京新药业(002020) - 京新药业调研活动信息

Group 1: Company Overview - In Q3 2023, the company achieved a revenue of 989 million CNY, with a cumulative revenue of 2.926 billion CNY for the first three quarters, representing a year-on-year growth of 4.48% [3] - The net profit attributable to shareholders in Q3 2023 was 157 million CNY, with a cumulative net profit of 473 million CNY for the first three quarters, showing a year-on-year increase of 0.18% [3] Group 2: Product Development and Sales Strategy - The approval expectation and sales strategy for the drug Didasyn were discussed, with the NDA submitted in April 2022 and currently under technical review [3] - The company is preparing for the commercialization of Didasyn by leveraging its established sales team and academic promotion to gain recognition from experts and doctors [4] Group 3: Sales Adjustments and Market Response - The company has restructured its sales framework, merging divisions to establish two main business units: hospitals and retail, in response to market changes [4] - Despite external challenges, the sales of finished pharmaceutical products have gradually returned to normal in the latter half of the year, indicating a positive trend [4] Group 4: Future Development Plans - The company plans to develop its traditional Chinese medicine (TCM) sector independently, addressing capacity bottlenecks through the launch of a production base in Inner Mongolia [4] - The new Shandong raw material drug base will enhance production efficiency by separating intermediate production from API, addressing existing capacity constraints and expanding product range [4]