诚意药业：公司旗下四款药品拟中选国家集采接续采购

Core Viewpoint - Chengyi Pharmaceutical (603811) announced that four of its products have been selected for the national centralized procurement program, with a procurement period extending to December 31, 2028, covering nationwide regions [1] Group 1: Product Details - The four selected products include Glucosamine Hydrochloride Capsules, Torasemide Injection, Lidocaine Hydrochloride Injection, and L-Carnitine Injection, each targeting specific medical conditions such as osteoarthritis, heart failure, local anesthesia, and complications from chronic kidney disease [1] - Glucosamine Hydrochloride Capsules are indicated for the treatment and prevention of osteoarthritis, with selected specifications of 750mg in 120 capsules and 750mg in 60 capsules [1] - Torasemide Injection is aimed at patients with edema due to congestive heart failure and liver cirrhosis, with selected specifications of 2ml:10mg in 10 vials and 4ml:20mg in 5 vials [1] - Lidocaine Hydrochloride Injection serves as a local anesthetic and antiarrhythmic agent, with a selected specification of 5ml:0.1g in 5 vials [1] - L-Carnitine Injection is for patients with chronic kidney disease undergoing long-term dialysis, with selected specifications of 5ml:1g in 5 vials and 5ml:2g in 5 vials [1] Group 2: Revenue Contribution - Among the four products, Glucosamine Hydrochloride Capsules are the core product, contributing significantly to revenue, with projected sales of 334.89 million yuan in 2024, accounting for 46.88% of the company's total revenue for that year [2] - For the first three quarters of 2025, the revenue from Glucosamine Hydrochloride Capsules is expected to reach 345.37 million yuan, representing 57.85% of the company's revenue during that period [2] - The other three products have relatively smaller revenue contributions, with Torasemide Injection generating 6.55 million yuan in 2024 and 4.20 million yuan in the first three quarters of 2025, accounting for 0.92% and 0.70% of total revenue, respectively [2] - Lidocaine Hydrochloride Injection and L-Carnitine Injection have minimal revenue, with figures below 0.1% for the respective periods [2] Group 3: Procurement Process - The centralized procurement process involves a coalition of provinces and regions across the country, led by Jiangsu, Henan, and Guangdong provinces to conduct unified procurement [3] - During the procurement period, medical institutions will prioritize the use of the selected drugs and ensure the completion of the agreed procurement volume [3] - Any remaining procurement volume after calculating the volume-based ratio can be selected from other companies that meet the bidding criteria [3]