调研速递|仟源医药接受博时基金等2家机构调研,戒烟药销售渠道成关注要点

Core Viewpoint - Shanxi Qianyuan Pharmaceutical Group Co., Ltd. is actively engaging with institutional investors regarding its smoking cessation product, Varenicline Tartrate Tablets, highlighting its multi-channel sales strategy and market expansion efforts [1] Group 1: Product and Sales Strategy - The product utilizes a dual-brand strategy (Parique and Family Pharmacist) and a multi-channel sales model, covering over 100,000 chain stores and more than 600 hospitals, with online sales focused on platforms like JD, Alibaba, and Meituan [1] - Currently, the largest sales volume comes from offline chain channels, while hospital sales have not yet met company expectations [1] Group 2: Market Expansion and Effectiveness - The time to see results from entering new cities or regions depends on the execution and operational capabilities of the pharmacies, with effective pharmacies showing results in 2 to 3 months, while less capable ones may take longer [1] - Smokers typically see effects within days of using Varenicline Tartrate Tablets, but due to nicotine addiction's complex nature, there is a notable relapse rate, prompting the company to recommend adherence to the treatment regimen [1] Group 3: Competitive Landscape - The potential re-entry of Pfizer's smoking cessation drug into the Chinese market could enhance consumer awareness and market education, benefiting the overall market size due to Pfizer's strong brand influence and marketing capabilities [1]