Aidea Pharma(SH:688488) Zhong Zheng Wang·2026-01-26 01:52Core Viewpoint - The company, Aidi Pharmaceutical (688488.SH), has announced a strong performance forecast for the fiscal year 2025, highlighting significant revenue growth and a substantial reduction in losses, driven by its dual strategy of "HIV new drugs + human-derived proteins" [1][3] Financial Performance - The company expects a total revenue of approximately 721.01 million yuan for 2025, representing an increase of about 303.21 million yuan, or 72.57% year-on-year [1] - The core product, the innovative anti-HIV drug business, is projected to generate revenue of 285.31 million yuan, reflecting a year-on-year surge of 90.34% [1] - The subsidiary, Nanda Pharmaceutical, is anticipated to contribute approximately 299.84 million yuan in revenue, with a year-on-year increase of 227.38% [2] Loss Reduction and Profitability - The expected net loss attributable to the parent company is estimated to be between 16 million and 24 million yuan, a reduction of approximately 125.20 million to 117.20 million yuan compared to the previous year, marking a decline in loss margin of 88.67% to 83.00% [2] - The adjusted net loss, excluding non-recurring items, is projected to be between 17.20 million and 25.20 million yuan, also showing a significant reduction from the previous year [2] Strategic Initiatives - The impressive performance is attributed to the company's focus on core sectors and the effective implementation of its dual strategy, which has led to a notable increase in gross profit from core operations by approximately 267 million yuan [3] - The company is enhancing its academic promotion efforts and optimizing its commercialization channels to accelerate the market penetration of its core products [3] - Aidi Pharmaceutical is advancing its innovative drug pipeline, with ongoing clinical trials for new HIV integrase inhibitors and long-acting pre-exposure prophylaxis drugs, which are expected to drive long-term growth [3]