美迪西(688202) - 投资者关系活动记录表

Company Overview - Shanghai Medicy Bio-Pharmaceutical Co., Ltd. was established in 2004, focusing on comprehensive clinical research services for global pharmaceutical companies and research institutions [2][3] - The company provides a one-stop service for new drug research, covering three main business segments: drug discovery, pharmaceutical research, and clinical research [3] Financial Performance - For the first nine months of 2023, the company achieved operating revenue of CNY 1,183.19 million and a net profit attributable to shareholders of CNY 114.90 million [3] - The net profit decreased primarily due to a decline in operating revenue, while operating costs and period expenses increased [3] - As of the end of Q3 2023, total assets amounted to CNY 3,550.90 million, with equity attributable to shareholders at CNY 2,670.68 million, largely due to a successful stock issuance raising a net amount of CNY 985 million [3] R&D Focus and Innovations - The company is enhancing its R&D capabilities by focusing on ADC new drug design, AI technology integration, and various drug delivery technologies [4][5] - It has established over 370 tumor models and has completed 385 new drug and generic drug projects approved for clinical trials by NMPA, FDA, and TGA from 2015 to June 2023 [6] - The company has a competitive edge in immuno-oncology drugs and has assisted clients in completing numerous ADC clinical research projects, with 23 projects approved for clinical trials [6] Competitive Advantages - The company possesses comprehensive preclinical new drug R&D capabilities and rich experience, offering a full range of services from lead compound screening to pharmacokinetics and drug safety evaluation [6] - It has established a quality control system meeting international standards and maintains a strong client base and industry reputation [6] Stock Price Management - The company acknowledges that stock prices are influenced by macroeconomic factors and market conditions, and it aims to optimize operations to reward investors through steady growth [7] - A share repurchase plan was disclosed on November 14, 2023, with the first repurchase executed on November 24, 2023 [7]