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2026年03月29日：每日一只相对低位突破首板股 奥赛康：核心概念创新药、抗肿瘤（抗癌）、仿制药一致性评价；同时覆盖幽门螺杆菌、单抗/双抗、分子胶/RAS靶点、流感、超级真菌、慢病用药、医药电商；具备深股通、融资融券、深成500、富时罗素等属性，是创仿结合、聚焦消化与肿瘤的研发型药企。 一、超跌逻辑：该公司从2025年最高元持续下跌到昨日最低13.38元，半年多最大的跌幅达到60%，今日涨停15.39元仍在相对不高的位置。 二、趋势反转逻辑：今日涨停站上多条均线，日线和周线KDJ和MACD均出现双金叉，多项技术指标转好。 三、公司实力雄厚，具备多方面竞争优势：‌ 1、公司构建“仿制药打底+创新药突破”双轮驱动，在消化与肿瘤领域形成壁垒。仿制药拥有36个过评品种、15个集采中标，11个为首家过评，注射剂优势显著，稳定贡献现金流。创新药聚焦EGFR、RAS、CLDN18.2等热门靶点，利厄替尼、AN9025、ASKB589等进入关键阶段，差异化临床数据突出，形成“上市一批、审批一批、临床一批”的梯队布局。 2、公司创新药技术平台领先，具备自主研发与全球合作能力。SmartKine®前药平台解决细胞因子毒性痛点，已授权海外并孵化多款产品。AN9025作为分子胶泛RAS抑制剂，覆盖全突变亚型，临床进度国内领先。利厄替尼脑转移疗效优于同类，医保后性价比凸显；ASKB589冲刺国产首个CLDN18.2单抗，联合疗法数据优异。 3、公司商业化与BD能力突出，快速兑现研发价值。利厄替尼、德拉沙星等创新药上市后快速放量，医保落地提升渗透率。通过授权引进与对外合作，快速补齐管线短板，如AN9025引进、ASKG712对外授权，实现“引进来+走出去”双向循环。销售渠道覆盖全国三甲医院，学术推广能力强，创新药与仿制药协同，快速抢占市场份额。 4、公司2024年扭亏为盈、2025年业绩高增，仿制药集采中标稳定现金流，创新药进入收获期。利厄替尼医保后快速放量，Q1销售超预期，叠加ASKC109、ASKB589等品种推进，业绩确定性增强。技术面低位突破、超大单净流入，叠加板块情绪回暖，形成“临床突破+业绩反转+政策催化”三重驱动。 5、公司第三代EGFR-TKI利厄替尼（奥壹新）在欧洲肺癌大会公布长期OS数据，脑转移疗效突出，叠加医保落地加速商业化；泛RAS抑制剂AN9025完成首例给药、麦芽酚铁胶囊获受理，多重临床利好集中释放 。同时医药板块受“生物医药列为新兴支柱产业”政策催化，资金大幅流入，推动公司放量涨停。 6、政策适应与风险管控能力强，保障长期发展。深度参与集采，15款产品中标，以价换量扩大份额。研发投入持续高比例，创新药占比提升，对冲集采压力。管线多元化覆盖肿瘤、消化、血液病、眼科，降低单一领域风险。资金管理优化，闲置资金理财增厚收益，财务结构稳健，支撑研发与商业化持续投入。 招财哥出品，必属精品！精选优质突破首板个股不易！还望点赞关注和转发给予支持！ 以上观点仅供参考不做投资建议，股市有风险，投资需谨慎！

Careers Contact Us Healthcare Professionals ‒ Q4 2025 Net Revenue of $128.6 million ‒ ‒ Pro Forma Full Year 2025 Net Revenue of $401.3 million ‒ ‒ Q4 2025 Net Income of $14.0 million; Adjusted EBITDA of $77.2 million ‒ ‒ Conference Call Scheduled for Today at 8:30 a.m. Eastern Time ‒ Parsippany, NJ – March 5, 2026 – CorMedix Inc. (Nasdaq: CRMD), a biopharmaceutical company focused on developing and commercializing therapeutic products for life-threatening diseases and conditions, today announced financial results for the fourth quarter and full-year ended December 31, 2025 and provided an update on its business. Recent Corporate Highlights: CorMedix announces $128.6 million of net revenue for the fourth quarter of 2025, largely driven by continued utilization of DefenCath by its outpatient dialysis customers. DefenCath sales contributed $91.2 million of net revenue in the quarter. For the full-year 2025, CorMedix achieved total revenue of $311.7 million and pro forma total revenue of $401.3 million.(1) In the fourth quarter of 2025, the Company recognized Net Income of $14.0 million and adjusted EBITDA of $77.2 million.(2) Basic and Fully Diluted EPS were $0.18 and $0.16 per share, respectively. CorMedix reiterates previously established guidance for 2026, including net revenue of between $300 and $320 million and adjusted EBITDA of between $100 and $125 million. CorMedix announced in early February that its Board of Directors approved a share repurchase program, which authorizes the Company to repurchase up to $75 million of the Company’s outstanding common stock. As highlighted during the Company’s recent Analyst Day, CorMedix expects clinical data from the Phase 3 ReSPECT study of REZZAYO® (rezafungin for injection) in the prophylaxis of invasive fungal infections in adult patients undergoing allogeneic blood and marrow transplant in Q2 2026. In addition, the ongoing Phase 3 study of taurolidine/heparin catheter lock solution in TPN patients continues to enroll patients with targeted completion in the first half of 2027. Cash and short-term investments, excluding restricted cash, at December 31, 2025 amounted to $148.5 million. Joe Todisco, CorMedix Chairman and CEO, commented, “I am proud of the Company’s progress over the past year as we have accelerated the expansion of patient access for DefenCath, completed our acquisition and integration of Melinta, and saw progress in our two ongoing Phase 3 clinical programs for Rezzayo prophylaxis and DefenCath in TPN. With the announcement of our share repurchase program and multiple near-term milestones on the horizon, most notably the Rezzayo ReSPECT phase III data, CorMedix is focused on driving business growth and shareholder value over the year ahead.” Fourth Quarter and Full Year 2025 Financial Highlights For the fourth quarter of 2025, CorMedix recorded $128.6 million in net revenue, comprised of $91.2 million in sales of DefenCath and $37.4 million in revenue associated with the Melinta portfolio, an increase from $31.2 million in net revenue in the comparable period of 2024. The fourth quarter of 2025 was the first full quarter of Melinta portfolio revenue after the closing of the acquisition in August 2025. Total operating expenses in the fourth quarter of 2025 were $48.2 million, compared with $17.1 million in the fourth quarter of 2024, an increase of approximately 182%. The increase of $31.1 million over the prior period was driven primarily by the contribution of operating expenses from the Melinta acquisition for the full quarter. Fourth quarter 2025 operating expenses also included $4.1 million of non-recurring costs, including severance and other integration-related costs associated with the Melinta acquisition. Other drivers of increases year-over-year include stock-based compensation and investment in research and development programs associated with expanded indications for DefenCath, including the Phase III clinical study for prevention of CLABSI in TPN. For the fourth quarter of 2025, the Company recorded $14.0 million in net income, or $0.16 per diluted share, compared with net income of $13.5 million, or $0.20 per diluted share, in the fourth quarter of 2024. Net income for the fourth quarter of 2025 included tax expense, primarily associated with the utilization of the Company’s deferred tax assets, of $42.4 million. These deferred tax assets were established in the third quarter of 2025 and are associated with the anticipated future use of CorMedix Net Operating Loss (NOL) carryforwards due to projected future sustained profitability of the Company. Also for the fourth quarter of 2025, CorMedix reported Adjusted EBITDA of $77.2 million, compared to adjusted EBITDA of $15.3 million in the fourth quarter of 2024. For the year ended December 31, 2025, CorMedix recorded $311.7 million in total revenue, including $258.8 million in net sales of DefenCath and $52.9 million in net revenue from the legacy Melinta portfolio. Pro forma 2025 revenue, which reflects full-year revenue from the Melinta portfolio in addition to full-year net sales of DefenCath, was $401.3 million. The Company reported net income of $163.0 million, or $2.04 per diluted share, compared with a net loss of $17.9 million, or ($0.30) per share, in 2024. Net income was driven primarily by an increase in sales of DefenCath, and, to a lesser extent, net revenue from the acquisition of Melinta, partially offset by higher operating expenses. Operating expenses during the year ended December 31, 2025 totaled $125.6 million compared with $62.6 million for 2024, an increase of $63.0 million, or 101%. The increase over the prior year was driven primarily by the acquisition of Melinta, including the contribution of operating expenses from Melinta’s business for the period from August 29, 2025 through the end of the year as well as transaction, integration and severance costs. Other drivers of the year-over-year increase include stock-based compensation and investment in research and development programs associated with expanded indications for DefenCath, including the Phase III clinical study for prevention of CLABSI in TPN. The Company reported cash, cash equivalents and short-term investments of $148.5 million at December 31, 2025, excluding restricted cash. (1) Pro Forma Total Revenue was prepared by combining the financial results and for CorMedix and Melinta for the full fiscal year ended December 31, 2025, without further adjustment, as if the transaction had closed on January 1, 2025. (2) Adjusted EBITDA is a non-GAAP financial measure and excludes non-cash items such as depreciation, amortization, stock-based compensation, interest and other income and expense, taxes and certain non-recurring items. See “Non-GAAP Financial Measures” on the following pages for additional information regarding the use of EBITDA and Adjusted EBITDA and a reconciliation to the most comparable GAAP measure. Conference Call Information The management team of CorMedix will host a conference call and webcast today, March 5, 2026, at 8:30AM Eastern Time, to discuss recent corporate developments and financial results. Call details and dial-in information are as follows: March 5, 2026 @ 8:30am ET Domestic: 1-844-676-2922 International: 1-412-634-6840 Webcast: Webcast Link About CorMedix CorMedix Inc. is a biopharmaceutical company focused on developing and commercializing therapeutic products for the prevention and treatment of life-threatening conditions and diseases. CorMedix is commercializing DefenCath® (taurolidine and heparin) for the prevention of catheter-related bloodstream infections in adult patients undergoing hemodialysis via a central venous catheter. Following its August 2025 acquisition of Melinta Therapeutics LLC, CorMedix is also commercializing a portfolio of anti-infective products, including MINOCIN® (minocycline) for Injection, REZZAYO® (rezafungin), VABOMERE® (meropenem and vaborbactam), ORBACTIV™ (oritavancin), BAXDELA® (delafloxacin), and KIMYRSA® (oritavancin), as well as TOPROL-XL® (metoprolol succinate). CorMedix has ongoing clinical studies for DefenCath in Total Parenteral Nutrition and Pediatric patient populations and also intends to develop DefenCath as a catheter lock solution for use in other patient populations. REZZAYO is currently approved for the treatment of candidemia and invasive candidiasis in adults, with an ongoing Phase III study for the prophylaxis of IFD in adult patients undergoing allogeneic BMT. Topline results of the Phase III study for REZZAYO are expected in Q2 2026. For more information visit: www.cormedix.com. Forward-Looking Statements This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, as amended (the “Exchange Act”), that are subject to risks and uncertainties. Forward-looking statements are often identified by the use of words such as, but not limited to, “anticipate,” “believe,” “can,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “project,” “seek,” “should,” “target,” “will,” “would,” and similar expressions or variations intended to identify forward-looking statements. All statements, other than statements of historical facts, regarding management’s expectations, beliefs, goals, plans or CorMedix’s prospects should be considered forward-looking statements including, but not limited to statements regarding financial and business guidance; sales, revenue and operating expense estimates; synergy estimates and timing; accretion estimates; expectations regarding product utilization and product reimbursement rates; Adjusted EBITDA estimates; expectations and timing regarding clinical studies and real world studies and development; and expectations of CorMedix’s product pipeline. Readers are cautioned that actual results may differ materially from projections or estimates due to a variety of important factors, and readers are directed to the Risk Factors identified in CorMedix’s filings with the SEC, including its most recent Annual Report on Form 10-K, copies of which are available free of charge at the SEC’s website at www.sec.gov or upon request from CorMedix. CorMedix may not actually achieve the goals or plans described in its forward-looking statements, and such forward-looking statements speak only as of the date of this press release. In addition, pro forma financial information does not necessarily reflect the actual results that we would have achieved had the pro forma transaction been consummated as of the date indicated nor does it reflect the potential future results of the combined company. Investors should not place undue reliance on these statements. CorMedix assumes no obligation and does not intend to update these forward-looking statements, except as required by law. Non-GAAP Financial Measures This release includes certain non-GAAP financial measures, including EBITDA and adjusted EBITDA, which are intended as supplemental measures of the Company’s performance that are not required by or presented in accordance with GAAP. Management uses these non-GAAP measures internally to evaluate and manage the Company’s operations and to better understand its business because they facilitate a comparative assessment of the Company’s operating performance relative to its performance based on results calculated under GAAP. These non-GAAP measures also isolate the effects of some items that vary from period to period without any correlation to core operating performance and eliminate certain charges that management believes do not reflect the Company’s operations and underlying operational performance. The Company believes that these non-GAAP measures also provide useful information to investors regarding certain financial and business trends relating to the Company’s financial condition and operating results, which facilitates an evaluation of the financial performance of the Company and its operations on a consistent basis. Providing this information therefore allows investors to make independent assessments of the Company’s financial performance, results of operations and trends while viewing the information through the eyes of management. These non-GAAP measures are subject to limitations. The non-GAAP measures presented in this release may not be comparable to similarly titled measures used by other companies because other companies may not calculate one or more in the same manner. Additionally, the non-GAAP performance measures exclude significant expenses and income that are required by GAAP to be recorded in the Company’s financial statements; do not reflect changes in, or cash requirements for, working capital needs. Further, our historical adjusted results are not intended to project our adjusted results of operations or financial position for any future period. To compensate for these limitations, management presents and considers these non-GAAP measures in conjunction with the Company’s GAAP results; no non-GAAP measure should be considered in isolation from or as alternatives to any measure determined in accordance with GAAP. Readers should review the reconciliations included below, and should not rely on any single financial measure to evaluate the Company’s business. Investor Contact: Dan Ferry Managing Director LifeSci Advisors daniel@lifesciadvisors.com (617) 430-7576