According to the Guotai Junan Research Report, Xinlitai focuses on the field of chronic cardiovascular diseases. The impact of collection on the generic drug business is gradually being clarified. JK07 has BD potential. The JK07 has BD potential. S086 and Enaldostal are expected to accelerate in the future, the share of innovative drug revenue will gradually increase, and innovation and transformation will accelerate. The comprehensive relative valuation method and absolute valuation method gave a target price of 35.33 yuan, covered for the first time, and gave an “increase in weight” rating. Enalastat will shine as the first domestically produced HIF-PHI drug. There are more than 60 million patients with renal anemia in China. According to drug distribution data, domestic sales of roxastat reached 1,923 billion yuan in 2023. Enaladustat will break roxastat's market monopoly in the field of HIF-PHI pharmaceuticals. Relying on its advantages of accuracy, efficiency, moderation, stability and simplicity, it is expected to quickly gain market share. It is expected that Enaldostal sales will peak at 1.8 billion yuan, and I am optimistic that the company's innovation pipeline will be realized.

Zhitongcaijing · 03/11 09:17
According to the Guotai Junan Research Report, Xinlitai focuses on the field of chronic cardiovascular diseases. The impact of collection on the generic drug business is gradually being clarified. JK07 has BD potential. The JK07 has BD potential. S086 and Enaldostal are expected to accelerate in the future, the share of innovative drug revenue will gradually increase, and innovation and transformation will accelerate. The comprehensive relative valuation method and absolute valuation method gave a target price of 35.33 yuan, covered for the first time, and gave an “increase in weight” rating. Enalastat will shine as the first domestically produced HIF-PHI drug. There are more than 60 million patients with renal anemia in China. According to drug distribution data, domestic sales of roxastat reached 1,923 billion yuan in 2023. Enaladustat will break roxastat's market monopoly in the field of HIF-PHI pharmaceuticals. Relying on its advantages of accuracy, efficiency, moderation, stability and simplicity, it is expected to quickly gain market share. It is expected that Enaldostal sales will peak at 1.8 billion yuan, and I am optimistic that the company's innovation pipeline will be realized.