证券日报网讯 普洛药业11月25日在互动平台回答投资者提问时表示，公司丁二磺酸腺苷蛋氨酸肠溶片 于2024年11月获批，目前在京津冀"3+N"联盟和广东联盟中已中标，正处于快速拓展市场中。 （编辑 袁冠琳） ...

（文章来源：每日经济新闻） 普洛药业（000739.SZ）11月25日在投资者互动平台表示，公司丁二磺酸腺苷蛋氨酸肠溶片于2024年11 月获批，目前在京津冀"3+N"联盟和广东联盟中已中标，正处于快速拓展市场中。 每经AI快讯，有投资者在投资者互动平台提问：公司丁二磺酸苷蛋氨酸肠溶片，因为是天然生理活性 分子，药理作用机制明确，安全性高，临床疗效好，作为值得推广的首选肝病治疗药物，获批上市一年 多，市场推广和销售情况如何？ ...

Core Viewpoint - Jin Cheng Pharmaceutical reported a revenue of 1.932 billion and a net profit of 31.577 million for the first three quarters of 2025, highlighting short-term performance pressure due to industry conditions but showcasing improvements in financial structure, core business breakthroughs, and increased institutional recognition, indicating the long-term value of strategic layout is gradually emerging [1][2]. Financial Performance - The company achieved a revenue of 1.932 billion and a net profit of 31.577 million in the first three quarters of 2025 [1]. - The asset-liability ratio decreased to 27.69% by the end of the third quarter, down from 31.63% at the end of 2024, marking a significant decline of 3.94 percentage points [1]. Shareholder Structure - The investment value of the company has been highly recognized by professional institutions, with new entries from national social security funds in the top ten circulating shareholders, indicating market confidence in the company's long-term development logic [1]. Strategic Business Development - The company has focused on high-end pharmaceutical chemicals, synthetic biology, women's health technology, and high-end anti-infection fields, forming a strategic development layout supported by five major areas [2]. - Jin Cheng Pharmaceutical has actively participated in various provincial and national centralized procurement efforts, leading to significant sales growth in its biological and specialty raw materials segment [2]. Research and Development Achievements - The company has accelerated the transformation of R&D results, with multiple product registrations and certifications both domestically and internationally, including the approval of various formulations and raw materials [3]. - Jin Cheng Pharmaceutical plans to continue focusing on the five major areas of "pharmaceutical chemicals, synthetic biology, women's health technology, high-end anti-infection, and new tobacco," aiming to enhance business boundaries and increase industry added value [3].

Core Viewpoint - After parting ways with Pfizer, Zhejiang Haizheng Pharmaceutical Co., Ltd. is facing significant challenges in its development despite recent approval for its active pharmaceutical ingredient, fumarate bedaquiline [2] Group 1: Company Background - Haizheng Pharmaceutical, founded in 1956 and listed in 2000, is a state-controlled comprehensive pharmaceutical group with a diverse portfolio including chemical drugs, biological drugs, and veterinary drugs [3] - The company’s core products include the self-developed first-class new drug Haibomab, a cholesterol absorption inhibitor, and other medications for liver bile accumulation treatment [3] Group 2: Partnership with Pfizer - The partnership with Pfizer began in September 2012, creating Haizheng Pfizer Pharmaceutical Co., Ltd. with a total investment of $295 million, where Haizheng held a 51% stake [3][4] - Initially, the collaboration was beneficial, significantly boosting Haizheng's revenue through the exclusive production of off-patent antibiotics [4] - However, production issues at Pfizer's overseas factories led to a significant revenue drop, and by 2017, Pfizer completely exited the partnership [4] Group 3: Financial Performance - Haizheng Pharmaceutical has experienced a continuous decline in revenue from 2022 to 2024, with year-on-year decreases of 0.82%, 13.82%, and 5.65% respectively [5][6] - In Q1 2025, the company reported revenue of 2.632 billion yuan, a 3.48% decrease year-on-year, and a net profit of 194 million yuan, down 21.85% [5] Group 4: Market Challenges - The company’s performance has been adversely affected by centralized procurement policies, leading to a significant reduction in market share for key products [6] - In 2023, the revenue from self-operated pharmaceutical preparations decreased by 10.41 billion yuan, indicating a substantial impact from procurement policies [6] Group 5: Innovation and R&D - Haizheng's self-developed drug Haibomab has shown promising sales growth, reaching over 400 million yuan in 2023, with potential peak sales estimated at 1.954 billion yuan [7] - The company has recently received approval for HS387, targeting advanced ovarian cancer and non-small cell lung cancer, but faces intense competition in these markets [8] - R&D investment has fluctuated, with 2024's R&D expenditure at 416 million yuan, representing 4.25% of revenue, indicating a focus on innovation despite financial pressures [10] Group 6: Future Prospects - The approval of fumarate bedaquiline is a positive development, but the company faces challenges in scaling production and market entry [9] - The overall effectiveness of Haizheng's R&D platforms and the impact of past collaborations with Pfizer on current innovation efforts remain uncertain [10]

近日，浙江海正药业股份有限公司（以下简称"公司"或"海正药业"）收到国家药品监督管理局（以下简 称"国家药监局"）核准签发的丁二磺酸腺苷蛋氨酸肠溶片《药品补充申请批准通知书》，公司药品丁二 磺酸腺苷蛋氨酸肠溶片已通过仿制药质量和疗效一致性评价。现就相关情况公告如下： 一、药品的基本情况 药品名称：丁二磺酸腺苷蛋氨酸肠溶片 剂型：片剂 证券代码：600267 证券简称：海正药业 公告编号：临2025-26号 浙江海正药业股份有限公司 关于公司药品通过仿制药一致性评价的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 原药品批准文号：国药准字H20133197 申请内容：仿制药质量和疗效一致性评价 规格：0.5g(按C??H??N?O?S+计) 注册分类：化学药品 上市许可持有人：浙江海正药业股份有限公司 生产企业：浙江海正药业股份有限公司 受理号：CYHB2450105 通知书编号：2025B01724 审批结论：根据《中华人民共和国药品管理法》、《国务院关于改革药品医疗器械审评审批制度的意 见》(国发〔2015〕44号)和 ...

Core Viewpoint - The company has successfully passed the consistency evaluation of the quality and efficacy of its generic drug, Adenosine Methionine Disulfate Enteric-Coated Tablets, which is indicated for cholestasis due to liver cirrhosis [1] Group 1: Product Information - The drug is suitable for pre-cirrhosis and cholestasis caused by liver cirrhosis [1] - The original product was developed by Abbott Laboratories [1] Group 2: Market Potential - The global sales forecast for the drug in 2024 is approximately $170 million, with domestic sales expected to be around $38.4 million [1] - The company's projected sales for 2024 are about 145 million RMB [1]