Everest Medicines Ltd (STU:6HN)

Half Year 2025 Everest Medicines Ltd Earnings Call Transcript

Aug 28, 2025 / 12:00 AM GMT

Release Date Price: €7.05 (-0.70%)

Transcript

Key Points

Positve

Everest Medicines Ltd (STU:6HN) reported strong revenue growth, with RMB825 million generated from January to August 2025, despite earlier supply constraints.
The company achieved NRDL coverage for Nefacom in 29 provinces, essentially covering all of China, and received full approvals in Greater China, Singapore, and South Korea.
Everest Medicines Ltd (STU:6HN) has a robust pipeline with significant progress in R&D, including the acceptance of multi-center Asia phase 3 trial data for publication in a prestigious journal.
The company completed a strategic investment of $30.9 million in Nasdaq-listed IMAP, becoming the largest shareholder with a 16.1% stake.
Everest Medicines Ltd (STU:6HN) has a strong financial position with RMB1.6 billion in cash as of June 2025, bolstered by recent financing activities.

Negative

The company faced supply constraints earlier in the year, which affected first-half revenue, although this issue has been resolved.
Gross margins decreased slightly due to price reductions after NRDL inclusion, although they are expected to recover with increased production capacity.
Everest Medicines Ltd (STU:6HN) reported a non-IFRS net loss of approximately RMB147 million, although this was a 31% improvement year over year.
The company is still in the process of building its commercial team and localizing manufacturing for some products, which may delay market penetration.
There is ongoing uncertainty regarding the regulatory environment for mRNA vaccines, particularly in the US, which could impact future developments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

1952.HK - Everest Medicines Ltd
Half Year 2025 Everest Medicines Ltd Earnings Call
Aug 29, 2025 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning or good evening. Welcome to Everest Medicines 2025 interim financial results conference call. Please be advised that today's conference call is being recorded.

During the Q&A session, for participants who join the call through PA or app, please click the raise hand button at the bottom of the screen to queue up for voice questions or text your questions as messages. For participants who dialed in, please press 1 to queue up for questions.

Joining us today are Mr. Rogers Law, our executive officer, Mr. Ian Wu, President and Chief Financial Officer.

Mr. Rico Liang, our Chief Product Officer, Doctor Jennifer Yang, our Chief Scientific Officer, and Sandra Z Jung, our Chief Medical

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