AMOYTOP(SH:688278)2023-11-30 10:40Group 1: Market Penetration and Patient Statistics - The current market penetration rate of Peginterferon is at an early stage, with no authoritative third-party data available [2] - There are approximately 86 million chronic hepatitis B (CHB) infected individuals in China, with 20-30 million being chronic hepatitis B patients and 5-6 million currently receiving antiviral treatment [2] - The diagnosis and treatment rates for hepatitis B in China are relatively low, indicating significant room for growth in market penetration for Peginterferon [2] Group 2: Project Progress - The Everest Project aims to establish 25 demonstration base hospitals nationwide, develop at least 100 project hospitals, and train over 1,000 clinical liver disease doctors, with a target of enrolling 30,000 patients [3] - As of September 2023, the Everest Project has enrolled 32,098 chronic hepatitis B patients, achieving clinical cure in 5,895 cases [3] - The Oasis Project, the largest prospective cohort study in Asia aimed at reducing the incidence of chronic hepatitis B-related liver cancer, has enrolled 32,071 patients as of October 2022 [3] Group 3: Research and Development Focus - The company is focusing on clinical cure research for hepatitis B based on Peginterferon, aiming to enhance the clinical cure rate and significantly reduce liver cancer risk [4] - Ongoing research includes various hepatitis B patient populations, with the goal of optimizing treatment plans to achieve higher treatment targets [4] Group 4: Clinical Recognition and Treatment Optimization - There has been an increase in clinical recognition of hepatitis B clinical cure, with experts leading the enhancement of treatment protocols [4] - The company believes that with expert guidance and high-level evidence-based research, treatment plans can be continuously optimized, boosting confidence among doctors and patients [4] Group 5: Policy and Market Strategy - The Jiangxi Province has initiated centralized procurement for interferon, with the company closely monitoring policy implementation [4] - The company’s long-acting interferon product, Peginterferon, has a strong technical barrier due to its innovative formulation and global patent protection [5] Group 6: Future Plans - The company plans to continue focusing on the immune and metabolic fields, enhancing Peginterferon's role in hepatitis B clinical cure and liver cancer risk reduction [6] - Future strategies include exploring combination therapies through external collaborations and internal research to improve clinical cure rates [6]