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The concept of stem cells has been hot recently. by the close of trading on May 9, Tailin Biology and Kaileng Health had harvested the "20CM" trading limit for two consecutive trading days, while Sihuan Biology, Vcanbio, South China Biology and Nanjing Xinbai had two consecutive trading days. In addition, Guan Hao Bio is up 9.Roulettewheel.22%, Xiangxue Pharmaceutical rose 6.26%.

On the evening of May 9, the relevant listed companies issued a notice of stock price changes. Jimin Medical, which is trading on Sanlianban, said that stem cell drug research and development pipeline projects are in the preclinical stage, while Erlianban Hanshang Group said it does not carry out stem cell treatment business at present.

Sanlian Board Jiemin Medical treatment:

The project is in the preclinical stage.

Earlier, there were media reports that Professor Yin Hao's team from the second affiliated Hospital of Naval Medical University (Shanghai long March Hospital) and Professor Cheng Xin's team of Chinese Academy of Sciences used autologous regenerated islets derived from stem cells for the first time in the world. A patient with type 2 diabetes with severely impaired islet function was successfully cured. At present, the patient has been completely free from insulin for 33 months. The relevant results were published in the international journal Cell Discovery.

roulettewheel| The concept of stem cells is booming, and A-share "second consecutive board" and "third consecutive board" listed companies have spoken out!

At the same time, it is reported that Jimin Medical is the exclusive partner of Professor Jonathan Robert Todd Lakey of the Department of surgery and Biomedical Engineering of the University of California, Irvine, in China, and the company has priority for the technological transformation of its scientific research achievements in China, in which islet transplantation for diabetes has been awarded FDA to conduct clinical trials at the University of California, Irvine.

In the announcement of stock trading changes issued on the evening of May 9, Jimin Medical said that Boao International Hospital under the company's flag (Jin Kirin analyst) signed with Professor Jonathan Robert Todd Lakey in January 2019.RoulettewheelA cooperation agreement has been made to employ Professor Jonathan Robert Todd Lakey as the chief scientist, whose main responsibility is to provide technical support to the hospital in stem cell-related fields and to jointly carry out scientific research projects for a period of 3 years. Up to now, the cooperation between the two sides has been completed, and the company has not promoted the transformation of its related scientific research achievements in China.

In addition, the current stem cell drug research and development pipeline of Boao International Hospital mainly includes adipose mesenchymal stem cells (ADSC) for retinitis pigmentosa (RP), adipose mesenchymal stem cells (ADSC) for type 2 diabetes mellitus (T2DM), and adipose mesenchymal stem cells (ADSC) for chronic obstructive pulmonary disease (COPD), but they are all in the preclinical stage and the project is relatively early. Innovative drug research and development cycle is long, many links, high risk, from development, clinical trials, application to production is easily affected by technology, examination and approval, policies and many other factors, there are many uncertainties in the follow-up research and development.

Since May 7, Jimin Medical has risen by the limit for three consecutive days, with a cumulative increase of 33%, a short-term increase higher than the Shanghai Composite Index for the same period. "there is a situation of overheated market sentiment," the company said. "

Erlianban Han Shang Group:

No stem cell therapy business

On the same day, Hanshang Group said in the stock trading announcement that the company is not currently engaged in stem cell therapy business. Wuhan Huake Reproductive Hospital of the company has been awarded the license of "Hubei Engineering Research Center for preparation and Application of Human Stem cells and Resource Preservation". At present, it is in the early stage of research and development and has not yet carried out clinical application.

At present, Han Shang Group is promoting the dual-main business strategy of "Big Business + Great Health". The Great Health Plate owns Dikang Pharmaceutical, Dikang traditional Chinese Medicine, Wuhan Huake Reproductive Hospital and so on.

From May 8 to 9, the Chinese Merchants Group rose by the daily limit for two consecutive days, with a cumulative increase of 21%.

On the news side, at the performance presentation meeting that ended on May 8, the Han Shang Group revealed that last year, Wuhan Huaxue Reproductive Hospital made 30, 000 visits, completed 1060 transplant cycles, preserved 180 fertility, and stored a total of 5100 specimens in the sperm bank. Through the special qualification verification and evaluation of the concession, AID and IVF frozen embryo and fresh embryo technology have been in the leading level in China, and the human sperm bank and fertility conservation center have achieved their annual business targets ahead of schedule, of which self-polishing fees have increased by 72% compared with the same period last year, a record high.

Han Shang Group acquired 81.34% of the equity of Wuhan Tongji Science and Technology Group Co., Ltd., the investor of Huake Reproductive Hospital in January last year. At present, the company directly and indirectly holds 76% of the capital contribution share of Huake Reproductive Hospital, and the actors in concert with the company have 100% voting rights in the general meeting of investors of Huake Reproductive Hospital. At present, the company is promoting the restructuring of Huake Reproductive Hospital.

In addition, Sihuan Biology, Tailin Biology, Vcanbio, Nanhua Biology, etc., have also issued announcements that the company's operating situation and internal and external business environment have not changed significantly.

Enterprises ahead of the progress of pipeline development

Or have a better chance.

Stem cell medicine (StemCellTherapy) refers to the use of stem cells to treat and repair the function of human tissues and organs. Stem cells have the ability of self-renewal and multi-directional differentiation, can differentiate into different types of cells, and have a strong ability of regeneration and repair. Stem cell medicine is widely used in the treatment and tissue repair of various diseases.

The reporter noticed that a number of A-share companies answered relevant business trends on the investor interaction platform.

Vcanbio said that the company's main business includes the preparation and storage of cell testing in the field of "precision prevention"; the research, production and marketing of in vitro diagnostic raw materials, in vitro diagnostic reagents and devices in the field of "accurate diagnosis". Biological genes, proteins, antibodies and other scientific research reagent products, as well as gene testing services; research and development of clinical applications of stem cells and immune cells in the field of "cell therapy".

Xiangxue Pharmaceutical said that Xiangxue Life Sciences, a subsidiary of Xiangxue Pharmaceutical, is a research and development enterprise focusing on cellular immunotherapy products and technologies in the field of TCR. TCR-T products are widely distributed, multiple research pipelines are promoted at the same time, and the targets are rich, including almost all tumor-related specific antigens, including CT antigens, newborn antigens, virus antigens and so on.

Huadong Pharmaceutical said that on March 1 this year, the company and Keji Pharmaceutical reached an exclusive commercialization of the cellular immunotherapy product Zewoki Orienza Injection, which was notified by the State Food and Drug Administration (NMPA) and was conditionally approved for marketing. It is used to treat adult patients with relapsed or refractory multiple myeloma who have progressed after at least 3 lines of previous treatment (Having used at least one proteasome inhibitor and immunomodulator), the company has formed a special commercialization team. The first prescription in the country was issued on the day the product was approved for marketing. Currently, the product is actively promoting hospital access and Access to Huimin Insurance in various cities.

Open Source Securities analysis believes that the number of patients with self-immune diseases in China continues to increase, and there are currently few targeted drugs on the market in China, low penetration rates of biologics, and there are many unmet needs. It is recommended to pay attention to targets that have been verified overseas but still have a small number of domestically marketed drugs, such as IL-17A, IL-12/IL-23, IL-23A, JAK, etc. Companies with the highest progress in the research pipeline will have greater development opportunities.