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Recently, Jiankangyuan (600380.SH) disclosed its "Investor Relations Activity Record Table for December 2023 and January 2024." The table shows that since last December, 31 institutions have conducted on-site investigations of Jiankangyuan. Public information indicates that many mainstream institutions have been paying close attention to the company's developments and are optimistic about its future prospects and investment value.

Beyond the recognition from the capital market, Jiankangyuan's influence is also steadily increasing. In September 2023, the Guangdong Provincial Federation of Industry and Commerce released the "2023 Top 100 Private Enterprises in Guangdong Province" series rankings. Jiankangyuan ranked 71st in the "Top 100 Private Enterprises in Guangdong Province" and 40th in the "Top 100 Private Manufacturing Enterprises in Guangdong Province." In November 2023, the "2022 Top 100 Chinese Pharmaceutical Industry Ranking" was announced, and Jiankangyuan was listed for the first time, jumping from 103rd place the previous year to 65th place.

Innovation Driven Expansion with Multiple Innovative New Drugs Big Pharma-level Product Pipeline

For a long time, Jiankangyuan has adhered to a dual-engine strategy of "innovative drugs + high-barrier complex preparations," focusing on meeting unmet clinical needs. One of the core standards of Big Pharma is having stable and sufficiently large sales revenue. Jiankangyuan understands that to achieve this goal, it needs to establish a strong and diversified product pipeline. It is reported that Jiankangyuan currently has several patented innovative drugs under development, covering areas such as respiratory and analgesia.

In March 2023, Jiankangyuan signed an exclusive license agreement with Taiji Bio for the Greater China region for the influenza antiviral new drug TG-1000, which is currently undergoing Phase III clinical trials. It is understood that TG-1000 has a novel mechanism of action—Cap-dependent endonuclease inhibitor. It acts on the cap-snatching mechanism necessary for the viral replication process, effectively blocking the viral endonuclease within the cell and preventing viral replication and transmission. It is also expected to overcome the problem of drug-resistant virus strains and has a relatively wide effective treatment period.

Treatment for Idiopathic Pulmonary Fibrosis ( IPF) XYP-001 is a new drug developed for rare diseases. It is understood that this drug is currently undergoing Phase I clinical trials. IPF is a chronic, progressive fibrosing interstitial pneumonia of unknown etiology, and there are currently no definitively effective treatments. XYP-001 is a new mechanism/target drug in the development of IPF indications. Pharmacodynamic research results show that XYP-001 can reduce the production of pulmonary fibrosis factors by inhibiting the activation of the fibrosis and inflammatory signaling pathways P38-AKT protein, significantly reducing pulmonary fibrosis lesions. To date, no similar products have been declared, clinical trials conducted, or approved for marketing in China.

In addition, Jiankangyuan has reached a cooperation agreement with Guangzhou Fermi Technology Co., Ltd. (hereinafter referred to as: Fermi), obtaining the exclusive license for the Greater China region for FZ008-145, a novel analgesic drug targeting Nav1.8 independently developed by Fermi. It is understood that currently, no Nav1.8 inhibitors have been approved for pain treatment domestically or internationally, and FZ008-145 has the advantages of potent and non-addictive analgesia. Jiankangyuan recently announced that FZ008-145 capsules have been approved for clinical trials. As of the date of the announcement, apart from the cooperating party Fermi, no other domestic manufacturers have applied for a second-generation Nav1.8 inhibitor. This product will further enrich Jiankangyuan's pipeline in analgesic drug research.

The development of these drugs can provide patients with more effective treatment options and fill the gaps in current treatment areas, which is of significant clinical importance. It can be said that Jiankangyuan's product pipeline layout fully demonstrates its advanced Big Pharma ambitions.

Across the Country 18 Modern Biopharmaceutical Factories Continuously Promoting Intelligent and Digital Construction

The modern pharmaceutical manufacturing industry, especially the biopharmaceutical industry, is usually characterized by high innovation, technology intensity, and high added value. Nowadays, the widespread application of green production technologies, automation technologies, and digital technologies to achieve automation and optimization of the production process, while emphasizing environmental protection and sustainable development, has become an important characteristic of the modern pharmaceutical manufacturing industry.

Currently, Jiankangyuan has 18 modern biopharmaceutical factories in Guangdong, Fujian, Henan, Ningxia, Sichuan, and other places, as well as several modern unmanned workshops. The group headquarters and various production subsidiaries have all passed ISO14001 environmental management system certification. In addition, five companies under the company, including Shenzhen Haibin Pharmaceutical and Jiaozuo Jiankangyuan, have passed the "National Green Factory" certification, and several other subsidiaries have passed provincial and municipal "Green Factory" certifications.

Currently, climate change has become one of the most serious challenges facing countries worldwide. In response to national strategies, Jiankangyuan actively responds to the opportunities and challenges brought about by climate change, contributing to the national "dual carbon" goals. It is reported that several production subsidiaries under Jiankangyuan have actively carried out carbon verification work. In addition, in 2022, the company's board of directors passed the "Resolution on Setting the Carbon Emission Environmental Management Target for Jiankangyuan Group." According to this resolution, based on 2021, from 2022 to 2025, Jiankangyuan's carbon emissions per 10,000 yuan of output value will decrease by an increasing percentage of 2% each year.

Pharmaceutical industry insiders said that Jiankangyuan's widespread application of green production, automation, and digital technologies has improved production efficiency and environmental sustainability, while the "carbon reduction" target setting demonstrates their determination and action in sustainable development. These measures not only represent Jiankangyuan's innovation and efforts in sustainable development but also highlight the responsibility and commitment of local pharmaceutical companies.

Looking to the future, Jiankangyuan stated that against the backdrop of rapid development and transformation in the global pharmaceutical industry, the company will continue to follow national development strategies and adhere to its "innovative drugs + high-barrier complex preparations" dual-engine driven strategy, using innovation as the engine and green development as the guide, continuously improving its core competitiveness, and contributing to the high-quality development of China's pharmaceutical manufacturing industry.