WUXI BIOLOGICS DL-,000025 Forum: Community User: Summer.76

WuXi Biologics adopt Purolite Life Sciences Protein A resin for monoclonal antibody therapies https://finance.yahoo.com/news/wuxi-biologics-adopt-purolite-life-025700080.html

Was den split angeht, bin ich auch ziemlich leidenschaftslos. Beim Wert selbst ist das schon ganz anders: ich denke ebenso, dass er noch einiges zu bieten hat.

Ob Split oder nicht ist letztendlich auch egal....hab nicht geplant sie irgendwann zu verkaufen. Sehe sie in 5 Jahren bei einem Vielfachen...

Gerne! Warum die HV nun später stattfindet (sollte ja wohl ursprünglich Ende Oktober sein), weiß ich aber nicht.

Danke

Schau mal den Beitrag vom 23.10. an. Die außerordentliche HV zur Abstimmung über den Split ist am 12.11.

@Summer.76 Weißt du weshalb der Split nicht durchgeführt wurde?

WuXi Biologics and AB2 Bio Announce Collaboration to Accelerate Commercial-Scale Manufacturing of Tadekinig alfa https://www.prnewswire.com/news-releases/wuxi-biologics-and-ab2-bio-announce-collaboration-to-accelerate-commercial-scale-manufacturing-of-tadekinig-alfa-301162519.html • Tadekinig alfa is a novel IL-18 binding protein in pivotal Phase 3 testing for orphan disease IL-18 driven monogenic Hemophagocytic Lymphohistiocytosis (HLH) • WuXi Biologics to undertake commercial-scale manufacturing to support U.S. market launch ...

Zhongtai International: WuXi Biologics (02269-HK)'s new corona project implementation speed exceeds expectations https://www.finet.hk/newscenter/news_content/5f98f04cbde0b30d4618bbdf ... Taking these factors into account, the bank will increase the adjusted net profit of 2020E-22E, which reflects the profitability of its core business, by 0.6%/11.9%/11.8%, respectively. The bank reiterated its Overweight rating and raised its target price from HK$195.6 to HK$256.6.

Was ich halt so entdecke... Freut mich aber sehr! Danke Dir 😊

Finde es super, dass Du hier jede Info zu WUXI teilst😊👍🏼 Da kann man dann auch schon mal „Danke“ sagen🙏🏼

Gerne! Ist ja eher eine Zusammenfassung. Habe es mal lieber ins Englische übersetzen lassen, da es auf deutsch noch schlechter rüber kam 🙃

Danke für den Bericht, Summer.76😊👍🏼

[Hong Kong Stock Tracking] The company is described as a "pharmaceutical TSMC" and Goldman Sachs has set a target price of $238 for it. https://inews.hket.com/article/2786939/%E3%80%90%E6%B8%AF%E8%82%A1%E8%BF%BD%E8%B9%A4%E3%80%91%E5%91%A2%E9%96%93%E5%85%AC%E5%8F%B8%E8%A2%AB%E5%96%BB%E7%82%BA%E3%80%8C%E9%86%AB%E8%97%A5%E7%95%8C%E5%8F%B0%E7%A9%8D%E9%9B%BB%E3%80%8D%E3%80%80%E9%AB%98%E7%9B%9B%E4%BA%88%E5%85%B6%E7%9B%AE%E6%A8%99%E5%83%B9238%E5%85%83 Blue chip WuXi Biologics (02269) is a member of the WuXi PharmaTech family. WuXi Biologics’ business model is very similar to that of WuXi AppTec (02359). However, WuXi AppTec focuses on chemical drugs, while WuXi Biologics only makes biological drugs.  There is absolutely no competition between the two. To understand WuXi Biologics business simply, mainland stockholders point to WuXi Biologics as the "TSMC" of the semiconductor industry.  The company's customers are mainly innovative pharmaceutical companies, such as Qualcomm and Huawei chip design companies in the semiconductor industry. Chemical drugs refer to drugs that use multiple chemical components to be continuously mixed and formulated. Only a single chemical technology is required. Therefore, chemical drugs are very easy to imitate and mass produce. The representative company of chemical drugs CDMO is WuXi AppTec. Biopharmaceuticals, on the other hand, are drugs that are developed and manufactured through the use of biotechnology, such as genetic engineering, cell engineering, and protein engineering.The production of biopharmaceuticals requires the use of several cross-domain biotechnologies, and the development time is often substitutable and difficult to imitate.Living cells are very sensitive to temperature, light, humidity, pH, etc. The representative company of biologics CDMO is WuXi Biologics. At present, WuXi Biologics is the only company in the entire industry chain of CDMO in China. Beginning in 2017, the world's top 10 best-selling drugs have gradually changed to mainly biologics. By 2019, 7 of the world's top 10 best-selling drugs are biologics.  Compared to chemical drugs, biological drugs have a certain degree of efficiency and safety, and are expected to be used to treat cancer, reverse immune diseases, and change rare diseases. WuXi Biologics ranks fourth in the global market and first in China. In the global market, the top ranked CDMO biologics is Lonza, second is BI from Germany, third is Samsung Biologics from Korea and fourth is WuXi Biologics.  In the domestic market, WuXi Biologics is the absolute leader. It has been the first in China since 2010, and its market share has increased year by year, in 2019. The market share of the company has reached 78.6%. According to the company’s performance indicators, revenue is expected to grow by 30% in 2019 and 40% from 2021 to 2022. Recently, a number of major banks have raised their price targets on WuXi Biologics, with the highest being 238 yuan from Goldman Sachs. Goldman Sachs predicts that the P/E ratio in 2021 will be 121 times, while other listed peers will be 62 times. Considering that the company is a domestic leader and its market share continues to expand, the valuation premium that is close to double is not excessive.

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@kid würde mich auch interessieren 🤔 weil ich hier gerne investieren möchte