-- Announcement on Outline of the 2025 Semi-annual Performance Briefing
Securities abbreviation: Tibet Pharmaceutical Securities code: 600211 Number: 2025-037
Tibet Nuodikang Pharmaceutical Co., Ltd.
Announcement on the holding of the 2025 semi-annual results briefing
The company's board of directors and all directors guarantee that the contents of this announcement do not contain any false records, misleading statements or major omissions, and assume legal responsibility for the authenticity, accuracy and completeness of its contents.
The company held the company's 2025 semi-annual performance briefing in an interactive online text format at the SSE Roadshow Center of the Shanghai Stock Exchange (website: http://roadshow.sseinfo.com/) from 15:00-16:00 on October 10, 2025 (Friday). The announcement of the meeting is as follows:
1. Convening of performance briefing meeting
The company disclosed the "Announcement on Convening the 2025 Semi-annual Results Briefing Meeting" on September 25, 2025 in China Securities Journal, Shanghai Securities News, Securities Times and the Shanghai Stock Exchange website (www.sse.com.cn). From 15:00 to 16:00 on October 10, 2025, the company's chairman Mr. Chen Dabin, general manager Mr. Guo Yuandong, deputy general manager and board secretary Ms. Liu Lan, financial director Mr. Chen Jun, and independent director Mr. Zhang Yu attended this performance briefing, interacted and communicated with investors, and responded to investors' concerns.
2. Questions raised by investors and the company’s responses
The company answered all the questions raised by investors at this briefing. The questions and answers are summarized as follows:
- After the emergence of competing products of Xinhuosu, how does the company plan to increase the market penetration rate of Xinhuosu?
(1) The company plans to invest tens of millions of yuan in exploratory research on evidence-based medicine of Xinhuosu;
(2) Continue to do a good job in academic promotion;
(3) At present, Xinhuosu has covered nearly 7,000 medical institutions. The company will further strengthen cooperation with commercial companies, use the resources of commercial companies to develop new hospitals, and expand the number of institutions covered by Xinhuosu;
(4) Do a good job in ensuring the production of Xinhuosu.
- What is the expected subsequent sales of Zolitinib and its impact on the company?
Chentai's product, zolitinib, is the world's first drug to launch registered clinical trials specifically for advanced non-small cell lung cancer (NSCLC) with central nervous system (CNS) metastasis and achieve remarkable results. As the only EGFR tyrosine kinase inhibitor (EGFR-TKI) currently explicitly designed using non-blood-brain barrier efflux protein substrates, it has 100% ability to penetrate the blood-brain barrier.
Zolitinib was officially commercialized in the first half of this year. The product is undergoing preparatory work before medical insurance negotiations. It is expected that this year’s earnings will not have a major impact on the company.
- What is the opportunity and significance of the company’s investment in Ruizheng Gene? Future plans?
Investment in Ruizheng Gene is highly consistent with the company's transformation and development strategy. It aims to promote the company's innovation and transformation through investment in cutting-edge technology platforms, which will help the company break through R&D bottlenecks, enhance R&D capabilities, increase the reserve of products under development, further expand the company's product business lines, and help the company seek new profit growth points and long-term sustainable development.
In the future, the company will further clarify its innovation and transformation strategy, continue to increase R&D investment and project introduction, and achieve dual paths of "endogenous growth" and "exogenous growth"; using "new media marketing" and "innovative drug research and development" as dual-wheel drives, it will comprehensively improve profitability and sustainable development capabilities, and help achieve high-quality growth.
- Regarding the international market expansion plan of Xinhuosu, the company plans to complete the approvals in 15 countries before the end of the year. What is the current progress? Currently, what are the biggest challenges the company faces in its strategic transformation process? How does the company plan and advance?
(1) The company is currently studying and evaluating the regulatory requirements for the registration of Xinhuosu in overseas markets, and preparing relevant materials to promote the international market expansion of Xinhuosu in a timely manner.
(2) The company's strategic transformation is an innovative transformation. Whether the product selection is correct and whether the research and development progress meets expectations are all facing greater challenges. The company will continue to increase investment in research and development, improve the capabilities of the research and development team, and keep track of products under development.
- Will the negotiated price of Xinhuosu be stable this year? Can sales still grow?
Xinhuosu is a product negotiated by medical insurance, and the price paid by medical insurance is 424.98 yuan (0.5mg/tube). The negotiated price of Xinhuosu for this year's medical insurance depends on the policies and notices from the Medical Insurance Bureau. According to the existing policies and market conditions, it is expected that there will be no major changes in price and sales volume.
- What is the actual start-up rate of the two newly put into production lines? What is the current balance between Xinhuosu production capacity and sales volume? What is the expected sales volume for this year?
The existing production capacity of Xinhuosu can meet the market sales demand; according to the current sales situation of Xinhuosu, it is expected that the sales for the whole year this year will increase slightly compared with last year.
- The two newly expanded production lines of Xinhuosu have been put into operation, and the output will be doubled. How to digest the newly added Xinhuosu? (1) In recent years, the sales volume of Xinhuosu has generally shown an upward trend. Xinhuosu's original production line has reached the upper limit of production capacity, and a biological products production line often takes several years from project preparation to final certification production. For this reason, the company must plan and layout in advance to ensure that future sales are not affected by production capacity;
(2) The completion of the new production line will further improve production efficiency and reduce costs;
(3) Provide safety guarantee for the future sales of Xinhuosu.
- Regarding the sales promotion of Chentai Medicine’s Zolitinib, will the company’s major shareholder China Medical System provide long-term commercial support when the company’s sales team is weak? What is the specific sales plan in recent years?
Chentai Pharmaceutical's Zolitinib product company uses the method of cooperation with agents for sales and promotion. At present, the major shareholder China Medical System has not participated in the commercialization support of this product. The product was officially commercialized in the first half of this year and is currently undergoing preparatory work before medical insurance negotiations. It is expected that this year's revenue will not have a major impact on the company. Future sales are related to whether it will be included in medical insurance.
Announcement is hereby made.
Tibet Nuodikang Pharmaceutical Co., Ltd.
October 11, 2025