Core Viewpoint - The company anticipates a significant fair value loss of approximately RMB 16.3 million related to its investment in ERX Pharmaceuticals Inc. due to a shift in the U.S. capital market environment, which has led to a decline in funding for traditional drug development and clinical research [1][2] Group 1 - The fair value loss is primarily attributed to a lack of external funding for ERX's new drug development activities, resulting in downward pressure on ERX's short-term valuation [1] - The board believes that the fair value loss will not have a significant adverse impact on the company's existing business, operations, or financial condition, as the group's liquidity remains strong and overall financial and operational status is stable [1] - ERX focuses on the discovery and clinical development of innovative drugs for obesity and obesity-related metabolic diseases, which aligns synergistically with the company's core business segments [1] Group 2 - ERX has recently proposed a capital increase of $6 million to strengthen its financial position and provide funding for ongoing business operations [1] - The board has resolved to participate in this capital increase to maintain its approximately 3% stake in ERX, aiming to prevent further dilution of its investment value [1][2] - The board believes that further investment aligns with the overall interests of the company and its shareholders, as it can avoid immediate erosion of the investment's book value and supports ERX's long-term development [2]
碧生源(00926)加码投资ERX维持3%持股 支持非GLP-1减肥疗法创新研发