贝达药业(300558) - 2018年10月27日投资者关系活动记录表

Group 1: Company Overview and Leadership - Beida Pharmaceutical Co., Ltd. held an investor communication meeting on October 27, 2018, in Beijing, attended by key executives including CEO Dr. Ding Li Ming and several senior vice presidents [1][2]. - The company focuses on market sales, strategic cooperation, and new drug development, emphasizing open communication with investors [2][3]. Group 2: Research and Development Strategy - Beida has a high R&D investment ratio, which has impacted performance; however, it has built a rich R&D pipeline with over 30 projects under development, 8 of which are in clinical research [3][4]. - The company’s R&D strategy is guided by market demand and scientific innovation, focusing on oncology with a balanced approach to small molecule targeted drugs, immunotherapy, and combination therapies [3][4]. Group 3: Product Performance and Market Impact - The drug Camrelizumab (凯美纳) has benefited over 180,000 late-stage lung cancer patients, with cumulative sales nearing 5.5 billion yuan; its sales increased by 30.38% year-on-year in Q3 2018 [4][5]. - Camrelizumab's inclusion in the National Essential Medicines List is expected to enhance its market accessibility, with a significant patient population still needing effective treatments [4][5]. Group 4: Financial Performance - In Q3 2018, the company reported a net profit of 81.09 million yuan, a year-on-year increase of 22.22%, alongside a revenue growth of 28.18% [4][5]. - The company is actively managing shareholder equity pledges and financing, ensuring compliance with regulatory requirements while addressing market pressures [6][7]. Group 5: Talent Management and Organizational Development - Beida currently employs nearly 1,200 staff, up from under 1,000 at the end of 2017, reflecting a strategic focus on talent acquisition and retention [6][7]. - The company has established a supportive work environment and incentive systems, including milestone bonuses and equity incentives, to foster employee engagement and stability [6][7].