Golden Throat Lozenges

即使医药遭遇资本寒冬，却仍有勇士逆流而上。近日，2023年港股药企股价涨幅TOP10出炉，涨幅最高的10家药企分别为：吉林长龙药业、金嗓子、中生联合、赛生药业、白花油、联邦制药、中智药业、东阳光长江药业、康臣药业、兆科眼科-B。其中，吉林长龙药业以高达417.35%的涨幅，强势拿下断层式第一，成为涨幅王。TOP10榜单里，吉林长龙药业和金嗓子涨幅均超过100%，其余8家涨幅处于30%-95%之间，一路乘风破浪而行。2023年港股药企股价涨幅TOP10注：剔除了医疗保健设备、医疗及医学美容服务、药品分销、生物技术行业数据来源：同花顺财经01吉林长龙药业：“全年涨幅王”，断层式第一回看2023年股价走势图，吉林长龙药业于4月20日开启了暴涨之路，当天涨幅高达87.75%，原因是公司在前一日发布了一则特别分红的公告，“将于2023年6月30日派发截至2023年3月31日止3个月的特别股息每股0.5元人民币”，而当时公司股价不足1港币，股息率相当高。除特别分红外，靓丽业绩也是刺激其股价暴涨的重要原因。2022年全年，吉林长龙药业总收入约为人民币8.42亿元，较上年7.05亿元增加19%，同期本公司股权持有人应占溢利由上年1.43亿元增加至1.94亿元。2023年业绩延续稳健增长，其中一季度股东应占溢利为5239万元，较2022年同期3362万元增加56%，前三季度股东应占溢利约1.33亿元，较2022年同期约1.05亿元增加27.4%。02金嗓子：拿下“榜眼”金嗓子之所以能拿下涨幅榜“榜眼”，得益于实现亮眼业绩。2022年全年，金嗓子实现总收益约为人民币992百万元，较上年同期增加约171.5百万元，实现净利约为281.2百万元，较上年同期增加约93.6百万元或49.9%。其中，金嗓子喉片（OTC）销售额约占公司收益总额的91.2%。2023年上半年，金嗓子实现总收益约为479.6百万元，较上年同期增加约167.5百万元或53.7%，实现净利约为122.1百万元，较上年同期增加约65.4百万元或115.3%，而且随着积极出海，加快全球化战略布局，公司产品出口已涵盖全球五大洲共53个国家和地区。03中生联合：业绩扭亏为盈业绩实现扭亏为盈，是中生联合2023年股价暴涨的主因。近年来，中生联合亏损幅度不断收窄，2023年上半年实现了正向盈利：总收益约为人民币218.9百万元，较上年同期增加约为96.1百万元，增长率约为78.3%，实现利润约27.8百万元，较2022年上半年录得亏损约5.2百万元，利润增加约33百万元。归其原因，在于2023年上半年好健康品牌营养膳食补充剂跨境电商业务和婴童系列营养产品中国地区经销商业务，均取得快速发展，而且实现毛利率约为66.6%，较上年同期增长率约为8.2%。04赛生药业：引进潜力大单品赛生药业是专注于肿瘤及重症感染疾病治疗领域并拥有产品开发和商业化集成平台的国际生物制药公司，2023年股价大涨主要由业绩增长和未来预期所驱动。一方面，得益于自有产品日达仙（注射用胸腺法新）的销量增长，赛生药业多年业绩保持稳健增长。2023年上半年，赛生药业实现收入人民币1603.3百万元，较上年同期增长8.7%，纯利增长18.4%至630.2百万元。其中，日达仙的销售收入由2022年上半年的1179.4百万元增加154.6百万元至2023年同期的1334.0百万元。另一方面，赛生药业持续拓展新的业绩增长点，于2023年11月从美纳里尼引进了乳腺癌疗法Orserdu，市场认为这款口服SERD药物有成为大单品的潜力。赛生药业2023年上半年收入情况图片来源：赛生药业2023年中期报告05白花油：业绩迅速突破与中生联合一样，2023年白花油实现股价大涨，也是由业绩扭亏为盈所推动。白花油主要从事以自有品牌“和兴”生产、推广及分销医疗保健产品，其中一项和兴产品“和兴白花油”享负盛名，已有逾95年历史，行销中国香港、中国澳门、中国大陆、东南亚及西方国家。2023年上半年，白花油录得总收入1.26亿港元，较2022年同期5620万港元大幅增加124.9%，溢利（亏损）为5599.3万港元（2022年：亏损220.7万港元）。这主要得益于公司三大经营业务均实现增长，其中医疗保健业务实现收入1.21亿港元，占公司总收入的比重高达约96%，同比增长128%，物业投资、财资投资业务分别实现收入4334万港元、1138万港元，同比增长39%、3824.1%。06联邦制药：手握三代胰岛素+GLP-1创新药除了甘李药业、通化东宝，联邦制药也是胰岛素龙头，而且是TOP10榜单里唯一一家市值超百亿的药企。2023年上半年，联邦制药交出了不错的成绩单，录得营业额为人民币69.07亿元，较上年同期上升33.3%，公司拥有人应占本期溢利为12.84亿元，同比上升104%，归功于三大经营业务表现出色，中间体、原料药及制剂产品的分部收入（包括分部间之销售）分别同比增长37.2%、34.6%、29.1%。其中，制剂板块包含胰岛素系列和抗生素两大类，2023年上半年糖尿病产品录得销售收入共计4.98亿元，同比下降19.6%，其中重组人胰岛素销售收入为2.31亿元，三代胰岛素实现销量保持高速增长，销售收入为2.67亿元；抗生素类表现亮眼，产品销售达17.25亿元，同比大幅增长50.5%。另外，联邦制药还布局了多款GLP-1类药物，包括利拉鲁肽、司美格鲁肽生物类似药和创新药UBT251。其中，UBT251是一款长效GLP-1/GIP/GCG三靶点受体激动剂，具备差异化优势，预期临床每周皮下注射给药1次。图片来源：德邦证券07中智药业：“制药+连锁药店”双轮驱动中智药业的主营业务包括制药和营运连锁药店，2023年以51.06%的涨幅排名第7。凭借成功建立独特的品牌及营销模式，2023年上半年中智药业录得总收益约人民币10.94亿元（2022年同期：8.46亿元），较上年同期增加29.3%；录得母公司拥有人应占期内利润约1.35亿元（2022年同期：7704.8万元），较上年同期增加约75.1%。制药板块是中智药业的第一大业务，占比高达70.6%，2023年上半年实现收入7.73亿元，同比增长43.9%，得益于在疫情管控的末期，用药需求增加，中药的用量大增，加之年后市场快速恢复，公司各板块业务稳步推进。08东阳光长江药业：“流感神药”再现？东阳光长江药业是东阳光集团旗下的国内制剂平台，专注于抗感染、内分泌与代谢等治疗领域。由于2023年以来全国频发流感等呼吸道疾病，东阳光长江药业作为抗流感病毒药“奥司他韦”主要生产商，在业绩增长和相关预期的推动下实现股价大涨。得益于公司坚持走学术推广和品牌建设之路，2023年上半年核心产品可威（磷酸奥司他韦）实现销售额为28.81亿元，较2022年同期增长186.4%。整体来看，2023年上半年，东阳光长江药业实现营业额为人民币32.09亿元，较2022年同期增加148.1%，归属于本公司权益持有人的溢利及全面收益总额为10.29亿元，其中可威的营业额占公司总营业额的比重高达89.8%，尔同舒（苯溴马隆片）、欧美宁（替米沙坦片）、奥美沙坦酯片及琳罗星（盐酸莫西沙星片）占比分别为1.2%、1.2%、0.7%、0.7%。09康臣药业：多元化的产品结构2023年是康臣药业港股上市的第十年，全年股价涨幅为32.5%。不同于押注单一业务的药企，康臣药业布局了丰富多元的产品系列，涵盖骨科、医用成像对比剂、骨伤、皮肤、肝胆、妇幼和其他药物。2023年上半年，康臣药业实现收入为人民币11.2亿元，较上年同期的9.94亿元增长约12.7%，公司权益股东应占溢利为3.48亿元，与上年同期相比增加约17.2%。整体销售收入的增加，主要是由于公司持续致力开拓产品市场以及发展全国各地的销售网络所致。从收入结构看，康臣药业各产品系列实现了不同程度的增长。其中，肾科系列产品销售额较上年同期录得增长约13.4%，肝胆系列产品、妇幼系列产品和其他药物的销售额分别同比增长272.6%、31.9%、50.3%。康臣药业各产品收入情况图片来源：康臣药业2023年中期报告10兆科眼科-B：全面布局眼科药物管线兆科眼科-B是TOP10榜单里唯一一家带“B”标签的药企，意味着公司仍处于亏损状态，但这两年亏损幅度逐渐收窄，且首次录得了可观的销售收益。2023年上半年，兆科眼科实现总额达人民币1130.4万元，其中230万元来自贝美素噻吗洛尔的商业化，360万元来自堡得视®系列眼罩，销售额涵盖传统医院与新兴数码及实体渠道，反映通过结合线上线下渠道、以崭新手法建立品牌知名度及服务客户，未来销售潜力可期。此外，有关NVK002向外许可交易亦录得540万元的前期款项。兆科眼科布局了全面眼科药物管线，覆盖影响眼前节及眼后节的6种主要眼科适应症，其中创新药物管线达14种，包括9种若获批准则有潜力成中国市场领先产品，以及仿制药管线达12种、6种潜在中国首仿药。参考资料：1.各公司财报、公告、官网2.德邦证券研报声明：本内容仅用作医药行业信息传播，为作者独立观点，不代表药智网立场。如需转载，请务必注明文章作者和来源。对本文有异议或投诉，请联系maxuelian@yaozh.com。责任编辑 | 诗诗转载开白 | 马老师 18996384680（同微信）商务合作 |  张武龙 13368443108（同微信） 阅读原文，是昨天最受欢迎的文章哦

Rebalance Health's IRB-Approved, Open-Labeled Study Found a 90% Reduction of Menopausal Symptoms DENVER, Nov. 22, 2023 /PRNewswire/ -- Today , health and wellness company, Rebalance Health announced preliminary results, from an IRB-approved open label study that was 70% completed at the time the abstract was written citing significant reduction in menopausal symptoms in the North American Menopause Society's Menopause Journal and full study outcomes will be released in Q1. Rebalance Health's products affect cortisol levels through a proprietary delivery system that allows the body to rebalance naturally without the use of hormone replacement therapy. Taken 3 times a day, each dose is formulated in accordance to how the body metabolizes the active ingredients for the most enhanced and effective outcome to help the body achieve the optimal cortisol levels based on the time of day. Continue Reading The IRB-approved, open-label study led by Dr. Todd Dorfman, Chief Medical Officer at Rebalance Health, involved 101 females with a mean age of 53 years old, from various ethnic and socioeconomic backgrounds that had not used hormone therapy in the past 12 months and were experiencing hot flashes. The participants were given a 90-day supply of The Hot Flash System, consisting of three lozenges per day. They reported the number of hot flashes and provided feedback on a daily questionnaire. Participants who consented also had four separate blood draws taken (before starting the supplement and every 30 days until the study ended) measuring a variety of hormones and other menopausal parameters. The results speak for themselves: 90% of participants reported a reduction in menopausal symptoms 80% of participants reported a significant reduction in hot flashes and other menopausal symptoms 25% of participants reported a complete elimination of hot flashes Participants reported improved quality and duration of sleep, increased energy levels, enhanced mood, libido, mental clarity, recovery from working out and improved skin and nails. "We are honored that the North American Menopause Society has published our abstract and thrilled that our product can help tens of millions of women suffering from their menopausal symptoms. When my wife was diagnosed with Cushings in 2020, pharmaceutical treatment was not an option for us, so I was determined to find a natural, effective, and safe solution that could actually work in reducing her symptoms. The outcome of our product development was mind blowing. It's rewarding to hear about all of our consumers' lives that we have changed dramatically, and we are excited to announce this formal IRB study in an effort to show credibility in a space with a lot of misinformation so that we can truly help the 47 million women who enter menopause annually," said Founder, President and CEO of Rebalance Health, Justin Hai. This abstract of preliminary data demonstrates that the proprietary delivery system increases serum estradiol levels and reduces vasomotor symptoms (hot flashes, brain fog, lack of energy, loss of libido etc..), in menopausal women over time as women continue to take the supplement system. The efficacy of the Directline® technology showed a 300% greater peak serum levels and a 60% longer peak blood levels compared to best in class products on the market. This proved the efficacy of both the Directline® delivery system and the ingredient profile of the supplements. The Hot Flash System is available monthly $63.75, quarterly $180, one-time $75 on rebalancehealth.com. Rebalance Health's products are vegan, formulated by doctor, and contain no; fillers, additives, dyes, preservatives, gluten, soy, and whey. In Q1 2024, Rebalance Health is anticipating the full study to be published by a leading medical publication, with unprecedented data not released in the NAMS abstract. About Rebalance Health Rebalance began with co-founder Justin Hai researching ways to help his wife, who was diagnosed with Cushings – a condition characterized by an overproduction of cortisol levels in the body. As he talked with cortisol experts – some who are now a part of the Rebalance Health Science Team – he saw how there is a disconnect in supplements that help support the hormone. With solutions that tend to only focus on symptoms, instead of the solution, he set out to change that. The Rebalance Systems™ are three daily lozenges, in different formulations, that help with hot flashes, anxiety, or testosterone throughout the day and night, so you can get on with bringing the best of you to every moment of your life. SOURCE Rebalance Health