东北制药分析师会议-2025-03-25

Group 1: Report Overview - Report research object: Northeast Pharmaceutical [17] - Industry: Chemical Pharmaceuticals [2] - Research date: March 25, 2025 [17] - Participating research institutions: Bosera Fund [20] Group 2: Company Product Information - Dingcheng Peptide Source has developed over 10 cell therapy products targeting KRAS mutations, EGFRvIII, and Claudin18.2 for pancreatic cancer, colorectal cancer, gastric cancer, liver cancer, and glioblastoma [22] - TCR - T uses T - cells from cancer patients, transfers TCR genes to recognize tumor antigens, and then returns the T - cells to the patient's body; TCR protein drugs are new biological macromolecular drugs that activate T - cells in patients' bodies without using the patients' own T - cells [24] Group 3: Company Technology and Cost - Dingcheng Peptide Source has established technology platforms for plasmid, virus, and cell process research and quality research, aiming to improve production efficiency and reduce costs [22] - Northeast Pharmaceutical's self - designed steam daily cost information accounting system can automatically and accurately calculate steam daily costs, support production and operation decisions, and provide data for energy cost control [24][25] Group 4: Company Marketing Strategy - Northeast Pharmaceutical's overall marketing strategy is to "focus on terminals, increase pure sales, drive through academics, manage precisely, and expand market share", including measures such as terminal development, sales structure adjustment, new product development, and incentive policy formulation [25] Group 5: Company Talent Recruitment - Northeast Pharmaceutical's large - scale recruitment of master's and doctoral talents is to strengthen R & D, implement the transformation and upgrading strategy, and develop the biopharmaceutical innovation track [27]