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所属行业:医药制造业

  • 2341.医药行业:全球部分地区疫情反复,国内新冠疫苗接种提速明显

    [医药制造业] [2021-04-05]

    基于全国各地的积极防控,本土新增确诊患者一度降低并长期维持至零增长 。国内新增主要来自境外输入2020 年 10 月底开始陆续出现本土新增确诊病例,今年初以来增长较快; 2 月以来,疫情散发防控效果明显本土新增逐步归零 。 国家卫健委数据 2021 3 27 31 个省 自治区 、 直辖市和新疆生产建设兵团报告新增确诊病例 8 例,均为境外输入病例;上海 2 例、 四川 2 例、 天津 1 例、 河南 1 例 、广东 1 例 、陕西 1 例 ;新增无症状感染者 19 例, 均为境外输入。 当日转为确诊病例 3 例, 均为境外输入 。

    关键词:医药行业;疫情;新冠疫苗
  • 2342.医药行业:空间可观,稳健前行,短期处方外流加速线下发展,长期线上线下分权而立

    [医药制造业] [2021-04-05]

    药店板块业绩整体维持较高增速,在中美贸易摩擦等外部环境的不确定下,我们仍然看好集中度提升和处方外流给上市龙头药店带来的确定性增长。我们认为线下药店会伴随着处方外流的承接持续高业绩, 3-5年内收入及利润增速保持20%以上。同时我们将持续跟踪线上药店的相关政策,如果线上相关政策陆续放开,线上及线下药店将迎接分权而立的全新行业格局。

    关键词:医药行业;药店板块;线上药店
  • 2343.医药行业:结合板块走势,甄选Q1业绩高增长个股

    [医药制造业] [2021-04-05]

    近一个月申万医药生物板块下跌2.31%,跑赢沪深300 指数2.23 个百分点,涨跌幅位列申万28 个一级行业中第14 位,截止3 月30 日,较去年最高点回调11.21%,跑输沪深30017.89 个百分点,但较前三年初涨幅均远高于沪深300 指数,整体TTM 估值为47.74 倍,相对于沪深300的估值溢价率为180.08%,处于历史中高位水平。子板块方面,本月仅医药商业板块上涨,主要由于前期涨幅较小,医疗器械和化学制药板块跌幅居前,相较于2018年初,仅中药、医药商业由于两票制等因素呈下跌态势,估值方面,医疗服务板块冲高回调,商业板块在政策扶持下缓步抬头,器械板块由于受疫情影响导致业绩高走,估值下移。

    关键词:医药行业;CAR-T 疗法;医疗器械;处方药
  • 2344.核药行业:高壁垒铸就双寡头,点亮核药星辰大海-深度报告

    [医药制造业] [2021-04-03]

    核药是医药板块内具有稀缺性的“高壁垒+高增长”行业,其应用范围横跨诊断+治疗,主力品种格局好、增长快,核医学在临床上的普及将进一步打开市场空间。放射性药物的监管、配送、原材料、技术、品牌等一系列高壁垒构筑起了后来者难以逾越的护城河,形成了行业内的双寡头竞争格局,推荐东诚药业、中国同辐(H)。


    关键词:核药行业;深度报告;投资策略
  • 2345.全球微创胃肠道手术系统市场分析和预测(2021-2031年)

    [医药制造业] [2021-03-31]

    In five years, i.e., (January 2016 – January 2021), the market has witnessed 91 key developments and strategies, most of which were related to partnerships, alliances, and business expansions. Efforts are put in to introduce more technologically advanced products in the market. With the introduction of new and upgraded devices with enhanced capabilities, it has become increasingly possible to unlock new use cases for minimally invasive GI surgical systems.

    关键词:微创胃肠外科系统;增强功能;升级设备
  • 2346.全球医用塑料市场报告(2020-2027年)

    [橡胶和塑料制品业,医药制造业] [2021-03-31]

    Medical plastics are polymeric material that can be molded into any shape. They are generally made from thermoplastic materials. After thermoplastics are heated, they can be easily molded. Medical grade plastics are temperature and chemical resistant. This study provides information on use of medical plastics in various enduse industries in India. The study is segmented on the basis of type and application. The study mostly deals with the applications of medical plastics in disposables, drug delivery devices, diagnostic instruments, catheters, and surgical instruments. In addition, the report also includes key drivers, restraints, and opportunities in the market. The global medical plastics market analysis covers in-depth information about major industry participants. Some of the major players in the market include Arkema S.A., Basf SE, Celanese Corporation, Solvay SA, Covestro AG, and Sabic.

    关键词:医用塑料;聚合材料;热塑性材料;耐高温;耐化学腐蚀
  • 2347.全球体外诊断市场报告(2020-2027年)

    [医药制造业] [2021-03-31]

    For the purpose of analysis, the global in vitro diagnostics market is segmented into product & service, technique, application, end user, and region. Furthermore, the report includes the revenue generated from the sales of in vitro diagnostic products and services. In addition, the product and services segment is further divided into reagents, instruments, and software & services. Thus, the market study involves the revenue generated from the sales of in vitro diagnostic reagents (liquid form), instruments used in in vitro diagnosis, software used in in vitro diagnostic instruments and sales of in vitro diagnostic services offered across the globe.

    关键词:全球体外诊断市场;产品和服务;试剂;仪器;软件和服务
  • 2348.全球吸入一氧化氮市场报告(2020-2027年)

    [化学原料和化学制品制造业,医药制造业] [2021-03-31]

    Nitric oxide is a chemical compound in gas form that is used to treat infants with severe breathing problems associated with narrow blood vessels in the lungs. It works by relaxing smooth muscle to widen (dilate) blood vessels, especially in the lungs. Nitric oxide is usually used together with a breathing machine (ventilator). Inhaled nitric oxide (iNO) is recognized as a potent and selective pulmonary vasodilator that does not decrease systemic vascular tone. The Food and Drug Administration of the U.S. first approved iNO in 1999 for use as a medical gas to treat hypoxic respiratory failure associated with clinical or echocardiographic evidence of pulmonary hypertension in term and late preterm neonates. Thereafter, iNO therapy is clinically applied to treat PPHN in term and late preterm neonates without consensus.

    关键词:一氧化氮;气体形式化合物;吸入一氧化氮(iNO);肺血管扩张;药物
  • 2349.全球CRISPR基因编辑市场分析和预测(2020-2030年)

    [科学研究和技术服务业,医药制造业] [2021-03-30]

    CRISPR is a technology that is used in gene editing enabling researchers and scientists globally to alter DNA sequence and modify gene function with ease. CRISPR gene editing was adopted from the antivirus immunity system of single-celled microorganisms, namely archaea and bacteria. Fragments of alien DNA, known as a spacer, are incorporated and transcribed into guide crRNA (CRISPR RNAs) to specifically target and cleave the genome of the virus and other foreign bodies using Cas proteins. In other words, the CRISPR-Cas9 system directs the Cas9 nuclease to form a site-directed double-strand DNA break using a small RNA molecule that results in permanent alterations of the genomic target sequence and repair the damage caused to DNA. These components, when transferred into more complex organisms, enable gene editing or modifications.

    关键词:CRISPR;基因编辑;改变DNA序列;修改基因功能;抗病毒免疫系统
  • 2350.全球止咳糖浆市场报告(2020-2027年)

    [医药制造业] [2021-03-30]

    Coughing is the body's way of getting foreign substances and mucus out of the lungs and upper airway passages. However, sometimes coughs are severe enough to make breathing difficult, cause vomiting, or prevent rest. There are two kinds of cough medicines such as expectorants and suppressants. The report provides an in-depth analysis of the cough syrup market on the basis of product type, age group, distribution channel, and region. It includes revenue generated from the sale of cough syrups and not the consultation services provided by physicians.

    关键词:咳嗽;排出异物和粘液;呼吸困难;引起呕吐;止咳糖浆
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