中美华东新药来袭，10000亿市场风云再起

Core Insights - The company, China Medical East, has received clinical approval for its new drug CMCY2304, enhancing its portfolio of chemical drugs [1] - In Q1-Q3 2025, the company ranked among the top 12 enterprises in the chemical drug market in China, with a sales increase of 12.41% [2] - The company has successfully secured two class 1 new drugs this year, indicating strong market potential and growth prospects [3] Group 1 - The new drug CMCY2304 is indicated for ischemic cardiovascular and cerebrovascular diseases caused by arteriosclerosis, as well as for preventing thrombosis during hemodialysis [1] - The chemical drug market in China is projected to maintain a scale of over 1 trillion yuan from 2021 to 2024, with a slight decline of around 2% expected in Q1-Q3 2025 [1] - The company's best-selling chemical drug, Tacrolimus capsules, achieved sales of 1.86 billion yuan in Q1-Q3 2025, while other products also contributed significantly to sales [2] Group 2 - The newly approved drugs include Remabizine injection, which, in combination with a device for measuring glomerular filtration rate, has a sales potential exceeding 1 billion yuan [3] - The company has submitted a marketing application for Edaravone tablets, aimed at improving symptoms and functionality in acute ischemic stroke patients, which offers convenience for self-administration [3] - With the continuous launch of new drugs, the company's position in the 1 trillion yuan chemical drug market is expected to strengthen, aligning with its goal of becoming a leading global innovative pharmaceutical company [3]