Group 1 - The core product, Tebiou, is the only approved drug for CIT indications globally, with strong potential for market share growth and sales increase [1] - The competitive landscape for Tebiou is favorable, with limited likelihood of generic drug entry in the short to medium term, resulting in minimal pricing pressure [1] - The company expects a compound annual growth rate (CAGR) of 11% for Tebiou's sales from 2024 to 2026, with a long-term sales peak projected at 7 billion RMB [1] Group 2 - The company has a robust pipeline with 30 products in development, 12 of which are expected to be approved in mainland China by 2025-2027, focusing on hematology, oncology, autoimmune, and renal/metabolic areas [2] - A significant licensing agreement with Pfizer for the self-developed PD-1/VEGF dual antibody SSGJ-707 has a total transaction value of up to 6.05 billion USD, highlighting the company's drug development capabilities [2]
港股异动 | 三生制药(01530)涨超5% 公司核心大单品长期空间可观 即将迎来创新产品收获期