Core Viewpoint - The company held an investor meeting to discuss new drug development, dividend plans, and profit enhancement strategies, highlighting its commitment to innovation and shareholder returns [1]. New Drug Development Progress - Investors showed significant interest in the company's new drug development, particularly the Phase III clinical trial for CKBA targeting vitiligo, which is expected to start by the end of 2025 [2]. - The IIT study for vitiligo in children aged 2-12 is progressing steadily, with data expected to be released in Q4 of this year [2]. - The company plans to initiate clinical trials for CKBA in treating rosacea as soon as it receives the II/III seamless adaptive trial approval [2]. - CKBA is positioned as a first-in-class innovative small molecule drug with substantial potential in autoimmune diseases, with plans to expand research into multiple indications [2]. - The company will keep stakeholders updated on drug approval progress and will consider orphan drug application requirements for CKBA if it proves effective and safe for children [2]. Dividend and Profit Planning - The company confirmed a stable cash dividend policy, announcing a plan to distribute 2 yuan per 10 shares for the 2024 fiscal year, with future plans to adjust based on actual conditions [3]. - Due to increased market competition, the company reported a decline in revenue and gross margin, leading to short-term performance pressure [3]. - To drive profit growth, the company aims to advance CKBA's clinical trials, launch specialty generic drugs like compound sodium sulfate tablets, and accelerate the domestic production of gastrointestinal medications [3]. Employee Stock Ownership Plan Disclosure - The company is in the stock purchase phase of its employee stock ownership plan, which will be disclosed monthly for six months following shareholder meeting approval [4].
调研速递|广东泰恩康医药接受投资者调研 聚焦新药进展与公司发展要点