当前，全球核药抗肿瘤诊疗领域正以前所未有的速度迈向"诊疗一体化"时代。 作为全球仅有的四家成功实现创新核药全球商业化应用的制药企业之一，远大医药（00512）近期在核药抗肿瘤诊疗 板块接连取得里程碑式进展，标志着其全球化商业布局进一步加速： 公司自主研发的重磅全球创新放射性核素偶联药物GPN01530，近日获得美国FDA批准开展用于诊断实体瘤的I/II期临 床研究，实现了自研产品的"硬核出海"；同时，用于前列腺癌诊断的TLX591-CDx中国III期临床试验也取得了积极的 顶线结果，并成功达到了主要临床终点。 除核药领域的绝对优势外，远大医药在多个优势领域的差异化创新发展同样捷报频传： 公司近期布局的全球首款用于紧急治疗I型过敏反应的肾上腺素鼻喷雾剂Neffy （优敏速 ）近期在国内获批上市，填补 了国内院外急救市场的空白；此外，公司1.1类中药创新药GPN01360国内II期临床研究成功达到临床终点，在抑郁症 治疗中展现出显著的疗效与安全性优势，为抑郁症治疗提供了"中国方案"。 这一系列突破，不仅验证了远大医药在多赛道上的先发优势，更揭示了其以核药板块为代表的"Go Global"全球化创新 发展下更深层的 ...

Core Viewpoint - The company, Yuan Da Pharmaceutical, reported a strong performance in its 2025 interim financial results, achieving a record revenue of approximately HKD 61.1 billion, with innovative and barrier products contributing about 51% of the revenue, reflecting a year-on-year increase of nearly 15 percentage points [1][2]. Financial Performance - The company recorded a net profit of approximately HKD 11.7 billion for the first half of 2025 [1]. - Excluding the impact of centralized procurement and exchange rates, the company's revenue grew by approximately 13% year-on-year [1]. Product Development and Innovation - The company achieved 38 significant milestones in the first half of the year, including 16 innovative products, and successfully launched the world's first closed-loop nuclear medicine R&D and production base [1][17]. - The STC3141 product, aimed at treating sepsis, reached the endpoint of its domestic Phase II clinical study, showcasing the company's strong R&D capabilities [3]. Market Potential - The global sepsis treatment market is projected to reach USD 12.54 billion by 2032, with a compound annual growth rate (CAGR) of 5.58% [3]. - The company is well-positioned to capture a significant share of the eye care market, which is expected to reach RMB 116.6 billion by 2030 [5][7]. International Expansion - The company is accelerating its "Go Global" strategy, establishing a solid foundation for creating a global pharmaceutical brand [2][15]. - The nuclear medicine sector has become a key area for the company's growth, with revenues in this segment reaching approximately HKD 4.2 billion, reflecting a year-on-year increase of 106% [8][11]. Competitive Advantage - The company has developed a comprehensive product pipeline in nuclear medicine, with 15 innovative products in the R&D registration phase, positioning it as a leader in the field [8][14]. - The successful commercialization of products like the OC-01 nasal spray and GPN01768 has demonstrated the company's ability to penetrate international markets effectively [7][11]. Future Outlook - The company is expected to leverage its strong R&D capabilities and established international presence to enhance its market share in the global nuclear medicine market, projected to reach nearly USD 39 billion by 2032 [15][18]. - With a focus on innovation and global expansion, the company is poised for significant growth, driven by both domestic and international markets [17][18].