盘龙药业(002864) - 002864盘龙药业投资者关系管理信息20250721

Group 1: Market Position and Product Overview - The main product, Panlong Seven Tablets, holds a market share of 8.05% in the traditional Chinese medicine market for musculoskeletal diseases in urban and county public hospitals as of H1 2024 [3] - Panlong Seven Tablets is a unique patented product, classified as a Class A drug under medical insurance, and recognized as a brand product in Shaanxi Province [4] - The product has been included in eight national clinical guidelines and four expert consensus documents, highlighting its clinical efficacy and safety [4][8] Group 2: Future Development Strategies - The company aims to implement a "one body, two wings, three depths" development strategy, focusing on chronic orthopedic diseases and enhancing brand integration [3] - Plans to establish over 20 standardized planting bases to ensure the authenticity and traceability of raw materials [6] - The company targets to increase the number of registered traditional Chinese medicine formula granules to over 400 by leveraging technological innovation [6] Group 3: Clinical Research and Product Efficacy - Panlong Seven Tablets is widely used for conditions such as rheumatoid arthritis and knee osteoarthritis, demonstrating significant therapeutic effects [4] - The company emphasizes the importance of evidence-based medicine and has initiated multiple high-quality clinical research projects [4] - The product's clinical value is supported by its inclusion in national guidelines and textbooks, reinforcing its market position [4][8] Group 4: Risk Management and Competitive Advantage - The company maintains a strategic reserve of core medicinal materials to mitigate the impact of raw material price fluctuations [6][8] - The stable pricing system of Panlong Seven Tablets is attributed to its unique market position and comprehensive supply chain management [8] - Future strategies include enhancing product research and development, expanding into underdeveloped markets, and accelerating the launch of potential high-revenue products [8]