BIO-FORUM 2022
8month17day-19On24The 8th Shanghai International Biotechnology and Medicine SymposiumBIO-FORUM 2022The conference was held in Shanghai. With the theme of 'Breaking Through Integration, Technological Innovation Drives High-Quality Development of the Biomedical Industry', it engaged in in-depth exchanges and discussions on disruptive biotechnology, cutting-edge cell therapy technologies, antibody drug research and development, nucleic acid drug technology, management and biosafety of human genetic resources, innovative development of biomedicine in the Yangtze River Delta, new vaccine research and development, synthetic biology, green synthesis of drugs, biomedical engineering technology and innovation.
Frost & SullivanFrost & SullivanPartner and Managing Director of Frost & Sullivan Greater China Region, Co-founder of LeadLeoCEOMr. Yang Xiaocheng was invited to attend the Youth Forum and delivered a speech18ADelivered a speech on the performance of Hong Kong-listed biotech companies under the rules and the development of the biopharmaceutical sector.
Partner and Managing Director of Frost & Sullivan Greater China, Co-founder of LeadLeoCEOYang Xiaocheng
According to Yang Xiaocheng, Hong Kong stocks18ABiotechnology companies are involved in pharmaceuticals, medical devices, andAIThe company covers all three major medical fields, with a focus on biopharmaceuticals in the pharmaceutical sector. Medical device companies are concentrated in three sub-sectors: in vitro diagnostics, medical equipment, and medical consumables. Among them, there are listed...18AbiologyBCompany exceeds70%The company portfolio is concentrated in the fields of innovative drugs and therapies, while the number of companies with other business attributes is relatively lower.
18ABiopharmaceutical companies50The company focuses on nine major areas: oncology, autoimmune diseases, ophthalmology, biologics vaccines, cell therapy, diabetes, infectious diseases, respiratory system diseases, and rare disease drugs. Among them, the Chinese oncology drug market has experienced rapid growth in the past five years and is expected to continue growing; among the other eight sub-sectors, it is estimated that the markets for cell therapy, rare disease drugs, autoimmune disease drugs, biologics vaccines, and ophthalmic drugs will lead in terms of growth rate over the next five years.
Total Market Value of Pharmaceutical Track Companies7,374.3HK$10 billion, median96.5HK$10 billion. The industry exhibits a significant 28-golden ratio, with the market value of BeiGene Shenzhen City-listed companies accounting for29.1%, close to market value27home18AThe total market value of biopharmaceutical companies.
Yang Xiaocheng pointed out,18AThe company's issuance is closely related to the overall heat in the new share market.2020Companies that were issued and listed in the previous year performed the best, whereas2021Companies listed in the year had relatively poor performance. In terms of issuance,18AThe company is generally below25%The shares are issued at a certain proportion, mostly18ACompanies all have it50%The callback ratio fully demonstrates the enthusiasm of investors for subscription; compared to2018year, in2019The issuance structure of biotech companies listed in the year showed significant differences and changes, with cornerstone investors beginning to actively participate. Data shows that2020Year for biology-BThe year was the best for the company, with cornerstone investors making a crazy investment;2021As the Hong Kong Hang Seng Index fluctuated sharply, there have also been significant changes in new share issuance, leading to a sluggish new share market.
at18ADuring the company's issuance process, there were a total of174Homefund cornerstone investors participated in the new share offering, holding a proportion of18AThe company's global offering market value ratio is43.33%, with an average market value of outstanding positions of approximately9.6HK$10 billion. The quality of cornerstone investors, to a certain extent, determines18AMarket enthusiasm at the time of the company's listing. And in the performance of cornerstone investors,Lake Bleu Prime Healthcare Master Fund LimitedParticipated15home18AThe company issued shares, and the total market value of positions participating in the issuance was approximately17.89HK$10 billion.
Finally, Yang Xiaocheng briefly introduced the services and performance of Frost & Sullivan in the healthcare sector to the guests present. As a leading firm in the listed industry consulting segment, Frost & Sullivan can provide one-stop investment and financing advisory services to biotech companies.2018 - 2021In the Hong Kong stock market, the healthcare sector has over85%Market share. At the same time, Frost & Sullivan can assist enterprises in writing in-depth articles and industry whitepapers, as well as conducting multi-channel dissemination."
