Public welfare collaboration opens up a closed loop of inclusiveness, and the commercialization of BNCT for China's biotechnology services (08037) welcomes key catalysts

On July 13, Shenzhen Huada Time and Space Center, Huada Group CEO Ye, Liu Xiaolin, Chairman of the Board of Directors of China Biotechnology Service (08037) (hereinafter referred to as “Chinese Medicine Service”), and Liao Jingle, Deputy Director of the Hainan Boao Lecheng International Medical Tourism Pilot Zone Administration, were on the same stage to jointly launch the “BNCT Cancer Patient Newborn Support Program”.

A special donation of 5 million yuan, 50 aid quotas, and a treatment subsidy of up to 100,000 yuan per person will target BNCT treatment at Pengbo (Hainan) Boron Zhongzi Hospital. This industrial linkage spanning medical care, technology, and public welfare not only supports the lives of struggling cancer families, but is also a key puzzle to make up for the closed loop of commercialization of CNCT by Mesoscience Medical Services.

Public welfare breaking the game: from “accessible technology” to “accessible payment”

Known as the “jewel in the crown of radiotherapy”, BNCT has the unique advantage of non-invasive irradiation for about 30 minutes in a single session and low damage to normal tissue, making it the best solution for recurrent refractory tumors such as head and neck cancer and glioma. However, treatment costs of hundreds of thousands of yuan discouraged a large number of low- and middle-income patients — there has always been a structural contradiction of “top efficacy and insufficient accessibility” in technology implementation.

This support plan establishes a diversified rescue model of “government guidance+enterprise support+foundation operation+hospital execution”, which is a key step in solving the industry's pain points. Liu Xiaolin said, “This time, Peng Bo is working closely with Huada Group and the Mammoth Foundation to build a closed loop ecosystem from 'accurate screening' to 'precise treatment' to 'economic inclusive'. “Behind the real numbers, there is not only a reduction in medical expenses, but also a ray of light for families on the brink of despair.”

Insurance+charity+credit: the formation of a multi-level payment system

This cooperation is not an isolated public service marketing; it is an in-depth implementation of many years of industrial collaboration between Zhongsheng Science Service and Huada University. As early as the introduction of Huada Songhe's 30 million yuan financing in 2024 and Mr. Gong Hongjia's convertible bonds of 35 million US dollars in 2025, the two sides have extended from capital collaboration to business collaboration. At the beginning of 2026, Pengbo Hospital and Huada Cell reached a strategic cooperation to explore joint diagnosis and treatment plans with genetic testing, cell therapy, and BNCT. Now extended to public welfare relief, early screening for front-end cancer, mid-range BNCT treatment, and back-end cost subsidies have opened up the entire chain.

It is worth noting that in addition to this public welfare subsidy, the company has previously introduced BNCT's exclusive commercial insurance “Boron” Friends and Cooperative Bank to carry out unsecured installment services for patients. As many commercial insurance companies are cooperating in depth with hospitals to explore the inclusion of BNCT in the scope of coverage, a “insurance+charity+credit” multi-level payment system is taking shape. Based on a deep understanding and recognition of boron neutron capture therapy, Huada Group CEO Yin Ye used his public influence and professional credibility in the life sciences field to continue to speak out for BNCT and build a strong promotion synergy of “technology+communication”.

Dual implementation of social responsibility and commercial value

From the perspective of enterprise management, public welfare projects have a strong positive enabling effect. On the one hand, special aid continues to accumulate real-world clinical cases, consolidating the data foundation for subsequent domestic registration of BNCT devices, boron drugs, and clinical research on new indications; on the other hand, green channels and subsidy policies lower patients' payment thresholds and combine insurance and credit tools to effectively release the needs of a huge stock of head and neck cancer patients.

Pengbo (Hainan) Boron Zhongzi Hospital is currently the only medical institution approved to carry out BNCT clinical treatment in mainland China. Relying on the Boao Lecheng “try first” policy, it has completed a complete closed loop from technology introduction, equipment procurement, hospital construction to clinical treatment. It took less than two days for BNCT patients to be admitted to the hospital to the end of treatment. This is not only a breakthrough in medical technology, but also a successful example of China's medical innovation policy and capital collaboration.

This public welfare support program marks the completion of a closed loop of technology, clinical, payment, and public welfare for Chinese medicine services, effectively improving the accessibility of patients with BNCT as a cutting-edge treatment. It not only implements the social responsibility of medical companies, but also continues to expand its first-mover advantage in the field of BNCT. Cross-agency resource integration and full-chain collaboration capabilities have also demonstrated the agency's strategic execution under the ESG governance structure.

Modern anti-cancer technology has actually entered the homes of ordinary people. The company has welcomed not only new patients, but also a revaluation of its capital market value. As of July 14, the company's market value was less than HK$700 million. Compared with its monopoly position and the potential market of the 10 billion BNCT industry, there is significant room for valuation repair.