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调研速递|仟源医药接受博时基金等2家机构调研,戒烟药销售渠道成关注要点
Xin Lang Zheng Quan· 2025-09-16 15:49
声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 在市场拓展时效上,产品进入新城市或新区域药店的见效时间,取决于药店的执行力与运营能力,重视 且运营能力强的药店2至3个月可见起色,反之则较慢。 烟民复吸率方面,服用酒石酸伐尼克兰片的烟民通常几天内可见效,但因尼古丁成瘾受生理和心理多种 因素影响,复吸原因众多,存在一定比例复吸情况,公司建议烟民按疗程服药。 对于辉瑞戒烟药若重新进入中国市场的影响,仟源医药认为,辉瑞强大的品牌影响力和市场推广能力, 会吸引更多消费者关注,提升戒烟药市场知名度,拓展并教育市场,做大市场蛋糕。 9月16日10:30 - 11:30,山西仟源医药集团股份有限公司通过线上电话会的形式,接受了博时基金、申万 ...
仟源医药(300254) - 300254仟源医药投资者关系管理信息20250916
2025-09-16 14:26
Group 1: Sales Channels and Performance - The company’s smoking cessation drug, Varenicline Tartrate Tablets, utilizes a dual-brand strategy (PariKe and Family Pharmacist) and multiple sales channels, including over 100,000 chain stores and more than 600 hospitals, with online sales primarily through JD, Alibaba, and Meituan [2] - The largest sales volume for the smoking cessation drug currently comes from offline chain channels [2] - Sales in hospital channels have not met company expectations, as most hospitals only have smoking cessation clinics available for one or two half-days a week [3] Group 2: Market Expansion and Effectiveness - The time required to see results from expanding the drug to new cities or regions depends on the pharmacy's execution; well-managed pharmacies may show improvement in 2 to 3 months, while others may take longer [3] - Smokers using Varenicline Tartrate Tablets generally see effects within a few days, but a significant proportion experience relapse due to various physiological and psychological factors [3] Group 3: Competitive Landscape - If Pfizer re-enters the Chinese market with its smoking cessation drug, the company believes it would positively impact the market by increasing consumer awareness and expanding the overall market size [3]
仟源医药(300254) - 300254仟源医药投资者关系管理信息20250828
2025-08-28 12:38
Market Expansion - As of June 2025, the company's smoking cessation drug, varenicline tartrate tablets, has entered over 100,000 retail stores in the OTC market, with a target of exceeding 140,000 stores by the end of 2025 and 250,000 stores by the end of 2026 [2][3] Market Capacity - The smoking cessation drug market in China has a significant potential, with over 300 million smokers, and the company aims to cover 50 million smokers over the next 10 years [2] User Demographics - The user demographic for varenicline tartrate tablets spans all age groups, with the highest proportion being male smokers in their 30s [3] Cost of Treatment - The estimated cost for each smoker using the varenicline tartrate tablets for a 3-month treatment course is no more than RMB 2,000 [3] Shareholding and Future Plans - The company acknowledges that its major shareholders have a relatively low holding percentage and plans to promote a stock issuance project to specific investors [3]