Shanghai Serum Bio-Technology (SH:688163) Ge Long Hui A P P·2026-01-21 08:38Core Viewpoint - The company, Sairun Biotech, is currently the only domestic player developing antivenom serum for snake bites and is focusing on innovative broad-spectrum antibody technology to maintain its market leadership and address potential competition [1] Group 1: Company Strategy - Sairun Biotech is developing broad-spectrum antivenom antibodies using new antibody technology aimed at creating innovative drugs that are more universal, have fewer side effects, and are easier to administer [1] - The company aims to complement existing antivenom serums with its innovative products to better meet clinical medication needs in various application scenarios [1] Group 2: Market Position - Sairun Biotech acknowledges the presence of four types of venomous snakes in the market but emphasizes its first-mover advantage and technological barriers to sustain its competitive edge [1] - The company is aware of the potential for new entrants in the antivenom serum market and is strategizing to leverage its existing advantages [1]