reserves。
Lizhu Group: 1) The development of the material and drug business is ideal，It offsets the impact of poor OTC drug sales。2) The marketing reform encountered some problems，The company is re -adjusting the architecture。3) In the second quarter, the sales growth of specialist preparations picked up，Subsequent product echelon expansion and progress steadily。4) The company's involvement in vaccine and monoclonal anti -anti -drug research and development。
Mai Rui Medical: 1) Future growth point。PMD Business: Launch the entire set of solutions for operating rooms and ICU devices; IVD business: Reaging sales continue to grow，Immune diagnostic reagents will be launched next stake sports betting appyear; MIS business: great potential growth potential for color ultrasound，will launch mid -end nuclear magnetic resonance instruments next year。2) The company's sales risk of sales of Europe is only 5-10%，Crisis has little effect on normal business。3) The domestic market's government procurement volume decreases significantly，But because the bidding price is very low，The reduction of procurement volume has no significant impact on the company's profit。
Federal Pharmaceutical: 1) With the advantages of technology and scale，The company has established a leading position in the field of 6APA production。2) Establish a higher brand awareness in the field of preparation drugs，Products enjoy high -quality and high -quality price。3) The newly launched insulin preparations are expected to become an important growth point for the company in the future。
Three -nine Medicine: 1) Three -nine Stomach、Zhengtian Wan enters the basic drug directory，Category planning and new products for skin disease medication to drive OTC business to speed up。2) Hua Chan Su is expected to become the second fist variety of Chinese medicine prescription medicines in the company，to drive the sales growth rate of the entire prescription drug。3) Establish a basic pharmaceutical department，Implementing the management mode of the operation center，Implementing marketing changes bring new vitality to the enterprise。
Xinlitai: 1) Clopidogre is the core highlight of the main business，Driven by the needs of downstream surgery，It is expected that the product will maintain a rapid growth trend。2) The next anti -thrombotic product Bianduding is about to launch，bring new growth points to the company。3) The development of antibiotic business is concentrated in process improvement，Compound preparations will be launched later。
My stake betting appHealth Yuan: 1) Company 7ACA compared to competitors with cost competitive advantages，is expanding production，To expand the market share、Enhance profitability Lay the foundation。2) monoclonal anti -anti -anti -drug is the next key development area，The company intends to invest huge financial resources for research and development and reserves。
Lizhu Group: 1) The development of the material and drug business is ideal，It offsets the impact of poor OTC drug sales。2) The marketing reform encountered some problems，The company is re -adjusting the architecture。3) In the second quarter, the sales growth of specialist preparations picked up，Subsequent product echelon expansion and progress steadily。4) The company's involvement in vaccine and monoclonal anti -anti -drug research and development。
Mai Rui Medical: 1) Future growth point。PMD Business: Launch the entire set of solutions for operating rooms and ICU devices; IVD business: Reaging sales continue to grow，Immune diagnostic reagents will be launched next stake sports betting appyear; MIS business: great potential growth potential for color ultrasound，will launch mid -end nuclear magnetic resonance instruments next year。2) The company's sales risk of sales of Europe is only 5-10%，Crisis has little effect on normal business。3) The domestic market's government procurement volume decreases significantly，But because the bidding price is very low，The reduction of procurement volume has no significant impact on the company's profit。
Federal Pharmaceutical: 1) With the advantages of technology and scale，The company has established a leading position in the field of 6APA production。2) Establish a higher brand awareness in the field of preparation drugs，Products enjoy high -quality and high -quality price。3) The newly launched insulin preparations are expected to become an important growth point for the company in the future。
