【New must-read】Bide pharmaceutical valuation analysis, drug molecular building blocks and scientific reagents

snowball 2022-09-23 08:38:29 阅读数:451


Source: Snowball App, Author: Must-read for new students, (https://xueqiu.com/1896346964/231334716)

Disclaimer: The following forecasts are for reference only and cannot be used as a basis for transactions!

Forecast table description: Yellow is the opening price and days predicted by Daxinjun, green is the low-risk range, and red is the high-risk range.In the past few years, according to the statistical data, the correct rate is in the range of 72-78%, and the statistical caliber is ±20% of the opening price.The reasonable, high and low risk ranges of the Sci-tech Innovation Board represent the prices that may be faced in the first five days. The low risk range indicates outstanding value, and the high risk range is the speculation risk range.$Pedel (SH688073)$

Bide Pharmaceuticals (688073): The company is a company focusing on the front-end of the new drug R&D industry chain. Relying on the core business of R&D, design, production and sales of drug molecular building blocks, it can provide new drug R&D institutions withA high-tech enterprise of drug molecular building blocks and scientific reagents with novel structures and diverse functions.

The company's products mainly serve the key links of new drug research and development, such as drug target discovery, potential compound screening, lead compound discovery, synthesis and optimization, and drug candidate compound discovery.Guided by the theories of drug structure-activity and structure-property relationship, retrosynthetic analysis of drug compounds, etc., the company has closely tracked the dynamics of new drug molecular entities (NMEs) for many years, and formed a drug molecule building block research and development design, customized synthesis,The core technical system represented by molecular structure confirmation, purity detection and purification, etc., has built a comprehensive and large-scale product library of drug molecular building blocks, which can meet the needs of customers for high-tech, multi-category, micro-dose and multi-level drug molecular building blocks.frequency requirements.

The company has the ability to provide more than 300,000 kinds of drug molecular building blocks with novel structure and diverse functions to new drug research and development institutions, of which more than 70,000 kinds of regular drug molecular building blocks are in stock.The company's end customers are mainly innovative pharmaceutical companies, scientific research institutes, CRO institutions and other new drug R&D institutions, including Roche, Merck KGaA, Pfizera> (Pfizer), Abbvie (Abbvie), Gilead (Gilead) and other multinational pharmaceutical companies represented by Hengrui Medicine, BeiGene, Chi-Med Pharmaceutical, Kelun Pharmaceutical and other domestic new drug R&D companies;With WuXi AppTec, Pharmaron Chemical, Medisil,CRO institutions at home and abroad represented by Dia, Aragen Life Sciences, Syngene, etc.; scientific research institutes represented by the National Institutes of Health (NIH), Shanghai Institute of Materia Medica, Chinese Academy of Sciences, Shanghai Institute of Organic Chemistry, Chinese Academy of Sciences;Colleges and universities represented by Harvard University, Yale University, Princeton University, Massachusetts Institute of Technology, Tsinghua University, Peking University, and Westlake University.

The company is committed to becoming a global leader in the field of drug molecular building blocks, and actively develops a global layout, including regional centers in the United States, Europe, India and other global new drug research and development highlands, so as to keep up with the forefront of medicineIn the direction of research and development, we will develop drug molecular building blocks with novel and unique structure and various functions in a timely manner, quickly respond to the diverse needs of customers for drug molecular building blocks and scientific reagents, help global new drug research and development institutions, accelerate the process of new drug research and development or reduce the cost of new drug research and development.

The company's main business

(Source: Company Announcement)

Industry and Comparable Companies:

According to the research report of Nature Reviews, more than 30% of the research and development costs of innovative drugs are distributed in the preclinical research stage, of which the target-signal stage accounts for about 2.75%, the seed-lead compound stage accounts for about 5.61%, and the lead compound stage accounts for about 5.61%.Compound optimization stage accounted for about 16.72%, and preclinical research accounted for about 7.10%.

①Nanjing Yaoshi Technology Co., Ltd. (300725.SZ)

②Shanghai Haoyuan Pharmaceutical Co., Ltd. (688131.SH)

③Shanghai Aladdin Biochemical Technology Co., Ltd. (688179.SH)

Use of raised funds

Financial Analysis:

(Data source: Straight Flush F10)

(Data source: Straight Flush F10)

The company expects to achieve an operating income of approximately RMB 500,000,000 to RMB 600,000,000 from January to September 2022, an increase of 17.20% to 40.64% over the same period of the previous year;Profit and net profit attributable to shareholders of the parent company are approximately RMB 82 million to RMB 92 million, an increase of 22.94% to 37.93% over the same period of the previous year; It is estimated that the net profit attributable to shareholders of the parent company after deducting non-recurring gains and lossesThe profit was about RMB 80 million to RMB 90 million, an increase of 22.32% to 37.61% over the same period of the previous year; with the continuous expansion of the company's operating income and operating scale, net profit and net profit attributable to shareholders of the parent company also increased significantly.

Conclusion:It is estimated that 13,000 yuan will be received in advance for each sign after the listing, and it is recommended to subscribe for it. It is recommended to pay careful attention in the later stage.

【Note】The following degree of attention is divided into: concerned, general concern, cautious attention, not concerned

Risk warning: The above opinions and information are only some understandings and judgments of this account on the market, and are for reference only. The main text content comes from the company's prospectus.Market risk, the investment need to be cautious.

A little point of view, wait for a reward![laughter]

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