翰宇药业今年一季度营收增长106% 多肽制剂与原料药出海协同发力

Core Insights - The company reported a revenue of 590 million yuan for 2024, marking a year-on-year increase of 36.82% [1] - The net cash flow from operating activities reached 165 million yuan, showing a significant growth of 4757.21% [1] - The international business proportion increased from 26.01% to 55.10% through revenue structure optimization [1] Business Performance - The revenue from formulations reached 247 million yuan, up 19.02% year-on-year, while raw material drug revenue was 260 million yuan, reflecting a growth of 114.12% [1] - Sales expenses decreased by 50.76% year-on-year, contributing to profit growth [1] - In Q1 2025, the company continued its growth trend with revenue of 310 million yuan, a year-on-year increase of 106.29%, and a net profit of approximately 69.87 million yuan, marking a turnaround to profitability [1] Future Outlook - The company plans to embrace advancements in biotechnology and artificial intelligence, integrating these technologies into drug development, production, and commercial processes to enhance R&D efficiency and product competitiveness [2] - The company aims to accelerate the globalization strategy for peptide and small nucleic acid formulations, raw materials, and CDMO/CMO businesses, expanding into international markets across North America, South America, Europe, Asia, and the Middle East [2] - The company seeks to establish itself as a brand with international influence through deep collaboration with leading global pharmaceutical companies while focusing on unmet clinical needs to solidify its leading position in the industry [2]