证券代码：300009 证券简称：安科生物 安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2014-002 | --- | --- | --- | |-----------------------|-----------------------------------------------------------|------------------------------------------------------------------| | | | | | 投资者关系活动 | 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 中信产业基金 李*、景顺长城 | 范**、彤源投资 谷*、国信证 | | 人员姓名 | 券 林**、盈峰资本 | 斯*、华安基金 裘**、民生加银基金 葛*、 | | | 国海富兰克林 何**、南京证券 富安达基金 李**、东方基金 | 任* 苏**、华夏基金 殷* ...

Group 1: R&D Progress - The company is currently conducting clinical trials for its main research products, including PEG-recombinant human growth hormone injection and PEG-recombinant human keratinocyte growth factor-2 (KGF-2), which is in phase III clinical trials [2] - The company is actively coordinating with clinical trial units to accelerate patient enrollment for its clinical trials [2] - The application for clinical trials of recombinant human HER-2 monoclonal antibody is nearing completion [2] - The company is also developing a series of chemical drugs, including tenofovir, in collaboration with research teams [3] Group 2: Strategic Developments - Following the acquisition of Shanghai Suhao Yiming Pharmaceutical Company, the company is focusing on the development of peptide products in oncology, gynecology, and pediatrics to enrich its product line [3] - The company is paying attention to the emerging fields of genetic testing and mobile healthcare, and plans to actively engage in these areas [3] - The company is involved in a smart healthcare project in Hefei, which will help accumulate experience in mobile healthcare [3]

Group 1: Product Performance - Significant growth in sales of growth hormone and interferon in 2014 due to specialized sales strategies and continuous academic promotion [4] - Interferon exports increased notably, with domestic growth driven by external formulations [4] - Sales growth of growth hormone attributed to professional sales lines established since 2012, enhancing market recognition and service quality [4] Group 2: Financial Metrics - Decline in gross margin due to price factors and increased production costs, including depreciation from new equipment investments [4] - Strategic goal to achieve a market value of 10 billion within 1-2 years, focusing on sales growth in biological products and breakthroughs in traditional Chinese and chemical medicines [7] Group 3: Product Development and R&D - Introduction of water injection products expected to replace powder injections, enhancing competitive edge and growth potential [5] - Emphasis on R&D with increasing budget allocation, focusing on antiviral products, growth hormones, and traditional Chinese medicine [6] - Collaboration with Suhao Yiming to leverage peptide raw materials and technology for enhanced product development [8] Group 4: Market Expansion Strategies - Plans to improve after-sales service and communication with patients to expand growth hormone patient resources [7] - Development of diagnostic reagents through self-development and external cooperation, with a new management structure for better efficiency [8] - Active engagement in smart healthcare initiatives to explore innovative models [7]

Group 1: CAR-T Technology Insights - CAR-T technology is specific to targeted therapies, with efficacy influenced by various technical and industrial factors [3] - CD19 CAR is the most successful, with limited room for technical improvement; however, differences exist among companies [3] - The current challenge is the narrow indication range for CAR-T, making it difficult to find a large patient population [4] Group 2: Market and Development Strategy - The company focuses on broader indication targets for CAR-T to enhance patient selection advantages [4] - The company aims for industrialization of CAR-T, particularly through allogeneic CAR-NK cell therapies targeting T-cell lymphoma and leukemia [4] - The commercialization path for allogeneic NK cell therapy is progressing rapidly, with discussions with several clients [7] Group 3: Comparison of CAR-T and CAR-NK - CAR-NK offers better safety profiles compared to CAR-T, as it does not cause lethal cytokine storms [5] - CAR-T can proliferate significantly in the body, while CAR-NK requires long-term reinfusion [5] - Both CAR-T and CAR-NK have similar in vitro killing capabilities, but CAR-T has advantages in vivo due to memory cell formation [5] Group 4: Challenges in Solid Tumor Treatment - Solid tumors present unique challenges, including heterogeneity and immune suppression, making CAR-T less effective [6][7] - The difficulty in targeting solid tumors arises from the presence of negative cells that do not express the targeted antigens [7] - The risk of off-target effects is significant if the antibodies are not well-designed [7] Group 5: Future Directions and Considerations - The company is exploring gene editing technologies like CRISPR/Cas9 for CAR-NK, enhancing immune activity and reducing rejection [6] - The company considers increasing its shareholding in the future, with existing agreements providing priority purchase rights [8]

Group 1: Company Performance - The company's main revenue comes from traditional businesses: biological products, traditional Chinese medicine, and chemical drugs. In the first nine months of 2015, total operating revenue increased by 23% year-on-year, and net profit attributable to the parent company grew by 32% [4] - The growth rate of performance continues to rise, but it has slightly slowed compared to the semi-annual performance growth. In the third quarter, chemical drug revenue remained flat due to inventory adjustments by commercial companies and terminal pharmacies [4] - Significant restructuring intermediary service fees and acquisition-related costs were incurred in the third quarter, leading to a large year-on-year increase in expenses [4] Group 2: Restructuring and Mergers - The restructuring target, Suhao Yiming, achieved a net profit of 11 million yuan from January to May 2015, with third-quarter product sales expected to exceed half-year sales [4] - The company accelerated external mergers and actively entered the precision medicine field. In July, a partnership was established with Zhongde Meilian to enter the gene testing sector [4] Group 3: Strategic Initiatives - Zhongde Meilian is a leading enterprise in the gene testing field, having established a complete and scientific DNA testing technology platform. The collaboration is expected to enhance the company's core competitiveness in the precision medicine sector [4] - The company is adopting outpatient cooperation to jointly establish pediatric growth clinics with hospitals, enhancing collaboration with children's hospitals to promote the use of growth hormone in pediatrics [4] Group 4: Health Products Development - Since 2014, the company has leveraged its biotechnology advantages to develop differentiated health products, establishing a health division. Currently, the health products available for sale include "Anshujing" mouthwash and "Anke Li" peptide repair biological fiber masks, eye masks, and essence [5]

证券代码：300009 证券简称：安科生物 安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2015-007 | --- | --- | --- | |--------------|----------------------------|-----------------------------------------------| | | | | | 投资者关系活 | 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | 上海华信证券 赵 ** | ，上海信托 张*，国金证券 谢楠，广信资 | | 及人员姓名 | 本 张 ** ，东海证券 杨 | * ，慧网基金 陈 ** ，中国人寿资产 丁 * | | | * ，长城财富资产 张 | ** ，浙商证券 戴*，中邮基金 荣*、杨 * ， | | | 广发证券 冯*，富源投资 | 王 ** 张* ，华夏基金 张*,爱建证券 | | | 章 ** ，蝶彩资 ...

证券代码：300009 证券简称：安科生物 1 / 6 安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2015-004 | --- | --- | --- | |-----------------------|-------------------------------|----------------------------------------------------------------| | | | | | 投资者关系活 | 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | | 汇添富基金 刘*；中银国际 王*；齐鲁证券资管 张**；中航证 | | 及人员姓名 | 券 沈 ** | ；合心资本 鲁**；广发资管 王*、饶*；西部利得基金 | | | 张* | | | 时间 | 2015 年 06 月 09 日 | | | 地点 | 公司 A 座 901 会议室 | | | | | | ...

证券代码：300009 证券简称：安科生物 安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2016-001 | --- | --- | --- | |--------------|-----------------------------------|--------------------------------------------------| | | | | | 投资者关系活 | 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | | 国元证券 金*、丁**、朱**；浙商证券 樊**、戴*；鲁 | | 及人员姓名 | 商集团 张 * | ；上海汇利资产 叶*；长盛基金 金*；浦 | | | | 银安盛基金 刘**；景泰利丰 马*；嘉和投资 袁*、龚 | | | * ；双乔资产 谢 | **、卞** ；华宝信托 李*；浙江美浓投 | | | 资 傅**；丰大资管 张 | ** | | 时间 | ...

证券代码：300009 证券简称：安科生物 安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2016-002 | --- | --- | --- | |-----------------------|----------------------------------|--------------------------------------------------------| | | | | | 投资者关系活 | 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | 中泰证券 | 谢**、赵*；富邦证券 王**；保德信投信 陈 | | 及人员姓名 | ** ；复华投资 徐 | **、沈** ；台新投信 叶 ** | | 时间 | 2016 年 9 月 22 日 | 16:00 | | 地点 | 公司 A 座 902 会议室 | | | | | | | 上市公司接待 人员姓名 | 姚建平、李坤、刘文惠 ...