格隆汇1月30日丨泰恩康(301263.SZ)近日接受特定对象调研时表示，公司目前重点聚焦国内2-12岁儿童 白癜风适应症的注册上市，仅国内市场就已具备较大规模。从全球范围来看，儿童白癜风治疗领域同样 是空白，FDA尚未批准相关产品，拓展海外市场确实存在一定的时间成本和难度。但鉴于CKBA独特的 作用机制，安全性良好，联合用药的前期数据效果显著，公司对其市场前景充满信心，计划今年启动美 国FDA的IND申报工作，逐步探索海外市场的发展空间。 ...

格隆汇1月30日丨泰恩康(301263.SZ)近日接受特定对象调研时表示，公司目前重点聚焦国内2-12岁儿童 白癜风适应症的注册上市，仅国内市场就已具备较大规模。从全球范围来看，儿童白癜风治疗领域同样 是空白，FDA尚未批准相关产品，拓展海外市场确实存在一定的时间成本和难度。但鉴于CKBA独特的 作用机制，安全性良好，联合用药的前期数据效果显著，公司对其市场前景充满信心，计划今年启动美 国FDA的IND申报工作，逐步探索海外市场的发展空间。 ...

泰恩康分析师会议 调研日期：2026年01月29日 调研行业：医药商业 参与调研的机构：华泰证券、招商证券、平安证券、中泰证券、 方正证券等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 关注公众号即可体验 机构调研pro小程序~ 扫码关注 调研纪要精选公众号 时尚悉各行业顶流企业周研情况。 LIST | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | ...

南财智讯1月29日电，泰恩康在投资者关系活动中表示，玫瑰痤疮适应症开发进度快于儿童白癜风，有 望成为CKBA首个提交注册申请的适应症；该适应症国内患者超5000万、支付意愿强，目前全球鲜有创 新药布局，若临床数据良好，获批后将成为国内首个该适应症的1类创新药，公司争取在2027年底前完 成III期临床。 ...

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-002 | 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 | | | 大成基金管理有限公司、华宝基金管理有限公司、汇安基金管理 | | | 有限责任公司、汇添富基金管理股份有限公司、华夏基金管理有 | | | 限公司、银河基金管理有限公司、永安国富资产管理有限公司、 | | | 华创证券、信达证券、西部医药、建信基金管理有限责任公司、 | | | 上海域秀资产管理有限公司、中信证券股份有限公司、广东泓屹 | | | 资产管理有限公司、杭州优益增私募基金管理有限公司、华福证 | | | 券资产管理有限公司、浦银安盛基金管理有限公司、中银国际证 | | | 券股份有限公司资管、平安资产管理有限责任公司、东方投顾、 | | | 安信基金管理有限责任公司、荷荷 私募基金管理有限公 (北京) | | | 司、上海恒复投资管理有限公司、摩根士丹利基金管理（中国） | | 参与单位名称及 | 有限公司、招商信诺资产管理有限 ...

Group 1 - The core viewpoint of the article highlights that the company, 泰恩康 (301263), is accelerating the clinical development of CKBA in response to national policies supporting pharmaceutical innovation [1] Group 2 - For the adult vitiligo indication, the company is steadily advancing the application process for the Phase III clinical trial [1] - The application for the Phase II clinical trial for the 2-12 years old children's vitiligo indication has been accepted by the drug regulatory authority, and the company will disclose updates if approved [1] - CKBA has obtained the seamless adaptive clinical trial approval for the Phase II/III indication of rosacea, and the company is actively preparing for ethical review and subject enrollment [1]

Core Viewpoint - 泰恩康 is committed to deepening its focus on the pharmaceutical industry and implementing an innovation-driven development strategy during the "14th Five-Year Plan" period, aiming to contribute more to the construction of a healthy China [1] R&D Progress - 泰恩康's subsidiary, Jiangsu Bochuangyuan Biopharmaceutical Technology Co., Ltd., received a notice from the National Medical Products Administration for the acceptance of a Phase II clinical trial application for CKBA cream in treating non-segmental vitiligo in children aged 2-12 [1][2] - The company successfully completed a Phase II clinical trial for CKBA in adult vitiligo and plans to submit a Phase III clinical trial application soon [2] - CKBA is a novel immune modulator derived from traditional Chinese medicine, showing targeted action and safety for treating pediatric vitiligo [2] Clinical Research and Potential - CKBA has shown significant potential in treating other immune-related diseases, including Alzheimer's disease, with research published in the journal Nature Aging [3] - 泰恩康 has initiated preclinical research for CKBA in Alzheimer's treatment, with plans to submit an IND application by the second half of 2026 [3] Innovation Development Strategy - 泰恩康 has transformed its business model from a sales-production-research model to a research-production-sales model, with R&D investment increasing from 6.9% to 21.96% of revenue from 2022 to 2024 [4] - The company emphasizes a "pyramid" R&D strategy, focusing on generic drug development at the base, modified chemical drugs and biological drugs in the middle, and innovative drug research at the top [4] Product Structure Enhancement - 泰恩康 has established three main product segments: sexual health, gastrointestinal, and ophthalmology, with core products gaining high recognition in their respective fields [4][5] - The company has several core drugs in the pipeline, including domestic first generics, expected to be approved or submitted by the end of this year to next year, which will further enhance its product structure [5]

Core Insights - Guangdong Taiankang Pharmaceutical Co., Ltd. has made significant progress in the innovative treatment of pediatric vitiligo with the acceptance of its clinical trial application for CKBA cream combined with narrowband ultraviolet B (NB-UVB) for children aged 2-12 [1][2] - The global prevalence of vitiligo, a chronic autoimmune disease characterized by skin pigment loss, is high, with children accounting for 32%-40% of cases, highlighting a substantial unmet clinical need in this demographic [1] Group 1 - The acceptance of the clinical trial application marks a key advancement for the company in the pediatric vitiligo treatment sector, potentially providing new options for affected children and their families [1] - Currently, there are no approved products for treating vitiligo in children globally, indicating a significant market opportunity for the company [1] - The company aims to address unmet clinical needs and enhance its innovative drug pipeline, reinforcing its commitment to public health and long-term value creation for investors [2] Group 2 - CKBA, a First-in-Class innovative drug with global intellectual property rights, is progressing steadily in its indication layout, with adult vitiligo in Phase II trials and plans for Phase III submission [2] - The company is also preparing for II/III phase trials for rosacea and advancing preclinical research for Alzheimer's disease, with an IND application planned for the second half of 2026 [2] - The acceptance of the pediatric vitiligo indication further enriches the company's indication matrix, showcasing its deep accumulation in innovative drug research and development [2]

Core Viewpoint - The company, TianKang, has officially announced the initiation of preclinical research for its innovative drug CKBA targeting Alzheimer's disease (AD), based on significant findings from a research team at Shanghai Jiao Tong University [1][2]. Group 1: Drug Development and Mechanism - CKBA is a first-in-class innovative drug that targets the newly identified MFE-2 pathway, which plays a crucial role in the lipid metabolism and neuroinflammation associated with AD [2][4]. - The drug demonstrates a differentiated advantage by being orally administered and capable of crossing the blood-brain barrier, showing improvements in cognitive function, reduction of neuroinflammation, and decreased Aβ plaque accumulation in AD model mice [4]. Group 2: Market Potential and Financial Outlook - The Alzheimer's drug market in China is projected to grow from approximately 6 billion yuan in 2023 to over 26 billion yuan by 2030, with a compound annual growth rate (CAGR) of 19.2%, while the global market is expected to reach 31.44 billion USD [4]. - The company anticipates submitting its phase I clinical application for CKBA in the second half of 2026, supported by cash flow from its existing generic drug business [4]. Group 3: Broader Product Pipeline and Growth Strategy - In addition to AD, CKBA is part of a broader pipeline that includes treatments for vitiligo and rosacea, with ongoing clinical trials showing promising results [5]. - The company is also expanding its generic and modified drug segments, with several products in the pipeline expected to contribute to revenue growth [5][6]. Group 4: Institutional Support and Market Confidence - The company has gained recognition from institutional investors, with significant increases in holdings from the basic pension insurance fund, indicating confidence in the company's growth potential [7][9]. - Management has shown commitment to the company's long-term success, with no plans for share reduction post-lockup and active participation in shareholding [9].

Core Insights - The company, TianKang, has officially launched the development of its innovative drug CKBA for the treatment of Alzheimer's Disease (AD) [1] - TianKang is accelerating the research and development of AD indications while also preparing for Phase III clinical trials for CKBA in vitiligo and submitting applications for pediatric medications, as well as conducting Phase II/III clinical trials for rosacea [1] - The establishment of dedicated business units for certain indications aims to expedite the commercialization process post-approval [1] - Existing products and several upcoming generic drugs are expected to provide stable cash flow to support the company's innovative drug development [1] - Recent research findings on CKBA for AD have been published in the prestigious journal Nature Aging, highlighting key targets in the early metabolic inflammatory coupling pathways of AD and confirming CKBA's potential as a new generation small molecule candidate drug derived from natural products [1] - The research demonstrates a complete chain from mechanism study to translational application [1]