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科创板8家生物制品及CXO企业齐聚业绩说明会 突破关键领域技术瓶颈成互动焦点
Shang Hai Zheng Quan Bao· 2025-09-15 19:09
Core Insights - The biopharmaceutical industry is experiencing an upward trend, with companies showcasing their R&D progress and global market strategies during the recent performance briefing [1] - Companies are optimistic about their development in the second half of the year, driven by high R&D investments and technological advancements [1][4] R&D Progress - Companies like Sailun Biopharma and Haohai Biological are making steady progress in product development and market expansion [1] - Sailun Biopharma plans to introduce new projects, including broad-spectrum anti-snake venom antibodies and recombinant snake venom coagulants by mid-2025 [1][2] - Haohai Biological has several innovative products in the pipeline, including a pain-free cross-linked hyaluronic acid gel for aesthetic medicine, which has entered the registration phase [2] Market Trends - The demand for algal oil DHA products is increasing, driven by the replacement of old national standards for infant formula and rising maternal and infant consumption [2][3] - Jia Bi You's sales of algal oil DHA are growing significantly, with a faster transition from fish oil DHA among major clients [3] Industry Outlook - Companies express confidence in the industry's performance in the second half of the year, with expectations of continued growth in the GLP-1 drug market due to its effectiveness in diabetes and weight loss [4] - Nawei Technology anticipates significant market expansion for GLP-1 and other peptide drugs, projecting a revenue increase of approximately 108% in the first half of 2025 [4] Innovation and Global Expansion - The demand for drug molecular building blocks is recovering, with companies like Bid Pharma expanding their compound libraries to cover mainstream targets [5] - Companies are leveraging AI in synthetic biology to enhance R&D efficiency and reduce costs [5] - Xuan Tai Pharmaceutical is pursuing a diversified market strategy, collaborating with Kalbe Farma in Indonesia to penetrate Southeast Asian markets [6]