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诚达药业(301201) - 301201诚达药业调研活动信息20251202
2025-12-02 10:44
Group 1: Company Overview and Business Focus - Chengda Pharmaceutical Co., Ltd. is expanding its small nucleic acid business through CDMO services, currently entering the MNC supply chain but with low order volume [2] - The company has established a stable quality system and possesses the necessary equipment and technology for production [3] Group 2: MNC Supplier Considerations - MNCs prioritize supplier qualifications and compliance management over price sensitivity, focusing on product quality and stable supply [3] - Changing key material suppliers is complex for MNCs due to global registration requirements, necessitating revalidation of processes and global submissions [3] Group 3: Production Capacity and Collaborations - The company’s fundraising projects are gradually releasing capacity to meet varying customer order sizes and stages [3] - Chengda has partnered with Chiron Pharma, Inc. for collaborative development on myocardial infarction and cerebral infarction projects, with significant progress in facility setup and technology transfer [3]