NEPG(SZ:000597) Zhong Zheng Wang·2025-03-30 07:12Core Viewpoint - Northeast Pharmaceutical is focusing on technological research and development to adapt to the rapidly changing pharmaceutical industry, particularly through strategic acquisitions and product innovation [1][2][5]. Group 1: Company Strategy and Development - The acquisition of Dingcheng Peptide Source has allowed Northeast Pharmaceutical to quickly obtain a complete product line and enhance its research and development capabilities, laying a solid foundation for strategic transformation and establishing a competitive advantage in the biopharmaceutical sector [1][2]. - The company has shifted its focus from primarily raw materials and chemical generics to a more integrated approach, emphasizing both generics and innovative drugs, thereby enhancing its market competitiveness [5]. - Northeast Pharmaceutical aims to leverage its integrated "raw materials + formulations" advantage to strengthen independent research and accelerate the pace of industrial transformation [5]. Group 2: Research and Development Focus - The company is actively promoting product research and development in response to market and clinical needs, ensuring a stable product pipeline and enhancing its leading position in the generics field [1][3]. - Dingcheng Peptide Source has developed a comprehensive technical platform for TCR-T and CAR-T cell therapy products, targeting various cancers with over ten cell therapy products in development [3]. - Northeast Pharmaceutical is committed to advancing its research capabilities by recruiting high-end talent and fostering an innovative environment, which is crucial for its growth in the biopharmaceutical sector [4]. Group 3: Market Position and Future Outlook - The pharmaceutical industry is undergoing rapid iterations, and Northeast Pharmaceutical is positioning itself to achieve breakthroughs in the biopharmaceutical field through strategic acquisitions and increased research efforts [2][5]. - The company plans to continue focusing on oncology and other therapeutic areas, aiming for significant progress in its projects within the next three years [3]. - By capitalizing on the mixed reform opportunities and enhancing its innovation capabilities, Northeast Pharmaceutical is determined to transition from a traditional chemical drug leader to a biopharmaceutical powerhouse [4][5].