双鹭药业(002038) - 双鹭药业投资者关系管理信息

Financial Performance - The company's revenue and profit showed significant fluctuations in the first three quarters of 2024, primarily due to large fair value changes in financial assets and a high base from the previous year due to the flu outbreak [1][2] - The overall income and profit trends for the first three quarters are declining, and this trend is expected to continue throughout the year [2] - The company anticipates an improvement in performance next year, as most of the products participating in national procurement are newly launched and should not be negatively impacted by significant price drops [2] Product Development and Pipeline - The company has received approval for four new chemical drugs and has three drugs that have passed consistency evaluations [1] - New products in the health sector, including popular anti-aging products like alpha-lipoic acid and probiotics, are expected to be launched by the end of the year [2][3] - The company has submitted applications for several products, including recombinant human follicle-stimulating hormone injection and dasatinib tablets, with hopes that these will offset the impact of price reductions from procurement [4] Market Strategy and Response to Price Cuts - The company is implementing multiple strategies to mitigate the negative impacts of price cuts from procurement, including developing new potential products and reducing reliance on hospital sales by increasing the proportion of oral products [3] - The company has successfully opened stable e-commerce sales channels, enhancing its marketing strategies [3] - Future products entering procurement are expected to have a smaller market share, and the company plans to adopt a strategy of gaining market share through pricing [2][3] Investment and Partnerships - The company has invested in several firms, including Shouyao Holdings and Xinghao Pharmaceutical, and plans to hold these investments long-term due to their promising development [3] - The company maintains a value investment philosophy, focusing on quality investments and adjusting shareholding ratios based on future developments [3] Regulatory Compliance - The company strictly adheres to information disclosure regulations during investor relations activities, ensuring no significant undisclosed information leaks occurred [4]