股票近期走势 经济观察网成都先导公告拟以2400万元增资参股公司先衍生物，投前估值为4.5亿元。先衍生物专注于 小核酸新药研发，其针对高血压的药物LDR2402已进入Ⅱ期临床，治疗肥胖的药物LDR2515近期获临床 试验默示许可。此次增资由道远国生领投，融资总额不超过1.5亿元，交易后成都先导持股比例将根据 融资结果调整。 以上内容基于公开资料整理，不构成投资建议。 近7日，成都先导股价区间波动，收盘价从29.84元至30.26元，区间振幅达13.48%。资金流向显示主力 资金分化，如2月10日主力净流入4528万元，但2月11日净流出1256万元。截至2月12日，换手率 2.04%，单日涨幅1.44%。 ...

Core Insights - Chengdu XianDao is a platform-based R&D enterprise focused on new drug discovery, aiming to build a scalable, efficient, and expandable drug discovery system [1][4] - The company utilizes a leading trillion-level DNA-encoded compound library (DEL) as its core technology platform, empowering over 1,000 R&D projects for more than 600 global clients [1][4] - Future strategies include deepening the R&D value chain with AI and automation technologies, while also expanding capabilities horizontally [1][4] Group 1: Company Strategy and R&D Focus - The core strategy involves creating a scalable and efficient drug discovery system centered around the DEL technology platform [4] - The company aims to explore new types of tool molecules and therapeutic molecules, focusing on discovery, optimization, and transformation [1][4] - The DEL technology is being applied to challenging target areas such as PPI and GPCR, enhancing the breadth and depth of target exploration [5][6] Group 2: HAILO Platform and AI Integration - The HAILO platform integrates DEL, AI, and automation for molecular optimization, enhancing data integration and molecular optimization efficiency [2][7] - The AI assistant HANDS facilitates a closed-loop system from data acquisition to business implementation, improving R&D efficiency [8][9] - HAILO's high-throughput capabilities support the entire process from target validation to lead compound optimization, significantly improving overall efficiency [9] Group 3: Clinical Development and Pipeline - The self-developed project HG146 is in Phase II clinical trials for recurrent or metastatic adenoid cystic carcinoma, with positive preliminary efficacy and safety signals [10] - The company is preparing to communicate with the National Medical Products Administration (CDE) regarding the next steps for HG146's development and registration [10] - The subsidiary Xianyan Biotech is advancing its pipeline, with LDR2402 entering Phase II clinical trials and LDR2515's IND application accepted by CDE [11] Group 4: M&A and Investment Strategy - The company is cautiously evaluating investment or acquisition opportunities that enhance core business, extend the industry chain, or possess breakthrough technology potential [12][13] - The focus is on companies that can strengthen existing operations, extend to upstream and downstream of the industry chain, or are in emerging exploration stages [13] - The company aims to balance short-term goals with long-term strategies through systematic resource integration and market expansion [13]