On April 21, the company held a performance briefing for 2024 and the first quarter of 2025. Kong Wei, Vice Chairman of the Company, Jiang Chunlai, Director and General Manager, and Zhang Zhe, Secretary of the Board of Directors, interacted and communicated with investors on the specific situation of the operating results and financial indicators for 2024 and the first quarter of 2025.

Beike Bio is a high-tech biopharmaceutical company specializing in the research and development, production and sales of human vaccines. The company currently has approved vaccine products such as varicella vaccine, nasal spray influenza vaccine, and shingles vaccine. Among them, the market share of varicella vaccine has been in the leading position for many years; the nasal spray influenza vaccine is a project of the World Health Organization (WHO) Global Influenza Action Plan (GAP), and is the only influenza live attenuated vaccine in China that is administered by nasal spray, which greatly improves the compliance of vaccine recipients; the herpes zoster vaccine is the first herpes zoster vaccine in China for people aged 40 and above developed independently by the company.

In 2024, the company achieved operating income of 1.229 billion yuan, net profit of 232 million yuan, and basic earnings per share of 0.56 yuan. It is planned to pay a cash dividend of 1.69 yuan (including tax) for every 10 shares to all shareholders. In the first quarter of 2025, the company achieved operating income of 162 million yuan and net profit of 1.0643 million yuan.

"The main vaccination population for the company's shingles vaccine is people over 40 years old. Compared with existing similar products, the applicable population has expanded to the age group of 40-50 years old. In addition, it has the characteristics of strong safety and less side effects. At the same time, it has a certain price advantage. Focusing on the above product features, the company has increased its publicity efforts in various channels to improve product coverage." Beike Bio introduced that the company's application for marketing authorization for liquid nasal spray influenza vaccine has been accepted, and the production site and clinical trial site inspections have been completed; rabies monoclonal antibody has completed Phase I clinical trials and is undergoing Phase II clinical trials; tetanus monoclonal antibody has started Phase I/II clinical studies and is undergoing Phase I clinical trials; diphtheria, pertussis and tetanus vaccine (three components) has completed Phase III clinical trial sample preparation; freeze-dried rabies vaccine (human diploid cells) has completed Phase I/III clinical trial sample preparation; the application for clinical trial of HSV-2 vaccine has been approved, and preparations are being made for Phase I clinical trials; the application for clinical trial of Hib vaccine has been approved; IND has been submitted for recombinant shingles vaccine and adjuvanted influenza vaccine and accepted; Pre-IND has been submitted for adolescent and adult diphtheria, pertussis and tetanus vaccines and diphtheria, pertussis and tetanus-Hib combination vaccine. In addition, the company actively promotes RSV monoclonal antibody and vaccine, Alzheimer's disease therapeutic vaccine and other research projects, and continues to consolidate and develop the company's core competitiveness.

In 2025, the company will combine product characteristics, market conditions and relevant policies on medical and prevention integration, and will focus on upgrading and adjusting the marketing business model in 2025. While maintaining the leading position of varicella vaccine, it will deepen the sales track of shingles vaccine and influenza vaccine, adopt popular science propaganda, academic exchanges, brand marketing and other methods to expand the market, and strive to enhance the brand awareness of the company's listed products.

When talking about the future development prospects of the industry, Beike Bio believes that in recent years, my country's vaccine industry has developed rapidly. In the wave of listing and popularization of blockbuster vaccine products worldwide, the vaccination rate has continued to increase, and the corresponding market is gradually entering a mature stage. With the decline in the birth rate of newborns, the market space for children's vaccines has shrunk. At the same time, various vaccine companies continue to enrich their product pipelines, product homogeneity and overcapacity are gradually emerging, industry competition continues to intensify, and the development of the vaccine industry has gradually shown the same characteristics of blockbuster vaccine varieties as the international vaccine market.

With the gradual implementation of the "Healthy China" development strategy and related laws and regulations, the country continues to increase its investment in the pharmaceutical industry and further optimize the drug review and approval procedures. my country's biopharmaceutical industry is gradually developing in the direction of high quality and innovation, which will further promote the pharmaceutical industry to seek technological breakthroughs, such as the layout of domestic substitution, therapeutic vaccines, mRNA technology, and new adjuvants. In the future, more domestic innovative vaccine products will be approved for listing, and product upgrades from single vaccines to combined vaccines and from single-price to multivalent vaccines will better promote the expansion of vaccine demand and stimulate the development potential of the vaccine market.

Bai Ke Bio said that in the face of the ever-changing external environment, the decline in the birth rate of newborns and the aging of the population, as well as the opportunities and challenges brought by the emergence of new technologies and new products, the company will continue to improve the layout of innovative product pipelines such as adult vaccines, multi-valent vaccines, therapeutic vaccines, and new technology routes such as mRNA technology, continue to optimize the marketing system, increase investment in popular science education, and strive to improve the public's awareness of related diseases, enhance disease prevention awareness, stimulate user demand, increase product market share, consolidate and develop the company's core competitiveness, and lay the foundation for the company's sustainable development.

It is understood that in 2025, Beike Bio will continue to promote the clinical research application of adsorbed acellular diphtheria, tetanus and pertussis combined vaccine (for adults and adolescents), adsorbed acellular diphtheria, tetanus and pertussis combined vaccine with Haemophilus influenzae type b, respiratory syncytial virus vaccine and fully human monoclonal antibodies, as well as preclinical research on Alzheimer's therapeutic vaccine and tumor therapeutic vaccine, in order to realize the strategic layout of producing one generation, researching and developing one generation, and reserving one generation.

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