【私募调研记录】淡水泉调研丽珠集团

Group 1 - The core viewpoint of the news is that the well-known private equity firm,淡水泉, has conducted research on a listed company,丽珠集团, focusing on its annual performance outlook and product development [1] -丽珠集团 expects a single-digit revenue growth for the year, with profit growth anticipated to exceed revenue growth [1] - The P-CAB tablet has submitted a listing application, while the injection form is expected to be approved in the first half of 2029 [1] - The IL-17A/F is projected to be approved in the first half of 2027, with significant commercialization potential [1] - The NS-041 tablet, a new generation KCNQ2/3 activator, is expected to become a treatment option for patients with refractory epilepsy [1] - The market potential for microsphere products is substantial, with plans for long-acting microsphere formulations and psychiatric products [1] - The small nucleic acid drug LZHN2408 is progressing rapidly, with enrollment for Phase Ib expected to be completed in September [1] - Ongoing negotiations for the reimbursement of aripiprazole microspheres are in progress, while the impact of the generic version of esomeprazole is limited [1]