Old medicine broke out again, the leader doubled on the 11th, and these companies are also involved

category:Finance
 Old medicine broke out again, the leader doubled on the 11th, and these companies are also involved


In the process of the stock price soaring, jindawei issued risk warning announcement repeatedly, saying that the product accounts for a very low proportion of the companys sales, and has not had a significant impact on the companys current performance, and the sales scale that can be realized in the future is also uncertain. Please pay attention to the investment risk of the majority of investors. But this still can not restrain the influx of funds speculation. Shenzhen Stock Exchange also issued a letter of concern to jindawei, requiring the company to disclose the specific production and sales of NMN products sold by its subsidiaries and the approval or certification of such products in the United States. And what kind of scientific verification or practice has been done to the actual utility of the product, and please fully remind investors of the risks.

In response to the inquiry, Kingway said that 1406 bottles of DRB NMN products produced in small quantities by US factories have been sold out with a sales amount of 2.2802 million yuan.

After the opening of reservation on the 16th, 3605 bottles were pre sold in 3 days, with a pre-sale amount of 5.044 million yuan.

However, jindawei also said that DRB has not made a clear commitment to the actual utility of the product, the market prospect of its new NMN products is uncertain, and the sales scale that can be realized in the future is also uncertain.

Low cost and high price

At present, most of the mainstream NMN products come from the United States, Japan, Hong Kong, China and other places. On the e-commerce platform, the price of NMN products ranges from 900 yuan to 3000 yuan, and they are all imported brands. If the content of NMN in a bottle is 60 capsules, you need to take 2 tablets every day. According to the saying that the effect will be achieved in 2-3 months, it will take about 3 bottles. If the content of NMN in a bottle is about 3000 yuan, it will cost about 10000 yuan to have certain effect.

However, Dr. Sun, a pharmacist of the University of Sydney, who is a certified blogger of Zhihu, provided a quotation chart of a domestic raw material factory for large quantities of NMN. Based on the average price of NMN / kg in the figure of 1300 US dollars, the raw material cost price of a bottle of NMN is only 82 yuan. Most of the NMN products on the market are capsules or powders. There is no need for any processing from raw materials to finished products, and there is no scientific and technological content. Because there is no quality standard, these NMN products can even save the cost of stability testing. So in terms of cost, the cost of these products is not as good as some of the more expensive raw materials. In addition, NMN in the domestic market is basically imported products, because there is no corresponding regulatory system for imported health care products in China, which also gives some health care brands the opportunity to exploit the loopholes. Most NMN brands become American brands, which may be related to the discovery of NMN anti-aging effect in the United States.

In the United States, there is no concept of health products, NMN and other products are collectively referred to as dietary supplements. According to the dietary supplement health and Education Act issued by the food and Drug Administration (FDA), the bill has strict provisions on the definition of dietary supplement: the so-called dietary supplement contains the ingredients contained in one or more foods to increase the total daily intake. Therefore, dietary supplements can not replace drugs or treat diseases. If businesses use the strategy of effective for a certain disease in the publicity, they will touch the violation of the advertising law and false publicity, and will be strongly warned by the FDA. At present, there are two American NMN brands in the domestic market, which have been warned by FDA for false publicity.

Many companies involved in NMN related products

The skyrocketing growth of jindawei makes the concept of longevity medicine rise sharply in the A-share market. NMN has become a hot word on the interactive platform, and many companies have expressed their involvement in related products on the interactive platform. Fengyuan pharmaceutical said that Jiangsu Chengxin Pharmaceutical Co., Ltd., a joint-stock company, has researched and developed NMN related products, but there is no sales of the longevity medicine products, which has no impact on the companys performance at present. However, the stock price of Fengyuan Pharmaceutical Co., Ltd. rose for 2 consecutive times in recent days. The stock price of Fengyuan Pharmaceutical Co., Ltd. rose by 7.8% in the morning, although it fell slightly by the end of the afternoon. Zhongsheng pharmaceutical said that the NMN (u03b2 - nicotinamide mononucleotide), which is being developed by the companys wholly-owned subsidiary, is in the pilot stage. At present, the company has no sales of the product, and there is uncertainty in R & D. Zhongsheng pharmaceutical had a strong trading limit yesterday, but it was only slightly adjusted in the morning market. The stock price is less than 10% from the historical high point (right recovery).

Although Erkang pharmaceutical did not disclose the specific situation, it said that it has the production qualification of nicotinic acid, has the corresponding technical reserves, and will organize the production and sales according to the market demand. In recent days, Erkang rose by more than 6.3% in the afternoon trading, and was still up 6.0% in the morning.

Jubilee technology disclosed that its subsidiary invested 11.532 million yuan and held 6.869% equity of Suzhou pilot biology by participating in the subsidiary company Dongguan Jinghang new materials. The related products of u03b2 - nicotinamide mononucleotide (NMN) are in the early stage of research and development. At present, the company is still in the incubation period and has not yet made profits. Recently, the interactive platform of youa shares disclosed that at the beginning of this year, a cooperation agreement was officially signed with the Chinese agent of herbalmax, and the brand of herbalmax has been sold on the companys youahai outsourcing platform and offline experience stores. According to the e-commerce platform, the price of revido NMN produced by herbalmax is 2980 yuan / bottle, which is much more expensive than jindaweis DRB. Source of this article: Yang Qian, official micro editor of E Company_ NF4425

Jubilee technology disclosed that its subsidiary invested 11.532 million yuan and held 6.869% equity of Suzhou pilot biology by participating in the subsidiary company Dongguan Jinghang new materials. The related products of u03b2 - nicotinamide mononucleotide (NMN) are in the early stage of research and development. At present, the company is still in the incubation period and has not yet made profits.

Recently, the interactive platform of youa shares disclosed that at the beginning of this year, a cooperation agreement was officially signed with the Chinese agent of herbalmax, and the brand of herbalmax has been sold on the companys youahai outsourcing platform and offline experience stores. According to the e-commerce platform, the price of revido NMN produced by herbalmax is 2980 yuan / bottle, which is much more expensive than jindaweis DRB.