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【私募调研记录】成泉资本调研君实生物
Zheng Quan Zhi Xing·2025-03-31 00:08

Group 1 - The core viewpoint of the news is that Chengquan Capital has conducted research on Junshi Biosciences, highlighting the company's progress in drug development, including various monoclonal antibodies and bispecific antibodies [1] - Junshi Biosciences introduced its JS207 bispecific antibody, which combines anti-PD-1 and anti-VEGF properties, currently undergoing clinical trials for multiple cancers [1] - The JS107 monoclonal antibody is in I/II phase clinical trials, with plans to initiate III phase trials in 2025 [1] - The sales of Toripalimab are expected to grow by 66% in 2024 due to new indications being approved and the increase in indications covered by medical insurance [1] - Tifcemalimab is undergoing two III phase registration clinical studies targeting limited-stage small cell lung cancer and classical Hodgkin lymphoma [1] - The anti-PCSK9 monoclonal antibody, Angrezi, has received NMPA approval for market launch, while the anti-IL-17 monoclonal antibody, JS005, is in III phase registration clinical research [1] Group 2 - Chengquan Capital, established in July 2015, has a registered capital of 50 million yuan and was founded by Hu Jiguang, a notable figure in the asset management industry [2] - The investment research team at Chengquan Capital consists of experienced professionals from leading securities firms and influential research institutions in China, demonstrating strong market sensitivity and risk control capabilities [2] - The company emphasizes a client-centered approach, aiming for wealth preservation and growth for clients, employees, and shareholders, aspiring to be a respected and influential investment institution in the domestic capital market [2]