【私募调研记录】石锋资产调研微芯生物

Group 1 - The core viewpoint of the news is that Shifeng Asset Management has conducted research on Micron Biomedical, highlighting its advancements in drug development across various disease areas [1] - Micron Biomedical's drug for pancreatic cancer, Xioroni, shows a 6-month PFS rate of nearly 80% in Phase II clinical trials, indicating strong anti-tumor activity and safety [1] - The company is developing a first-in-class PPR full agonist, Siglitazone, which has a unique positioning for "fatty liver co-management" in the metabolic disease field [1] Group 2 - In the field of Alzheimer's disease, Micron Biomedical is working on CDCS04, the world's first small molecule drug targeting the poE4 site [1] - For fibrotic diseases, CS1011 effectively selectively inhibits PDGFR and CSF-1R [1] - In inflammatory bowel disease, CS32582 is a next-generation highly selective TYK2 small molecule allosteric inhibitor currently in Phase Ib/II clinical trials for moderate to severe plaque psoriasis in adults [1] Group 3 - Shifeng Asset Management, established in 2015, has a paid-in capital of 10 million yuan and is a member of the association observation, holding a "3+3" investment advisory qualification [2] - The company has received multiple awards for its stock strategy, including two China Securities Journal Golden Bull Awards and two Shanghai Securities Journal Golden Sunshine Awards [2] - Shifeng Asset focuses on secondary market stock investments and collaborates with well-known banks, securities firms, and third parties to create long-term stable compound returns for clients [2]