千红制药(002550) - 千红制药调研活动信息

Sales Performance - The main product, Trypsinogen (Yikai), has shown steady growth since 2017, achieving nearly 600 million CNY in sales in 2020 despite the pandemic's impact [3] - The company expects to maintain a good growth trend in 2021, with overall business performance steadily recovering [3] Cost Management - The company has the most complete heparin series supply chain in China, but faces significant cost fluctuations due to environmental pressures and upstream resource integration [4] - The company plans to leverage its subsidiary, Hubei Runhong Biotechnology Co., Ltd., to stabilize the supply and cost of heparin sodium products [4] Product Development - The company has completed the consistency evaluation for Enoxaparin Sodium Injection and is prepared to participate in national procurement [5] - Current production capacity for low molecular weight heparin is sufficient at 50 million doses per year [5] New Drug Research - QHRD107, an oral targeted anti-cancer drug, is currently undergoing Phase I clinical trials at Ruijin Hospital in Shanghai [6] - Multiple new drugs, including QHRD102, QHRD106, and QHRD211, have received clinical approval and are in various stages of clinical trials [7] Export Strategy - The export of heparin raw materials significantly declined in 2020 due to COVID-19, but is expected to recover in 2021 [7] - The company is actively expanding its heparin formulation export business, focusing on markets along the Belt and Road Initiative and pursuing certifications for the US FDA and EU CE [7]