Business Overview - The main products of Hanyu Pharmaceutical include peptide drug formulations, peptide raw materials, and custom peptide services, with the formulation business being the primary source of revenue [2] - The company acquired Chengji Pharmaceutical this year, adding combination packaging products, medical devices, and solid products to its portfolio [2] Product Development and Impact - The approval and production of Eptifibatide (依替巴肽) are expected to significantly enhance the company's performance, as it is a first-line drug for coronary artery disease treatment [3] - Eptifibatide took 10 years from project initiation to market approval and is recommended by major cardiovascular associations [3] - The company has received FDA certification for its raw material production line, marking a significant milestone in its international strategy [3] Strategic Collaborations - Hanyu Pharmaceutical has established a strategic partnership with Akorn Pharmaceuticals for the development of Acetylcysteine (醋酸格拉替雷), which is progressing smoothly and is expected to positively impact future business performance [3] - The collaboration aims to expand the company's international market presence and enhance brand recognition [3] Innovative Technology - The non-invasive continuous glucose monitoring device, GlucoPred, utilizes multiple technologies to provide real-time glucose data, improving the quality of life for diabetes patients [4] - GlucoPred has received approval for Phase III clinical trials in Norway, with expectations for EU certification by the end of the year [4]

Group 1: Fundraising and Investment Plans - The company has approved a non-public offering of shares, pending shareholder approval and submission to the China Securities Regulatory Commission [2] - Funds raised will enhance R&D capabilities, focusing on innovation in drug formulation and delivery methods to strengthen industry position [2] - The funds will also support the "Internet + Chronic Disease Management Platform" and marketing network construction, aiming to expand product promotion and establish a data-driven service platform for chronic disease patients [3] Group 2: R&D Investment and Strategy - The company maintains an annual R&D investment ratio of approximately 10% of sales revenue, positioning itself as a leader in the peptide drug sector [3] - Ongoing efforts include enhancing R&D capabilities, protecting intellectual property, and increasing product development for domestic and international markets [3] - The company is in the early stages of large-scale product launches, with expectations for continued increases in R&D investment [3] Group 3: Product Development and Collaborations - The clinical trials for a non-invasive continuous glucose monitoring device in collaboration with Pudi Medical are progressing well, with EU certification expected by November [3] - Following EU certification, the company plans to apply for market access in Hong Kong and Macau, and will seek approval from the National Medical Products Administration in China [3]

证券代码：300199 证券简称：翰宇药业 深圳翰宇药业股份有限公司 投资者关系活动记录表 编号：2016-010 | --- | --- | --- | --- | --- | |-------------------------|-------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------|-------| | | | | | | | 投资者关系 | | √特定对象调研 □分析师会议 | | | | 活动类别 | | □媒体采访 □业绩说明会 □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | | | | | | | | □其他 | | | ...

证券代码: 300199 证券简称:翰宇药业 深圳翰宇药业股份有限公司 投资者关系活动记录表 编号:2016-007 | --- | --- | --- | --- | --- | --- | --- | --- | |------------------|--------------------------------|---------------------------------------------------------------------------------------------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | | | | 团特定对象调研 | □分析师会议 | | | | | | | 投资者关系 | 口媒体采访 | □业绩说明会 | | | | | | | 活动类别 | 口新闻发布会 | 口路演活动 | | | | | | | | □现场参观 | | | | | | | | | □其他:投资者恳谈会 | | | | | | | | 参与单位名称 ...

Group 1: Main Products and Sales Performance - The main products of the company include Thymopentin injection, Somatostatin injection, Desmopressin acetate injection, and Terlipressin injection, which are the primary sources of revenue [2] - In 2015, the company achieved a total revenue of 768.26 million CNY, representing an increase of 83.17% year-on-year, with the formulation business contributing 410.59 million CNY, up by 25.66% [2] - In Q1 2016, Somatostatin injection revenue reached 29.60 million CNY, a growth of 80.47% compared to the same period last year, while Terlipressin injection revenue was 32.48 million CNY, increasing by 62.62% [3] Group 2: New Product Development and Market Strategy - The company is actively promoting new products such as Eptifibatide and Carboprost, with Eptifibatide receiving drug registration approval in January 2015 and GMP certification in July 2015 [3] - The company is focusing on academic promotion and market expansion for Eptifibatide, which is a third-generation antiplatelet drug recommended for coronary artery disease treatment [3] - The company is also adapting its sales strategies in response to national medical cost control policies to maintain sales volume of existing products [4] Group 3: Overseas Market Performance - In the previous year, the company reported overseas revenue of 139 million CNY, a year-on-year increase of 49.85%, with raw materials contributing 53 million CNY, up by 90.51% [4] - In Q1 2016, raw material revenue reached 48 million CNY, a staggering increase of 5,783.80% compared to the same period last year, primarily driven by the sales of Glatiramer and Liraglutide [4] - The company is experiencing strong demand for its raw materials in overseas markets due to high technical barriers and the preference of foreign pharmaceutical manufacturers for its mature technology [4]

Group 1: International Market Strategy - The company has established a dual-driven strategy for overseas development, focusing on both raw material exports and formulation exports [2][3] - In 2016, the company plans to continue applying for ANDA for key products like Glatiramer Acetate and Liraglutide to deepen its international market presence [3][4] - The company has been seeking new models and development paths for internationalization, including strategic cooperation with foreign companies [3] Group 2: Financial Performance - In 2015, the overseas revenue reached 139 million CNY, a year-on-year increase of 49.85%; raw materials contributed 53 million CNY, with a growth of 90.51% [3] - In Q1 2016, raw material revenue was 48 million CNY, showing a staggering year-on-year growth of 5,783.80% [3] - The main contributors to overseas sales were Glatiramer Acetate and Liraglutide, both of which are in the golden period for generic drug applications [3] Group 3: Product Development and Market Expansion - The company has successfully launched Carboprost Tromethamine, a long-acting oxytocin analog, which has shown significant clinical effectiveness and is widely recognized [4] - Following the acquisition of Chengji Pharmaceutical, the company has implemented a comprehensive management team to enhance internal integration and production capacity [4] - The company aims to leverage Chengji Pharmaceutical's production scale and cost advantages to achieve nationwide production layout and expand sales [4]

证券简称:翰宁药业 编号: 2016-005 团特定对象调研 □分析师会议 投资者关系 □媒体采访 □业绩说明会 活动类别 口新闻发布会 □路演活动 □现场参观 口其他:投资者恳谈会 兴业证券 徐佳熹、兴业证券 霍燃、易方达 于博、博时基金 田野、 博时基金 陈西铭、大成基金 陈丹霞、信达澳银基金 杨珂、招商基金 梅梅、中海基金 郑辰、领曝资产 李安、菁英时代 曹阳、东方资本 彭 杰、东方资本 王德智、兰权资本 詹晓文、旗隆基金 赵林楠、旗隆基 参与单位名称 金 严考文、合心资本 鲁正轩、觅贝资管 盖震宇、尊道投资 张伟生、 及人员姓名 鼎业投资 荧婷婷、鼎业投资 温嘉宝、华银精治资管 谭龙、富荣基金 孙万龙、景元天成投资 邓志锋、万杉资本 许均华、中云辉资本 王保 刚、远望资产 萧瑶、安康投资 徐尔欣、圆信永丰基金 肖世源、乐信 资产 向方 证券代码:300199 深圳翰宇药业股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------|----------------------------------------------------------- ...

Group 1: Product Development and Market Impact - The company’s new product, Carboprost, is a long-acting oxytocin analog that enhances uterine contractions and is crucial for preventing postpartum hemorrhage. It was approved for market release in February 2016, which is expected to significantly boost company performance due to its clinical effectiveness and market demand [2][3]. - The company has initiated GMP certification for Carboprost raw materials and is focusing on bidding and market promotion efforts, indicating a strong market foundation for the product [2][3]. Group 2: Shareholder Confidence and Stock Performance - Major shareholders and management have shown confidence in the company’s growth, having collectively increased their holdings by 75.72 million yuan since the announcement of a share buyback plan in July 2015. They have committed not to transfer their shares for six months post-buyback [3]. - The company’s stock issuance plan has been approved by the China Securities Regulatory Commission (CSRC) at a price of 23.32 yuan per share, indicating a strategic move to raise capital for future growth [3]. Group 3: Industry Challenges and Strategic Responses - The pharmaceutical industry is facing challenges due to drug price reductions, which have impacted the company’s older products. However, the company is actively seeking to grow its existing product lines and leverage new product launches to mitigate these effects [3]. - The company is expanding its international business, having received FDA certification for its raw material production line, which enhances its credibility and market reach in international markets [4]. Group 4: Strategic Partnerships and Future Prospects - The company has entered into a strategic partnership with a Nasdaq-listed company to develop a high-demand drug, which had global sales of $4.3 billion in 2014. This collaboration is expected to positively influence the company’s future performance and expand its international market presence [4].

证券简称:翰宇药业 证券代码:300199 深圳翰宇药业股份有限公司 投资者关系活动记录表 编号:2016-003 | --- | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------------------------------------------------|-------|-------| | | | | | | | 团特定对象调研 | | | | 投资者关系 | □媒体采访 | | | | 活动类别 | 口新闻发布会 | | | | | □现场参观 | | | | | □其他:投资者恳谈会 | | | | 参与单位名称 及人员姓名 | 中国人寿养老保险 张树身、英大保险 熊随 | | | | 时间 | | | | | 地点 | 2016 年 2 月 18 日下午 16:30-17:30 | | | | | 公司五楼办公室 | | | | 公司接待人员姓名 | 董事会秘书全衡、副总裁陶安进、证券助理张晓明 ...

证券代码: 300199 证券简称:翰宇药业 深圳翰宇药业股份有限公司 投资者关系活动记录表 编号:2016-001 | --- | --- | --- | --- | |-----------------------------|----------------------------------------------------------------------------------|--------------|-------| | | | | | | | 团特定对象调研 | □分析师会议 | | | 投资者关系 | □媒体采访 | 口业绩说明会 | | | 活动类别 | 口新闻发布会 | □路演活动 | | | | □现场参观 | | | | | 口其他:投资者恳谈会 | | | | 参与单位名称 | IDG 资本 彭世泽、长盛基金 金风 | | | | 及人员姓名 | | | | | 时间 | 2016年1月14日上午 10:30-11:30 | | | | 地点 | 公司五楼办公室 | | | | 公司接待人员姓名 | 董事会秘书全衡、证券事务代表庄丽华、证券助理张晓明 | | | | | ...