贝达药业(300558) - 300558贝达药业投资者关系管理信息20250418(1)

Group 1: Financial Performance - The company achieved a revenue of 289,195.01 million yuan in 2024, representing a year-on-year growth of 17.74% [2] - The net profit attributable to shareholders was 40,256.93 million yuan, a year-on-year increase of 15.67% [2] - The net profit excluding non-recurring items reached 40,983.41 million yuan, showing a significant growth of 55.92% [2] - Accounts receivable balance decreased by 65.62% year-on-year, with accounts receivable turnover days reduced by 29 days [2] - The net cash flow from operating activities was 91,117.22 million yuan [2] Group 2: Product Development and Market Position - Five new drugs have been launched, including innovative treatments for lung cancer and kidney cancer [3][4] - The drug Beimenna received FDA approval in December 2024 and was recommended by the NCCN guidelines, marking it as the first Chinese original innovative drug in this category [4] - The company is actively promoting the commercialization of Beidan, leveraging its clinical research and market promotion teams [4] - The drug Fumina has shown promising clinical potential in ophthalmology, with ongoing II phase clinical studies [5] Group 3: Research and Development - R&D investment for 2024 was 71,717.78 million yuan, accounting for 24.80% of total revenue [6] - The company is focusing on key R&D projects, with several innovative drug applications under review by the NMPA [6] - Collaboration with clinical oncology experts is ongoing to support investigator-initiated clinical research projects [6] Group 4: Strategic Partnerships - The company has established strategic collaborations with various organizations to enhance its R&D pipeline [7][8] - A partnership with EyePoint for the development of an ophthalmic drug has shown positive results in clinical trials [8] - The company is pursuing a dual strategy of project introduction and self-innovation to expand its treatment options [8] Group 5: Innovation Ecosystem - The company is building an innovation ecosystem to promote collaboration and resource sharing among various stakeholders [9] - A partnership with He Yuan Bio for the commercialization of a plant-derived human serum albumin injection has been established [9] - Investment in Repu Morning Creation for stem cell therapy development is underway, with clinical trials for core products already initiated [10]