【私募调研记录】世诚投资调研博瑞医药

Group 1 - The core viewpoint is that Secheng Investment has conducted research on the listed company Borui Pharmaceutical, focusing on the collaboration with China Resources Sanjiu to commercialize the BGM0504 product rapidly in China [1] - Borui Pharmaceutical's BGM0504 product is expected to demonstrate its advantages through more clinical trials, and it possesses global competitiveness with plans for international expansion [1] - The BGM1812 product is characterized by fat reduction without muscle loss and is currently advancing IND applications in both China and the United States [1] Group 2 - Secheng Investment was established in 2007 with a registered capital of 30 million yuan and is a member of the fund industry association, focusing on equity investments and maintaining a "high-quality growth" investment philosophy [2] - The company has received numerous industry awards and has established long-term asset management cooperation with several large financial institutions since its inception [2]