创新药贡献一半以上营收 恒瑞医药再引入国际化高端人才

Core Viewpoint - Heng Rui Medicine has made significant personnel changes following the impressive performance in its 2024 annual report, emphasizing its commitment to technological innovation and internationalization as core strategies [1][6]. Financial Performance - In 2024, Heng Rui Medicine reported a record revenue of 27.985 billion yuan, a year-on-year increase of 22.63%, and a net profit attributable to shareholders of 6.337 billion yuan, up 47.28% [2]. - The sales revenue from innovative drugs reached 13.892 billion yuan, accounting for over half of the company's total sales revenue, with a year-on-year growth of 30.6% despite increasing competition and pricing pressures [2]. - The company invested 8.228 billion yuan in research and development, with 6.583 billion yuan classified as expense-based R&D, representing 29.4% of total sales revenue [2]. Research and Development - Heng Rui Medicine has 14 complementary R&D centers across China, Japan, the United States, Australia, and Switzerland, with a global R&D team of over 5,500 people [2]. - The company has 90+ innovative products in clinical development and approximately 400 clinical trials ongoing domestically and internationally, ranking 8th in the global TOP25 pipeline scale pharmaceutical companies list by Citeline [4]. Strategic Partnerships and Licensing - Heng Rui Medicine has granted exclusive rights for the development, production, and commercialization of its GLP-1 class innovative drug and DLL3 ADC innovative drug to U.S. companies Kailera Therapeutics and IDEAYA Biosciences, respectively [3]. - The company entered into an agreement with Merck to license an oral small molecule project, receiving an upfront payment of 200 million USD and potential milestone payments up to 1.77 billion USD, along with possible sales royalties [4]. Talent Acquisition and Management - The company has intensified talent acquisition efforts, bringing in over 700 core talents in 2024, including more than 200 with doctoral degrees [6]. - Heng Rui Medicine is actively promoting internal talent development through various programs aimed at nurturing high-potential talents and enhancing management capabilities [6]. Market Focus - While Heng Rui Medicine has traditionally focused on oncology, it is expanding its research pipeline in metabolic, autoimmune, and other chronic disease areas, with 47 innovative pipelines in non-oncology fields now surpassing those in oncology [6].