Workflow
以岭药业(002603) - 2015年5月14日投资者关系活动记录表

Group 1: Company Overview and Strategy - The company has established "I Just See Network" for online health management and medical consultation services, aiming to integrate health knowledge dissemination and shopping platforms [2][3] - Plans to create a cloud service platform to consolidate online and offline medical resources, leveraging the company's strengths in medicine, pharmaceuticals, health, and wellness [3] Group 2: Impact of Policies and Market Conditions - The core of drug bidding is price; the company's key products are basic drug varieties, which are positively impacted by the current policy promoting essential medicines [3][4] - The sales of key products are expected to increase as more provincial bidding processes are conducted, despite recent slowdowns in revenue growth due to policy adjustments [4] Group 3: Financial Performance and Projections - The company anticipates that while absolute expenses will not decrease, the expense ratio will gradually decline as the patent marketing network is completed [4] - The company does not plan significant infrastructure investments in the next two years, as major projects have already been completed [5] Group 4: Product Development and Approvals - Two diabetes-related products are currently under technical review by the National Medical Products Administration, with no control over the approval timeline [5] - Several new drugs have completed Phase III clinical trials and are preparing for production, targeting various health conditions [5] Group 5: Mergers and Acquisitions - The company is actively seeking suitable acquisition targets to expand its presence in traditional Chinese medicine, chemical medicine, and health products, aiming for both organic and external growth [6] Group 6: Future Plans and Considerations - The company has no plans to establish an internet hospital or integrate its hospital into the public company structure, as it has its own development strategy [6] - There are currently no clear intentions regarding share reduction by major shareholders after the lock-up period [6]