)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Everest Medicines (1952) investor relations material
Everest Medicines H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary29 Aug, 2025
Executive summary
Revenue for the six months ended 30 June 2025 rose 48% year-over-year to RMB 446.1M, driven by NEFECONⓇ and XERAVAⓇ sales, expanded market access, and international expansion.
NEFECONⓇ achieved full approval in all licensed Asian territories, NRDL inclusion in China, and rapid sales ramp-up, with over 20,000 new patients in H1 2025.
Advanced R&D pipeline with progress in mRNA cancer vaccines, in vivo CAR-T, and EVER001, plus positive clinical data and regulatory clearances.
Strategic investment in I-Mab, becoming its largest shareholder, to enhance oncology collaboration.
Successful share/top-up placement in August 2025 raised HKD 1.6B (RMB 1.6B), strengthening the cash position for R&D and commercialization.
Financial highlights
Revenue increased 48% year-over-year to RMB 446.1M in 1H 2025, mainly from NEFECONⓇ and XERAVAⓇ.
Gross margin (cash/excluding amortization) was 76.4%; reported gross margin was 67.1% due to NRDL price reduction.
Non-IFRS/adjusted net loss narrowed by 31% year-over-year to RMB 146.9M–147M, reflecting improved operational efficiency.
Cash and equivalents stood at RMB 1.6B as of June 30, 2025, bolstered by recent financing.
R&D expenses decreased to RMB 195.2M, while distribution and selling expenses rose to RMB 314.7M due to expanded commercial activities.
Outlook and guidance
Full-year 2025 revenue guidance set at RMB 1.6B–1.8B, with NEFECONⓇ expected to contribute RMB 1.2B–1.4B.
Targeting operational profitability in 2H 2025, potentially earlier than previously guided.
VELSIPITYⓇ NDA approval expected in early 2026 in Mainland China, with ongoing prelaunch and manufacturing activities.
Overseas NEFECONⓇ sales to grow in 2026 as reimbursement in Taiwan and South Korea is implemented.
Multiple clinical and regulatory milestones expected in 2H 2025 for mRNA cancer vaccines and in vivo CAR-T platform.
Assess NEFECON® NRDL impact on gross margin
Explain R&D resource optimization strategy
Outline I-Mab investment & capital raise synergy
VELSIPITY: Key drivers for RMB 5B peak sales?
EVER001 pivotal trial strategy: Partner or self-fund?
mRNA platform: Strategic focus on CAR-T vs. vaccines?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Everest Medicines earnings date
H2 202525 Mar, 2026
Next Everest Medicines earnings date
H2 202525 Mar, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Everest Medicines Limited is a biopharmaceutical company focused on the development, manufacturing, and commercialization of innovative medicines. The company specializes in therapies for infectious diseases, autoimmune disorders, and oncology. It partners with global biotechnology firms to bring advanced treatments to markets in China and other Asian regions. The company is headquartered in Shanghai, China, and its shares are listed on the Hong Kong Stock Exchange (HKEX).
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage