The legend of the stock market of billion diabetes "secret recipe"

[There are risks and significant uncertainties in the preparation study, and the Guizhou Lark's patent application at this stage will mislead investors into thinking that the company's prospects are considerable and that investors cannot see through] Guizhou Lark (002424.) SZ) recently announced that the company has received a notice issued by the State Intellectual Property Office, its two recipes for diabetes (Sugar Ning Tongluo capsule) patent application has been accepted. However, proprietary Chinese medicine is not diabetes, the market prospects are not clear, at the same time, Guizhou Lark in the preparation of research and development stage patent application, but also caused by analysts questioned. Last April, Guizhou Lark and Yang Guoshun, Yang Yaelong signed the price of not more than 100 million yuan "Miao Medicine Cooperation Development Agreement", one-time buyout Yang Guoshun and Yang Yaelong have ancestral treatment of diabetes Miao medicine secret, and in accordance with the secret recipe made of sugar Ning Tongluo capsule preparation, At the same time commissioned the Chinese Academy of Medical Sciences Institute of Medicinal Plants and Guiyang Institute of Traditional Chinese Medicine Experimental Center of the Basic Medical laboratory to test the Pharmacodynamics project. Announcement once released, Guizhou Lark shares float red, outside of its concept of speculation is also pouring in. According to media reports, Yang Guoshun and Yang Yaelong in 2010 for the "Cure diabetes drugs and their preparation methods" applied for a national patent and published a detailed formula. The patent was actually transferred to the relative Chen Yuan of the company's actual controller in 2012, and the company concealed the fact that chairman Jiang Wei had obtained the patent ownership and the company and the Yang Guoshun had reached a partnership development operation six months ago. Guizhou Lark immediately issued a clarification bulletin, 2012 obtained secret patent in the preliminary study after the effect is not obvious, the secret of the April purchase and Yang applied for patent is not the same prescription, in the patients with the prescription after follow-up, confirmed that the secret recipe for diabetes has obvious therapeutic effect. This January, Guizhou Lark also issued a notice that the company held an expert consultation on the project. The meeting affirmed the hypoglycemic effect of the Tang-Ning Tongluo capsule, and approved the protective effect on pancreatic and renal pathological changes, which inhibited the proliferation of fundus Hemangioma and interfered with the pathological changes of fundus. It is considered that the capsule has good development value and application prospect. For why the effect of secret recipe in several experiments, the effect of inconsistent, Guizhou bailing Securities Affairs representative Chen Zhi said the patent application for the secret recipe for last April from Yang acquired a new recipe, different from 2010 Yang has patented prescription. Late last year, Guizhou Lark received the Food and Drug Administration of Guizhou province issued by the "Medical institutions preparation application acceptance notice." According to the regulations on the administration of pharmaceutical preparations for medical institutions, the preparation of a medical institution is a fixed prescription agent prepared and used by the medical institution in accordance with the clinical need, and can only be applied by the prescription of a practising physician or a practising assistant physician in the medical institution. This is different from prescription drugs that can be circulated in the market. Chen Zhi told the first financial daily reporter, the Tang ning Tongluo capsule will be established in Guiyang Diabetes Hospital (expected to open in June 2014) of the hospital preparation sales, while the clinical research to accumulate academic materials and cases. This reporter learned that the Tang Ning Tongluo capsules as aThe type of medical preparation, from research and development to put into use, cycle generally in three years. Guofan, director of the CIC consultancy Research, believes that there are risks and significant uncertainties in the preparation study, and that Guizhou Lark's patent application at this stage would mislead investors into thinking that the company's prospects are significant and that investors cannot see through it. Slithen, senior medical partner of the Beijing University Management Consulting Group, said that the key to medical preparations was to obtain the approval number issued by the State administration of drug control, rather than the patent, which was only "hype concept, selling story". He said: "Medical preparations must obtain specific clinical data to prove that it has a significant effect, small side effects, and Guizhou Lark in the previous announcement of these content is vague." "China has a huge market for diabetes drugs, and as early as 2010, China overtook India as the world's largest diabetic disaster area," he said. According to a study published in the American Medical Journal in 2013, the number of adults with diabetes in China is estimated to be over 100 million and may have reached "alert level", Xinhua reported. The surge in diabetes has allowed pharmaceutical companies to sniff out business opportunities. From the previous public patent formula, the sugar-ning Tongluo capsule is composed of Chinese herbal medicines. In recent years, the state has been supporting the development of traditional Chinese medicine. October 16, 2013, the Ministry of Finance announced the allocation of 1.49 billion yuan to promote the cause of Chinese medicine. Slithen told our correspondent, domestic drug companies are willing to take this class downwind, because the development of proprietary Chinese medicine is not only supported by the state, but also short research and development cycle, low investment costs.