亿帆医药: 2025年半年度报告摘要

Core Viewpoint - Yifan Pharmaceutical Co., Ltd. reported a slight increase in revenue and a significant rise in net profit for the first half of 2025, indicating strong operational performance and growth in innovative drug sales [2][6]. Financial Performance - The company's operating income for the reporting period was approximately CNY 2.635 billion, a year-on-year increase of 0.11% [2][6]. - Net profit attributable to shareholders reached approximately CNY 303.65 million, reflecting a year-on-year growth of 19.91% [2][6]. - The net profit after deducting non-recurring gains and losses was approximately CNY 237.21 million, up 32.21% year-on-year [6][10]. - Basic earnings per share increased to CNY 0.25, a rise of 19.05% compared to the previous year [2][3]. Business Highlights - Revenue from pharmaceutical-related operations was approximately CNY 2.254 billion, accounting for 85.53% of total revenue, with innovative drugs Yilishu and Yinikang showing a combined sales increase of 169.57% [6][10]. - The company successfully launched its first self-developed Class I macromolecule innovative biological drug, Yilishu, in the U.S. market, with a terminal price of USD 4,600 per unit [7][10]. - Yilishu has been approved for sale in 34 countries/regions and has achieved sales in five countries, with ongoing regulatory applications in Thailand, the Philippines, Malaysia, and the UAE [7][9]. Strategic Developments - The company established a global business development center to enhance international market expansion and collaboration [11][12]. - Yifan Pharmaceutical is focusing on the commercialization of Yilishu and optimizing costs, with significant partnerships established across over 40 countries [7][10]. - The company is advancing its research and development efforts, with several new drug applications submitted and clinical trials approved for various products [13][14]. Market Position - The company’s overseas pharmaceutical formulations generated revenue of approximately CNY 331.99 million, a year-on-year increase of 6.46% [10][11]. - Domestic pharmaceutical sales reached approximately CNY 1.921 billion, reflecting a growth of 3.57% year-on-year, driven by product matrix optimization and marketing strategy upgrades [10][11].