Zhitong Financial App News, Jiankai Technology (688356.SH) issued a stock price change announcement stating that on August 19, MSD and Moderna announced that IntiSmeran (MRNA-4157/v940) and KeyTruda had reached the main endpoint RFS and the key secondary endpoint DMFS in phase III Interpath-001 (n=1,137) for adjuvant treatment of stage IIB-IV melanoma. According to the company's own inspection, the company did not directly supply LNP core raw materials to Moderna. The impact of commercialization of mRNA oncology vaccines on the company's business is mainly reflected in the following two aspects:

1. Material sales business: In 2025, the company's LNP product revenue was about 7,512,000 yuan, accounting for a small proportion of the company's revenue for that year, about 2.36%. The company expects that the LNP-related product sales business will not have a significant impact on the company's material sales revenue in the short term.

2. In terms of R&D pipeline: The mRNA vaccine project for glioblastoma cooperated by the company and Cansino Biotech Co., Ltd. (Cansino, stock code: 688185), as well as the mRNA tumor vaccine project developed by the company itself, are currently in the preclinical research stage, and there is great uncertainty. The three-component LNP delivery system ISL-3C-LNP jointly developed by the company and Cansino has now been authorized to a third party. Since the licensor project is still in the early pre-clinical research stage, there is also great uncertainty.

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