【私募调研记录】高毅资产调研博瑞医药

Group 1 - Gao Yi Asset recently conducted research on a listed company, specifically focusing on Bo Rui Pharmaceutical [1] - Bo Rui Pharmaceutical is collaborating with China Resources Sanjiu to expedite the commercialization of the BGM0504 product in China, leveraging China Resources Sanjiu's hospital access and promotional capabilities [1] - China Resources Sanjiu is confident in the BGM0504 product and plans to conduct more clinical trials to demonstrate its advantages [1] - The BGM0504 product is considered globally competitive, with plans for international expansion that will not affect global rights [1] - BGM1812 is characterized by fat reduction without muscle loss and has mild side effects, with ongoing IND applications in China and the U.S. [1] - Collaboration with Hanyu Pharmaceutical is aimed at preparing for future commercialization needs and regulatory market clinical and industrialization [1] Group 2 - Gao Yi Asset Management is a prominent private equity fund management company in China, known for its strong research capabilities and large management scale [2] - The company focuses on capital markets and aims to provide top-notch research support, channel resources, brand endorsement, capital connection, and operational maintenance for outstanding investment managers [2] - The research team consists of over 30 members, including experienced investment managers with a history of strong performance in the market [2] - Gao Yi Asset is registered with the Asset Management Association of China and has its headquarters in Shanghai, with teams located in Shenzhen, Shanghai, and Beijing [2]