智通财经APP讯，泰恩康(301263.SZ)公告，公司控股子公司江苏博创园生物医药科技有限公司(简称"博 创园")于近日收到国家药品监督管理局签发的受理通知书，同意受理博创园提交的CKBA乳膏联合窄谱 中波紫外线(简称"NB-UVB")在2-12岁(含2岁)儿童非节段型白癜风受试者中的安全耐受性、疗效和药代 动力学特征的多中心、随机、双盲、安慰剂对照II期临床研究申请。 ...

泰恩康公告，控股子公司江苏博创园生物医药科技有限公司于近日收到国家药品监督管理局签发的受理 通知书，同意受理博创园提交的CKBA乳膏联合窄谱中波紫外线在2-12岁（含2岁）儿童非节段型白癜 风受试者中的安全耐受性、疗效和药代动力学特征的多中心、随机、双盲、安慰剂对照II期临床研究申 请。 ...

格隆汇11月20日丨泰恩康(301263.SZ)公布，控股子公司江苏博创园生物医药科技有限公司（简称"博创 园"）于近日收到国家药品监督管理局签发的受理通知书，同意受理博创园提交的CKBA乳膏联合窄谱 中波紫外线（简称"NB-UVB"）在2-12岁（含2岁）儿童非节段型白癜风受试者中的安全耐受性、疗效 和药代动力学特征的多中心、随机、双盲、安慰剂对照II期临床研究申请。 ...

证券代码：301263 证券简称：泰恩康 公告编号：2025-076 广东泰恩康医药股份有限公司 关于控股子公司 CKBA 乳膏申报儿童白癜风 临床试验取得受理通知书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 广东泰恩康医药股份有限公司（以下简称"公司"）控股子公司江苏博创 园生物医药科技有限公司（以下简称"博创园"）于近日收到国家药品监督管 理局（以下简称"国家药监局"）签发的受理通知书，同意受理博创园提交的 CKBA 乳膏联合窄谱中波紫外线（以下简称"NB-UVB"）在 2-12 岁（含 2 岁） 儿童非节段型白癜风受试者中的安全耐受性、疗效和药代动力学特征的多中心、 随机、双盲、安慰剂对照 II 期临床研究申请。现将相关情况公告如下： 结论：根据《中华人民共和国行政许可法》第三十二条的规定，经审查， 决定予以受理。 二、后续流程 CKBA（抑制CD8+ T细胞向Tc1及Tc17分化，下调IFN-γ和IL-17的表达）与 NB-UVB的联合治疗，核心优势在于：CKBA改善皮肤区域免疫环境，阻止"白 斑"扩增；NB-UVB直接激活黑素干细胞，使其分 ...

Core Points - The company, Haitai Xinguang, announced the approval of the first grant of restricted stock under the 2025 restricted stock incentive plan during the ninth meeting of the fourth board of directors held on November 19, 2025 [2] - The grant date is set for November 19, 2025, with a grant price of 25 yuan per share [2] - A total of 800,000 shares of restricted stock will be granted to 15 incentive objects [2]

11月17日，泰恩康跌2.01%，成交额1.46亿元。两融数据显示，当日泰恩康获融资买入额2819.54万元， 融资偿还1648.56万元，融资净买入1170.98万元。截至11月17日，泰恩康融资融券余额合计9.93亿元。 融资方面，泰恩康当日融资买入2819.54万元。当前融资余额9.93亿元，占流通市值的7.59%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，泰恩康11月17日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，广东泰恩康医药股份有限公司位于广东省汕头市龙湖区泰山北路万吉南二街8号A幢，成立 日期1999年1月22日，上市日期2022年3月29日，公司主营业务涉及代理运营及研发、生产、销售医药产 品、医疗器械、卫生材料并提供医药技术服务与技术转让等。主营业务收入构成为：肠胃用药 32.62%，眼科用药25.05%，中成药及外用药21.08%，两性健康用药21.06%，其他(补充)0.19%。 截至9月30日，泰恩康股东户数1.20万，较上期增加9.32%；人均 ...

Core Viewpoint - The company, TianKang, has officially announced the initiation of preclinical research for its innovative drug CKBA targeting Alzheimer's disease (AD), based on significant findings from a research team at Shanghai Jiao Tong University [1][2]. Group 1: Drug Development and Mechanism - CKBA is a first-in-class innovative drug that targets the newly identified MFE-2 pathway, which plays a crucial role in the lipid metabolism and neuroinflammation associated with AD [2][4]. - The drug demonstrates a differentiated advantage by being orally administered and capable of crossing the blood-brain barrier, showing improvements in cognitive function, reduction of neuroinflammation, and decreased Aβ plaque accumulation in AD model mice [4]. Group 2: Market Potential and Financial Outlook - The Alzheimer's drug market in China is projected to grow from approximately 6 billion yuan in 2023 to over 26 billion yuan by 2030, with a compound annual growth rate (CAGR) of 19.2%, while the global market is expected to reach 31.44 billion USD [4]. - The company anticipates submitting its phase I clinical application for CKBA in the second half of 2026, supported by cash flow from its existing generic drug business [4]. Group 3: Broader Product Pipeline and Growth Strategy - In addition to AD, CKBA is part of a broader pipeline that includes treatments for vitiligo and rosacea, with ongoing clinical trials showing promising results [5]. - The company is also expanding its generic and modified drug segments, with several products in the pipeline expected to contribute to revenue growth [5][6]. Group 4: Institutional Support and Market Confidence - The company has gained recognition from institutional investors, with significant increases in holdings from the basic pension insurance fund, indicating confidence in the company's growth potential [7][9]. - Management has shown commitment to the company's long-term success, with no plans for share reduction post-lockup and active participation in shareholding [9].

Core Viewpoint - The company announced the initiation of preclinical research for CKBA, a novel drug for Alzheimer's disease, highlighting its potential in addressing the growing patient population due to aging demographics [1][3]. Group 1: Alzheimer's Disease Research - Alzheimer's disease (AD) is facing two major challenges: unclear core pathogenic mechanisms and limited breakthroughs in traditional drug targets, necessitating new theoretical frameworks and drug solutions [1]. - The research published in "Nature Aging" reveals the critical role of the "lipid metabolism—microglial activation—neuroinflammation" axis in AD, establishing CKBA's new target MFE-2 as a valuable intervention point for innovative drug development [2]. - CKBA, derived from the active component AKBA of traditional Chinese medicine, has demonstrated a threefold effect in AD model mice: improving cognitive function, reducing neuroinflammation, and decreasing Aβ plaques, overcoming traditional drug limitations [4]. Group 2: Clinical Development Plans - The company plans to advance CKBA into clinical research for Alzheimer's disease, with a goal to initiate Phase I clinical trials in the second half of 2026 if progress is smooth [4]. - CKBA is also being explored for its potential in treating immune-related diseases beyond AD, marking the company's first step into the innovative drug sector [5]. Group 3: Other Indications and Market Potential - The company is conducting Phase III clinical trials for CKBA in treating vitiligo, a chronic autoimmune skin disease, with a significant market potential exceeding 100 billion yuan in China [5]. - CKBA's development for rosacea has also progressed, with plans to start patient medication by the end of the year and aim for new drug application approval by 2027 [6].

Core Insights - The company, TianKang, has officially launched the development of its innovative drug CKBA for the treatment of Alzheimer's Disease (AD) [1] - TianKang is accelerating the research and development of AD indications while also preparing for Phase III clinical trials for CKBA in vitiligo and submitting applications for pediatric medications, as well as conducting Phase II/III clinical trials for rosacea [1] - The establishment of dedicated business units for certain indications aims to expedite the commercialization process post-approval [1] - Existing products and several upcoming generic drugs are expected to provide stable cash flow to support the company's innovative drug development [1] - Recent research findings on CKBA for AD have been published in the prestigious journal Nature Aging, highlighting key targets in the early metabolic inflammatory coupling pathways of AD and confirming CKBA's potential as a new generation small molecule candidate drug derived from natural products [1] - The research demonstrates a complete chain from mechanism study to translational application [1]

Core Viewpoint - 泰恩康, a well-known pharmaceutical company in China, is facing challenges in revenue and profit growth despite having a diverse product line and technical service capabilities [1][5]. Group 1: Business Overview - 泰恩康 was established on January 22, 1999, and went public on March 29, 2022, on the Shenzhen Stock Exchange, with its headquarters in Shantou, Guangdong Province [1]. - The company specializes in the agency operation, research and development, production, and sales of pharmaceutical products, medical devices, and health materials, along with providing pharmaceutical technology services and technology transfer [1]. Group 2: Financial Performance - For Q3 2025, 泰恩康 reported revenue of 526 million yuan, ranking 78th out of 110 in the industry, significantly lower than the top competitors, 华东医药 (32.664 billion yuan) and 复星医药 (29.393 billion yuan) [2]. - The net profit for the same period was 21.9682 million yuan, placing it 73rd in the industry, again trailing behind leading companies like 恒瑞医药 (5.76 billion yuan) and 复星医药 (3.056 billion yuan) [2]. Group 3: Financial Ratios - 泰恩康's debt-to-asset ratio stood at 24.84% in Q3 2025, an increase from 20.18% year-on-year, but still below the industry average of 35.26%, indicating better solvency compared to peers [3]. - The gross profit margin was reported at 55.61%, down from 61.41% year-on-year and below the industry average of 57.17%, reflecting challenges in profitability [3]. Group 4: Management and Shareholder Information - The chairman, 郑汉杰, received a salary of 437,100 yuan in 2024, a decrease of 50,100 yuan from the previous year [4]. - As of September 30, 2025, the number of A-share shareholders increased by 9.32% to 12,000, while the average number of circulating A-shares held per account decreased by 8.53% to 25,400 [5]. Group 5: Business Highlights and Future Outlook - Despite a decline in revenue and profit, 泰恩康 has several promising developments, including the upcoming clinical trials for CKBA for vitiligo and rosacea, and the orderly review of high-potential products like复方硫酸钠片 and 和胃整肠丸 [5]. - The company is projected to have earnings per share of 0.22, 0.48, and 0.85 yuan for 2025, 2026, and 2027 respectively, with a target price of 32.64 yuan based on a 68x P/E ratio for 2026 [5].