Hengrui Medicine entered the list, 25 pharmaceutical companies totaled 2.7 trillion US dollars

Pharmaceutical Network September 25th Hengrui squeezed Japan's Takeda Pharmaceutical to become the world's highest TOP25 pharmaceutical company

Recently, data analysis company GlobalData released "the world's highest TOP25 pharmaceutical company", the statistics of this report as of June 30, 2018 (Q2). Among them, China's Hengrui medicine Enter the top 25, ranked 24th.

According to the report, the total market capitalization of 25 pharmaceutical companies reached US$2.7 trillion, a slight increase of 1.1%. Among them, the leading companies Merck, Bayer, GlaxoSmithKline, Eli Lilly, CSL and Charles achieved double digits during the same period. The market value of growth.

(Source: GlobalData official website report, the horizontal axis shows the size of the drug market, the vertical axis shows the market value growth rate, and the mark is Jiangsu Hengrui.)

As can be seen from the above figure, there are a total of 9 pharmaceutical companies with a market value of more than 100 billion US dollars, but most of them are in negative growth. Among them, Jiangsu Hengrui has a market value of less than 100 billion US dollars, but the growth rate is higher.

In addition to Hengrui, there are five more experienced market capitalizations in the second quarter of 2018, and CSL, Charles and Bayer achieved growth rates of 24%, 20% and 16% respectively.

There is a decline in rising, and the market value of BMS and New Base fell by more than 10% in the second quarter of 2018.

In addition, from a geographic perspective, the total market value of North America is $1.5 trillion, of which 13 companies from the region are among the top 25. At the same time, the market value of pharmaceutical companies in Europe and Asia Pacific increased by 3.2%. And 16.5%.

(Source: GlobalData official website report, the horizontal axis from left to right are North America, Europe, Asia, Q1 and Q2 quarterly market value comparison, the vertical axis is the market value, the mark is for Asia, Jiangsu Hengrui and Takeda Pharmaceutical comparison . )

Among them, it should be noted that in the comparison of the market value of Q2 and Q1 in Asia, the market value of Q2 is nearly 15 billion US dollars higher than Q1, and it is included in the list. enterprise From Putian Pharmaceuticals at Q1 to Jiangsu Hengrui, the market value was 2 billion dollars higher.

This means that Jiangsu Hengrui has squeezed out Japan's Takeda Pharmaceuticals and squeezed into the list of the world's highest TOP25 pharmaceutical companies.

According to the report, in the second quarter of 2018, large pharmaceutical companies had more sales and restructuring operations, which reflected that large pharmaceutical companies are increasingly inclined to focus on their core business areas, and to some extent, their market value changes:

Procter & Gamble agrees to acquire consumers of Merck in Germany for 3.4 billion euros health Unit, after that, P&G will receive the vitamin brand Seven Seas and the larger Latin American and Asian markets. P&G said: The deal will help the company expand the cold drug A consumer health product portfolio that includes a brand of comfort.

GlaxoSmithKline acquires Novartis' consumer medical care for $13 billion health care Vas Narasimhan, CEO of Novartis, said: 'The timing of Novartis’s sale of non-core assets at very attractive prices is just right, which will strengthen our ability to allocate capital to grow our ability to drive shareholder returns and continue building Digital and data-driven leading pharmaceutical companies. '

Pfizer will sell its consumer health business at a high price of US$15 billion. GSK, Johnson & Johnson, Sanofi, Nestle, Procter & Gamble and many other multinational pharmaceutical companies have expressed interest in buying.

This reflects the return of multinational pharmaceutical companies to their core businesses in recent years. They are no longer pursuing diversification. The trend of focusing on the main business is becoming more and more obvious. Some analysts pointed out: With the rapid rise of labor costs, non-core businesses are pulling Growing the sales front, leading to a decline in the rate of return on profits, so began to focus on the main business.

Therefore, the above sales and restructuring business actions also affect the market value of pharmaceutical companies to a certain extent.

Of course, this is only the market value list for the Q2 quarter. In the Q3 quarter, whether Hengrui can maintain the status of TOP25, we will wait and see.