Fosun Pharmaceutical announced that Azf's exclusive commercialization rights and interests of Xinhua Pharmaceutical and China Resources Shuanghe are out?

Our reporter Zhang Minmin

On July 25, Henan True Biotechnology Co., Ltd. (hereinafter referred to as "real creature") Azf's fixed tablet increase the treatment of new coronary virus pneumonia adaptation applications to be approved for listing.

On the same day, Fosun Pharmaceuticals quickly issued an announcement saying that the company's holding subsidiary Fosun Pharmaceutical Industry and the real creature signed the "Strategic Cooperation Agreement" to promote the joint development of the two parties and reached a strategic strategy Cooperation.

It is worth mentioning that as early as April this year, Xinhua Pharmaceutical issued an announcement that the "Strategic Cooperation Agreement" was signed with the real creature, including "real creatures agreed to Xinhua Pharmaceutical for product production for its products in China and other countries agreed by both parties. Commercial and dealers. "On May 9, China Resources Shuanghe also issued an announcement of the" Signing Strategic Cooperation Agreement and the Entrusted Processing and Production Framework Agreement "that the company and real creatures will be in product development, production, distribution, and distribution, and distribution, and distribution, and distribution, and distribution, and distribution, and distribution, and distribution, and distribution, and distribution, and distribution, and distribution of products. Expansion cooperation directly related to the distribution.

Today, Fosun Pharmaceutical announced that it means that the "exclusive commercial Azf's rights" means that Xinhua Pharmaceutical and China Resources Shuanghe "out" in domestic agency sales rights?

Fosun Pharmaceutical Heavy Input

According to the announcement issued by Fosun Pharmaceutical, this area of ​​cooperation includes the new crown virus, AIDS therapy and prevention areas; the intended area of ​​cooperation is regional 1 (that is, China, excluding Hong Kong, Macao and Taiwan), and region 2 (that is, regional 1 global region outside the world 1 (regional 1) , But excluding Russia, Ukraine, Brazil and other South American countries and regions).

According to the agreement, Fosun Pharmaceutical Industry should pay 100 million yuan to the real biological biology within 5 working days after the signing of the agreement; for regional 1 cooperation, after completing the agreed diligence and evaluation, if it meets the expected expectations, if it meets the expected expectations, if it meets the expected expectations, if it meets the expected expectations, if it meets the expected expectations Fosun Pharmaceutical Industry should pay RMB 399.5 million to the real biological biology within the agreed period; if it is considered that cooperative products are suitable for development and commercialization in regional 2, Fosun Pharmaceutical Industry also needs to pay the real creature of RMB 300 million.

In addition, in terms of commercial expenses and income, the gross profit generated by the cooperative products of both parties in regional 1 is based on the different sales channels. distribute.

After the disclosure of the above -mentioned cooperation, it caused widespread discussion. The real biological A -share circle of friends -Xinhua Pharmaceutical and China Resources Shuanghe have also attracted investors' attention.

Some investors issued a "soul torture" to Xinhua Pharmaceutical on the interactive platform: Does the company's cooperation agreement signed by the company and the real creature have been invalidated? According to the cooperation agreement with real creatures disclosed by Fosun Pharmaceutical, does the company Azf's share have been divided? Does the company sign a cooperation agreement with real creatures? Is the company responsible for Azfdin's production or sales? Or is it both produced and sold?

On July 26, in response to investors' questions, Xinhua Pharmaceutical replied that the company published the "Announcement on Signing a Strategic Cooperation Agreement" on April 27, 2022, and then published the "A -share stock transaction transaction "Announcement", as of now, there are no other major matters that have not been disclosed except for the information that have been disclosed.

"Securities Daily" reporter called China Resources Shuanghe's office of the director's office, but did not connect. The reporter also contacted Fosun Pharmaceuticals for the signing agreement between the real creatures and China Resources Shuanghe and Xinhua Pharmaceutical, but as of press time, the company did not receive the company's reply.

"At present, the real creatures and China Resources Shuanghe and Xinhua Pharmaceutical signed a framework agreement, and there are still uncertainty. From the current details, Azfdin's exclusive commercial rights have indeed given Fosun Medicine. "A person who did not want to be named to" Securities Daily "reporters that China Resources Shuanghe and Xinhua Pharmaceuticals could obtain production rights.

However, the reporter noticed that the domestic production and drug filing information of the National Drug Administration showed that on June 29, the filing information of Azf's fixed filming was changed, and the name of the production enterprise was changed from Beijing Union Pharmaceutical Factory to Henan Real Biotechnology Co., Ltd. Beijing Union Pharmaceutical Co., Ltd.. China Resources Shuanghe, Xinhua Pharmaceutical, etc. have not yet appeared in the list of manufacturers.

"This requires administrative approval, and the specific progress depends on the qualification preparation of the company." The person familiar with the matter told reporters.

Competitive or fierce

As the number of new crown and oral drugs that have been approved in the future increases, competition may be fixed, and Xinhua Pharmaceutical, China Resources Shuanghe and even Fosun Pharmaceutical can get a few cups, which is still unknown.

As far as Azf is concerned, in addition to Xinhua Pharmaceutical and China Resources Shuanghe previously signed a production -related agreement, on May 10, Ao Xiang Pharmaceutical issued an announcement that the company's wholly -owned subsidiary Zhejiang Qizheng Pharmaceutical Co., Ltd. The processing production and real creatures of Azf's fixed films signed the "Entrusted Processing Production Framework Agreement" and "Drug Entrusted Production Quality Agreement". In addition, Tuoxin Pharmaceutical introduced in May to respond to investors' questions that the production of Azf's raw materials requires the approval of the State Drug Administration, and the company's subsidiary Xinxiang Pharmaceutical Co., Ltd. The associated review of the Zif Dingfin, Xinxiang Pharmaceutical Co., Ltd. has corresponding production qualifications.

From the external environment, Azf's fixed medicine itself is also facing the increasing situation of competitors. On July 26, the reporter of the Securities Daily learned from Junshi Biology that the company has been to the Pharmaceutical Review Center of the State Drug Administration on pharmacy, pharmacological toxicology, and pharmaceutical clinical trials (hereinafter referred to as the "Drug Review Center" ) Application for the application before the application for the new drug listing permit. If communication and exchanges, the pharmaceutical review center believes that the existing research data meets the technical requirements of drug listing permits. The company will submit an application for VV116 drug listing permit, that is, submitting the VV116 related research data to the drug review center in accordance with the requirements of the drug registration declaration data. In addition, according to the latest report of Health data analysis company Airfinity, the sales boom of Pfizer's new crown oral drug Paxlovid may be ending, weak demand or this hottest new crown oral medication is facing excess supply. In response to this, the reporter of the Securities Daily also verified Pfizer, but as of press time, the company did not receive a company's reply.

"The market prospect of the new crown oral drug depends on the development and evolution of the new crown pneumonia." A listed company engaged in the research and development of the new crown oral medication told the Securities Daily reporter.

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