Group 1: Company Developments - Yuan Da Pharmaceutical (00512.HK) announced that its partner, Taisun Pharmaceutical, successfully completed Phase II and III clinical trials for APP13007, a hormone nano-suspension eye drop, which showed significant efficacy in treating postoperative inflammation and pain [1] - Junshi Biosciences (688180.SH) reported that its PARP inhibitor, senaparib, achieved the primary endpoint in a Phase III clinical trial for advanced ovarian cancer, and plans to submit a new drug application soon [4] - Zhongyuan Jianye (09982.HK) successfully held a signing ceremony for 21 projects in Henan, with a total contracted construction area of approximately 1.9515 million square meters [5] Group 2: Sales and Financial Performance - Qiu Tai Technology (01478.HK) disclosed that it sold 37.928 million camera modules in March 2023, a month-on-month increase of 41.8%, but a year-on-year decrease of 2% [2] - China Resources Land (01109.HK) reported a total contract sales amount of approximately RMB 38.8 billion in March 2023, representing a year-on-year increase of 85.7% [3] - Far East Horizon (02163.HK) achieved a revenue of HKD 36.97 million in the first quarter, reflecting a year-on-year growth of 9.41% [7] Group 3: Market and Operational Data - China Metallurgical Group (01618.HK) signed new contracts worth RMB 325.81 billion from January to March 2023, marking a year-on-year increase of 2.1% [8] - Longyuan Power (00916.HK) completed a total power generation of 19.6033 million MWh in the first quarter, a year-on-year increase of 7.61% [8] - MONGOL MINING (00975.HK) sold 1.6 million tons of washed coking coal products in the first quarter, a year-on-year increase of 343% [8]

截至2025年5月15日 10:15，恒生医疗保健指数(HSHCI)上涨0.11%，成分股远大医药(00512)上涨6.15%，诺诚健华(09969)上涨4.36%，巨子生物(02367)上涨 3.75%，药师帮(09885)上涨2.38%，健康之路(02587)上涨1.83%。恒生医疗ETF(513060)上涨0.21%， 冲击3连涨。最新价报0.48元。流动性方面，恒生医疗 ETF盘中换手2.77%，成交2.74亿元。拉长时间看，截至5月14日，恒生医疗ETF近1月日均成交12.54亿元，排名可比基金第一。 2025年5月12日，商务部公布了中美日内瓦经贸会谈联合声明。声明指出：中美双方近期会将4月2日相关的34%关税分为24%（暂缓90天）和10%，中国还将 暂停或取消自2025年4月2日起针对美国的非关税反制措施。中美双方未来还会建立机制，继续就经贸关系进行协商。 湘财证券指出，中美关税的缓和有利于国内医疗器械降低生产成本，扩大海外市场份额。而对于CXO，政策边际缓和有望迎来估值修复。我们看好医疗服 务行业，建议关注出口产业链。 恒生医疗ETF紧密跟踪恒生医疗保健指数，恒生医疗保健指数提供一项市场参考 ...

Group 1 - The company is advancing its innovative radiopharmaceuticals, including GPN02006 for diagnosing hepatocellular carcinoma (HCC), with results from clinical research expected to be presented at the 2025 SNMMI annual meeting [1] - GPN02006 is a targeted diagnostic radiopharmaceutical based on radiolabeled antibody technology, aiming to provide a new and more precise molecular imaging solution for HCC diagnosis [1] - The company has also made progress with TLX591 and TLX591-CDx, with TLX591 being a therapeutic radiopharmaceutical that has received acceptance for international multi-center Phase III clinical application [2] Group 2 - The company's nuclear medicine segment has entered a growth phase, achieving revenue of HKD 589 million in 2024, a significant increase of 177% year-on-year [3] - The core product, Yttrium-90 microsphere injection, has become a key driver of revenue growth, contributing HKD 500 million, with a year-on-year increase of over 140% [3] - The company has established a comprehensive industrial layout covering research, production, sales, and regulatory qualifications, with a global R&D and production base for radiopharmaceuticals in Chengdu [3]

Core Viewpoint - The company has made significant advancements in the field of nuclear medicine for cancer diagnosis and treatment, leading to a surge in its stock price and a historical high. Notably, a prominent investment bank has raised the company's target price multiple times this year, reflecting confidence in its innovative capabilities in nuclear medicine [1][2]. Group 1: Company Developments - The company announced promising results from its clinical research on GPN02006, a novel radioactive drug conjugate (RDC) for diagnosing hepatocellular carcinoma (HCC), which will be presented at the SNMMI annual meeting in 2025 [1][2]. - GPN02006 is based on innovative radioactive nuclide-antibody conjugation technology and has shown excellent safety and imaging efficacy, with no reported adverse reactions and high-quality imaging achieved within 30 minutes post-administration [2][5]. - The company has a robust pipeline with 15 innovative products in the nuclear medicine sector, covering various cancers and offering integrated diagnostic and therapeutic solutions [10][12]. Group 2: Market Potential - The global liver cancer diagnostic market is projected to grow at a compound annual growth rate (CAGR) of 6.53%, increasing from $1.8 billion in 2024 to $2.98 billion by 2032 [3]. - The company’s innovative products, including TLX591 and TLX591-CDx, are positioned to capture significant market share in the growing prostate cancer treatment market, which is expected to expand due to an increasing patient population [9][12]. Group 3: Strategic Positioning - The company has established a comprehensive industrial chain encompassing research, production, sales, and regulatory qualifications, with a focus on becoming a global leader in innovative nuclear medicine [13][14]. - The new nuclear medicine base in Chengdu is set to enhance the company's global pipeline and facilitate the development of high-value nuclear drug products, marking a new phase in its global expansion [14].

Core Viewpoint - CICC maintains the EPS forecast for Grand Pharmaceutical (00512) at HKD 0.6 for 2025 and HKD 0.63 for 2026, with a target price increase of 20% to HKD 9.6, indicating a potential upside of 15.4% from the current stock price [1] Company Status - On May 12, the company announced the completion of patient enrollment for the Phase III clinical study of the innovative radiolabeled drug conjugate (RDC) TLX591-CDx in China, with plans to submit a new drug application within the year [2] - On May 7, the company reported that the application for the innovative RDC product TLX591 to join an international multicenter Phase III clinical trial has been accepted by the National Medical Products Administration [2] Product Commercialization - The diagnostic radiopharmaceutical TLX591-CDx has been commercially validated overseas and is set to advance its domestic market application; it is used for prostate cancer diagnosis and screening patients eligible for PSMA-targeted RDC treatment [3] - TLX591-CDx has been approved in multiple countries, including the U.S. in December 2021, with projected global sales of approximately USD 517 million in 2024 and first-quarter 2025 sales reaching USD 151 million, reflecting a year-on-year increase of 35% [3] Clinical Trial Progress - TLX591 (177Lu-HuJ591) is an innovative monoclonal antibody product designed for treating metastatic castration-resistant prostate cancer (mCRPC) patients; it features a convenient dual-dose regimen with a 14-day interval [4] - The company aims to efficiently shorten the development cycle of therapeutic radiopharmaceuticals by joining the international multicenter Phase III clinical trial, following promising Phase II clinical data [4] Strategic Partnerships - In November 2020, the company announced a collaboration with Australian radiopharmaceutical company Telix, securing exclusive development and commercialization rights for a series of RDC drugs in several regions, with the first integrated diagnostic-therapeutic RDC pipeline nearing fruition [5] - The company is solidifying its leading position in the innovative nuclear medicine field [5]

Core Viewpoint - The recent advancements in innovative drug development by Yuan Da Pharmaceutical have significantly boosted its stock price, reflecting the growing importance of innovative drugs in the market [1][4]. Group 1: Company Developments - Yuan Da Pharmaceutical announced the completion of patient enrollment for its innovative radiopharmaceutical TLX591-CDx, with plans to submit a new drug application in China this year [1][2]. - The company is one of only four globally to commercialize innovative nuclear drugs, with TLX591-CDx targeting metastatic and recurrent prostate cancer [2]. - The drug has shown promising results in a Phase III clinical study involving over 100 patients, assessing its diagnostic efficacy and safety in the Chinese population [2][3]. - Yuan Da has a robust pipeline with 15 innovative products in the development phase, focusing on various cancers, including liver, prostate, kidney, and brain cancers [3]. Group 2: Market Performance - Following the announcements, Yuan Da's stock price surged to a historical high of 8.95 HKD per share, marking a cumulative increase of 38.4% from May 7 to May 13 [1][4]. - The overall pharmaceutical sector, particularly innovative drugs, is experiencing a resurgence, with the Hong Kong innovative drug index showing a cumulative increase of 22.67% this year [4]. - The company's core product, Yttrium-90 microsphere injection, has become a key revenue driver, contributing nearly 500 million HKD in revenue for 2024, with a year-on-year growth rate exceeding 140% [3].

Core Viewpoint - The recent advancements in innovative drug development by YuanDa Pharmaceutical have significantly boosted its stock price and market capitalization, highlighting its leadership in the nuclear medicine sector and the potential for future growth in prostate cancer treatment and sepsis therapy [1][13]. Group 1: Stock Performance and Market Capitalization - YuanDa Pharmaceutical's stock price reached a historical high of 8.95 HKD, marking a 20% increase in a single trading session, with a market capitalization surpassing 30 billion HKD [1]. - The stock has risen over 110% from its year-to-date low, reflecting strong investor confidence in the company's innovative pipeline [1]. Group 2: Innovative Drug Developments - The company announced the completion of patient enrollment for its global innovative radioactive drug TLX591-CDx, aimed at diagnosing prostate cancer, with plans to submit a new drug application in China within the year [1][5]. - TLX591-CDx has shown promising sales potential, with expected revenues of approximately 517 million USD in 2024 and a 35% year-on-year increase in sales to 151 million USD in the first quarter [5]. - The successful completion of a Phase II clinical trial for STC3141, a drug for treating sepsis, demonstrates its effectiveness and safety, marking a significant breakthrough in critical care treatment [13][15]. Group 3: Clinical Trials and Regulatory Approvals - TLX591-CDx is part of a Phase III clinical study involving over 100 patients, assessing its diagnostic efficacy and safety in the Chinese population [5][10]. - The application for TLX591 to join an international multi-center Phase III clinical trial has been accepted by the National Medical Products Administration, indicating regulatory progress [6][10]. Group 4: Strategic Positioning in Nuclear Medicine - YuanDa Pharmaceutical has a robust pipeline with 15 innovative products in nuclear medicine, covering various cancers and integrating diagnostic and therapeutic capabilities [7][11]. - The company is recognized as a leader in the nuclear medicine sector, with a comprehensive industrial layout that includes research, production, and sales [11][12]. Group 5: Future Outlook and Market Potential - The global market for sepsis treatment drugs is projected to grow from 12.54 billion USD in 2024 to 19.37 billion USD by 2032, indicating significant commercial opportunities for YuanDa's innovative therapies [14][15]. - The establishment of a global research and production base in Chengdu aims to enhance the company's capabilities in nuclear medicine and solidify its leading position in the industry [12].

Core Viewpoint - The company has made significant progress in the development of its innovative radiopharmaceutical TLX591-CDx for diagnosing prostate cancer, with plans to submit a new drug application in China within the year [1][4]. Group 1: Product Development and Clinical Trials - TLX591-CDx is a targeted diagnostic radiopharmaceutical that specifically binds to PSMA, which is highly expressed in prostate cancer, and has several advantageous characteristics [2]. - The Phase III clinical trial in China has successfully completed patient enrollment, which is expected to accelerate the product's market entry in China [4]. - The product has received regulatory approvals in multiple countries, including Australia, the United States, and Canada, with significant sales growth reported [3]. Group 2: Market Position and Pipeline - The company has a robust pipeline with 15 innovative products in the nuclear medicine oncology sector, covering various cancers and offering both diagnostic and therapeutic options [5]. - The company is recognized for having the largest reserve of RDC innovative drugs in Phase III clinical research in China, positioning itself as a leader in the nuclear medicine oncology field [5]. Group 3: Research and Development Infrastructure - The company has established a comprehensive nuclear medicine oncology platform, including R&D, production, and regulatory capabilities, supported by international collaborations [6]. - The establishment of the Faraday Medical-Shandong University Radiopharmaceutical Research Institute marks a significant step in building an early-stage R&D platform for radiopharmaceuticals [6].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內 容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Grand Pharmaceutical Group Limited 該產品在全球範圍內的註冊上市工作正順利推進。TLX591-CDx 於二零二一年十一月在 澳大利亞獲批上市，同年十二月在美國獲批上市；於二零二二年十月在加拿大獲批上市； 於二零二三年三月在美國批准擴展適應症，用於篩選可接受 PSMA 靶向放射性核素治 療的前列腺癌患者，並於二零二四年十月在澳大利亞、加拿大相繼批准擴展該適應症； 通過非集中審評程序，於二零二五年一月推薦在歐洲經濟區國家上市，同年二月在英國 獲批上市，並通過互認程序，相繼在丹麥、挪威、馬爾他、盧森堡、荷蘭、瑞典、法國、 芬蘭、愛爾蘭、捷克獲批上市；並於同年三月獲得巴西批准上市。該產品已在二零二四 年實現銷售額 7.83 億澳元（5.17 億美元）；二零二五年第一季度銷售額為 1.51 億美元， 同比增長約 35%。 該產品海外臨床研究方面，TLX591-CDx 於二零二二年二 ...

智通财经APP获悉，截止5月12日收盘，有71只股票创52周新高，其中中国投融资(01226)、晋安实业 (02292)、鸿福堂(01446)创高率位于前3位，分别为122.22%、44.44%、40.30%。 52周新高排行 | 股票名称 | 收盘价 | 最高价 | 创高率 | | --- | --- | --- | --- | | 中国投融资(01226) | 1.310 | 4.000 | 122.22% | | 晋安实业(02292) | 0.850 | 1.300 | 44.44% | | 鸿福堂(01446) | 0.470 | 0.470 | 40.30% | | 高雅光学(00907) | 0.310 | 0.335 | 17.54% | | 远大医药(00512) | 8.320 | 8.950 | 16.54% | | 环球信贷集团(01669) | 0.670 | 0.710 | 10.94% | | ＸＬ二南特斯－Ｕ | 14.320 | 14.380 | 10.62% | | (09766) | | | | | 冠轈控股(01872) | 3.430 | 3.620 | 9.37% ...