NO.1 WHO responds to Trump's announcement of 'withdrawal': hopes the United States will reconsider

On January 21st, according to CCTV News, US President Trump signed an executive order announcing the US withdrawal from the World Health Organization. The World Health Organization expressed regret over President Trump's announcement on his first day in office that the United States would withdraw from the organization. The WHO said that WHO plays a vital role in protecting the health and safety of people around the world, including Americans. The World Health Organization hopes that the United States will reconsider and engage in constructive dialogue with the new US government to maintain the partnership between the United States and the World Health Organization, benefiting the health and well-being of millions of people worldwide.

Commentary: The news of the United States' decision to withdraw from the World Health Organization has attracted widespread attention and concern worldwide, and has had a significant impact on international public health cooperation. In the capital market, investor sentiment in healthcare related stocks may be affected by this news and experience short-term fluctuations. The World Health Organization calls on the US to reconsider that if coordination fails, global health governance and industry chain cooperation may face more challenges and uncertainties.

NO.2 Huahai Pharmaceutical: Expected net profit growth of up to 49.3% year-on-year in 2024

On January 21st, Huahai Pharmaceutical released a performance forecast, expecting the company to achieve a net profit attributable to shareholders of the listed company between 1.14 billion yuan and 1.24 billion yuan in 2024, an increase of about 310 million yuan to about 410 million yuan year-on-year, an increase of about 37.3% to 49.3% year-on-year.

Comment: Huahai Pharmaceutical predicts a significant increase in net profit in 2024, mainly due to the expansion of its sales network and the increase in sales of new products, as well as effective cost reduction through lean management. The expected profit growth of the company may further boost investor confidence, and we will continue to pay attention to the specific implementation of the company's selected products in various regions and the expansion of overseas markets.

NO.3 Watson Biotech: Clinical research application for 20 valent pneumococcal polysaccharide conjugate vaccine accepted

On January 21st, Watson Biotechnology announced that the company and its subsidiaries Yuxi Watson Biotechnology Co., Ltd. and Yunnan Vaccine Laboratory Co., Ltd. jointly developed a 20 valent pneumococcal polysaccharide conjugate vaccine and applied for clinical trials with the National Medical Products Administration, and recently received an "Acceptance Notice". This vaccine is independently developed by the company and is an upgraded product based on the 13 valent pneumococcal polysaccharide conjugate vaccine that the company has already produced and marketed, covering more pathogenic serotypes of pneumococcal bacteria. At present, there is no 20 valent pneumococcal polysaccharide conjugate vaccine approved for market in China. The acceptance of this clinical trial application will not have any impact on the company's recent business performance.

Comment: Watson Biologics' layout in the field of multi valent vaccines is in line with the industry's upgrading trend. If the subsequent research and development are successful and commercialized, it may boost investor expectations. However, it should be noted that the price competition in the domestic vaccine field is fierce. Taking the 23 valent pneumococcal polysaccharide vaccine under Zhifei Biotechnology as an example, this product, which was approved in August 2023, has already been reduced to 209 yuan/vial. Even if Watson Biotechnology develops this pneumonia vaccine smoothly, it will still face fierce market competition at that time.

NO.4 BGI Genomics: Expected loss of 750 million to 920 million yuan in 2024

On January 21st, BGI Genomics released its 2024 performance forecast, expecting a net profit loss attributable to shareholders of the listed company of 750 million to 920 million yuan in 2024. The main reasons include: the company's operating performance mainly comes from routine testing business, which is expected to increase by more than 6% year-on-year compared to 2023 excluding the revenue brought by sudden public health emergencies, and the tumor and chronic disease prevention and control business is expected to increase by more than 15% year-on-year. But the gross profit margin of some of the company's products has decreased. Some customers have extended their payment cycle, resulting in an increase in credit impairment losses. Due to the high investment in research and development expenses, it has had a certain impact on the company's net profit when the scale of operating income has not achieved significant growth.

Comment: Huada Gene's large pre loss performance last year indicates that the company is facing many challenges in its operations. Faced with issues such as a decrease in gross profit margin and extended customer payment cycles, the company stated that it will strategically adjust its main business product structure and focus on core advantageous product line operations, strengthen credit control, and increase collection efforts. Investors need to be alert to the short-term stock price volatility risks that may arise from performance forecast announcements.

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