Core Insights - The company held a strategic investor communication meeting to outline its latest strategic planning, R&D progress, and long-term development blueprint [1] - The new chairman, Wu Yifang, emphasized the importance of strategic direction and management efficiency to drive the company's growth and innovation [1] Group 1: Strategic Focus - The company will implement a "dual-drive" strategy focusing on self-research, licensing, acquisitions, and capital empowerment to enrich its product pipeline and maximize commercial value [1] - The company aims to accelerate its global expansion and self-research initiatives to benefit more patients and become a leading global biopharmaceutical company [1] Group 2: Product Pipeline and Financial Projections - The company’s product pipeline in key therapeutic areas such as nephrology, infectious diseases, and autoimmune diseases is entering a critical harvest period [2] - The sales revenue for the product Neficon is projected to reach between 1.2 billion to 1.4 billion yuan for the full year, with expectations of maintaining high growth in 2026 [2] - The company plans to introduce more than three significant products in the next 6 to 12 months, with potential domestic sales peak exceeding 10 billion yuan for these new products [2]

港股创新药企云顶新耀(01952)10月21日召开公司发展战略投资者交流会。董事会荣誉主席傅唯、董事 会主席及执行董事吴以芳、执行董事及首席执行官罗永庆、执行董事、总裁及首席财务官何颖等核心管 理团队出席，系统介绍了公司最新战略规划、研发进展及中长期发展蓝图。 新董事长上任，引领公司长期发展 新任董事会主席吴以芳首次亮相会议，他将领导董事会制定公司的战略方向，为高管团队提供战略指 引，驱动与统筹管理关键战略举措的实施，涵盖战略交易、研发创新与关键利益相关方管理等，赋能提 升公司管理经营效率，加强全球布局进展，持续推动更多创新药物的研发与商业化，实现公司跨越式发 展。 会议上还透露一个信息，即云顶新耀控股股东康桥资本在短期内不会减持公司股份，表达对公司战略前 景与长期价值的坚定信心。这一表态进一步巩固了公司股东结构的稳定性，并为市场注入信心。 深化"双轮驱动"，拓展新蓝海市场 本次发展战略投资者交流会进一步明确了云顶新耀的下一阶段战略重点。公司将在"双轮驱动"战略指导 下，通过自主研发和授权引进、收购及资本赋能等方式，持续丰富产品管线，实现商业价值最大化。同 时，公司将加快推进自研出海和全球布局，造福更多患者， ...