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Chinese biopharma known for icotinib (Conmana), China's first domestically developed targeted lung-cancer (EGFR inhibitor) drug.
Chinese biopharma known for icotinib (Conmana), China's first domestically developed targeted lung-cancer (EGFR inhibitor) drug.
Most sales come from icotinib, sold to hospitals through distributors and reimbursed through China's state insurance list, so price negotiations, patent life and competing EGFR drugs decide the pace. Further cancer drugs are being added to reduce dependence on that single product.
Moat: narrow (IP / patents, regulatory licence). Patent-protected, first-to-market domestic EGFR-inhibitor franchise.
Headquarters: Hangzhou, China · Employees: 1,785
Size Betta Pharmaceuticals (300558.SZ) is a China Health Care company (Pharmaceuticals: Major) with a market value of $3.01B, the 853rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥47.34 on 6 Nov 2026.
Performance Over six months the shares fell 8.9%, against -0.1% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 16.5% over the last twelve months (peer median +12.1%); the operating margin is 11.3% (peer median 10.8%).
Valuation It trades at 44.2× forward earnings against a peer median of 37.9× (8th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 25% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +11 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.6 points below its cost of capital (11.3% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.80B | CN¥3.60B | CN¥2.88B | CN¥2.45B | CN¥2.36B |
| Revenue growth | — | +25% | +18% | +4% | — |
| Gross profit | CN¥3.12B | CN¥2.56B | CN¥2.17B | CN¥1.88B | CN¥1.94B |
| EBITDA | n/a | CN¥1.09B | CN¥848M | CN¥583M | CN¥412M |
| Net income | CN¥267M | CN¥305M | CN¥403M | CN¥348M | CN¥145M |
| Free cash flow | CN¥312M | CN¥296M | CN¥83.6M | -CN¥182M | -CN¥704M |
| Capital expenditure | CN¥550M | CN¥617M | CN¥828M | CN¥1.10B | CN¥1.01B |
| Total debt | CN¥2.47B | CN¥2.50B | CN¥2.39B | CN¥2.43B | CN¥1.76B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Betta Pharmaceuticals 300558.SZ | $3.01B | -9% | +16% | 11% | 44.2× | 25.2% |
| AstraZeneca AZN.L | $291B | +1% | +5% | 23% | 18.3× | 14.5% |
| Jiangsu Hengrui Pharmaceuticals 600276.SS | $49.7B | -6% | +6% | 27% | 36.4× | 14.9% |
| Hansoh Pharma 3692.HK | $26.9B | -7% | +25% | 38% | 27.5× | 8.9% |
| Shanghai Allist Pharmaceuticals 688578.SS | $5.90B | -6% | +39% | 47% | 13.8× | 1.8% |
| Roche RO.SW | $385B | +22% | -1% | 31% | 19.6× | 0.9% |
| Innovent Biologics 1801.HK | $19.2B | -5% | +43% | 17% | 53.3× | 11.7% |
| Sbp 1177.HK | $12.7B | +4% | +15% | 30% | 18.3× | -5.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 300558.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.1% | +3.5% | 7th lowest of 21 |
| 6-month return | -8.9% | -0.1% | 6th lowest of 21 |
| Distance from 52-week high | -39.5% | -19.7% | 3rd lowest of 21 |
| Revenue growth (TTM) | +16.5% | +12.1% | 10th highest of 21 |
| Operating margin | 11.3% | 10.8% | 11th highest of 21 |
| Forward P/E | 44.2× | 37.9× | 8th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 25.2% | 16.5% | 8th least demanding of 15 |
| Growth delivered (Del g) | +14.0% | +6.3% | 6th highest of 15 |
| Hurdle (Req g minus delivered) | +11.2 pp | +0.5 pp | 6th most demanding of 15 |
| ROIC minus cost of capital | -3.6 pp | +0.9 pp | 7th lowest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Betta Pharmaceuticals 300558.SZ | China | $3.01B | -9% | +16% | 11% | 44.2× | 25.2% | +14.0% |
| IDEAYA Biosciences IDYA | United States | $3.02B | +10% | -83% | -1,267% | n/a | n/a | n/a |
| Hybio Pharmaceutical 300199.SZ | China | $3.08B | +16% | +70% | 31% | 51.4× | 40.1% | +6.1% |
| Sam Chun Dang Pharm 000250.KS | South Korea | $2.91B | -59% | +21% | 7% | n/a | n/a | n/a |
| Joincare Pharmaceutical Group Industry 600380.SS | China | $2.86B | -4% | -12% | 18% | 15.6× | -13.1% | +2.4% |
| Chengdu Kanghong Pharmaceutical 002773.SZ | China | $3.18B | -7% | -11% | 24% | 21.3× | -2.2% | +7.0% |
| Tasly Pharmaceutical 600535.SS | China | $3.20B | -5% | -4% | 19% | 16.5× | -7.6% | -9.6% |
| Arcutis Biotherapeutics ARQT | United States | $3.21B | +21% | +76% | 7% | 37.9× | 48.9% | +367.3% |
| Viridian Therapeutics VRDN | United States | $3.23B | +72% | -63% | -1,781% | n/a | n/a | n/a |
| Vericel VCEL | United States | $2.80B | +63% | +23% | 6% | 76.2× | 50.7% | +17.3% |
| InSilico Medicine Cayman TopCo 3696.HK | Hong Kong | $2.80B | -43% | +153% | -7% | 100.0× | 42.1% | +22.9% |
| BioArctic BIOA-B.ST | Sweden | $2.78B | -3% | -46% | 22% | 53.4× | 25.7% | +100.1% |
| Kangmei Pharmaceutical 600518.SS | China | $2.77B | -22% | -6% | -7% | n/a | n/a | n/a |
| Acutaas Chemicals ACUTAAS.NS | India | $3.28B | +39% | +45% | 36% | 61.8× | n/a | n/a |
| China Medical System 0867.HK | Hong Kong | $3.30B | -16% | +15% | 20% | 10.9× | 2.9% | +2.7% |
| China National Medicines 600511.SS | China | $3.31B | +2% | +3% | 4% | 10.7× | -9.8% | +5.4% |
| Almirall ALM.MC | Spain | $2.74B | -2% | +24% | 8% | 30.6× | 7.3% | +6.5% |
| Acrobiosystems 301080.SZ | China | $2.72B | +95% | +29% | 17% | 64.9× | 45.0% | +27.7% |
| Wockhardt WOCKPHARMA.NS | India | $3.35B | +19% | +26% | 13% | n/a | 56.9% | +4.2% |
| Yili Chuanning Biotechnology 301301.SZ | China | $2.70B | -20% | -14% | 16% | 26.3× | 4.6% | +4.8% |
| Piramal Pharma PPLPHARMA.NS | India | $3.37B | +30% | +9% | 3% | 159.9× | n/a | n/a |