Everest Medicines, a Shanghai-headquartered biopharmaceutical company listed on the Hong Kong Stock Exchange, has announced a comprehensive 2030 Strategy designed to drive long-term, sustainable growth in Asia-focused innovative therapeutics and to further globalize its research, development, and commercialization capabilities.

总部位于上海并在香港证券交易所上市的生物制药公司 Everest Medicines 宣布了一项全面的 2030 战略，旨在推动专注于亚洲的创新疗法的长期可持续增长，并进一步实现其研发和商业化能力的全球化。

The strategy, unveiled alongside news of increased shareholdings by directors and a substantial shareholder, signals a clear commitment to strengthening the company’s position as a leading regional biopharma player while reinforcing confidence in its long-term value proposition. According to the announcement, Everest Medicines plans to deepen its product pipeline, expand its integrated commercial platform, and aggressively pursue both in-licensing and out-licensing opportunities to capture new revenue streams and accelerate market access across key Asian markets..

该战略伴随着董事和主要股东增持股份的消息一同公布，明确表明了公司致力于加强其作为领先的区域性生物制药企业的地位，同时增强对其长期价值主张的信心。根据公告， Everest Medicines 计划深化其产品管线，扩展其综合商业平台，并积极寻求引进许可和对外许可的机会，以获取新的收入来源并加速在关键亚洲市场的准入。

Under the 2030 Strategy, Everest Medicines has set an ambitious financial target of achieving annual revenue exceeding RMB 15 billion by the end of the decade, with approximately RMB 9 billion expected from its existing pipeline and around RMB 6 billion derived from newly in-licensed assets. This forward-looking plan is built on a dual engine of business development partnerships and internal R&D, which together aim to deliver a diversified late-stage and commercial portfolio.

根据2030战略， Everest Medicines 设定了一个雄心勃勃的财务目标，即到本十年末实现年收入超过150亿元人民币，其中预计约90亿元来自其现有产品线，约60亿元来自新引进授权资产。这一前瞻性的计划建立在业务发展合作和内部研发的双重引擎之上，共同致力于打造多元化的后期和商业化产品组合。

Everest Medicines has already established three commercial products and is building a fully integrated commercial platform that spans the entire product lifecycle, from pre-launch preparation and market access to post-launch lifecycle management. The company projects a compound annual revenue growth rate of more than 50% from 2025 to 2030, followed by a growth rate above 15% thereafter, indicating sustained expansion beyond the initial strategic horizon..

云顶新耀已经建立了三个商业化产品，并正在打造一个覆盖产品整个生命周期的全集成式商业化平台，涵盖上市前准备、市场准入和上市后生命周期管理。公司预计从2025年到2030年复合年收入增长率将超过50%，此后增长率将保持在15%以上，这意味着在最初的策略规划期之后仍将保持持续扩张。

A central pillar of the new strategy is the continued build-out of an Asia-centric, yet globally competitive, pipeline of innovative drugs and vaccines. Everest Medicines expects to have more than 20 commercial products by 2030, including key therapies such as NEFECON, Velsipity, XERAVA, cefepime–taniborbactam, and Lerodalcibep.

新战略的核心支柱之一是继续构建以亚洲为中心、但具有全球竞争力的创新药物和疫苗管道。依生生物预计到2030年将拥有超过20种商业产品，包括NEFECON、Velsipity、XERAVA、头孢吡肟-坦尼硼巴坦和Lerodalcibep等关键疗法。

These assets are focused on high-need areas like renal disease, infectious disease, and immune-mediated conditions, where unmet medical needs remain significant across Asian healthcare systems. The company plans to leverage its strong business development capabilities and connections within the broader CBC ecosystem to bring in three to five late-stage, high-value assets every year.

这些资产集中在肾病、传染病和免疫介导疾病等高需求领域，在亚洲医疗系统中，这些领域的未满足医疗需求仍然显著。公司计划利用其强大的业务发展能力以及在更广泛的CBC生态系统中的联系，每年引入三到五个处于后期阶段的高价值资产。

Each of these assets is expected to have the potential to reach peak sales within three years of achieving reimbursement, a critical consideration for payor-driven Asian markets where rapid market penetration and formulary inclusion are key to commercial success..

预计这些资产中的每一项都有可能在获得报销后的三年内达到销售峰值，这对于以支付方为主导的亚洲市场而言是一个关键考量因素，因为在这些市场中，快速的市场渗透和纳入药品目录是商业成功的关键。

In parallel with in-licensing, Everest Medicines is also evaluating targeted out-licensing opportunities to unlock value from internally developed assets, especially in markets where strategic partners can accelerate commercialization. This flexible partnering model is increasingly common among Asia-based biopharma innovators who seek to balance regional commercialization focus with global market exposure.

与引进授权同步， Everest Medicines 也在评估有针对性的对外授权机会，以从内部开发的资产中释放价值，特别是在战略合作伙伴能够加速商业化的市场。这种灵活的合作模式在亚洲生物制药创新者中越来越普遍，他们寻求在区域商业化重点和全球市场曝光之间取得平衡。

By optimizing its portfolio mix through both in-bound and out-bound transactions, Everest Medicines aims to create a more resilient and diversified revenue base, reduce geographic concentration risk, and ensure that its innovation can reach broader patient populations beyond its core Asian territories.

通过入境和出境交易优化其投资组合，云顶医药旨在创造一个更具弹性和多样化的收入基础，减少地域集中风险，并确保其创新能够触及到其核心亚洲市场以外的更广泛患者群体。

The combination of regional commercialization strength and cross-border dealmaking capability is positioned as a competitive advantage in a rapidly evolving global biopharma landscape..

区域商业化实力与跨境交易能力的结合在快速发展的全球生物制药领域中被定位为一种竞争优势。

The 2030 Strategy also emphasizes the scaling of Everest Medicines’ commercialization infrastructure. Management highlights that the company has already built a scalable commercial platform that integrates medical affairs, market access, marketing, and sales capabilities. This platform has been validated by the commercial performance of NEFECON, a chronic disease therapy that generated over RMB 1 billion in sales during the first three quarters of its first full commercial year.

2030战略还强调了 Everest Medicines 商业化基础设施的扩展。管理层指出，公司已经建立了一个可扩展的商业化平台，整合了医学事务、市场准入、营销和销售能力。该平台已通过慢性疾病治疗药物NEFECON的商业化表现得到了验证，NEFECON在其首个完整商业化年度的前三个季度实现了超过10亿元人民币的销售额。

Such performance demonstrates not only product-market fit but also the company’s execution capabilities in complex therapeutic areas that require strong physician education, real-world evidence generation, and payor engagement. Building on this momentum, Everest Medicines plans to extend its commercial model and know-how from renal and anti-infective therapies into additional therapeutic areas, broadening its footprint across hospital, specialty, and possibly primary care segments in Asia..

这样的表现不仅证明了产品与市场的契合度，也展现了公司在复杂的治疗领域中的执行能力，这些领域需要强大的医生教育、真实世界证据生成以及支付方参与。基于这一势头， Everest Medicines 计划将其商业模型和专业知识从肾脏和抗感染治疗扩展到更多的治疗领域，扩大其在亚洲的医院、专科乃至可能的初级保健领域的覆盖范围。

On the R&D front, the strategy underscores continued investment in cutting-edge technology platforms, including in vivo mRNA CAR-T and mRNA tumor vaccine programs. These platforms reflect a deliberate move up the innovation curve, as Everest Medicines seeks to participate in next-generation modalities that are shaping the future of oncology and immunology drug development.

在研发方面，该战略强调继续投资于尖端技术平台，包括体内mRNA CAR-T和mRNA肿瘤疫苗项目。这些平台体现了Everest Medicines有意向创新曲线的上游移动，力求参与正在塑造肿瘤学和免疫学药物开发未来的下一代治疗模式。

By anchoring these R&D efforts in China and the broader Asian region, the company intends to address local disease epidemiology and healthcare system needs while keeping global regulatory standards in view. Everest Medicines plans to further globalize its R&D and clinical development activities, which may include multi-regional clinical trials, alignment with global regulatory agencies, and potential collaborations with international biotechs and pharma partners.

通过将这些研发工作扎根于中国及更广泛的亚洲地区，该公司旨在应对当地的疾病流行病学和医疗系统需求，同时兼顾全球监管标准。依生生物计划进一步将其研发和临床开发活动全球化，这可能包括多区域临床试验、与全球监管机构的协调，以及与国际生物技术和制药合作伙伴的潜在合作。

Such globalization is particularly important for Asian innovators seeking to demonstrate global-class data, differentiate their assets, and position themselves as partners of choice for multinational companies..

这样的全球化对于寻求展示全球级数据、区分其资产并定位为跨国公司首选合作伙伴的亚洲创新者来说尤为重要。

Financially, the company notes that its strong balance sheet and cash flow generated from existing commercial activities will underpin the execution of the 2030 Strategy. The concurrent announcement that directors and at least one substantial shareholder have increased their equity holdings in Everest Medicines adds a layer of governance and investor-relations significance.

财务方面，该公司指出其强劲的资产负债表和现有商业活动产生的现金流将支撑2030战略的执行。同时宣布的董事及至少一名重要股东增持云顶医药股份的消息，增加了公司治理和投资者关系的重要性。

This move is likely to be interpreted by institutional investors and strategic partners as a signal of internal confidence in the company’s roadmap and its ability to deliver on the stated revenue and pipeline milestones. For Asia-focused pharma executives and investors, this alignment between management incentives and long-term strategic objectives is an important factor when evaluating partnership potential, licensing deals, or co-development opportunities with Everest Medicines..

这一举措可能会被机构投资者和战略合作伙伴解读为公司对其发展路线图以及实现既定收入和产品线里程碑能力的内部信心信号。对于专注于亚洲的制药企业高管和投资者而言，在评估与 Everest Medicines 的合作潜力、许可交易或共同开发机会时，管理层激励与长期战略目标之间的一致性是一个重要因素。

From a broader industry perspective, the 2030 Strategy from Everest Medicines illustrates key themes shaping the Asian biopharma sector: rapid build-out of commercial infrastructure, emphasis on innovative and specialty products rather than traditional generics, and a growing reliance on sophisticated business development to complement internal science.

从更广泛的行业角度来看，云顶医药的2030战略体现了塑造亚洲生物制药行业的关键主题：快速建设商业基础设施、强调创新和特色产品而非传统仿制药，以及日益依赖复杂的商务拓展来补充内部科学。

It also highlights how Chinese and Asia-based companies are increasingly designing their strategies with global benchmarks in mind, targeting not just regional leadership but also competitive positioning on the global innovation stage. For B2B stakeholders across pharma and biotech, the announcement offers insight into evolving partnership models, potential late-stage licensing opportunities, contract manufacturing collaborations, and co-commercialization structures.

它还强调了中国和亚洲公司如何越来越多地在设计战略时考虑全球基准，目标不仅是区域领导地位，还包括在全球创新舞台上的竞争定位。对于制药和生物技术领域的B2B利益相关者，该公告提供了对不断演变的合作伙伴模式、潜在的晚期许可机会、合同制造合作以及共同商业化结构的见解。

It may also serve as a reference point for other regional players considering similar multi-year strategic roadmaps that integrate pipeline expansion, market access, and cross-border alliances in the post-2025 landscape..

它还可以作为其他区域参与者的一个参考点，这些参与者正在考虑类似的多年战略路线图，这些路线图整合了管道扩展、市场准入以及2025年后的跨境联盟。