佐力药业(300181) - 2024年5月30日投资者关系活动记录表

Group 1: Marketing Strategy - The company began its marketing reform in 2019, shifting from a self-operated sales model to a recruitment model to accelerate hospital coverage [2] - The recruitment model allows the company to leverage agents with resource advantages across the country, enhancing the speed of market penetration [2] Group 2: Product Packaging and Pricing - For the hospital sector, the packaging specifications for Wuling capsules vary, with non-collection areas primarily using 36 capsules per box, while collection areas start with 54 capsules per box [3] - OTC prices can be 15% higher than hospital prices, but retail pharmacies incur additional costs, leading to price differences [3] Group 3: Sales Volume and Market Expansion - The company utilizes centralized procurement to exchange price for volume, benefiting multiple parties; changing packaging from 36 to 54 capsules increases the quantity by 50% without significantly affecting prescription habits [3] - The implementation of centralized procurement varies by province, with new provinces expected to join the program monthly [3] Group 4: Clinical Evidence and Research - Wuling capsules have been included in expert consensus guidelines for Alzheimer's disease treatment, with ongoing clinical studies showing improvements in sleep and memory for patients with mild cognitive impairment [4] - The company plans to enhance clinical research and evidence accumulation for Wuling capsules, focusing on long-term safety and efficacy [4] Group 5: Future Development and Product Pipeline - The company aims to develop new products based on Wuling powder, with ongoing projects including clinical trials for Lingxiang tablets [5] - Future plans include acquiring quality pharmaceutical formulations and exploring synergistic effects with existing products in the neurology and psychiatry markets [5] Group 6: Market Impact and Incentives - The expansion of the indication for Bailing tablets to include chronic bronchitis and chronic kidney disease will help penetrate community hospitals and expand market reach [5] - The company is considering an equity incentive plan to attract and retain talent, which is essential for long-term development [5]