From a "cold edge" technology to large-scale commercial application, a new chapter of medicine belonging to mRNA therapy has opened. In the post-epidemic era, the mRNA technology platform, which has become famous due to COVID-19 vaccines, is showing more and more possibilities for drug development.

Amy Vaccine had submitted a pre-application for clinical trials of respiratory syncytial virus (RSV) mRNA vaccine and shingles mRNA vaccine to the Center for Drug Evaluation, NMPA. Amy Vaccine stated that this is a new innovative progress the company has achieved after the development of rabies mRNA vaccine.

On March 28, Amy Vaccine released its 2023 performance report. In terms of performance, affected by significant changes in the COVID-19 pandemic, the company, in combination with R&D progress, market environment changes, and sales forecasts, and other comprehensive factors, made impairment provisions for intangible assets and goodwill formed by the acquisition of its subsidiary Zhuhai lifanda Biotechnology Co., Ltd, as well as the continuous progress of the company's various R&D pipelines, leading to an increase in R&D expenses in 2023. The above reasons resulted in performance losses. However, in the view of analysts, this does not mean a bearish signal. Amy sheds its burden and starts lightly, and with the subsequent launch of several blockbuster new products, it is expected to usher in a significant increase in performance.

Amy Vaccine (06660.HK) released its 2023 performance on March 28. In 2023, the company's R&D expenses exceeded 636 million yuan, a year-on-year increase of 27.2%. The accumulation in the early stage is gradually reaping rewards. In 2024, it is a "big year" for Amy Vaccine's product application, with an expected 3 blockbuster vaccines applying for market launch and 7 vaccines applying for clinical trials; Amy Vaccine has completed the iterative upgrade product layout of several major series of vaccines such as pneumonia and rabies, and all pipelines are fully promoting rapid progress; supported by the mRNA technology platform proven for safety and efficacy, Amy Vaccine has developed global blockbuster single-item vaccines such as rabies, RSV, and shingles vaccines, etc.

Vaccine leader Amy Vaccine today submitted its 2023 performance report card. By the end of 2023, it had obtained 14 clinical permits and carried out 21 clinical trials, with 5 in the final stage of Phase III clinical trials. The 13-valent pneumococcal conjugate vaccine, serum-free iterative rabies vaccine, and 23-valent pneumococcal polysaccharide vaccine, three blockbuster iterative upgrade products, are expected to apply for market launch within 2024, and another 7 blockbuster iterative upgrade vaccines will apply for clinical trials this year.

Domestic vaccine leader company Amy Vaccine today released the 2023 performance announcement and several blockbuster vaccine R&D progress announcements. According to the announcement, the company continues to maintain rapid growth in R&D investment, with R&D expenses exceeding 636 million yuan in 2023, a year-on-year increase of 27.2%. With the application for market launch of 3 blockbuster vaccines this year and the application for clinical trials of 7 vaccines this year, Amy Vaccine's blockbuster single-item vaccines are ushering in a harvest period. At the same time, the company's quadrivalent MDCK cell influenza vaccine has submitted a pre-application for clinical trials, and currently, all influenza vaccines launched in the country are produced based on chicken embryo technology, and there are no influenza vaccines approved for market launch based on cell substrates.