BRII(02137)

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腾盛博药(02137) - 2025 - 年度业绩

2025-08-27 09:19
| – | 額 | 額 | 784.8 | 140.0 | 130.7 | 年 | 元) | 用 | 514.1 | 日 | 淨 | 金 | 至2024 | 動 | 月31 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 港 | 未 | 項 | 訂 | 萬 | 款 | 修 | 的 | 12 | 百 | | | | | | | | | | | | | | | | | 得 | 經 | 截 | ( | 所 | | | | | | | | | | | | | | | | | | | | | | 項 | 訂 | 比 | 46% | 5% | 5% | 56% | 6% | 款 | 修 | 分 | | | | | | | | | | | | | | | | 得 | 經 | 百 | 所 | 額 | | | | | | | | | ...
腾盛博药-B因受限制股份单位获归属而发行13.08万股
Zhi Tong Cai Jing· 2025-08-25 10:28
腾盛博药-B(02137)发布公告,于2025年8月25日,该公司根据于2021年6月22日采纳的公司首次公开发 售后股份奖励计划,归属授出的受限制股份单位而发行及配发予公司雇员的13.08万股股份。 ...
腾盛博药-B(02137)因受限制股份单位获归属而发行13.08万股
智通财经网· 2025-08-25 10:28
智通财经APP讯,腾盛博药-B(02137)发布公告,于2025年8月25日,该公司根据于2021年6月22日采纳的 公司首次公开发售后股份奖励计划,归属授出的受限制股份单位而发行及配发予公司雇员的13.08万股 股份。 ...
腾盛博药(02137) - 翌日披露报表

2025-08-25 10:14
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | | 02137 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) | | 已發行股份總數 | | | | | 已發行股份(不包括庫存股份)數 目 | | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | 庫存股份數目 | | | | | 於下列日期開始時的結存(註1) | | 2025年7月31日 | | 719,377,383 | | 12,723,500 ...
BRII(02137) - 2025 H1 - Earnings Call Transcript
2025-08-21 14:00
Financial Data and Key Metrics Changes - As of June 30, 2025, the company's bank deposits and cash and cash equivalents were $2,075.3 million, representing a decrease of $338.1 million or 14% compared to $2,413.4 million at the end of 2024 [26] - Other income for the first half of the year was $28.1 million, a decrease of $42.8 million or 60.4% compared to $70.9 million for the same period in 2024 [27] - Research and development expenses for the first half of the year declined by 7.3% to $117 million from $126.2 million in 2024 [28] - Administrative expenses were $58.2 million in the first half of the year, declining 26% compared to $78.6 million in 2024 [28] Business Line Data and Key Metrics Changes - The HBV functional cure strategy is built on three differentiated assets: BRE-179, elapsirin, and tolivibart, each targeting distinct mechanisms of HBV pathogenesis [7] - The ongoing clinical programs have collectively been studied in more than 1,600 patients, with three fully enrolled Phase IIb combination studies [9] - In cohort four of the INSURE study, 61% of BRE-179 responders achieved HB surface antigen loss at week 48, compared to about 10% of non-responders [10] Market Data and Key Metrics Changes - The company out-licensed the Greater China rights of Xarelin mixing to ensure efficient progress of non-core programs without diverting focus from HBV [5] - The company is seeking strategic partnerships to develop other assets in its pipeline, including long-acting HBV candidates [6] Company Strategy and Development Direction - The company is focused on advancing its core HBV functional cure program through multiple Phase 2b studies and is shaping its late-stage development strategy based on emerging data [4] - The company aims to achieve a higher rate of functional cure through a multimodal parallel approach, which is critical to solving the complexity of HBV cure [24] - The company plans to report 24-week follow-up data from cohort four of the INSURE study in 2025, with end-of-treatment data from the ENRICH and ENHANCE studies expected in 2026 [24] Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the development of new treatment modalities for HBV and the company's focus on providing a curative regimen [48] - The company believes that the recent launch of a new reporting system by the China CDC will improve the diagnostic rate of HBV, potentially increasing treatment demand [44] Other Important Information - The company has maintained a strong cash position with sufficient funds to support operations through 2028 [26] - The company is committed to pairing internal innovation with external collaboration to drive sustainable growth and broaden patient access to meaningful treatment options [28] Q&A Session Summary Question: Given the encouraging 61% seroclearance rate in BRE-179 responders from INSURE study cohort number four, how is the company thinking about patient enrichment strategy moving forward? - Management acknowledged the potential of BRE-179 to categorize chronic HBV patients into immune responsive and non-responsive groups and is exploring biomarker-driven approaches for Phase III trials [32][34] Question: What is the company's view on the competitive landscape considering recent phase three trials initiated by OSPER Bio? - Management expressed excitement about new treatment modalities for HBV and noted the importance of long-term follow-up data from competitors to evaluate the evolving landscape [38][40] Question: How does the company assess the potential impact of the new reporting system launched by the China CDC on treatment demands? - Management views the new reporting system as a positive development that could increase diagnosis rates and improve disease awareness, ultimately benefiting patients [44][46]
腾盛博药-B公布中期业绩 公司拥有人应占亏损约1.48亿元 同比减少47.22%
Zhi Tong Cai Jing· 2025-08-21 10:34
腾盛博药-B(02137)公布2025年中期业绩,其他收入为人民币2810万元,同比减少60.4%。研发开支为 1.17亿元,同比减少7.3%。期内亏损为约1.49亿元,同比减少47.5%。公司拥有人应占亏损约1.48亿元, 同比减少47.22%。 公告称,研发开支减少反映了报告期间规范化的管线排序及组织精简,同时仍持续投资于核心计划。亏 损减少主要归因于主要与股权投资公允价值变动有关的其他亏损净额减少人民币1.155亿元,预期信贷 亏损模式下减值亏损净额减少人民币3300万元,以及经营开支减少。 于2025年上半年,该公司亦实现了一个重要的里程碑,即soralimixin(BRII-693)的对外授权许可,其为 一种用于治疗严重MDR/XDR革兰氏阴性菌感染的新型在研多黏菌素抗生素。于2025年7月,公司宣布 与健康元(600380)集团展开合作,向健康元集团授出在大中华区进行研究、开发及商业化 soralimixin(BRII-693)的权利。该合作伙伴关系使公司能够继续将其内部资源集中于核心HBV项目,同 时推进soralimixin(BRII-693)的区域开发及商业化。除加速在大中华区获得急需的抗感 ...
腾盛博药-B(02137)公布中期业绩 公司拥有人应占亏损约1.48亿元 同比减少47.22%
Zhi Tong Cai Jing· 2025-08-21 10:17
智通财经APP讯,腾盛博药-B(02137)公布2025年中期业绩,其他收入为人民币2810万元,同比减少 60.4%。研发开支为1.17亿元,同比减少7.3%。期内亏损为约1.49亿元,同比减少47.5%。公司拥有人应 占亏损约1.48亿元,同比减少47.22%。 公告称,研发开支减少反映了报告期间规范化的管线排序及组织精简,同时仍持续投资于核心计划。亏 损减少主要归因于主要与股权投资公允价值变动有关的其他亏损净额减少人民币1.155亿元,预期信贷 亏损模式下减值亏损净额减少人民币3300万元,以及经营开支减少。 于2025年上半年,该公司亦实现了一个重要的里程碑,即soralimixin (BRII-693) 的对外授权许可,其为 一种用于治疗严重MDR/XDR革兰氏阴性菌感染的新型在研多黏菌素抗生素。于2025年7月,公司宣布 与健康元集团展开合作,向健康元集团授出在大中华区进行研究、开发及商业化soralimixin (BRII-693) 的权利。该合作伙伴关系使公司能够继续将其内部资源集中于核心HBV项目,同时推进soralimixin (BRII-693)的区域开发及商业化。除加速在大中华区获得急 ...
智通港股投资日志|8月21日





智通财经网· 2025-08-20 16:04
New Stock Activities - Companies currently in the IPO process include Jiaxin International Resources, Shuangdeng Co., and Kanglong Chemical [1] - Other companies in the IPO process are Suteng Juchuang, Jinglian Group, Binjiang Services, and Yika [1] Earnings Announcement Dates - Companies scheduled to announce earnings include Tengsheng Bo Pharmaceutical-B, Chunquan Industrial Trust, and Jinchao Yang Group [1] - Additional companies include Zaitong, China Petroleum & Chemical Corporation, Jinyuan Development International Industry, and Runli Maritime [1] - Other firms set to report earnings are New Fire Technology Holdings, Weijun Group Holdings, and Citic Bank [1] Shareholder Meetings - Companies holding shareholder meetings include Wuxi Life, China Wangwang, Cultural Communication, and Jingneng Clean Energy [1] - Additional companies include GC Construction [1] Dividend Distribution - Companies declaring dividends include Huixian Industrial Trust, Cabin, and Baotan Holdings [1] - Other firms include Pacific Shipping, China New Town, and Victory Securities [1] - Additional companies declaring dividends are Jinsang Machine Tool China, Aihua Credit, and Gaoxin Retail [1] - First Service Holdings is also listed for dividend distribution [1] Dividend Payment Dates - Companies with scheduled dividend payment dates include Midea Real Estate, China Galaxy, CITIC Securities, and China Life [2]
生物科技股多数下跌,云康集团跌超14%,腾盛博药跌超8%
Ge Long Hui· 2025-08-19 07:29
Group 1 - The majority of Hong Kong biotech stocks experienced declines, with notable drops in several companies [1] - Specifically, Gilead Sciences fell by 15.06%, while Yunkang Group and Pigeon BioPharma dropped over 14% and 9% respectively [2] - Other companies such as China Antibody and Jiahua Bio also saw declines exceeding 7% [1][2] Group 2 - The latest market prices and total market capitalizations for the affected companies include: - Gilead Sciences at 15.510 with a market cap of 14.946 billion - Yunkang Group at 2.300 with a market cap of 1.429 billion - Pigeon BioPharma at 31.760 with a market cap of 12.258 billion - Tengsheng BioPharma at 2.210 with a market cap of 1.590 billion - China Antibody at 3.210 with a market cap of 4.371 billion - Jiahua Bio at 4.460 with a market cap of 2.347 billion [2]
腾盛博药(02137) - 董事会召开日期

2025-08-11 00:00
Brii Biosciences Limited 騰盛博藥生物科技有限公司 (於開曼群島註冊成立的有限公司) (股份代號:2137) 董事會召開日期 騰盛博藥生物科技有限公司(「本公司」)董事會(「董事會」)僅此宣佈,董事會會 議將於2025年8月21日(星期四)舉行,藉以(其中包括)審閱及批准發佈本公司及 其附屬公司截至2025年6月30日止六個月的未經審核之中期業績及其刊發,以及 處理其他事項。 承董事會命 騰盛博藥生物科技有限公司 主席 Zhi Hong博士 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,並明確表示概不會就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。 香港,2025年8月11日 於本公告日期,董事會包括執行董事Zhi Hong博士及李安康博士;以及獨 立非執行董事Martin J Murphy Jr博士、Grace Hui Tang女士、徐耀華先生、 Gregg Huber Alton先生及楊台瑩博士。 ...