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云南白药(000538.SZ):公司INR101诊断核药项目,已启动Ⅲ期临床试验
Ge Long Hui· 2025-12-15 15:45
答:公司INR101诊断核药项目,已启动Ⅲ期临床试验,完成32家研究中心立项,启动其中22家,并入组 60例受试者;INR102治疗核药项目,获得临床试验通知书,I期临床试验研究中心已启动,研究者发起 临床试验(ⅡT)完成12例患者入组及给药。 格隆汇12月15日丨云南白药(000538.SZ)在投资者关系中表示,有被问到:公司核药的研发进展如何? ...
云南白药(000538.SZ):公司INR101诊断核药项目已启动Ⅲ期临床试验
Ge Long Hui· 2025-12-12 13:56
格隆汇12月12日丨云南白药(000538.SZ)在投资者关系中表示,有被问到:公司核药研究进展如何? 答:公司INR101诊断核药项目,已启动Ⅲ期临床试验,完成32家研究中心立项,启动其中22家,并入组 60例受试者;INR102治疗核药项目,获得临床试验通知书,I期临床试验研究中心已启动,研究者发起 临床试验(ⅡT)完成12例患者入组及给药。 ...
A股多家头部中药企业增收不增利
Core Viewpoint - The traditional Chinese medicine (TCM) industry is experiencing structural opportunities amid policy promotion, price adjustments, technological innovations, and differentiated demand, with mixed performance among leading companies in the sector [1] Revenue and Profit Analysis - Yunnan Baiyao achieved both revenue and net profit growth, reporting revenue of 21.257 billion yuan, up 3.92%, and a net profit of 3.633 billion yuan, up 13.93%, marking a historical high for the period [2][6] - In contrast, Pizhou Huang experienced declines in both revenue and net profit, with revenue of 5.379 billion yuan, down 4.81%, and a net profit of 1.442 billion yuan, down 16.22%, marking its first revenue decline since its listing in 2003 [2][6] - Other companies like Huayuan Sanjiu, Tongrentang, and Baiyunshan reported revenue growth without corresponding profit increases, with Baiyunshan's revenue at 41.835 billion yuan, up 1.93%, but net profit down 1.31% to 2.516 billion yuan [2][8] Industry Trends - The TCM industry is transitioning from resource dependence to quality orientation, with enhanced quality control of medicinal materials [3] - The industry is undergoing deep price adjustments, with supply chains facing both pressure and restructuring, leading to a differentiated pricing landscape for medicinal materials [3] Innovation and R&D Focus - Innovation is emphasized as a core driver for growth in the pharmaceutical industry, with major TCM companies focusing on various aspects of research and development [10] - Yunnan Baiyao is actively pursuing projects in innovative drug development and has over 160 ongoing projects, including several innovative drugs in clinical trials [10][11] - Huayuan Sanjiu has increased its R&D investment by 68.99% to 662 million yuan, with a total of 205 projects in progress, following its acquisition of a 28% stake in Tian Shili [11] Future Outlook - The ability of these companies to convert their strategic innovations and R&D efforts into performance growth remains to be seen, with expectations for future developments in the TCM sector [12]