Aidea Pharma(SH:688488) Shen Zhen Shang Bao·2026-01-26 00:01Core Viewpoint - Eddie Pharmaceuticals is expected to report a net profit loss of approximately 16 million to 24 million yuan for the fiscal year 2025, indicating a year-on-year reduction in loss margin by about 88.67% to 83% while continuing to record losses for five consecutive years [1] Financial Performance - The company has reported net profit losses of 29.99 million yuan, 124 million yuan, 76.07 million yuan, and 141 million yuan from 2021 to 2024 respectively [1] - The projected non-GAAP net loss for 2025 is estimated to be between 17.2 million and 25.2 million yuan, with a year-on-year reduction in loss margin of approximately 88.41% to 83.02% [1] - Expected operating revenue for 2025 is approximately 721 million yuan, representing a year-on-year increase of about 72.57% [1] Revenue Breakdown - Revenue from innovative anti-HIV drugs is anticipated to be 285 million yuan, reflecting a year-on-year increase of 90.34% [1] - Revenue from the subsidiary Nanda Pharmaceuticals is expected to reach 300 million yuan, with a year-on-year increase of 227.38% [1] Corporate Actions - The company plans to invest 130 million yuan to acquire an additional 22.23% stake in Nanda Pharmaceuticals, increasing its ownership from 51.1256% to 73.36% [3] - The acquisition price is based on an evaluation report, with the assessed value of the 22.23% stake being 130 million yuan, which is approximately 92% higher than its book net asset value of 200 million yuan [3] - This acquisition is seen as a strategic move to strengthen control over Nanda Pharmaceuticals and enhance the company's core competitiveness [3][4] Market Performance - As of January 23, the stock price of Eddie Pharmaceuticals rose by 2.59% to 18.64 yuan per share, with a total market capitalization of approximately 7.843 billion yuan [5] - The stock has seen a cumulative increase of about 157% over the past month [5]