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北陆药业(300016) - 2025年7月11日投资者关系活动记录表
Beilu PharmaBeilu Pharma(SZ:300016)2025-07-11 09:42

Group 1: Company Strategy and Market Position - The company has successfully adjusted its strategy in response to the national drug centralized procurement, leading to a gradual recovery in sales of contrast agents, with a steady growth trend [1][2]. - The company aims to expand its market share by actively participating in centralized procurement while enhancing marketing efforts in non-procurement markets [3]. - The approval of Gadobutrol injection in July 2024 and its subsequent inclusion in the national centralized procurement is expected to enhance the company's market presence [2]. Group 2: Product Development and R&D Progress - The company has diversified its gadolinium-based contrast agents, now offering four MRI contrast agents, which helps meet various clinical needs and enhances market competitiveness [1][2]. - Recent approvals include Gadobutrol and other formulations, with ongoing evaluations for multiple products that target significant therapeutic areas [6][7]. - The company is focusing on integrating R&D resources and improving efficiency to support its strategic expansion in various therapeutic fields [6]. Group 3: International Market Expansion - The company achieved overseas revenue of 132.16 million yuan in 2024, marking a 15.02% increase year-on-year, with products successfully entering markets in South America, Africa, and Asia [4]. - The completion of EU GMP and Brazil ANVISA GMP certifications is expected to accelerate the internationalization of the company's contrast agents [4]. Group 4: Financial Performance and Future Outlook - The company anticipates further revenue growth from the upcoming centralized procurement of Gadobutrol and Gadobenate dimeglumine, which are expected to enhance brand influence [2][3]. - The company is also exploring opportunities in the overseas market, particularly in the EU, where several products have received registration [4]. Group 5: Subsidiary and Partner Developments - The acquisition of Tianyuan Pharmaceutical has led to successful integration into the group management system, focusing on enhancing operational efficiency across various departments [10]. - Recent advancements by partners, such as the launch of innovative cancer screening technologies by Shihe Gene, indicate a positive trend in the healthcare sector [11][12].