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，概不對因本公告全部 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。 （於香港註冊成立的有限公司） （股份代號：2096） 進一步修訂獨家推廣服務合作協議的 2025年及2026年年度上限 茲提述先聲藥業集團有限公司（「本公司」，連同其附屬公司，統稱「本集團」）日 期為2023年12月29日、2024年1月17日及2025年1月24日的公告（「該等公告」）。 除另有界定外，本公告所用詞彙與該等公告所界定者具有相同涵義。 誠如該等公告所披露，於2023年12月29日，江蘇先聲與北京先聲祥瑞訂立獨家推 廣服務合作協議，據此，江蘇先聲同意授予北京先聲祥瑞於推廣適應症範圍及於 推廣區域內推廣本集團仿製藥（即富馬酸貝達喹啉片）的獨家推廣權。獨家推廣服 務合作協議自2024年1月16日北京先聲祥瑞股東大會批准之日起生效，有效期至 2026年12月31日止。 –1– 誠如該等公告所披露，截至2025年及2026年12月31日止兩個年度獨家推廣服務合 作協議項下的原年度上限修訂如下（「首 ...

先声药业集团有限公司执行董事唐任宏： 用好自贸港政策，加快出海步伐 科赛拉的商业化进程缩短约1年半，得益于博鳌乐城国际医疗旅游先行区真实世界数据试点工作。 这就是"乐城研用"——可以引进临床急需的已在海外上市但国内尚未注册的创新药械产品，患者经申请 可在乐城先行区申请使用;这些产品在乐城开展真实世界研究，加速在中国的临床开发、注册与上市。 海南日报全媒体记者 曹马志 "我们引入的一款'救命药'，售价从1400美元降到466元人民币，为全国患者带来健康福祉。"10月 17日，参加2025中国产业转移发展对接活动(海南)的先声药业集团有限公司执行董事唐任宏讲述了一个 鼓舞人心的故事。 这款药品叫科赛拉，是一款全球首创的化疗前使用骨髓全系保护创新药，它能够有效保护人体骨髓 干细胞，最大限度降低化疗对患者的副作用。2021年2月，这款药在美国上市，当时价格高达1400多美 元/支，这也意味着，一个疗程需要超20万元人民币。 "我们很想尽快引入国内，但是按照传统的上市流程，科赛拉至少需要3年时间。"让唐任宏没想到 的是，从在乐城先行区开出国内首张处方，再到获批上市，科赛拉仅用了13个月。 在中国上市后，由于产地在国外， ...

Market Overview - Recent reactions to China's rare earth measures have led to significant declines in global stock markets, with major Asian markets dropping sharply, particularly in Japan and Taiwan, which fell over 1% [1] - In the U.S., regional banks Zions Bancorp and Western Alliance Bancorp reported losses due to fraudulent commercial mortgage investments, causing their stock prices to plummet by 13% and 11% respectively, triggering widespread panic in the banking sector [1] - The fear index VIX has risen above 25 for the first time in five months, indicating increased market anxiety [1] Commodity Insights - Gold prices have surged past $4,300, with a total market capitalization exceeding $30 trillion, leading to strong performances in gold jewelry stocks such as Chow Tai Fook and Lao Poo Gold, which rose over 5% and 3% respectively [2] - In contrast, oil prices have declined significantly, with WTI crude oil falling to $56.99 per barrel, a drop of 2.3%, attributed to decreased consumption and increased production from OPEC and the U.S. [3] Sector Focus - The logistics sector is being prioritized for cost reduction and efficiency improvements, with a focus on building a modern logistics system that integrates digital infrastructure and supports small and micro enterprises [6] - Companies like Jitu Express and SF Express are highlighted as key players in the logistics market [7] Company Developments - Xiansheng Pharmaceutical Group has completed the first patient dosing in a Phase I clinical trial for its innovative cancer drug SIM0505 in the U.S., which targets advanced solid tumors [8] - The company reported a 15.1% year-on-year revenue growth to 3.585 billion yuan, driven by its innovative drug business, which accounted for 77.4% of total revenue [9] - The company has multiple innovative drugs in the pipeline, with significant potential for future growth, including two new drug applications expected to be submitted within the next 1-2 years [9]

Group 1: Hong Kong Stock Market - Changfei Optical Fiber Cable (06869) fell over 4%, down more than 40% from its September peak due to declining fiber optic prices and shareholder sell-offs [1] - Solar stocks continued to decline, with Fuyao Glass (03606) down over 3%, New Special Energy (01799) down over 5%, Xinyi Solar (00968) down over 5%, and Folaite Glass (06865) down over 4%. Rumors about the establishment of a polysilicon storage platform were found to be untrue, and future installation demand remains to be observed [2] Group 2: US Stock Market - United Airlines (UAL.US) fell 5.63% after reporting third-quarter revenue slightly below market expectations [3] - TSMC (TSM.US) decreased by 1.60%, with Q3 net profit reaching a record high of 452.3 billion New Taiwan dollars [3] - Micron Technology (MU.US) rose 5.52% as Morgan Stanley upgraded its rating from "hold" to "buy" [4] Group 3: Technology and Innovation - Google (GOOGL.US) increased by 0.17% after launching a new video generation model, Veo 3.1, which improved audio output and editing control [4] - Thermo Fisher Scientific (TMO.US) rose 1.69% as it collaborates with OpenAI to enhance drug development speed and success rates [4] Group 4: Other Notable Movements - DoorDash (DASH.US) fell 2.18% after announcing a partnership with Waymo to launch autonomous delivery services [5] - Derin Holdings (01709) rose over 3% after signing a strategic cooperation agreement with Antalpha to promote digital asset business [5] - NIO-SW (09866) increased over 2% after responding to a lawsuit from a Singapore sovereign wealth fund, stating that the allegations have no factual basis [5]

每经AI快讯，先声药业(02096.HK)涨超4%，截至发稿，涨3.47%，报13.42港元，成交额8999.23万港 元。 （文章来源：每日经济新闻） ...

先声药业(02096)再涨超4%，截至发稿，涨3.47%，报13.42港元，成交额8999.23万港元。 据介绍，SIM0505是由先声再明研发的一款靶向CDH6(钙粘蛋白-6或K-钙粘蛋白)的新型ADC。其独特 的结合表位对肿瘤抗原的亲和力高于同类候选药物。SIM0505还采用了先声再明专有的TOPO异构酶1抑 制剂(TOPOi)有效载荷，在具备强抗肿瘤活性的同时，也有较高的系统清除率，从而扩大治疗窗口。 其Ⅰ期剂量递增研究在中国启动后，由NextCure扩展至美国，于中剂量组开始纳入美国患者，此后将在 中美两国持续推进。NextCure已获得先声再明SIM0505在大中华区以外的全球独家许可。 消息面上，据先声药业官微消息，10月16日，先声药业旗下的抗肿瘤创新药公司先声再明与致力于癌症 创新药开发的临床阶段美国生物制药公司NextCure,Inc.宣布，SIM0505用于晚期实体瘤患者的Ⅰ期临床 试验(NCT06792552)已完成首例美国患者给药。研究旨在评估该药物的安全性、耐受性、药代动力学及 疗效。 ...

智通财经APP获悉，先声药业(02096)再涨超4%，截至发稿，涨3.47%，报13.42港元，成交额8999.23万 港元。 据介绍，SIM0505是由先声再明研发的一款靶向CDH6(钙粘蛋白-6或K-钙粘蛋白)的新型ADC。其独特 的结合表位对肿瘤抗原的亲和力高于同类候选药物。SIM0505还采用了先声再明专有的TOPO异构酶1抑 制剂(TOPOi)有效载荷，在具备强抗肿瘤活性的同时，也有较高的系统清除率，从而扩大治疗窗口。 其Ⅰ期剂量递增研究在中国启动后，由NextCure扩展至美国，于中剂量组开始纳入美国患者，此后将在 中美两国持续推进。NextCure已获得先声再明SIM0505在大中华区以外的全球独家许可。 消息面上，据先声药业官微消息，10月16日，先声药业旗下的抗肿瘤创新药公司先声再明与致力于癌症 创新药开发的临床阶段美国生物制药公司NextCure, Inc.宣布，SIM0505用于晚期实体瘤患者的Ⅰ期临床 试验(NCT06792552)已完成首例美国患者给药。研究旨在评估该药物的安全性、耐受性、药代动力学及 疗效。 ...

Market Overview - The Hong Kong stock market showed mixed performance on October 16, with the Hang Seng Index slightly down by 0.09%, the Hang Seng China Enterprises Index up by 0.09%, and the Hang Seng Tech Index down by 1.18% [1][2]. Technology Sector - Major technology stocks experienced weakness, with Xiaomi down by 3.6%, Baidu, Meituan, and Tencent Holdings each down over 1%, while JD.com, Kuaishou, and Alibaba also saw slight declines [2][3][4]. - The overall performance of the technology sector was negatively impacted, with significant declines in stocks related to electric vehicles, robotics, and semiconductor industries [2][5][7]. Electric Vehicle Sector - The electric vehicle sector faced a downturn, with NIO dropping nearly 9% and other companies like Li Auto, Xpeng, and BYD also experiencing declines [5][6]. Education Sector - The education sector showed strong performance, with companies like Think Academy seeing a remarkable increase of 26.5% due to plans to raise approximately HKD 241 million for future AI projects [9][10]. Apple-Related Stocks - Apple-related stocks performed well, with BYD Electronics rising nearly 5% following discussions between Apple's CEO Tim Cook and Chinese officials regarding business development in China [11][12]. Coal Sector - Coal stocks saw gains, with China Qinfa up over 8% as demand for coal increased due to seasonal factors [13]. Shipping Sector - The shipping sector was active, with companies like Orient Overseas International and COSCO Shipping Holdings rising nearly 4% following the announcement of new fees for ships from U.S. ports [14]. Innovative Drug Sector - The innovative drug sector experienced growth, with companies like 3SBio and Innovent Biologics rising nearly 6% ahead of a significant conference in Berlin [16][17]. Insurance Sector - Insurance stocks were active, with China Life rising nearly 5% following positive earnings forecasts from major players in the sector [18][20]. IPO Activity - The recent IPO of Cloudwalk saw a significant increase of 26.05% on its first day of trading, reflecting strong market interest [21]. Market Outlook - Analysts suggest that the Hong Kong stock market may experience wide fluctuations in the future, with a focus on sectors such as precious metals and AI-related industries due to ongoing geopolitical tensions and economic uncertainties [23].

Core Insights - The aging population in China is leading to an increase in the prevalence of neurodegenerative diseases, significantly driving the demand for related medications. The market size for neurodegenerative disease drugs in China is projected to reach approximately 10.55 billion yuan in 2024, reflecting a year-on-year growth of 24.12% [1][5]. Industry Overview - Neurodegenerative disease drugs are designed to treat chronic progressive neurological disorders characterized by the degeneration of neurons, including Alzheimer's disease, Parkinson's disease, Huntington's disease, and amyotrophic lateral sclerosis [2][3]. Industry Development History - The neurodegenerative disease drug industry in China has evolved through several phases: - From the 1990s to 2010, the industry began with the introduction of generic drugs to meet clinical needs, supported by regulatory improvements [3]. - From 2010 to 2020, the industry saw advancements in drug approval processes and clinical trial networks, leading to increased research quality and the emergence of innovative therapies [3]. - Since 2020, the focus has shifted towards innovation, with AI-driven drug development and the inclusion of Alzheimer's disease in special medical insurance categories enhancing drug accessibility [3]. Market Size - The market for neurodegenerative disease drugs in China is expected to grow to about 10.55 billion yuan in 2024, with a year-on-year increase of 24.12%. The government's efforts to improve medical insurance policies are expected to further boost market growth by increasing drug accessibility for patients [5][6]. Key Companies and Performance - The competitive landscape of the neurodegenerative disease drug industry is characterized by the rise of domestic innovation and the presence of multinational pharmaceutical companies. Notable domestic companies include: - **Xiansheng Pharmaceutical**: Focuses on early intervention strategies and has a diverse pipeline in the central nervous system area [7]. - **Hengrui Medicine**: Engages in extensive R&D across neurology and pain management, with significant revenue growth and R&D investment [9][10]. - The industry is witnessing a shift towards innovative therapies, with companies like Ruijian Pharmaceutical and Shenji Changhua making breakthroughs in cell therapy for Parkinson's disease [6]. Industry Development Trends 1. **Accelerated Innovation**: The development of neurodegenerative disease drugs is expected to accelerate, with a focus on innovative therapies driven by advancements in biotechnology and artificial intelligence [11]. 2. **Diverse Competitive Landscape**: The market will see increased competition, with domestic companies enhancing their capabilities to compete with international firms [12]. 3. **Policy Support and Regulation**: The government is likely to continue supporting the industry through policies that encourage R&D investment and improve drug accessibility for patients [13].

结束了一天的工作，晚上9点才回家，瘫在床上准备倒头就睡，但脑子却停不下来，一闭眼睛就开始在 脑子里演电影……就这样辗转反侧到凌晨两点，还是睡不着。 别着急，国家出手了，失眠星人们有救了。 2025年9月11日，国务院新闻办公室举行了"高质量完成'十四五'规划"系列主题新闻发布会。会议上， 国家卫生健康委主任雷海潮在面对记者提问时表示："到今年底，97%的地市至少有一家医院可以提供 睡眠门诊服务。" 政策推进的同时，也预示着失眠赛道将迎来一次快速发展和洗牌。新的机会和变革中，失眠药研发药企 或将能率先分一杯羹。而掌握这些机会的，一定是已经有所布局的老牌玩家。 9月16日扬子江药业自主研发的1类抗失眠创新药法赞雷生（YZJ-1139片），向国家药品监督管理局药 品审评中心正式提交新药上市申请。 这则新药上市申请，揭开了中国失眠药品领域竞争的一角。 01 认知觉醒：从隐晦需求到 350 亿市场，失眠药的追赶之路 据2025中国睡眠健康研究白皮书统计，我国有1/4的人群睡眠不足6小时，近40%的人群存在夜间易醒的 问题。 一般而言，治疗失眠的药物主要包括处方药，如苯二氮䓬类、非苯二氮䓬类、非处方药如抗组胺药、褪 黑素 ...