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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 RMB446.1 million, driven by NEFECONⓇ and XERAVAⓇ sales, international expansion, and successful launch of VELSIPITYⓇ in Singapore.
NEFECONⓇ achieved full approval in all licensed territories, NRDL inclusion in China and Taiwan, and first-line recommendation in clinical guidelines, supporting rapid sales acceleration.
Advanced R&D pipeline with progress in mRNA cancer vaccines (EVM14, EVM16), in vivo CAR-T, and EVER001, with multiple clinical and regulatory milestones achieved.
Strategic investment of $30.9 million in I-Mab, becoming its largest shareholder at 16.1% ownership.
Successful share placement/top-up placement in August 2025 raised HKD 1.6B (HK$1.55 billion), strengthening the cash position for R&D and commercialization.
Financial highlights
Revenue increased by RMB144.6 million (48%) year-over-year to RMB446.1 million, mainly from NEFECONⓇ and XERAVAⓇ.
Gross margin (excluding amortization/cash basis) was 76.4%; reported gross margin was 67.1% due to NRDL price reduction.
Non-IFRS net loss narrowed to RMB147 million, down 31% year-over-year; adjusted loss for the period (excluding non-recurring items) was RMB146.9 million.
Cash and equivalents stood at RMB1.6 billion (RMB1,585.9 million) as of June 30, 2025, bolstered by recent financing.
R&D expenses decreased to RMB195.2 million, focusing on core pipeline programs.
Outlook and guidance
Full-year NEFECONⓇ revenue expected at RMB1.2–1.4 billion; total company revenue guidance at RMB1.6–1.8 billion for 2025.
Operational profitability targeted in H2 2025, earlier than previously guided.
NEFECONⓇ sales forecast to double to RMB2.4–2.6 billion in 2026, driven by expanded hospital coverage and guideline updates.
VELSIPITYⓇ NDA approval in China expected in H1 2026, with peak sales estimate raised to RMB5 billion and strong commercial preparations underway.
Overseas NEFECONⓇ sales to contribute meaningfully from 2026 as reimbursement in Taiwan and South Korea is implemented.
Assess NEFECON® NRDL impact on gross margin
Explain R&D resource optimization strategy
Outline I-Mab investment & capital raise synergy
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Next Everest Medicines earnings date
H2 202525 Mar, 2026
Next Everest Medicines earnings date
H2 202525 Mar, 2026
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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).
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