三生国健(688336) - 投资者关系活动记录表（2024年10月23-28日）

Group 1: Company Performance Overview - In the first three quarters of 2024, the company achieved a revenue of 939 million CNY, representing a year-on-year growth of 28.58% [2] - Major product revenue reached 778 million CNY, with a year-on-year increase of 19.34% [2] - The net profit attributable to shareholders was 233 million CNY, reflecting a year-on-year growth of 42.18% [2] - Research and development investment totaled 354 million CNY, up 54.07% year-on-year, with R&D expenses increasing by 41.50% [2] Group 2: Clinical Development Progress - The anti-IL-17A monoclonal antibody ("608") has completed Phase III clinical trials for moderate to severe plaque psoriasis [3] - The anti-IL-5 monoclonal antibody ("610") is currently enrolling patients in Phase III clinical trials for severe eosinophilic asthma [3] - The anti-IL-1β monoclonal antibody ("613") has completed Phase III trials for acute gouty arthritis [3] Group 3: Market Insights and Competitive Landscape - The domestic asthma prevalence rate among individuals aged 20 and above is 4.2%, equating to approximately 46 million asthma patients, with 8-10% classified as severe asthma [5] - The overall prevalence of hyperuricemia in China is 14%, affecting around 197 million people, with over 14.66 million diagnosed with gout [8] - The market for IL-1β treatments is competitive, with key players including the company and Jinsai Pharmaceutical [9] Group 4: Future Strategies and Focus Areas - The company plans to prioritize business development (BD) efforts in the coming year, focusing on large molecules through internal R&D and seeking licensing opportunities for small molecules [7] - The company aims to submit the NDA for the IL-17A project by the end of the year, positioning itself as the third domestic player in this space [4]