The "New Crown Concept" came again, and the circulation of medicine again collectively became popular

The new crown virus is too late, but the concept of the new crown medicine has become the "mascot" of the secondary market.

Following the neutralized antibody drug Evusheld, which is used in the new crowns to expose the prevention of the new crown, landed in Boao, Hainan, the same type of neutralized antibody drugs of Teng Shengbo drugs, Ambellipoplasty and Romi Siwei's combination therapy Later, on July 11, the pharmaceutical companies that had a relationship with the concept of new crown medicine rose collectively:

Xinhua Pharmaceutical, China Pharmaceutical, Ruikang Pharmaceutical, Panlong Pharmaceutical's daily limit; the stock prices such as Essence Pharmaceutical, Hanyu Pharmaceutical, Liu Pharmaceutical Group and other related companies have also obviously "clear".

Among them, the field of medical circulation has benefited the greatest benefits. In the past two years, it is difficult to make the market shine in business performance in the field of pharmaceutical circulation, but it has contributed a lot to the secondary market with hot spots.

When will the concept of the new crown become the basic skills of pharmaceutical companies?

Is the concept a basic skill?

As soon as the news of Evusheld's Evusheld's landing on Boao was announced, Rykang Pharmaceutical's stock price quickly turned red daily limit.

Two years ago, Rykang Pharmaceutical and Aslekon had a "fate of one paper". In October 2020, Astraikon and Rykang Medicine jointly signed the Memorandum of Strategic Cooperation. The "Memorandum" states that Astraikon is given the right to distribute the distribution rights of Ruikang Pharmaceutical and Ruikang Pharmaceutical in various molecular companies across the country.

Unlike the general "strategic cooperation", it is only a paper agreement. This "Memorandum of Strategic Cooperation" specifically reaches the core distribution right, which should be the performance of the two parties "same effort".

Ruikang Medicine is a medical circulation giant in Shandong Province and has an advantage in the grass -roots market. Compared with the national medicine and China Resources, local distributors, local distributors can better penetrate into grassroots hospitals and pharmacies, which coincide with the county market that Astraikon has been advocating at the time.

However, the contract two years ago did not say that cooperation also included the new crown special drug.

After a long time, the stock price suddenly rose sharply, and Ruikang Medicine was also stunned. Ruikang Medicine clearly stated that there is a strategic relationship between the two, but the company does not sign any agreement on Evusheld's agency in mainland China with Astraon.

At the same time as Ruikang Medicine "rumored", on July 7, Teng Shengbo Pharmaceutical announced the official listing of its new crown and antibodies. This is also a new crown special drug that was once fried. The messages of the two different paths are superimposed, and the rise of Ruikang Pharmaceuticals can't stop.

As a result, the hot topic came.

On July 11, the Guangxi Pharmaceutical Distribution Enterprise Liu Ya Group said in the interaction of Shanghai Stock Exchange E: Liu Yaoshan is the largest level of Astraon in the Guangxi District. If EVUSHELD will be listed nationwide, Liuye Group is confident to become the agent of the product in Guangxi.

After the news was issued, the willow medicine group, which has fallen for three trading days, has risen. As of the close of the day, the stock price of Liuye Group rose 2.18%. At the same time, it is also a daily limit for Chinese medicine and Xinhua Pharmaceutical, which are also Chinese medicine, and Xinhua Pharmaceuticals in the field of pharmaceutical circulation.

The medical circulation industry is suffering

This is not the first time the new crown medicine has "led the rise".

As early as March of this year, Phaxlovid entered China, and related companies ushered in waves of waves in the secondary market. The most remarkable of these is that the Chinese pharmaceuticals that won PAXLOVID in the mainland market have harvested 10 daily limit boards.

At that time, Kyushu Tong and Liuye Group also released stated that they were communicating with Pfizer, trying to get agency rights, and the stock price naturally sang all the way.

For pharmaceutical circulation companies, exclusive or uniqueness does not matter, it is enough to get the hotspot of "new crown medicine".

In fact, large pharmaceutical circulation companies are indeed very likely to agency or distribution new crown drugs. China is vast, and none of the circulating companies dare to say that they can cover the national market.

When pharmaceutical companies promote heavy varieties, the cooperation in circulation is mostly "non -exclusive" methods in order to obtain a better label pattern. Taking the Chinese medicine that undertakes Pfizer's new crown special medicine as an example, in addition to the densely set up in Beijing, Hebei and other regions, the layout in other regions may not be as good as local circulation companies, so local circulation companies can "go to" the concept of new crown medicines. Essence

On the other hand, the overall profit margin of the pharmaceutical circulation industry is not high, and it is difficult to gain market favor with the traditional "fast approval" business. The current status of the medical circulation industry is: there are many funds on the account, and it is really profitable. Shanghai Pharmaceutical, China Resources Pharmaceutical, and Kyushu Mao's profit margin not exceeded 5%, and the net interest rate is even thinner.

Not long ago, the IPO of Guangzhou Pharmaceutical, a pharmaceutical distribution company in Guangyao Group, was suspended. Regardless of the policy background or market overview, the future of pharmaceutical circulation companies is a capital "difficult".

Increasing the proportion of "pure sales", especially the varieties of special effects and market popularity, will have better benefits. For the listing companies that have been listed, naturally hope to be able to agency to heavy varieties and maintain the valuation of the secondary market. Otherwise, it will not only be responsible for investors, but also affect the subsequent financing process of the company.

Making closer to the concept of the new crown is undoubtedly the best way to obtain market attention. In the future, this new crown heat will continue.

Writing | Nicotinamide

Edit ｜ Jiang Yun Jia Ting

Operation | Twenty -thirty

#Innovative Pharmaceutical Company ## New Crown Drug#

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