华森制药(002907) - 2022年8月2日投资者关系活动记录表

Group 1: Company Development Strategy - The company will continue to focus on high-quality development and innovation-driven strategies, leveraging its three main advantages: digestive, ENT, and neuropsychiatry fields, while expanding into cancer, immunity, respiratory, and metabolic disease areas [1] - The construction of the innovative drug sector is the core development direction for the next decade, with increased investment in this area [2] Group 2: R&D and Product Pipeline - The company aims to enhance its innovative drug R&D capabilities to rank among the top in China during the 14th Five-Year Plan, targeting over 2 clinical approvals and 3 clinical candidate compounds with global intellectual property rights [2] - The company has established a "333" pipeline structure for generic drugs, aiming for at least 6 projects to be initiated, filed, and approved for market each year in the future [2] Group 3: Market Strategy and Sales Channels - The company maintains a strong presence in public hospitals, with a sales ratio of approximately 8:2 between public and non-hospital markets, while focusing on expanding the outpatient market [3] - The company has covered nearly 9,500 public hospitals across 31 provinces, cities, and autonomous regions in China [3] Group 4: Financial Expectations and Revenue Impact - The company anticipates that the steady growth of its proprietary traditional Chinese medicine sector will offset current revenue and profit impacts, with plans for 2-3 new product launches annually [3] - The company expects to receive its first special medical food production license within 3 years, positively impacting revenue and cash flow [5] Group 5: Innovation and Clinical Progress - The company has 4 self-developed innovative drug projects in preclinical stages targeting various cancers, with some projects showing promising data and expected to enter IND-Enabling research by the end of the year [4] - The company is focusing on developing special medical foods, with two projects already underway, including nutritional supplements for post-surgery recovery [4]