仟源医药(300254) - 仟源医药调研活动信息

Group 1: Market Development - The company has entered approximately 150 hospitals for the sales of its smoking cessation drug, Varenicline Tartrate Tablets, but the progress is below expectations. Future efforts will focus on expanding hospital terminals and OTC channels, with around 3,000 OTC stores currently selling the product in Henan [1] - The global sales of Varenicline reached $1.1 billion in 2019, indicating a significant market size for the product [2] Group 2: Product Efficacy and Cost - Varenicline is recommended by the World Health Organization as a first-line smoking cessation medication [1] - The cost for a treatment course of Varenicline is approximately 1,700 RMB [1] - Common side effects include transient gastrointestinal discomfort, and it is advised to take the medication after meals [2] Group 3: Sales and Distribution - The company employs a dual-brand strategy (PariKe and Family Pharmacist) for the sales of Varenicline, utilizing multiple channels [2] - The Family Pharmacist brand targets small and medium-sized chain pharmacies and clinics, with over 20 products currently under this brand [2] - The sales team consists of nearly 400 members [2] Group 4: Regulatory and Future Plans - The company plans to submit its stock issuance proposal to the Shenzhen Stock Exchange following approval from the board and shareholders [3] - Currently, Varenicline is not included in the national procurement catalog, but there is a possibility it may be added in the future [2] - The company’s top-selling product, Fosfomycin Ammonium Bromide Granules, is also not listed in the national procurement catalog but may enter it in the future [2]