九典制药(300705) - 九典制药投资者关系管理信息

Group 1: Sales Performance - The total sales revenue of the transdermal patch for the first three quarters reached 1.169 billion CNY, an increase of 6.46% year-on-year, with sales volume growing by 60.63% [2] - The sales revenue for the third quarter was 462 million CNY, representing a year-on-year growth of 15.57%, with sales volume increasing by 80.13% [2] - The hospital sales revenue for the third quarter increased by 8.47% year-on-year, while the sales volume grew by 73.02% [2] Group 2: Future Outlook - The company expects a revenue growth of 10-20% for the fiscal year 2024, with a non-net profit growth of 30-40% [3] - The company anticipates that the transdermal patch will maintain a stable growth trajectory over the next 2-3 years, driven by the increasing demand from chronic pain patients [3] - The introduction of new products, such as the flurbiprofen and indomethacin transdermal patches, is expected to enhance the product line and support future profit growth [4] Group 3: Market Strategy - The company is focusing on expanding its market presence in regions where provincial centralized procurement has been implemented, with over 20 administrative regions already executing procurement [3] - The impact of local centralized procurement on the sales price of the transdermal patch is acknowledged, but the overall net profit is expected to be minimally affected due to reduced sales expenses and increased OTC channel sales [4] - As of October 30, 2024, the company has developed over 900 secondary and tertiary hospitals and more than 900 primary hospitals for the ketoprofen transdermal patch [4]