Joincare(SH:600380) Jin Rong Jie·2026-02-03 09:45Core Insights - The company is actively advancing the sales preparation for its influenza drug, Mapasavir capsules (Yilikan®), across various channels, with online sales launched on major e-commerce platforms and offline distribution in key pharmacies and hospitals [1][3] - The development of the pediatric formulation of Mapasavir, suitable for children aged 2-12, is progressing well, having entered Phase III clinical trials in November 2025 [4] - The TSLP monoclonal antibody, targeting moderate to severe COPD, is in Phase III clinical trials and is leading in progress compared to similar projects in China [5][6] - The Nav1.8 inhibitor for pain management has completed Phase I trials and is moving into Phase II, focusing on postoperative pain [7] - The company is leveraging AI technology across the drug development process, enhancing efficiency and innovation capabilities [8] - The company is making significant strides in international expansion, with projects in Vietnam, Indonesia, and the establishment of subsidiaries in the Philippines and the Netherlands [2][9] Sales and Marketing Strategy - The company is enhancing the accessibility of Mapasavir capsules through partnerships with online platforms and academic teams to educate healthcare providers and patients [3] - A comprehensive marketing strategy is being implemented to promote the pediatric formulation of Mapasavir, focusing on optimizing taste and dosage for better adherence [4] Research and Development - The TSLP monoclonal antibody is positioned to address unmet needs in COPD treatment, with a focus on reducing acute exacerbation rates [5][6] - The Nav1.8 inhibitor is strategically targeting a clear clinical need in postoperative pain management, which may shorten the overall development cycle [7] - AI applications are being integrated into various stages of drug development, from molecular discovery to commercial patient services [8] International Expansion - The acquisition of Vietnam's IMP company is progressing, aimed at strengthening the company's position in the Southeast Asian market [2][9] - The construction of a factory in Indonesia is underway, intended to produce specialty active pharmaceutical ingredients for the European and American markets [2][9] - The company is establishing a regulatory and sales framework in Southeast Asia and the EU, with successful GMP compliance checks in Malaysia [2][9]