科兴制药(688136) - 科兴制药2024年1月投资者关系活动记录表

Group 1: Company Overview and Market Presence - Kexing Pharmaceutical has nearly 20 years of overseas sales experience, establishing a comprehensive overseas commercial system [2] - The company has achieved market access and sales in approximately 40 countries and regions, covering over 1 billion people in emerging markets [2] - Kexing has over 100 long-term cooperative clients and has become a leading brand in EPO products in countries like Brazil and the Philippines [2] Group 2: Product Registration and Commercialization - As of December 2023, Kexing submitted over 80 product registration applications in more than 60 countries and regions [3] - The company expects to launch products like white albumin paclitaxel and adalimumab in overseas markets starting in 2024 [3] - The successful GMP audit by the Brazilian health authority is expected to accelerate the registration process in other PIC/S countries [3] Group 3: Sales Strategy and Team Structure - Kexing's overseas sales have expanded to over 40 countries, with a focus on emerging markets with populations exceeding 100 million [4] - The company employs a market block strategy, establishing regional sales centers and subsidiaries in key markets like Singapore, Egypt, and Mexico [4] - Kexing offers customized products to meet different countries' regulatory requirements, enhancing market entry speed [4] Group 4: Market Potential and Growth Forecast - According to IQVIA, the pharmaceutical market in emerging countries is expected to grow at a CAGR of 5%-8% from 2023 to 2027, outpacing developed countries [5] - Kexing's introduced products had a domestic sales total of approximately 20 billion in 2022, indicating comparable market potential in emerging markets [5] Group 5: Product Pipeline and R&D Strategy - Kexing's R&D strategy focuses on leveraging its strengths in interferons and recombinant protein drugs, with plans for differentiated product positioning [8] - The company is advancing clinical research on inhaled human interferon α1b for treating RSV infections in children [9] - Kexing aims to establish a commercialization system in mature markets, starting with white albumin paclitaxel [8]