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首药控股(688197) - 首药控股(北京)股份有限公司投资者关系活动记录表(2024年6月19日)

Group 1: Company Overview - Shouyao Holdings (Beijing) Co., Ltd. is involved in the development of innovative drugs, including collaborations with other companies [1][2]. - The company has 12 independent research pipelines, with 1 in pre-NDA communication, 2 in critical registration phases, 1 in phase II clinical trials, and 3 in phase I clinical trials [4]. Group 2: Key Drug Developments - The innovative drug TQ-B3139, developed in collaboration with Zhengda Tianqing, has received approval for market entry, targeting ALK-positive non-small cell lung cancer [2][3]. - SY-3505, a third-generation ALK inhibitor, is undergoing two key clinical trials, with progress aligning with company expectations [3][4]. - SY-707 is positioned as a first-line treatment, while SY-3505 will initially target second-line and above indications, creating a sequential treatment strategy [5]. Group 3: Financial Aspects - The company will receive milestone payments upon Zhengda Tianqing obtaining the new drug certificate and approval number, along with subsequent sales commissions [3][4]. - The specific amounts related to milestone payments will be disclosed in future reports [3]. Group 4: Investor Relations Activities - The company held investor relations activities including analyst meetings and performance briefings, with participation from various securities firms and funds [1][2]. - The next performance briefing is scheduled for May-June 2024, accessible online for all investors [2].