Core Insights - Shanghai Mengke Pharmaceutical Co., Ltd. reported significant operational improvements in its Q3 2025 report, with a notable reduction in losses and continuous revenue growth driven by its core product, Contizolam (brand name: Youxitai®) [1][2] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 104 million yuan, representing a year-on-year increase of 6.58% [1] - The net loss attributable to shareholders narrowed by 33.56% compared to the same period last year [1] - The gross margin for the first three quarters was 84.88%, an increase of 2.65 percentage points year-on-year [1] Product Development - Contizolam, as the first domestically produced oxazolidinone antibiotic, is gaining recognition among doctors and patients due to its effective performance in infection treatment [1] - The company is expanding its market coverage through increased hospital access and bulk procurement, which directly contributes to revenue growth [1] - Strategic optimization and adjustments in the sales model and team have been implemented to enhance sales efficiency and reduce management costs [1] Future Outlook - The company aims to continue its focus on product commercialization and market potential while advancing its research pipeline [2] - Mengke Pharmaceutical is strengthening its core advantages in the anti-infection field and gradually exploring new drug development in oncology and autoimmune diseases [2] - The company is steadily advancing clinical trials in China and globally to provide sustained momentum for long-term development [2]

证券代码：688373 证券简称：盟科药业 公告编号：2025-060 上海盟科药业股份有限公司 关于参加 2025 年上海辖区上市公司三季报集体业绩 说明会的公告 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、准确性和完整性承担法律责任。 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 1 会议召开时间：2025 年 11 月 13 日 （星期四） 15:00-16:30 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 06 日 （星期四） 至 11 月 12 日 （星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 688373@micurxchina.com 进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 范围内就投资者普遍关注 ...

Group 1 - The core point of the news is that Mengke Pharmaceutical's stock price dropped by 5.01% to 7.21 CNY per share, with a trading volume of 1.04 billion CNY and a turnover rate of 2.70%, resulting in a total market capitalization of 47.27 billion CNY [1] - Mengke Pharmaceutical, established on August 7, 2012, and listed on August 5, 2022, is located in the China (Shanghai) Free Trade Pilot Zone and focuses on innovative drugs for infectious diseases, holding global intellectual property rights and international competitiveness [1] - The company's main revenue source is from Kantizole tablets, which accounts for 100% of its business income [1] Group 2 - From the perspective of fund holdings, Minsheng Jianyin Fund has a significant position in Mengke Pharmaceutical, with the Minsheng Jianyin Pension Service Mixed Fund (002547) holding 22,600 shares, representing 1.05% of the fund's net value, making it the sixth-largest holding [2] - The Minsheng Jianyin Pension Service Mixed Fund has a total scale of 19.6553 million CNY and has experienced a loss of 3.7% this year, ranking 8099 out of 8150 in its category [2] - The fund has also incurred a loss of 2.3% over the past year, ranking 7930 out of 8043, while achieving a cumulative return of 55.24% since its inception [2]

Group 1: Company Changes and Developments - Wentech Technology appointed Shen Xinjia as the new president, who previously served as the Chief Affairs Officer at Anshi Semiconductor, amidst management turmoil following a global operational freeze by the Dutch government on Anshi Semiconductor [1] - Meituan announced a nationwide pension insurance subsidy for delivery riders, aiming to cover millions and enhance the welfare benefits for its workforce [7] - Xi'an Yiswei Materials Technology Co., Ltd. successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, with its stock price surging 198.72% on the first day, reflecting strong market interest in the semiconductor sector [8] Group 2: Financial Performance and Market Trends - Apple reported a record revenue of $102.466 billion for Q4 FY2025, with a net profit of $27.466 billion, although revenue from Greater China declined by 3.6% to $14.493 billion [2] - Samsung Electronics achieved a record high in memory sales for Q3 2025, with total revenue of 86.1 trillion KRW (approximately 428.778 billion RMB), driven by increased demand from data centers [3] - BOE and TCL Technology both reported revenue growth in their Q3 financial results, with BOE's revenue reaching 154.5 billion RMB (up 7.52%) and TCL's revenue at 135.9 billion RMB (up 10.49%) [9] Group 3: Industry Developments and Innovations - TikTok announced that its user base in Southeast Asia has surpassed 460 million, with significant engagement in e-commerce, as the platform's GMV reached $38.2 billion [4] - The International Olympic Committee terminated its collaboration with Saudi Arabia on the esports Olympics, indicating a shift in strategy for both parties [5][6] - Dassault Systèmes launched the first PLM lifecycle management software platform for the infrastructure industry in collaboration with the South China Architectural Research Institute, aiming to integrate advanced technologies into construction [15]

Core Viewpoint - Mengke Pharmaceutical is an innovative pharmaceutical company focused on the research and development of anti-infective drugs, with global independent intellectual property rights and international competitiveness [1] Financial Performance - For Q3 2025, Mengke Pharmaceutical reported revenue of 104 million, ranking 104th among 110 companies in the industry, significantly lower than the top company, East China Pharmaceutical, which had 32.664 billion [2] - The net profit for the same period was -194 million, also ranking 104th, with the industry leader, Heng Rui Pharmaceutical, achieving a net profit of 5.76 billion [2] Financial Ratios - As of Q3 2025, Mengke Pharmaceutical's debt-to-asset ratio was 64.57%, higher than the previous year's 41.52% and above the industry average of 35.26% [3] - The gross profit margin for Q3 2025 was 84.88%, an increase from 82.23% year-on-year, and higher than the industry average of 57.17% [3] Management Compensation - The chairman and general manager, Zhengyu Yuan, received a salary of 3.764 million in 2024, a decrease of 79,100 from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 14.18% to 16,500, with an average holding of 31,900 circulating A-shares, up 25.73% [5] - Mengke Pharmaceutical plans to raise no more than 1.033 billion through a private placement to Nanjing Haiqing Pharmaceutical, which will become the controlling shareholder, potentially enhancing the company's resource capabilities [5] - The funds raised will accelerate overseas clinical research for anti-infective drugs MRX-5 and MRX-8, and the core product, Contizole tablets, is now available in 580 hospitals nationwide [5]

上海盟科药业股份有限公司 2025 年第三次临时股东大会会议资料 证券代码：688373 证券简称：盟科药业 上海盟科药业股份有限公司 2025 年第三次临时股东大会 会议资料 二 O 二五年十一月 | 年第三次临时股东大会会议须知 2 2025 | | | --- | --- | | 2025 年第三次临时股东大会会议议程 4 | | | 议案一 | 6 | | 关于取消监事会并修订《公司章程》的议案 | 6 | | 议案二 | 7 | | 关于修订部分公司治理制度的议案 7 | | | 议案三 | 8 | | 关于聘请公司 年度审计机构的议案 8 2025 | | | 议案四 | 9 | | 关于部分募集资金投资项目变更的议案 9 | | | 议案五 | 15 | | 关于购买董事及高管责任险的议案 15 | | 上海盟科药业股份有限公司 2025 年第三次临时股东大会会议资料 上海盟科药业股份有限公司 2025 年第三次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证大会的 顺利进行，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共 和国证券法》 ...

Core Viewpoint - The company is experiencing a potential turnaround as it reports a slight revenue increase and a reduced net loss, while also pursuing strategic partnerships and funding to enhance its operational capabilities and product pipeline [1][2][3] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 104 million yuan, reflecting a year-on-year growth of 6.58% - The net loss attributable to shareholders was 194 million yuan, which represents a year-on-year reduction of 33.56% - As of the end of September, the company's cash and financial assets totaled 484 million yuan, showing a decline compared to the end of 2024 [1] Product Development - The primary revenue source is the commercialized product, Contizole Tablets, which is a new generation oxazolidinone antibiotic designed for treating complex skin and soft tissue infections - Clinical studies indicate that Contizole Tablets demonstrate superior safety and efficacy stability compared to the mainstream "super antibiotic" Linezolid, addressing the clinical application challenges of oxazolidinone drugs [1][2] Strategic Initiatives - The company has proposed a capital increase plan totaling 1.033 billion yuan to introduce Nanjing Haiqing Pharmaceutical Co., Ltd. as a controlling shareholder, which is expected to enhance corporate governance and increase cash reserves to 1.5 billion yuan - This strategic move aims to accelerate the development of multiple research pipelines and improve the market penetration of Contizole Tablets [2] Future Outlook - The company has set ambitious sales revenue targets for its products, aiming for 260 million yuan in 2026, 388 million yuan in 2027, and 600 million yuan in 2028 - Recent advancements in the research pipeline include the NDA acceptance for injectable MRX-4 and successful completion of Phase I clinical trials for MRX-8 and MRX-5, indicating a robust development trajectory [2][3] Collaborative Efforts - The company has established strategic partnerships to leverage expertise in drug development, particularly in the ADC field, aiming to address toxicity issues in next-generation ADCs - Collaborations with Nanjing Pengbo Biotechnology Co., Ltd. focus on developing innovative ADC drugs, enhancing the company's research capabilities [3]

Core Insights - Amgen Pharmaceuticals (688373.SH) reported a total operating revenue of 104 million yuan for the first three quarters of 2025, representing a year-on-year increase of 6.58% [1] - The net profit attributable to shareholders of the parent company was -194 million yuan, which is a reduction in losses by 97.76 million yuan compared to the same period last year [1] - The basic earnings per share stood at -0.3 yuan [1]

Core Viewpoint - Mengke Pharmaceutical (SH 688373) reported a revenue of approximately 104 million yuan for the first three quarters of 2025, reflecting a year-on-year increase of 6.58%. However, the company recorded a net loss attributable to shareholders of approximately 194 million yuan [1][1][1]. Company Summary - Mengke Pharmaceutical's revenue for the first three quarters of 2025 is about 104 million yuan, which is a 6.58% increase compared to the same period last year [1][1][1]. - The net profit attributable to shareholders for the same period is a loss of approximately 194 million yuan [1][1][1]. - As of the report date, Mengke Pharmaceutical has a market capitalization of 5 billion yuan [1][1][1].

Financial Performance - The company's operating revenue for the third quarter was ¥37,015,530.15, representing a year-on-year increase of 0.52%[4] - The total profit for the quarter was a loss of ¥54,848,430.68, with a cumulative loss of ¥193,407,150.71 for the year-to-date[4] - The net profit attributable to shareholders for the quarter was a loss of ¥54,861,654.71, with a year-to-date loss of ¥193,536,147.26[4] - Total operating revenue for the first three quarters of 2025 reached ¥103,985,283.24, an increase of 6.9% compared to ¥97,562,309.83 in the same period of 2024[20] - Net loss for the first three quarters of 2025 was ¥193,536,147.26, compared to a net loss of ¥291,296,145.99 in the same period of 2024, indicating an improvement of 33.6%[21] - The basic and diluted earnings per share for the quarter were both -¥0.08[5] - The basic and diluted earnings per share for the first three quarters of 2025 were both -¥0.30, an improvement from -¥0.44 in the same period of 2024[21] Research and Development - Research and development expenses totaled ¥56,333,880.25 for the quarter, a decrease of 27.85% compared to the previous year[5] - The ratio of R&D expenses to operating revenue was 152.19%, down 59.84 percentage points from the previous year[5] - Research and development expenses for the first three quarters of 2025 were ¥172,747,166.04, down from ¥244,246,074.92 in 2024, a decrease of 29.3%[20] Assets and Liabilities - Total assets at the end of the quarter were ¥726,934,188.94, a decrease of 14.39% from the end of the previous year[5] - Total current assets decreased from 748,661,957.20 RMB to 640,046,361.72 RMB, a decline of approximately 14.5%[15] - Total liabilities increased from 335,037,523.23 RMB to 400,211,748.73 RMB, an increase of approximately 19.5%[16] - The company reported a total of ¥2,366,460.10 in non-recurring gains and losses for the quarter[8] - The company's total liabilities increased to ¥469,380,110.62 from ¥410,164,907.91, an increase of 14.4%[20] - Total assets decreased from 849,128,659.62 RMB to 726,934,188.94 RMB, a decrease of about 14.4%[16] Cash Flow - Cash flow from operating activities showed a net outflow of ¥165,628,026.86, an improvement from a net outflow of ¥293,485,930.62 in the previous year[24] - Cash inflow from investment activities totaled ¥1,930,610,524.90, compared to ¥1,904,622,936.40 in the same period of 2024, reflecting a slight increase[24] - Cash inflow from financing activities was $91,702,238.69, down from $100,000,000.00, while cash outflow for financing activities increased to $37,650,658.55 from $26,070,254.51, resulting in a net cash flow from financing activities of $54,051,580.14, down from $73,929,745.49[25] - The net increase in cash and cash equivalents was $63,700,257.64, compared to $116,538,132.46 in the previous period, with an ending cash balance of $337,032,548.26, up from $254,014,785.61[25] - The impact of exchange rate changes on cash and cash equivalents was a decrease of $1,608,325.68, an improvement from a decrease of $3,394,068.68 in the prior period[25] Shareholder Information - Total number of common shareholders at the end of the reporting period is 16,492[12] - Genie Pharma holds 10.92% of shares, totaling 71,572,817 shares[12] - The company has no significant changes in the top ten shareholders or their shareholding status[13]