Hong Kong · Delayed Price · Currency is HKD Sichuan Kelun-Biotech Biopharmaceutical Earnings Call Transcripts
Fiscal Year 2026
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Revenue reached RMB 978 million in H1 2026, with commercialization revenue more than doubling year-on-year. Strong clinical data and expanded reimbursement drove growth, while R&D investment rose 25.7%. Break-even is expected soon as new indications and global partnerships advance.
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A leading biopharma presented its robust pipeline, including four approved oncology products and innovative ADCs, with strong clinical results and global partnerships. Strategic priorities include expanding indications, advancing novel drug conjugates, and growing international presence.
Fiscal Year 2025
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Revenue grew 6.5% to CNY 2.06 billion in 2025, driven by new product launches and expanded NRDL coverage. Gross margin rose 16.1%, but net loss increased due to higher commercialization expenses. Strong cash reserves and global partnerships support future growth.
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First-half 2025 revenue reached ¥950 million, driven by strong commercialization and R&D partnerships, with lung cancer as the top sales contributor. The company maintains a ¥1 billion sales target for the year, supported by robust cash reserves and ongoing expansion of its ADC and bi-specific pipeline.