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NEWS / NEWS
| Pharmaceutical industry: medicine medical equipment industry upgrade in sight |
| Special recommendation: Lian Ping: the second half of the GDP growth will be above 7% Wang Yong: foreign exchange decline will not necessarily lead to deflation risk Liu Shijin: the industrial economy has been out of date view is very dangerous Zhao Jun: no adjustment for fear 100 points to stabilize shrinkage Jinding: wait to stabilize the market a clear signal Hengrui medicine: international cooperation in a new step The company issued a public notice, and American Tesaro company reached agreement, authorization the introduction of its pending the antitumor antiemetic patent products rolapitant. This is also the company's first patented drug license. Comment First attempt to authorize the introduction, focusing on the field of oncology. Tesaro is a small and medium sized pharmaceutical company in the United States, the current market value of $2000000000, focused on the field of cancer. The patent medicine rolapitant is an innovative anti tumor antiemetic, has been in the United States completed all of the clinical and in FDA pending stage. Henry will be responsible for the product into the China, responsible for clinical, registration and all sales activities. The cooperation will be: 1) to further enrich its pipeline (the company has been listed and in the research products, very few of the anti tumor aid); 2) focused on the field of anti tumor, the product is expected to produce a greater sales cooperation. Further cooperation may not be excluded. Tesaro is an excellent licensing partners, the main reasons are: 1 small, their inability to enter the Chinese market; 2) the advantages of high overlap in the field of research and development and sales, etc., 3) engaged in patent medicine business, product life cycle is long. Tesaro current R & D pipeline in the small molecules targeting, monoclonal antibodies and other products are equipped with the value of the license, we expect the cooperation is only a test the water, the Future Ltd is expected to carry out more large-scale product introduction. Overseas expansion on the agenda. Henry this year will be the first overseas layout to the company development strategy first. This year, we have repeatedly stressed that Henry have already reached the critical point of overseas expansion. Company currently carrying cash is abundant, closing to the end of the year company carrying amount of cash will be close to tens of billions of dollars, overseas mergers and acquisitions will fully, the right time and team the prime of life. Looking at the growth of the Teva, the sun, Lupin, and other international pharmaceutical giants, we believe that at this stage is only the beginning of a long march of globalization. Valuation recommendations Henry is Chinese innovative drugs and export pioneer, A stock market growth is the most established pharmaceutical stocks. 2015/16 years to maintain the forecast of EPS1.13/1.55 yuan, corresponding to P/E 38X/28X. after the recent full adjustment, the current layout of the perfect opportunity to reaffirm the conviction to buy, to maintain the target price of 71.5 yuan. Risk ANDA approved progress lower than expected; product price cuts. (source: gold) [ Last] [Back] |