In the semi annual report of Tibet pharmaceutical industry, the most concerned by investors is the progress of the companys cooperative vaccine.
On the evening of June 15 this year, Tibet pharmaceutical issued an announcement on foreign investment. The company announced that it would enter into a global exclusive strategic cooperation relationship with Siwei (Shanghai) Biotechnology Co., Ltd. (hereinafter referred to as Simeon), and Tibet pharmaceutical will obtain the global exclusive development of the above products by paying the cooperation consideration of new coronavirus vaccine products, tuberculosis vaccine and influenza vaccine products to Sri Lanka Rights to issue, register, produce, use and commercialize. Among them, the cooperation consideration involving new crown vaccine products is about 350 million yuan.
Although Tibet pharmaceutical industry is not the equity owner of the relevant vaccines, in the context of the global spread of the Xinguan epidemic, this investment announcement of the company has become a booster of the stock price.
According to the secondary market, since the announcement of the above investment, the stock price of Tibet Pharmaceutical Co., Ltd. has surged from 61.49 yuan / share to 182.07 yuan / share, up nearly 200%. Before that, the companys share price in early 2020 was still around 22 yuan / share.
In this years semi annual report, Tibet pharmaceutical also disclosed the progress of the above-mentioned epidemic events: as of the date of disclosure of this report, the preventive vaccine products involved in the cooperation are still in the stage of preclinical research 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 facility certification / verification (if applicable) 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.
In fact, in addition to cooperating with smecti, Tibet pharmaceutical also announced in April this year an investment of 70 million yuan in Beijing amate medical device Co., Ltd. (hereinafter referred to as Amit), accounting for 9.86% of the total equity of amate after the investment. Meanwhile, Tibet pharmaceutical also obtained the exclusive sales (promotion) right of four products under research of Amit in the Chinese market (including the target products and subsequent improved products in the Exclusive market rights in the target area).
Ge Weidong ran away?
Did you run away after lifting the ban? There are small and medium-sized shareholders in the bar said. In May 2017, Ge Weidong participated in the fixed increase of Tibet pharmaceutical industry and subscribed for 2.91 million shares at the price of 36.48 yuan per share. After the transfer of shares in April this year, Ge Weidongs fixed increase shares rose to 4.074 million shares, and the ban was lifted on May 6.
The big guy missed the most violent rise. Some netizens said on Weibo. The recent surge in Tibets pharmaceutical industry started at the end of the second quarter. In a short period of one month, it rose from about 60 yuan to more than 180 yuan, with a maximum increase of nearly three times.
However, many small and medium-sized shareholders soon found that at the same time of Ge Weidongs disappearance, a natural person shareholder named Ge Guilan was newly added to the top 10 shareholders, replacing Ge Weidong as the third largest shareholder. From the perspective of shareholding ratio, the shareholding ratio of Ge Guilan and Ge Weidong is 4.41%
Top 10 shareholders of Tibet pharmaceutical China Daily
Top 10 shareholders of Tibet pharmaceuticals first quarter report
Further inquiry found that the relationship between GE Guilan and Ge Weidong was actually sister-in-law. According to qixinbao, the two appeared at the same time as shareholders of companies such as Shanghai chaotic investment. Originally, Ge Weidong just changed a vest.
Long term equity gains huge returns
As we all know, Ge Weidong has a special preference for technology stocks. Judging from the first quarter report of this year, Ge Weidong is listed in the top ten shareholders of five listed companies. Among them, UFIDA network, Zhaoyi innovation, iFLYTEK and Ruike laser are all science and technology stocks, and the only pharmaceutical stock is Tibet pharmaceutical.
The operation of Tibet pharmaceutical industry also reflects Ge Weidongs investment style to a great extent.
In the intervention of a stock, Ge Weidong is used to heavy note through fixed increase. Since this year, Ge Weidong has invested 1.5 billion yuan and 500 million yuan to participate in Zhaoyi innovation and Wentai technologys fixed increase. When he began to intervene in Tibet pharmaceutical industry in May 2017, Ge Weidong also adopted the method of fixed increase.
Subsequently, Ge Weidong further increased his holdings of 4.9 million shares in Tibet pharmaceutical industry through the secondary market in the second half of 2017. At the end of that year, the total shareholding had reached 7.81 million shares, accounting for 4.35% of the total equity of the company, and he was promoted to the third largest shareholder of Tibet pharmaceutical.
However, since then, the stock price of Tibet pharmaceutical industry has been hovering at a low level for a long time. In October 2018, it once dropped to about 17 yuan. According to rough calculation, Ge Weidong once lost nearly 50 million yuan. However, Ge Weidong chose to hold the shares.
Long term holding and holding is another important investment style of Ge Weidong.
In the end, Ge Weidongs waiting was rewarded handsomely. In late May this year, Tibet pharmaceutical industry began to start. Its stock price reached 182 yuan from about 25 yuan, up 6 times. Based on the shares that participated in the fixed increase in 2017, the floating profit is as high as 7 times. Ge Weidong also copied the successful experience of Tibet pharmaceutical industry to the investment of star technology stocks such as Zhaoyi innovation. In the end, with excellent investment performance, Ge Weidong has accumulated a fortune of 10 billion. According to the Hurun 100 rich list in 2019, Ge Weidongs fortune is as high as 13 billion yuan. Of course, there were times when Gerhardt failed. Taking Zhongke Shuguang as an example, from 2017 to 2018, Ge Weidong jumped from the eighth largest shareholder to the second largest shareholder. However, according to the third quarter report in 2019, Ge Weidong withdrew from the top ten shareholders. Since then, China Science and technology dawn ushered in a wave of sharp rise, Ge Weidong obviously sold fly. (source: comprehensive from China Securities Journal, securities times, qixinbao, etc.) source: 21st century economic report editor in charge: Yang Bin_ NF4368
In the end, Ge Weidongs waiting was rewarded handsomely. In late May this year, Tibet pharmaceutical industry began to start. Its stock price reached 182 yuan from about 25 yuan, up 6 times. Based on the shares that participated in the fixed increase in 2017, the floating profit is as high as 7 times.
Of course, there were times when Gerhardt failed.
Taking Zhongke Shuguang as an example, from 2017 to 2018, Ge Weidong jumped from the eighth largest shareholder to the second largest shareholder. However, according to the third quarter report in 2019, Ge Weidong withdrew from the top ten shareholders. Since then, China Science and technology dawn ushered in a wave of sharp rise, Ge Weidong obviously sold fly.