九典制药(300705) - 九典制药投资者关系管理信息

Group 1: Product Performance and Market Position - The current status of the Loxoprofen Sodium Gel Patch in local procurement shows that it has been executed in 20 administrative regions, with provincial procurement completed in all areas except Beijing, Shanghai, and Shandong [1] - The company expects stable growth for the Loxoprofen Sodium Gel Patch over the next 2-3 years, with minimal impact on performance due to competition [2] - The market for external patches was approximately ¥203.64 billion in 2023, showing a growth rate of around 10% compared to ¥184 billion in 2022 [3] Group 2: Financial Outlook - The company anticipates a revenue growth of 10-20% for the year 2024, with a non-net profit growth of 30-40% [2] - The financial forecasts are subject to market conditions and other uncertainties, emphasizing the need for investors to remain aware of risks [2] Group 3: Production Capacity and Planning - Current production capacity meets existing demand, with plans for additional production lines to accommodate future sales needs [2] - The company has reserved workshop space for potential capacity expansion based on operational development needs [2] Group 4: Competitive Analysis - The Loxoprofen Sodium Gel Patch and Ketoprofen Gel Patch differ in active ingredients and mechanisms, with Loxoprofen Sodium being more effective for a broader range of conditions [3] - As of September 30, 2024, the Ketoprofen Gel Patch has been developed in over 800 secondary and tertiary hospitals, and more than 800 primary hospitals, totaling nearly 2,000 development endpoints [3] Group 5: Market Trends - The market share of chemical drug patches is steadily increasing, with a compound annual growth rate of approximately 9.67% in hospitals over the past three years, compared to 0.56% for traditional Chinese medicine patches [3] - The company has successfully developed the Loxoprofen Sodium Gel Patch in 450 chain stores, covering nearly 120,000 outlets as of September 2024 [3]