"20cm" First Board Aidi Pharmaceutical: ACC017 tablets have entered Phase III clinical trials.

Ask AI · How do Phase III clinical trials of ACC017 tablets challenge the monopoly of international pharmaceutical companies?

An investor asked Aidi Pharmaceutical (688488.SH): When will the company issue additional shares? What will future performance look like? Who are the main overseas competitors? Thank you.

On April 1, the company responded that the relevant matters concerning the issuance of shares to specific targets are being advanced in an orderly manner in accordance with market conditions and regulatory requirements, and that any specific progress will strictly comply with information disclosure obligations under laws and regulations. Regarding future performance, the company will continue to focus on a dual-driven strategy of innovative anti-HIV drugs and human-derived proteins. In 2025, the company’s total sales revenue from new HIV drugs will be approximately 284.3844 million yuan, a year-on-year increase of 89.72%, and the commercialization progress is showing a positive momentum; at the same time, by acquiring minority shareholders’ equity in Nanda Pharmaceutical, the company will further integrate resources along the human protein industry chain. Nanda Pharmaceutical’s standalone operating revenue will be 30,338.39 million yuan, and its net profit will be 6,070.09 million yuan. The synergy effects will gradually emerge, helping the company’s overall operating performance develop favorably. In terms of overseas markets, the global anti-HIV drug market is dominated by internationally renowned pharmaceutical companies, and the main competitors include Gilead and GlaxoSmithKline (GSK), whose integrase inhibitor products hold a leading position in the market.

The company is actively expanding its international layout. Its self-developed ACC017 tablet, which is the domestic new integrase inhibitor with the fastest progress, has entered Phase III clinical trials. Its triple combination formulation ADC118 was also approved for clinical trials in October 2025. Currently, the company has begun communication with the U.S. FDA and relevant partners, and plans to advance overseas clinical trials by conducting international multi-center clinical studies. The core is to complete overseas NDA submissions mainly targeting the United States and strive for approval and listing, gradually achieving overseas market penetration and share expansion, thereby supporting the implementation of the company’s internationalization strategy and making substantive breakthroughs in overseas business. The company will continue to deepen the commercialization operations of its core products, optimize resource allocation, and work to improve operating performance, creating long-term value for investors.