药石科技(300725) - 药石科技调研活动信息

Financial Performance - In the first half of the year, the revenue from CDMO services reached over 10 million, primarily from domestic clients [2] - The company maintains a cautious approach to capacity expansion, planning based on product pipeline and client demand [2] - The revenue from domestic clients in the CDMO sector is growing faster than that from overseas clients, with domestic revenue growth attributed to enhanced brand influence and successful project experiences [4] Client Engagement and Market Strategy - The company has a high project retention rate, indicating client satisfaction with services and technical capabilities [4] - The proportion of foreign clients in CDMO revenue is between 60% to 70%, while domestic clients account for 30% to 40% [3] - The company aims to deepen foreign clients' understanding of its CMC capabilities through market expansion efforts [4] Organizational Adjustments - The company restructured its R&D and CDMO divisions to better align with current business development needs, enhancing internal collaboration [4] - The financial reporting structure was adjusted to reflect the evolution of the business model, moving from weight-based classifications to molecular blocks and CDMO categories [4] New Drug Development - The New Drug Discovery Division has established high-quality compound libraries and has completed multiple target screenings, showing promising activity and drug-like properties [5] - Recent collaboration with Aidi Pharmaceutical on a 3CL protease inhibitor indicates ongoing advancements in drug discovery efforts [5]