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九典制药(300705) - 300705九典制药投资者关系管理信息20250929
2025-09-29 09:50
投资者关系活动记录表 编号:2025-23 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 其他 | | 参与单位名称及 人员姓名 | 华夏基金、开源证券机构投资者代表共 2 人 | | 时间 2025 | 年 9 月 29 日下午 3:30-4:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理兼董事会秘书:曾蕾 | | 员姓名 | 证券事务代表:甘荣 | | | 主要采用解答投资者提问的方式进行,主要问题回复如下: | | | 1、创新药转型的战略布局如何? | | | 回复:公司目前全面转型聚焦创新药研发,在化药与中 | | | 药创新药领域均有布局,其中以化药创新药为核心发展方向。 | | | 在适应症上,公司重点聚焦两大领域:一是疼痛领域,主要 | | | 研发多肽药物与小分子药物;二是肿瘤领域,专注于 PDC 药 | | 投资者关系活动 | 物研发。中药创新药目前有椒七止痛凝胶贴膏已申报生产并 | | 主要内容介绍 | 受理,JIZM0 ...
研报掘金丨天风证券:维持九典制药“买入”评级,拓展外用制剂管线+加速创新药转型
Ge Long Hui A P P· 2025-09-19 09:25
天风证券研报指出,九典制药2025H1实现归母净利润2.91亿元(YoY+2.57%),2025年单二季度实现归 母净利润1.66亿元(YoY+4.54%),上半年业绩增速符合预期。截至2025年上半年,公司已拥有7款外 用制剂药品注册证书,在研外用制剂产品超20个,主要产品包括洛索洛芬钠凝胶贴膏、酮洛芬凝胶贴 膏、消炎解痛巴布膏、利丙双卡因乳膏、克霉唑阴道片等。随着未来新品逐渐上市销售,叠加老龄化日 益严重、经皮给药市场需求增加的外部环境驱动,公司在外用制剂板块有望持久续航。公司布局化药与 中药创新药,其中以化药创新药为核心发展方向,重点聚焦疼痛领域(主要研发多肽药物与小分子药 物)与肿瘤领域(专注PDC药物研发)。基于洛索洛芬钠凝胶贴膏竞争格局变化,调整盈利预测,维 持"买入"评级。 ...
调研速递|湖南九典制药接受易格私募等2家机构调研 透露多项关键要点
Xin Lang Cai Jing· 2025-09-12 14:29
Group 1 - The company conducted a specific investor research activity on September 12, 2025, with representatives from Yige Private Equity Fund and Yongxing Securities [1] - The expected price drop for the Loxoprofen Sodium Gel Patch in the upcoming collective procurement is currently unestimated due to the absence of formal rules for the 11th batch [1] - The company plans to invest between 250 million to 300 million yuan in R&D for the year 2025, with projected revenue growth of 10-20% and net profit growth of 10-20% year-on-year [1] Group 2 - The company aims to achieve its annual targets by focusing on promoting new products, enhancing market education, and optimizing product positioning [1] - The JIJ02 gel is expected to complete Phase I clinical trials in the first half of next year and initiate Phase II trials [1] - The company holds an optimistic view on the market prospects for the anti-inflammatory pain relief patch, anticipating increased demand due to the aging population and the growing chronic pain patient demographic [1] Group 3 - The Loxoprofen Sodium Gel Patch and Ketoprofen Gel Patch are both external non-steroidal anti-inflammatory drugs, but they differ in active ingredients and mechanisms of action [1] - The Loxoprofen Sodium Gel Patch has a higher drug loading capacity and broader indications, while the Ketoprofen Gel Patch offers better drug permeability and a more comprehensive mechanism of action [1]
九典制药(300705) - 300705九典制药投资者关系管理信息20250912
2025-09-12 13:47
Group 1: Company Overview and Financial Projections - The company, Hunan Jiutian Pharmaceutical Co., Ltd., is involved in the integrated development of formulations, raw materials, and pharmaceutical excipients [1] - R&D expenses for 2025 are projected to be between CNY 250 million and CNY 300 million [2] - Expected revenue growth for 2025 is projected at 10-20%, with non-recurring net profit also expected to grow by 10-20% [2] Group 2: Market Strategy and Product Development - The company plans to enhance market penetration of new products through market education and optimized product positioning [3] - There will be a focus on promoting the OTC channel and expanding the product matrix to boost sales of the anti-inflammatory plaster [5][6] - The JIJ02 gel is expected to complete Phase I clinical trials in the first half of next year and initiate Phase II trials [4] Group 3: Product Comparison and Market Outlook - The difference between Loxoprofen Sodium Gel and Ketoprofen Gel lies in their active ingredients and mechanisms of action, with Loxoprofen being more suitable for a wider range of conditions [6] - The aging population is expected to increase the demand for transdermal drug delivery products, positively impacting market growth [6]
九典制药(300705):公司信息更新报告:业绩增长稳健,持续加码创新管线布局
KAIYUAN SECURITIES· 2025-08-29 13:43
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has shown steady revenue growth, with a 10.67% year-on-year increase in revenue for the first half of 2025, reaching 1.512 billion yuan, and a net profit of 291 million yuan, up 2.57% year-on-year [5] - The company is actively enhancing its innovation pipeline, including the acquisition of the antibacterial peptide new drug JIJ02 gel for 90 million yuan, which is currently in clinical phase I and aims to treat common acne [6] - The company is undergoing a product structure adjustment, leading to revised profit forecasts for 2025-2027, with expected net profits of 570 million, 642 million, and 731 million yuan respectively [5] Financial Summary - For the first half of 2025, the gross margin was 74.58%, an increase of 1.44 percentage points, while the net margin was 19.27%, a decrease of 1.53 percentage points [5] - The company’s revenue from drug formulations in the first half of 2025 was 1.247 billion yuan, reflecting a 14.86% increase, with strong sales of products like Loxoprofen sodium gel patches [5] - The projected earnings per share (EPS) for 2025-2027 are 1.14, 1.28, and 1.46 yuan per share, with corresponding price-to-earnings (P/E) ratios of 16.2, 14.4, and 12.6 times [5][8]
九典制药(300705) - 300705九典制药投资者关系管理信息20250825
2025-08-25 14:26
Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.512 billion yuan, a year-on-year increase of 10.67% [2] - Net profit attributable to shareholders was 291 million yuan, up 2.57% year-on-year [2] - Deducting non-recurring gains and losses, the net profit was 283 million yuan, reflecting a growth of 10.74% [2] Business Segments - The external preparation segment generated sales of 836 million yuan, a growth of 16.96%, driven by the increasing volume of Loxoprofen Sodium Gel and Ketoprofen Gel [3] - The oral preparation segment reported sales of 411 million yuan, a year-on-year increase of 10.80%, primarily due to the rapid growth of Dapagliflozin tablets [3] - The raw materials and plant extracts segment achieved sales of 255 million yuan, remaining stable compared to the previous year [3] Innovation and R&D - The newly introduced innovative drug JIJ02 Gel has broad-spectrum antibacterial properties and low resistance potential, expected to enhance treatment efficacy [4] - The company is focusing on innovative drug development in both chemical and traditional medicine, with a particular emphasis on pain and oncology [4] - R&D expenses for 2025 are projected to be between 250 million and 300 million yuan, with revenue growth expected to be between 10-20% [4] Market Strategy - The company plans to enhance the market presence of its products through strategic acquisitions and the introduction of quality products [8] - The sales strategy for Loxoprofen Sodium Gel is being adjusted to increase resources for the external market and strengthen internal sales team assessments [6] - The company is actively pursuing overseas patent applications for JIJ02 Gel, which has been fully transferred without retained backend shares [8] Future Outlook - The company anticipates the approval of several new products in 2025, including Indomethacin Gel and Fluorobufen Gel [7] - The market expansion for the anti-inflammatory pain relief patch is progressing as planned, with expectations for increased sales over time [4]
九典制药:公司高端制剂研发产业园目前已投产
Group 1 - The company Jiujian Pharmaceutical has launched its high-end formulation R&D industrial park, which is now in production [1] - The products currently produced include Loxoprofen Sodium Gel Patch, Ketoprofen Gel Patch, Pantoprazole Sodium Enteric-coated Tablets, Dapagliflozin Tablets, and Rosuvastatin Calcium Tablets [1] - The production capacity after launch is sufficient to meet current market demand [1]
九典制药:泰康资产、中邮证券等多家机构于7月30日调研我司
Zheng Quan Zhi Xing· 2025-07-31 01:13
Core Viewpoint - The company, Jiutian Pharmaceutical, is actively engaged in the research, development, and sales of pharmaceutical products, with a focus on expanding its product offerings and market presence through innovation and internationalization efforts [1][8]. Group 1: Product Development and Market Strategy - Jiutian Pharmaceutical is currently in the information reporting phase for the 11th batch of centralized procurement for its drug, Loxoprofen Sodium Gel Patch, and cannot estimate the price reduction at this stage [2]. - The company has six external preparations already on the market and expects to gain approval for additional products, including Indomethacin Gel Patch and Flurbiprofen Gel Patch, by 2025, with further products anticipated in 2026 [3]. - The company has developed a new sales strategy for Ketoprofen Gel Patch, which was approved in 2023 and has entered the national medical insurance directory, focusing on increasing resources for the outpatient market and enhancing internal sales team assessments [5]. Group 2: International Expansion and Innovation - Jiutian Pharmaceutical has made progress in exporting its formulations, having developed 46 international clients, with successful exports to Ecuador and preparations for registration in Costa Rica [4]. - The company is also focusing on innovation, with a new product, Pepper Seven Pain Relief Gel Patch, classified as a Class 1 innovative drug, and has entered into a technology transfer agreement for antimicrobial peptides to enhance its drug development capabilities [6]. Group 3: Financial Performance and R&D Investment - In the first quarter of 2025, Jiutian Pharmaceutical reported a main revenue of 696 million yuan, a year-on-year increase of 17.79%, and a net profit of 126 million yuan, reflecting a slight increase of 0.08% [8]. - The company plans to invest 261 million yuan in R&D in 2024, which represents 8.91% of its operating income, and aims to maintain this investment ratio to ensure continuous output and enhance its competitive edge [7]. Group 4: Earnings Forecast - Recent earnings forecasts indicate that Jiutian Pharmaceutical's net profit is expected to reach approximately 677 million yuan in 2025, with projections of 775 million yuan in 2026 and further growth anticipated in 2027 [11].
九典制药(300705) - 300705九典制药投资者关系管理信息20250730
2025-07-30 14:30
Group 1: Investor Relations Activity - The investor relations activity involved a meeting with representatives from Taikang Asset and China Post Securities, held on July 30, 2025 [2] - The meeting was led by the Deputy General Manager and Board Secretary, Zeng Lei, along with the Securities Affairs Representative, Gan Rong [2] Group 2: Product Development and Market Strategy - The company is currently in the information reporting stage for the collection of the eleventh batch of the drug Loxoprofen Sodium Gel Patch, with no specific price reduction estimates available yet [2] - The company has six external preparations already on the market and expects to gain approval for additional products, including Indomethacin Gel Patch and Flurbiprofen Gel Patch in 2025, and Ketoprofen Patch and others in 2026 [2][3] - The company has made progress in export development, with 46 clients engaged, including successful exports of Nitazoxanide Tablets to Ecuador and preparations for the registration of Ketoprofen Gel in Costa Rica [4] Group 3: Sales Expectations and Brand Strategy - The Ketoprofen Gel Patch was approved for market entry in 2023 and is included in the national medical insurance directory, with optimistic market prospects and a new sales strategy focusing on outpatient markets [5] - The company aims to strengthen its internal sales team assessments to enhance the "Jiu Yue" brand of patches [5] Group 4: Innovation and R&D Investment - The company is developing a Class 1 innovative drug, Pepper Seven Pain Relief Gel Patch, and has entered into a technology transfer agreement for antibacterial and anti-inflammatory peptides [6] - In 2024, the company plans to invest CNY 261 million in R&D, representing 8.91% of its revenue, with a commitment to maintain this investment ratio for sustained innovation and market competitiveness [7]
九典制药:公司治疗关节痛的药品有洛索洛芬钠凝胶贴膏等产品
Zheng Quan Ri Bao Wang· 2025-07-29 11:50
Group 1 - The company, Jiutian Pharmaceutical, has responded to investor inquiries regarding its products for treating joint pain, which include Loxoprofen Sodium Gel Patches, Ketoprofen Gel Patches, Anti-inflammatory Pain Relief Plasters, and Ketoprofen Gel [1] - The company also offers antipyretic medications such as Loxoprofen Sodium Tablets and Loxoprofen Sodium Oral Solutions [1]