Core Viewpoint - The company, 百普赛斯, is focusing on the biopharmaceutical and cell immunotherapy sectors, aiming for global expansion and enhancing its competitive edge through innovation and optimized management practices. Financial Performance - In 2024, the company achieved a revenue of 645.02 million yuan, representing an 18.65% year-on-year increase, with net profit attributable to shareholders reaching 123.83 million yuan [1] - For Q1 2025, the company reported a revenue of 186.49 million yuan, a 27.73% increase year-on-year, and a net profit of 40.58 million yuan, up 32.30% [2] Market Trends and Opportunities - The company benefits from supportive national policies and an active market for innovative drugs, focusing on antibody drugs, cell and gene therapy (CGT), and antibody-drug conjugates (ADC) [3] - The demand for biological reagents, particularly recombinant proteins, is expected to grow, providing more business opportunities for the company [3] Global Operations - The company has established a logistics system in China, the US, Switzerland, and South Korea, enabling comprehensive market coverage and efficient response to customer needs [4] - It has successfully built a talent pool with international perspectives to support its global operations, covering nearly 80 countries and regions [4] CGT Sector Development - The company is well-positioned in the CGT field, offering comprehensive solutions from drug target discovery to commercial production, leveraging its extensive protein pipeline and technical expertise [5] - It has developed over 50 high-quality GMP-grade products for cell and gene therapy applications, enhancing its service offerings [6][7] ADC Sector Development - The company is actively expanding its product and service offerings in the ADC field, which combines targeted antibodies with potent chemotherapy agents, addressing the growing demand for innovative cancer treatments [8][9] Neuroscience Sector Development - The company is focusing on brain-related diseases, providing high-quality recombinant proteins and neurotrophic factors to support research and treatment development for conditions like Alzheimer's and Parkinson's diseases [10]
百普赛斯：6月26日进行路演，招商基金、华夏基金等多家机构参与