1, anke biotechnology Science and Technology, mainly engaged in the production and sales of biological products, Chinese patent medicines and chemical synthetic drugs. It is recognized by the outside world for its growth hormone business. But in fact, its business scope is wide and complex, including biomedicine, Chinese patent medicine, chemical medicine, polypeptide medicine, gene detection, cell therapy and so on. At present, it has 7 wholly-owned subsidiaries and several shareholding holding companies, including Anke Yuliangqing, Anke Hengyi, Su Haoyiming and China-Germany Midland.
2. Its main products cover biological products, nucleic acid detection products, polypeptide drugs, modern Chinese patent medicines, chemically synthesized drugs and other fields, forming a series of precise medical industrial chain layouts such as gene detection, targeted anti-tumor drug research and development, and cellular immunotherapy technology. Core products include recombinant human interferon, recombinant human growth hormone, Huoxue Zhitong ointment, thymopentin, somatostatin and so on.
Key points of investment
1. created an epidemic. Anke biotechnology Science and Technology, whose products such as interferon and thymus series are important drugs for COVID-19 epidemic. It is recommended as a symptomatic drug for COVID-19. Recently, it developed two products, COVID-19 antibody test kit and nucleic acid test kit, which were approved for export. Therefore, it is gradually tapped by market funds, and the pre-increase in performance is just around the corner, so it is also recognized by market funds.
2. Earned the core money. The core business of anke biotechnology Science and Technology is biological products, and it has long been committed to the research, development, production and sales of biological and medical science and technology products such as cell engineering, genetic engineering, genetic testing and precision medicine. At present, biological products are the main core business. In 20 19, its biological products contributed 75% of the company's net profit, with revenue accounting for 50.3% and gross profit accounting for 56.9%. In recent years, the net profit of biological products has also been on the rise.
3. "Two vegetables" is great. One is auxin and the other is interference hormone. Anke biotechnology Science and Technology is the leading supplier of growth hormone powder injection in China. The sales of growth hormone increased from 65,438+53 million yuan in 20 14 to 653 million yuan in 20 19, with a five-year compound growth rate of 34%. Interferon is suitable for viral diseases, hairy cell leukemia and other diseases. Its interferon is widely used as antiviral drugs, and then interferon ointment, eye drops and other dosage forms can also open up new growth space.
4. The layout of "two wings" is accurate. One wing is Chinese and western medicine, and the other wing is precision medicine. In addition to the core business, we also carry out large and small mergers and acquisitions, with Chinese and Western medicine and precision medical care as the two wings, and develop together. It has successively acquired companies such as Su Haoyiming, China-Germany Midland, Boshengji and Hubei 377 Bio. , and laid out in many fields such as monoclonal antibody, cellular immunotherapy, gene sequencing, etc. It has more than 30 invention patents and 5 non-patented technologies, and independently researched and developed more than one national new drug 10, realizing the diversified development model of "endogenous+epitaxial".
5. "Two needles" complement each other. One is a powder injection and the other is a water injection. Compared with similar products, Anke's powder injection contains no preservatives, its specific activity is as high as 3.0, its approved indications are more, its market share is the first, and its competitive advantage is obvious. Moreover, some patients with powder injection will switch to water injection to seize some water injection shares. Since the listing of water needles, the sales volume has been rising and the proportion has been expanding. From 20 13 to 20 19, the share of water injection increased from 53.3% to 7 1.3%, and it is a long-term trend that water injection will replace powder injection in the future. The clinical study of anke biotechnology Science and Technology's long-acting water needle was completed on 20 19, and it is currently in the production stage to be declared. Mass production in 2020 is expected to be approved in 20021,which will cover the whole product line and greatly enhance the competitive advantage.