证券代码：002082 证券简称：万邦德 投资者关 系活动类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 电话会议 □其他：（请文字说明其他活动内容） 参与单位 名称及人 员姓名 华鑫证券 吴景欢 中原证券 李琳琳 时间 2025 年 9 月 18 日 15:30-16:30 地点 公司会议室 公司接待 人员姓名 副总经理、董秘：柳建朋 医药研究院院长：赵冠甲 证券事务代表：陈黎莎 投资者关 系活动主 要内容介 绍 一、公司介绍环节 公司医药研究院院长主要围绕公司创新药管线进行介绍。 二、互动交流环节 1、请介绍下阿尔茨海默病 II/III 期临床试验的相关情况？公司石 杉碱甲的特点是什么？ 答：公司开展的阿尔茨海默病 II/III 期临床研究，采用多中心、 随机、双盲双模拟的设计，同时设有安慰剂和阳性药双对照，全面 地评价疗效与安全性。作为国内规模最大的阿尔茨海默病关键注册 临床研究，其方案设计科学且完整。不但设计了 ADAS-Cog 和 ADCS-ADL 双终点，以全面反映患者的认知功能和日常生活能力，还 将研究药物对疾病进程的影响。同时，也将通过 ...

Core Viewpoint - Wanbangde's subsidiary has initiated a critical II/III phase clinical trial for its new drug, Huperzine A controlled-release tablets, aimed at treating mild to moderate Alzheimer's disease, marking a significant step in the company's research and development efforts [1][3]. Group 1: Clinical Trial and Drug Development - The clinical trial for Huperzine A controlled-release tablets is the largest known Alzheimer's disease registration study in China, employing a multi-center, randomized, double-blind design with placebo and positive drug controls [1][3]. - Huperzine A is a cholinesterase inhibitor that has shown potential in preclinical studies to delay the progression of Alzheimer's disease, with benefits including reduction of β-amyloid protein, anti-inflammatory, antioxidant effects, and neuroprotection [1][3]. - The controlled-release technology used in Huperzine A tablets allows for a smoother drug release profile, enhancing patient compliance with once-daily dosing and improving safety [1][2]. Group 2: Financial Performance and Market Position - In the first half of 2025, the company reported a revenue of 579 million yuan, a decrease of 23.15% year-on-year, and a net profit of 13.46 million yuan, down 64.29% year-on-year [2]. - Huperzine A injection, a first-line treatment for memory disorders, holds a market share of 24.37%, ranking second in the Huperzine A formulation market [2]. - The company is recognized for its technological authority and market exclusivity, being the sole manufacturer of Huperzine A injection and participating in the formulation of industry standards [2]. Group 3: Research Collaboration and Future Prospects - The company collaborates with over 50 research institutions, including Capital Medical University Xuanwu Hospital, to validate the safety and efficacy of Huperzine A controlled-release tablets, providing critical data for future market applications [3]. - The clinical trial will also explore Aβ-PET imaging to observe changes in amyloid protein deposition, further validating the drug's potential to delay disease progression [3].

Core Viewpoint - Wanbangde Pharmaceutical's subsidiary has initiated the first patient enrollment for a pivotal Phase II/III clinical trial of its new drug, Huperzine A controlled-release tablets, aimed at treating mild to moderate Alzheimer's disease dementia, marking it as the largest known Alzheimer's registration study in China [1] Group 1 - The clinical trial employs a multi-center, randomized, double-blind, and double-dummy design, including both placebo and positive drug controls [1] - Huperzine A controlled-release tablets are a self-developed Class 2 new drug by the company, utilizing a biphasic controlled-release technology [1] - The drug aims to achieve rapid onset of action, reduce adverse reactions, and enhance patient medication convenience and long-term adherence [1]

Core Viewpoint - Wanbangde Pharmaceutical Holdings Group Co., Ltd. has launched a national conference for the Phase II/III clinical trial of its new drug Huperzine A controlled-release tablets for Alzheimer's disease, emphasizing the importance of local research and collaboration among experts [1][2]. Group 1: Clinical Trial Launch - The national launch conference for the Phase II/III clinical trial of Huperzine A controlled-release tablets was held in Beijing [1]. - Experts gathered to discuss the significance of the trial and to collaborate on high-quality development of the drug [1]. Group 2: Research and Development Insights - Professor Jia Jianping highlighted the trial's importance and encouraged local researchers to take pride in their work [1]. - Zhao Guanjia, the director of Wanbangde's research institute, discussed the company's focus on Huperzine A and its extensive groundwork in related research [1]. Group 3: Safety and Efficacy - Researcher Gan Yong shared the development history of Huperzine A controlled-release tablets, noting the urgent need for effective and well-tolerated drugs for Alzheimer's patients [2]. - Director Yan Feng provided insights into the safety profile of the drug, indicating that preliminary data supports its good safety and pharmacological characteristics [2]. Group 4: Training and Standardization - The conference included comprehensive training on the research protocol, operational processes, and key execution points to ensure a unified understanding among all researchers [2].