艾迪药业定增募资1.85亿强化艾滋病与脑卒中双赛道

Core Viewpoint - Jiangsu Aidi Pharmaceutical (688488.SH) announced a plan to acquire minority shareholder equity in its subsidiary, Nanjing Nanda Pharmaceutical, which will increase its direct shareholding from 51.13% to 73.36% [1][3] Group 1: Acquisition Details - Aidi Pharmaceutical plans to raise up to 185 million yuan through a simplified procedure to fund the acquisition, with 130 million yuan allocated for acquiring 22.23% of Nanda Pharmaceutical's equity and 55 million yuan for working capital [1] - The acquisition is expected to enhance Aidi's control over Nanda Pharmaceutical and optimize financial performance, maximizing synergies between the two companies [4][10] Group 2: Market Potential - The demand for stroke treatment is anticipated to surge, with acute ischemic stroke cases in China projected to rise from 4.1 million in 2023 to 4.9 million by 2027 [4] - The market for neuroprotective drugs in China is expected to grow from 11.5 billion yuan in 2024 to 16.9 billion yuan by 2030, and further to 26.2 billion yuan by 2035 [4] Group 3: Product Pipeline - Aidi's new drugs, AD108 injection and ADB116 injection, are positioned to become significant profit growth drivers, targeting acute ischemic stroke treatment [4] - Aidi's HIV drug, Enomirac, has shown strong sales potential, with revenue from HIV drugs reaching 211 million yuan in the first three quarters of 2025, a 57.12% increase year-on-year [6][7] Group 4: International Expansion - Aidi Pharmaceutical is accelerating its international market expansion, with its HIV drug Enomirac approved for sale in Zanzibar, marking a significant milestone for Chinese-developed HIV drugs in Africa [9] - The company is also advancing its pipeline of innovative drugs, including a new HIV integrase inhibitor and long-acting pre-exposure prophylaxis drugs, which are in various stages of clinical trials [10]