Core Viewpoint - The company, YuanDa Pharmaceutical, has demonstrated strong innovation capabilities with significant milestones in nuclear medicine and critical care, indicating a promising growth trajectory and a strategic focus on global expansion [1][3]. Financial Performance - In the first half of the year, YuanDa Pharmaceutical achieved a record revenue of approximately HKD 61.1 billion, with a year-on-year growth of about 13% when excluding the impact of centralized procurement. The net profit for the period was around HKD 11.7 billion [1]. - The revenue from innovative and barrier products accounted for approximately 51% of total revenue, reflecting a year-on-year increase of nearly 15 percentage points [5]. Innovation and Product Development - The company has entered an innovation realization phase, with multiple business segments showing significant product pipeline advancements. The nuclear medicine segment, particularly the Yttrium-90 microsphere injection, saw a revenue increase of nearly 106% year-on-year, reaching approximately HKD 4.2 billion [5][6]. - YuanDa Pharmaceutical is advancing several innovative eye medications and has launched the world's first nasal spray for dry eye syndrome in mainland China, with overseas revenue exceeding USD 100 million, a year-on-year growth of nearly 152% [6]. Clinical Research and Global Expansion - The company is actively conducting clinical research for its innovative product STC3141, which targets sepsis, achieving significant clinical milestones across multiple countries [7]. - YuanDa Pharmaceutical has established a comprehensive global innovation research and development framework, particularly in the nuclear medicine sector, where it is one of only four companies globally to commercialize innovative nuclear drugs [8][12]. Market Response - Following the investor open day on August 20, the company's stock price rose by 4.37%, closing at HKD 9.31, indicating strong market confidence and the potential for a new growth cycle [4]. Strategic Vision - The company aims to become a leader in the global pharmaceutical landscape, emphasizing its commitment to "comprehensive advantages, innovation leadership, and global expansion" [3][13].
远大医药(00512)2025中期业绩会顺利举办，核药板块106%高速放量，Go Global战略打开全球市场