Financial Performance - Total revenue for 2024 reached CNY 281,715.82 million, a year-on-year increase of 34.13%[4] - Net profit attributable to shareholders was CNY 82,760.22 million, reflecting a growth of 49.00% compared to the previous year[6] - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 82,696.48 million, up 42.73% year-on-year[6] - Basic earnings per share increased to CNY 2.03, representing a growth of 48.18%[4] Assets and Equity - Total assets at the end of the reporting period were CNY 305,041.48 million, a 29.47% increase from the beginning of the period[6] - Shareholders' equity attributable to the parent company rose to CNY 255,331.63 million, marking a 36.08% increase[6] - The company's net asset per share attributable to shareholders increased to CNY 6.28, a rise of 36.23%[5] Growth Drivers - The significant growth in revenue and profit was primarily driven by stable sales of the key product, Pegbivac, and ongoing management reforms[7] - The company emphasizes the importance of ongoing clinical research for hepatitis B treatment in driving product recognition and sales growth[6] Financial Data Disclaimer - Investors are advised to note that the financial data presented is preliminary and subject to audit, with final figures to be disclosed in the annual report[9]

事件简评 2025 年 2 月 21 日，特宝生物发布公告，公司全资子公司厦门伯赛 基因转录技术有限公司拟以自有资金收购 Skyline Therapeutics Limited 部分资产，本次收购范围包括九天开曼及其下属公司的资 产（不包含其下属公司 Skyline Therapeutics (US) Inc.及其已 取得的资产或权利）。本次交易完成后，标的公司将成为伯赛基因 的全资子公司，纳入公司合并报表范围。 经营分析 标的公司深耕基因治疗，在研管线覆盖多个疾病领域。标的公司 拥有开发创新基因治疗的尖端核心技术和深厚的研发经验，自主 建立了尖端 AAV 基因治疗平台，涵盖 AAV 衣壳发现、载体设计和 构建等核心技术，依托该平台目前已有多个项目处于研发阶段，包 括新一代 SMN 基因替代疗法治疗脊髓性肌肉萎缩症（SMA）基因治 疗项目（处于临床研究阶段，临床批件号 2023LP02471），具有优 越肝脏靶向性治疗肝豆状核变性的基因疗法、治疗遗传性视网膜 病变的突破性眼科基因疗法、以及领先的遗传性心肌病基因疗法 等覆盖神经、代谢、眼科、心血管等疾病领域的管线产品。 收购基于整体业务布局，有望提升持续发展 ...

证券代码：688278 证券简称：特宝生物 公告编号：2025-004 厦门特宝生物工程股份有限公司 关于全资子公司收购 Skyline Therapeutics Limited 部分资产的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 厦门特宝生物工程股份有限公司（以下简称"公司"）的全资子公司厦门 伯赛基因转录技术有限公司（以下简称"伯赛基因"或"买方"）拟以自有资金 收购 Skyline Therapeutics Limited（以下简称"九天开曼"或"标的公司"）部分 资产，本次收购范围包括九天开曼及其下属公司的资产（不包含其下属公司 Skyline Therapeutics (US) Inc.及其已取得的资产或权利）。本次交易完成后，标的公司将 成为伯赛基因的全资子公司，纳入公司合并报表范围。 本次交易对价包含合并对价和附加合并对价，其中合并对价为 1500 万美 元；附加合并对价为在协议约定条件满足时，由最高不超过 4300 万美元的开发和 销售里程碑款，再许可提成和按年净销售额个位数百分 ...

Investment Rating - The report maintains a "Buy" rating for the company [4] Core Views - The company is expected to achieve a net profit attributable to shareholders of 8.10 to 8.40 billion RMB in 2024, representing a year-on-year growth of 46% to 51% [1] - The company's main product, Paigebin, is driving rapid growth in performance, supported by ongoing clinical research in hepatitis B treatment [2] - The company has expanded its clinical cure outpatient services for chronic hepatitis B, with 566 outpatient clinics established across 28 provincial regions in China [2] - Key projects in the liver disease field are progressing, with new indications for existing products receiving approval [3] Summary by Sections Performance Review - The company forecasts a net profit of 8.10 to 8.40 billion RMB for 2024, with a growth rate of 46% to 51% year-on-year [1] - For the first quarter of 2024, the expected net profit is between 2.55 to 2.85 billion RMB, reflecting a growth of 36% to 52% [1] Business Analysis - The main business is performing steadily, with Paigebin's volume driving significant growth [2] - The company is actively involved in various hepatitis B clinical cure and liver cancer prevention projects, with results being presented at major conferences [2] - The outpatient service for chronic hepatitis B is expanding, enhancing market education and management for patients [2] Key Projects and Pipeline - The company is advancing key projects in the liver disease sector, with new indications for existing products receiving IND approval [3] - Collaborations with other companies are enhancing the pipeline in the non-alcoholic fatty liver disease (NASH) area [3] Profit Forecast and Valuation - The company is projected to achieve net profits of 8.20 billion RMB (+48%), 11.08 billion RMB (+35%), and 14.18 billion RMB (+28%) for the years 2024 to 2026, respectively [4] - Corresponding EPS for these years are expected to be 2.02 RMB, 2.72 RMB, and 3.49 RMB, with P/E ratios of 36, 27, and 21 [4]

《科创板日报》1月15日讯（记者 邱思雨） 特宝生物主要从事重组蛋白质及其长效修饰药物研发、生产及销售。该公司核心产品派格宾（通用名： 聚乙二醇干扰素α-2b注射液）是由其自主研发的治疗病毒性肝炎的国家1类新药。派格宾于2016年10月 获批上市，获批适应症为"用于治疗慢性丙型肝炎成年患者"，2017年9月获得增加适应症"适用于治疗成 人慢性乙型肝炎"的补充申请注册批件。 就慢性乙肝门诊趋势方面，自早期科学数据积累，到2018年形成行业专家共识，直至2023年国家卫健委 医院管理研究所等单位在全国启动"乙肝临床治愈门诊规范化建设与能力提升项目"，越来越多医院设立 慢乙肝临床治愈门诊。 特宝生物表示，随着慢乙肝防治指南的不断升级和临床治愈科学证据的不断积累，将推动认知不断提 升，接受治疗的患者数量将呈上升趋势。 不过，特宝生物也表明，干扰素是通过调动人体的免疫功能和抗病毒作用来治疗改善疾病，由于其生理 学特性，干扰素存在流感样症状等常见不良反应，相比核苷（酸）类似物，患者治疗和管理有更大的工 作量，药物的优化使用需要更多的临床使用经验，这些因素可能对医患的治疗选择造成影响。 今日（1月15日）晚间，特宝生物发布 ...

Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2024 to be between 810 million and 840 million CNY, representing a year-on-year increase of 25.46 million to 28.46 million CNY, or a growth of 45.83% to 51.23%[4] - The projected net profit attributable to shareholders after deducting non-recurring gains and losses is estimated to be between 805 million and 835 million CNY, reflecting an increase of 22.56 million to 25.56 million CNY, or a growth of 38.94% to 44.12% compared to the previous year[4] - In 2023, the company achieved a total profit of 640.65 million CNY and a net profit attributable to shareholders of 555.45 million CNY, with a basic earnings per share of 1.37 CNY[5] Business Stability and Growth - The company's main business remains stable and is expected to grow significantly due to the increasing recognition of its product, Pegbivac, as a first-line antiviral treatment for chronic hepatitis B[6] Performance Forecast Validity - The performance forecast is based on preliminary calculations by the company's finance department and has not yet been audited by a registered accountant[7] - The company has not identified any significant uncertainties that could affect the accuracy of the performance forecast[7] - Investors are advised that the forecast data is preliminary and the final audited financial data will be disclosed in the official annual report for 2024[8]

珮金是公司自主研发的长效人粒细胞刺激因子，于2023年6月30日获批上市，适用于非髓性恶性肿瘤患 者在接受容易引起发热性中性粒细胞减少症的骨髓抑制性抗癌药物治疗时，降低以发热性中性粒细胞减 少症为表现的感染发生率。 财联社1月6日电，特宝生物公告，公司于近日收到国家药监局核准签发的关于公司产品珮金（通用名 称：拓培非格司亭注射液）新增适应症"适用于降低子痫前期发生率"的《药物临床试验批准通知书》。 ...

这几年的话仍然可以保持一个快速的一个放量公司的话重视一个一直以来也很重视的一个研发投入然后不管是通过自研还是一个与外部对外合作然后的话不断的丰富公司的一个产品管辖预计未来几年的话也陆陆续续会有别的新的一些产品陆续上市销售从长期成立来讲公司的话也是那个很长期成长前景也是 潜力也是非常充足的啊我们的话维持对公司的一个持续看我公司的一个发展前景也维持公司的一个美如瓶颈啊接下来的话请我们团队成员给大家就这篇啊我们深度报告给大家做一个具体的一个汇报交流 好 那我们首先来具体看一下第一部分公司的一个情况公司特保生公司成立于1996年主要是以免疫相关细胞因子业务为主要研发方向专注于重组蛋白制的及其长效修饰营业已二十多年了公司的创始人之一辛尼先生他早年带领团队研发出特尔利特尔基因和特尔康三款短效改良型的重组蛋白业务打破了国内外 打破了国外同类产品在国内市场的垄断敌人为公司的蛋白质药物研发市场领域建立了坚实的基础2015年公司从北京剑凯科技引入了外形聚于二全的活性修饰剂全球独家许可形成了一系列的强效聚于二全修饰核心技术从此公司就奠定了强效蛋白质剂的一个 基础然后第六年公司的首款长效虫脂蛋白一类新药长效甘药素R甲酮币也就是泰格币 ...

公司代码：688278 公司简称：特宝生物 厦门特宝生物工程股份有限公司 投资者关系活动记录表 （2024 年第三季度业绩说明会） 厦门特宝生物工程股份有限公司 投资者关系活动记录表 PAGE \* MERGEFORMAT6 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------| | | □ | 公司现场接待 □电话接待 | | 投资者关系活动 | □ | 其它场所接待 □公开说明会 | | 类别 | | 定期报告说明会 □重要公告说明会 | | 参与单位名称 | | 全体投资者均可通过网络互动的方式参与本次说明会 | | 时间 | 2024 年 11 月 7 日 | 13:00-14:00 | | 地点 | 上证路演中心（ | http://roadshow.sseinfo.com ）网络互动 | | 公司接待人员姓 | | 董事长、总经理 孙黎先生 | | 名 | 独立董事 刘圻先生 | 副总经理、董事会秘书、财务总监 杨 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [4][10] Core Views - The company has achieved rapid revenue and net profit growth, with a 33.9% increase in revenue to 1.955 billion and a 50.2% increase in net profit to 554 million in the first three quarters of 2024. The core product, Pegasys, continues to gain recognition for its effectiveness in improving clinical cure rates for hepatitis B and significantly reducing the risk of liver cancer [1][5] - The company has announced a stock incentive plan for 2024, reflecting confidence in long-term development, with profit growth targets set at no less than 30%/70%/120% for the years 2024-2026 [2][10] - The company has established multiple external collaborations to enhance its pipeline in the field of liver disease prevention and treatment [2] Financial Performance and Forecast - For the first three quarters of 2024, the company reported a gross margin of 93.4% and a net margin of 28.3%, with a decrease in sales expense ratio to 39.8% [1][8] - The company’s revenue and net profit forecasts for 2024-2026 have been adjusted to 795 million, 1.125 billion, and 1.514 billion respectively, with corresponding P/E ratios of 40, 29, and 21 [2][10] - The company’s revenue is projected to grow from 2.809 billion in 2024 to 4.699 billion in 2026, with a compound annual growth rate of 30% [3][12]