Core Insights - As of October 31, 2025, the total number of common shareholders for the company in the A-share market is 34,761 [2] Company Summary - The company, Betta Pharmaceuticals, provided an update on its shareholder count in response to investor inquiries on November 6 [2]

Core Viewpoint - The company reported a significant increase in revenue and EBITDA for the first three quarters of 2025, indicating positive growth trends in its financial performance [2] Financial Performance - The company achieved an operating revenue of 2.717 billion yuan, representing a year-on-year growth of 15.90% [2] - The company's EBITDA reached 860 million yuan, reflecting a year-on-year increase of 20.15% [2] - Net profit did not grow in tandem with EBITDA due to factors such as depreciation and amortization [2] Future Outlook - The company anticipates continued improvement in revenue as its drug promotion strategies are implemented, which will positively impact financial metrics [2]

Group 1 - The company emphasizes the importance of collaboration with partners and has been communicating regarding milestone payments [2] - The company maintains smooth communication with partners regarding daily operational matters and aims to handle issues pragmatically [2]

Group 1 - The core viewpoint of the article is that Beida Pharmaceutical plans to utilize the funds raised from its issuance for various purposes, including research and development, potential acquisitions, and expanding its marketing network and operational capabilities [2]. Group 2 - The funds raised will be allocated after deducting issuance costs and may support ongoing research pipelines [2]. - The company aims to explore potential acquisitions to enhance its pipeline [2]. - Additional uses of the funds include expanding its innovative ecosystem, marketing network, and market development in key therapeutic areas, as well as general corporate purposes [2].

Core Viewpoint - Betta Pharmaceuticals (300558.SZ) has reported positive interim data analysis from clinical trials of Ensartinib for postoperative adjuvant treatment of ALK-positive NSCLC, achieving the predefined primary research endpoint [1] Group 1 - The company is accelerating the preparation of submission materials for the new indication [1] - The company plans to submit a New Drug Application (NDA) as soon as possible [1]

Group 1 - The company has established a dedicated marketing team for overseas promotion, specifically in the United States [2] - The product Ensartinib has been officially commercialized in the U.S. market [2] - The sales team has been organized according to regional regulations and business practices, and sales activities are progressing smoothly [2]

Core Viewpoint - The company is actively preparing to submit the NDA application for the new indication of Ensartinib, aiming to expedite the process to potentially meet the timeline for next year's national discussions [2]. Group 1 - Investors have inquired about the delay in submitting the post-operative adjuvant indication for Ensartinib [2]. - The company has confirmed that its team is working diligently to prepare the submission materials [2].

Group 1 - The company has paused the development of its fourth-generation EGFR inhibitor BPI-361175 due to its unclear project value [2] - Currently, the company is focusing on two clinical research projects in the lung cancer treatment field: MCLA-129 and CFT8919 [2] - The company aims to concentrate resources to expedite the development progress of new drug projects [2]

Core Insights - The company is preparing to submit an Investigational New Drug (IND) application for its molecular glue inhibitor BPI-572270 [1] - The CFT8919 project, an oral bioavailable allosteric BiDAC™ degrader, is currently in Phase I clinical trials [1] Group 1 - The company responded to investor inquiries regarding the clinical application timeline for its molecular glue and degrader projects [1] - BPI-572270 is identified as a molecular glue inhibitor, indicating its potential role in targeted therapies [1] - CFT8919 is noted for its oral bioavailability, which may enhance patient compliance and treatment outcomes [1]

Core Viewpoint - The company is actively developing targeted therapies for lung cancer, focusing on two clinical projects, MCLA-129 and CFT8919, while maintaining a dynamic evaluation mechanism for project value and resource allocation [1]. Group 1: Clinical Research Projects - The company has two ongoing clinical research projects in the lung cancer treatment area: MCLA-129 and CFT8919 [1]. - The company aims to concentrate resources on these projects to expedite the development of new drug candidates [1]. Group 2: Project Evaluation and Resource Management - The company has established a mature evaluation mechanism to dynamically assess the value of its projects [1]. - This mechanism allows the company to make timely adjustments and ensure efficient utilization of research and development resources [1].