据了解，两款获批新药各具优势，精准匹配临床治疗需求：AD108注射液为化学药品2.2类改良型新 药，活性成份为人尿激肽原酶，创新采用皮下给药方式，可实现药物持续释放、维持稳态血药浓度，既 保证治疗效果，又规避了静脉给药可能引发的血压下降风险，能有效改善患者神经功能缺损、降低致残 率；注射用ADB116为高分子量尿激酶制剂，可静脉推注缩短给药时间，契合急性缺血性脑卒中 （AIS）早期静脉溶栓的急救需求，依托艾迪药业先进的蛋白分离纯化技术，实现高纯度单一组分，有 望为患者提供更优质的溶栓治疗选择。进展方面，目前AD108项目已启动I期临床试验；ADB116项目正 在按批件要求补充相关药学研究，各项工作正常推进中，双方将持续发力推动项目进程，力争早日推向 市场，惠及更多患者。 本次进一步收购南大药业股权，核心原因与价值体现在三方面：一是强化战略管控，进一步夯实对南大 药业的控制权，确保公司"人源蛋白原料—制剂一体化"战略稳步实施，持续提升核心竞争力；二是深化 资源协同，融合双方生产、渠道与平台优势，破除协同壁垒提升运营效率；三是增厚盈利基础，南大药 业近年来营业收入和利润规模稳中有升（2024年营收2.99亿元、净 ...

当前，社会急需疗效确切且安全性高的脑卒中创新药物，AD108注射液和注射用ADB116获批临床，对满足脑卒中领域临 床需求，以及夯实艾迪药业人源蛋白领域第二增长曲线具有重大意义。 本报讯 （记者张敏）1月13日，江苏艾迪药业集团股份有限公司（以下简称"艾迪药业"）发布的公告显示，公司将以简易 程序向特定对象发行A股股票，募集资金总额不超过1.85亿元（含本数）。本次募集资金投资项目主要包括：公司拟以现金方 式收购控股子公司南京南大药业有限责任公司（以下简称"南大药业"）22.23%股权，收购价格约为1.3亿元；公司拟将本次募集 资金5500万元用于补充流动资金。 夯实人源蛋白第二增长曲线 南大药业主要产品为溶栓药物注射用尿激酶制剂和抗凝药物低分子量肝素钠原料药，是国内为数不多的同时持有尿激酶原 料药和注射用尿激酶制剂生产批文的"原料药+制剂"一体化生产企业。 艾迪药业于2022年7月份收购南大药业19.96%的股权，并于2024年实施重大资产重组通过支付现金进一步购买南大药业 31.16%的股权，进而获得了南大药业控制权。其后，双方协同作用快速显现，一方面，2025年1月份至10月份，南大药业实现 净利润55 ...

Core Insights - In 2024, domestic innovative drugs, particularly in the HIV sector, are experiencing new growth opportunities driven by national policy support and market demand recovery [2][3] - The company, Aidi Pharmaceutical, is focused on overcoming key technical barriers in the HIV field and aims to provide safe and effective medication options for domestic patients [2][3] Sales Performance - In 2024, the total sales revenue from HIV new drugs reached approximately 149.9 million yuan, representing a year-on-year growth of 103.73% [3][8] - In the first quarter of 2025, the revenue from HIV new drugs was 62.7 million yuan, showing a year-on-year increase of 75.64%, marking a historical high for a single quarter [2][3] Academic Contributions - The company presented the results of the SPRINT study at the 10th National AIDS Academic Conference, demonstrating the long-term value of its drug, Ainomi [4] - The treatment adherence and viral suppression rates for Ainomi in the continuous treatment group were above 95% over 144 weeks, indicating its safety and effectiveness [4] Research and Development - In 2024, the company invested 107.5 million yuan in R&D, a 27.71% increase year-on-year, accounting for 25.73% of its revenue [5] - The company is advancing its pipeline with various projects, including the ACC017 tablet in Phase II clinical trials and long-acting innovative HIV drugs [5] Strategic Partnerships - The company acquired control of Nanda Pharmaceutical to integrate upstream and downstream resources, enhancing its "HIV new drug + human protein" dual strategy [6] - In 2024, Nanda Pharmaceutical achieved a revenue of 298.6 million yuan and a net profit of 51.5 million yuan, with continued collaboration expected to accelerate clinical trials for new drugs [6] Financial Performance - In 2024, the company reported total revenue of 417.8 million yuan, with a net loss of 141.2 million yuan [8] - In the first quarter of 2025, the company achieved revenue of 197.9 million yuan and a net profit of 1.6 million yuan, indicating a positive start to the year [8]