医药产品商业化

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【私募调研记录】丹羿投资调研博瑞医药
Zheng Quan Zhi Xing· 2025-08-05 00:07
Group 1 - Dan Yi Investment recently conducted research on a listed company, specifically focusing on BoRui Pharmaceutical [1] - BoRui Pharmaceutical is collaborating with China Resources Sanjiu to expedite the commercialization of the BGM0504 product in China, leveraging Sanjiu's hospital access and promotional capabilities [1] - China Resources Sanjiu expresses confidence in the BGM0504 product and plans to conduct more clinical trials to demonstrate its advantages [1] - The BGM0504 product is considered globally competitive, with plans for international expansion that will not affect global rights [1] - The BGM1812 product is characterized by fat reduction without muscle loss and has mild side effects, with ongoing IND applications in China and the U.S. [1] - BoRui Pharmaceutical is preparing for future commercialization needs and regulatory market clinical and industrialization through collaboration with Hanyu Pharmaceutical [1] Group 2 - Dan Yi Investment Management Partnership was established in April 2015 with a registered capital of 10 million [2] - The company has a management record with the China Securities Investment Fund Industry Association, with a registration number of P1015236 [2] - The core executives of the company have over ten years of experience in investment research, having previously worked at prominent institutions such as Huabao Xingye Fund and Guotou Ruijin Fund [2]