0618靶点药物

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百诚医药(301096):百诚医药近况跟踪
Xin Lang Cai Jing· 2025-08-14 10:47
Group 1 - The company is actively seeking new business growth points by pursuing a dual development strategy of innovative and generic drug research and development [1] - The company has numerous innovative drug research projects focused on key medical fields such as oncology, autoimmune diseases, neuropsychiatric disorders, and respiratory diseases [1] - The company has a variety of small molecule innovative drug candidates in development, including BIOS-0629, BIOS-0623, BIOS-0632, and BIOS-0635, as well as a large molecule anti-CD24 antibody in the IND pre-stage [1] Group 2 - The company has made significant progress with its key innovative product, targeting the H3 receptor antagonist for two indications, including excessive daytime sleepiness in patients with obstructive sleep apnea (OSA) [1] - There are approximately 936 million people globally suffering from mild to moderate OSA, with 425 million suffering from moderate to severe OSA, and about 210 million OSA patients in China by 2025 [1] - The competitor Pitolisant is projected to have a net sales of $710 million in 2024 [1] Group 3 - The company has established a broad portfolio in organoid business, including human tumor organoids, IPSC-derived normal organoids, and toxicity prediction organoids [2] - Clients have integrated organoid evaluation services into their business requirements, making them an auxiliary tool in the company's drug development process [2] - The company is expected to achieve revenue of 703 million, 751 million, and 823 million yuan from 2025 to 2027, with net profits of 18 million, 55 million, and 61 million yuan respectively [2]