佛慈制药增持科近泰基 抢滩肿瘤治疗前沿赛道

Core Insights - 佛慈制药 has made a strategic investment of 20 million yuan in 科近泰基, acquiring a 4.911% stake, marking its entry into the promising field of radioactive isotope therapy [1] - 科近泰基 is a subsidiary of the Chinese Academy of Sciences, focusing on the research and development of ion accelerator technology and medical isotopes for cancer treatment [1][2] - The investment aligns with national innovation strategies and aims to enhance 佛慈制药's competitiveness in the pharmaceutical industry by integrating resources from academia and industry [2][3] Financial and Operational Highlights - The total capital increase for 科近泰基 is approximately 373 million yuan, with 佛慈制药's investment priced at about 1.07 yuan per registered capital [2] - 科近泰基 is currently in the technology investment and business expansion phase, with no profits expected until mid-2025, but it shows steady asset growth and significant technical barriers [2] - The investment is fully funded by 佛慈制药's own capital, ensuring no adverse impact on its current financial status or operational results [3] Strategic Implications - The investment is seen as a response to the urgent market demand for medical isotopes, particularly α-emitting isotopes, which are crucial for precise cancer treatment [2] - By partnering with a national research institution, 佛慈制药 demonstrates its commitment to transitioning into high-tech, high-value sectors within the biopharmaceutical industry [3] - The collaboration is expected to open new growth opportunities for 佛慈制药 and contribute to the development of independent nuclear medicine technologies in China [3]