Core Viewpoint - The establishment of the first domestic standard for antimicrobial susceptibility testing of fluoropeptides in China marks a significant advancement in addressing the challenge of multidrug-resistant bacteria, highlighting the unique value of Ilaris in the field of infection control [1][2][3]. Company Overview - Cloudtop New Horizon (01952) focuses on innovative drug research and commercialization, particularly in the field of infection control, with Ilaris already demonstrating excellent efficacy [1][2]. - The company has a robust pipeline, including the upcoming submission for the cephalosporin-tazobactam combination in 2025, which is expected to enhance its market position in the billion-dollar infection drug market [1][7]. Industry Context - The newly published standard for Ilaris susceptibility testing aims to provide a reliable reference for microbiology testing personnel and clinicians, promoting rational drug use and improving the accuracy of test results [2][3]. - The global threat of multidrug-resistant bacteria is a significant public health challenge, with projections indicating that by 2050, such infections could lead to 10 million deaths annually, surpassing cancer as the leading cause of death [3][4]. Clinical Evidence - The comprehensive evaluation project for Ilaris demonstrated its broad antibacterial spectrum and significant clinical efficacy against multidrug-resistant infections, with an overall adverse event rate of only 2.7% [5][6]. - Ilaris showed high effectiveness rates against various pathogens, including 94.0% for E. coli and 91.4% for Acinetobacter baumannii, indicating its potential as a new weapon against resistant infections [5][6]. Market Potential - The domestic market for systemic anti-infective drugs exceeded 100 billion yuan in 2023, showcasing substantial growth potential for Cloudtop New Horizon's products [7]. - Ilaris has achieved strong market performance since its launch, with revenue reaching 353 million yuan in 2024, a 256% increase year-on-year, and is projected to peak at 1.5 billion yuan by 2030 [7].