科伦药业：第十一轮集采涉及公司约14个产品

Core Viewpoint - Kelun Pharmaceutical (002422) announced on September 1 that the 11th round of centralized procurement involves approximately 14 products, most of which are newly approved products, resulting in minimal impact on existing products [1] Group 1: Business Performance - Over the past three years, the revenue and profit of the generic drug segment have shown stable growth, attributed to the company's position as a leading supplier in centralized procurement and the rapid market release of new products [1] - The company has consistently implemented a cost leadership strategy, leading to a year-on-year decrease in the unit production cost of generic drugs [1] Group 2: Current Challenges - In the first half of this year, the generic drug segment faced pressure mainly due to the 10th round of centralized procurement and price declines of some renewed products, while new winning products have not yet contributed to incremental growth [1] Group 3: Future Outlook - Despite the intense competition in the centralized procurement environment and limited profitability per product, the company continues to invest steadily in the research and development pipeline for generic drugs and has adjusted its R&D strategy to focus on advantageous products and pipelines, maintaining a positive outlook for the future [1]