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金赛药业与全球头部脱敏治疗药企ALK达成战略合作 期待开辟新增长曲线

Core Insights - Changchun High-tech's subsidiary, Changchun Jinsai Pharmaceutical, has signed a collaboration agreement with ALK-Abelló A/S for the development and commercialization of allergen-specific immunotherapy products in China [1][2] - Jinsai Pharmaceutical will gain exclusive rights to three ALK products in mainland China, with the collaboration lasting until December 31, 2039 [1][2] - The global allergy immunotherapy market is projected to reach $3.2 billion by 2030, with a compound annual growth rate (CAGR) of 9.5% [1] Company Developments - The partnership aims to significantly enhance the market penetration of allergen immunotherapy products in China, leveraging both companies' strengths and resources [2] - Jinsai Pharmaceutical plans to take over the sales and marketing of ALK's existing products in mainland China starting next month [1][2] - The collaboration is seen as a strategic move for Jinsai Pharmaceutical to diversify its product portfolio and enhance competitiveness in the allergen therapy sector [2] Market Outlook - The CEO of ALK emphasized the importance of timely intervention for allergy symptoms, particularly in children, indicating a focus on pediatric applications [2] - Jinsai Pharmaceutical is expected to submit 3 to 4 important innovative clinical applications in the respiratory field next year, indicating a strong pipeline [2] - Future international market expansion is anticipated as Jinsai leverages ALK's research and commercialization capabilities [2]