cryptornadonft| HPV vaccine companies collectively reported "misfire" in the first quarterly report? Shares of Zhifei Biotech and Watson Biotech both fell

After Zhifei's performance stalled in the first quarterCryptornadonftWatson Biology (300142) (SZ300142, share price 13Cryptornadonft.84 yuan, with a market value of 222Cryptornadonft.46 billion yuan) handed over to make investors more "stupid"CryptornadonftThe quarterly report. In the first quarter of this year, Watson Biological achieved a total operating income of 600 million yuan, down 28.02% from the same period last year, and its net profit was 14.1275 million yuan, down 91.79% from the same period last year. On the same day, Watson Biology also announced the termination of the research and development of recombinant novel coronavirus vaccine (gorilla adenovirus vector).

Watson Biology did not report specific variety sales changes in its first quarterly report, but according to the company's 2023 annual report, the decline in bivalent HPV vaccine revenue has greatly affected the company's performance. Another domestic company specializing in bivalent HPV vaccine, Wantai Biological (SH603392, share price 63.40 yuan, market capitalization 80.404 billion yuan) has not yet released its first quarterly report, but from the annual report, I am afraid the results are not optimistic.

Affected by market competition factors, the profitability of bivalent HPV vaccine has declined, but Zhifei (300122) (SZ300122, with a share price of 34.21 yuan and a market capitalization of 81.892 billion yuan) acting for nine-valent vaccine has always been regarded as the "king" of domestic HPV vaccine, but its performance also turned downwards in the first quarter of this year.

The performance of bivalent HPV vaccine enterprises is collective "dumb fire"

On the evening of April 24, Watson Biology released its quarterly report for 2024. In the first quarter of this year, the company achieved total operating income of 600 million yuan, down 28.02% from the same period last year; net profit from its mother was 14.1275 million yuan, down 91.79% from the same period last year; and non-net profit was 84.0338 million yuan, down 37.37% from the same period last year. The net cash flow from operating activities is