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调研速递|九安医疗接待农银汇理等8家机构 四联检产品美国上市 糖尿病“O+O”模式管理36.6万患者
Xin Lang Cai Jing· 2026-01-28 12:28
登录新浪财经APP 搜索【信披】查看更多考评等级 调研基本情况 2026年1月28日15:00-16:00,天津九安医疗电子股份有限公司(以下简称"九安医疗")通过电话会议方 式举办投资者线上交流会,接待了农银汇理、南方基金、大成基金、博时基金、前海开源、新华基金、 招商基金、光大保德信等8家机构。公司董事会秘书邬彤出席会议,就产品研发、糖尿病诊疗照 护"O+O"新模式、AIoT糖尿病家庭医助项目、科创投资及股东回报规划等事项与机构投资者进行沟 通。 核心议题解读 IVD产品进展:四联检试剂盒美国上市,智能助听器研发中 在产品研发方面,九安医疗介绍,IVD产品领域的iHealth四联检试剂盒已于2025年12月获得美国FDA 510(k)上市前通知,目前已在CVS开始销售,同时可通过亚马逊线上渠道订购。亚马逊平台显示,该产 品两人份售价29.99美元,四人份售价49.99美元(预售结束后定价54.99美元)。公司表示,该产品拓展 了试剂盒类产品的可检测病毒类别,有助于满足美国市场呼吸道病毒筛查多元化需求,提升核心竞争 力。值得注意的是,510(k)属于常规上市许可,不受EUA终止影响,可在美持续销售。 此外, ...
三诺生物李心一:推动可穿戴、高端植入医疗设备的研究开发
Core Insights - The company aims to extend its services beyond just providing blood glucose meters to diabetes patients, focusing on comprehensive diabetes management and innovative product development [1][2] - The continuous glucose monitoring (CGM) system is identified as a core product for the company's next strategic development phase, with plans for smart, convenient, and comfortable product iterations [2][3] - The company has maintained an annual R&D investment exceeding 8% of revenue, with a global R&D center set to enhance capabilities in wearable and high-end implantable medical devices [3] Company Overview - Sanofi Biotech is recognized as the "first stock" in China's blood glucose industry and ranks as the fourth largest blood glucose meter company globally, serving over 25 million users across 187 countries [1] - More than 50% of the self-monitoring diabetes population in China uses the company's products, indicating a strong market presence [1] Product Development - The company has successfully launched its second-generation CGM product in China, which has received EU CE-MDR certification, allowing for sales in EU member states [2] - The introduction of artificial intelligence technology for chronic disease management is underway, with the development of SinoGPT facilitating a closed-loop system between diagnosis, hardware, and user data [2][3] Future Directions - The company plans to invest in research and development for technologies such as artificial pancreas and insulin pumps, aiming to provide comprehensive solutions for chronic disease management [3] - The focus will remain on innovation, transitioning from CGM to CXM, and from dynamic blood glucose monitoring to multi-parameter dynamic monitoring [3]