Group 1 - The company reported a mid-year performance for 2025, with R&D costs of 88.758 million yuan, a year-on-year decrease of 35.6%, and administrative expenses of 38.775 million yuan, down 3.3%. The loss attributable to shareholders was approximately 112 million yuan, a reduction of 48.79% year-on-year [1] - Since its establishment in 2017, the company has developed a pipeline of 11 candidate drugs, including the core product TY-9591, which is currently preparing for a conditional NDA application for the treatment of EGFR mutation lung cancer brain metastases and is undergoing a registration Phase III clinical trial in China for the treatment of EGFR L858R mutation locally advanced or metastatic NSCLC [1] Group 2 - The company will focus on market demand and deepen the research and innovation of self-developed cutting-edge products, leveraging AI models to enhance collaboration with top international teams for efficient new molecule development [2] - A new solid dosage form factory project is underway, which will add tablet and capsule production lines, with an expected annual capacity of 150 million tablets or capsules, supporting clinical drug production and partial commercialization of TY-9591 [2] - The commercial team has been initially established with core management members possessing extensive experience in promotion and commercialization, aiming to systematically build a sales and marketing system through internal efforts and external partnerships [3]
同源康医药-B上半年净亏损大幅收窄 商业化布局稳步推进 产业化生产体系逐步建成