On January 25, Aidea Pharmaceutical (688488.SH) officially released its 2025 annual earnings forecast. During the reporting period, the company maintained strong momentum, achieving "rapid revenue growth and a significant narrowing of losses." This stellar performance highlights the rising competitiveness of its core business and the effectiveness of its "HIV Innovative Drugs + Human Protein" dual-engine strategy, injecting solid momentum into high-quality, long-term sustainable growth.
According to preliminary calculations by the finance department, the company's 2025 performance saw steady climbs across several key financial indicators:
Leapfrog Growth in Revenue Scale
Total annual revenue is expected to reach approximately 721.01 million RMB, an increase of about 303.21 million RMB compared to the previous year. This represents a year-on-year (YoY) increase of 72.57%, demonstrating the company's robust capacity for strategic execution and market expansion.
Core Products Continue to Lead
The anti-HIV innovative drug business, serving as the core growth engine, performed exceptionally well. Estimated revenue reached 285.31 million RMB, a YoY surge of 90.34%. This success is attributed to the increasing market penetration of the company’s two Class 1 innovative anti-HIV drugs—Aibangde® (Ainuovirine Tablets) and Fubangde® (Ainuomiti Tablets). Both drugs were successfully renewed in the 2025 National Reimbursement Drug List (NRDL). Their proven clinical efficacy and superior safety profiles have gained wide recognition from clinicians and patients, further consolidating the company's core competitiveness in the anti-HIV field.
Significant Synergies from Subsidiaries
The majority-owned subsidiary, Nanda Pharmaceutical, made a significant contribution with an estimated annual revenue of 299.84 million RMB. On a consolidated basis, this represents a 227.38% YoY increase (Note: Nanda Pharmaceutical has been consolidated since September 2024; thus, 2024 figures cover Sept-Dec, while 2025 covers the full year). The high-level synergy between Nanda and Aidea has enriched the product portfolio and broadened profit margins.
Substantial Narrowing of Losses and Recovery of Profitability
The net loss attributable to owners of the parent company for 2025 is expected to be between 16 million and 24 million RMB, reducing the loss by approximately 117.20 million to 125.20 million RMB (a YoY decrease in loss of 83.00% to 88.67%). The net loss after deducting non-recurring gains and losses is expected to be between 17.20 million and 25.20 million RMB, representing a YoY decrease of 83.02% to 88.41%. These figures indicate a clear positive recovery in profitability and continued optimization of operational quality.
According to the announcement, this performance is a direct result of the company’s focus on core sectors and its "dual-engine" strategy. Key drivers include:
1. Significant Improvement in Gross Profit: Benefiting from the steady growth in anti-HIV drug sales and the full consolidation of Nanda Pharmaceutical, the scale effect has been released. The gross profit of the main business increased by approximately 267 million RMB YoY.
2. Strategic Investment for Future Growth: To expand market share and accelerate commercialization, the company increased academic promotion and optimized commercial channels, laying a solid foundation for future pipeline products.
As a leader in HIV innovation, Aidea Pharmaceutical continues to deepen its R&D pipeline. Currently, the Phase III clinical trial for its new HIV integrase inhibitor, ACC017, has been initiated, and the triple-combination preparation ADC118 has received clinical approval. Notably, steady progress in long-acting drugs for HIV Pre-Exposure Prophylaxis (PrEP) will provide core innovative momentum for long-term development.
The announcement notes that these figures are preliminary and have not yet been audited. Final financial data will be subject to the official 2025 Annual Report. Looking ahead, Aidea Pharmaceutical remains committed to a "patient-centric" philosophy, accelerating R&D and commercialization to benefit more patients while delivering better returns to shareholders and society.
https://finance.eastmoney.com/a/202601263630315551.html