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RemeGen (9995) investor relations material

RemeGen Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary24 Aug, 2026

Executive summary

  • Revenue surged 435.74% year-over-year to RMB5,850.2 million, driven by strong sales of telitacicept and disitamab vedotin, and a major licensing deal with AbbVie for RC148.

  • Net profit reached RMB4,662.3 million, reversing a loss of RMB449.6 million in the prior year period.

  • Significant pipeline progress with multiple regulatory approvals and clinical milestones for telitacicept and disitamab vedotin.

Financial highlights

  • Gross profit was RMB5,581.3 million for the six months ended June 30, 2026.

  • Research and development expenses decreased 36% year-over-year to RMB414.1 million.

  • Selling and distribution expenses rose to RMB549.6 million, and administrative expenses increased to RMB262.4 million.

  • Cash and cash equivalents stood at RMB1,528.9 million as of June 30, 2026.

  • Gearing ratio improved to 15.6% from 50.2% at year-end 2025.

Outlook and guidance

  • Plans to further commercialize telitacicept and disitamab vedotin and expand market presence in China.

  • Continued acceleration of clinical trials and regulatory filings for pipeline products.

  • Ongoing international collaborations with Vor Bio, Pfizer/Seagen, Santen China, and AbbVie to advance global clinical programs.

Drivers for the 36% year-on-year R&D cost decline
Reasons for RC28-E DME application withdrawal
Disitamab vedotin 1L gastric cancer efficacy data
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