[Reprint] series is scarce in the pharmaceutical industry's unique listed pharmaceutical company _ Ning Ning Yan JI

Original address: scarce unique series of authors listed pharmaceutical company in the pharmaceutical industry: retail friends gathered on: Internet as in the pharmaceutical industry "policy support", ageing, attendance rates, per capita drug synchronous boost cases, pharmaceutical overestimated the value of shares continued to enjoy high growth. The current valuations in the pharmaceutical industry tends to be reasonable, it is estimated that average annual growth rate of 30% more than in the pharmaceutical industry. Preparation of raw material medicine, chemistry, bio-pharmaceuticals, medicine, medical equipment and other plates to achieve high growth rates over 30%. pharmaceutical sector seen from a specific category, into mainstream classification: bio-pharmaceutical, chemical raw materials, chemical-pharmaceutical preparations, medical equipment, medicine, Chinese medicine pieces, and preparation business and medical services. biomedical segmentation: insulin, growth factors, chronic bronchitis (tonghua Toho, Changchun high-tech, *ST biology, Anke bio, double Egret Pharma), vaccines, blood products (Sea King biological, biology, hualan bio, the Temple of Shanghai laishi); plant extracts (Rhine bio), vaccines for veterinary use (grazing in the gold group, shares), diagnostic reagents and instruments (kehua bio, Dyan genes, and so on). this unique introduction to focus scarce listed pharmaceutical company. Scarcity of so-called unique pharmaceuticals, refers to the uniqueness of the company's products, exclusive, non-competitive, based on the long-term strategy of position. 1, pientzehuang (600436): the company main raw material for natural musk, bezoar resources become more scarce, products increasing trends in the difference between supply and demand. From here, pientzehuang unique efficacy and starvation in the market will inevitably form a channel of upward price, exclusive of non-essential medicines and healthcare products, anti-inflammatory and analgesic bolus price without having to go through the national development and Reform Commission and SFDA approval, only to prices in departmental filing, will to a large extent of avoiding drug price control policy, and future price increases expected to clear in phases and frequency may increase. Exports, companies outside the agency contract expires at the end of the year for three years, taking into account domestic and international prices net balance has reached over $ 40, foreign product price increases the probability of the next year is very large. Golden sugar better took more than 10 years of herbal medicine research and development of new products for the company, is currently the only mechanism specifically on varieties of traditional Chinese medicine treatment of type II diabetes (utility components of 1-Deoxy-wild end of spine ADRIAMYCIN), its efficacy with type II diabetes mainly Western drug glucobay very close, but no significant gastrointestinal adverse reactions, in adult patients with diabetes mellitus up to 90 million in China and 9.7% annual population increase in the incidence of disease and patient environment, gold sugar Ning is expected by virtue of proprietary Chinese medicine special advantages become first-line of the company's future. if as a scarce variety, anti-inflammatory and analgesic bolus should no doubt head. 2, Dong-e e-Jiao (000423): ejiao exclusive TCM for 2000 years, Ming Dong-e e-Jiao 4000-6000 RMB/kg, the current market is $ 400, catty, how great is the saw price increases space, has control of the national 90% donkey skin resources above, the market share of up to 75%. A truly scarce resource of monopoly enterprises, full priced right to speak, typical of scarce species. 3, tianshili (600535): trends in China's future is aging, if 10 people 1 elderly people now, 45 is 5 persons, 1 old man, is the most likely to suffer from cardiovascular disease in the elderly, and compound Salvia droplet pill is one of the treatment of cardiovascular disease, aging will most enjoy cakes in the market, and pill is entering the United States, to enter the international market, it can be said is a pattern of Chinese traditional medicine modernization, inclusion of scarce species are not excessive. 4, Guizhou Bai Ling (002424): here the news: Huangping County and a bowl of Brown seaweed enteromorpha clathrata villagers Mei Farong water, 130 acres of land planted this year contract pseudostellaria heterophylla, sold at an average price of 180 Yuan/kilogram, more than 3 million Yuan profit, jumped into the County's "pseudostellaria heterophylla rich King". 2010 prices 689% pseudostellaria heterophylla, up to $ 300 per kilogram, and a farmer alone 1 acre of land can earn $ 23,000, bailing intensive cultivation, 10,000 acres of land was not able to contribute more than 200 million profit. Look at the "Purple Xin pharmacy" because of ginseng industry a month share price doubles! bailing only 110 million profit last year, the project will be able to make profits twice times (Guizhou bailing wholly-owned subsidiary of bailing business group pharmaceutical sales limited in Guizhou province on November 11 with Shibing County, Guizhou province signed an Agreement of Intent cooperation of Chinese medicinal materials development project, the two sides decided to work together in Shibing County building occupies an area of about 10,000 acres of planted pseudostellaria heterophylla demonstration base, and to labour and production costs, and other forms of payment, Guizhou ternary delegate Shibing County area planted too Po company limited. Pharmaceutical distribution company will invest $ 50 million for that matter), combined with the drug company for vaccine first, Middle trends and prospects of the company is very optimistic. 5 �� Chongqing beer (600132): earnings, why do I still have the investment value of more than 170? become familiar with and to buy beer, beer that no one is looking at it, staring in the treatment of hepatitis b vaccine. Hepatitis b vaccine if it succeeds, then comparison is now used in the treatment of hepatitis b drug, treatment of a person not less than $ 500-1000 in one year output of 1 million people, is $ 5.01 trillion, excluding sales charges and costs, profit is greater than 50%, is $ 155 billion, with a total share capital of less than 500 million, profit per share was $ 3 to 10! play heavy beer is the national dream of 130 million people,There is hope for patients ' families, you say how much he values? therapeutic hepatitis b vaccine if you can succeed, Chongqing will become two of the most rare varieties of beer, has also become the two cities highest price Stock. 6, Wuhan Jianmin (600973): bezoar is a much-touted clocks of traditional Chinese medicine Chinese medicine in China, because of its special effects, use a very wide range. More than 4,500 species in traditional Chinese medicine, bezoar components have more than 600 species. According to conservative estimates, natural bezoar market size in about 10 billion. Currently on the market, the majority of non-natural bezoar. Odd natural bezoar price expensive, usually in the 10.2 million Yuan/kilogram, unscrupulous businessmen counterfeit goods flood the market. In 2009 a new "healthcare reform" project, pharmaceutical regulatory priorities, predictably, bezoar market will be purified because of a national strategy for the future. Companies earlier intervention in vitro cultured calculus Bovis projects, mergers and acquisitions in recent years the company to resolve the competition, for policy support, as well as through partnership marketing, and further increased its market share. At the same time increases as prices and sales as well as the bezoar market norms, the company may be given the explosive growth in vitro cultured calculus Bovis project.��Because Jianmin was only bezoar company, Wuhan Jianmin bezoar is a scarce resource is scarce. 7, Yu Heng pharmacy (002437): future 1-3 product line is expected to leap-forward development: adhere to the "King" will greatly enrich the future product line:-1) Cefminox: acquired Japan Meiji (original research), trademark licensing, priced separately. 2) injection of ginkgolide b: (traditional Chinese medicine for a class of drugs, and cardiovascular disease), with the first monomer of Ginkgo biloba preparations is expected to be the company has billions of main varieties. 3) other: Jackie Chun injection (traditional Chinese medicine for a class of drugs, liver disease), MED02 (class of drugs, tumor), and so on. Reputation for money absorbed by the marketing agency and Terminal mode feature, forming agents "boutique style" featured models of management, strong control over the past few years has been using cash spot sales. 2010 is the company's set of the year, growth is expected to better starting in 2011, 2012, is likely to face more outbreaks. Company an exclusive deer polypeptide injection (xinmei) term of protection for more than 20 years. October 2010 Yu hang a paper notice, saying that it is buying a leukemia drug patents, if the credit balance at a later stage is SFDA approval documents and was listed on effect of a significant, I believe that this was a boundless beneficence event!, however this process is expected to at least 3-5 years! I am a leukemia market space is amazing, as follows: my leukemia incidence/2.76. Cancer death rates, and leukemia in the 6th (male) and 8th (female), incidence of leukaemia in children under 10 years old/2.28. The 2008 annals of statistics under Ministry of health in China the death rate is just $ 3.84/100,000 leukemia. If treatment costs is $ 200,000 per person; approximately 7 billion market space business space. This unit is more valuable, so as a scarce variety. 8, double-Heron pharmaceutical (002038): the company's product line is generally around three ways to build, tumors, liver disease, and cardiovascular disease, and these three types of disease morbidity and mortality in our country is in the forefront, have a broad market space. biocoen: Medicare's new 11-year sales growth in Beijing this year, the four or five-yearly drug tender begins, the product is expected to enter forces a number of new hospital outside of the hospital, Beijing market growth is expected in 2011 will also be super expected: reserves of products of the company, future potential foot: companies include monoclonal antibody drug, long-acting products such as State health effects, 818 reserves, adhere to the main line of research and development in the future remains unchanged, in the field of biomedicine and stronger, the unit can be said to be bio-pharmaceutical middle line of the most worthy of investment of scarce species, can be said to be China's gene Tektronix. 9, violet ancient Han (000590): fine recipe from ancient Han regimen of Mawangdui Han dynasty unearthed in 2000, 2000 years ago women unearthed ancient corpse does not rot, modern biotechnology do not get, along with the excavated ancient Chinese health of health care in the preparation of fine reasonable, true test of the market for more than 20 years, modern Asian health and the health effects of excellence. Is a national treasure-secret keeping in secret by the State of the project, the whole of China the only, only this one of the world, is the scarce resource of scarcity, comparable to Dong-e e-Jiao and rare earths. Before Chinese new year equity return of Nanyue, 400 million put into production and CCTV ad supporting health-keeping/year launch phase will enable the unit full of suspense, it can be said that the unit is a scarce variety of health products. 10, CITIC keys: monoclonal antibodies market size of China now exceeds $ 1 billion, and fast-growing above 50% per year. Monoclonal antibody starts at Merck and Roche a few foreign heavy monoclonal antibody drug to enter, but then CITIC Guo Jian Pak Tai biological and several domestic manufacturers of monoclonal antibody products to market, quickly opened the market. Monoclonal antibody drugs is a blue sea of the pharmaceutical industry, so as long as there is an obvious, high security product can quickly become a heavy drugs to market. monoclonal antibody drug cultivation is one of the major barriers to enlarge the production process, CITIC Guo Jian in the lead in addressing industry challenges of the large scale production of monoclonal antibodies. Company went public in 2006 of a monoclonal antibody drug benefit game using, as in the treatment of moderate and severe active rheumatoid arthritis has a very obvious effect, since the market has been growing rapidly, 4 years after sales of nearly $ 300 million. Company currently has a domestic system is the most comprehensive in developing monoclonal antibodies drug stocks, and through its large scale production of monoclonal antibody technology for rapid development of complete gene growth curve of Tektronix. monoclonal antibody product lines in China CITIC is the most abundant healthThe company's total investment of over $ 1 billion, with strong financial and technical strength. CITIC health soon in a stock market listing, post-marketing CITIC topped with capital market rapidly expand, will become a shares on the market and a leading biopharmaceutical company. So this column finds that will soon be listed in all scarce coins CITIC kin are scarce coins rare varieties. 11, Anke bio (300009): Anke bio (300,009) as the first public company of gem, with its leading products, has long been strong in the market. Anke bio-one of the leading products of recombinant human interferon. Although the early research and development of recombinant human interferon, however, is the main medication and treatment of hepatitis b recombinant human interferon therapy of hepatitis c drug of choice, there is a lot of upside potential in the future. recombinant human interferon preparations are now internationally recognized as the most effective treatment for hepatitis b and hepatitis c drug, in our country there are quite a number of audiences. Ours is a high risk country for world hepatitis, hepatitis b virus carrier more than 120 million people, 30 million patients with hepatitis b and hepatitis c in patients with 10 million people. our guide to the prevention and treatment of hepatitis b and hepatitis c prevention guide provides of recombinant human interferon regimen, a single per course in patients with hepatitis b recombinant human interferon-gamma dose rate is calculated at the current price of 4,500 Yuan, a single per course of hepatitis c patients using recombinant human interferon at current prices averaged $ 7,200. Assumes that the current price of recombinant human interferon unchanged, 10%, hepatitis b, hepatitis c in patients with a single course of use under the prerequisite of recombinant human interferon projections, recombinant human interferon products capacity in the domestic market in China is approximately $ 20.7 billion. ranks in the forefront of genetic engineering drug manufacturers in the domestic, and Anke bio and two types of growth hormone is currently the only both interferon production approval of biological products of the manufacturer, as well as domestic production of interferon preparations up to enterprise, has developed a bulk export of recombinant human interferon, is the very small number of domestic export enterprises one of the finished preparation of biological products. 12, tonghua dongbao: Ministry of Health announced a new national essential medicines list (Basic version), a recombinant human insulin is not selected, instead of animal source insulin. Tonghua dongbao insulin production leading enterprise in China with the essential medicines list (base Edition) up. Tonghua dongbao is Asia's largest production base of recombinant human insulin, recombinant human insulin, the town of company's main products include brain such as Ning. recombinant human insulin does not have to enter the base version, tonghua dongbao future market development can produce certain effects, but it also extend to a certain extent the bargaining of recombinant human insulin. In fact, better than animal insulin effects of recombinant human insulin using artificial gene synthesis technology, its structure, function and structure of human insulin secretion in exactly the same, does not contain animal impurities has been gradually replacing animal insulin. From a long-term investment perspective, tonghua dongbao continues with long-term growth potential. However, recombinant human insulin market more competitive in the future, be aware of risk. Tonghua dongbao financial data: 13 long, Yueyang (000819): Yueyang company research and development for the prevention of Chongqing Kang Wei XING firstborn human Helicobacter pylori stomach as a result of national prevention classes class I drugs "oral administration of recombinant Helicobacter pylori vaccine" (gastric disease vaccines) on April 13, 2009 the new drug certificate issued by the State food and drug administration. The vaccine is the world's first vaccine against gastric disease prevention, broad market prospects. In 2010, Chongqing Kang Wei successfully introduced strategic investors to promote the industrialization of the project is expected to put into production in late 2012 or 2013. 14���Ϻ���ʿ�� ѪҺ��Ʒ���������ࡣ Static c ex-factory price and the price difference before at all-time highs, the future will be to become more like a limit order is expected to have 15% of the space. Albumin in recent years, there is no price increases, blood product prices on the whole bench repair after rising expectations about space 20%. Due to static and albumin accounts for Shanghai Raas 90% near main business income, future company performance will get huge gains from these different kinds of blood products. company currently has 9 station Apheresis plasma, Guangxi BAMA and two new statewide Apheresis plasma stand this year are expected to be put into use, and Qiongzhong Hainan Province and white pulp under construction, mining slurry to the guarantee of the future. 9 Apheresis plasma 2009 average throughput of 330,000 tons of mining slurry, vote for pulp rose 20% in the first half of this year, mainly from the original 9 stations and production growth of pulp, and single-station coverage of plasma collection still has a lot of room for expansion. Shanghai Raas IVIG has entered the clinical phase III hepatitis b vaccine in 2011, is expected to be marketed, the breakthrough will greatly increase the utilization of plasma, further benefits for the company. 15, hualan bio: biotech industry bears solve difficult disease outbreak of epidemic diseases and new tasks, represents the most advanced in the pharmaceutical industry, forming the core technical barriers. Bio-pharmaceutical industry almost 5-year compound annual growth rate of more than 30%. Current bio-pharmaceutical company, hualan bio leading position; swine flu vaccines, blood products, plasma separation and purification of albumin in simpler, easier to obtain, there are a number of enterprises can be produced, technical barriers are relatively low. Strict management of current policies on blood collection, hualan bio has 18 blood collection stations throughout the country, ranks first in the industry. Westlands bio-the main business of blood products is greater than one-third, half of its revenues mainly from the vaccine. hualan bio approved hepatitis b vaccine, will bring the performance of the company a lot of promotionSpace. Company receives Department of 12.25 million doses of swine flu vaccine orders. 16, ST-source (600645): ST subsidiaries Kyowa stem cells derived from genetic engineering company in Tianjin umbilical cord blood stem cells, is a concept directly to the stem cell-related enterprises. Concord stem cells currently has a cord blood hematopoietic stem cell bank in Tianjin is one of the three most powerful blood banks in China, and current livelihood and total storage of stem cells is far beyond the original inventory of the world's largest cord blood bank in New York. Main focus of the company in the field of stem cells. At the same time strengthening the research and development of stem cell technology and the introduction of talent, extend the stem cell industry. stem cell technology has broad development prospects, but have a very high technical threshold for the application as stem cell technology, are less likely to be mass market applications in the near future, upstream of the application as stem cells of umbilical cord blood stem cell storage business will therefore face a certain degree of risk. group of 17, and God (000790): a group of Chinese gods country with two independent intellectual property rights for a class of drugs, and a new in vitro diagnostic reagents, which Li Ting concern innovative drugs. Li Kating as the world's first use of monoclonal antibodies for radionuclide tag implementation targeting drug treatment for liver cancer genes, development potential is huge. In fact, Li Kating is a labeled for guided radiation therapy for hepatocellular carcinoma of novel monoclonal antibodies, monoclonal antibody and two natural advantages of the treatment of liver cancer. Mainly suitable for unresectable or postoperative recurrence of hepatocellular carcinoma and not suitable for the treatment of patent ductus arteriosus chemical embolization or by TACE invalid, after relapse in patients with advanced hepatocellular carcinoma. Li Kating as the world's first "missiles for hepatocellular carcinoma", has been included in the "national important infectious disease prevention and control special", and by a group of Chinese gods 10 exclusive monopoly rights. 18, the sea pharmaceutical (600267): sea pharmaceutical industry is also good news lately. Marine pharmaceuticals recently received European Medicines Authority (EMA) notice and Spain CINFA joint research and development of Tacrolimus capsules receive European approval to market, as the EU market only approved generic drugs Tacrolimus. at the same time, and the Academy of military medical Toxicology drug companies will work together to form Chemical Defense medicine research and Development Center. Companies become the EU's first batch of Tacrolimus companies. FK506 (take Tacrolimus) is an inhibition of cell growth effect of immunosuppressants, patented pharmaceutical companies is Japan An Sitai. FK506 is a heavy drugs. United States market has been granted a listed pharmaceutical company-like, there are three, the sea was granted a listing is currently the only European company like pharmaceutical company means haizheng drug and its partners and franchised businesses in the European common segmentation of markets, the company upgraded to a new level. 19, Lan Sheng shares (600826): has always been a human wants to conquer the challenges of cancer, monoclonal antibody drugs are drugs in the future to conquer cancer, immune disorders of mainstream thinking. At present, the real antibodies in industrialized country in the world only a few countries such as United States, Europe, and China can only truly industrial production and sale of "benefit of tournament using" a type of monoclonal antibody products. Lansheng of equity shares of CITIC and health. at the national level, CITIC and invigorating the industry leader is a monoclonal antibody. Apart from listing the domestic first monoclonal antibody drugs--Lean races in general surgery, subsequent product reserves are also very rich. At present, CITIC in the country's health has nearly 10 products are being developed, of which 3 are in clinical trials, and 1 has obtained approval for clinical trials, 2 pending clinical approvals. As of now, the State food and Drug Administration has approved 14 development of antibody drugs, of which 80% belong to CITIC about health. Lansheng lansheng kin 34.65% shares shares held, lansheng health hold CITIC States health 49% of the shares. monoclonal antibodies in the top companies in the areas of technology, CSI health there is no doubt is the best which is the subject of investor, 5-10 monoclonal antibody technology in future years in the field of medicine will occupy the mainstream, shares of CITIC health Lan Sheng shares of 17% shares in the future are likely to benefit from this technology. In addition, Lan Sheng shares restructuring expected, as Shanghai SASAC affiliated companies, its controlling shareholder lansheng group there was expected to inject modern logistics assets company. 20, Baiyun mountain, a (000522): respiratory and digestive system pharmaceutical sales terminals continues to grow, containing large areas of General disease drug demand. Respiratory medicine, cephalosporin-resistant infection medicine, class of antiviral drug Ribavirin and fastest-growing characteristics of traditional Chinese medicine, digestive system medication, glimepiride, faster-growing of new drugs. Radix isatidis market, Baiyun mountain is the largest supplier, occupies about 60% 's market share. in the area of Western medicine, baiyunshan cephalosporin products cefixime, ceftriaxone products increases in excess of 30%. 21, mayinglong: currently, mayinglong hemorrhoids ointment as essential medicines, has entered prophase hasn't done a lot of companies such as counties and key promotional blank market, ex-factory price of mayinglong hemorrhoids ointment is currently about $ 6.1 from reasonable ex-factory price of $ 7.5 to larger spaces, so, a certain extent, the company also has the ability to raise prices in the future. at present, mayinglong 18 medicines into national essential medicines list, mayinglong hemorrhoids ointment for exclusive varieties. 26 drug entry into the national healthcare directories, 4 of which are exclusive. Mayinglong products in the next five years 2-3 growth possibilities.