【私募调研记录】鸿道投资调研贝达药业

Group 1 - The core viewpoint of the news is that Hongdao Investment has conducted research on the listed company Betta Pharmaceuticals, highlighting its financial performance and product pipeline for 2024 [1] - In 2024, Betta Pharmaceuticals is projected to achieve a revenue of 2,891.95 million yuan, representing a year-on-year growth of 17.74%, and a net profit attributable to shareholders of 402.57 million yuan, with a growth of 15.67% [1] - The company has successfully launched five new drugs, including Acetylcysteine, Ensartinib capsules, Bevacizumab, and others, with Bemetanib receiving FDA approval and being included in the NCCN guidelines [1] Group 2 - Betta Pharmaceuticals has invested 717 million yuan in R&D for 2024, accounting for 24.80% of its revenue, with multiple new drug developments progressing smoothly [1] - The company is collaborating with several enterprises to introduce new drugs and expand its R&D pipeline, aiming to build an innovative pharmaceutical ecosystem [1]