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西藏诺迪康药业股份有限公司关于2025年第三季度业绩说明会召开情况的公告
本公司于2025年11月27日在《中国证券报》《上海证券报》《证券时报》及上海证券交易所网站 (www.sse.com.cn)披露了《关于召开2025年第三季度业绩说明会的公告》。2025年12月3日15:00一 16:00,公司董事长陈达彬先生、总经理郭远东先生、副总经理兼董秘刘岚女士、财务总监陈俊先生、 独立董事满加云先生出席了本次业绩说明会,并与投资者进行互动交流和沟通,就投资者关注的问题进 行了回复。 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。 本公司于2025年12月3日(星期三)15:00-16:00在上海证券交易所上证路演中心(网址: http://roadshow.sseinfo.com/),以网络文字互动方式召开了公司2025年第三季度业绩说明会,现将召开 情况公告如下: 一、业绩说明会召开情况 第三季度营收减少主要受销售波动影响。采取措施:第一,公司将在力争稳定新活素收入的同时,努力 提高诺、金、十、小等其他品种的销售,带来整体业绩的提升;第二,公司将继续加大研发投入与项目 引进力度,实现"内源性增长" ...
西藏药业:前三季度营业收入近21亿元 加码创新药新赛道投资布局
Core Viewpoint - Tibet Pharmaceutical (600211.SH) reported a steady performance in Q3 2025, with revenue of 2.089 billion yuan and net profit of 722 million yuan, while actively seeking new growth points through investments in innovative drug development [1][2]. Group 1: Financial Performance - In the first three quarters of 2025, Tibet Pharmaceutical achieved operating revenue of 2.089 billion yuan and a net profit attributable to shareholders of 722 million yuan, indicating stable overall performance [1]. - The company reported a non-recurring net profit of 668 million yuan, reflecting its solid financial foundation [1]. Group 2: Strategic Investments - The company made a significant investment of 60 million USD in Suzhou Ruizheng Gene Co., Ltd., marking a key highlight in its management strategy for entering the innovative drug sector [1]. - In August 2025, Tibet Pharmaceutical announced a 60 million USD equity investment in Accuredit Therapeutics Limited, acquiring a 40.82% stake, which aligns with its strategic focus on innovative drug development [1][2]. Group 3: Innovative Drug Pipeline - Ruizheng Gene is developing therapies targeting metabolic diseases, particularly in the liver disease area, addressing significant unmet clinical needs [2]. - The company is the first in China to enter exploratory clinical research for an LNP-based in vivo gene editing product and has received FDA clinical approval in the U.S. for its pipeline [2]. - The ART001 pipeline targets rare diseases, currently in Phase I/IIa clinical trials in China, and has received orphan drug designation from the FDA [2]. Group 4: Product Development and Market Strategy - The company reported sales of its product "New活素" reaching approximately 4.17 million units, generating revenue of 1.456 billion yuan, with a low market penetration rate despite a large annual incidence of heart failure patients in China [3]. - The company is actively promoting "New活素" sales and has initiated exploratory research to expand sales channels [3]. - Other products like "诺迪康" and "金罗汉" are performing well in the market, with expectations for gradual growth in market share [3]. Group 5: Additional Investments - In March 2025, the company completed a 300 million yuan equity investment in Jiangsu Chentai Pharmaceutical Technology Co., Ltd., acquiring a 13.04% stake [4]. - The drug "Zorifertinib" developed by Chentai is the first globally to conduct registration clinical trials for advanced non-small cell lung cancer with CNS metastasis, showing significant clinical value [4]. - The commercialization of Zorifertinib is underway, with preparations for negotiations regarding medical insurance, which could provide stable cash flow for the company [4].