证券代码：301263 证券简称：泰恩康 广东泰恩康医药股份有限公司投资者关系活动记录表 编号：投-001 | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 大成基金、鹏华基金、信达澳亚，博时基金、金鹰基金、易方达、 | | | 东北证券、水星投资、元亨基金、万葵、前海基金、万方达基金、 | | | 国盈资本、甄盛资产、玖金投资、华夏联创、华安医药、长城证 | | 参与单位名称及 | 券、国联基金、景晏资本、佳银资本、力合创投、粤开证券、博 | | 人员姓名 | 时基金、跨越基金、硅谷基金、扬光投资、高新投、君赢私募、 | | | 屹通投资、彩讯股份、光影资本、观复投资、优点资本、平安银 | | 行 | | | | （以上排名不分先后） | | 时间 | 2026 年 1 月 21 日-2026 年 1 月 22 日 | | 地点 | 深圳 | | 上市公司接待人 | 董事长、总经理郑汉杰先生 | | 员姓名 | 董事、副总经理兼董事会秘书：李挺先生 请介绍一下 儿 ...

Group 1: Clinical Trial Overview - The company has received approval from the National Medical Products Administration for a Phase II clinical trial of CKBA cream for treating vitiligo in children aged 2-12 years, with a total of 30 patients enrolled over a 24-week period [3][4]. - The study showed that the 1.5% CKBA cream combined with NB-UVB therapy resulted in a VASI score improvement of -56.53%, significantly better than the control group’s -16.67% (P=0.0029) [3][4]. - The exploratory study validated the effectiveness and safety of the CKBA cream in pediatric vitiligo patients, providing a basis for larger-scale trials [3][4]. Group 2: Market Potential and Demand - There are currently no approved drugs for pediatric vitiligo globally, with an estimated 30 million vitiligo patients in China, of which 32%-40% are children [4][5]. - The annual treatment cost for pediatric vitiligo is estimated at 15,000 to 20,000 CNY, suggesting a market potential exceeding 100 billion CNY [4][5]. - If approved, CKBA is projected to achieve annual sales exceeding 5 billion CNY in the pediatric vitiligo market [4][5]. Group 3: Competitive Landscape - CKBA is the first innovative drug in China to conduct Phase II clinical trials for children under 12 with vitiligo, with no existing approved treatments [5][6]. - The drug's unique mechanism as an immune modulator offers targeted treatment, making it safer and more suitable for children compared to traditional immunosuppressants [4][5]. Group 4: Future Development Plans - The company plans to submit an application for a Phase III clinical trial for adult vitiligo based on the successful completion of Phase II trials [5][6]. - There are ongoing preparations for a Phase II/III clinical trial for CKBA in treating rosacea, with an IND application for Alzheimer's disease planned for the second half of 2026 [6][9]. - The company anticipates significant revenue growth in 2026 and explosive growth in 2027 as new products are approved [10].