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: 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) 呈交日期: 2025年12月3日 第 1 頁 共 11 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 02137 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 720,936,585 | | 12,723,500 | | 733,660,085 | | 增加 / 減少 (-) | | | 190,125 | | | | | | 本月底結存 | | | 721,126,710 | | 12,723, ...

Group 1 - The core viewpoint of the article indicates a decline in innovative drug concept stocks, with significant drops in companies such as Heptares Therapeutics-B (down 9.15% to HKD 12.81), Tansheng Bo Pharmaceutical-B (down 7.56% to HKD 1.59), and others [1] - The report highlights a cooling trend in the business development (BD) of innovative drugs, with a total transaction amount of USD 60.8 billion in the first half of 2025, representing a year-on-year increase of 129%. However, the growth rate has started to decline since the third quarter of this year [1] - The U.S. employment report for September shows economic resilience, leading Morgan Stanley to abandon its previous prediction of a 25 basis point rate cut by the Federal Reserve in December. The new forecast suggests rate cuts in January, April, and June 2026, lowering the target policy rate to a range of 3%-3.25% [1] Group 2 - Analysts suggest that the cooling expectations for Federal Reserve rate cuts may impact the valuations of the innovative drug sector and overseas biopharmaceutical investment and financing [1]

Group 1 - The innovative drug concept stocks have experienced significant declines, with notable drops including: Heptares Therapeutics-B down 9.15% to HKD 12.81, Tiansheng Bo Pharmaceutical-B down 7.56% to HKD 1.59, Rongchang Biopharmaceutical down 5.83% to HKD 80, and Innovent Biologics down 6.18% to HKD 86.5 [1] - There are signs of cooling in the innovative drug business development (BD) sector, with data indicating that the total transaction amount in the first half of 2025 in China is projected to be USD 60.8 billion, a year-on-year increase of 129%. In the first three quarters of this year, the transaction amount reached USD 93.7 billion, reflecting a year-on-year growth of 64% [1] - The decline in growth rates for domestic innovative drug BD transactions began in the third quarter, indicating a potential slowdown in the sector [1] Group 2 - The U.S. September employment report shows economic resilience, leading Morgan Stanley to abandon its previous prediction of a 25 basis point rate cut by the Federal Reserve in December [1] - Morgan Stanley now forecasts that the Federal Reserve will lower interest rates in January, April, and June of 2026, bringing the target policy rate range down to 3%-3.25% [1] - Analysts suggest that the cooling expectations for Federal Reserve rate cuts may impact the valuations of the innovative drug sector and overseas biopharmaceutical investment and financing [1]

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） 提名委員會職權範圍 騰盛博藥生物科技有限公司（「本公司」）根據本公司董事會（「董事會」）於2021年 6月22日通過的決議案成立提名委員會（「委員會」）。下文載列委員會的職權範圍 （「職權範圍」）（於2025年11月15日修訂）。職權範圍備有英文及繁體中文版可供查 閱。職權範圍的英文與繁體中文版如有任何歧義，概以英文版為準。 1. 目的 1.1 委員會旨在物色、考慮及向董事會推薦合適人選出任本公司董事、負責 監督董事會表現評核程序，及制定提名指引及向董事會提供建議，惟須 符合任何適用法律、法規及上市標準。 2. 組成 3. 會議 1 2.1 委員會成員由董事會不時委任，其中大多數成員須為本公司獨立非執行 董事。至少一名委員會成員須為不同性別的本公司董事。 2.2 董事會須委任委員會的一名成員（須為董事會主席或本公司獨立非執行 董事）擔任主席（「主席」）。 3.1 除本文另有指明外，本公司組織章程細則（「細則」）（經不時修訂）所載有 關規範董事會議及議事程序的規定，適用於委員會會 ...

Core Viewpoint - The latest data from the ENSURE Phase II study indicates significant potential for the BRII-179 therapeutic vaccine in achieving HBsAg clearance in patients with hepatitis B virus (HBV) infection, with sustained benefits observed over a 24-week follow-up period [1][2]. Group 1: Study Results - In the BRII-179 responder group, 58% (11 out of 19) achieved HBsAg clearance at the end of treatment (EOT), compared to only 17% (2 out of 12) in the non-responder group [2]. - After 24 weeks post-treatment, 42% (8 out of 19) of the BRII-179 responders maintained HBsAg clearance, while only 8% (1 out of 12) of non-responders did [2]. - Previous studies indicated that 50% (4 out of 8) of BRII-179 responders maintained HBsAg clearance 24 weeks after EOT, even with baseline HBsAg levels ranging from 1,514 to 3,086 IU/mL, suggesting the vaccine's efficacy in diverse patient populations [2]. Group 2: Ongoing Research - The company is conducting two additional Phase IIb studies: ENRICH, which evaluates BRII-179's role in inducing HBV-specific immunity, and ENHANCE, which assesses the effects of a combination therapy involving BRII-179, elebsiran, and PEG-IFNα [3]. - ENHANCE consists of two parts: one assessing the simultaneous administration of the three drugs for 48 weeks, and the other exploring a sequential approach with 24 weeks of BRII-179 and elebsiran followed by 24 weeks of combination therapy [3]. - Both studies have completed patient recruitment and are expected to report EOT data in 2026 [3].

Core Viewpoint - The company has announced promising results from the ENSURE II Phase study, indicating the potential of BRII-179 in achieving functional cure for hepatitis B virus (HBV) infection, with sustained benefits observed in HBsAg clearance among responders [1][2]. Group 1: Study Results - In the BRII-179 responder group, 58% (11 out of 19) achieved HBsAg clearance at the end of treatment (EOT), compared to only 17% (2 out of 12) in the non-responder group [2]. - After 24 weeks post-treatment, 42% (8 out of 19) of the responders maintained HBsAg clearance, while only 8% (1 out of 12) of non-responders did [2]. - Previous studies indicated that 50% (4 out of 8) of responders maintained HBsAg clearance 24 weeks after EOT, even with baseline HBsAg levels between 1,514-3,086 IU/mL, showcasing BRII-179's potential across different patient populations [2]. Group 2: Ongoing Research - The company is conducting two additional Phase IIb studies: ENRICH, which evaluates BRII-179's role in inducing HBV-specific immune responses, and ENHANCE, which assesses the effects of a combination therapy involving BRII-179, elebsiran, and PEG-IFNα [3]. - ENHANCE consists of two parts: one assessing the simultaneous administration of the three drugs for 48 weeks, and the other exploring a sequential approach with 24 weeks of BRII-179 and elebsiran followed by 24 weeks of combination therapy [3]. - Both studies have completed patient recruitment and are expected to report EOT data in 2026 [3].

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。 ENSURE (NCT05970289)是一項在亞太地區開展的多中心、開放標籤II期研究。 隊列4評估了一種創新的乙型肝炎（「HBV」）序貫聯合治療策略，利用本公司的 治療性疫苗BRII-179進行患者免疫激活和富集，以提高其對潛在功能性治癒療 法的應答。該隊列納入了此前在BRII-179-835-001 II期研究(NCT04749368)中接 受過9劑elebsiran聯合BRII-179給藥的參與者，使其接受為期48周的elebsiran與 PEG-IFNα聯合治療。根據先前研究中乙肝表面抗體（「抗-HBs」）滴度峰值水平 （≥10 IU/L或<10 IU/L），參與者被定義為BRII-179抗-HBs應答者或無應答者。 隊列4的EOT數據此前已在2025年歐洲肝病研究協會(EASL)會議上公佈。最新 公佈的數據表明，在BRII-179應答者組中乙肝表面抗原（「HBsAg」）清除的獲 益效果在隨訪期 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Hong Kong Stock Connect Innovative Drug ETF, which has gained 1.2% with a trading volume of 351 million yuan and a total fund size of 2.079 billion yuan as of November 10 [1] - Key performing stocks within the ETF include InnoCare Pharma-B, Bionet, and Ascletis Pharma, with respective gains of 5.4%, 4.43%, and 4.37% [1] - Conversely, stocks such as Kangzhe Pharmaceutical, MIRXES-B, and Innovent Biologics showed weaker performance, with declines of 1.28%, 0.94%, and 0.65% respectively [1] Group 2 - The innovative drug sector is identified as the largest investment opportunity in the pharmaceutical sector for 2025, with a focus on dual/multi-target drugs, chronic disease medications addressing unmet clinical needs, and ADCs [2] - There is a noted improvement in domestic and international innovative drug financing data, with an upward trend in CXO industry orders, indicating a potential recovery in valuations and performance [2] - The medical device sector is experiencing accelerated approvals for innovative products, such as the approval of the chest and abdominal aortic stent system by Xianjian Technology, which is expected to enhance long-term profit margins [2] Group 3 - The Hong Kong Stock Connect Innovative Drug ETF and its linked funds passively track the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index, with the top ten weighted stocks including BeiGene, China Biologic Products, and Innovent Biologics [3]

Core Insights - The ENSURE II study results have been published in the peer-reviewed journal Nature Medicine, evaluating the efficacy and safety of the siRNA drug elebsiran in combination with PEG-IFNα for chronic hepatitis B treatment [1][2] - The study also explores the potential role of the therapeutic vaccine BRII-179 in enhancing immune response and HBsAg clearance rates in patients [1] Group 1: Study Design and Methodology - The ENSURE study was conducted in two parts: the first part involved participants who had not previously received BRII-179, randomly assigned to either 48 weeks of PEG-IFNα monotherapy or combination therapy with elebsiran [2] - The second part included participants from a prior study who had received elebsiran and BRII-179, categorized based on their anti-HBs peak levels, and subsequently treated with elebsiran and PEG-IFNα [2] Group 2: Research Implications - The lead researcher, Professor Jia Jidong, emphasized that the ENSURE study aims to provide scientific evidence for curative therapies for chronic hepatitis B and address key scientific questions [3] - Encouragingly, the 24-week follow-up data aligns with the results at the end of treatment, supporting the additional clinical benefits of elebsiran and indicating the potential new role of BRII-179 in activating the immune response in chronic hepatitis B patients [3]

Core Insights - The ENSURE II study results have been published in the peer-reviewed journal Nature Medicine, evaluating the efficacy and safety of the siRNA drug elebsiran in combination with PEG-IFNα for chronic hepatitis B treatment [1][2] - The study also explores the potential role of the therapeutic vaccine BRII-179 in enhancing immune response and increasing HBsAg clearance rates in patients [1] Group 1 - The ENSURE study was conducted in two parts, with the first part involving chronic HBV patients who had not previously received BRII-179, randomized to receive either 48 weeks of PEG-IFNα monotherapy or combination therapy with elebsiran [2] - In the second part, participants who had previously completed a study with elebsiran and BRII-179 were classified based on their anti-HBs peak levels and received 48 weeks of elebsiran combined with weekly PEG-IFNα treatment [2] Group 2 - Professor Jia Jidong, the lead investigator of the ENSURE study, emphasized the study's aim to provide scientific evidence for curative therapies for chronic hepatitis B and address key scientific questions [3] - Encouragingly, the 24-week follow-up data aligned with the results at the end of treatment, supporting the additional clinical benefits of elebsiran and indicating the potential new role of BRII-179 in activating the immune response in chronic HBV patients [3]