Xu Linyan, reporter of this newspaper

According to the reporter, from February to March this year, Beijing Hotgen Biotechnology Co., Ltd. (hereinafter referred to as "Hotgen Biotechnology", stock code: 688068. SH) has successively released two "Investor Relations Activity Record Forms", disclosing the research trends of more than 100 institutions in the past two months, covering leading public funds, securities asset management, foreign institutions and private equity funds, etc., highlighting the market's high attention to the company.

According to statistics, from February 10th to March 31st, Hotgen Biotech received more than 100 institutional surveys, including Wells Fargo Fund, E Fund, CITIC Securities, Goldman Sachs Asset Management, J.P. Morgan and other well-known institutions at home and abroad, covering public offerings, insurance funds, trusts, foreign capital and other types of investment entities. Among them, the number of participating institutions in a single month reached 60 in March, a further increase from February.

During the survey, the institutions asked in-depth questions about performance planning, overseas markets, innovative drug pipelines and AI technology applications, all of which highlighted their concern for the company's long-term value.

The performance guidance is clear

According to the employee stock ownership plan disclosed by Hotgen Biotech in April 2024, the company-level assessment indicators are that the revenue growth targets from 2024 to 2026 are not less than 20%, 44%, and 73%, respectively, and the corresponding revenue will reach 490 million yuan, 588 million yuan, and 707 million yuan respectively (based on the revenue after excluding the new crown business in 2023). The management of Hotgen Biotech also stated that the company will adhere to sustainable development in accordance with the above performance guidance, and is committed to achieving steady revenue growth and continuous improvement in profitability.

Overseas layout accelerated

Hotgen Biotech is continuing to promote the strategy of "coordinated development at home and abroad", and has set up subsidiaries in the United States, India, Hong Kong, China, and offices in Thailand, with a business network covering more than 20 countries and regions such as Southeast Asia, South Asia, the Middle East and Europe. It has obtained more than 600 overseas qualification certifications (259 EU CE certifications, including 90 IVDR certifications; 10 UK certifications), while continuing to improve the international product matrix, significantly enhance the ability to expand overseas markets and core competitiveness, and provide diversified solutions for the global diagnostic market.

Breakthrough in innovative drug pipelines

SGC001 Injection: The world's first FIC innovative drug jointly developed by Shunjing Pharmaceutical, a joint-stock company, and Professor Du Jie of Capital Medical University, as an emergency drug for acute myocardial infarction (AMI), has been approved by the US FDA and China's NMPA for clinical trials.

AA001 monoclonal antibody: Developed by KLCII, an important shareholding company of Hotgen Biologics, this drug is a monoclonal antibody for the treatment of patients with mild cognitive impairment and mild to moderate AD of Alzheimer's disease (AD), which has been approved by the NMPA in February 2025 and entered phase I clinical trial. As a new generation of AD drug candidates, it may break through the existing technical bottleneck in the field of AD immunotherapy.

In-depth layout of AI + medical care

Hotgen Biotech X-Gen AI New Drug R&D Center has recently disclosed the digital diagnosis layout for the first time. Among them, the C-GALAD model developed based on Chinese patient data can significantly improve the sensitivity and specificity of early liver cancer diagnosis. At present, the technology has passed the registration and inspection of the China Institute for Food and Drug Control (NIFDC), and has carried out clinical cooperation with more than 30 tertiary hospitals across the country. It is expected that in the future, X-Gen AI New Drug Discovery and Design Research Center will also cooperate with many well-known scientific research institutions and universities at home and abroad to share data resources, improve R&D efficiency, and jointly explore the in-depth application of artificial intelligence technology in the field of biomedicine.