Core Viewpoint - The article highlights the significant advancements of Sanyuan Gene in the biopharmaceutical industry, showcasing its transition from traditional manufacturing to an Industry 4.0 standard smart factory, and emphasizes the importance of capital market support for innovation and growth [1][2][3]. Group 1: Company Development - Sanyuan Gene's new smart factory, built to Industry 4.0 standards, officially commenced production this year, marking a significant leap in its operational capabilities [1]. - The company has progressed through various stages of the capital market, from the New Third Board to the Beijing Stock Exchange, enhancing its governance structure along the way [2]. - The IPO has provided substantial funding for new drug research and development, while also increasing brand recognition and trust among patients and healthcare professionals [2][3]. Group 2: Product Innovation - Sanyuan Gene's core product, the recombinant human interferon α1b series, has seen a sales increase of over 10 times in the first three quarters of this year, attributed to national procurement policies [3]. - The company emphasizes the importance of drug accessibility and adherence, particularly with its easy-to-use spray formulation, which enhances patient compliance [3]. - In the pediatric medication sector, Sanyuan Gene has made significant contributions, especially during viral outbreaks, by providing effective treatments [3]. Group 3: Technological Advancements - The new smart factory is recognized as a key project in Beijing's technological innovation and is expected to be an advanced intelligent factory by 2025 [3][5]. - The digital quality control system implemented in the factory ensures product quality stability and consistency while enhancing production capacity [5]. - All equipment and instruments in the factory are domestically produced, reflecting the company's commitment to local manufacturing [5]. Group 4: Research and Development Focus - Sanyuan Gene plans to allocate 14.52% of its revenue to R&D in the first half of 2025, focusing on two major projects: new PEG-integrated interferon and γδT cell therapy for tumors [6]. - The company aims to achieve clinical cure for chronic hepatitis B through its innovative interferon development [6]. - In oncology, Sanyuan Gene is exploring the application of γδT cells in treating hematological malignancies, particularly in hard-to-treat tumors [6]. Group 5: Future Vision - Sanyuan Gene is committed to making affordable medications accessible to the public, having successfully reduced the price of its interferon from 300 yuan to around 30 yuan [6]. - The company aims to transition from cytokine drugs to cell therapy drugs, continuing its innovation to support the health of the Chinese population [6].

Group 1 - The cell immunotherapy sector experienced a significant rally in the afternoon, with Kaineng Health hitting a 20% limit up, and Jimin Health, Zhongyuan Qihe, and Nanjing Xinbai also previously reaching their limit up [1] - Sanyuan Gene saw an increase of over 10%, while Chengda Pharmaceutical and Sunshine Nuohe also followed the upward trend [1] - A recent research paper published in the journal Nature Biotechnology indicates that low-intensity ultrasound treatment can eliminate neurotoxic debris in the brains of mice induced with hemorrhagic stroke [1]

Core Insights - The first domestically developed gene engineering Class I new drug, human interferon α1b (Yunde Su), is showing unique potential in cancer treatment, emphasizing "Chinese wisdom" in the field [1] Group 1: Event Overview - The "2025 Annual Academic Salon of Academicians and Experts" was held by Sanyuan Gene Pharmaceutical Co., Ltd. in Beijing, focusing on the innovative application of human interferon α1b in treating malignant tumors [1] - The event was guided and funded by the Beijing Association for Science and Technology, gathering top oncology experts from various prestigious institutions [3] Group 2: Strategic Value of Old Drugs - Academician Hou Yunde, known as the "father of Chinese interferon," highlighted that while interferon is an old drug, interferon α1b is a new drug with significant advantages in cancer treatment, including the ability to improve efficacy through higher dosages and expand clinical indications [4] - Continuous innovation by clinical experts and Sanyuan Gene in new formulations and administration methods for interferon has established a high-quality brand in China [4] Group 3: Clinical Data and Research Findings - Experts shared significant research results on the efficacy of interferon α1b in treating melanoma, particularly in the context of its unique characteristics compared to Western treatments [5] - A new high-level randomized controlled clinical research plan was announced, indicating that combination therapy based on human interferon α1b is effective and safe for various types of melanoma [5] Group 4: Expert Consensus and Guidelines - The latest expert consensus on the treatment of melanoma with interferon α1b was presented, confirming its safety and efficacy through numerous cases [6] - The treatment protocol for melanoma using interferon α1b has been officially included in the 2025 edition of the Chinese Anti-Cancer Association (CACA) melanoma guidelines, marking a significant recognition of domestically developed innovative drugs [6] Group 5: Future Directions - A high-level dialogue session was held to explore future research directions and application potential of interferon α1b, showcasing the event as a platform for academic achievements and promoting the value of original research drugs in cancer treatment [7]

Group 1 - The core viewpoint of the articles highlights a significant surge in the innovative drug sector within the A-share market, particularly on October 31, where several stocks, including Shuyat and Sanofi, hit the 20% daily limit increase [1] - The A-share market experienced fluctuations, with the ChiNext index dropping over 2%, and the total trading volume in the Shanghai and Shenzhen markets reaching 2.32 trillion yuan, a decrease of 103.9 billion yuan compared to the previous trading day [1] - The introduction of the "Commercial Insurance Innovative Drug Directory" mechanism during the national medical insurance negotiations is expected to benefit innovative drugs that are highly innovative and clinically valuable but are not yet included in the basic directory [1] Group 2 - According to Guosen Securities, the Chinese innovative drug industry is showing a long-term positive development trend, particularly evident in the explosive growth of BD transactions in recent years [2] - For most domestic innovative drugs, external licensing is often just the starting point for global development, with the progress of partners overseas and subsequent global clinical data readings enhancing the certainty of commercialization in the global market [2] - The long-term logic of investing in innovative drugs is favored, with a focus on stocks that are showing signs of bottom reversal [2]

Core Viewpoint - The innovation drug sector is experiencing significant market activity, driven by supportive government policies aimed at promoting the development of innovative drugs and medical devices in China [1] Group 1: Market Performance - Companies such as Sanofi, Sihuan Pharmaceutical, and Zai Lab have seen stock price increases of 20% or more, indicating strong investor interest in the innovation drug sector [1] - Other companies like Maiwei Biotech and Deyuan Pharmaceutical have also reported stock price increases exceeding 10% [1] Group 2: Policy Support - The "14th Five-Year Plan" suggests support for the development of innovative drugs and medical devices, with a focus on four key areas: R&D support, commercial health insurance innovation drug catalog, optimization of drug pricing mechanisms, and support for the application of innovative drugs and devices [1] - The Chinese government has reiterated its commitment to supporting the innovation drug sector starting in 2025, indicating a long-term strategy for growth [1] Group 3: Industry Challenges and Solutions - According to CITIC Securities, the current bottlenecks in the domestic innovation drug development are primarily in the payment and application sectors [1] - The development of commercial health insurance is deemed essential, with the establishment of a commercial insurance catalog playing a guiding role in market pricing for innovative drugs [1] - Strategies such as DRG/DIP exclusion payment, accelerated hospital promotion, and diversified payment methods are identified as key measures for the domestic development of innovative drugs [1]

Core Insights - The company reported a 49.08% year-on-year increase in R&D expenses for the first three quarters of 2025, focusing on new PEG integrated interferon mutant injection for hepatitis B treatment and γδT cell tumor immunotherapy clinical research [1][2] Group 1: R&D Investments - The primary investment is in the development of new PEG integrated interferon, which is expected to significantly improve the clinical cure rate for chronic hepatitis B through genetic testing [1] - The company has completed a large sample (940 cases) whole genome scan, establishing a seamless clinical research plan for II-III phase trials with clinical cure as the endpoint [1] Group 2: Tumor Immunotherapy - The company has conducted clinical observations on 36 cases of liver cancer, melanoma, and acute myeloid leukemia, demonstrating good safety for allogeneic γδT cells [2] - Acute myeloid leukemia has been identified as the core clinical development direction based on systematic analysis of preliminary clinical data [2] Group 3: Strategic Expansion - The company has strategically extended its recombinant protein technology platform into the field of recombinant human collagen, achieving breakthroughs in molecular structure and expression systems [2] - This new business segment is expected to complement existing serious medical operations while entering the consumer healthcare market [2] Group 4: Long-term Development - Through high-intensity R&D investments, the company is transforming its technological advantages into future market competitiveness, building a solid moat for sustainable long-term development [2] - The company is poised for continuous breakthroughs based on steady progress in its pipeline products and the gradual establishment of new business segments [2]

Core Insights - San Yuan Gene reported a revenue of 163 million yuan for the first three quarters of 2025, with a net cash flow from operating activities of 22.52 million yuan, indicating a strong performance in the biopharmaceutical sector [1][2] - The company is actively promoting innovation in research and development and intelligent manufacturing, aligning with national policies aimed at advancing the biopharmaceutical industry [1][2] Industry Developments - The biopharmaceutical industry is undergoing significant transformation, supported by national policies that encourage digital transformation and integration with new information technologies [1] - The Ministry of Industry and Information Technology and other departments have set a goal for comprehensive digital transformation of pharmaceutical enterprises by 2030, providing a clear direction for industry development [1] Company Initiatives - San Yuan Gene is focusing on building a dynamic digital twin platform for biopharmaceuticals, which integrates multi-source data and algorithmic models to enhance manufacturing flexibility and operational efficiency [1][2] - The company has established a smart ecosystem that covers the entire supply chain, enhancing product quality, production efficiency, and market competitiveness in the context of centralized procurement policies [2] Achievements and Future Plans - The company has made significant progress in its smart factory construction project, achieving key objectives in data integration and innovation-driven manufacturing [2] - San Yuan Gene has received accolades such as "2025 Advanced Intelligent Factory in Beijing" and "2025 Green Lighthouse Factory in Shanghai," reflecting its commitment to intelligent manufacturing [2] - Future plans include further integrating digital twin technology with AI models to create an open collaborative platform for the biopharmaceutical industry, providing innovative solutions for digital transformation [2]

Core Insights - The Chinese gene editing industry is experiencing rapid growth, with a projected market size of approximately 2.741 billion yuan in 2024, representing a year-on-year increase of 33.19% [1][8] - Gene editing technology has broad application prospects in both medical and agricultural fields, including the treatment of genetic diseases and the cultivation of high-yield, disease-resistant crops [1][8] Industry Overview - Gene editing is a technology that allows precise modifications to the genome of organisms, utilizing tools such as CRISPR-Cas systems and specific nucleases [2][6] - The technology has evolved through various methods, including ZFNs, TALENs, and CRISPR, and is widely applied in genetic disease treatment, agricultural breeding, and cancer therapy [2][6] Industry Development History - The Chinese gene editing industry began in the 1970s, with significant milestones including the emergence of transgenic crops in the 1990s and the rise of CRISPR-Cas9 technology in the 2010s [6][7] - The industry entered a period of rapid commercialization starting in 2021, with the first gene editing therapies entering clinical trials and significant advancements in agricultural applications [7] Industry Value Chain - The upstream of the gene editing industry includes tools and patent technologies, raw materials, and laboratory equipment, while the midstream focuses on product development and technical services [8] - The downstream applications span medical, agricultural, and industrial sectors, highlighting the diverse utility of gene editing technologies [8] Market Size - The market size of the Chinese gene editing industry is expected to reach approximately 2.741 billion yuan in 2024, with a growth rate of 33.19% year-on-year [1][9] Key Companies' Performance - Major players in the industry include BGI Genomics, Berry Genomics, and others, focusing on CRISPR-Cas9 therapies for genetic diseases and expanding into cancer and neurological disease treatments [10] - Shanghai BGI has achieved significant breakthroughs in treating β-thalassemia, while Guangzhou Ruifeng has developed gene editing drugs that have shown high efficacy in clinical trials [10][11] Industry Development Trends 1. Continuous technological innovation is driving breakthroughs in precision medicine, with advancements in CRISPR technology and AI integration enhancing editing efficiency and accuracy [12] 2. The application of gene editing is expanding across various fields, including agriculture and industrial applications, with significant improvements in crop yields and production processes [13][14] 3. Strong policy support and capital investment are fostering a robust industry ecosystem, with the Chinese government prioritizing gene editing in its biotechnological development plans [15]

Group 1 - The "Shareholders Are Coming" series of events organized by the Beijing Listed Companies Association aims to protect investor rights and facilitate communication between investors and listed companies [1][4] - The events featured three listed companies in the biopharmaceutical sector: Sanyuan Gene, China Pharmaceutical, and Ganli Pharmaceutical, showcasing their strengths in technological innovation and industry upgrades [2][3] Group 2 - Sanyuan Gene is a leading enterprise in the field of gene engineering drugs, with its main product being human interferon α1b, which is China's first gene engineering drug with independent intellectual property rights [2][5] - China Pharmaceutical has become an important platform for the China General Technology Group, focusing on an integrated development model in the pharmaceutical and medical device sectors, covering the entire industry chain from cultivation to international trade [3][5] - Ganli Pharmaceutical has achieved significant market competitiveness, ranking first in the procurement agreement volume for insulin analogs in 2024, and is actively expanding into the medical device sector [3][5] Group 3 - The series of events provided a platform for investors to engage with company management on key topics such as the development prospects of the biopharmaceutical industry and corporate strategies [4][5] - Company executives shared insights on their operational data, business models, and the challenges faced, emphasizing the importance of transparent communication with investors [5]

2022 年股权激励计划部分股票期权注销完成的公告 北京三元基因药业股份有限公司 证券代码：837344 证券简称：三元基因 公告编号：2025-106 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 北京三元基因药业股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日召开第四届董事会薪酬与考核委员会第二次会议；于 2025 年 9 月 12 日召开第四届董事会第八次会议，审议通过《关于注销 2022 年股权激励计划部分股票期权的议案》。根据《上市公司股权激励管 理办法》《北京证券交易所上市公司持续监管指引第 3 号——股权激 励和员工持股计划》（以下简称"《监管指引第 3 号》"）、《北京 三元基因药业股份有限公司 2022 年股权激励计划（草案）》（以下 简称"《2022 年股权激励计划（草案）》"）相关规定及公司 2022 年第一次临时股东会的授权，公司向中国证券登记结算有限责任公司 北京分公司提交注销部分股票期权的申请，经审核确认，本次注销部 分股票期权事宜已经办理完毕，现将相关情 ...