Luye Pharma Group Ltd. (HKG: 2186) on Aug. 28, 2025 released its financial performance for the first half of 2025.
Consolidated Highlights
| Metric | 1H 2025 | YoY % Change |
|---|---|---|
| Revenue | RMB 3.181 bn | +3.5 % |
| Oncology | RMB 1.295 bn | +13.5 % |
| CNS | RMB 867.5 m | +5.4 % |
| Cardiovascular | RMB 693 m | ‑9.2 % |
| Metabolism | RMB 180.2 m | ‑7.9 % |
Domestic Portfolio
Luye’s competitive product suite covers China’s top five pharmaceutical markets:
| Therapeutic Area | Key Products | Market Rank |
|---|---|---|
| Oncology | Paclitaxel Liposome, Bevacizumab, Goserelin, Lurbinectedin, Glycididazole, Oxycodone Naloxone | 1st |
| CNS | Quetiapine, Toludesvenlafaxine, Risperidone, Paliperidone, Rotigotine | 2nd |
| Cardiovascular | Xuezhikang, Aescinate tablet, Aescinate injection | 4th |
| Metabolism | Acarbose, Dulaglutide | 5th |
International Focus
Globally, Luye concentrates on CNS therapeutics, supplying branded and generics such as:
- Seroquel & Seroquel XR
- Erzofri, Rykindo
- Rivastigmine transdermal patches (once‑daily & multi‑day LY30410)
- Rotigotine patches, Fentanyl patches, Buprenorphine patches
Segment Performance
- Oncology: 13.5 % revenue lift driven by strong sales of Paclitaxel Liposome and Bevacizumab in domestic oncology indications.
- CNS: 5.4 % growth, supported by steady uptake of Quetiapine and Rotigotine in psychiatric and movement‑disorder markets.
- Cardiovascular & Metabolism: Both segments recorded declines, reflecting softer demand for Xuezhikang and Dulaglutide amid competitive pricing pressures.
Outlook
Luye Pharma remains focused on expanding its oncology and CNS pipelines, while reinforcing its domestic distribution network to mitigate volatility in cardiovascular and metabolic markets. The group’s dual‑market strategy positions it to capture growth opportunities across China and key international territories.-Fineline Info & Tech
