Nearly half of the net profit of Xinguan vaccine shares fell three times, and the big bull stocks had a pre loss of nearly 100 million yuan

category:Finance
 Nearly half of the net profit of Xinguan vaccine shares fell three times, and the big bull stocks had a pre loss of nearly 100 million yuan


In mid June, Tibet pharmaceutical announced that it had concluded an exclusive strategic cooperation relationship with Sri Lanka microorganism, involving the cooperation consideration of new crown vaccine products of about 350 million yuan. Since then, the companys share price has started to take off. In less than two months, it has gained 14 limit boards, up nearly 200%, and its market value has exceeded 30 billion yuan. However, with the recent general pullback in vaccine stocks, the company has recorded three down limits in five trading days.

Regarding the progress of the new crown vaccine, Tibet pharmaceutical industry responded in the semi annual report that the preventive vaccine products involved in the current cooperation are still in the preclinical research stage in China, and need to go through the main links of clinical trial approval, clinical phase I, II and / or III trials, marketing approval, and production equipment certification / verification (if applicable), and there is a risk of R & D failure. If the research and development fails, there is a risk that the funds and clinical expenses paid to Sri Lanka microorganism cannot be recovered.

It is worth mentioning that the social security fund has been listed as one of the top ten circulating shareholders of Tibet pharmaceutical industry for the first time, with a shareholding ratio of 1.29%. In addition, Ge Weidong, a private equity magnate, withdrew from the companys list of top ten circulating shareholders, and his sister Ge Guilan became the third largest circulating shareholder of the company with 4.41% shareholding ratio.

Another Hualan bio released its semi annual report last night. In the first half of the year, the company realized an operating revenue of 1.387 billion yuan, a year-on-year decrease of 1.15%, and the net profit attributable to shareholders of listed companies was 512 million yuan, a slight increase of 0.94% over the same period of last year. Novel coronavirus inactivated vaccine novel coronavirus pneumonia is now in the pre clinical research phase and is proceeding smoothly. The company is now presenting the relevant information needed for clinical application of the new crown vaccine. Since the beginning of this year, the stock price of Hualan has risen by 126%, and its market value has exceeded 110 billion yuan.

Nearly half of the new crown vaccine concept stocks performance declined

In the first half of the year, Zhifei biological realized 6.994 billion yuan of business income, a year-on-year increase of 38.8%; the net profit of returning to the mother was 1.505 billion yuan, with a year-on-year increase of 31.18%; in terms of the research and development progress of new crown vaccine, the recombinant protein new crown vaccine cooperated by the company and microorganism is currently in the clinical phase II stage, belonging to the first echelon in China.

Watson bios performance forecast shows that in the first half of the year, the company is expected to achieve a net profit of 61 million yuan to 66 million yuan, a year-on-year decrease of 22% - 28%. At present, the novel coronavirus mRNA vaccine developed by the company and Abbott bio has received the approval of the national drug regulatory agencys clinical trial of drugs. In June 26th, Watson bio announced that the first new mRNA vaccine in China entered phase I clinical trials and approved 3 clinical studies, with 56 samples per sample.

In addition, the first batch of new crown vaccine, which will be launched on the scientific and technological innovation board, is preparing for the third phase clinical trial of the new crown vaccine. Jinlei shares and TVB media hold shares of the company indirectly.

Among the hot vaccine stocks, Weiming Pharmaceutical Co., Ltd. has the worst performance. Performance forecast shows that the company is expected to lose 66.6543 million yuan to 99.9815 million yuan in the first half of this year. In the same period last year, the company made a profit of 25.6553 million yuan. In addition, the companys annual reports for three consecutive years have been issued with non-standard audit opinions. After the announcement of the huge loss in the first half of the year, the companys share price went out of two consecutive word down limits. Before that, the companys share price rose to 34.1 yuan, and the stock price rose by more than 300% in less than half a year.

Looking around the world, what is the current research and development progress of new coronal vaccine in various countries?

On August 6, Michael Ryan, head of the World Health Organizations health emergency program, said that 165 vaccines are currently in the trial stage, and 26 of them have entered the clinical trial stage. Three of the six vaccines in phase III clinical trials are from China. The three teams in China are Kexing biology, Beijing Institute of Zhongsheng group and Wuhan Institute.

Source: Securities Times editor in charge: Yang Bin_ NF4368