China · Delayed Price · Currency is CNY Sichuan Kelun Pharmaceutical Earnings Call Transcripts
Fiscal Year 2026
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The company highlighted its leadership in ADC innovation, with four approved products and a robust pipeline targeting oncology and beyond. Strategic partnerships and inclusion in China's NRDL 2025 support commercialization and global expansion.
Fiscal Year 2025
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Revenue grew 6.5% to RMB 2.06 billion in 2025, driven by expanded commercialization and strong R&D pipeline. Gross margin outpaced revenue growth, but net loss increased due to higher sales and R&D expenses. Multiple new approvals, global partnerships, and AI-driven R&D position the company for further growth.
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Reported RMB 950 million revenue in 1H 2025, driven by first-year commercialization and robust R&D partnerships. Lung cancer led sales, with strong clinical progress and a solid cash position supporting future growth.