Medicilon(SH:688202) Huan Qiu Wang·2026-01-15 04:45Group 1 - The core viewpoint of the article is that the Chinese CRO industry is transitioning from being mere service providers to becoming innovative ecosystem builders, as highlighted by Dr. Duan Maosheng at the ACCESS ASIA forum [1] - The forum discussed cutting-edge topics such as antibody-drug conjugates (ADC), cell and gene therapy (CGT), and AI-driven drug discovery, reflecting global capital's interest in innovation [1] - China is increasingly important in the global pharmaceutical innovation landscape due to its regulatory alignment with international standards, talent return, and technological accumulation [1] Group 2 - Mediso, a leading one-stop drug R&D service platform, has invested approximately 2,000 square meters in a research office in Boston to support its globalization strategy and meet the growing demands of overseas clients [2] - The company emphasizes its role as a partner alongside clients, not just a service provider, and aims to help clients navigate asset valuation, development planning, and international negotiations [2] - Mediso has supported the successful internationalization of multiple innovative drugs and is focused on aiding emerging pharmaceutical companies in their global strategies [3] Group 3 - As of now, Mediso has participated in the development of 588 new drug projects that have received clinical trial approvals from regulatory bodies such as China's NMPA, the US FDA, and Australia's TGA from 2015 to June 2025 [3] - The company has averaged about 100 IND approvals annually in the past three years, accelerating the drug development process [3] Group 4 - Huaxi Securities has raised its earnings forecast for Mediso, anticipating that the company will benefit from improving domestic market conditions and has maintained a "buy" rating [5]