安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2025-009 证券代码：300009 证券简称：安科生物 | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | ☑其他 （电话会议） | | 参与单位名称及 | 华源医药、国盛医药、华福医药、中邮医药、平安证券、华鑫 | | 人员姓名 | 医药、信达医药、华安医药、东吴医药、东方医药、太平资产 | | | 管理、仁桥（北京）资产管理、中信建投基金、优益增投资、 | | | 泰康资产管理、Open Door Investment Management Ltd.、中国国 | | | 际金融、晨岭资本、太朴持信、深圳市尚诚资产管理、高腾国 | | | 际、鸿运私募基金管理、嘉实基金、华泰自营、翼虎投资管理、 | | | 长江养老保险、罗爵资产管理、长城基金管理、昆仑健康、武 | | | 汉证国私募基金、北京金塔股权投资、观合资产、药融圈、杭 | | | 贵投资、北京金百镕投资、上海盟洋投资管理、华宝基金 ...

Group 1: Company Strategy and Goals - The overall business goal for 2025 is to achieve restorative growth and maintain stable development [3] - The company aims to enhance the sales proportion of growth hormone water injections and expand the indications for growth hormone [3] - The company plans to accelerate the production capacity of the cancer drug Trastuzumab (Ansatin) and deepen brand building and market expansion [3] Group 2: Product Development and Clinical Trials - The clinical trial for "AK2017 Injection" (recombinant human growth hormone-Fc fusion protein injection) has successfully completed Phase II enrollment, with discussions for Phase III trial already held [3] - The company is actively promoting clinical trials for interferon spray and inhalation agents, targeting respiratory infections and gynecological diseases [3] - The "AK1008 Project" (human interferon α2b spray) is in Phase II trials for treating viral infections in children [3] Group 3: Competitive Landscape - Currently, there are 5 companies producing short-acting growth hormones, and several companies are expected to launch long-acting growth hormones [4] - The market for growth hormones is competitive but the overall pricing system remains stable [4] - The strategic partnership with Weisheng Pharmaceutical aims to cover the long-acting growth hormone market and enhance the company's competitiveness in children's growth and development [7] Group 4: Innovation and Collaborations - The company is developing several innovative drugs, including "HuA21 Injection" targeting HER2, which has shown promising safety and efficacy in early trials [4] - Collaboration with Afana Company on "AFN0328 Injection" for HPV precancerous lesions is in Phase I trials, with plans for further mRNA drug development [5] - The company is also involved in CAR-T cell therapy research through its investment in Boshengji Company, which has received implicit approval for clinical trials [5] Group 5: Market Expansion and Future Plans - The company is preparing to expand its international market presence by building FDA and EU-compliant production lines and engaging with foreign distributors [8] - The exclusive agency agreement with Baoji Pharmaceutical for the innovative drug "SJ02" aims to enhance the company's product matrix in the assisted reproduction field [8] - The company anticipates that the launch of long-acting growth hormones and long-acting follicle-stimulating hormones will provide new growth points for its business [8]

Group 1: Financial Performance and Challenges - In 2024, the company experienced its first decline in revenue and net profit, primarily due to decreased sales in its main business segments, including bioproducts and traditional Chinese medicine [2][3] - The company aims for recovery growth in 2025, focusing on enhancing academic promotion and increasing the sales proportion of its water injection products [3] - The sales of "Ansaiting" are expected to show significant year-on-year growth in 2025, while the traditional Chinese medicine segment has resumed production and aims to maintain growth [3] Group 2: Research and Development (R&D) Strategy - The decline in R&D expenditure does not indicate a reduction in R&D efforts; rather, it reflects the clinical product structure and progress at different times [5] - The company is advancing its R&D capabilities and is involved in innovative technology investments, with a focus on clinical trial phases [5] - Future R&D investments are expected to increase as products like "AK2017 Injection" progress to Phase III clinical trials [5] Group 3: Market Expansion and Product Development - The company is actively building production lines compliant with FDA and EU certifications to facilitate overseas market entry [6] - AI technology is being utilized to assist in drug development, including molecular design and data integration for various business applications [8] - The company is developing new formulations of interferon for respiratory infections and gynecological diseases, with ongoing clinical trials for several products [9] Group 4: Clinical Pipeline Overview - The company has several products in clinical trials, including "HuA21 Injection" for HER2-targeted therapy, which has completed Phase Ib/II trials and is preparing for Phase III [10][11] - "AK2017 Injection" (recombinant human growth hormone-Fc fusion protein) is progressing well in clinical trials, having completed Phase II and moving towards Phase III [11] - The company is also exploring new indications for growth hormone and accelerating the development of tumor drugs like "Ansaiting" [9][11]

证券代码：300009 证券简称：安科生物 安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2025-004 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 □其他 （电话会议） 参与单位名称及 人员姓名 东方财富 王震*、东方财富 陈*、国盛证券 程*、国盛证券 潘 *、大工律所 詹武*、山西证券 田*、招商银行 童济*、银河证 券 郭子*、中钰资本 秦*、杜*、刘*、陈素*、王*、余*、盛祥 *、李天*、张云*、张霄*、朱德*、金广*、文*、吴书* 时间 2025 年 5 月 30 日 地点 公司会议室、展厅 上市公司接待人 员姓名 董事会秘书李坤先生、证券事务代表刘文惠女士 投资者关系活动 主要内容介绍 投资者参观了公司展厅以及部分生产线，接下来公司与投 资者就相关问题进行了沟通，整理如下： 问 1：请问生长激素的作用机理是什么？ 答：生长激素是一种脑垂体前叶分泌的肽类激素，对人体 生长发育、代谢调节等具有重要作用。其为昼夜脉冲式分泌， 尤其在夜间分泌，黄金时段是夜间深睡眠期。公司人生长激素 是通过基因重组大肠杆菌分泌 ...

Group 1: Company Goals and Strategies - The overall business goal for 2025 is to achieve restorative growth while maintaining stable and healthy development [2] - The company aims to enhance academic promotion and increase the sales proportion of water injections, while pushing for restorative growth in growth hormone sales [2] - The Chinese medicine sector will optimize sales policies for traditional Chinese medicine plasters to maintain growth momentum [2] Group 2: Investment and Partnerships - The cornerstone investment in Weisheng Pharmaceutical is aimed at establishing a long-term cooperative relationship to enhance resource integration and competitive advantage [3] - The company plans to divest forensic-related businesses and actively transition to new business areas [3] Group 3: Sales Performance - In Q1 2025, the sales of growth hormones showed a year-on-year increase, reversing the previous downward trend [3] - The sales revenue of Trastuzumab exceeded 100 million yuan in 2024, with expectations for significant year-on-year growth in 2025 [3] Group 4: Research and Development Progress - The company is advancing several clinical trials, including a new drug targeting HER2, which has shown promising safety and efficacy in early studies [4] - Ongoing clinical trials for various products, including AK1008 and AK1012, are aimed at treating viral infections in children [4] - The company is collaborating on innovative mRNA technology for cancer treatment, with clinical trials approved for AFN0328 injection [4]