您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [港股财报]:泰格医药二零二四年中期报告 - 发现报告

泰格医药二零二四年中期报告

2024-09-27 港股财报 Gnomeshgh文J
报告封面

杭州泰格醫藥科技股份有限公司Hangzhou Tigermed Consulting Co., Ltd. ( A joint stock company incorporated in the People’s Republic of China with limited liability)( 於中華人民共和國註冊成立的股份有限公司) Stock Code股份代號:3347 24566737780838587899193142 20243212024321 20243212024321 20243212024321 20246182024618 614 20246182024618 198202001-2010 20243212024321 2 198202001-2010 238717 600S132200001 24840 3806 A 201222-28 329 H 1617 1 A300347H03347 www.tigermedgrp.com 2920 20246302023630 (1)(2) 20246302023630 1. 202420242712023412024CDE2,2972023329120242 20242024 2024202420242024720248151,000 1. 20232029315.4%20189.8%3 2 0 2 42 4 3110%ADCRNAi20244 202420232024 202312.85%2023101.46%2004202361%1202415122024630202363077220231231752800 6 1. 2024RFPs(CGT)GLP-1MNC(Integrated EvidenceGeneration) (MM)(PV)202463010021424570020246304525 202312311942024630208202463055133 20247Medical Edge Co., Ltd.Medical Edge20246306044202415(Tigermed EMEA)100I-IV19 1. 20242024630E-Site19273E-Site88777E-SiteGCP 202312319,70120246309,3483720246301,000CRA2,800CRC8001,6002024630 202312318,06920246307,626 1. 202312311,63220246301,722 3,358.23,710.99.5%1,637.12,103.422.2%1,721.11,607.57.1% 1,870.42,087.410.4%2024 1,487.81,623.58.4% (1) 1,637.12,103.422.2%120232202420232024202320242024 1. (1) 20242024 202463020231231752800 202463053726320855 1. (1) DCTCGRPCSDRDCTE2EESDR2024630E2E63IBE 2024630567IVDIVD20246302,1005,900IVD940IVD 1. (1) 2024NAMSANAMSA20242IVD 20231231720202463077920246301,12129IND202421INDFDA IND19 202463015010680250900361 20246303413212.080IVD202463063020,000 1. (2) 1,721.11,607.57.1%2024 Nerviano202463020020246305,173 2023630296202463033020246308244893351125RBQM2023630800 2024630165202312311,9522,11020246302024630140151,10020246302,800202491SMO 103420246304227 1. 1,333.01,481.110.0%39.7%39.9% 2,025.22,229.89.2% 34.0%30.2%19.0%23.6%202420237.3% 1. (1) 628.0835.824.9%38.4%39.7%2024 (2) 705.0645.39.3%41.0%40.1% 2024 1. (2) 89.013.9%101.4i)ii)iii)36.9% 346.58.7%376.6iii12.2 128.12.7%124.7iii 1. 98.928.5%70.7i29.886%ii63.730.8%44.10.321.6 529.898.4118.6% 88.181.7%16.1i)122.541.7%71.4ii)20.528.8%14.6iii)52.827.7%67.4 191.130.7%132.512.0%19.2%i)1,599.1690.1ii) 1. 1,408.160.4%557.61,388.364.5%492.819.8226.8%64.7 12023(i)(ii)(iii) 12023 1. (1)(2)(3)(4)100% 1. 640.3793.519.3%21.4%19.1% 177.3375.052.7%i)182.239.7%109.9ii)79.1iii)182.314.4%208.5 4,621.8708.6552.2%i)956.14,733.53,670ii)349.617.9%286.9 1. 206.2621.11)240.131.32119.1568.2 20208H 2024630 202312311,260.75.7%20246301,332.9 202312310.213.4202463013.6 2023123179.633.2%2024630106.0 20231231249.38.9%2024630227.1 2023123178.7516.22024630594.920247 1. 202312312,364.418.9%20246302,811.8 20231231680.513.5%2024630772.2 20231231638.84.8%2024630608.32024630 20231231324.32024630472.645.7%i140.2108.4ii2023123162.02024630136.2 20231231371.17.0%2024630345.0 20231231509.610.3%2024630456.9i)ii) 1. 202312312,977.020246303,518.450.0%500.0 2023123110,288.32.5%202463010,549.6 1. 202463018161 69.3152.3 2024630113.920231231273.758.4%155.0 20246305,330.5202312314,999.56.6%i)ii)87.7 20246304,996.5202312314,906.41.8%180.134.660.6 1. 20246303.8202312313.411.8%DreamCIS 202463062.62023123195.3 1. 20246303,575.72,767.0808.7202463086%14%2.76%2.88%2024630 100%202463014.9%2023123111.5% 2024630493.820231231546.09.6% 2024630 2024630 2024630446.520231231614.3429.820231231586.7 202150%202463070 1. 2024630 20217122002985050 2021810202463030 50.0% 20246303,153.410.4% 20246304,869.481.71.6 202171220218232021723 1. DreamCIS 1. 203,10020246303,6008001133 2. 20246309,348372023 1. 3. INDIIII 4. RBQMDCTRBQM 5. 20042052004202361%I 1. 6. 1501,48045700202463077273 7. 1. 1.202426AAA500,000,0001,000,000,00060.0060.0012 202441260.0060.0072.0072.001072.0013,888,8881.59%50072.006,944,4440.80% 202426202441020244122024410 1. 2.20243282022A2022A2022A 2022A7,469,6509A2024328202443020247,469,650872,418,220864,948,570 20221025202211252024328202443020221132024410 1. 3.202432820245242023 20243282024524202452 4.202461820246182024618 2. 20182023539.1821.120261,064.52018379.42023577.52026732.0 2. 20182023388.0848.320261,126.52018210.52023442.42026597.9CDE20242,297ADC 2024license-out2432024license-out6license-in 2. 1. 2. 2. 3. 4. 5. 2. 6. 2. 7. 8. 9. 2. 10. 11. 12. 2. 13. 98.4529.834.94.8 14. 15. 2. 202312319,70120246309,34820246301,0002,8008001,600 202312318,06920246307,626 202312311,63220246301,72237 AA0.09% 1.2022 2022 20222022202260 202220222022A 20225%20222022202220221212 20221025<2022A><2022A>2022A202211232022 1.2022 202211252022A2022A11742022202220222022710.5590682.97842022635.5590607.9784202282881720227520221125202269817607.97842022A 2022A202220224,175,5340.48%202220221% 20222022112520222022602022 1.2022 20222022 2022202269 (1)20221A1170%57.95 (2)202220A202070%60.35 (3)202260A606070%67.67 (4)2022120A12012070%68.30 1.2022 2022692022 202432820