Multiple innovative pharmaceutical companies迎盈利拐点

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Gelonghui, February 28 — According to Securities Daily and data from Eastmoney Choice, as of 4:00 PM on February 27, 24 innovative drug companies had released their 2025 performance forecasts, with 19 reporting positive net profit growth, accounting for 79.17%. Among them, BeiGene achieved its first full-year profit in 2025, with a net profit attributable to shareholders of 1.422 billion yuan; Microbio reported a net profit attributable to shareholders of 51.0757 million yuan in 2025, turning losses into gains. Senior investment advisor Yu Xiaoming from Jufeng Investment Consulting stated that the profit turning point for domestic innovative drug companies has preliminarily appeared, with leading companies showing strong profitability certainty. However, industry differentiation is evident, and the entire sector has not yet fully escaped the loss cycle. Overall, it remains in a recovery period characterized by narrowing losses, breakthroughs among top companies, and an overall positive trend, but the foundation is still not solid.

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