贝达药业(300558) - 2018年8月24日投资者关系活动记录表

Sales Performance - In the first half of 2018, the company achieved revenue of ¥581,335,989.46, an increase of 16.74% compared to the same period last year [3] - The sales target for 2018 is set at no less than ¥1.2 billion, with the first half sales achievement rate exceeding expectations [3] - The price of the drug Alectinib was adjusted down by 3.86% to ¥1,345.056 per box, effective from September 1, 2018 [4] Research and Development - The company has established R&D centers in Beijing, Hangzhou, and San Diego, focusing on small molecule targeted therapy, large molecule immunotherapy, and combination therapy [5] - Currently, there are over 20 small molecule targeted drug projects and 9 large molecule immunotherapy projects under development [5] - The product X-396 (Ensartinib) is expected to submit an NDA by the end of 2018, targeting ALK-positive NSCLC patients [6][7] Clinical Trials - The company is conducting multiple clinical trials, including: - CM082 combined with Everolimus for advanced kidney cancer [8] - CM082 combined with Paclitaxel for advanced gastric cancer [8] - CM082 for wet age-related macular degeneration [8] - The company is also collaborating with Beijing Tianguangshi to develop MIL60, a biosimilar to Bevacizumab, currently in Phase III clinical trials [9] Financial Overview - Sales expenses increased by 27% in the first half of 2018 due to market expansion efforts, including hiring more sales personnel and enhancing academic promotion [10] - R&D expenses totaled ¥266 million, accounting for 45.79% of revenue in the first half of 2018 [11] - Government subsidies were delayed in approval, impacting the company's performance, but the subsidies have since been received [11]