TIBET PHARMA(SH:600211) Sou Hu Cai Jing·2025-10-11 17:55Core Viewpoint - Tibet Pharmaceutical (600211) has shown a price increase of 4.69% this week, closing at 48.89 yuan, with a total market capitalization of 15.758 billion yuan, ranking 20th in the biopharmaceutical sector and 1216th in the A-share market [1] Company Announcements Summary - The company held a semi-annual performance briefing on October 10, 2025, attended by key executives to address investor inquiries [3] - The company plans to invest several million yuan in new evidence-based medical research for its product, New Active Substance, to enhance academic promotion and commercial collaboration, aiming to expand hospital coverage and ensure production supply [3][4] - The current production capacity of New Active Substance is sufficient to meet demand, with an expected slight increase in annual sales compared to last year [4] - The commercialization of Zolbetuximab has been initiated, and preparations for medical insurance negotiations are underway, with minimal expected impact on company revenue this year [3] - The sales model for Zolbetuximab will be through agents, and the major shareholder, Kangzhe Pharmaceutical, will not participate in its promotion [3] - The investment in Ruizheng Gene aligns with the company's strategic shift towards innovation, aimed at enhancing R&D capabilities and expanding the product line [3] - The overseas registration of New Active Substance is under research and evaluation, with international expansion to be pursued at an appropriate time [3] - The expected price for medical insurance negotiations is anticipated to remain stable, with no significant fluctuations in sales volume [3]