Financial Performance - In 2024, the company achieved a revenue of CNY 721 million, with a net profit of CNY 108 million attributed to shareholders [3] - For Q1 2025, the revenue was CNY 185 million, and the net profit was CNY 31.55 million [3] R&D Investment - The company increased its R&D investment to CNY 158 million in 2024, accounting for 21.96% of its revenue [3] - The company has 18 drug development projects that have submitted registration applications and received acceptance from CDE [4] Product Development Highlights - The clinical trial for the innovative drug CKBA ointment for vitiligo has completed enrollment of 200 subjects, with results expected in July 2025 [5][6] - The registration application for "He Wei Zheng Chang Wan" has been accepted, with production capabilities ready for scaling upon approval [7] - The company is actively promoting the "He Wei Zheng Chang Wan" brand, targeting regions like Guangdong, Guangxi, and Fujian, and plans to expand to 2-3 new areas this year [7][8] Market Potential - The potential market for the CKBA ointment is significant, with expectations of it becoming a major profit driver upon approval [6] - The market for the treatment of presbyopia is substantial, with 56.9% of individuals aged 35 and above affected, totaling approximately 390 million people in China [10] Upcoming Product Launches - The company plans to launch the minoxidil lotion in Q2 2025, aiming to establish it as a significant brand in the hair loss treatment market [9] - The registration for the sodium hyaluronate eye drops for presbyopia is expected to be submitted in the first half of 2025, with no similar products currently approved in China [11] Organizational Structure - The sales team remains stable, focusing on outpatient markets and establishing a dedicated ophthalmology division [12] - The company plans to adjust its organizational structure to enhance brand promotion efforts and streamline R&D focus on core product areas [12]
泰恩康(301263) - 2025年4月28日投资者关系活动记录表