赛伦生物(688163) - 投资者关系活动记录表（2024年3月）

Group 1: Market Overview - The company is the only domestic manufacturer of anti-snake venom serum, which is the only effective treatment for snakebite poisoning [4] - The market for anti-snake venom serum is influenced by factors such as ecological improvements, climate conditions, and natural disasters [4] - There is a lack of precise statistics on the number of snakebite patients each year, but the application level of anti-snake venom serum is gradually improving [4] Group 2: Competitive Landscape - Competing products for anti-snake venom serum include traditional Chinese medicine and folk remedies, which serve different therapeutic purposes [5] - The market share of tetanus immunoglobulin products is dominated by tetanus antitoxin, with anti-snake venom immunoglobulin being significantly cheaper and safer [6][7] - The company is working on academic promotion to increase its market share in the tetanus immunoglobulin market [7] Group 3: Usage and Administration - The number of anti-snake venom serum doses used varies significantly across regions and medical institutions due to differences in patient conditions and treatment practices [6] - Anti-snake venom serum should be administered as soon as possible after a snakebite, with intravenous drip being the recommended method [6] - The application of anti-snake venom serum is expanding in primary healthcare institutions, with increasing usage in community hospitals [8] Group 4: Insurance and Reimbursement - Anti-snake venom serum is included in the "Class A" category of the National Basic Medical Insurance, Work Injury Insurance, and Maternity Insurance drug catalog [8] - Reimbursement policies for anti-snake venom serum vary by province, city, insurance type, and level of medical institution [8] Group 5: Research and Development - The company is currently developing a rapid diagnostic reagent for snake venom, which is still in the research phase and has not yet been priced [7] - The anti-rabies serum product is undergoing technical improvements and is not yet available for sale [8]