Zhejiang Xianju Pharmaceutical Co LtdProducts tentatively selected in national procurement, but impact on performance uncertain.

Zhejiang Xianju Pharmaceutical announced that its products drospirenone and ethinylestradiol tablets (II), dydrogesterone tablets, and betahistine mesilate tablets have been tentatively selected for the 12th National Centralized Drug Procurement. The procurement cycle runs from the implementation date of the selection results until December 31, 2029. Drospirenone and ethinylestradiol tablets (II) had domestic sales of approximately 48.58 million yuan in 2025, accounting for 1.29% of revenue, and about 15.34 million yuan in the first quarter of 2026, representing 1.67%. Dydrogesterone tablets recorded sales of around 3.41 million yuan in 2025 and about 3.46 million yuan in the first quarter of 2026. Betahistine mesilate tablets were approved in May 2026 and have not yet generated sales. The company stated that medical institutions will prioritize the use of selected products and ensure the fulfillment of agreed procurement volumes, but subsequent developments and the impact on company performance remain uncertain.
Zhejiang Xianju Pharmaceutical Co LtdProducts tentatively selected in national procurement, but impact on performance uncertain.