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The first stock of "AI + Innovative Drugs", Yun Ding Xinyao (1952.HK), is exploring a new blue ocean for mRNA tumor therapeutic vaccines, advancing to the clinical stage domestically.
In recent years, AI-enabled Innovative Drugs research and development has become an important trend in the Global Biomedical Industry, particularly in the mRNA vaccine field, where AI has become the core driving force for enhancing research efficiency and precision. Hong Kong stock Innovative Drug company CStone Pharmaceuticals (01952.HK) has emerged strongly, achieving the leap from an "18A Innovative Drug" company to a proprietary technology "AI Technology + Innovative Pharmaceuticals" company with several proprietary technologies. Recently, CStone announced that its independently developed new mRNA personalized tumor therapeutic vaccine EVM16 has completed its first patient administration and has successfully entered the clinical stage.
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The breakthrough in AI pharmaceuticals has altered the valuation logic of Innovative Drugs in the Hong Kong stock market, with both Cloud Top New Drug and Baidu Biotechnology seeing increases of over 10%.
① How can current AI technology break through the "double ten law" of a 10-year research and development cycle and a cost of 1 billion dollars in traditional drug development? ② The P/S of innovative drugs in the Hong Kong stock market is at a historical low, how will AI-enabled pharmaceutical companies reconstruct the valuation logic?
Yun Ding Xinyao announced that the first self-developed new mRNA personalized tumor therapeutic vaccine EVM16 has completed its first patient administration.
• EVM16 successfully completed its first patient dosing at Peking University Cancer Hospital, indicating that Summit Healthcare has a proprietary AI algorithm system for tumor new antigens and a clinically validated mRNA technology platform that has successfully entered the human trial stage. • Preclinical studies show that EVM16 significantly inhibits tumor growth in mouse models while demonstrating good safety. • Preclinical data also confirm the synergistic anti-tumor effect of EVM16 in combination with PD-1 antibody, supporting its use in clinical settings. China Shanghai—March 6, 2025—Summit Healthcare (
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