Philanthropic Collaboration Completes Accessibility Loop, Key Catalyst for CH BIOTECH SER's BNCT Commercialization

Stock News
Jul 15

The "BNCT Tumor Patient New Life Assistance Program" was officially launched on July 13th at the Shenzhen BGI Spatiotemporal Center. The event brought together key figures including BGI Group CEO Yin Ye, CH BIOTECH SER (08037) Chairman Liu Xiaolin, and Liao Jingle, Deputy Director of the Hainan Boao Lecheng International Medical Tourism Pilot Zone Administration. The program, backed by 5 million yuan in dedicated funds, offers 50 assistance slots with a maximum treatment subsidy of 100,000 yuan per patient, specifically directed towards BNCT treatment at Pengbo (Hainan) Boron Neutron Hospital. This cross-industry collaboration spanning healthcare, technology, and philanthropy not only provides a lifeline for families battling cancer but also represents a crucial piece in completing CH BIOTECH SER's BNCT commercialization ecosystem.

Philanthropy as a Catalyst for Accessibility

BNCT, often hailed as the "crown jewel of radiotherapy," offers a single, approximately 30-minute non-invasive treatment with minimal damage to healthy tissue, making it an optimal solution for recurrent and refractory head and neck cancers, gliomas, and other challenging tumors. However, treatment costs running into hundreds of thousands of yuan have placed it out of reach for many middle- and low-income patients, creating a structural conflict between top-tier efficacy and insufficient accessibility. The new assistance program, built on a "government guidance + corporate support + foundation operation + hospital execution" multi-party aid model, is a key step in addressing this industry pain point. Liu Xiaolin stated, "Through this deep collaboration between Pengbo, BGI Group, and the Mammoth Foundation, we aim to build a closed-loop ecosystem from 'precision screening' to 'precision treatment' and finally to 'economic accessibility.' The tangible figures represent not just a reduction in medical expenses, but a beam of light for families on the brink of despair."

A Multi-Layered Payment System Takes Shape

This cooperation is not an isolated philanthropic marketing effort but a deep implementation of years of industrial synergy between CH BIOTECH SER and BGI. Following the 30 million yuan financing from BGI Songhe in 2024 and the $35 million convertible bond from Mr. Gong Hongjia in 2025, the collaboration has extended from capital alignment to business integration. In early 2026, Pengbo Hospital and BGI Cells formed a strategic partnership to explore combined diagnosis and treatment solutions involving genetic testing, cell therapy, and BNCT. The extension into philanthropic assistance now completes the full-chain integration from front-end cancer screening, mid-stage BNCT treatment, to back-end cost subsidies.

Notably, beyond this philanthropic subsidy, the company had previously launched the BNCT-specific commercial insurance product "Hao Peng You" and collaborated with banks to offer unsecured installment services for patients. As several commercial insurance companies are now deepening cooperation with the hospital to explore including BNCT in coverage, a multi-layered payment system of "insurance + philanthropy + credit" is taking shape. Leveraging his deep understanding and recognition of Boron Neutron Capture Therapy, BGI Group CEO Yin Ye is utilizing his public influence and professional credibility in the life sciences field to continuously advocate for BNCT, creating a powerful promotional synergy of "technology + communication."

Delivering on Both Social Responsibility and Commercial Value

From a corporate management perspective, the philanthropic project offers significant positive empowerment. On one hand, the targeted assistance continuously accumulates real-world clinical cases, providing a solid data foundation for subsequent BNCT equipment and boron drug registration applications domestically, as well as clinical research for new indications. On the other hand, green channels and subsidy policies lower the payment barrier for patients, and when combined with insurance and credit tools, they effectively unlock the vast latent demand from existing head and neck cancer patients.

Pengbo (Hainan) Boron Neutron Hospital is currently the only medical institution in mainland China approved to conduct BNCT clinical treatment. Leveraging Boao Lecheng's "pioneering and piloting" policies, it has completed the full cycle from technology introduction, equipment procurement, hospital construction, to clinical treatment. The entire process from patient admission to treatment completion takes less than two days, representing not just a breakthrough in medical technology but a successful model of China's medical innovation policy and capital collaboration.

This philanthropic assistance plan signifies CH BIOTECH SER's completion of a full-link closed loop encompassing technology, clinical application, payment, and philanthropy, tangibly enhancing patient accessibility to the cutting-edge BNCT therapy. This initiative fulfills the social responsibility of a healthcare enterprise while continuously amplifying its first-mover advantage in the BNCT field. Its ability to integrate resources across institutions and collaborate across the entire value chain also demonstrates the company's strategic execution capabilities within its ESG governance framework. As this frontier anti-cancer technology truly becomes accessible to the general public, the company stands to gain not only renewed hope for patients but also a potential revaluation of its capital market value. As of July 14th, with a market capitalization of less than 7 billion HKD, the company presents significant room for valuation repair when contrasted with its exclusive position and the potential multi-billion-dollar BNCT industry market.

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