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艾迪药业(688488) - 华泰联合证券有限责任公司关于江苏艾迪药业股份有限公司2024年度募集资金存放与实际使用情况的核查意见
2025-04-29 15:51
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开局即决战丨艾迪药业公布2025年一季报及2024年年报 实现2025年开门红
Core Insights - In 2024, domestic innovative drugs, particularly in the HIV sector, are experiencing new growth opportunities driven by national policy support and market demand recovery [2][3] - The company, Aidi Pharmaceutical, is focused on overcoming key technical barriers in the HIV field and aims to provide safe and effective medication options for domestic patients [2][3] Sales Performance - In 2024, the total sales revenue from HIV new drugs reached approximately 149.9 million yuan, representing a year-on-year growth of 103.73% [3][8] - In the first quarter of 2025, the revenue from HIV new drugs was 62.7 million yuan, showing a year-on-year increase of 75.64%, marking a historical high for a single quarter [2][3] Academic Contributions - The company presented the results of the SPRINT study at the 10th National AIDS Academic Conference, demonstrating the long-term value of its drug, Ainomi [4] - The treatment adherence and viral suppression rates for Ainomi in the continuous treatment group were above 95% over 144 weeks, indicating its safety and effectiveness [4] Research and Development - In 2024, the company invested 107.5 million yuan in R&D, a 27.71% increase year-on-year, accounting for 25.73% of its revenue [5] - The company is advancing its pipeline with various projects, including the ACC017 tablet in Phase II clinical trials and long-acting innovative HIV drugs [5] Strategic Partnerships - The company acquired control of Nanda Pharmaceutical to integrate upstream and downstream resources, enhancing its "HIV new drug + human protein" dual strategy [6] - In 2024, Nanda Pharmaceutical achieved a revenue of 298.6 million yuan and a net profit of 51.5 million yuan, with continued collaboration expected to accelerate clinical trials for new drugs [6] Financial Performance - In 2024, the company reported total revenue of 417.8 million yuan, with a net loss of 141.2 million yuan [8] - In the first quarter of 2025, the company achieved revenue of 197.9 million yuan and a net profit of 1.6 million yuan, indicating a positive start to the year [8]
艾迪药业(688488) - 艾迪药业关于参加2024年度科创板创新药行业集体业绩说明会的公告
2025-04-27 08:31
证券代码:688488 证券简称:艾迪药业 公告编号:2025-013 江苏艾迪药业股份有限公司 关于参加 2024 年度科创板创新药行业 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、准确性和完整性依法承担法律责任。 重要内容提示: 投资者可于 2025 年 04 月 28 日 (星期一) 至 05 月 07 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 (ad@aidea.com.cn)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。 江苏艾迪药业股份有限公司(以下简称"公司")将于 2025 年 4 月 30 日发布 公司 2024 年年度报告,为便于广大投资者更全面深入地了解公司 2024 年年度经营 成果、财务状况、发展理念,公司参与了由上交所主办的 2024 年度科创板创新药 行业集体业绩说明会,此次活动将采用网络文字互动的方式举行,投资者可登录上 海证券交易所上证路演中心(https://roadshow.sseinfo.com)参与线上互动交流。 一、 说明会类 ...
艾迪药业(688488)每日收评(04-14)
He Xun Cai Jing· 2025-04-14 08:57
艾迪药业688488 时间: 2025年4月14日星期一 元 64.87分综合得分 较强 趋势方向 主力成本分析 11.70 元 当日主力成本 11.37 过去一年内该股 涨停 5日主力成本 10.37 元 20日主力成本 8.87 元 60日主力成本 周期内涨跌停 0次 次 北向资金数据 持股量203.74万股 占流通比0.48% 昨日净买入6.43万股 昨日增仓比0.015% 5日增仓比0.217% 20日增仓比0.28% 跌停 0 技术面分析 12.14 短期压力位 9.51 短期支撑位 表明行情上档压力沉重,升势受阻 资金流数据 2025年04月14日的资金流向数据方面 主力资金净流出256.01万元 占总成交额-2% 超大单净流出330.24万元 大单净流入74.23万元 散户资金净流出381.30万 关联行业/概念板块 12.14 中期压力位 9.18 中期支撑位 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 ★长上影★ 生物制品 2.10%、病毒防治 1.76%、独家药品 1.50%、创新药 2.08%等 (以上内容为自选股写手差分机完成,仅 ...
艾迪药业2024亏损连亏4年 2020年上市募资8.4亿元
Zhong Guo Jing Ji Wang· 2025-04-11 03:14
Core Points - The company reported a revenue of 419.265 million yuan for the 2024 fiscal year, representing a year-on-year increase of 1.92% [1] - The net profit attributable to the parent company was -129.9185 million yuan, a decrease of 70.79% compared to the previous year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was -147.8274 million yuan, down 67.87% year-on-year [1] Financial Performance - The company's net profits for the years 2021, 2022, and 2023 were -29.9856 million yuan, -124 million yuan, and -76.0695 million yuan respectively [2] - The company plans to raise up to 100 million yuan through a private placement of A-shares, with the net proceeds intended for working capital [2] Stock Information - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 20, 2020, with an initial offering of 60 million shares at a price of 13.99 yuan per share [1] - The stock is currently in a state of decline, having fallen below its initial offering price [1] Fundraising and Use of Proceeds - The total amount raised during the initial public offering was 839.4 million yuan, with a net amount of 764.07 million yuan after expenses [1] - The company intends to use the funds raised for innovative drug research and development, purchasing a research and development center building, and repaying bank loans [1]
艾迪药业(688488) - 艾迪药业关于与南京药石科技股份有限公司终止项目合作开发框架合同的自愿性披露公告
2025-04-08 09:30
证券代码:688488 证券简称:艾迪药业 公告编号:2025-012 江苏艾迪药业股份有限公司 关于与南京药石科技股份有限公司 终止项目合作开发框架合同的自愿性披露公告 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。 一、前期签署协议的情况 江苏艾迪药业股份有限公司(以下简称"公司"或"艾迪药业")及其全资 子公司南京艾迪医药科技有限公司(以下简称"南京艾迪")(以上统称"甲方") 与南京药石科技股份有限公司(以下简称"药石科技"或"乙方")经友好协商, 于 2022 年 8 月签订了《项目合作开发框架合同》(以下简称"原框架合同"),双 方拟在抗新冠肺炎病毒 3CL 蛋白酶抑制剂创新靶点和创新化合物领域共同开发 新药(以下简称"项目"或"本项目"),详见公司于 2022 年 8 月 23 日披露于上 海证券交易所网站(www.sse.com.cn)的《江苏艾迪药业股份有限公司关于与南 京药石科技股份有限公司签订项目合作开发框架合同的自愿性披露公告》(公告 编号:2022-056)。 二、本次终止协议的情况 (一)终止协 ...
艾迪药业(688488):重大事项点评:急性缺血性脑卒中新药AD108获批临床
Huachuang Securities· 2025-03-17 01:20
Investment Rating - The report maintains a "Strong Buy" rating for the company, indicating an expectation to outperform the benchmark index by over 20% in the next six months [3][25]. Core Insights - The company has received approval for its new drug AD108 for clinical trials aimed at treating acute ischemic stroke (AIS), which is expected to significantly enhance its market position [3]. - The annual new AIS patient count is approximately 1.4 million, with the domestic drug market for AIS exceeding 12.9 billion yuan in 2023, indicating substantial growth potential [3]. - The integration of Nanjing Nanda Pharmaceutical, which has a leading market share in urokinase preparations, is expected to enhance the company's competitive edge in the human protein industry [3]. Financial Summary - Total revenue projections for 2024, 2025, and 2026 are 419 million, 723 million, and 1,009 million yuan respectively, with year-on-year growth rates of 1.9%, 72.4%, and 39.7% [5][10]. - The net profit attributable to the parent company is forecasted to be -130 million, -23 million, and 47 million yuan for the years 2024, 2025, and 2026, reflecting a significant turnaround with a growth rate of 306.2% in 2026 [5][10]. - The earnings per share (EPS) are projected to improve from -0.31 yuan in 2024 to 0.11 yuan in 2026 [5][10]. Market Position - The company’s total market capitalization is approximately 4.048 billion yuan, with a circulating market value of the same amount [6]. - The company has a debt-to-asset ratio of 40.23%, indicating a moderate level of financial leverage [6]. Drug Development Insights - AD108's active ingredient, KLK-1, is linked to significant improvements in neurological function for AIS patients, supported by existing clinical evidence [3]. - The drug's subcutaneous administration method allows for continuous drug release, enhancing patient safety and treatment efficacy [3]. Strategic Moves - The acquisition of Nanjing Nanda Pharmaceutical is highlighted as a strategic move to create a closed-loop business model from raw material supply to formulation production, enhancing operational efficiency [3].
首个海外GMP证书 艾迪药业取得桑给巴尔GMP证书
人民财讯3月15日电,3月13日,艾迪药业收到桑给巴尔食品和药品管理局(ZANZIBAR FOOD AND DRUG AGENCY)(简称"ZFDA")签发的《GMP证书》。 此次是公司获得的首个海外GMP证书,意义非凡,标志着公司的相关生产场所完全满足桑给巴尔食品 和药品管理局对口服固体制剂产品的生产要求,为公司抗HIV创新药艾诺米替片等产品进入桑给巴尔市 场创造了有利条件。 ...
艾迪药业(688488) - 艾迪药业关于AD108注射液获得药物临床试验批准通知书的自愿性披露公告
2025-03-13 10:15
证券代码:688488 证券简称:艾迪药业 公告编号:2025-011 江苏艾迪药业股份有限公司 申请人:江苏艾迪药业股份有限公司、南京南大药业有限责任公司 适应症:拟用于改善急性缺血性脑卒中所致的神经功能缺损 通知书编号:2025LP00719 江苏艾迪药业股份有限公司(以下简称"公司")及控股子公司南京南大药 业有限责任公司收到国家药品监督管理局(以下简称"国家药监局")于 2025 年 3 月 12 日核准签发的《药物临床试验批准通知书》(以下简称"通知书"), 同意公司在研 2.2 类改良型新药 AD108 注射液开展 I 期临床试验。现将相关情况 公告如下: 一、通知书基本情况 药品名称:AD108 注射液 受理号:CXHL2401360 申请事项:境内生产药品注册临床试验 关于 AD108 注射液获得药物临床试验批准通知书的 自愿性披露公告 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。 审批结论:根据《中华人民共和国药品管理法》及有关规定,经审查,2024 年 12 月 11 日受理的 AD108 注射液临床 ...
艾迪药业:改良型新药AD108注射液获药物临床试验批准通知书
人民财讯3月13日电,艾迪药业(688488)3月13日晚间公告,公司及控股子公司南京南大药业有限责任公 司收到国家药品监督管理局于2025年3月12日核准签发的药物临床试验批准通知书,同意公司在研2.2类 改良型新药AD108注射液开展I期临床试验。 ...