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维升药业(02561) - 截至二零二六年一月三十一日止月份之股份发行人的证券变动月报表
2026-02-03 08:33
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 | 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) | 02561 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000 | USD | | 0.0001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 500,000,000 | USD | | 0.0001 | USD | | 50,000 | 本月底法定/註冊股本總額: USD 50,000 FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發 ...
又一款长效生长激素获批上市,竞争厂家已增加到4家
第一财经· 2026-01-27 13:27
Core Viewpoint - The approval of Weisheng Pharmaceutical's core product, Longpei Growth Hormone Injection, marks the company's first commercialized innovative product, but it faces significant competition in the long-acting growth hormone market [3][4]. Market Overview - The Chinese growth hormone market has seen explosive growth, increasing from 4 billion yuan in 2018 to 11.6 billion yuan in 2023, with a compound annual growth rate (CAGR) of 23.9%, and is expected to reach 28.6 billion yuan by 2030 [3]. - The market is characterized by a shift in dosage forms, with long-acting growth hormones gaining traction due to better patient compliance compared to short-acting formulations [3][4]. Competitive Landscape - The competition in the long-acting growth hormone market is intensifying, with existing players including Changchun High-tech, Teva Biopharma, and Novo Nordisk, all of which have products already included in the national medical insurance directory [4][5]. - The entry of long-acting growth hormones into the insurance directory has led to significant price reductions, with some products seeing price drops of over 50%, thereby reducing the financial burden on patients and expanding market share [5]. Company Strategy - As a new entrant, Weisheng Pharmaceutical aims to differentiate itself by emphasizing that Longpei Growth Hormone is the only long-acting growth hormone proven to be superior to daily injections in Phase III studies, providing clear prescription guidance for doctors [6]. - The company recognizes that most growth hormone users are still self-paying, and it plans to collaborate with high-end private clinics to better reach target customers [6]. - The current penetration rate of growth hormones among children in China remains low, indicating a need for increased product awareness and education among potential users [6].
又一款长效生长激素获批上市,竞争厂家已增加到4家
Di Yi Cai Jing· 2026-01-27 11:12
在这种局面之下,作为市场新进入者,维昇药业如何在市场中实现突围?这也是市场担忧的地方。 维昇药业首席商务官陈军对第一财经记者表示,隆培生长激素是当前唯一在3期研究中证实优效于日制 剂的长效生长激素,这为医生提供了明确的处方依据与更优治疗选择。 有临床医生对第一财经记者表示,生长激素的治疗是长期过程,治疗依从性的问题值得关注,面对治疗 依从性问题,长效生长激素的研发成为热点。 根据弗若斯特沙利文数据显示,中国生长激素市场规模已从2018年的40亿元激增至2023年的116亿元, 年复合增长率高达23.9%,并预计在2030年达到286亿元,更关键的变化在于剂型结构的迭代。 近年来,中国儿童生长激素市场受到了前所未有的关注,家长们对孩子的身高抱有极高期望,由此产生 了"身高焦虑"现象,担心身高问题会成为孩子未来发展的短板。从整个长效生长激素市场看,企业之间 的竞争呈现加剧趋势,此前已获批上市的厂家分别是长春高新(000661.SZ)旗下的金赛药业、特宝生 物(688278.SH)、诺和诺德,其中金赛药业与特宝生物的长效生长激素已进入2025年国家医保目录, 已进入医保的长效生长激素价格大降,如有产品价格降幅五成以 ...
隆培生长激素获批,维升药业-B(02561)估值增长打上“强心针”
Zhi Tong Cai Jing· 2026-01-27 03:26
近年以来,国内生长激素市场的"长效化替代"趋势已进入加速期:长效生长激素市场份额从2018年的不 足10%持续攀升至2023年的35%以上,核心驱动力源于市场对"疗效确定性"与"治疗体验感"的双重诉 求。 当生长激素市场长效化替代已成定局,谁能抢占这一黄金赛道的"同类最佳"席位? 1月26日,港股创新药企维升药业-B(02561)给出了答案:其核心产品隆培生长激素于近日正式获国家药 监局上市批准。作为国内首款同时具备"长效+天然结构"优势的 "潜在同类最佳"产品,它不仅精准击中 临床未满足需求,更标志着维升药业完成了"研发+商业化"双驱动企业的关键一跃,为港股创新药板块 注入稀缺确定性。 产品破局:以技术革新解决核心痛点,铸就 BIC 核心优势 当生长激素市场长效化替代已成定局,谁能抢占这一黄金赛道的"同类最佳"席位? 对于维升药业而言,隆培生长激素的获批是公司发展期间的关键转折点。为推进产品商业化落地,公司 已完成全链条筹备工作,在生产端和销售端建立起全面的商业化体系,通过与诸多合作伙伴携手,将加 智通财经APP了解到,儿童生长激素缺乏症(PGHD)是一种由于生长激素不足而导致儿童身高明显偏矮 的病况,尽早 ...
港股维昇药业-B涨超7%
Mei Ri Jing Ji Xin Wen· 2026-01-27 02:07
每经AI快讯,维昇药业-B(02561.HK)涨超7%,截至发稿涨7.52%,报42.9港元,成交额156.35万港元。 (文章来源:每日经济新闻) ...
港股异动 | 维昇药业-B(02561)涨超7% 核心产品隆培生长激素国内获批上市
Zhi Tong Cai Jing· 2026-01-27 01:49
消息面上,1月26日,维昇药业宣布其核心产品注射用隆培生长激素(lonapegsomatropin,维臻高)已 正式获得中国国家药品监督管理局批准上市,用于治疗3岁及以上儿童及青少年的生长激素缺乏症所致 的生长缓慢。隆培生长激素由维昇的授权合作伙伴Ascendis 基于创新的TransCon(暂时连接)技术研 发,是首个在美国获批用于儿童的生长激素周制剂,同时也在欧洲等国家地区获批上市。 智通财经APP获悉,维昇药业-B(02561)涨超7%,截至发稿,涨7.52%,报42.9港元,成交额156.35万港 元。 公告指,隆培生长激素获BLA批准后,集团已启动全面商业化计划,以确保供应并扩大市场覆盖。为确 保隆培生长激素推出市场时的供应,集团已与合作伙伴 Ascendis Pharma订立商业化供应协议。同时, 集团透过打造一支专注及专业的商业化团队以及实施为商业化、医生认知及市场准入量身定制的方案, 增强其商业化能力。 ...
隆培生长激素获批,维昇药业-B估值增长打上“强心针”
Zhi Tong Cai Jing· 2026-01-27 00:56
近年以来,国内生长激素市场的"长效化替代"趋势已进入加速期:长效生长激素市场份额从2018年的不 足10%持续攀升至2023年的35%以上,核心驱动力源于市场对"疗效确定性"与"治疗体验感"的双重诉 求。 当生长激素市场长效化替代已成定局,谁能抢占这一黄金赛道的"同类最佳"席位? 1月26日,港股创新药企维昇药业-B(02561)给出了答案:其核心产品隆培生长激素于近日正式获国家药 监局上市批准。作为国内首款同时具备"长效+天然结构"优势的 "潜在同类最佳"产品,它不仅精准击中 临床未满足需求,更标志着维昇药业完成了"研发+商业化"双驱动企业的关键一跃,为港股创新药板块 注入稀缺确定性。 智通财经APP了解到,儿童生长激素缺乏症(PGHD)是一种由于生长激素不足而导致儿童身高明显偏矮 的病况,尽早确诊和生长激素治疗可减少长期并发症。当前,生长激素领域的核心矛盾长期聚焦于"疗 效稳定性"与"用药依从性"的平衡。此前国内PGHD治疗以短效制剂为主,每日皮下注射的给药模式导 致临床漏针率居高不下——据临床统计,儿童患者年漏针率普遍超过30%,既与患儿生理抗拒、家长护 理负担相关,也直接影响治疗方案的连续性与最终疗效 ...
维昇药业注射用隆培生长激素获批
Bei Jing Shang Bao· 2026-01-26 13:23
北京商报讯(记者 丁宁)1月26日晚间,维昇药业(02561.HK)发布公告称,国家药监局已批准注射用 隆培生长激素(中国境内商品名称:维臻高,英文商品名称:SKYTROFA)的生物制品上市许可申 请,用于在中国治疗3岁及以上儿童及青少年的生长激素缺乏症所致的生长缓慢。 公告显示,隆培生长激素是一款用于治疗儿童生长激素缺乏症的每周一次生长激素替代疗法,该药物已 在中国完成3期关键性试验,并为截至目前唯一一款在阳性药物平行对照试验中证明较短效(每日注 射)人生长激素优效及具有同等安全性的长效生长激素。 ...
哈尔滨电气上一财年净赚超26亿元 中国电力2025年总售电量同比下滑
Xin Lang Cai Jing· 2026-01-26 12:48
Company News - China Power (02380.HK) expects a total consolidated electricity sales volume of 10.73105 million MWh by December 2025, a decrease of 2.31% year-on-year; the total annual electricity sales volume is approximately 126 million MWh, down 1.27% year-on-year [2] - Harbin Electric (01133.HK) anticipates a net profit attributable to shareholders of approximately RMB 2.65 billion for the fiscal year 2025, compared to RMB 1.686 billion in the previous year, mainly due to increased operating revenue and improved product profitability [2] - Singularity Guofeng (01280.HK) has entered into a GPU distribution cooperation agreement with Muxi Co., aiming to enter the domestic AI computing power market [2] - Dongyang Sunshine Pharmaceutical (06887.HK) has signed a strategic cooperation agreement with Shenzhen Jingtai to establish a joint venture for building an AI-driven drug research and development platform [2] - Weisheng Pharmaceutical-B (02561.HK) has received approval from the National Medical Products Administration for the marketing authorization application of injectable Long Pei growth hormone [2] - Kintor Pharmaceutical-B (02171.HK) issued a profit warning, expecting a net loss for 2025 to be reduced to no more than approximately RMB 120 million [2] - Zhaoke Ophthalmology-B (06622.HK) is advancing the commercialization process of BRIMOCHOL PF for treating presbyopia in Singapore and Vietnam through partnerships with AFT and Qianshou [2] Additional Company Developments - Heng Rui Medicine (01276.HK) has received a clinical trial approval notice for SHR-1049 injection [3] - Baolong Real Estate (01238.HK) has had its bond restructuring plan approved by the relevant bondholders' meeting [3] Strategic Partnerships - Yabo Technology Holdings (08279.HK) has entered into a technical service agreement with Hong Kong Gold Exchange Limited [4] - Future Data Group (08229.HK) has signed a strategic cooperation framework agreement with Linghe Culture [4] - Howey Group (00501.HK) plans to invest up to USD 50 million to subscribe for shares in Aixin Yuanzhi's initial public offering [4] Buyback Activities - Xiaomi Group-W (01810.HK) repurchased 3.9872 million shares for HKD 140 million, with a repurchase price ranging from HKD 35.04 to HKD 35.22 [5] - China Metallurgical Group (01618.HK) repurchased 9.011 million shares for HKD 16.9299 million, with a repurchase price of HKD 1.87 to HKD 1.88 [5] - Geely Automobile (00175.HK) repurchased 4.401 million shares for HKD 72.952 million, with a repurchase price ranging from HKD 16.43 to HKD 16.65 [6] - Reshape Energy (02570.HK) completed the placement of a total of 4.536 million placement shares, raising approximately HKD 258 million [6] - Kintor Pharmaceutical-B (09939.HK) saw an increase of 4.7 million shares by Chairman Tong Youzhi [6]
维昇药业-B核心产品隆培生长激素国内获批上市 周制剂创新有望重塑竞争格局
Zhi Tong Cai Jing· 2026-01-26 11:41
隆培生长激素提供了便捷的每周一次给药方案,与日制剂相比,注射频率降低86%。经全球及中国3期临床试验证实,该产品是截至目前为 止唯一优效于生长激素日制剂的长效生长激素。 凭借TransCon"暂时连接技术"长效路径,隆培生长激素是唯一一款于每周给药之间在体内持续释放未经修饰的人生长激素的长效生长激 素。安全性方面,隆培生长激素总体安全且耐受性良好,不良事件与使用短效人生长激素疗法所观察到的类型及频次一致,且试验组之间 具有可比性。 1月26日,国家药品监督管理局(NMPA)官网显示,维昇药业-B(02561)核心产品隆培生长激素获批上市,为国内第三款获批上市的长效生长 激素,用于治疗儿童生长激素缺乏症(PGHD)。 公开资料显示,隆培生长激素是维昇药业从Ascendis Pharma引进的一款新型长效生长激素,该产品此前已在欧美获批,自上市以来便展现 出强大的商业增量。 目前国内生长激素市场多以日制剂为主,隆培生长激素的周制剂的活性成分与人体分泌的生长激素结构一致,临床试验结果优效于日制 剂,这一创新或将填补这一领域的技术空白,为患者提供新的治疗选择。基于创新管线取得的实质性进展,维昇药业有望推动商业化体系 ...