甘李药业签订30亿元 甘精胰岛素相关供应框架协议

Core Viewpoint - 甘李药业 has signed significant contracts with Funda o Oswaldo Cruz-Bio-Manguinhos (FZ) and BIOMM S.A. for a partnership project in Brazil, focusing on the production and development of insulin products, which is expected to positively impact the company's future performance [1][2] Group 1 - The company has entered into a Technical Transfer and Supply Agreement with FZ and a Supply Framework Agreement with BIOMM, with the total amount of the latter expected to be no less than 3 billion RMB (including tax) [1] - The PDP project aims to strengthen Brazil's public health system by ensuring a stable supply of essential medicines through local production and technology transfer from multinational pharmaceutical companies [1] - The contracts are part of the company's routine business operations and are not considered related party transactions or major asset restructurings [1] Group 2 - Under the Technical Transfer and Supply Agreement, 甘李药业 will transfer the technology for insulin and supply insulin injection solutions and raw materials to BIOMM, which will in turn supply FZ [2] - The contracts are set to last for 10 years, with the potential to significantly enhance the company's profitability starting from 2025 [2] - In the first half of the year, the company reported a revenue of 2.067 billion RMB, a year-on-year increase of 57.18%, and a net profit of 604 million RMB, up 101.96% year-on-year [2]