Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300204.SZ
STRONG SELLREMOVEStaidson (Beijing) BioPharmaceuticals Co., Ltd. · Healthcare · China · $1.8B · Avg Vol: $76M/d
Staidson BioPharma lacks a clear connection to our core CDMO pricing power theme, and its weak quality metrics (Q-score of 33) make it an unsuitable candidate for a concentrated quality-focused portfolio.
COMPANY DESCRIPTION
Staidson (Beijing) BioPharmaceuticals Co., Ltd. is a biopharmaceutical company focused on the research, development, and commercialization of therapeutic biological products. Its flagship product, Mouse Nerve Growth Factor, is a market-leading treatment for peripheral nerve damage in China. The company's competitive moat is sustained by its proprietary bioprocess technologies, strong clinical track record, and specialized sales network in neurology and orthopedics.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 81M | 54M | 48M | 33M | -26.2% |
| EPS | -0.06 | -0.12 | -0.04 | -0.02 | — |
| Shares | 475M | 478M | 478M | 478M | +0.5% |
| Debt | 867,215 | 4M | 4M | 12M | 140.0% |
| Equity | 200M | 151M | 137M | 121M | -15.4% |
| Op CF | -26M | -34M | -9M | -19M | — |
| Inv CF | 47M | 3M | 622,669 | -8M | — |
| Fin CF | 5M | 5M | 4M | 37M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 300204.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300204.SZ | Staidson (Beijing) BioPharmaceuticals Co., Ltd.(you) | $1.8B | 16 | STRONG SELL |
| 2616.HK | CStone Pharmaceuticals | $1.6B | 14 | STRONG SELL |
| 688382.SS | InventisBio Co., Limited | $1.7B | 12 | STRONG SELL |
| 688443.SS | Chongqing Genrix Biopharmaceutical Co., Ltd. | $1.5B | 12 | STRONG SELL |
| 300294.SZ | China Resources Boya Bio-pharmaceutical Group Co.,Ltd | $1.2B | 16 | STRONG SELL |
| 9688.HK | Zai Lab Limited | $2.0B | 22 | SELL |
| 2595.HK | GenFleet Therapeutics (Shanghai) Inc. | $1.6B | 21 | SELL |
| 1672.HK | Ascletis Pharma Inc. | $1.9B | 25 | SELL |
| 688068.SS | Beijing Hotgen Biotech Co., Ltd. | $1.2B | 12 | STRONG SELL |
| 9606.HK | Duality Biotherapeutics, Inc. | $2.6B | 11 | STRONG SELL |
Peer medians: ROE 4.8% · P/E 27.8x · Gross margin 53.0%