
$XTALPI(02228.HK) A brief conversation from professionals:
------------
Making drugs is binary; it's either success or failure. The savings on R&D costs are not very valuable to a certain extent. Spending 100 million to find out it's wrong is the same as spending 60 million to find out it's wrong, both mean failure, and saving 40 million is not very valuable. The main issue in drug development is finding good targets. As long as there are good targets, these big companies can make drugs for you, although there may be some differences in quality. JingTai Company still needs to prove itself with examples. In fact, it's quite simple to prove; among many targeted cancer drugs, see if they can design a few me-better drugs. Their robot iteration process is also straightforward; see if the delivery cycle of customer orders shortens after each iteration, and whether the speed of finding benchmark drug molecules improves. There should be clear data to demonstrate these. If they cannot provide it, then it indicates that their iteration route may have issues.
------------
Let me think, recently all the work I've done on 2228 has been preparing for whether to decide to make a "long-term investment." Moreover, this long-term investment is prepared for holding at least 1.5 to 2 million shares. So much of the content may not seem very "sexy."
Thank you for your understanding...
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
