The advantages of "innovation + going global" are fully demonstrated, AIM VACCINE (06660) applies for clinical trials of mRNA herpes vaccine in the United States.

With multiple favorable policies "continuously blowing warm breezes", especially the technological revolution in the pharmaceutical industry triggered by DeepSeek, the heat of related concept stocks continues to soar. On February 23rd, the domestic mRNA vaccine leading enterprise AIM VACCINE (06660) announced that its mRNA herpes zoster vaccine has recently filed for clinical trials with the Food and Drug Administration (FDA) in the United States, marking a new progress in its global strategy. On the same day, AIM VACCINE announced that it has fully integrated DeepSeek's large model, achieving a strategic upgrade to "AI+ smart vaccine enterprise". Sinolink pointed out that due to the anticipated pressure on performance, the pharmaceutical sector is expected to begin reversing its process ahead of time. "Innovation" + "going global" is still the main investment focus in the future. As a leading enterprise in the Chinese vaccine industry, AIM VACCINE, with the support of DeepSeek, is accelerating the research and development of next-generation mRNA vaccines, and expanding overseas markets, making it a highly attractive investment target. At present, the GSK recombinant subunit herpes zoster vaccine available internationally is a global star product. The mRNA herpes zoster vaccine from AIM VACCINE, which has filed for clinical trials in the United States, has significantly higher immune indicators than the internationally marketed recombinant subunit vaccines, indicating the maturity and leadership of AIM's mRNA technology platform to compete with European and American international pharmaceutical giants. AIM VACCINE stated that once this product is approved for market entry, it will bring substantial revenue growth. The advantages of the mRNA herpes zoster vaccine in safety and immunogenicity are expected to reshape the market landscape. In the field of mRNA vaccines, AIM VACCINE is in the first echelon of research and development. The company has currently deployed multiple mRNA vaccines in its pipeline, such as mRNA rabies vaccines, mRNA herpes zoster vaccines, mRNA RSV vaccines, mRNA influenza vaccines, etc. In the commercial production stage, AIM has established a complete process for the research and development, production, and commercialization of mRNA vaccines. It can rapidly achieve large-scale production of mRNA vaccine products after clinical trials, accelerating the commercialization of products. While the rich product reserves bring long-term returns, an active international strategy will further expand AIM VACCINE's growth space. Public information shows that by 2024, AIM has exported multiple products such as rabies vaccines and meningitis vaccines to countries such as Egypt, Tajikistan, Ghana, and Pakistan, and has begun the registration of products in Southeast Asia, Africa, South America, the Middle East, and other regions. In the future, AIM will follow international market demand to layout the product pipeline and accelerate the overseas listing and sales of commercialized vaccine products. In a research report, FOSUN INTL pointed out that the comprehensive and continuously iterated product portfolio, advanced research and development, strong production capacity, extensive distribution network, and global expansion strategy are the three core advantages that will continue to consolidate the foundation for AIM VACCINE's long-term high-quality development. The institution predicts that with the continuous launch of a series of high-value products and the significant rebound in profitability expected to start in 2025, AIM VACCINE is expected to achieve strong growth and drive a revaluation of its valuation. FOSUN INTL Securities has initiated coverage with a "buy" rating and a target price of 11 Hong Kong dollars. Integrating DeepSeek's large model to start the strategic upgrade of AI+ smart vaccine enterprise, the continuous contribution of innovative strength to performance increment, and the deepening of global influence through product going global, FOSUN INTL Securities has given a target buy price of 11 Hong Kong dollars. Various favorable factors are driving AIM VACCINE to usher in a new round of upward value return.