歌礼制药-B(1672.HK)2024年年报点评:战略转型代谢性药物研发 减肥药数据表现优异

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事件:公司发布2024 年年报,实现营业收入 128.3 万元(YOY- 97.7%),实现净亏损3.01 亿元(23 年同期亏损为1.45 亿元)。公司收入下滑主要因新冠疫情缓解后相关收入大幅减少,同时亏损加大主要源于肥胖症及代谢性疾病领域研发投入的大幅增加所致。战略全面聚焦,推进减肥与代谢性疾病管线。2024 年,歌礼制药对于公司管线做出重大战略调整。公司决定终止病毒性疾病治疗管线,包括慢乙肝...

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