【私募调研记录】名禹资产调研艾迪药业

Group 1 - Mingyu Asset recently conducted research on a listed company, Aidi Pharmaceutical, focusing on its commercialization strategy for a new class of HIV drugs [1] - Aidi Pharmaceutical has established a marketing approach centered on "medical leadership, market pull, and sales implementation," marking the beginning of its new commercialization journey [1] - The company is developing long-acting series drugs for HIV treatment and has completed pre-toxicology trials for a new molecule [1] Group 2 - Aidi Pharmaceutical has integrated its strategy in the field of human-derived proteins, covering the supply of raw materials, production of active pharmaceutical ingredients, and the manufacturing of urokinase preparations [1] - The company has launched two phases of a restricted stock incentive plan, which will include specific performance assessment indicators based on job contributions and value [1] Group 3 - Mingyu Asset Management, established in September 2009, focuses on secondary market stock investments and has a registered capital of 20 million yuan [2] - The founder of Mingyu Asset, Wang Yicong, has 27 years of experience in the securities industry and is known for strong market timing abilities [2] - The firm has won multiple industry awards, including seven Golden Bull trophies over five consecutive years, highlighting its reputation in the investment community [2]