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森萱医药(830946) - 关于投资者关系活动记录表的公告
SENXUANSENXUAN(BJ:830946)2024-11-18 12:28

Group 1: Company Overview and Market Position - Jiangsu Senxuan Pharmaceutical Co., Ltd. has a securities code of 830946 and is known as Senxuan Pharmaceutical [1] - The company is focusing on a dual market strategy, targeting both domestic and international markets with a goal of 50% market share in each [6] Group 2: Product Development and Market Trends - The company has completed the construction phase of its 40 tons of Lopinavir and 60 tons of Rufinamide raw material projects, with market approval expected by 2025 [6] - The market for Lopinavir is competitive, especially after the COVID-19 pandemic, with many new entrants increasing competition [6] - The company plans to launch 1 to 2 new raw material drug varieties each year, focusing on high-value and low-investment products in the antiviral and antitumor fields [8] Group 3: Pricing and Procurement Strategies - The company does not directly participate in centralized procurement but is affected by it, particularly for its Fluorouracil raw material, which has seen price declines due to procurement policies [7] - The company aims to stabilize its performance by enhancing product quality and expanding registration breadth in response to price pressures [7] Group 4: International Market and Registration - The company has successfully registered six raw materials in Europe, including Fluorouracil and Rufinamide, with stable commercial orders expected to grow [8] - The overseas market strategy focuses on high-end products, leveraging quality and regulatory support to compete against lower-priced Indian products [9] Group 5: Financial Performance and Profit Margins - The gross margin for raw materials is lower in overseas markets compared to domestic markets due to a mix of high-end and low-end sales [13] - The domestic market benefits from a more stable competitive environment, leading to higher gross margins [13] Group 6: Future Development Focus - The company will continue to focus on four main business areas: refining raw materials, expanding new materials, specializing in intermediates, and developing innovative and generic drugs [14] - Increased investment in R&D is planned to maintain stable growth and enhance competitive advantages [14]