Category: Money tips Release Date: 2006-06-11
Source: Great Wall Securities
Plate to become the largest pharmaceutical market, the recent bright spots, G Southern drugs daily limit for four consecutive days, G Ring drugs, medicine, anti-Lu there have been repeated strong trend, competitive advantage of pharmaceutical stocks will be short-term funds sought after goal. G Holley (000,607) Company controls more than 80% of the artemisinin-based global resources, have the unique resources of monopolistic advantage, and is expected to become WHO's medicines supplier, will become a medicine section of another star, worth the investment those who focus on.
Hot topics 1: artemisinin overlord, have dominated the world Bacheng resources.
G Holley (000,607) The company has two domestic manufacturers of artemisinin - Chongqing and Hunan Wuling Mountain Jishou pharmaceutical laboratories, forming an annual output of 70 tons of artemisinin production capacity, the scale of production capacity in the world. Meanwhile, the company also has the only one to obtain a certificate Artemisia annua GAP planting base, and signed by the Government and Chongqing youyang expansion of Artemisia annua grown in youyang base agreement, the company holds 90% of the domestic and international more than 80% of the blue Artemisinin resources, with the absolute global dominance. Artemisinin is China's only two incomes, one of the world's pharmacopoeia of Chinese medicine, WHO has a compound artemisinin-based antimalarial drugs as first-line drugs, "AIDS, Tuberculosis and Malaria, the Global Fund," also called for by the donor countries increase the procurement of artemisinin drugs, leading to a sharp increase in global demand for ACTs, the price from 2003 to 1500 yuan / kg the maximum rose to 8,000 yuan / kg, or up to 4 times more, which makes G Holley monopoly of such resources leading stands to benefit from the prospects for future development is extremely broad.
Hot topic 2: to enter the WHO procurement catalog, a broad market space.
Company's manufacturing center in the building of artemisinin-based medicine project has been completed construction and put into production, the tablet, granules, hard capsules, soft capsules four production lines passed national GMP certification. South Lake pharmaceutical company's production line and Huawu pharmaceutical tablet extract artemisinin production line has adopted the World Health Organization (WHO), GMP certification, artemisinin-based combination formulations of products in ten countries completed the registration, during the year is expected to enter the World Health organization's procurement catalog. World Health Organization data show that the number of the world suffering from malaria, increasing, with the WHO and vigorously promote the artemisinin-based malaria control program ACTS, the world's artemisinin-based combination drug treatment for adults from 2003 to 200 million treatment courses surge to 130 million treatments in 2006, anti-malarial products will be 3-5 years, the growth rate of 35-50% over the next decade, artemisinin-based products will be formed in the global market of about 15 billion to two billion U.S. dollars a huge market, which soared as the G Holley provides the conditions for the performance.
Hot topics 3: anti-tumor subjects, raw materials have obvious advantages.
Paclitaxel formulations is the treatment of ovarian cancer, breast cancer, lung cancer, nasopharyngeal cancer and other solid tumors of the first-line drug, was included in the national medical insurance catalog, a rapid increase in the domestic market demand. The company now has the earliest, planting the largest base of Taxus plant and plans to expand in 2006 to 10,000 acres of kinds in order to consolidate resources in paclitaxel first-mover advantage. The company is vigorously put into building a world-class drug Taxol extraction of new raw material base and accelerate the drug paclitaxel FDA certification of raw materials to keep companies in the supply of raw material medicine Taxol's leadership. Through independent research and development, cooperative development and other means to boost the company's paclitaxel formulations species, of which paclitaxel injection drugs in June won the State Food and Drug Administration registration orders, authorizations successfully entered the ranks of paclitaxel formulations manufacturing enterprises. The company also plans to Taxol production line agents for further technical innovation, so that in line with international GMP standards authority, relying on artemisinin-based industries established international marketing channels, so that paclitaxel formulations products enter the international market, becoming the artemisinin after another profit flashpoint.
Hot topics 4: price a serious underestimate, afternoon has great potential.
The secondary market, the stock is only 3 yuan more than its monopolistic position in global resources vastly disproportionate to the vast market outlook with room for growth. From the analysis of trends, the stock traded during the first half continued to enlarge, Guangdong, securities and other main institutions to actively Masukura, August has been a sharp Xipan market, the recent dramatic drop in turnover, indicating short-term adjustment has been basically put in place, the new one is expected in full swing master l Quotes recommended that investors focus on.
