Ni Mei Shug Leigh Lost 80% Of The Population &Nbsp; Kang Zhi Pharmaceutical Profits Were Cut.

Kang Zhi medicine (300086.SZ) encounter

The latest price of Kang Zhi Pharmaceutical (SZ:300086): 17.33 1.92 9.97% market trend, the latest news bulletin of company news, the largest single tracking of capital flow to the cost of stock positions, and the prediction of excellent stocks. But today's announcement of Kang Zhi pharmaceutical shows that the use of Ruzhi Qing for drug users over 12 years of age is estimated to be the total in 2010.

Lost possibility of overfall

Since the adverse reaction of nimesulide, the pharmaceutical industry has repeatedly been caught in the vortex of public opinion, and publicly accused the rival Johnson of being the behind the scenes plotter, but SFDA did not have a clear opinion on how to deal with it.

In May 20th, SFDA announced on its official website that it decided to take further measures to strengthen the administration of Ni Mei Shug Leigh's oral preparations and ban it for children under the age of 12.

Reporters yesterday contacted Kang Zhi pharmaceutical secretaries Li Youquan, but he said he was in hospital for medical treatment, inconvenient to interview.

An analyst who did not want to be named said: "before we predicted that he would not withdraw from the domestic market, the result was quite different from our original judgment, and the company was also surprised.

If the sales of Rui Zhi Qing do not come, we predict the possibility of overfall will be lost.

Kang Zhi pharmaceutical announced in the announcement: This nimesulide oral instructions revised, will have a greater impact on the company's performance in the short term.

Data from the Kang Zhi pharmaceutical bulletin showed that about 12 of the population over the age of 2010 accounted for 25% of the total sales of rezhi Qing in 2010, and about 80% of them were used for analgesic treatment. The other 75% sales were all used for antipyretic treatment of children under 12 years old.

That is to say, the non analgesic treatment of people over the age of 12 accounted for only 5% of the sales of Ruzhi Qing.

Net profit was cut in the first half of the year.

In 1-4, Nimesulide Granules completed only 28 million 761 thousand yuan in sales revenue.

According to the new adaptation scope of the SFDA notice, the company expects to sell 26 million 306 thousand and 200 yuan in the remaining 8 months, with a total annual sales volume of 55 million 67 thousand and 200 yuan.

Affected by this, the company's net profit in the first half of 2011 is expected to decline by 40-60% compared with the same period last year.

According to the annual report, in 2010, Nimesulide Granules (Rui Zhiqing) achieved operating income of 222 million yuan, accounting for 72% of the total revenue of the company, and its gross profit margin was as high as 80.09%.

Before the SFDA notification was issued, Kang Zhi pharmaceutical company lowered the planned sales volume of Nimesulide Granules to 176 million yuan in 2011, accounting for 29% of the total sales revenue of the company.

In the children's antipyretic market, in the past, it has been three points in the world of Johnson and Merrill Lynch and Tylenol. The effective ingredients of these three drugs are Ni Mei Shug Leigh, Bloven and paracetamol.

Among them, the price of Rui Zhi Qing is lower than that of the other two drugs, and has a higher share in the domestic market.

In mid May, there was a "buy" rating for the Kangzhi pharmaceutical company, which predicted that with the release of the company's capacity and the rebound in sales, the two quarter will start to resume growth, and sales in the second half of this year are expected to achieve a breakthrough growth.

But now all of this has come to nothing.

The analysts said that this incident is absolutely positive for Johnson.

Although Kang Zhi pharmaceutical prosecuted Johnson to the Hainan industrial and commercial bureau, it also tried to fight against the "unfair competition" of Johnson, another big producer of nimesulide, Changshu Yu Shi pharmaceutical company.

It's difficult to get the rod.

Because Ruizhi Qing outshine others, the company has seen a single variety of business risks, so Kang Zhi pharmaceutical industry has been trying to support the OTC channel children diarrhea medicine to Lin.

But the above analysts said: "particles (that is," Ruiqing ") is mainly designed for children, which is sure to have a great impact on the company's performance.

It has just been listed this year, and sales 1 hundred million is almost the same.

There is always a process for a new product to go public, so the pressure to fill the revenue is definitely bigger. "

Kang Zhi pharmaceutical said that the company has taken positive measures to continue to increase the pace of promoting children's products. Children's diarrhea drugs such as "Albumin Tannate and Barm Powder" and "children's cold medicine" Jinli Shuang, which have been listed, account for 23% and 9% of the original sales plan respectively.

The products listed this year include digestive drugs such as Rui Du Bao, Lacidophilin Granules and Xiao Qing Jie granules.

The company also said that it will integrate all the superior products of the subsidiary company, Beijing Shun Xin Xiangyun Pharmaceutical Co., Ltd. and the trustee enterprise, Hainan National Pharmaceutical Co., Ltd., to make up for the market losses brought by Nimesulide Granules as soon as possible.