洗浴

Gao Yan, Xingquan re-injected the AB surface of the medicine high fever-two-stage fever and one-stage panic

2020-04-03

Gao Yan, Xingquan re-injected the AB side of medicine “high fever”: second-level fever and first-level panic
For stocks, please read Jin Qilin analyst research report, authoritative, professional, timely, and comprehensive, to help you tap potential potential opportunities!  Original title: Gaofeng Capital, Xingquan Fund made heavy re-injections, the AB side of pharmaceutical investment “high fever”: second-level fever first-level panic Source: Science and Technology Board Daily February 25, Medicine Stone Technology (300725.(SZ) announcement said that the company’s fixed increase plan has been implemented, and the subscriber is Xingquan Fund.Investment from above 6.500 million US dollars in full subscription of medicine stone technology will increase, after the completion of the issue, Xingquan Fund became a shareholder of medicine stone technology holding more than 5%.  In addition, the capital industry of the pharmaceutical industry is that, as the first beneficiary of the new refinancing regulations, Gloriad has been climbing all the way since the final increase plan was announced on the evening of February 16 and has been issuing a pre-report 189.33 yuan / share, with an expected increase of 7 on the 17th.04%.  Public information shows that Gao Ying Capital is the only specific object of Gloriain’s non-public offering. After this change of equity, Gao Ying Capital will hold 200 million shares of Gloria Ying, ranking the second largest shareholder.  In essence, it is just that in the market, the market is paying more and more attention to the investment in the pharmaceutical field. However, a domestic venture capital agency told the reporter of the Science and Technology Board Daily that, in terms of separate fields, traditional chemical generic drugs have already beenThere is basically no chance. The more promising are medical devices, innovative drugs and digital medical fields.The person believes that the CRO / CDMO field is generally good, but there will be some restrictions in development.  The increase in marriage is regarded by the outside world as a “marriage.”  As a leading company in the domestic CDMO (customized pharmaceutical R & D and production) field, Kailaiying is committed to providing one-stop CMC services for drug development and production for large and medium-sized pharmaceutical companies and biotechnology companies at home and abroad.  The presence of High Capital, which has invested in many pharmaceutical companies, is expected to bring powerful industrial resources to the company’s business development.Shengang Securities believes that the use of the potential of the introduction of high-capital capital resources is likely to cause Kailaiying Biopharmaceutical CDMO business to undergo a qualitative change, thereby quickly realizing the present value.  In addition, the data shows that the longer period of 2017-2019 for the first three quarters is 20.6%, 24.2%, 39.0%, and has a deep accumulation in the CDMO field, serving customers including Merck, Pfizer, Beta Pharmaceuticals, Fosun Pharma and other pharmaceutical giants. Therefore, from the perspective of financial or business safety margins, for Gao Capital,Gloriain has a high investment value.  Gao Ye ‘s pharmaceutical landscape For Gao Ye Capital, the pharmaceutical field is its key layout area. A reporter from Science and Technology Board Daily has sorted out that Gao Ye Capital held a total of 54 companies in the fourth quarter of 2019.The company has 28 companies and 18 companies involved in pharmaceuticals.  Gaofeng Capital’s investment methods are broad and flexible, spanning from the early stages to the primary and secondary markets.  Leading pharmaceutical companies such as Hexion Pharmaceuticals, BeiGene, Cinda Bio, Junshi Bio, etc. have already been listed in biopharmaceutical companies.In addition, Gao Ye Capital also has established biopharmaceutical companies such as Kewang Pharmaceutical, Chuangsheng Group, Cornerstone Pharmaceuticals, Tianjing Biological, Yian Jishi, Haihe Biological, etc. that have not yet been listed.  For companies in the same CRO / CDMO field, in addition to Gloria, Gao Ye Capital also has leading brands such as WuXi AppTec, Tiger Pharmaceuticals, and Fonda Holdings.In addition, in the fields of vaccines, medical chain institutions, medical equipment, etc., Gao Capital has plans.  Chansong Capital Shen Meng commented on Gao Gao Capital to the reporter of “Science and Technology Board Daily”. He believes that Gao Gao ‘s extremely success lies in a kind of alternative Matthew effect. When its influence in the market is large enough, it will not be so great.If you make a mistake, its behavior can promote the market to a favorable direction. Some may be defective for others, or they may reverse.  Investment status in the primary market From the perspective of transactions and mergers and acquisitions, the frequency and amount of transactions involved in the pharmaceutical industry have been increasing.  According to the data of Crunchbase database, the investment in the medical industry has been increasing since 2013, and the investment in the general health sector reached 174 in 2018.300 million US dollars, and the total investment in this field will reach 210 in 2019.杭州夜网$ 900 million.  According to another report released by PricewaterhouseCoopers, the number of transactions in the Chinese pharmaceutical industry in the first half of 2019 and the second half of 2018 increased by 35% sequentially, and the transaction value increased by 45% to US $ 10.8 billion.  Horizontally, according to the “Global Medical Technology Innovation 2019 50” released by Eur.com, biopharmaceuticals ($ 9.5 billion), medical IT (29.$ 800 million), medical devices ($ 2.6 billion), online services (9.$ 4.9 billion) These four sub-sectors are the hottest, with a total of $ 13 billion in financing.Among them, Round A and Round B financing events accounted for a relatively large proportion, accounting for 61 of the total investment.5%.  Wang Jian (pseudonym), a person in charge of a local venture capital agency in Shanghai, told the reporter of the Science and Technology Board Daily that the field of medicine and health, as an anti-cyclic industry, has the possibility of continuous growth.And because China’s insufficient supply in the field of medicine and health, coupled with the impact of the recent epidemic, the country will be more involved in public health.  However, he believes that traditional chemical generic drugs have basically no chance, and they are more optimistic about the fields of medical devices, innovative drugs and digital medicine.  Wang Jian said that the CRO / CDMO field is generally good, but there will be some restrictions in its development.Since self-built factories are easier to obtain bank loans and support from local governments, and it is easier to meet the conditions for investment promotion, many new drug R & D companies may choose to build their own factories, which will definitely affect the production scale of CRO / CDMO companies.which performed.  Cao Guoxiong, Chairman of Pricewater Capital, told reporters in the Science and Technology Board Daily that under the influence of the epidemic, there will be more investment opportunities in the field of IVD (especially the direction of infection and infection) and biological products (such as vaccines).  However, when the pharmaceutical industry is being highly sought after, bubbles and inflated heights are inevitable, and in times of tight funding, the “receiver” is not easy to find.  Yuan He Capital Zhao Qun said in an interview with the media that by 2020, the number of medical projects that have raised funds in the market will probably be seriously replaced.Ruifu Ventures Huang Ruizheng also publicly stated that during the epidemic, and even later, the early-stage medical and health companies that are currently in contact are estimated to increase and decrease, and the early investment market may even be shuffled.