Jiudian Pharmaceutical (300705.)SZ) announced on January 30, 2024 that on January 30, 2024, Jiudian Pharmaceutical accepted the investigation of Zhejiang businessmen, and Zeng Lei, deputy general manager and secretary of the board of directors, participated in the reception and answered the questions raised by the research institutions.
The main contents of the survey:
The secretary of the board of directors first reviewed the company's operating performance and introduced the future development strategy. Next, it mainly adopts the method of answering investors' questions, and the main questions are answered as follows:
1. What is the current situation of loxoprofen sodium gel patch participating in local centralized procurement?
Re: The centralized procurement of loxoprofen sodium gel patch in the Guangdong Alliance area has basically been implemented, and from the perspective of the implementation of Guangdong Province and Henan Province, it is better to realize the exchange of price for volume.
The company expects to further expand the sales scope of the product, increase its market share, enhance the company's brand influence, and have a positive impact on the company's long-term development. Loxoprofen sodium gel patch is still being procured in the Beijing-Tianjin-Hebei "3+N" Alliance.
2. In which regions does loxoprofen sodium gel patch account for a relatively high proportion of sales?
Re: Loxoprofen sodium gel patch currently accounts for a relatively high proportion of sales in Beijing, Zhejiang, Shanghai, Guangdong, Sichuan and other regions.
3. What is the expected market time and promotion plan of Chinese medicine gel paste pepper seven musk deer?
Re: The application for production of pepper seven musk deer gel patch has been completed in December 2023 and is expected to be approved in 2025. The sales channel of this product is still mainly in the hospital, focusing on supporting the development of hospitals, and we hope to make it a benchmark for new types of traditional Chinese medicine plasters.
4. How does the company view the declaration of production of gel plaster in the form of BE?
Re: At present, the company is still using clinical equivalence tests to evaluate in accordance with the "Technical Guidelines for Clinical Trials of Locally Administered Locally Acting Drugs" issued by the CDE Drug Evaluation Center at the end of May 2022.
5. Can you elaborate on how the second semi-self-operated model is implemented?
Re: The semi-self-operated model refers to the gradual transition from result-oriented extensive management to refined management to process management to achieve goals, in which the company's operational efficiency and profitability will be improved and enhanced.
6. Will the pilot provinces of the semi-self-operated model of the company's loxoprofen sodium gel patch increase?
Re: At present, loxoprofen sodium gel patch is piloting the semi-self-operated model in Henan, Shandong, and Hunan provinces, and the pilot situation is good. The company will consider whether to adjust the provinces that adopt the semi-self-operated model according to the market situation and sales plan. 7. What is the company's current production capacity?
Reply: At present, the company's production capacity can meet the market sales demand, with the rapid growth of the company's product sales scale, the company has built a high-end preparation R&D industrial park construction project (phase I), high-end preparation R&D industrial park oral solid preparation project, with the construction project has been put into operation one after another, will further improve the production capacity of external preparations and oral solid preparations, and effectively enhance the company's profitability and sustainable development ability by fully realizing the scale effect.
8. What is the company's expectation for 2024 annual performance?
Re: From January to September 2023, the company achieved an operating income of 189.3 billion yuan, an increase of 18 over the same period last year37%；Net profit attributable to shareholders of the listed company was realized31 billion yuan, an increase of 48 over the same period last year76%。In 2024, the company hopes to continue to maintain a certain growth, so please pay attention to the company's announcement on the budget at that time.
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