步长制药子公司与菲律宾药商签署独家供应协议 拓展海外市场

Group 1 - The core point of the news is that Buchang Pharma's subsidiary, Luzhou Buchang, is set to sign an exclusive supply agreement with the Philippine company GOODFELLOW for the registration, clinical trials, promotion, distribution, and sales of injectable Efparepoetin alfa in the Philippines [1] - The injectable Efparepoetin alfa is a Class I new drug for therapeutic biological products, with a cumulative R&D investment of approximately 499 million yuan as of the first half of this year [1] - This transaction represents a significant step in the company's internationalization strategy for biopharmaceuticals, aiming to enhance brand value and economic returns [1] Group 2 - In the first half of this year, Buchang Pharma reported positive performance, with a projected net profit of approximately 488 million to 708 million yuan for the first half of 2025, reflecting a year-on-year growth of 110.88% to 205.94% [2] - The expected profit increase is attributed to a rise in drug sales, a decrease in production costs, and the reduction of amortization related to acquisitions of Tonghua Guhong Pharmaceutical Co., Ltd. and Jilin Tiancai Pharmaceutical Co., Ltd. [2] - The company has been actively pursuing an internationalization strategy, having already established a presence in countries like Russia and Uzbekistan, and emphasizes a balance between independent research and open collaboration to maximize product value [2]