博雅生物(300294) - 2023年4月17日投资者关系活动记录表

Group 1: Financial Performance - The company's Q1 2023 performance showed significant growth in net profit from blood products, primarily due to increased sales of immunoglobulin, PCC, and anti-hemophilic factors compared to the same period last year [2] - Non-blood product business, particularly the distribution of recombinant drugs, also saw a substantial increase in net profit, driven by higher sales volumes of immunoglobulin and albumin products [3] Group 2: Profitability and Production Efficiency - The company maintains a leading position in the industry regarding tonnage profit margins, attributed to high product yield rates, balanced product structure, and effective production-sales coordination [3] - Measures to enhance tonnage profit include accelerating R&D, optimizing production processes, and increasing market share through academic promotion [3] Group 3: Inventory and Market Strategy - The inventory levels for key products such as immunoglobulin and albumin remain low, with the company aiming for a 5% market share for factor VIII by the end of 2023 [3] - The marketing management system has been significantly optimized since 2018, resulting in competitive advantages in market penetration and collection rates [3] Group 4: Plasma Collection and Future Plans - The company plans to collect 650-700 tons of plasma per year by 2025, leveraging existing plasma stations and establishing new ones [4] - New plasma stations typically achieve a collection volume of 8-10 tons in the first year, reaching 30 tons within approximately three years [4] Group 5: R&D and Product Development - Ongoing R&D projects include human von Willebrand factor and high-concentration immunoglobulin, with clinical trial applications approved in 2021 [4] - The company aims to broaden its product line and enhance competitiveness with the launch of new products by 2027 [4] Group 6: Mergers and Acquisitions - The company is focused on divesting non-blood product businesses to eliminate competition, with plans to complete the transfer of Tianan Pharmaceutical and Guangdong Fuda by the end of 2023 [5] - Future M&A strategies will concentrate on blood product businesses to achieve growth and enhance market position [6] Group 7: Internationalization Strategy - The company has a clear internationalization strategy, aiming to expand its foreign trade and explore overseas partnerships for technology and product collaboration [6] - The strategy includes registering products in countries with recognized drug regulatory systems and gradually entering stricter markets like Europe and the US [6]