12月18日，受美股科技股集体下挫影响，港股今日维持低位震荡走势，截止收盘，恒生指数涨0.12%报 25498.13点，恒生科技指数跌0.73%报5418.29点，国企指数跌0.02%报8841.51点，红筹指数跌0.26%报 4049.62点。 盘面上，大型科技股走势分化，阿里巴巴跌1.3%，京东集团跌0.09%，小米集团跌2.47%，网易涨 0.67%，美团涨0.1%，快手涨0.23%，哔哩哔哩涨0.26%；航空股延续涨势，东方航空涨超7%；煤炭股 午后走强，汇力资源涨超9%；锂电池股跌幅居前，宁德时代跌超3%；新消费概念股走弱，名创优品跌 超3%；其他股票中，舜宇光学科技跌超1%；曹操出行跌超12%，恒大物业跌超9%，中国中免跌超 5%；上海复旦涨超7%，招金矿业涨超6%。 企业新闻 远大医药(00512.HK)：自主研发的重磅全球创新放射性核素偶联药物 GPN01530 在美国获批开展临床研 究。 和谐汽车(03836.HK)：附属iCar Group Limited可能通过引入新投资者开展进一步股权融资，涉资4000万 美元。 中国中车(01766.HK)：集团及下属企业近三个月合计签订约533.1 ...

Core Viewpoint - Recently, the company announced that its self-developed global innovative radiolabeled drug conjugate (RDC) GPN01530 has received formal approval from the U.S. Food and Drug Administration (FDA) to initiate Phase I/II clinical studies for the diagnosis of solid tumors, marking a significant step in the company's global layout in the field of nuclear medicine for tumor diagnosis and treatment [1] Group 1 - GPN01530 is the first RDC product developed by the company to receive FDA approval for clinical research, which provides an important paradigm for the international development of the company's nuclear medicine product pipeline [1] - The successful approval of the clinical study for GPN01530 represents a significant milestone in the company's global research and registration process for nuclear medicine in tumor diagnosis and treatment [1] - This achievement reflects the company's comprehensive strength in building advanced nuclear medicine technology platforms, as well as in international clinical development and registration applications [1]

Core Viewpoint - The approval of GPN01530 by the FDA marks a significant step for the company in the global development of radiopharmaceuticals for cancer diagnosis and treatment [1] Group 1: Product Development and Approval - The company announced that its self-developed radiopharmaceutical GPN01530 has received FDA approval to conduct Phase I/II clinical trials for diagnosing solid tumors [1] - GPN01530 targets fibroblast activation protein (FAP) and is the first self-developed RDC product of the company to gain FDA approval for clinical research [1] - The successful approval of GPN01530 is seen as a crucial milestone in the company's international development and registration of radiopharmaceuticals [1] Group 2: Product Pipeline and Future Plans - The company has established a comprehensive layout in the radiopharmaceutical sector, covering research, production, distribution, and sales [2] - Currently, the company has 16 innovative products in the research and registration phase, targeting seven types of cancer, including liver cancer, prostate cancer, and brain cancer [2] - The company plans to continue strengthening its research and development in the radiopharmaceutical sector, aiming to enrich its product pipeline and form a cluster of anti-tumor diagnostic and therapeutic products centered around Yttrium-90 microsphere injection [2]

NO.1 献血年龄拟延长至65周岁献血法修订草案公开征求意见 12月17日，国家卫生健康委发布公告，就献血法（修订草案征求意见稿）面向社会公开征求意见。献血 者年龄从提倡18周岁至55周岁，修订为提倡18周岁至65周岁的公民在符合健康要求的情况下自愿献血。 血站对献血者每次采集全血不得超过400毫升，两次采集全血间隔期从不少于6个月修订为不少于90天。 点评：新的献血草案提高了献血年龄的上限，并且缩短了全血捐献的间隔，有助于改善我国血液供应的 稳定性。 NO.2 同仁堂：未直接或间接持有南极磷虾油相关报道中提及的四川健康药业任何股权及投资权益 NO.3 亚虹医药：APL-2401临床试验申请获得国家药品监督管理局批准 12月17日，亚虹医药公告称，公司近日收到国家药品监督管理局签发的《药物临床试验批准通知书》， 公司APL-2401在FGFR2/3驱动的晚期实体瘤患者中开展I期临床试验申请获得批准。该款药物为全球同 步研发的1类创新药，审评审批环节仅22个工作日就获得批准，成为全国首批获得此项新政审批通过的 项目之一。 点评：亚虹医药APL-2401的临床试验通过"30日通道"加速落地，体现出政策对创新药的支 ...

Core Viewpoint - The approval of GPN01530 by the FDA marks a significant milestone for the company in its "Go Global" strategy, enhancing its international clinical development capabilities and showcasing its strength in advanced nuclear medicine technology [1] Group 1: Product Development - GPN01530 is the company's first self-developed radiopharmaceutical product to receive FDA approval for clinical research, indicating a strong potential for international market entry [1] - The product targets FAP, a key marker in tumor-associated fibroblasts, which is highly expressed in 90% of epithelial tumors, offering a new specific target for cancer diagnosis and treatment [2] - GPN01530 has shown superior tumor targeting and pharmacokinetic properties compared to other FAP ligands, enhancing its potential effectiveness in clinical applications [2][3] Group 2: Clinical Research and Efficacy - Initial human studies indicate that GPN01530 has good safety profiles, rapid background clearance, and strong lesion uptake, outperforming traditional imaging agents like 18F-FDG in diagnostic accuracy [3] - The product is expected to overcome current technical bottlenecks in FAP-targeted radiopharmaceuticals, potentially providing a new diagnostic solution for a wide range of solid tumors [3] Group 3: Market Potential - The global cancer drug market is projected to grow from $150.3 billion in 2020 to $253.3 billion by 2024, with a compound annual growth rate (CAGR) of 13.9%, and is expected to reach $452.5 billion by 2030 [3] - With approximately 20 million new cancer cases and 9.7 million deaths reported in 2022, the market for cancer diagnostics and therapeutics presents significant opportunities for growth [3] Group 4: Future Outlook - If GPN01530's development proceeds successfully, it could reshape the landscape of solid tumor diagnosis and treatment, providing new hope for patients globally [4] - The company plans to leverage GPN01530 as a foundation for advancing more self-developed innovative products in international clinical research and registration, enhancing its global competitiveness in the nuclear medicine field [4]

Core Viewpoint - The company, Far East Pharmaceutical, has received formal approval from the U.S. FDA to initiate Phase I/II clinical trials for its self-developed global innovative FAP-targeted radiopharmaceutical conjugate (RDC) GPN01530 for the diagnosis of solid tumors, marking its first FDA-approved self-researched RDC product [1] Group 1 - The FDA approval is a significant milestone for the company, indicating progress in its research and development efforts [1] - GPN01530 is specifically designed for the diagnosis of solid tumors, highlighting the company's focus on oncology [1] - This approval may enhance the company's position in the competitive pharmaceutical market, particularly in the field of radiopharmaceuticals [1]

Core Viewpoint - The approval of GPN01530 by the FDA marks a significant milestone for the company, showcasing its capabilities in nuclear medicine and international clinical development [2][5] Group 1: Product Development - GPN01530 is the company's first self-developed radiopharmaceutical to receive FDA approval for clinical research, specifically for diagnosing solid tumors [2] - The drug demonstrates improved tumor targeting and pharmacokinetic properties compared to other FAP ligands, with preclinical studies indicating good safety and effective tumor uptake [3] - The product has shown superior clinical imaging contrast and accuracy in detecting positive lesions compared to 18F-FDG in early human studies [3] Group 2: Market Potential - The global cancer drug market is projected to grow from $150.3 billion in 2020 to $253.3 billion by 2024, with a compound annual growth rate (CAGR) of 13.9%, and is expected to reach $452.5 billion by 2030 [3] - The number of new cancer cases worldwide is estimated to rise from approximately 20 million in 2022 to nearly 24 million by 2030, indicating a significant market opportunity for cancer treatment drugs [3] Group 3: Industry Position - The global nuclear medicine industry is entering a period of rapid growth, driven by advancements in imaging technology and an aging population [4] - The company has established a comprehensive global nuclear medicine supply chain, including R&D, production, distribution, and sales, with bases in Boston and Chengdu [4] - GPN01530 is the first product from the Chengdu nuclear medicine base to enter FDA clinical stages, highlighting the platform's capabilities in preclinical development and international registration [5]

Core Viewpoint - The approval of GPN01530 by the FDA marks a significant milestone for the company, enhancing its global strategy and showcasing its capabilities in nuclear medicine technology and international clinical development [1][16]. Group 1: Product Development and Clinical Research - GPN01530 is the first self-developed radioactive drug conjugate (RDC) by the company to receive FDA approval for clinical research, specifically for diagnosing solid tumors [1]. - The drug targets fibroblast activation protein (FAP), which is highly expressed in 90% of epithelial tumors, offering a promising diagnostic tool with higher sensitivity compared to traditional imaging agents like 18F-FDG [1][2]. - Preclinical studies indicate that GPN01530 shows rapid tumor targeting, higher tumor uptake, and superior pharmacokinetic properties compared to other FAP ligands [2][4]. Group 2: Market Potential and Growth - The global cancer drug market is projected to grow from $150.3 billion in 2020 to $452.5 billion by 2030, with a compound annual growth rate (CAGR) of 10.2% [4]. - The radioactive drug market is expected to reach approximately $9.7 billion by 2024 and $57.3 billion by 2035, with a CAGR of about 17.5% [8]. - The company has a robust pipeline with 16 innovative products in the registration phase, covering various cancers and utilizing multiple radioactive isotopes [9]. Group 3: Strategic Positioning and Global Expansion - The successful development of GPN01530 aligns with the company's "Go Global" strategy, which aims to enhance its competitiveness in the global nuclear medicine market [8][16]. - The company has established a comprehensive global nuclear medicine supply chain, including R&D, production, and sales, with bases in Boston and Chengdu [8][13]. - The company is positioned as a leader in the nuclear medicine sector, with a focus on integrating diagnosis and treatment, thereby reshaping the landscape of solid tumor therapy [7][9].

Core Insights - The core point of the news is that YuanDa Pharmaceutical (00512) has received FDA approval for its self-developed radiopharmaceutical GPN01530, marking a significant milestone in its "Go Global" strategy and enhancing its international clinical development capabilities [1][15]. Group 1: Product Development and Clinical Research - GPN01530 is the first self-developed radiopharmaceutical from YuanDa to receive FDA approval for clinical research, which is a crucial step for the company's internationalization efforts [1]. - The drug targets FAP (Fibroblast Activation Protein), which is highly expressed in 90% of epithelial tumors, offering a promising diagnostic tool with higher sensitivity compared to traditional imaging agents like 18F-FDG [2][5]. - Preclinical studies indicate that GPN01530 shows rapid tumor targeting and superior pharmacokinetic properties compared to other FAP ligands, enhancing its potential as a diagnostic agent [3][5]. Group 2: Market Potential and Competitive Advantage - The global cancer drug market is projected to grow from $150.3 billion in 2020 to $452.5 billion by 2030, with a compound annual growth rate (CAGR) of 10.2%, indicating significant market opportunities for innovative cancer therapies [5]. - The global radiopharmaceutical market is expected to increase from $9.7 billion in 2024 to $57.3 billion by 2035, with a CAGR of approximately 17.5%, highlighting the growth potential in this sector [9]. - YuanDa has established a comprehensive global supply chain in the radiopharmaceutical industry, with R&D and production bases in Boston and Chengdu, and a sales network covering over 50 countries [9][10]. Group 3: Strategic Initiatives and Future Outlook - The successful development of GPN01530 could revolutionize the treatment landscape for solid tumors, providing new hope for patients and reinforcing YuanDa's position in the global market [8]. - YuanDa aims to leverage GPN01530 as a foundation for advancing more self-developed innovative products in international clinical research, thereby enhancing its global competitiveness in the radiopharmaceutical field [8][15]. - The company's strategic "Go Global" initiative is reshaping the narrative of Chinese innovation in pharmaceuticals, providing a sustainable model for other domestic companies [15].

远大医药(00512)发布公告，集团自主研发的全球创新放射性核素偶联药物(RDC) GPN01530 近日获得美 国食品药品监督管理局(FDA)正式批准开展用于诊断实体瘤的 I/II 期临床研究，这标志着集团在核药抗 肿瘤诊疗领域的全球化布局上又迈出坚实一步。作为集团首款获得 FDA 批准开展临床研究的自研 RDC 产品，GPN01530 临床研究的成功获批为集团核药产品管线的国际化开发提供了重要范式，是集团核药 抗肿瘤诊疗板块全球化研发与注册进程中的重要里程碑，充分体现了集团在前沿核药技术平台建设、国 际化临床开发与注册申报等方面的综合实力。集团将依托"中美双报"的国际化注册路径，持续推进 GPN01530 的全球研发与注册工作，并以此为基础，进一步深化该板块的全球化发展战略，积极推动更 多自主研发的创新核药产品的国际临床研究与注册申报工作，不断提升集团在核药抗肿瘤诊疗领域的核 心竞争力与国际影响力。 ...