石药集团(01093.HK)：第一季度营收70.1亿元，第一季度研发支出13亿元。 ...

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金融界5月20日消息，上证指数上涨0.38%，中证香港回购指数 (香港回购，932362)报1014.32点。 从中证香港回购指数持仓的市场板块来看，香港证券交易所占比100.00%。 据了解，中证香港回购指数从香港上市证券中选取50只回购比例较高的上市公司证券作为指数样本，以 反映香港证券市场高回购比例上市公司证券的整体表现。该指数以2018年12月28日为基日，以1000.0点 为基点。 本文源自：金融界 从指数持仓来看，中证香港回购指数十大权重分别为：友邦保险（10.85%）、汇丰控股（10.79%）、 腾讯控股（10.33%）、快手-W（8.16%）、美团-W（7.98%）、东岳集团（6.87%）、太古股份公司Ａ （5.96%）、恒生银行（5.87%）、石药集团（4.6%）、中远海控（4.44%）。 作者：行情君 从中证香港回购指数持仓样本的行业来看，金融占比29.23%、通信服务占比18.57%、可选消费占比 13.14%、医药卫生占比12.84%、房地产占比7.11%、原材料占比7.06%、工业占比6.94%、信息技术占比 2.57%、主要消费占比1.58%、能源占比0.82%、公用事业占比0.1 ...

Group 1 - The core point of the article is that CSP301, a novel EGFR antibody-drug conjugate developed by the company, has received its third Fast Track designation from the FDA for treating advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) patients without EGFR mutations or other driver gene alterations who have progressed after platinum-based chemotherapy and anti-PD-(L)1 therapy [1][2] - CPO301 has previously received two Fast Track designations from the FDA, the first in June 2023 for treating EGFR-mutant metastatic NSCLC patients who have relapsed or are refractory after EGFR-targeted therapy, and the second in September 2024 for treating recurrent or metastatic squamous NSCLC patients with EGFR overexpression who have progressed after platinum-based chemotherapy and anti-PD-(L)1 therapy [1][2] - Lung cancer is the most prevalent and deadliest cancer globally, with approximately 2.5 million new cases and 1.8 million deaths annually, driven by activated EGFR gene mutations and overexpression of the EGFR protein [2] Group 2 - CPO301's Fast Track designations are based on encouraging clinical efficacy data, indicating its potential for greater activity compared to existing NSCLC and other cancer treatment options [2] - CPO301 is a humanized monoclonal antibody optimized from cetuximab and conjugated with topoisomerase I inhibitors, currently undergoing clinical studies in both China and the United States [2] - The Fast Track designation from the FDA will facilitate the development and registration process of CPO301 in the U.S. and globally [2]

Investment Rating - The report maintains a "Buy" rating for the company [1]. Core Views - The company is entering a critical phase with eight innovative platforms, and key products are starting important clinical trials [1][6]. - The company has a robust pipeline with multiple innovative products that are expected to drive long-term growth [13][14]. - The company has achieved significant milestones in clinical research, particularly in the oncology sector, with several products entering key clinical stages [37][53]. Summary by Sections 1. Innovative Platforms and Product Growth - The company has established eight major innovative research and development platforms, focusing on self-developed pipelines and clinical needs [28][29]. - Multiple innovative products have been launched, contributing to long-term growth, including Enbip and Mingfule, which are expected to enhance market accessibility [17][18][19]. 2. Clinical Development and Pipeline - The company has initiated critical clinical trials for several antibody-drug conjugates (ADCs) targeting HER2 and EGFR, with SYS6010 showing promising results in overcoming TKI resistance [39][51]. - SYS6010 has demonstrated an objective response rate (ORR) of 39.2% in EGFR-mutant non-small cell lung cancer (NSCLC) patients, indicating its potential as a new treatment option [46][45]. 3. Financial Performance and Projections - The company forecasts revenues of 293.88 billion, 300.71 billion, and 315.68 billion CNY for 2025, 2026, and 2027, respectively, with a compound annual growth rate (CAGR) of 1.31%, 2.32%, and 4.98% [8][10]. - The projected net profit for the same years is 46.56 billion, 51.06 billion, and 56.48 billion CNY, with growth rates of 7.57%, 9.66%, and 10.63% [8][10]. 4. Market Position and Competitive Analysis - The company ranks among the top 25 global pharmaceutical companies in terms of pipeline scale, reflecting its strong position in the industry [13]. - Compared to similar companies, the company's price-to-earnings (PE) ratio is relatively low, suggesting potential for valuation recovery [8].

Group 1 - The Hong Kong innovative drug sector saw significant gains in the afternoon, with several companies experiencing notable stock price increases [1] - Viatris (01873.HK) rose over 10%, indicating strong market interest and potential investor confidence [1] - CSPC Pharmaceutical (01093.HK) increased by more than 6%, reflecting positive sentiment in the sector [1] Group 2 - Innovent Biologics (01801.HK) experienced a 4% rise, contributing to the overall upward trend in the innovative drug market [1] - China Biologic Products (01177.HK) saw an increase of over 3%, further highlighting the robust performance of the sector [1]

NO.1 石药集团就伊立替康脂质体注射液订立独家许可协议 5月15日，石药集团发布公告，称集团已与Cipla USA,Inc.就伊立替康脂质体注射液于美国的商业化订立 独家许可协议。根据条款，集团将收取1500万美元的首付款，亦有权收取最高2500万美元的潜在首次商 业销售和监管里程碑付款，以及最高10.25亿美元的潜在额外商业销售里程碑付款，以及根据产品在该 地区的年度销售净额计算的双位数梯度销售提成。 点评：本事件是公司国际化战略的重要突破，超过10亿美元的潜在交易额显示了伊立替康脂质体注射液 在美国市场的巨大商业潜力，也反映了石药集团在创新药研发和国际合作方面的强大实力。这一合作将 提升公司在全球市场的影响力，增强投资者对公司未来盈利能力和国际化进程的信心，有望推动股价上 涨。 每经记者｜林姿辰 每经编辑｜杨夏 丨 2025年5月16日 星期五 丨 点评：本事件是公司在肿瘤治疗领域的重大突破。该药物针对HR+、HER2-晚期或转移性乳腺癌患者， 具有广阔的市场潜力。随着新药获批，四环医药在创新药领域的竞争力显著提升，有望为公司带来新的 业绩增长点，同时也将增强投资者对公司研发实力和未来发展的信心，推动其 ...

港股涨幅收窄，恒指现涨0.6%，恒生科技指数涨0.7%。医药股下挫，石药集团跌近5%，药明生物跌 4.6%，中国生物制药跌超3%。 ...

金十数据5月9日讯，石药集团公告，集团开发的化药1类新药SYH2046片已获得美国食品药品监督管理 局(FDA)批准，可以在美国开展临床试验。该产品亦已于2025年4月获得中华人民共和国国家药品监督 管理局批准，可以在中国开展临床试验。SYH2046片是一款具有完全自主知识产权的全新结构first-in- class小分子药物，本次获批的临床试验适应症为急性心肌梗死后心力衰竭。 石药集团：SYH2046片获美国临床试验批准 ...

金融界5月6日消息，上证指数高开高走，中证港股通生物科技主题指数 (港股通生物科技，932253)报 1276.34点。 从中证港股通生物科技主题指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通生物科技主题指数持仓样本的行业来看，生物药品占比52.26%、化学药占比25.22%、制 药与生物科技服务占比19.39%、医疗器械占比3.13%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本比例一般不超过20%。权重因子随样本定期调整而调整，调整时间与指数样本 定期调整实施时间相同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临 时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照 计算与维护细则处理。当港股通范围发生变动导致样本不再满足互联互通资格时，指数将相应调整。 本文源自：金融界 作者：行情君 数据统计显示，中证港股通生物科技主题指数近一个月上涨0.05%，近三个月上涨31.09%，年至今上涨 32.29%。 据了解，中证港股通生物科技主题指数从港股通范 ...