BCHT(SH:688276) Zheng Quan Shi Bao Wang·2025-10-13 10:40Core Viewpoint - 百克生物 has received approval for its trivalent influenza virus split vaccine (BK-01 adjuvant) from the National Medical Products Administration, which is expected to enhance immune response in the elderly population, marking a significant step in flu prevention for this vulnerable group [1][2]. Group 1: Vaccine Development - The trivalent influenza virus split vaccine (BK-01 adjuvant) is specifically designed for individuals aged 60 and above, aiming to stimulate a stronger immune response compared to traditional vaccines [2]. - The company has developed a product matrix for adjuvanted influenza vaccines, including both trivalent and quadrivalent options, with the quadrivalent vaccine already receiving clinical trial approval [1][2]. - The World Health Organization has recommended the removal of the B/Yamagata strain from the Northern Hemisphere flu vaccine components, highlighting the importance of the trivalent vaccine in flu epidemic control [1]. Group 2: Impact on Company - If the trivalent vaccine successfully completes clinical trials and receives market approval, it will enhance the company's vaccine development pipeline and provide new vaccination options for the elderly, thereby expanding its market reach [2]. - The company reported a significant increase in R&D investment, amounting to 98.2 million yuan, which represents 34.47% of its revenue, compared to 85.5 million yuan and 13.83% in the same period last year [4]. - The company is focusing on a diverse pipeline of 13 vaccine products and 3 monoclonal antibodies for infectious disease prevention, with strategies including upgrades, filling domestic gaps, and technological breakthroughs [4].