ALZN Latest Report

Performance of the Current Financial Report

Based on the financial data provided, Alzamend Neuro (stock code: ALZN) had a total operating revenue of -10,374,150 yuan (TTM) as of January 31, 2025, compared to -26,599,300 yuan as of January 31, 2024, indicating a change in the total operating revenue year-on-year, although still in negative territory, but with improvement.

Key Data in the Financial Report

1. Improvement in Operating Revenue: The operating revenue in 2025 was -10,374,150 yuan, an improvement of about 16,225,150 yuan compared to the same period in 2024.

2. Significant Change in R&D Expenses: The R&D expenses in 2025 were RMB 4,471,111, compared to RMB 19,087,557 in 2024, with a significant reduction.

3. Effective Control of Sales and Management Expenses: The marketing, sales, and general management expenses in 2025 were RMB 5,903,040, lower than RMB 7,511,730 in 2024.

4. Possible Changes in Market Environment: Changes in the industry or market environment may provide opportunities for the company to enhance sales.

Peer Comparison

1. Industry-wide Analysis: In the biopharmaceutical industry, many companies have gradually recovered after the pandemic and seen a rebound in demand, which may have provided a good external environment for Alzamend Neuro's revenue improvement. Intensified competition within the industry may prompt the company to adjust its strategies to enhance sales.

2. Peer Evaluation Analysis: Although Alzamend Neuro's operating revenue is still negative, the improvement in the same period is significant. If other companies in the same industry also experienced revenue recovery, it indicates the overall recovery of the industry; if the revenue of other companies continues to deteriorate, Alzamend Neuro's relative performance is more prominent, showing its market competitiveness.

Summary

This analysis shows that Alzamend Neuro's improvement in operating revenue in 2025, although still in negative territory, has significantly improved, mainly due to the reduction in R&D expenses, effective implementation of cost control measures, and possible market opportunities, providing a certain foundation for the company's future development.

Opportunities

1. The reduction in R&D expenses releases more resources for market promotion, which may further promote revenue growth.

2. The improvement in the market environment provides new opportunities for product sales, especially in the context of the recovery of the biopharmaceutical industry.

3. The company may consider launching new products to take advantage of industry trends and enhance its market share.

Risks

1. The operating revenue is still in negative territory, indicating that the company's current profitability is limited and needs to be closely monitored.

2. Intensified industry competition may lead to further fragmentation of market share, affecting the company's sales strategy.

3. Uncertainty in the R&D pipeline may affect the launch of new products and revenue growth in the future.