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欧康维视生物(01477) - 截至二零二五年十二月三十一日止月份股份发行人的证券变动月报表
2026-01-07 12:46
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 歐康維視生物 (「本公司」) (於開曼群島註冊成立的有限公司) 呈交日期: 2026年1月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01477 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | 0.00001 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | 0.00001 | USD | | 50,00 ...
欧康维视生物(01477) - 2025 - 年度业绩
2025-12-19 11:34
上述資料不影響年度報告所披露的資料,除本公告所披露者外,年度報告的所有 其他資料維持不變。 承董事會命 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的內容概不負責,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。 Ocumension Therapeutics 歐康維視生物 (於開曼群島註冊成立的有限公司) (股份代號:1477) 補充公告 茲提述歐康維視生物(「本公司」)截至2024年12月31日止年度的年度報告(「年度 報告」)。除文義另有所指外,本公告所用詞彙與年度報告所界定者具有相同涵義。 如年度報告所披露,截至2024年12月31日,本公司回購17,086,000股股份並持作 庫存股。其後,在本公司進行一系列股份回購後,截至本公告日期,本公司已回 購20,949,500股股份並持作庫存股。 本公司謹此補充,本公司擬根據適用規則及規例使用回購並持有的庫存股份,包 括但不限於出售以獲取現金、轉讓及註銷。 歐康維視生物 Lian Yong CHEN博士 主席兼非執行董事 香港,2025年12月19日 截至本 ...
58起交易!一文看懂中国医疗器械BD的秋季节奏
思宇MedTech· 2025-12-15 08:59
Core Insights - The article highlights the acceleration of business development (BD) activities in the medical device sector from September to November 2025, with a total of 58 transactions identified across various subfields, including cardiovascular, nuclear medicine, and AI-enabled devices [2][3][4]. Group 1: Mergers and Acquisitions - Mergers and acquisitions have become a prominent form of BD, with companies leveraging capital control and product integration for rapid market positioning [7][8]. - Notable acquisitions include HeartLink's $680 million all-stock acquisition of Micro-Invasive Cardiology, enhancing its structural heart disease and rhythm management capabilities [7]. - Hua'an Zhonghui's acquisition of Bangni Medical marks its entry into the absorbable suture market, indicating a shift in surgical instrument competition towards material innovation [7]. Group 2: Strategic Collaborations - Strategic partnerships have been formed during the China International Import Expo, with companies like Shanghai Pharmaceuticals collaborating with international giants such as Boston Scientific and Medtronic to enhance their supply chain and academic promotion systems [7][8]. - The collaboration between GuoYao Medical and BDI Medical aims to deepen market penetration in the biomedicine and medical device sectors, focusing on compliance and distribution channel construction [13]. Group 3: Cross-Border Cooperation - Cross-border transactions have become more active, with foreign companies establishing local R&D and production systems in China, while domestic firms are exporting their solutions globally [9][10]. - The partnership between Trasis SA and Beijing Pait Biotechnology to establish a joint venture reflects a trend towards localized production and phased integration in the Chinese market [12]. Group 4: Ecosystem Building and Channel Expansion - The integration of supply chains and ecosystem building is a key theme, with companies focusing on collaborative agreements to enhance their market presence [11][15]. - The collaboration between Baxter and Neusoft Medical aims to create a comprehensive surgical solution by integrating their respective technologies [12]. Group 5: AI and Smart Healthcare - AI and data-driven approaches are becoming central to BD collaborations, with companies increasingly focusing on smart healthcare solutions [16][17]. - The partnership between Kefu Medical and Tencent Cloud to develop AI-powered hearing aids exemplifies the trend of integrating technology into healthcare products [21]. Group 6: Research and Diagnostic Synergy - The frequency of research-oriented collaborations is rising, indicating a shift from manufacturing-driven to research-driven industry dynamics [18][19]. - The collaboration between BGI and Infinera to enhance clinical applications of sequencing technology highlights the growing importance of research in driving innovation in the medical device sector [21].
欧康维视生物(01477) - 截至二零二五年十一月三十日止月份股份发行人的证券变动月报表
2025-12-04 08:44
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 歐康維視生物 (「本公司」) (於開曼群島註冊成立的有限公司) 呈交日期: 2025年12月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01477 | 說明 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | 0.00001 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | 0.00001 | USD | | 50,000 | I ...
智通港股早知道 蔚来-SW(09866)三季度财报超预期 量化派(02685)暗盘涨近200%
Jin Rong Jie· 2025-11-27 01:17
Group 1: Influenza Situation - The influenza activity in China has reached an epidemic level, with most provinces reporting a rapid increase in cases [1] - The latest report indicates that flu-like cases in sentinel hospitals have reached the highest proportion in nearly four years, with northern provinces showing higher rates than southern ones [1] - A total of 955 flu-like outbreaks were reported nationwide, with 741 caused by the H3N2 strain [1] Group 2: Stock Market Overview - The U.S. stock market experienced gains, with the Dow Jones Industrial Average rising by 314.67 points, or 0.67%, to close at 47,427.12 points [2] - The S&P 500 and Nasdaq also saw increases of 46.73 points (0.69%) and 189.1 points (0.82%), respectively [2] - Retail stocks strengthened ahead of the Black Friday shopping season, with Walmart reaching a historic high [2] Group 3: Hong Kong Real Estate Market - The private residential property price index in Hong Kong rose by 0.4% in October, marking five consecutive months of increases [3] - The latest index does not yet reflect the positive impacts of recent interest rate cuts and significant agreements reached during the U.S.-China summit [3] Group 4: Financial Innovations - The Industrial and Commercial Bank of China has successfully conducted offshore foreign currency tri-party repurchase transactions, becoming the first domestic bank to participate in this international market [4] - This innovation enhances the bank's pricing power and operational efficiency while reducing risks and costs associated with traditional bilateral repurchase agreements [4] Group 5: AI Product Launch - Meituan has launched its first AI IDE product, CatPaw, which focuses on agent-driven programming and includes features like code completion and project debugging [5] Group 6: Pharmaceutical Approvals - Boan Biotech's Abicipar injection has received approval for marketing in China, targeting age-related macular degeneration and diabetic macular edema [6] - Eucan Vision Biotech's OT-702, a biosimilar to EYLEA, has also been approved for the same indications in China [7] Group 7: Financial Performance - Haidilao's overseas business reported a revenue of $214 million for Q3, reflecting a year-on-year growth of 7.8% [8] - Yao Cai Securities reported a net profit of HKD 327 million for the six months ending September 30, marking a 4.77% increase year-on-year [9] - NIO's Q3 revenue reached RMB 21.79 billion, with a strong delivery growth of 40.8% year-on-year, and a Q4 revenue guidance of RMB 32.758 billion to RMB 34.039 billion [10] Group 8: Debt Restructuring - Ocean Group's debt restructuring plan for seven domestic bonds, totaling approximately RMB 13.05 billion, has been approved by bondholders [11] Group 9: New Stock Performance - The new Hong Kong stock Quantitative Party saw a nearly 200% increase in its dark market trading, reflecting strong investor interest [12] Group 10: Company Earnings - Alibaba Health reported a net profit of RMB 1.266 billion for the six months ending September 30, a 64.7% increase year-on-year, with total revenue of RMB 16.697 billion [13]
欧林生物向港交所主板递交上市申请;罗氏回应流感特效药需求上升 | 医药早参
Mei Ri Jing Ji Xin Wen· 2025-11-26 23:07
丨2025年11月27日星期四丨 NO.1 欧林生物向港交所主板递交上市申请 11月26日,欧林生物发布公告,称公司于11月25日向香港联合交易所有限公司(简称"香港联交所")递 交了境外公开发行股份(H股)并在香港联交所主板上市的申请,并于同日在香港联交所网站刊登了本 次发行上市的申请资料。 点评:OT-702获批上市,意味着在原研药之外,给中国患者提供更多药物选择。对于欧康维视生物, 该事件短期将提振股价情绪,长期则为公司估值提供业绩支撑,但具体效果能否落地需持续观察。 NO.4 罗氏回应流感特效药需求上升:已启动应对预案 11月26日,罗氏制药对《每日经济新闻》记者表示,面对流感高发季,罗氏已启动预案,调动速福达全 球供应链资源,尽最大努力加大生产,加速向中国市场供应。目前,速福达正按计划分批次抵达中国口 岸,持续供应中国市场。 点评:罗氏制药的回应反映出中国市场的重要性,也凸显出国内流感特效药供不应求的问题。近年来, 业内卷起"一次治疗"新战场,未来若有更多的中国药企研发出流感创新药物,将成为这一市场的破局关 键。 NO.5 博雅生物破伤风人免疫球蛋白在国内获批 点评:欧林生物递表港股是其资本化与国际 ...
欧康维视生物-B(01477.HK):OT-702获批于中国上市
Ge Long Hui A P P· 2025-11-26 09:41
Core Viewpoint - Oculentis Biotech-B (01477.HK) announced that OT-702 (Aflibercept intravitreal injection, EYLEA® biosimilar) has been approved by the National Medical Products Administration for the treatment of adult neovascular (wet) age-related macular degeneration (nAMD) and diabetic macular edema (DME) [1] Group 1 - OT-702 is developed by the company's partner, Boan Biotech (06955.HK) [1] - The collaboration and exclusive promotion agreement was established in October 2020, under which both parties are to jointly advance the Phase III clinical trial of OT-702 [1] - The company has been granted exclusive rights to promote and commercialize the product in China [1]
欧康维视生物-B(01477):OT-702获批于中国上市
Zhi Tong Cai Jing· 2025-11-26 09:37
Core Viewpoint - The approval of OT-702, a biosimilar to EYLEA®, by the National Medical Products Administration of China marks a significant advancement in the treatment options for age-related macular degeneration and diabetic macular edema in adults [1][2]. Group 1: Product Approval - OT-702 has been approved for the treatment of adult patients with neovascular (wet) age-related macular degeneration (nAMD) and diabetic macular edema (DME) in China [1]. - The product was developed in collaboration with Shandong Boan Biotechnology Co., Ltd., which is listed on the Hong Kong Stock Exchange [1]. Group 2: Mechanism of Action - OT-702 functions as a soluble decoy receptor that binds to VEGF-A, VEGF-B, and P1GF, inhibiting downstream signaling pathways of VEGFR, thereby suppressing neovascularization and reducing vascular permeability [2]. - The biosimilar is positioned to treat various retinal and choroidal pathologies associated with neovascularization [2]. Group 3: Market Potential - EYLEA® has received global approval for multiple indications, including nAMD, DME, retinal vein occlusion (RVO) with macular edema, diabetic retinopathy (DR), myopic choroidal neovascularization (mCNV), and retinopathy of prematurity (ROP) [2]. - OT-702 is eligible to apply for approval for all indications for which EYLEA® has been approved in China, according to the guidelines published by the Center for Drug Evaluation [2].
欧康维视生物-B:OT-702获批于中国上市
Zhi Tong Cai Jing· 2025-11-26 09:33
Core Viewpoint - Oculentis Biopharma-B (01477) has received approval from the National Medical Products Administration of the People's Republic of China for OT-702, a biosimilar to EYLEA, for the treatment of adult neovascular (wet) age-related macular degeneration (nAMD) and diabetic macular edema (DME) [1][2] Group 1 - OT-702 is developed in collaboration with Shandong Boan Biotechnology Co., Ltd., which is listed on the Hong Kong Stock Exchange [1] - The partnership agreement established in October 2020 includes joint efforts to advance OT-702's Phase III clinical trials, granting the company exclusive rights for promotion and commercialization in China [1] Group 2 - OT-702 functions as a soluble decoy receptor that binds to VEGF-A, VEGF-B, and P1GF, blocking downstream signaling pathways of VEGFR, inhibiting neovascularization, and reducing vascular permeability [2] - As a biosimilar to EYLEA, OT-702 can potentially be approved for all indications for which EYLEA has been approved in China, including nAMD and DME [2]
欧康维视生物(01477) - 自愿性公告 OT-702获批於中国上市
2025-11-26 09:20
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的內容概不負責,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。 OT-702由本集團合作夥伴山東博安生物技術股份有限公司(「博安生物」)(其股份 於香港聯合交易所有限公司上市(股份代號:6955))開發。根據雙方於2020年10 月訂立的合作及獨家推廣協議,本集團與博安生物應共同推進OT-702的III期臨床 試驗,且本集團獲授在中國推廣及商業化該產品的獨家權利。 OT-702作為可溶性的誘餌受體,可與VEGF-A、VEGF-B及P1GF等細胞因子結 合,阻斷VEGFR的下游信號通路、抑制新生血管生成並降低血管通透性,從而治 療視網膜及脈絡膜的病理性新生血管類眼部疾病。OT-702是EYLEA®的生物類似 藥,EYLEA®在全球已獲批的適應症包括nAMD、DME、視網膜靜脈阻塞(RVO) 後黃斑水腫、糖尿病性視網膜病變(DR)、近視脈絡膜新生血管(mCNV)和早產兒 視網膜病變(ROP),在中國獲批用於nAMD和DME的治療;根據CDE發佈的《生 物類似藥相似性評價 ...