医保目录调整

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财经早报:商务部回应对欧盟稀土出口审批,小米YU7发布1小时大定突破289000台
Xin Lang Zheng Quan· 2025-06-26 23:39
商务部:已批准欧盟一定数量的稀土合规申请 据新华社电 商务部新闻发言人何亚东26日表示,中国一贯高度重视维护全球产供链稳定与安全,依法 依规不断加快对稀土相关出口许可申请的审查,已经依法批准一定数量的合规申请,并将持续加强合规 申请的审批工作。 【头条要闻】 在商务部当天举行的例行新闻发布会上,有记者就对欧盟稀土出口审批情况提问,何亚东作出上述回 应。他说,中方愿就此进一步加强与相关国家的出口管制沟通对话,积极促进便利合规贸易。 今年第三批消费品以旧换新资金将在7月下达!国家发展改革委:新的储备政策陆续出台实施 今年第三批消费品以旧换新资金将在7月下达,抓紧推出加力实施设备更新贷款贴息政策,繁荣群众性 赛事活动、深化文体旅融合等内容将被纳入相关规划和政策……6月26日,国家发展改革委举行的新闻 发布会上透露出多项稳经济举措。 国家发展改革委政策研究室副主任李超在会上表示,随着存量政策加快落地见效,新的储备政策陆续出 台实施,有信心、有能力把外部冲击的不确定性和不利影响降到最低,推动经济持续健康发展。 在岸、离岸人民币对美元汇率昨日盘中升破7.16 6月份以来,人民币对美元汇率在波动中小幅上行。 Wind资讯数 ...
核心产品销售崩盘 步长制药困在商誉减值中
Zhong Guo Jing Ying Bao· 2025-05-09 12:02
Core Viewpoint - The significant decline in performance for the company is primarily attributed to the removal of key products from provincial medical insurance directories and increased market competition, leading to a drastic drop in sales [2][4]. Group 1: Financial Performance - The company has experienced a sharp decline in revenue from its core products, with the income from Gu Hong injection plummeting by 84.89% in 2023, and revenues from Compound Peptide Injection and Compound Brain Peptide Injection decreasing by 52.84% and 55.39% respectively, resulting in a total revenue drop of 1.746 billion yuan [4]. - Cumulative goodwill impairment of 4.536 billion yuan is expected from 2022 to 2024, with remaining goodwill value at 535 million yuan by the end of 2024 [4]. - The company's revenue from the cardiovascular segment is projected to decline by 23.36% in 2024, with gross margin decreasing by 6.96 percentage points to 64.74% [6]. Group 2: Business Operations - The company has faced ongoing scrutiny regarding the safety of traditional Chinese medicine injections, which has led to regulatory challenges and impacted profitability [3]. - Sales expenses for the company reached 4.32 billion yuan in 2024, a decrease of 32.12% year-on-year, but the reliance on marketing and consulting fees remains high, accounting for 93.28% of total sales expenses [7]. - The company has been attempting to diversify its business by entering the medical device sector, but these new ventures have not yet contributed significantly to overall revenue [7]. Group 3: Product Development and Innovation - The company has historically invested less in research and development, with R&D spending in 2024 amounting to 717 million yuan, and a high proportion of capitalized R&D expenses at 51.8% [7]. - The company has initiated several new subsidiaries in 2024, including Shandong Buchang Pharmaceutical and Beijing Boyuan Runbu Pharmaceutical, focusing on cosmetics and chemical drug research, but these efforts have not yet yielded substantial revenue [7]. - The vaccine business has also faced challenges, with the price of a quadrivalent flu vaccine dropping by 37% in 2024 due to centralized procurement [8].
迪哲(江苏)医药股份有限公司 2025年第一季度报告
Zheng Quan Ri Bao· 2025-04-30 01:08
Core Viewpoint - The company has made significant progress in the commercialization of its innovative drugs, with two products included in the National Medical Insurance Directory, leading to substantial revenue growth and reduced net losses. Financial Performance - In Q1 2025, the company achieved revenue of 160 million yuan, a year-on-year increase of 96.32% compared to Q1 2024 [5] - The company reported a net loss attributable to shareholders of 317.2 million yuan, a decrease from the previous year [5] - For the full year 2024, the company recorded sales revenue of 360 million yuan, a year-on-year increase of 294.24% [13] Product Development and Regulatory Approvals - The company's products, Shuwozhe® and Gaoruizhe®, received approval for inclusion in the National Medical Insurance Directory in November 2024, effective from January 1, 2025 [5] - Shuwozhe®'s New Drug Application (NDA) was accepted by the FDA in January 2025, with priority review status granted for treating specific types of lung cancer [6][14] - The company has made advancements in clinical research, with multiple presentations at major conferences, including the European Lung Cancer Conference and the American Society of Clinical Oncology [6][7] Research and Development - The company invested 724 million yuan in R&D in 2024, a decrease of 10.17% year-on-year, focusing on advancing clinical trials and new product development [38] - The company is developing several innovative drugs targeting various cancers, including DZD8586 and DZD6008, which are in different stages of clinical trials [19][20][21] Market and Industry Context - The global oncology drug market is expected to grow significantly, with projections of reaching 419.8 billion USD by 2030, driven by an increasing patient population and rising healthcare expenditures [27][28] - The company operates in a highly competitive and innovative sector, focusing on first-in-class and best-in-class drug development to meet unmet clinical needs [32][31]