Who are Shanghai Allist Pharmaceuticals's main competitors?

Named competitors: AstraZeneca (AZN.L), Jiangsu Hengrui (600276.SS), BeiGene (688235.SS), InnoCare Pharma (9969.HK), Hansoh Pharmaceutical (3692.HK), Betta Pharmaceuticals (300558.SZ). The cockpit's measured peer set (industry) also includes Abbott India (ABBOTINDIA.NS), Veradermics (MANE), Mirum Pharmaceuticals (MIRM), Ligand Pharmaceuticals (LGND), Apotex Health (APTX.TO), Belite Bio, Inc. ADR (BLTE).

How has Shanghai Allist Pharmaceuticals stock performed?

Over six months to 6 Nov 2026 the shares returned -5.5% against -4.5% for the median peer; over one year -16.7%.

← CockpitCompetitor Analysis › 688578.SS Shanghai Allist Pharmaceuticals Co. Ltd. Class AOpen in the cockpit ↗

Shanghai Allist Pharmaceuticals Co. Ltd. Class A688578.SSCompetitor analysis, valuation and peers

China · CNY·Health Care›Pharmaceuticals: Major

Chinese oncology drugmaker known for its domestically developed EGFR lung-cancer targeted therapy.

≈ A China-focused AstraZeneca oncology unit, single-drug scaleMomentum neutral 59

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$5.90B

US dollars, full cap

Free float

49%

of shares outstanding

$/day

$98.0M

20-day average traded

Fwd P/E

13.8×

forward earnings

ROIC−WACC

+36.8 pp

WACC 8.5%

Hurdle

-518 pp

Req g minus delivered

Next earnings

173 days

28 Apr 2027

Close · CNYCN¥87.47

1D+0.8%

1W+8.0%

1M-2.0%

3M-17.4%

6M-5.5%

YTD-16.0%

1Y-16.7%

ATR %5.3%

52w lowhigh36.8% off high

What Shanghai Allist Pharmaceuticals does

Chinese oncology drugmaker known for its domestically developed EGFR lung-cancer targeted therapy.

Sells furmonertinib in China, where inclusion on the national insurance reimbursement list lifted prescriptions in exchange for lower prices. Outside Greater China, US-based ArriVent BioPharma holds the rights and is running overseas trials, so Allist is paid through milestones and royalties abroad rather than product sales.

In one line: A China-focused AstraZeneca oncology unit, single-drug scale.

Products and services

Furmonertinib (EGFR inhibitor)
Pipeline oncology candidates

Customers

Hospitals
Oncologists

Where it sits in the supply chain

Biotechnology
Small-molecule oncology drugs
Targeted therapy (EGFR inhibitors)

What could go right

Label expansion and earlier-line approvals
Ex-China licensing

What could go wrong

Single-drug revenue concentration
National price negotiations (VBP)

Moat: narrow (IP / patents). Patented, domestically developed EGFR inhibitor competing with imported drugs on the reimbursement list.

Headquarters: Shanghai, China · Founded: 2000 · Employees: 1,989

Named competitors

AstraZeneca AZN.L
Jiangsu Hengrui 600276.SS
BeiGene 688235.SS
InnoCare Pharma 9969.HK
Hansoh Pharmaceutical 3692.HK
Betta Pharmaceuticals 300558.SZ
Dizal Pharmaceutical 688192.SS
Yuhan 000100.KS

Shanghai Allist Pharmaceuticals at a glance

Size Shanghai Allist Pharmaceuticals (688578.SS) is a China Health Care company (Pharmaceuticals: Major) with a market value of $5.90B, the 426th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥87.47 on 6 Nov 2026.

Performance Over six months the shares fell 5.5%, against -4.5% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 20 in its peer set.

Growth Revenue grew 38.5% over the last twelve months (peer median +10.6%); the operating margin is 46.6% (peer median 15.9%).

Valuation It trades at 13.8× forward earnings against a peer median of 28.8× (4th cheapest of 17).

Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +520%, so the hurdle is -518 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 36.8 points above its cost of capital (8.5% WACC).

Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Shanghai Allist Pharmaceuticals against the median of its 20 peers (local-currency closes).

Shanghai Allist Pharmaceuticals financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥6.59B	CN¥5.12B	CN¥3.52B	CN¥1.99B	CN¥789M
Revenue growth	—	+46%	+77%	+152%	—
Gross profit	CN¥6.29B	CN¥4.92B	CN¥3.34B	CN¥1.88B	CN¥734M
EBITDA	n/a	CN¥2.34B	CN¥1.51B	CN¥590M	CN¥64.9M
Net income	CN¥2.91B	CN¥2.19B	CN¥1.43B	CN¥644M	CN¥131M
Free cash flow	CN¥3.00B	CN¥2.23B	CN¥1.37B	CN¥620M	-CN¥10.3M
Capital expenditure	CN¥81.0M	CN¥186M	CN¥270M	CN¥67.9M	CN¥144M
Total debt	CN¥3.61M	CN¥3.89M	CN¥1.30M	CN¥1.82M	CN¥1.96M

Quarterly statements and history in the cockpit →

Shanghai Allist Pharmaceuticals competitor charts

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.

Performance: 6-month against 1-month return

Up and to the right = strong over both horizons. Shanghai Allist Pharmaceuticals is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shanghai Allist Pharmaceuticals is the large dot.

Capital: growth delivered against growth the price implies

Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Shanghai Allist Pharmaceuticals is the large dot.

Shanghai Allist Pharmaceuticals competitors and peer comparison

Head to head with its named competitors (688578.SS vs AZN.L vs 600276.SS vs 688235.SS)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Shanghai Allist Pharmaceuticals 688578.SS	$5.90B	-6%	+39%	47%	13.8×	1.8%
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%
BeOne Medicines 688235.SS	$45.8B	+19%	+28%	15%	74.5×	23.3%
InnoCare Pharma 9969.HK	$2.31B	-13%	+146%	35%	37.0×	0.8%
Hansoh Pharma 3692.HK	$26.9B	-7%	+25%	38%	27.5×	8.9%
Betta Pharmaceuticals 300558.SZ	$3.01B	-9%	+16%	11%	44.2×	25.2%
Dizal Pharmaceutical 688192.SS	$4.68B	+18%	+720%	69%	9.5×	-8.4%
Yuhan 000100.KS	$4.05B	-12%	+5%	5%	38.6×	20.2%

How Shanghai Allist Pharmaceuticals compares with its peers

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.

Shanghai Allist Pharmaceuticals against its 20 peers (data as of 6 Nov 2026)
Measure	688578.SS	Peer median	Rank in peer set
1-month return	-2.0%	+2.5%	5th lowest of 21
6-month return	-5.5%	-4.5%	9th lowest of 20
Distance from 52-week high	-36.8%	-20.6%	7th lowest of 21
Revenue growth (TTM)	+38.5%	+10.6%	3rd highest of 18
Operating margin	46.6%	15.9%	highest of 19
Forward P/E	13.8×	28.8×	4th cheapest of 17
Growth the price implies (Req g, 7 yrs)	1.8%	8.0%	5th least demanding of 14
Growth delivered (Del g)	+519.6%	+10.7%	highest of 14
Hurdle (Req g minus delivered)	-517.8 pp	+1.5 pp	least demanding of 14
ROIC minus cost of capital	+36.8 pp	+1.3 pp	highest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Shanghai Allist Pharmaceuticals 688578.SS	China	$5.90B	-6%	+39%	47%	13.8×	1.8%	+519.6%
Abbott India ABBOTINDIA.NS	India	$5.93B	-1%	+6%	28%	32.4×	11.4%	+10.0%
Veradermics MANE	United States	$5.80B	+31%	n/a	n/a	n/a	n/a	n/a
Mirum Pharmaceuticals MIRM	United States	$6.12B	-13%	+42%	-21%	n/a	n/a	n/a
Ligand Pharmaceuticals LGND	United States	$6.12B	+38%	+1%	14%	28.0×	57.8%	+7.5%
Apotex Health APTX.TO	Canada	$5.62B	n/a	+4%	32%	18.6×	-13.5%	+4.2%
Belite Bio, Inc. ADR BLTE	United States	$6.20B	0%	n/a	n/a	n/a	n/a	n/a
Biocon BIOCON.NS	India	$6.28B	-4%	+6%	8%	56.4×	n/a	n/a
Gland Pharma GLAND.NS	India	$5.53B	+69%	+18%	20%	39.0×	28.0%	+13.3%
PTC Therapeutics PTCT	United States	$5.47B	-11%	-35%	22%	34.8×	8.0%	+35.4%
Samsung Epis 0126Z0.KS	South Korea	$6.39B	-36%	n/a	-25%	24.0×	n/a	n/a
Gan & Lee Pharmaceuticals 603087.SS	China	$6.40B	+21%	+14%	20%	29.7×	n/a	n/a
Supernus Pharmaceuticals SUPN	United States	$5.43B	-49%	+16%	45%	6.7×	4.2%	+13.9%
China Resources Sanjiu Medical & Pharmaceutical 000999.SZ	China	$6.48B	0%	+4%	14%	12.8×	-6.3%	+18.4%
Ionis Pharmaceuticals IONS	United States	$6.55B	-48%	-7%	-68%	n/a	n/a	n/a
Beijing TongRenTang 600085.SS	China	$5.27B	-8%	-17%	8%	31.2×	2.7%	+6.2%
Sumitomo Pharma 4506.T	Japan	$5.23B	+7%	+11%	10%	8.3×	1.4%	-2.6%
Alkem Laboratories ALKEM.NS	India	$6.67B	-5%	+13%	17%	27.4×	24.3%	+10.7%
IPCA Laboratories IPCALAB.NS	India	$5.22B	+24%	+11%	17%	32.4×	17.8%	+12.2%
Shenzhen Salubris Pharmaceuticals 002294.SZ	China	$5.18B	-39%	+14%	11%	41.6×	15.5%	+9.7%
SKBP 326030.KS	South Korea	$5.12B	-11%	+39%	35%	21.6×	0.5%	+93.6%

Questions

Who are Shanghai Allist Pharmaceuticals's main competitors?: Named competitors: AstraZeneca (AZN.L), Jiangsu Hengrui (600276.SS), BeiGene (688235.SS), InnoCare Pharma (9969.HK), Hansoh Pharmaceutical (3692.HK), Betta Pharmaceuticals (300558.SZ). The cockpit's measured peer set (industry) also includes Abbott India (ABBOTINDIA.NS), Veradermics (MANE), Mirum Pharmaceuticals (MIRM), Ligand Pharmaceuticals (LGND), Apotex Health (APTX.TO), Belite Bio, Inc. ADR (BLTE).
Is Shanghai Allist Pharmaceuticals expensive compared with its peers?: On forward p/e it trades at 13.8× against a peer median of 28.8×, 4th cheapest of 17 in its peer set. For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +520%, so the hurdle is -518 pp: the price already allows for a slowdown.
How has Shanghai Allist Pharmaceuticals stock performed?: Over six months to 6 Nov 2026 the shares returned -5.5% against -4.5% for the median peer; over one year -16.7%.