SND006系生诺医药自主研发、享有全球权益的双特异性抗体，拟用于治疗炎症性肠病（IBD）等自身 免疫性疾病，目前已完成体外功能验证研究。生诺医药计划2026年向中国国家药品监督管理局 （NMPA）和美国食品药品监督管理局（FDA）提交新药临床试验申请（IND）。 1月29日，药明生物与生诺医药共同宣布，双方就创新双特异性抗体SND006的工艺开发和生产达成战略 合作。根据双方签署的协议，生诺医药将借助药明生物在生物药开发和生产领域积累的丰富经验和规模 化生产能力，推进SND006的临床前药学研究和临床样品制备，加速临床申报进程。 （药明生物公众号） ...

0:00 据药明生物官微，药明生物与生诺医药1月29日共同宣布，双方就创新双特异性抗体SND006的工艺开发 和生产达成战略合作。SND006拟用于治疗炎症性肠病（IBD）等自身免疫性疾病。 ...

SHANGHAI, Jan. 26, 2026 /PRNewswire/ -- WuXi Biologics (2269.HK), a global leading Contract Research, Development and Manufacturing Organization (CRDMO), and HanchorBio Inc. (TPEx: 7827), a global clinical-stage biotechnology company advancing next-generation immunotherapies for oncology and autoimmune diseases, jointly announced today the signing of a strategic collaboration agreement on the development and manufacturing of multiple next-generation bi-/multi-functional fusion programs from HanchorBio’s pip ...

Market Overview - The pharmaceutical and biotechnology index declined by 0.39% last week, outperforming the CSI 300 index by 0.23 percentage points but underperforming the ChiNext index by 1.50 percentage points, ranking 27th among 31 sub-industries [4] - The Hong Kong Hang Seng Healthcare Index fell by 2.75%, lagging behind the Hang Seng Index by 2.1 percentage points [4] R&D Progress - Recent clinical application advancements include BNT324 from InnoCare Pharma and HCB101 from Fuhong Hanlin [5] - QX004N from Qianxin Biopharma is in Phase I clinical trials, IBI3002 from Innovent Biologics is in Phase II, and HRS-8080 from Hansoh Pharma is in Phase III [5] Company Insights - WuXi AppTec's companies reported strong performance expectations, indicating robust growth momentum in the CXO sector [6] - WuXi AppTec is projected to achieve revenue of 45.456 billion yuan in 2025, a year-on-year increase of 15.84%, with TIDES business revenue expected to grow over 90% [6] - WuXi Biologics plans to add 209 comprehensive projects in 2025, with two-thirds being bispecific antibodies and ADC drugs, and a total of 99 projects in Phase III and commercialization [6] - WuXi AppTec's subsidiary, WuXi AppTec Co., expects revenue and adjusted net profit to grow over 45% in 2025, with a global market share increase to 24% [6] - The company aims to invest over 7 billion yuan in capacity expansion from 2026 to 2029, targeting a compound annual growth rate of 30%-35% from 2025 to 2030 [6] Investment Strategy - Future investments in the pharmaceutical sector should focus on the intrinsic clinical value logic, addressing clinical needs of patients and doctors [7] - Both domestic medical insurance policies and global expansion strategies are increasingly assigning higher premiums to clinical value [7]

2026年1月26日，药明生物与汉康生技(HanchorBio, Inc.)联合宣布，双方已签署战略合作协议，共同推进多种新一代双特异性抗体及多特异性抗体的开发 与生产。 （来源：药研网） 汉康生技董事长刘汉铮（左）与药明康德生物制剂首席执行官陈文杰（右）在战略合作签约仪式上。 此次合作旨在加速临床转化进程，提升CMC执行效率，并支持汉科生物基于Fc基设计生物制剂（FBDB™）平台开发的创新融合蛋白产品组合实现全球规 模化开发与生产。 根据协议，药明康德生物制剂将提供端到端的生物制剂开发与生产一体化服务，涵盖细胞系开发、工艺与生物测定开发、制剂配方开发及GMP生产。 汉康生技成立于2020年12月,是一家全球临床阶段的生物科技公司，专注于肿瘤及自身免疫疾病领域的下一代免疫疗法研发,基于Fc的设计生物制剂 （FBDB™平台）支持设计具有多样靶向方式的多功能生物制剂，旨在激活先天和适应性免疫通路，以克服当前抗PD1/L1免疫疗法的挑战。FBDB™平台 已成功在多个体内肿瘤动物模型中提供了概念验证数据 去年9月，汉康生技完成1.6亿元人民币增资，用于加速多款新药研发。 （来源：药研网） 2026年1月26日，药明生 ...

智通财经APP获悉，里昂发布研报称，自1月20日以来，药明生物(02269)股价表现好过内地CRO同业及 整体医疗保健板块。该行认为公司具有相对韧性，原因包括更为多元化的股东结构有助缓冲地缘政治风 险冲击; 2026年前增长加速的能见度提升，潜在表现可能超越当前预期; 随着同业2025年第四季营业利 润未达预期，资金回流至药明生物。在内地CRO/CDMO领域，药明生物仍是该行首选股，估值与全球 同业相比存在折让。目标价48.5元，评级跑赢大市。 ...

里昂发布研报称，自1月20日以来，药明生物(02269)股价表现好过内地CRO同业及整体医疗保健板块。 该行认为公司具有相对韧性，原因包括更为多元化的股东结构有助缓冲地缘政治风险冲击;2026年前增 长加速的能见度提升，潜在表现可能超越当前预期;随着同业2025年第四季营业利润未达预期，资金回 流至药明生物。在内地CRO/CDMO领域，药明生物仍是该行首选股，估值与全球同业相比存在折让。 目标价48.5元，评级跑赢大市。 ...

里昂发表报告指，自1月20日以来，药明生物股价表现好过内地CRO同业及整体医疗保健板块。该行认 为公司具有相对韧性，原因包括更为多元化的股东结构有助缓冲地缘政治风险冲击；2026年增长加速的 能见度提升，潜在表现可能超越当前预期；随着同业2025年第四季营业利润未达预期，资金回流至药明 生物。在内地CRO/CDMO领域，药明生物仍是该行首选股，估值与全球同业相比存在折让。该行予其 目标价48.5港元，评级"跑赢大市"。 ...

Investment Rating - The report maintains a positive outlook on the CXO sector for the year 2026, indicating strong demand and recovery in global orders [3][26]. Core Insights - Illumina's release of the Billion Cell Atlas marks a significant advancement in life sciences, transitioning from static genomic data to a comprehensive dataset that integrates AI for drug discovery [3][8]. - Regulatory developments in China and the US are accelerating drug approval processes, with China's implementation of eCTD and the US FDA's support for Bayesian methods enhancing clinical trial efficiency [3][23]. - The CXO sector is expected to see robust growth, supported by major players like Lonza and WuXi AppTec, who are expanding capacity and reporting increased order volumes [3][26]. Summary by Sections Industry Frontiers - Illumina's Billion Cell Atlas is the largest human genome perturbation dataset to date, aimed at accelerating drug discovery through AI [3][8]. - Regulatory dynamics indicate a race for faster drug approvals, with China's NMPA adopting eCTD and the FDA endorsing Bayesian statistical methods for clinical trials [3][23]. - The global order recovery is evident, with a positive outlook for the CXO sector throughout 2026, as major companies report growth and increased demand [3][26]. Capital Trends - GSK's acquisition of RAPT Therapeutics for $2.2 billion focuses on developing an anti-IgE monoclonal antibody for food allergies, highlighting the potential in the allergy treatment market [4][31]. - Novartis has entered a $1.5 billion agreement with SciNeuro to advance a new antibody project targeting Alzheimer's disease, indicating ongoing investment in neurodegenerative treatments [4][36]. Weekly Perspective - The report emphasizes the transition to an AI-driven era in drug discovery, suggesting that previous advantages in research may diminish as the landscape evolves [5][37]. - The demand for CXO services is expected to remain strong, driven by AI-enabled drug discovery and regulatory advancements [5][38].

| 序号 | 股票代码 | 股票名称 | 数量(股) | 公允价值(元) | 占基金资产净值比 | | --- | --- | --- | --- | --- | --- | | 1 | 300308 | 中际旭创 | 2.035.762 | 1,241,814,820.00 | | | ଧ | 01801 | 信达生物 | 13, 610, 794 | 937, 382, 528. 45 | | | 3 | 600160 | 巨化股份 | 22, 584, 497 | 867, 696, 374. 74 | | | র্ব | 300750 | 宁德时代 | 2, 330, 228 | 855, 799, 535. 28 | | | 5 | 688099 | 晶晨股份 | 8.519.889 | 743. 189. 917. 47 | | | 6 | 688525 | 佰维存储 | 5,872,779 | 674. 136. 301. 41 | | | 7 | 09969 | 诺诚健华 | 50. 789. 000 | 564. 245. 779. 13 | | | 8 | 01860 | 汇量科技 | 3 ...