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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: WuXi Biologics (Cayman) Inc. 藥明生物技術有限公司*（於開曼群島註冊成立的有限公司）*僅供識別 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 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) | 02269 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 6,000,000,000 | USD | 0.000008333333 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 6,000,000,000 | U ...

当生物制药工艺赛道的国产化替代浪潮风起云涌，背靠药明生物这棵"大树"的多宁生物，却在资本市场的门外三度徘徊。 近日，这家国内首家商业化无血清培养基的生物工艺解决方案提供商，第三次向港交所递交招股书，试图以2025年前三季度扭亏为盈的业绩拐点，叩开上 市大门。 然而，这份看似回暖的成绩单背后，是无法回避的三重隐忧。 药明生物作为第二大股东、第一大客户兼供应商的双重绑定，让关联交易公允性质疑如影随形；8.43亿元商誉高悬，或存并购标的业绩不及预期的减值风 险；3.89亿元的短期借款，让仅有3.02亿元的类现金储备的多宁生物，资金链压力倍增。 三重枷锁之下，多宁生物的第三次IPO征程，终究要在机遇与风险的博弈中艰难前行。 狂奔二十年，陷"增收不增利"泥潭？ 早在2005年，多宁生物就已在中国扎根起步，彼时，公司仅是一家从事细胞培养基研发的小型技术企业。 由于动物细胞广泛应用于科研及生物药物开发生产，细胞培养基是维持动物细胞体外生长的核心必备原料，应用覆盖药物早期开发、基础科研及疫苗、抗 体等生物药物生产。 2016年，公司董事长兼首席执行官、执行董事王猛以18万元收购60%股权入主公司，此后通过持续引入外部融资、推 ...

Policy Developments - Shanghai aims to vigorously cultivate and develop future industries such as brain-computer interfaces and fourth-generation semiconductors, as stated in the government work report presented at the Shanghai Municipal People's Congress [1] Drug and Medical Device Approvals - Novartis announced that its innovative biological drug Cosentyx (secukinumab) has received approval from the National Medical Products Administration in China for a new indication to treat active non-radiographic axial spondyloarthritis in adults who have had an inadequate response to non-steroidal anti-inflammatory drugs [2] - Hualan Biological announced that its recombinant Exendin-4-Fc fusion protein injection (HL08) has received clinical trial approval for use in adult patients with obesity or overweight, expanding its indications beyond type 2 diabetes [3] - Bibet's BEBT-701, a globally first AGT/PCSK9 dual-target siRNA drug, has received approval for clinical trials to treat mild to moderate hypertension combined with elevated low-density lipoprotein cholesterol [4] - Zhifei Biological's mRNA vaccine for shingles has received clinical trial approval from the National Medical Products Administration [5] Financial Data - Yaokang Biological reported a total revenue of 793 million yuan for 2025, a year-on-year increase of 15.49%, and a net profit of 144 million yuan, reflecting a growth of 31.49% [6] Industry Developments - Jichuan Pharmaceutical's wholly-owned subsidiary has signed an exclusive commercialization rights agreement for the Inusimab injection, paying an authorization fee of 80 million yuan [7][8] - Insilico Medicine announced it received a milestone payment of 39 million HKD from Menarini after the MEN2501 project completed its first patient dosing in Phase I clinical trials [9] - WuXi Biologics has signed a licensing and research service agreement with Vertex Pharmaceuticals for an innovative trispecific T cell engager, which will be used to treat B cell-mediated autoimmune diseases [10]

Core Viewpoint - WuXi Biologics (02269) has signed a licensing and research service agreement with Vertex Pharmaceuticals for an innovative trispecific T cell engager (TCE) aimed at treating B cell-mediated autoimmune diseases, which has led to a stock price increase of over 4% [1] Group 1: Company Developments - WuXi Biologics' stock price rose by 3.35% to HKD 37.04, with a trading volume of HKD 439 million [1] - The agreement with Vertex Pharmaceuticals grants Vertex global exclusive rights for the development and commercialization of the trispecific TCE, which is currently in the preclinical stage [1] - WuXi Biologics will receive an upfront payment and is eligible for milestone payments related to development, registration, and sales, as well as a sales commission post-product launch [1] Group 2: Industry Implications - The collaboration focuses on a novel treatment approach for B cell-mediated autoimmune diseases, indicating a growing interest in innovative therapies within the biopharmaceutical industry [1] - The agreement highlights the trend of partnerships between biotech firms and established pharmaceutical companies to accelerate drug development and commercialization [1]

Core Viewpoint - WuXi Biologics (02269) has signed a licensing and research service agreement with Vertex Pharmaceuticals for an innovative trispecific T cell engager (TCE) aimed at treating B cell-mediated autoimmune diseases, which has positively impacted its stock price [1] Group 1: Company Developments - WuXi Biologics' stock rose over 4%, currently trading at 37.04 HKD with a transaction volume of 439 million HKD [1] - The agreement allows Vertex to obtain global exclusive development and commercialization rights for the trispecific TCE, which is in the preclinical stage [1] - WuXi Biologics will receive an upfront payment and is eligible for milestone payments related to development, registration, and sales, as well as royalties from product sales [1] Group 2: Industry Implications - The collaboration focuses on a novel therapeutic approach for B cell-mediated autoimmune diseases, indicating a growing interest in innovative treatments within the biopharmaceutical industry [1] - The partnership highlights the trend of biopharmaceutical companies seeking external expertise for drug development, which may lead to increased collaboration opportunities in the sector [1]

据方舟健客公告，配售事项完成已于2026年1月29日落实及认购事项完成已于2026年2月2日落实。所得 款项净额的约90%将用于加速公司AI驱动的慢病管理平台的发展。 2月3日早盘，方舟健客大涨，盘中一度涨超20%；港股医疗板块强势反弹，百济神州、泰格医药、石药 集团、药明生物等涨幅靠前，港股通医疗ETF（520510）一度涨超2%。 药明生物2月3日宣布与Vertex Pharmaceuticals（纳斯达克上市公司）已针对一款创新三特异性T细胞衔 接子（TCE）签署授权和研究服务协议。 ...

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]