Core Insights - The company held a strategic investor communication meeting to outline its latest strategic planning, R&D progress, and long-term development blueprint [1] - The new chairman, Wu Yifang, emphasized the importance of strategic direction and management efficiency to drive the company's growth and innovation [1] Group 1: Strategic Focus - The company will implement a "dual-drive" strategy focusing on self-research, licensing, acquisitions, and capital empowerment to enrich its product pipeline and maximize commercial value [1] - The company aims to accelerate its global expansion and self-research initiatives to benefit more patients and become a leading global biopharmaceutical company [1] Group 2: Product Pipeline and Financial Projections - The company’s product pipeline in key therapeutic areas such as nephrology, infectious diseases, and autoimmune diseases is entering a critical harvest period [2] - The sales revenue for the product Neficon is projected to reach between 1.2 billion to 1.4 billion yuan for the full year, with expectations of maintaining high growth in 2026 [2] - The company plans to introduce more than three significant products in the next 6 to 12 months, with potential domestic sales peak exceeding 10 billion yuan for these new products [2]

转自：新华财经 在自主研发方面，公司依托mRNA肿瘤治疗性疫苗平台与自体生成CAR-T平台，正积极布局眼科等高成 长蓝海领域，为中长期发展开辟新增长曲线。 根据规划，未来6至12个月，公司计划将再引进3个以上的重磅产品。预计引进产品的潜在国内销售峰值 将超过人民币100亿元，叠加现有产品矩阵，整体国内销售峰值有望突破人民币200亿元。 此外，I-Mab近日宣布引进治疗眼底疾病产品VIS-101，并与云顶新耀签署大中华区、韩国及东南亚合作 开发意向书。作为I-Mab的第一大股东，云顶新耀将以此次合作为起点，进一步加强双方在创新研发与 国际化开发方面的协同，携手探索更多高潜力资产合作机会。据统计，2024年其规模已达约230亿美 元，全球抗VEGF眼科药物市场预计到2030年将突破400亿美元。 编辑：胡晨曦 新华财经上海10月22日电（记者胡洁菲）港股创新药企云顶新耀21日召开公司发展战略投资者交流会。 新任董事会主席吴以芳首次亮相会议，他将领导董事会制定公司的战略方向，驱动与统筹管理关键战略 举措的实施，涵盖战略交易、研发创新与关键利益相关方管理等。会上还透露，云顶新耀控股股东康桥 资本在短期内不会减持公司股 ...

在自主研发方面，云顶新耀依托领先的mRNA肿瘤治疗性疫苗平台与自体生成CAR-T平台，持续夯实自 研技术壁垒，并积极布局眼科等高成长蓝海领域。 其中，云顶新耀拥有全球权益的新一代共价可逆BTK抑制剂EVER001（希布替尼）的52周完整数据展 现出快速、深度且持久的免疫学和临床缓解，停药后仍持续获益，部分患者在扩展随访期最长至104周 数据保持了良好维持效果。该项目已完成临床概念验证，计划于2026年启动治疗原发性膜性肾病的关键 注册性临床等。另外，云顶新耀自体生成CAR-T项目已完成非人灵长类动物（猴）模型的临床前概念验 证，计划于2025年底前启动首次人体试验研究，并将于2026年递交全球新药临床试验申请等。 值得关注的是，美国公司I-Mab近日宣布引进治疗眼底疾病产品VIS-101，并与云顶新耀签署大中华区、 韩国及东南亚合作开发意向书。VIS-101是一款靶向VEGF-A与ANG2的创新型双特异性生物分子，有望 为湿性年龄相关性黄斑变性、糖尿病性黄斑水肿和视网膜静脉阻塞患者提供更持久的疗效。目前，VIS- 101已在美国和中国完成了初步的安全性和剂量递增研究，预计2026年可具备在中国开展三期临床试验 ...

港股创新药企云顶新耀(01952.HK)10月21日召开公司发展战略投资者交流会。董事会荣誉主席傅唯、董 事会主席及执行董事吴以芳、执行董事及首席执行官罗永庆、执行董事、总裁及首席财务官何颖等核心 管理团队出席，系统介绍了公司最新战略规划、研发进展及中长期发展蓝图。 新董事长上任，引领公司长期发展 新任董事会主席吴以芳首次亮相会议，他将领导董事会制定公司的战略方向，为高管团队提供战略指 引，驱动与统筹管理关键战略举措的实施，涵盖战略交易、研发创新与关键利益相关方管理等，赋能提 升公司管理经营效率，加强全球布局进展，持续推动更多创新药物的研发与商业化，实现公司跨越式发 展。 根据规划，未来6至12个月，公司计划再引进3个以上的重磅产品。预计引进产品的潜在国内销售峰值将 超过人民币100亿元，叠加现有产品矩阵，整体国内销售峰值有望突破人民币200亿元。 与I-Mab战略协同：以VIS-101为合作范式，引进更多产品 值得关注的是，I-Mab近日宣布引进治疗眼底疾病产品VIS-101，并与云顶新耀签署大中华区、韩国及东 南亚合作开发意向书。作为I-Mab的第一大股东，云顶新耀将以此次合作为起点，进一步加强双方在创 ...

港股创新药企云顶新耀(01952)10月21日召开公司发展战略投资者交流会。董事会荣誉主席傅唯、董事 会主席及执行董事吴以芳、执行董事及首席执行官罗永庆、执行董事、总裁及首席财务官何颖等核心管 理团队出席，系统介绍了公司最新战略规划、研发进展及中长期发展蓝图。 新董事长上任，引领公司长期发展 新任董事会主席吴以芳首次亮相会议，他将领导董事会制定公司的战略方向，为高管团队提供战略指 引，驱动与统筹管理关键战略举措的实施，涵盖战略交易、研发创新与关键利益相关方管理等，赋能提 升公司管理经营效率，加强全球布局进展，持续推动更多创新药物的研发与商业化，实现公司跨越式发 展。 会议上还透露一个信息，即云顶新耀控股股东康桥资本在短期内不会减持公司股份，表达对公司战略前 景与长期价值的坚定信心。这一表态进一步巩固了公司股东结构的稳定性，并为市场注入信心。 深化"双轮驱动"，拓展新蓝海市场 本次发展战略投资者交流会进一步明确了云顶新耀的下一阶段战略重点。公司将在"双轮驱动"战略指导 下，通过自主研发和授权引进、收购及资本赋能等方式，持续丰富产品管线，实现商业价值最大化。同 时，公司将加快推进自研出海和全球布局，造福更多患者， ...

智通财经APP获悉，港股创新药企云顶新耀(01952)10月21日召开公司发展战略投资者交流会。董事会荣 誉主席傅唯、董事会主席及执行董事吴以芳、执行董事及首席执行官罗永庆、执行董事、总裁及首席财 务官何颖等核心管理团队出席，系统介绍了公司最新战略规划、研发进展及中长期发展蓝图。 在自主研发方面，公司依托领先的mRNA肿瘤治疗性疫苗平台与自体生成CAR-T平台，持续夯实自研技 术壁垒，并积极布局眼科等高成长蓝海领域，为中长期发展开辟新增长曲线。其中，拥有全球权益的新 一代共价可逆BTK抑制剂EVER001（希布替尼）在52周完整数据展现出快速、深度且持久的免疫学和 临床缓解，停药后仍持续获益，部分患者在扩展随访期最长至104周数据保持了良好维持效果，体现出 希布替尼的高安全性，及强耐受性。该项目已完成临床POC（概念验证），计划于2026年启动pMN关 键注册性临床及II期篮式试验（包含IgAN、FSGS、MCD）。同时，公司自体生成CAR-T项目已完成非 人灵长类动物（猴）模型（NHP）的临床前概念验证，计划于2025年底前启动人体临床（FIH，首次人 体试验）研究， 并将于2026年递交全球IND（新药临 ...

Market Performance Summary - Sinopec Oilfield Service (01033) rose over 12% as the company continues to advance its overseas strategy, with new contract signings increasing by over 70% in the first half of the year [1] - China Hongqiao Group (00931) fell over 13% after a significant 55% surge the previous day, with ongoing discussions regarding potential investments [1] - BYD Electronic (00285) increased over 4% as the company is set to supply power components for NVIDIA's new 800VDC AI server architecture [1] - Horizon Robotics-W (09660) rose over 6% as its HSD technology was first adopted by the ET5 model, with multiple automakers already confirming orders [1] - Bilibili-W (09626) increased over 10% due to strong performance of new games, indicating a gradual release of its commercial value [1] - CRRC Corporation (01766) rose nearly 4% ahead of its third-quarter earnings report, with expectations for continued growth in new train procurement and maintenance [1] - Genscript Biotech (01952) rose over 5% as its EVM14 treatment for squamous cell carcinoma addresses critical clinical needs, leading in clinical development progress [1] - Bosideng (03998) increased nearly 6% following the appointment of renowned British designer Kim Jones as the creative director for its new AREAL high-end urban line [1] - Derin Holdings (01709) fell over 11% after announcing a discounted placement of shares to raise funds for expanding Bitcoin mining operations [1] US Market Highlights - TSMC (TSM.US) rose 0.89% as the first NVIDIA Blackwell wafers were recently produced in the US [3] - Pony.ai (PONY.US) increased 1.76% after partnering with Stellantis for autonomous vehicle solutions [3] - WeRide (WRD.US) rose 2.67% after successfully passing the Hong Kong Stock Exchange hearing, positioning itself to become the first "Robotaxi" stock in Hong Kong [3] - Zeekr (ZK.US) increased 4.48% as pre-sales for the refreshed Zeekr 7X officially began, offering significant pre-sale benefits [3] - iQIYI (IQ.US) rose 8.37% as Morgan Stanley upgraded its target price, citing the long-term growth potential of the domestic IP merchandise market [3] - Taoping (TAOP.US) increased 4.27% after announcing a non-binding letter of intent to acquire 100% of Alphalion Holding Limited [3] - Micron Technology (MU.US) rose 2.17% as several major firms raised their target prices for the company [4] - U.S. Antimony Corporation (UAMY.US) surged 20.02% following its proposal to acquire Larvotto Resources to enhance its critical mineral asset portfolio [4] - Apple (AAPL.US) rose 3.94% as a report indicated strong early sales of the iPhone 17 series in China and the U.S. [4] - Moderna (MRNA.US) increased 4.73% after presenting positive data on its mRNA vaccine pipeline at the IDWeek 2025 conference [4]

每经AI快讯，云顶新耀(01952.HK)早盘涨超6%，截至发稿，涨6.66%，报54.45港元，成交额1.42亿港 元。 ...

Group 1 - Company shares of CloudTop New Medicine (01952) rose over 6%, reaching a price of 54.45 HKD with a trading volume of 142 million HKD [1] - The company announced the successful enrollment of the first patient in a global multi-center Phase I clinical trial for its universal on-demand tumor therapeutic vaccine EVM14 at NEXT Oncology Virginia [1] - This clinical trial progress follows the approval of the Investigational New Drug (IND) application for EVM14 by both the FDA and NMPA [1] Group 2 - The development of EVM14 addresses significant clinical pain points in the treatment of squamous cell carcinoma, a condition with a large patient population and unmet medical needs [2] - EVM14 offers advantages such as no HLA screening requirement, on-demand supply, lower production costs, and applicability to multiple tumor types, indicating a broad application potential in cancer treatment [2] - The mRNA tumor vaccine market is projected to reach 40.651 billion USD under neutral scenarios, with universal vaccines expected to have a higher penetration rate than personalized products due to cost advantages [2] - EVM14 is positioned to lead in clinical development amidst intense industry competition due to its differentiated advantages [2]

智通财经APP获悉，云顶新耀(01952)早盘涨超6%，截至发稿，涨6.66%，报54.45港元，成交额1.42亿港 元。 智通财经APP在《云顶新耀（01952）mRNA肿瘤疫苗EVM14接连突破：中国获批临床后，美国一期首 患成功入组》中指出，EVM14的研发，正直击当前鳞癌治疗的临床痛点。目前鳞癌患者群体庞大，但 现有标准治疗仍未实现令人满意的治疗效果，存在巨大的未满足医疗需求。作为通用现货型疫苗， EVM14具有无需HLA筛选、可现货供应、生产成本较低、适用于多瘤种等优势，在肿瘤治疗领域展现 出广阔应用前景。据预测，mRNA肿瘤疫苗市场在中性情景下规模可达406.51亿美元，其中通用型疫苗 因成本优势，渗透率将远超个性化产品。而EVM14凭借差异化优势，在激烈的行业竞争中实现了临床 开发进程的领跑。 消息面上，据云顶新耀官微消息，10月14日，公司宣布其通用现货型肿瘤治疗性疫苗EVM14注射液的 全球多中心I期临床试验在美国临床研究机构NEXT Oncology Virginia成功入组首例患者。这是继EVM14 新药临床试验申请(IND)在美国食品药品监督管理局(FDA)和中国国家药品监督管理局(N ...