Hiteck(SZ:300683) Zhong Guo Jing Ying Bao·2025-12-11 05:13Core Viewpoint - In the context of profound changes in the pharmaceutical industry, HaiTe Biopharma is adopting a dual-track strategy of "innovation and imitation" to navigate through policy and market fluctuations, aiming to capture opportunities amid challenges [2]. Group 1: Company Strategy - HaiTe Biopharma has successfully launched two national class I new drugs and recognizes the significant impact of policies and funding on the pharmaceutical industry [3]. - The company is expanding its product line to include generic drugs in response to market changes and aims to participate in national procurement to quickly enter the chemical drug market [3][4]. - The company employs an open collaboration strategy for innovative drug development, working with top scientists, research institutions, and investing in biotech companies with potential [4][5]. Group 2: Investment Standards - HaiTe Biopharma has established three key standards for external investments: alignment with industry technology trends, strategic synergy with existing drug areas, and feasibility and commercialization potential of the technology [5][6]. - The company focuses on investing in cell and gene therapy (CGT) technologies, which are seen as the next significant direction in drug development [5][6]. - The investment strategy emphasizes the importance of addressing unmet clinical needs, particularly in oncology and neurological diseases, where there is substantial patient demand and limited existing therapies [7]. Group 3: Market Positioning - The company aims to solidify its current position in the generic drug market while pursuing innovative drugs and frontier investments for future growth [7]. - HaiTe Biopharma's approach reflects a strategic positioning to transition from high-speed growth to high-quality development, focusing on true innovation rather than mere imitation [7].