为快速推进商业化 科伦药业拟1175万元收购一家药品B证标的公司 后者行业面临严监管

Core Viewpoint - The company Huashitong plans to sell its subsidiary Jiangsu Huashitong Biopharmaceutical Technology Co., Ltd. to Kelun Pharmaceutical for 11.75 million RMB, aiming to optimize resource allocation and enhance its strategic planning in the pharmaceutical sector [1][2]. Company Summary - Huashitong is a CDMO (Contract Development and Manufacturing Organization) that provides pharmaceutical intermediates, active pharmaceutical ingredients, and technical services, while also engaging in the research, production, and sales of innovative and generic drugs [1][2]. - Jiangsu Huashitong has total assets of 12.53 million RMB and net assets of 11.41 million RMB as of April 30 this year, with a revenue of 2.24 million RMB and a net profit of 1.05 million RMB in the first four months of the year [2]. Industry Summary - The number of B-license companies has surged from 140 in January 2021 to 1,249 by the end of 2024, indicating a rapid growth in the sector [3]. - B-license companies are characterized by a small scale and a light asset operation model, which has become increasingly common in the context of rising production costs and regulatory scrutiny [3][4]. - Recent regulatory changes have tightened the requirements for B-license companies, limiting their ability to outsource production and emphasizing the need for compliance with Good Manufacturing Practices (GMP) [4].