潮汕兄弟卖减肥药，2个月飙涨20亿

Core Viewpoint - Hanyu Pharmaceutical, led by the Zeng brothers, is experiencing a significant turnaround due to the successful launch of its weight-loss drug, Liraglutide injection, in the U.S. market, which is expected to drive substantial revenue growth and increase the company's market capitalization to approximately 21 billion yuan [1][3][4]. Company Performance - Hanyu Pharmaceutical reported a net profit of over 140 million yuan for the first half of 2023, marking a significant recovery after seven consecutive years of losses [3]. - The company's market capitalization surged to around 21 billion yuan following the announcement of its partnership with KuCoin for the tokenization of its innovative drug assets [1][3]. Product Development and Market Strategy - The Liraglutide injection is set to become the first generic version approved by the FDA, priced at 50% to 33% lower than the original Novo Nordisk product, targeting a large market of obesity and diabetes patients in North America [9][11]. - The global market for Liraglutide is projected to reach approximately 5.991 billion USD in 2023, with the U.S. accounting for about 3.204 billion USD [9]. - Hanyu has established a long-term exclusive partnership with Hikma Pharmaceuticals, with a contract worth 338 million yuan to expand its presence in the U.S. market [11][12]. Future Outlook - The company plans to increase its production capacity from 200 kg to 1000 kg by 2024, with an additional investment of 300 million yuan to further enhance production capabilities [22][23]. - Hanyu is also developing additional products, including Semaglutide, and aims for dual submissions in both the U.S. and China to maximize market reach [18][19]. Ownership and Wealth Increase - The Zeng brothers collectively hold 20.76% of Hanyu's shares, resulting in an increase of 2 billion yuan in their wealth over the past two months due to the company's rising stock price [5][4].