Core Viewpoint - The report highlights the significant advancements and strategic initiatives of Shanghai Fosun Pharmaceutical (Group) Co., Ltd. in the pharmaceutical and medical device sectors, emphasizing innovation, compliance, and market expansion as key drivers for growth in 2024. Company Overview - The pharmaceutical industry is driven by innovation, with the government prioritizing the development of innovative drugs as a new emerging industry [5][6] - The company has maintained a strong position in the industry, ranking 4th in the "2023 Annual Top 100 Chinese Pharmaceutical Industry" list [12] Industry Development Status - The implementation of the "Drug Standard Management Measures" in January 2024 aims to enhance drug quality and safety [8] - Continuous anti-corruption efforts in the medical and pharmaceutical sectors are expected to promote long-term healthy development [8] - The government has introduced policies to support the upgrade of medical equipment, providing new sales opportunities for the medical device industry [9] Business Highlights - The company achieved operating revenue of 41.067 billion yuan in the reporting period, with significant growth in innovative products [26] - The net profit attributable to shareholders increased by 16.08% to 2.770 billion yuan, with a net profit excluding non-recurring gains and losses rising by 15.10% [26] - The company has focused on innovation, with R&D investment totaling 5.554 billion yuan, of which 3.644 billion yuan was dedicated to R&D expenses [27] Product Development - The company has received approvals for 16 indications across 7 innovative drugs and biosimilars during the reporting period [28] - The innovative PD-1 monoclonal antibody, Hanshu (SruLi), received approval for a new indication in China [29] - The company has successfully launched several products in international markets, including the biosimilar trastuzumab in the US and Canada [29][30] Global Expansion - The company has established a strong global presence, with a commercial team of over 1,000 people covering markets in the US, Africa, and other regions [42] - The company has formed strategic partnerships to enhance its international market access and product commercialization [38][39] Compliance and Regulatory Environment - The company is committed to adhering to regulatory requirements and enhancing compliance in response to the ongoing anti-corruption initiatives in the pharmaceutical industry [25] - The company has implemented measures to ensure the quality and safety of its products, aligning with national standards and regulations [41]

战略性专注于感染、慢病及肿瘤等治疗领域。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，广东东阳光药业股份有限公司（以下简称"东阳光药"）于2024年12月11日正式 向港交所递交招股说明书，计划以介绍方式在港上市，中金公司担任独家保荐人。 成立于2003年的东阳光药作为一家综合性制药公司，专注于创新药，亦涉及改良型新药、仿制药和 生物类似药，战略性专注于感染、慢病及肿瘤等治疗领域。根据弗若斯特沙利文报告， 按2018年至 2023年中国医药产品的销售收入统计，这三大治疗领域最具市场潜力，并有重大未满足的医疗需 求。 截至2024年6月30日，东阳光药在全球(包括中国、美国及欧洲)拥有147款获批药物，还有超过100 款在研药物，包括45款1类在研创新药物，其中三款获NMPA就于中国上市审评的创新药物及十款在 研创新药物处于II期或III期临床试验。 同时，东阳光药也是凭借自主研发成功实现一款1类创新药上 市，三款1类创新药申请上市的少数中国制药公司之一。此外，东阳光药致力于将AI技术应用于药物 研发的各个阶段，并已建立多个先进的AI驱动模型以提升 ...