"Innovation + Internationalization" Advantages Evident, AIM Vaccines (06660) Submits mRNA Shingles Vaccine for US Clinical Trials

2025-02-25 Source:Zhitong Caijing
With multiple favorable policies creating a supportive environment, especially the technology revolution in the pharmaceutical industry sparked by DeepSeek, related stocks have seen sustained surges in popularity.  

On February 23, AIM Vaccines (06660), a domestic leader in mRNA vaccines, announced that its mRNA shingles vaccine has been submitted to the U.S. Food and Drug Administration (FDA) for clinical trial approval, marking a new milestone in its global strategy. On the same day, AIM also announced full integration with the DeepSeek large language model, achieving a strategic upgrade to become an "AI + smart vaccine enterprise".

Sinolink Securities noted that due to already anticipated performance pressures, the pharmaceutical sector is expected to begin an early reversal. "Innovation" and "internationalization" remain key investment themes. As a leading company in China's vaccine industry, AIM Vaccines has sped up the development of its next-gen mRNA vaccines and expanded overseas, thanks to DeepSeek's support. This has made it a very attractive investment target.

GSK's recombinant subunit shingles vaccine, currently sold internationally, is a global flagship product. AIM Vaccines' recent filing for clinical trials of its mRNA shingles vaccine in the U.S. indicates that the product's immunological metrics significantly surpass those of internationally available recombinant subunit vaccines. This demonstrates the maturity and advancement of AIM's mRNA technology platform, positioning it competitively against major Western pharmaceutical firms.

AIM Vaccines stated that upon approval and launch, the product will drive remarkable revenue growth. The mRNA shingles vaccine's advantages in safety and immunogenicity are expected to reshape the market landscape.

Zhitong Caijing APP reports that in the field of mRNA vaccines, AIM Vaccines is among the top developers. The company has multiple mRNA vaccines in its pipeline, including mRNA vaccines for rabies, shingles, RSV, and influenza. In the commercialization phase, AIM has integrated the entire process of mRNA vaccine R&D and production, enabling rapid scaling and commercialization post-clinical trials.

While AIM's extensive product portfolio promises long-term rewards, its proactive global market strategy is also set to expand its growth potential significantly.

Public records show that in 2024, AIM exported multiple products, including rabies and meningococcal vaccines, to countries like Egypt, Tajikistan, Ghana, and Pakistan, and initiated registration processes in Southeast Asia, Africa, South America, and the Middle East. Moving forward, AIM will align its product pipeline with international demand and accelerate overseas sales of its commercialized vaccines.  

Fosun International's research report points out that AIM Vaccines has three core strengths: a comprehensive and continuously updated product portfolio, advanced R&D capabilities and strong production capacity, and extensive distribution networks and global expansion strategy. These will solidify AIM's foundation for long-term, high-quality development. The report projects strong growth for AIM as the sequential launch of a series of high-value products and profitability recovers from 2025. This will likely trigger a revaluation of AIM's market value. Fosun International has initiated coverage of AIM Vaccines with a "Buy" rating and a target price of HKD 11.
 
By integrating the DeepSeek large language model to upgrade to an "AI + Smart Vaccine Enterprise", AIM Vaccines is enhancing innovation, boosting performance, and expanding global influence through product launches. Fosun International Securities has set a target price of HKD 11, and these positive factors are driving AIM Vaccines towards a new phase of value growth.