Tellgen(SZ:300642)2022-11-22 03:04Group 1: Marketing Reform and Growth - The company completed a marketing organizational restructuring by the end of 2020, increasing the marketing staff from 80 to approximately 140 people, with plans for further expansion in 2021 [1] - The immune and molecular product lines have maintained stable and rapid growth, achieving a strong market position [1] Group 2: Product Development and Market Strategy - The company aims to leverage the in vitro diagnostic industry and domestic substitution policies to gain a larger market share [3] - The flow cytometry technology used for autoimmune detection products offers advantages such as rapid joint testing, full automation, and digital results, expected to become a significant product in the next 3 to 5 years [3] - The company plans to increase the installation of flow cytometry and chemiluminescence instruments to ensure stable reagent revenue [3] Group 3: Revenue and Product Lines - The revenue from tumor markers is expected to grow steadily due to the results of marketing reforms and the stable output of previously deployed instruments [3] - The company’s molecular products include HPV nucleic acid detection, companion diagnostics, and cancer detection products, with HPV being a key focus [5] - The company plans to introduce cartridge-based PCR detection products, which will overcome laboratory space and personnel limitations, potentially becoming an important technology platform for future molecular detection [5]