CCHT(SZ:000661) Zheng Quan Shi Bao Wang·2026-01-16 06:21Core Insights - The article highlights the participation of Gensci Pharmaceutical at the 44th JPMorgan Healthcare Conference, showcasing its innovative drug development and research capabilities, which attracted significant investor interest [1][2]. Group 1: Innovative Drug Pipeline - Gensci Pharmaceutical presented seven innovative drug pipelines targeting major disease areas such as oncology, respiratory, immunology, endocrinology, and women's health, with potential First-in-Class (FIC) or Best-in-Class (BIC) profiles [2][3]. - The company emphasized its advanced technology platforms, including long-acting release, conjugation technology, targeted delivery, and AI-assisted drug design, which are crucial for developing competitive drug candidates [2][3]. Group 2: Clinical Development Highlights - Gensci's GenSci134, a long-acting growth hormone analog, is in Phase I clinical trials, aimed at improving patient compliance in growth hormone deficiency [3]. - The NK3R antagonist GenSci074 for menopausal vasomotor symptoms has met all primary endpoints in Phase II trials, showing significant improvement over placebo, with plans for a global Phase III trial in Q2 2026 [3]. - The PD-1 agonist GenSci120 has received clinical approval in China and the U.S., demonstrating potential for chronic immune inflammatory diseases [4]. Group 3: Oncology Advancements - Gensci's GenSci128, targeting TP53 Y220C mutations, has entered clinical trials, addressing a significant unmet need in solid tumors [5]. - The new PI3Kα inhibitor GenSci145, recently accepted for IND, shows selective inhibition of PIK3CA mutations and potential for treating advanced solid tumors with brain metastases [5]. Group 4: Strategic Development and Global Expansion - Gensci is advancing over 40 clinical research projects and has achieved a milestone with the overseas licensing of GenSci098, totaling $1.365 billion, marking international recognition of its innovation [9]. - The company aims to develop a robust pipeline through a strategy that combines growth hormone, innovative drugs, and overseas business development, positioning itself for high-quality growth [9]. - The JPM conference serves as a platform for Gensci to showcase its innovations and foster global partnerships, reflecting a shift in the industry towards quality and global outreach [9].