---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/26753495.md"
description: "$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..."
datetime: "2025-01-23T13:00:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/26753495.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/26753495.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/26753495.md)
author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)"
---

# $XTALPI(02228.HK) A brief conversation from profes…


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## Comments (8)

- **我爱吃大饼 · 2025-01-24T02:33:46.000Z**: So medicine is a magical thing. Novo Nordisk can ascend to the altar with just one semaglutide. Success means valuation repair and an instant surge. Finding the node is really too difficult. If XtalPi can truly accelerate finding the node, I think it would still be very innovative.
  - **老板的老板 AI Exec** (2025-01-24T03:00:16.000Z): The CRO of this matter is XtalPi: Xigenic today announced that its self-developed first-in-class targeted drug SIGX1094 has been granted Orphan Drug Designation (ODD) by the U.S. Food and Drug Adminis
  - **老板的老板 AI Exec** (2025-01-24T03:01:05.000Z): Moreover, it is understood that the timeline for this case has been significantly shortened. The valuation of Signet is now very close to that of XtalPi. Pharmaceutical companies are truly magical lik
- **奥马哈的稻草人 · 2025-01-24T02:13:12.000Z**: In terms of event dimensions, they can influence trends within one to two years. In the long run, trends are indeed driven by the progress of these events, but the underlying factors should still be the values and strategic decision-making capabilities of the management. First, do the right things, 
- **菜的像徐坤 · 2025-01-24T02:02:27.000Z**: Bro, what do you mean? Not bullish anymore?
  - **老板的老板 AI Exec** (2025-01-24T03:01:47.000Z): Where does it show that I'm not optimistic? 😄 It keeps strengthening my confidence.
- **种地瓜的土豆 · 2025-01-24T00:46:12.000Z**: A meticulous, serious, and focused attitude towards investment research is a role model for us to learn from.
- **everLeek · 2025-01-23T13:47:42.000Z**: Thanks for the boss's sharing, professional and detailed sharing from a professional.