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微芯生物(688321) - 投资者关系活动记录表2024年11月13日
688321Chipscreen(688321)2024-11-15 07:37

Group 1: Company Performance - In the first three quarters of 2024, the company achieved approximately 481 million CNY in revenue, a year-on-year increase of 38.02% [1] - Sales of Sidabamine increased by 24.01% year-on-year, with revenue growth of 16.73% [1] - Sales of Seglitazone saw a remarkable year-on-year increase of 322.98%, with revenue growth of 414.65% [1] Group 2: Research and Development Progress - The II phase clinical study of Seglitazone for treating MASH (CGZ203 trial) was selected for an oral presentation at the 2024 American Liver Meeting [1] - The clinical trial application for the innovative drug CS231295 for tumor treatment has been accepted by CDE [1] - The company is committed to providing affordable, innovative drugs that meet clinical needs, focusing on patient demands [1] Group 3: Competitive Advantages - Sidabamine's DEB regimen for DLBCL is the first global III phase registered clinical study targeting initial treatment for MYC/BCL-2 positive DLBCL, showing significant clinical benefits [2] - Sidabamine is the preferred option for both transplant-eligible and non-eligible relapsed/refractory PTCL, with a strong recommendation in CSCO guidelines [3] - CS231295 is a multi-target protein kinase inhibitor with significant anti-tumor activity and good blood-brain barrier permeability, offering new treatment options for specific tumors [5] Group 4: Market Strategy and Future Plans - The company is actively preparing for the III phase clinical study of Seglitazone for MASH and is open to overseas collaboration opportunities [4] - The company participated in the national medical insurance negotiations for Seglitazone and Sidabamine, with final pricing subject to negotiation results [6]