调研速递|湖南九典制药接受易格私募等2家机构调研 透露多项关键要点

Group 1 - The company conducted a specific investor research activity on September 12, 2025, with representatives from Yige Private Equity Fund and Yongxing Securities [1] - The expected price drop for the Loxoprofen Sodium Gel Patch in the upcoming collective procurement is currently unestimated due to the absence of formal rules for the 11th batch [1] - The company plans to invest between 250 million to 300 million yuan in R&D for the year 2025, with projected revenue growth of 10-20% and net profit growth of 10-20% year-on-year [1] Group 2 - The company aims to achieve its annual targets by focusing on promoting new products, enhancing market education, and optimizing product positioning [1] - The JIJ02 gel is expected to complete Phase I clinical trials in the first half of next year and initiate Phase II trials [1] - The company holds an optimistic view on the market prospects for the anti-inflammatory pain relief patch, anticipating increased demand due to the aging population and the growing chronic pain patient demographic [1] Group 3 - The Loxoprofen Sodium Gel Patch and Ketoprofen Gel Patch are both external non-steroidal anti-inflammatory drugs, but they differ in active ingredients and mechanisms of action [1] - The Loxoprofen Sodium Gel Patch has a higher drug loading capacity and broader indications, while the Ketoprofen Gel Patch offers better drug permeability and a more comprehensive mechanism of action [1]