海思科：获得创新药HSK44459片IND申请《受理通知书》 财联社11月18日电，海思科公告，公司近日 收到国家药品监督管理局下发的《受理通知书》，HSK44459片剂型药物拟用于白塞病治疗的境内生产 药品注册临床试验申请获得受理。 HSK44459片是公司自主研发的全新药物，属于化学药品1类。 临床前研究显示，该药物靶点明确、疗效确切、安全性好，有望成为白塞病的有效治疗药物并解决目前 临床用药匮乏的难题。 公司此前已获得该药物"间质性肺疾病"适应症的《临床试验通知书》，目前正在进行Ⅰ期临床研究。 本次为白塞病适应症的临床试验申请。 查看公告原文 ...

证券代码：002653 证券简称：海思科 公告编号：2024-107 二、股东股份解除质押的基本情况 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除 质押数量 (万股) 占其所 持股份 比例 占公司总 股本比例 起始日 解除日期 解除原因 质权人 海思科医药集团股份有限公司 关于控股股东部分股份质押展期及解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）于近日接到 公司控股股东及实际控制人之一王俊民先生的通知，获悉王俊民先生 所持有本公司的部分股份质押展期及解除质押，具体事项如下： 本次质押股份未负担重大资产重组等业绩补偿义务。 1 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押 数量 (万股) 占其 所持 股份 比例 占公 司总 股本 比例 是否 为限 售股 是否 为补 充质 押 原质 押起 始日 原质 押到 期日 展期后 到期日 质权 人 质押 用途 王俊民 是 480 1.20% 0.43% 否 否 2022 年 11 月 29 日 2024 年 1 ...

证券代码：002653 证券简称：海思科 公告编号：2024-106 海思科医药集团股份有限公司 关于控股股东部分股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）于近日接到 公司控股股东及实际控制人之一王俊民先生的通知，获悉王俊民先生 所持有本公司的部分股份被质押，具体事项如下： 本次质押股份未负担重大资产重组等业绩补偿义务。 二、股东股份累计质押的情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如 下： 海思科医药集团股份有限公司董事会 2024 年 11 月 13 日 2 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押 数量 (万股) 占其 所持 股份 比例 占公 司总 股本 比例 是否 为限 售股 是否 为补 充质 押 质押 起始日 质押 到期日 质权人 质押 用途 王俊民 是 898 2.25% 0.80% 否 否 2024 年 11 月 11 日 2025 年 11 月 11 日或质权 人办理完毕 解除质押登 记手续之日 中信证券 股份有限 公司 自身 ...

证券时报e公司讯，海思科(002653)11月7日晚间公告，公司控股股东一致行动人申萍、郝聪梅计划通过 大宗交易或集中竞价方式，合计减持公司股份不超过760万股，减持比例合计不超过公司总股本的 0.679%。 ...

证券代码：002653 证券简称：海思科 公告编号：2024-105 海思科医药集团股份有限公司 关于控股股东一致行动人股份减持计划 的预披露公告 二、本次减持主体的持股情况 股东申萍、郝聪梅保证向公司提供的信息披露内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信 息一致。 特别提示： 截止本公告披露日，海思科医药集团股份有限公司（以下简称"公司"）控 股股东一致行动人申萍女士（控股股东之一王俊民之配偶）持有公司股份 55,705,894 股，占公司总股本的 4.97%；郝聪梅女士（控股股东之一郑伟之配偶） 持有公司股份 5,038,000 股，占公司总股本的 0.45%。 申萍、郝聪梅计划自本公告披露之日起十五个交易日后的三个月内，通过大 宗交易或集中竞价方式减持公司股份合计不超过 7,600,000 股，减持比例合计不 超过公司总股本的 0.679%。 近日，公司收到控股股东一致行动人申萍女士、郝聪梅女士《关 于减持公司股份计划的告知函》，具体情况如下： 1 股东名称 持有股份数量（股） 占公司总股本 王俊民 399,550,400 ...

证券代码：002653 证券简称：海思科 公告编号：2024-104 海思科医药集团股份有限公司 关于获得创新药 HSK39004 吸入粉雾剂 IND 申请 《受理通知书》的公告 | 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， | | --- | | 没有虚假记载、误导性陈述或重大遗漏。 | 海思科医药集团股份有限公司（以下简称"公司"）子公司西藏 海思科制药有限公司和四川海思科制药有限公司于近日收到国家药 品监督管理局下发的《受理通知书》，现将相关情况公告如下： | 药品名称 | 剂型 | 适应症 | 申请事项 | 受理号 | | --- | --- | --- | --- | --- | | HSK39004 | | 拟用于慢性 | 境内生产药品 | CXHL2401181 CXHL2401182 | | 吸入粉雾剂 | 吸入粉雾剂 | 阻塞性肺疾 | 注册临床试验 | | | | | 病的治疗 | | CXHL2401183 | 根据《中华人民共和国行政许可法》第三十二条的规定，经审查， 决定予以受理。 1 表现出显著的气道舒张和抗炎作用，且安全性良好，是一款极具开发 潜力的小分子阻塞性 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking the first coverage [4]. Core Insights - The company reported a significant increase in profits for Q3 2024, with a total revenue of 2.765 billion yuan, representing a 15.41% year-on-year growth, and a net profit attributable to shareholders of 382 million yuan, which is a 90.20% increase [1][3]. - The company’s innovative product pipeline is gradually materializing, with recent approvals for new indications and applications for its drugs, indicating potential for future revenue growth [3]. Financial Performance Summary - For the first three quarters of 2024, the company achieved a revenue of 2.751 billion yuan, with a net profit of 382 million yuan and a non-recurring net profit of 215 million yuan, reflecting growth rates of 15.41%, 90.20%, and 44.55% respectively [1]. - In Q3 2024 alone, the company reported a revenue of 1.065 billion yuan, a 4.96% increase, and a net profit of 217 million yuan, which is a 72.76% increase, with a non-recurring net profit of 140 million yuan, up by 85.94% [1]. - The gross profit margin for Q3 2024 was 73.51%, an increase of 2.81 percentage points year-on-year, while the net profit margin improved to 27.15%, up by 14.38 percentage points [2][3]. Earnings Forecast - The company is projected to achieve revenues of 4.011 billion yuan, 4.779 billion yuan, and 5.783 billion yuan for the years 2024, 2025, and 2026 respectively, with corresponding net profits of 489 million yuan, 618 million yuan, and 830 million yuan [3][7]. - The expected price-to-earnings (P/E) ratios for the years 2024, 2025, and 2026 are 79.96X, 63.33X, and 47.15X respectively, indicating a potential for growth in earnings [3][7].

Investment Rating - The investment rating for the company is "Outperform the Market" [5][8][12] Core Views - The company achieved a 90% year-on-year growth in net profit attributable to shareholders in the first three quarters of 2024, with revenue reaching 2.751 billion yuan, a 15.4% increase year-on-year [1][6] - The company has successfully launched two innovative drug products, which are expected to contribute significantly to future revenue [3][8] - The company maintains a strong pipeline with several products in various stages of clinical trials, indicating a robust growth potential [3][8] Financial Performance - In Q1-Q3 2024, the company reported revenue of 2.751 billion yuan, with quarterly revenues of 752 million yuan, 935 million yuan, and 1.065 billion yuan, reflecting year-on-year growth rates of 20.6%, 25.3%, and 5.0% respectively [1][6] - The net profit attributable to shareholders for the same period was 382 million yuan, with quarterly profits of 92 million yuan, 73 million yuan, and 217 million yuan, showing year-on-year growth rates of 219.9%, 57.1%, and 72.8% respectively [1][6] - The gross margin for the first three quarters of 2024 was 72.6%, an increase of 1.5 percentage points year-on-year, attributed to a higher revenue share from innovative drug products [2][8] Future Projections - The company is projected to achieve net profits of 451 million yuan, 659 million yuan, and 916 million yuan for the years 2024, 2025, and 2026 respectively, with corresponding P/E ratios of 87, 60, and 43 [3][4][8] - The company is expected to participate in the end-of-year medical insurance negotiations for its newly approved products, which could further enhance revenue [3][8]

Revenue and Profit - Revenue for Q3 2024 reached ¥1,064,595,937.30, a 4.96% increase compared to ¥1,014,240,268.51 in the same period last year[2] - Net profit attributable to shareholders was ¥217,102,382.00, representing a 72.76% increase from ¥125,666,997.09 year-on-year[2] - The net profit excluding non-recurring gains and losses was ¥139,546,817.21, up 85.94% from ¥72,093,265.74 in the previous year[2] - Basic earnings per share increased by 70.99% to ¥0.1939 from ¥0.1134 in the same quarter last year[2] - The net profit for Q3 2024 was CNY 452,013,169.17, a significant increase from CNY 201,189,515.80 in Q3 2023, representing a growth of approximately 124.5%[13] - The operating profit for the period reached CNY 503,098,031.33, compared to CNY 200,102,914.65 in the same quarter last year, indicating an increase of about 151.1%[13] - The total profit of CNY 480,872,445.08 for the quarter, compared to CNY 195,939,494.63 in the same quarter last year, reflecting an increase of about 145.5%[13] Cash Flow - Cash flow from operating activities for the year-to-date period was ¥195,920,071.48, a 47.83% increase compared to ¥132,528,331.40 last year[2] - Cash flow from operating activities generated a net amount of CNY 195,920,071.48, compared to CNY 132,528,331.40 in the previous year, marking a growth of about 47.7%[15] - The company reported cash inflow from investment activities of CNY 1,602,230,297.57, a substantial increase from CNY 430,405,400.93 in the same period last year[15] - The net cash flow from investment activities was negative at CNY -503,073,189.67, worsening from CNY -149,275,575.78 in Q3 2023[16] - Cash flow from financing activities resulted in a net outflow of CNY -51,686,569.60, compared to a net inflow of CNY 118,782,802.37 in the previous year[16] Assets and Liabilities - Total assets as of September 30, 2024, amounted to ¥6,909,990,805.52, reflecting a 3.86% increase from the beginning of the year[2] - The company's total assets increased to CNY 6,909,990,805.52 from CNY 6,652,886,075.81, representing a growth of 3.9%[11] - Total liabilities rose to CNY 2,728,819,995.22, compared to CNY 2,482,346,797.57, marking an increase of 9.9%[11] - The total non-current assets amounted to CNY 4,028,448,641.33, slightly up from CNY 4,012,117,373.30, indicating a growth of 0.4%[11] Shareholder Information - The total number of common shareholders at the end of the reporting period is 9,993[6] - The largest shareholder, Wang Junmin, holds 35.86% of shares, totaling 399,550,400 shares, with 84,830,000 shares pledged[6] - The company has three mutual funds managed by Huatai-PineBridge Fund Management Co., Ltd., which are among the top ten shareholders[7] - The company reported no changes in the participation of major shareholders in margin trading and securities lending[8] Expenses and Costs - Total operating costs amounted to CNY 2,435,827,090.19, up from CNY 2,216,520,069.85, reflecting a year-over-year increase of 9.9%[12] - Research and development expenses for the quarter were CNY 377,972,905.30, compared to CNY 341,718,551.17, indicating a growth of 10.6% year-over-year[12] Other Financial Metrics - The company recorded a 442.91% increase in investment income to ¥124,874,295.32, attributed to milestone payments from the sale of an overseas subsidiary[5] - Non-recurring gains totaled ¥77,555,564.79 for the quarter, with significant contributions from asset disposals and government subsidies[3] - The company's cash and cash equivalents decreased to ¥806,726,359.47 from ¥1,168,711,407.26[9] - The total current assets increased to ¥2,881,542,164.19 from ¥2,640,768,702.51[9] - The accounts receivable rose to ¥904,688,090.37 from ¥799,236,595.69[9] - The long-term equity investments decreased to ¥115,316,347.33 from ¥132,260,778.28[9] - The total inventory at the end of the period is ¥286,022,618.37, slightly up from ¥281,290,270.03[9] - The intangible assets increased significantly to ¥1,260,455,083.25 from ¥751,232,114.23[9] - The company reported a significant increase in intangible assets, which rose by 67.79% to ¥1,260,455,083.25 due to successful product launches[4] - Short-term borrowings increased by 137.16% to ¥237,110,098.04, primarily due to new bank loans[4] - Short-term borrowings increased to CNY 237,110,098.04 from CNY 99,979,967.98, reflecting a rise of 137.5%[12] - Deferred income tax assets decreased to CNY 136,216,968.89 from CNY 148,239,144.01, a decline of 8.3%[11]

证券代码：002653 证券简称：海思科 公告编号：2024-102 海思科医药集团股份有限公司 关于在英属维尔京群岛和开曼 分别设立全资子公司进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、设立全资子公司概述 海思科医药集团股份有限公司（以下简称"公司"）于 2024 年 9 月 19 日召开公司第五届董事会第十八次会议，审议通过了《关于公 司在英属维尔京群岛和开曼分别设立全资子公司的议案》。公司董事 会同意公司分别在英属维尔京群岛设立全资子公司 HEXGEN HOLDINGS LIMITED、在开曼设立全资子公司 HEXGEN PHARMACEUTICAL GROUP LIMITED（中文名称：海思锦医药集团有限公司），具体内容详见公 司于 2024 年 9 月 20 日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于在英属维尔京群岛和开曼分别设立全资子公司的公告》（公告 编号：2024-097）。 二、设立全资子公司的基本情况 近 日 ， 公 司 已 完 成 HEXGEN HOLDINGS LIMITED 和 HEXG ...