中关村：成熟产品筑牢根基，麻精药物布局获机构高度关注

Group 1 - The company held an investor relations event on August 13, attracting major institutions like Tianfeng Securities and Caitong Fund, where executives detailed the company's product layout and answered questions [1] - The focus of the event included the company's layout in narcotic drugs, market prospects for existing products, and exploration results in cutting-edge fields like mRNA [1] Group 2 - The company has accelerated its narcotic drug layout, with the sublingual tablet of dihydroetorphine hydrochloride being a key product, showing high growth potential [2] - The company has accumulated extensive experience in abuse-resistant sustained-release formulations, which are applied in multiple product developments [2] - The strict regulation of narcotic drugs creates a unique competitive barrier for companies like the company, which is one of the few manufacturers in this field [3] Group 3 - The company has identified significant market opportunities for its dihydroetorphine hydrochloride injection, projecting a 742.22% year-on-year revenue growth for 2024 [3] - The company is the only domestic pharmaceutical enterprise with integrated advantages in raw materials and formulations for dihydroetorphine hydrochloride [3] - The company has established partnerships with other formulation companies to enhance its market position in the raw material market [3] Group 4 - The company is also enhancing its narcotic drug portfolio, with the recent approval of a generic version of tramadol injection, strengthening its market competitiveness [4] Group 5 - The company's mature products, such as bisoprolol fumarate and benidipine hydrochloride, remain important revenue pillars, with the latter capturing a 55% market share in 2022 [5] - The new collection rules for centralized procurement allow for more competitive pricing strategies, which may benefit the company's main products [5] - The company is actively expanding its research and development, including studies on new indications for existing products [6] Group 6 - The company is exploring the mRNA vaccine field, with its self-built platform showing promising results in antigen design and thermal stability [6] - The company aims to establish itself as an "innovative pharmaceutical group" through continuous improvement in its narcotic drug matrix and mRNA vaccine exploration [6]