共信醫藥科技控股股份有限公司 (Gongwin Biopharm Holdings Co., Ltd.) 2025Q2 法說會簡報

Company Overview

Basic Information

• Company Name: 共信醫藥科技控股股份有限公司 (Gongwin Biopharm Co., Ltd.)
• Paid-in Capital: 新台幣 12.7億元 (NTD 1.27 billion)
• Main Product: 甲苯磺醯胺注射液 (PTS) (p-Toluenesulfonamide Injection (PTS))
  • Drug Names:
    • 普羅先安 (人用) (Proscian (Human Use))
    • 思沛康 (犬用) (Sepicon (Canine Use))
  • Chemical Information:
    • Tolsulfamide
    • CAS Number: 70-55-3
    • Linear Formula: CH3C6H4SO2NH2
    • Molecular Weight: 171.22
• Product Manufacturing Location: 台灣 (Taiwan), 中國-天津 (China - Tianjin)
• Application Technology Platform: 微創靶向腫瘤消融 (Minimally Invasive Targeted Tumor Ablation)
• Main Indications: 肺癌-中央氣道阻塞 (Lung Cancer - Central Airway Obstruction), 犬科-黑色素瘤 (Canine - Melanoma)

R&D Center

• Location: 新北市五股產業園區 (Wugu Industrial Park, New Taipei City)
• Capabilities:
  • Independent R&D capability from 0 to 100 development
  • Chemical Process Development Center
  • Animal Center for various tumor models
  • BSL1 Cell and Biochemistry & Molecular Biology Laboratories

Organizational Structure

• Gongwin-KY Structure
  • 台灣股東 (Taiwan Shareholders) -> 共信-KY (Cayman)
  • Branches:
    • 共信醫藥 (台灣) 營運總部
    • PTS USA
    • PTS ASIA (香港)

Company History

• 2000: Laboratory discovered PTS has anti-cancer effects.
• 2011: Established Gongwin Biopharm Holdings in Taiwan.
• 2014: Obtained US orphan drug designation for adenoid cystic carcinoma.
• 2016: Applied for China lung cancer drug license.
• 2020: Obtained marketing approval in mainland China.
• 2024: Listed on OTC market and applied for canine melanoma drug license.

Important Medical Advisory Group

• USA: Michael G. Simoff, MD
• Taiwan: 郭順文 (Kuo Shun-Wen)
• China: 鍾南山 (Zhong Nanshan)
• Malaysia: Dr. Jamalul Azizi

Financial Highlights

(No specific financial highlights were provided in the extracted content)

Business Segments

• Main Business Areas:
  • Minimally Invasive Targeted Tumor Ablation
  • Veterinary Products

Products & Technologies

PTS Product Overview

• Mechanism of Action:
  • Disrupts lipid raft stability and induces cancer cell apoptosis.
  • Inhibits cancer cell CA9 and regulates tumor microenvironment.

Product Advantages

• Safety: Selective toxicity towards cancer cells.
• Efficacy: Induces tumor necrosis/apoptosis rapidly post-injection.
• Broad Efficacy: Effective for various solid tumors.

Products Developed and Under Development

Summary of Unique Advantages of PTS Products

• PTS500 for MPE: Reduces pneumothorax risk and maintains quality of life.
• PTS202 for H&N: Preserves more functional tissue during surgery.
• GWA103 for Canine Melanoma: Low equipment requirements and easy administration.

Clients & Markets

Market Analysis

• China Market: Over 200 hospitals, no major fatalities.
• Ex-China Markets: Signed contracts in Taiwan and Malaysia, preparing to develop markets in Hong Kong and Southeast Asia.

ESG / Sustainability

(No specific ESG or sustainability initiatives were provided in the extracted content)

Outlook & Strategy

Future One-Year Outlook Plan

• Grow PTS302 and GWA103 markets in China and Southeast Asia.
• Expand into European and North African markets.
• Establish U.S. subsidiary and prepare for PTS02 and PTS500 clinical developments.

Additional Data

Recent Major News

• Participation in the 2025 APCB Asia Pacific Respiratory Intervention Congress.

Contact Information

• Company: 共信醫藥科技控股股份有限公司 (Gongwin Biopharm Holdings Co., Ltd.)
• Address: 台北市中山區建國北路一段80號3樓 (3F, No. 80, Sec. 1, Jianguo N. Rd., Zhongshan Dist., Taipei City)
• Website: www.gongwinbiopharm.com
• TEL: +886 2 2503-5282
• FAX: +886 2 2503-5281