“膏药大王”豪掷4亿元进军镇痛领域

Group 1 - Company JiuDian Pharmaceutical (九典制药) announced an investment of up to 400 million yuan to acquire technology for a new analgesic drug YJ2301 from Suzhou Yuanju Pharmaceutical Technology Co., Ltd. This acquisition aims to enrich the product pipeline and promote the transformation into innovative drugs [1] - The transaction includes a milestone payment of up to 11 million yuan, with the total transfer fee not exceeding 400 million yuan, structured through milestone payments and sales commissions [1] - The YJ2301 project has completed part of its preclinical research and has submitted relevant patent applications, with the goal of enhancing the company's R&D capabilities and long-term core competitiveness [1] Group 2 - JiuDian Pharmaceutical received a drug registration certificate for Trimebutine Maleate Tablets from the National Medical Products Administration, which is used to improve symptoms of irritable bowel syndrome [2] - The sales figures for Trimebutine Maleate Tablets are projected to be 276 million yuan, 292 million yuan, and 266 million yuan for the years 2022, 2023, and 2024, respectively [2] - The company has a strong presence in the chemical drug patch market, with its two core products, Loxoprofen Sodium Gel Patch and Ketoprofen Gel Patch, ranking first in sales in public hospitals in urban and county-level areas in 2023 and 2024 [2] Group 3 - JiuDian Pharmaceutical faced increased sales pressure due to competition, with operating expenses reaching 1.229 billion yuan in the first three quarters of the year, resulting in a cost ratio of 54.20% [3] - The company reported total revenue of 2.268 billion yuan, a year-on-year increase of 5.69%, while net profit attributable to shareholders decreased by 9.64% to 406 million yuan [3] - For 2024, the company anticipates revenue of 2.931 billion yuan, an increase of 8.85%, and a net profit of 512 million yuan, reflecting a growth of 39.13% [3] Group 4 - As of the market close on December 12, JiuDian Pharmaceutical's stock price was 15.61 yuan per share, with a total market capitalization of 7.81 billion yuan [4]