Core Viewpoint - The company Guangdong Zhongsheng Pharmaceutical Co., Ltd. announced that its innovative drug, Angladiwei Tablets (brand name: Anruiwei), has been included in the National Medical Insurance Directory for 2025, which is expected to enhance market promotion and sales potential for the product [1][2]. Group 1: Product Information - Angladiwei Tablets are the world's first targeted drug for the PB2 subunit of the influenza A virus RNA polymerase, approved for treating adult patients with uncomplicated influenza [2]. - The drug is characterized by rapid action, strong efficacy, and low resistance, providing a cost-effective and accessible treatment option for patients [2]. Group 2: Market Impact - The inclusion of Angladiwei Tablets in the National Medical Insurance Directory is anticipated to positively impact the company's long-term operational development and market presence [2]. - Other core products of the company, including Lai Ru Te Wei Tablets and various other formulations, continue to be listed in the National Medical Insurance Directory, supporting the company's overall product portfolio [1].

格隆汇12月7日丨众生药业(002317.SZ)公告，2025年12月7日，根据国家医保局、人力资源社会保障部 发布的《关于印发以及(2025年)的通知》(医保发〔2025〕33号)，广东众生药业股份有限公司(以下简 称"公司")一类创新药物昂拉地韦片(商品名：安睿威)通过国家医保谈判，首次被纳入《国家基本医疗保 险、生育保险和工伤保险药品目录(2025年)》(以下简称"《国家医保目录》")。同时，公司核心产品来 瑞特韦片、复方血栓通胶囊、脑栓通胶囊、硫糖铝口服混悬液、羧甲司坦口服溶液、盐酸氮斯汀滴眼液 等继续入选本次《国家医保目录》。 昂拉地韦片(商品名：安睿威)是全球首款靶向甲型流感病毒RNA聚合酶PB2亚基的一类创新药，适用于 成人单纯性甲型流感患者的治疗，具有快速、强效、低耐药等特点，能够快速缓解全身流感症状、强效 抗击流感病毒，兼具低耐药性，于2025年5月获国家药监局批准上市。昂拉地韦片是公司呼吸管线的创 新药重要产品，本次成功纳入《国家医保目录》乙类范围，有望惠及更多患者，为患者提供经济、安 全、可及的用药选择。 ...

人民财讯12月7日电，众生药业（002317）12月7日公告，公司一类创新药物昂拉地韦片(商品名：安睿 威)通过国家医保谈判，首次被纳入《国家基本医疗保险、生育保险和工伤保险药品目录(2025年)》。同 时，公司核心产品来瑞特韦片、复方血栓通胶囊、脑栓通胶囊、硫糖铝口服混悬液、羧甲司坦口服溶 液、盐酸氮斯汀滴眼液等继续入选本次《国家医保目录》。 ...

每经AI快讯，12月7日，众生药业（002317）(002317.SZ)公告称，公司一类创新药物昂拉地韦片(商品 名：安睿威)通过国家医保谈判，首次被纳入《国家基本医疗保险、生育保险和工伤保险药品目录(2025 年)》。此外，公司核心产品来瑞特韦片、复方血栓通胶囊、脑栓通胶囊、硫糖铝口服混悬液、羧甲司 坦口服溶液、盐酸氮斯汀滴眼液等继续入选本次《国家医保目录》。 ...

Core Viewpoint - Yipinhong (300723) has received approval from the National Medical Products Administration for its oral solution of L-carnitine, indicating a significant step in expanding its product portfolio in the pharmaceutical market [1] Group 1: Product Approvals - Yipinhong's subsidiary has obtained a drug registration certificate for L-carnitine oral solution, which is indicated for primary systemic carnitine deficiency and related symptoms [1] - The approved L-carnitine oral solution is classified as a Category B product under the national medical insurance, with an estimated sales scale of approximately 1.257 billion yuan in 2024 [1] - In addition to L-carnitine, Yipinhong has received approvals for several other drugs, including escitalopram oxalate drops (estimated sales of 1.88 billion yuan in 2024) and clindamycin palmitate ester granules (estimated sales of 100 million yuan in 2024) [2][2] - The company has also received approval for oseltamivir phosphate capsules, which are used for the treatment and prevention of influenza in adults and children [2] Group 2: Innovative Drug Development - Yipinhong has disclosed that its innovative drug APH03621, a GnRH receptor antagonist for endometriosis treatment, has received clinical trial registration acceptance [3] - The company is advancing its gout drug AR882, with global Phase III clinical trials expected to complete enrollment by August 2025, and data from these trials anticipated in 2026 [3]

Core Viewpoint - The company reported a significant decline in performance for 2024, with a revenue of 2.467 billion yuan, down 5.48% year-on-year, and a net loss of 299 million yuan, marking a drastic shift from a profit of 263 million yuan in the previous year [1][4][10] Revenue and Profitability - The company's revenue has been on a downward trend since 2022, with figures of 2.676 billion yuan in 2022, 2.611 billion yuan in 2023, and 2.467 billion yuan in 2024 [2] - The traditional Chinese medicine segment generated 1.318 billion yuan, accounting for 53.93% of total revenue, while chemical drugs contributed 899 million yuan, or 36.81% [2] - The average price of the core product, Compound XueShuanTong series, dropped by 52% after entering national procurement, leading to a revenue decrease of approximately 120 million yuan despite an 18% increase in sales volume [3] Business Segments - The company is undergoing a transformation from traditional Chinese medicine to an innovative pharmaceutical company, focusing on three main business areas: traditional Chinese medicine, chemical drugs, and innovative drugs [1][10] - The chemical generic drug sector is being refined, with six products approved in 2024, while the raw materials and intermediates segment saw a revenue drop of 26.98% to 30.49 million yuan [3][5] R&D and Innovation - The company has a strong commitment to R&D, with a research expense ratio of 10.68% in 2024, despite a decrease from 12.5% in 2023 [8] - The company has halted several clinical projects, resulting in a one-time impairment loss of 207 million yuan, reflecting a focus on core pipelines [8][9] - The innovative drug RAY1225 is projected to generate significant sales in the diabetes and obesity management market, with estimated contributions of 1.369 billion yuan for diabetes and 700 million yuan for weight management by 2033 [9] Asset Management and Impairment - The company recorded an asset impairment loss of 547 million yuan in 2024, primarily due to goodwill impairment related to subsidiaries and R&D projects [6][7] - The goodwill value at the end of 2024 was 318 million yuan, significantly reduced from 530 million yuan in 2023, indicating challenges in integrating acquired assets [6][7] Market Position and Future Outlook - The company is positioned in a critical transition phase, aiming to redefine its industry status and enhance its innovative capabilities [1][10] - The next 2-3 years are crucial for the company to validate its innovative drug commercialization capabilities, with potential risks if core projects face obstacles [10]