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]

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 ...

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].

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。 ...

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 ...

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。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is experiencing steady revenue growth in 2024, with a reported revenue of 419 million yuan, reflecting a year-on-year increase of 1.92%. However, the net profit attributable to the parent company is -129 million yuan, a significant decline of 70.79% year-on-year [4][7] - The company is focusing on the commercialization of its HIV drug, which is showing strong momentum, supported by clinical research evidence [5] - The acquisition of Nanda Pharmaceutical is part of the company's strategy to deepen its presence in the human protein business and create a second growth curve [6] Financial Summary - In 2024, the company's total assets increased by 9.35% to 1.91 billion yuan, while the equity attributable to the parent company decreased by 11.94% to 999 million yuan [4] - The company's revenue projections for 2024-2026 have been adjusted to -129 million yuan, -3 million yuan, and 21 million yuan respectively, with corresponding EPS of -0.31, -0.01, and 0.05 yuan per share [4] - The company's gross margin is expected to improve from 55.4% in 2024 to 70.2% in 2026, indicating a positive trend in profitability [7]

医药生物/生物制品 艾迪药业（688488.SH） 2024 年公司收入稳健增长，抗艾新药持续放量 2025 年 03 月 03 日 投资评级：买入（维持） | 日期 | 2025/3/3 | | --- | --- | | 当前股价(元) | 8.40 | | 一年最高最低(元) | 17.40/6.58 | | 总市值(亿元) | 35.35 | | 流通市值(亿元) | 35.35 | | 总股本(亿股) | 4.21 | | 流通股本(亿股) | 4.21 | | 近 3 个月换手率(%) | 62.87 | 股价走势图 数据来源：聚源 -60% -40% -20% 0% 20% 40% 2024-03 2024-07 2024-11 艾迪药业 沪深300 《新患数量稳健提升，抗艾新药持续 放量—公司信息更新报告》-2024.8.26 《HIV 药物市场持续扩容，创新药艾 诺米替有望进一步放量—公司首次覆 盖报告》-2024.5.27 余汝意（分析师） 刘艺（联系人） yuruyi@kysec.cn 证书编号：S0790523070002 liuyi1@kysec.cn 证书编号：S079012407 ...

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 [7][23]. Core Insights - The company reported total revenue of 419 million yuan for 2024, a year-on-year increase of 1.92%. However, the net profit attributable to shareholders was -130 million yuan, a decrease of 70.79% compared to the previous year, primarily due to increased sales and R&D expenses, as well as an increase in asset impairment provisions [1][3]. - The approval of the new indication for the HIV drug AINOMITE is expected to significantly enhance the company's market presence and sales in the HIV treatment sector [7]. - The company has successfully integrated its acquisition of Nanda Pharmaceutical, which will strengthen its position in the human protein market and enhance its competitive edge [7]. Financial Summary - Total revenue projections for 2024, 2025, and 2026 are 419 million yuan, 723 million yuan, and 1,009 million yuan, respectively, with growth rates of 1.9%, 72.4%, and 39.7% [3][8]. - The net profit forecast for the same years is -130 million yuan, -23 million yuan, and 47 million yuan, reflecting a significant turnaround expected by 2026 [3][8]. - The company's gross margin is projected to improve from 46.2% in 2024 to 63.9% by 2026, indicating better cost management and pricing strategies [8].

ॾ⌠㚄ਸ䇱ࡨᴹ䲀䍓ԫޜਨ ޣҾ⊏㣿㢮䘚㦟ъ㛑ԭᴹ䲀ޜਨ ֯⭘Ჲᰦ䰢㖞ए䳶䍴䠁䘋㹼⧠䠁㇑⨶ⲴṨḕ㿱 ߥᛵаǃए䳶䍴䠁สᵜ 㓿ѝഭ䇱ࡨⴁⶓ㇑⨶ငઈՊҾ 2020 ᒤ 6 ᴸ 18 ᰕࠪާⲴljޣҾ਼⊏㣿㢮䘚 㦟ъ㛑ԭᴹ䲀ޜਨ俆⅑ޜᔰਁ㹼㛑⾘⌘Ⲵᢩ༽NJ˄䇱ⴁ䇨ਟǒ2020Ǔ1185 ਧ˅ Ṩ߶਼ˈޜਨҾ 2020 ᒤ 7 ᴸੁ⽮ՊޜՇޜᔰਁ㹼Ӫ≁ᐱᲞ䙊㛑˄A 㛑˅㛑⾘ 6,000.00 з㛑ˈ⇿㛑䶒٬ѪӪ≁ᐱ 1 ݳˈਁ㹼ԧṬѪ⇿㛑Ӫ≁ᐱ 13.99 ݳˈए䳶 䍴䠁ᙫ仍ѪӪ≁ᐱ 83,940 зݳDŽᢓ䲔ਁ㹼䍩⭘Ӫ≁ᐱ 7,533 зݳਾˈए䳶䍴䠁߰ 仍ѪӪ≁ᐱ 76,407 зݳDŽ ᵜ⅑ए䳶䍴䠁ᐢҾ 2020 ᒤ 7 ᴸ 13 ᰕޘ䜘ࡠսˈᒦ⭡ᇩ䈊Պ䇑ᐸһ࣑ᡰ˄⢩ ↺Პ䙊ਸՉ˅傼䇱ᒦࠪާҶ"ᇩ䈊傼ᆇ[2020]210Z0012 ਧ"Ⲵlj傼䍴ᣕNJDŽޜਨ ➗㿴ᇊሩк䘠ए䳶䍴䠁䘋㹼уᡧᆈۘ㇑⨶ˈᒦо؍㦀ᵪᶴǃए䳶䍴䠁уᡧⴁ㇑ 䬦㹼ㆮ䇒Ҷए䳶䍴䠁уᡧᆈۘⴁ㇑ॿ䇞DŽ Ѫ䘋а↕㿴㤳ޜਨए䳶䍴䠁Ⲵ֯⭘о㇑⨶ˈ൘нᖡ૽ए䳶䍴䠁ᣅ䍴䇑ࡂ↓ᑨ 䘋㹼Ⲵࡽᨀлˈޜਨᤏਸ⨶࡙⭘䜘࠶Ჲᰦ䰢㖞ए䳶䍴䠁䘋㹼⧠䠁㇑⨶ˈ亴䇑㜭ཏ ᨀ儈ए ...