Changchun high -tech growth hormone re -adding indications company stock price daily limit

After a one -month sluggish stock price, the domestic growth hormone leader Changchun High -tech (SZ000661, the stock price was 232.50 yuan, and the market value was 94.1 billion yuan) on August 5 (10%). The previous day, the company disclosed the reorganized human growth hormone injection to obtain the drug approval document, which was newly used to be used for the specialty (ISS) related indications.

In addition, the risk of collecting mining has been partially released before. At the telephone meeting on August 1, Changchun High -tech stated that at present, no relevant collection policies except the "Guangdong (equal provincial, autonomous regions) alliance" will involve growth hormone products. Based on the existing situation, the "Guangdong Alliance" collection did not have a negative impact on the company's growth hormone products.

It is worth noting that the company clearly proposed to break the single situation of the variety and gradually transform the product structure to the product structure of multi -product lines and multi -track. Among them, the two popular concepts of women's health and anti -aging medicine beauty will become a new support for the long -term development of Changchun's high -tech development.

The stock price recovered after the release of the risk of collecting the collection

In 2021, Changchun High -tech revenue was 10.75 billion yuan in annual revenue, and its net profit was 3.757 billion yuan. Among them, the subsidiary Changchun Golden Pharmaceutical Co., Ltd. (hereinafter referred to as Jincai Pharmaceutical) accounted for 76%, and the net profit of the mother accounted for 98%. It is the main revenue of Changchun High -tech. The origin.

However, in the past year, the news of growth hormone collection has caused Changchun's high -tech market value by half. In order to seek new profit growth points, the company has significantly accelerated the pace of adaptive expansion. The ISS approved this time is a typical example.

Compared with the higher market awareness of growth hormone deficiency, the reason for unknown ISS is more hidden, but it affects the crowd. Data from Jin Sai Pharmaceuticals show that in children's short figures, the specialty shorts account for about 60%to 80%, which is the most common type of disease in short small.

In September last year, growth hormone (SZ300009, stock price of 9.41 yuan, and a market value of 15.42 billion yuan) took the lead in adding ISS indications, becoming the only product in China to obtain special short and small indications in China. However, considering the market share of Changchun High -tech in domestic hospitals, the new market for Changchun High -tech growth hormone is still broad in the future.

According to a reporter from "Daily Economic News", since November last year, the newly added indications of Changchun High -tech Hormone series products include the short figures for children caused by small children (SGA). Growth), adaptation of child growth disorders caused by Prader-Willi syndrome (PWS), as well as many other supplementary applications for approval indications.

At the telephone meeting on August 1st, Changchun High -tech affirmed the space of growth hormones in the field of children's growth and development, and believed that the penetration rate of the growth hormone market was still low. Combined with the current changes in the entire consumption trend, consumers' understanding of the product, and the continuous standardized education of doctors, the market is still in the stage of rapid expansion.

In terms of internationalization of long -term growth hormone products, Changchun High -tech stated that after initially communicating with the US FDA, it is expected to directly enter the third phase of the clinic and strive to complete the related clinical work of the United States in about 2025, and it is listed in 2027.

In addition, for the collection of collective mining for half a year, the company stated that the relevant collection policies that did not find that areas other than the "Guangdong Alliance" will involve growth hormone products. "Combined with the existing situation, the" Guangdong Alliance "collection has not been unparalleled. It has a negative impact on the company's growth hormone products. "

It is worth mentioning that in the equity incentive plan announced in late July in Changchun High -tech, the assessment goal of the net profit growth rate is based on the average net profit average of the core subsidiary Jin Sai Pharmaceuticals from 2019 to 2021.

Pioneering anti -aging doctors and beauty direction

At present, Changchun High -tech Business is mainly divided into four major sections: genetic engineering pharmaceutical, biological vaccine, Chinese medicine and real estate, which correspond to Jin Sai Pharmaceutical, Changchun Bio Biotechnology Co., Ltd., Jilin Huayang Pharmaceutical Co., Ltd. and Changchun High -tech Real Estate The four subsidiaries of the development of limited liability companies are the "four -driving carriage" to drive the company's performance.

As mentioned earlier, Golden Pharmaceutical growth hormone products have been pivotal in the company's performance, and the collective storms in the past year have also fully confirmed that it is not insurance to put eggs in a basket.

Therefore, during the telephone meeting on August 1, Changchun High -tech clearly proposed a multi -line development route. Specifically, in the second quarter of this year, Changchun High -tech comprehensively deployed women's health -related businesses from the current auxiliary reproductive to women's common diseases and transitioned to menopausal management; from common gynecological endocrine diseases to the comprehensive layout of the tumor field.

Secondly, the company continues to clarify the goal of adult growth hormone deficiency and anti -aging business development goals. In terms of anti -aging and medical aesthetics, the company will adjust the system's architecture based on the exclusive products related to dermatology, and lay the foundation for the future.

It is worth mentioning that Jin Funing is generally named for external reorganized human granulocyte cell macrophage stimulating factor gel. The current approval indication is to promote wound healing and be used for deep Ⅱ degree burn wounds.

Changchun High -tech stated that it will actively promote the sales channels of related products in the field of medical beauty and potential application products in dermatology, so as to promote the company's rapid sales revenue and profits in related fields, making the company in the field of women's health in the field of women's health.The leading enterprise as the core characteristic of science medicine.Regarding the company's drug research and development, Changchun High -tech also disclosed accordingly.Among them, the end of the second phase of the long -term folliclein is about to enter the third phase. The clinical phase of the golden monocular anti -anti -anti -anti -indication of the gastric cancer indication has been launched.The long -term Quperein has been completed and is about to be reported to the production. Liangbingrein injection emulsion for advanced prostate cancer has entered the clinic.

Daily Economic News

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