A -share "Period Entrance Examination" ｜ Inspeed and non -net profit decreased by the impact of collective mining and deduction: Increase the retail channels, private hospitals, etc.

21st Century Business Herald reporter Zhu Yiyi Hangzhou report

The special impact of the special insulin in May this year has been reflected in the semi -annual report of the listed company.

Following the disclosure of "King of Insulin King" Ganli Pharmaceutical (603087.SH) disclosed in the first half of the year's revenue decreased by 43%and a loss of 198 million yuan, another domestic insulin leading Tonghua Dongbao (600867.SH) disclosed in the first half of the year. Jacking the impact.

In the first half of this year, Tonghua Dongbao achieved revenue of 1.388 billion yuan, a year -on -year decrease of 16.53%; deduction of non -net profit of 441 million yuan, a decrease of 32.67%year -on -year.

The company explained that the decline in revenue was mainly due to the implementation of special insulin special sets, and the price of insulin products decreased.

At the same time, the company's insulin products that exist in circulation before the implementation of the collection of collection, the difference between the original supply price and the implementation price of the collection of collecting collection, was rewarded or returned. Essence

In the previous special collection of insulin, Tonghua Dongbao's insulin injection, glycry insulin injection, and door winter insulin injection and other specifications of various specifications won the entire line. The total sales in the first three quarters of the above products were 2.051 billion yuan in the first three quarters, accounting for 83.54%of the company's revenue.

Despite the impact of performance in the short term, Tonghua Dongbao believes that with the help of the collection, it will also drive related products to accelerate the volume.

According to the 2022 semi -annual report, as of the end of July 2022, the company's glycry insulin has entered more than 4,100 hospitals in the second and secondary levels of the country (more than 3,600 at the end of 2021), and door winter insulin entered the country's second and secondary hospitals. More than 1400.

Another data shows that in the first half of this year, the company's carnival insulin sales were nearly 3 million, achieving a year -on -year increase of over 100%, and the insulin of the door of the door began to volume.

The procurement cycle of this insulin collection is 2 years. In the follow -up, how will Tonghua Dongbao respond to the impact of collection?

On September 1st, the secretary of Tonghua Dongbao, Su Shi, told the 21st Century Business Herald reporter that "The amount of insulin special collection report accounts for only about 50%of China's insulin market share, and the remaining 40%of the market share requires us. Go actively. "

It said that "the company will increase investment in foreign markets such as retail channels and private hospitals, and expand the incremental market with product quality and after -sales service. At present, the company has established a retail team and cooperates with large chain pharmacies."

According to the 2022 half -annual report, in terms of national retail layout, Tonghua Dongbao has completed the construction of e -commerce channels in the country since March 2022 and the offline pharmacy layout in 20 provinces. The company's official flagship store of Tmall, Jingdong and Pinduoduo — "Dongbao Pharmaceutical Flagship Store" was officially opened.

At the same time, expanding the diversified product pipeline is also one of the strategies for Tonghua Dongbao to respond to collection.

In the field of diabetes treatment, the company's research on the martial arts 30 insulin injection and 50 injection liquids have currently completed the submission of supplementary data and are under review.

Su Shi pointed out that "Gate winter insulin 30 injection and 50 injection liquids are expected to be approved in the fourth quarter of this year, and will also bring incremental performance to the company's performance next year."

"In addition to the field of diabetes treatment, the field of gout/hyperuricemia in the field of endocrine metabolism is also an area that we will work in the future." Su Yan further mentioned.

The 2022 semi -annual report shows that Tonghua Dongbao currently has two new drugs in the field of gout/hyperuricemia treatment. Among them, THDBH130/131 is a uric acid drug with URAT1 as the target, which is already in the clinical phase I.

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