Capital market falls in love with diet pills

On October 16, the four connected board of Baihua Pharmaceutical, Borui Pharmaceutical rose nearly 10%, and Zhongsheng Pharmaceutical, Jinkai Shengke, Haofan Biology, Shuanglu Pharmaceutical, Hanyu Pharmaceutical, etc. kept up. On the news side, Novo Nordisk again raised its sales and profit prospects due to the surge in demand for its popular weight-loss drug Wegovy and diabetes drug Ozenpic.

According to statistics, since September, A-share diet drug concept stocks have increased by more than 30% on average, becoming one of the most profitable sectors in the near future. The concept stock of diet pills was sought after, leading the chairman of the listed company to take the goods with him. According to the report, in the company's investor conference call on October 12, the chairman of Borui Pharmaceutical said that his body weight dropped from 91 kg to 76 kg, and he lost 30 kg.

For the company's drug research and development, the reporter of Beijing Business Daily called the Secretary Office of the Board of Directors of Borui Pharmaceutical, but as of press release, no reply has been received. In the announcement of stock trading changes disclosed on the evening of October 16, Borui Pharmaceuticals said that, as of the disclosure date of the announcement, the two indications of weight loss and type 2 diabetes treatment had only obtained the ethical approval for phase II clinical trials, and the phase II clinical trials of type 2 diabetes treatment had begun to be included in the group. After the completion of the Phase II clinical trial, the confirmatory clinical trial scheme shall be confirmed by the State Food and Drug Administration, the Phase III clinical study shall be carried out and completed, and the production and marketing shall be carried out after the review and approval of the State Food and Drug Administration.

That is to say, the polypeptide hypoglycemic drug BGM0504 injection independently developed by Borui Xinchuang Biomedical Technology (Wuxi) Co., Ltd., a holding subsidiary of Borui Pharmaceutical, is still in the research and development stage.

Generally speaking, a drug will go through pre clinical research, clinical trial approval, clinical trial (Phase I/II/III clinical), new drug marketing approval and other stages. According to the announcement of abnormal fluctuations in stock trading issued by Shuanglu Pharmaceutical on the evening of October 16, the company's ongoing research project GLP-1 receptor agonist (Japanese preparation) has not conducted separate clinical research on weight loss, and the ongoing research project involving GLP-1 dual target therapeutic drugs is still in the pre clinical research stage.

Some pharmaceutical enterprises have weight-loss drug research projects in progress, but in this upsurge, some pharmaceutical enterprises clarify that the company has no related business. For reasons such as the rise of the company's share price, the reporter of Beijing Business Daily called Baihua Pharmaceutical Securities Department, and the relevant staff said that the clarification announcement of the company would prevail.

Baihua Pharmaceutical said in the clarification announcement that recently, some investors paid more attention to the company's diet pills and drugs suitable for Alzheimer's disease. The company's service mode is to accept the customer's entrustment and provide technical services related to pharmaceutical research and development in accordance with regulations and customer requirements, including pre clinical research, clinical research, application for registration and other generic CRO full process technical services, After R&D is completed, the R&D results will be transferred to the customer. The company has no production and sales business of related drugs.

Deng Zhidong, general manager of Hainan Boao Medical Technology Co., Ltd., told Beijing Business Daily that weight loss is a hot demand worldwide, and the growing number of obese people shows that there is a huge demand for weight loss products in both domestic and international markets. With the continuous improvement of income and material living conditions, people's demand for more scientific, convenient and efficient weight loss also continues to increase.

However, Deng Zhidong further said that the investment market is affected by many factors, including market sentiment, good news, policy changes, etc., which can cause short-term speculation in the market and lead to large fluctuations in the prices of some stocks. However, in the long run, the value of stocks is closely related to the company's sustainable development and profitability. Investment is risky, and we need to continue to pay attention to the company's fundamentals, research and development prospects, clinical trial results of drugs and other information, conduct comprehensive analysis and evaluation, and avoid blindly following the trend.

key word: clinical company medicine weight-reducing aid