新诺威(300765) - 2023年12月15日投资者关系活动记录表

Group 1: Investor Relations Activities - The investor relations activity included a site visit and analyst meeting on April 15, 2023, from 10:30 to 11:30 AM [2] - Participants included representatives from various investment firms such as China International Capital Corporation and Harmolands Capital Limited [2] Group 2: Clinical Development Updates - The company is conducting a Phase 1 clinical dose escalation study for the EGFR-ADC product in both the US and China, focusing on reducing drug toxicity while observing tumor shrinkage efficacy [3] - The maximum dose in the current study is set at 8 mg/kg, with further dose escalation dependent on preliminary data [3] Group 3: Product Pipeline and Strategy - The company has four clinical products and multiple preclinical candidates in its ADC platform, which has been developed with patented technology [3] - The mRNA vaccine platform includes candidates such as RSV vaccine, VZV mRNA vaccine, and HPV therapeutic vaccine, with ongoing updates to be announced [3][4] Group 4: Innovation and Future Directions - The company emphasizes innovation as a core principle, aiming to leverage mRNA technology for new products and opportunities due to its low cost and high efficiency [4] - The design of the EGFR-ADC focuses on balancing safety and efficacy, utilizing a modified topoisomerase I inhibitor with low toxicity [4]