九典制药(300705) - 300705九典制药投资者关系管理信息20250307

Group 1: Company Overview and Strategy - The company has a complete industrial chain layout, allowing for self-production of active pharmaceutical ingredients and key excipients, which helps control costs while ensuring product quality [2] - The company has established a comprehensive channel coverage system, particularly in the outpatient market, which has become a new growth engine for performance [2] - The company plans to continue increasing investment to capture a larger market share [2] Group 2: Product Development and Market Position - The company maintains high investment in R&D, continuously innovating and expanding its product line [2] - The "JiuYue" brand of transdermal patches is being developed to leverage first-mover, channel, and cost advantages, aiming to deepen its influence in the transdermal drug delivery field [2] - The company is optimistic about the market prospects for its anti-inflammatory and analgesic patch, anticipating a growing patient population due to aging society [3] Group 3: Sales and Marketing Strategies - The company utilizes social e-commerce platforms like Xiaohongshu, Douyin, and Kuaishou to promote health products and build private traffic [3] - The main sales channel for the anti-inflammatory and analgesic patch is the OTC channel, with strategies to enhance sales through resource sharing and product matrix expansion [3] Group 4: Product Portfolio and Research - The company has 8 products selected in the national centralized procurement, including various tablets and granules, contributing positively to growth [3] - There are many new oral solid dosage forms in the research pipeline, which are expected to support the company's stable development upon approval [3] Group 5: Workforce and M&A Strategy - The company currently employs over 400 sales personnel and over 400 R&D personnel [3] - In terms of mergers and acquisitions, the company considers targets that align with its strategic development, focusing on projects that enhance the industrial chain, technical capabilities, and market competitiveness [4]