罗欣药业(002793) - 投资者关系活动记录表（2022年度业绩说明会）

Group 1: Financial Performance - The company reported a revenue of 3.588 billion yuan in 2022, a decrease of 44.62% year-on-year, marking its first loss since going public on A-shares [15] - The reasons for the loss include a decline in the pharmaceutical terminal market size, which affected the sales volume of generic drugs, and the costs associated with promoting innovative drugs that have not yet covered operational expenses [15] - The company experienced negative cash flow in Q1 2023, but the situation has gradually improved [11] Group 2: Drug Development and Sales - The new drug Tegoprazan, approved in April 2022, is used for treating gastroesophageal reflux disease and has entered the medical insurance system as of March 1, 2023 [4][9] - Two new indications for Tegoprazan have completed Phase III clinical trials, with applications for market approval submitted in early 2023 [9] - The company has launched over 150 products and more than 300 specifications, focusing on digestive, respiratory, and anti-tumor areas [5] Group 3: Corporate Governance and Shareholder Actions - The major shareholder's recent share reduction was primarily due to personal funding needs, and the company has complied with legal disclosure obligations [10][15] - The company received a regulatory letter regarding the major shareholder's reduction, which was not intentional but due to a misunderstanding of regulations [6] - The company is focused on optimizing its asset and business structure to enhance sustainable development [13] Group 4: Future Outlook and Strategic Plans - The management plans to enhance market development, strengthen innovative research, and improve operational efficiency to achieve profitability [11][14] - The company aims to adapt to changes in the pharmaceutical industry and policy environment while focusing on core business areas [8][14] - The management is committed to addressing various challenges and aims to turn losses into profits in the near future [11][14]