The stock price continued to fall, and Rui Wang, deputy general manager of Boteng (300363), resigned less than two years after joining the company.

On the evening of December 3,实时新闻 2023, Boteng Co., Ltd. (300363) announced that it had recently received a written resignation report submitted by Rui Wang, a senior manager of the company. For personal reasons, Rui Wang applied to resign as the deputy general manager of the company. As of the disclosure date of this announcement, Mr. Rui Wang holds 70,000 shares of the company (including 42,000 restricted shares that have been granted but not yet unlocked in the restricted stock incentive plan of the company in 2021), accounting for 0.01% of the company's total share capital.

According to the announcement, Rui Wang's original term as deputy general manager of the company will expire on the fifth board of directors of the company (i.e. April 18, 2025). According to the data, Wang Rui once worked for Livzon Pharmaceutical, Dachang Huajia, nutricia Pharmaceutical, Abbott, AstraZeneca and Sanofi, and successively held the positions of senior brand manager, executive marketing director and market leader. On April 22, 2022, due to the needs of the company's business development, he was newly hired as the deputy general manager by the board of directors of the company, and he has been employed for less than two years.

It is understood that Boteng Co., Ltd. is a customized R&D and production enterprise of medical contracts (CDMO), which was listed on the Shenzhen Stock Exchange in 2014. It mainly provides customized R&D and production services for chemical drugs (including starting materials, intermediates, APIs, preparations) and biological drugs (including plasmids, virus vectors, cell therapy and gene therapy) required by global pharmaceutical companies and new drug research and development institutions from early clinical research to drug marketing.

In the first half of 2023, the customized R&D and production of medicine accounted for 99.0% of the operating income of Boteng.

In terms of performance, Boteng's revenue in the first three quarters of 2023 was about 3.037 billion yuan, a year-on-year decrease of 41.79%; The net profit attributable to shareholders of listed companies was about 452 million yuan, a year-on-year decrease of 71.36%; The basic earnings per share was 0.83 yuan, a year-on-year decrease of 71.38%.

In analyzing the third quarter results of Boteng, Open Source Securities said that in the first three quarters of 2023, the company's small molecular raw material drug CDMO business achieved revenue of 2.942 billion yuan, down 43% year-on-year, and the new business preparation and CGT business achieved revenue of 61/32 million yuan, up 237%/85% year-on-year. Considering the slowdown of downstream demand in the industry, the company's profit forecast for 2023-2025 is lowered. It is estimated that the net profit attributable to the mother is 528/471/595 million yuan (originally estimated at 684/548/694 million yuan), EPS is 0.97/0.86/1.09 yuan, and the current share price corresponds to PE of 30.9/34.6/.

On the same day, Boteng shares also announced on December 3rd that as of November 30th, 2023, the company had bought back 500,000 shares of the company by centralized bidding, accounting for 0.09% of the company's current total share capital. The highest transaction price was 32 yuan/share, the lowest transaction price was 29.26 yuan/share, and the total transaction amount was 15,049,100 yuan.

It is found that the share price of Boteng Co., Ltd. is 105 yuan higher than the peak in 2021, and the overall trend continues to decline, and it has now fallen to 27 yuan. With the company's continuous repurchase, the company's share price has rebounded. As of 10:10 on December 4, 2023, the price of Boteng shares was 27.76 yuan, a decrease of 3.81%.


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