Core Viewpoint - The company, Aidi Pharmaceutical (688488.SH), has announced a strong performance forecast for the fiscal year 2025, highlighting significant revenue growth and a substantial reduction in losses, driven by its dual strategy of "HIV new drugs + human-derived proteins" [1][3] Financial Performance - The company expects a total revenue of approximately 721.01 million yuan for 2025, representing an increase of about 303.21 million yuan, or 72.57% year-on-year [1] - The core product, the innovative anti-HIV drug business, is projected to generate revenue of 285.31 million yuan, reflecting a year-on-year surge of 90.34% [1] - The subsidiary, Nanda Pharmaceutical, is anticipated to contribute approximately 299.84 million yuan in revenue, with a year-on-year increase of 227.38% [2] Loss Reduction and Profitability - The expected net loss attributable to the parent company is estimated to be between 16 million and 24 million yuan, a reduction of approximately 125.20 million to 117.20 million yuan compared to the previous year, marking a decline in loss margin of 88.67% to 83.00% [2] - The adjusted net loss, excluding non-recurring items, is projected to be between 17.20 million and 25.20 million yuan, also showing a significant reduction from the previous year [2] Strategic Initiatives - The impressive performance is attributed to the company's focus on core sectors and the effective implementation of its dual strategy, which has led to a notable increase in gross profit from core operations by approximately 267 million yuan [3] - The company is enhancing its academic promotion efforts and optimizing its commercialization channels to accelerate the market penetration of its core products [3] - Aidi Pharmaceutical is advancing its innovative drug pipeline, with ongoing clinical trials for new HIV integrase inhibitors and long-acting pre-exposure prophylaxis drugs, which are expected to drive long-term growth [3]

1月25日，艾迪药业发布业绩预告称，预计2025年度实现归母净利润约-1600万元到-2400万元，亏损幅度同比下降约88.67%至83%，但仍将录得连续五年 亏损。 值得一提的是，艾迪药业上市后已经连续四年亏损。2021年至2024年，公司归母净利润分别亏损2998.56万元、1.24亿元、7606.95万元和1.41亿元。 其中，抗HIV创新药收入预计为2.85亿元，同比预计增加90.34%；控股子公司南大药业的收入预计为3亿元，报表合并口径同比预计增加227.38%。 资料显示，艾迪药业创立于2009年，于2020年在上交所科创板上市，公司以抗艾滋病药物为核心发展领域，同时发挥人源蛋白领域的竞争优势，积极探 索、研发和销售创新性药物。 同日，艾迪药业发布补缴税款的公告，根据扬州市税务部门的通知，公司需补缴税款共计约1995.20万元，公司将按照要求于15日内将上述税款全部缴纳 完毕。本次补缴税款不涉及滞纳金，不涉及行政处罚。 根据《企业会计准则第28号——会计政策、会计估计变更和差错更正》相关规定，上述补缴税款事项不属于前期会计差错，不涉及前期财务数据追溯调 整。公司补缴税款计入2025年当期损益，预计 ...

Core Viewpoint - Eddie Pharmaceutical (688488) forecasts a net profit loss of approximately 16 million to 24 million yuan for the year 2025, with a year-on-year decrease in loss margin of about 88.67% to 83% [1] Financial Performance - The primary reason for the change in net profit is attributed to an increase in revenue from innovative anti-HIV drugs and the operational data from the merger with Nanda Pharmaceutical, leading to a gross profit increase of approximately 267 million yuan compared to the previous year [1] - Sales expenses for the reporting period increased by approximately 92 million yuan compared to the previous year due to intensified promotion of new drugs and the operational data from the merger with Nanda Pharmaceutical [1]

Core Viewpoint - Eddie Pharmaceuticals (688488.SH) expects a significant reduction in losses for the fiscal year 2025, with projected revenues increasing substantially compared to the previous year [1] Financial Performance - The company anticipates total revenue for 2025 to be approximately 721.01 million yuan, an increase of about 303.21 million yuan or 72.57% year-on-year [1] - Revenue from innovative anti-HIV drugs is expected to reach approximately 285.31 million yuan, reflecting a year-on-year increase of 90.34% [1] - The revenue from the subsidiary Nanjing Nanda Pharmaceutical Co., Ltd. is projected to be around 299.84 million yuan, with a year-on-year increase of 227.38% [1] Profitability Outlook - The company forecasts a net loss attributable to shareholders of approximately 16.00 million to 24.00 million yuan for 2025, which represents a reduction in losses of about 125.20 million to 117.20 million yuan, translating to a year-on-year decrease in loss margin of approximately 88.67% to 83.00% [1] - The expected net loss attributable to shareholders, excluding non-recurring gains and losses, is projected to be around 17.20 million to 25.20 million yuan, indicating a reduction in losses of approximately 131.25 million to 123.25 million yuan, with a year-on-year decrease in loss margin of about 88.41% to 83.02% [1]

格隆汇1月25日丨艾迪药业(688488.SH)公布，预计公司2025年度全年营业收入约72,101.19万元，较上年 度相比，将增加约30,320.72万元，同比增加约72.57%；其中，抗HIV创新药收入预计为28,531.45万元， 同比预计增加90.34%；控股子公司南京南大药业有限责任公司（以下简称"南大药业"）的收入预计为 29,983.93万元，报表合并口径同比预计增加227.38%（注：公司自2024年9月开始合并南大药业经营数 据，南大药业对比口径中2024年为9至12月数据，2025年为全年数据）； 预计2025年度实现归属于母公司所有者扣除非经常性损益后的净利润约-1,720.00万元到-2,520.00万元， 较上年度相比，将减少亏损约13,124.54万元至12,324.54万元，亏损幅度同比下降约88.41%至83.02%。 预计2025年度实现归属于母公司所有者的净利润约-1,600.00万元到-2,400.00万元，较上年度相比，将减 少亏损约12,520.43万元至11,720.43万元，亏损幅度同比下降约88.67%至83.00%； ...

艾迪药业公告称，预计2025年度营收约72,101.19万元，同比增加约72.57%，其中抗HIV创新药收入预计 28,531.45万元，同比增90.34%，南大药业收入预计29,983.93万元，报表合并口径同比增227.38%。预计 归属于母公司所有者的净利润约-1,600.00万元到-2,400.00万元，亏损幅度同比下降约88.67%至83.00%； 扣非净利润约-1,720.00万元到-2,520.00万元，亏损幅度同比下降约88.41%至83.02%。主要因主营业务毛 利增加、销售费用支出增加。 ...