Investment Rating - The report does not explicitly state an investment rating for the industry [2] Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 2.48% from October 13 to October 17, underperforming the broader market index, the CSI 300, which fell by 2.22% [3][8] - There is a sustained enthusiasm for business development (BD) transactions in innovative drugs, with several companies entering agreements with international pharmaceutical firms [3][12] - The ESMO conference held from October 17 to 21 showcased positive advancements in multiple studies, particularly in immunotherapy and antibody-drug conjugates (ADCs), highlighting the potential of domestic biotech companies [3][11] Market Weekly Review - The pharmaceutical and biotechnology sector saw a weekly decline of 2.48%, with offline pharmacies and traditional Chinese medicine showing slight gains of 0.59% and 0.38%, respectively [8] - Medical research outsourcing, medical devices, and other biological products faced significant declines, with drops of 6.46%, 5.37%, and 3.6% respectively [8][9] - Notable stock performances included Asia-Pacific Pharmaceutical with a rise of 36.7%, while Betta Pharmaceuticals saw a decline of 17.0% [11] Industry News and Key Company Announcements Important Industry Events - On October 18, Kangfang Biologics presented data on a PD-1/VEGF dual antibody in non-small cell lung cancer at the ESMO conference, showing significant improvement in progression-free survival (PFS) [11] - On October 16, Hansa Biopharma announced a licensing agreement with Roche for the global exclusive rights to develop and commercialize HS-20110, with an upfront payment of $80 million [12] - On October 16, Prigen Biologics entered a collaboration with Gilead's Kite Pharma, receiving an upfront payment of $120 million [12][13] Company Announcements - Huayuan Biologics reported a slight decrease in total revenue for the third quarter, amounting to 936 million yuan, a 0.2% year-on-year decline [14] - Shanghai Pharmaceuticals received FDA approval for Doxycycline capsules, with projected sales of approximately $130 million in the U.S. for 2024 [14][16]

格隆汇10月17日丨上海医药(02607.HK)宣布，董事会会议将于2025年10月30日（星期四）举行，藉以 （其中包括）批准本公司及其附属公司截至2025年9月30日止九个月的第三季度业绩及其发布，并考虑 派发中期股息（如有）。 ...

（股份代碼：02607） 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，概不對因本公告全部或任何部份內容 而產生或因依賴該等內容而引致的任何損失承擔任何責任。 中國上海，二零二五年十月十七日 於本公告日期，本公司的執行董事為楊秋華先生、沈波先生、李永忠先生及董明先生； 非執行董事為張文學先生；以及獨立非執行董事為顧朝陽先生、霍文遜先生、王忠先生 及萬鈞女士。 上海醫藥集團股份有限公司 Shanghai Pharmaceuticals Holding Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） 董事會會議通告 上海醫藥集團股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈， 董事會會議將於二零二五年十月三十日（星期四）舉行，藉以（其中包括）批 准本公司及其附屬公司截至二零二五年九月三十日止九個月之第三季度業績及 其發佈，並考慮派發中期股息（如有）。 承董事會命 上海醫藥集團股份有限公司 楊秋華 董事長 * 僅供識別 ...

Core Viewpoint - Shanghai Pharmaceuticals' subsidiary, Changzhou Pharmaceutical Factory, received approval from the U.S. FDA for its Abbreviated New Drug Application (ANDA) for doxycycline capsules, marking a significant step in expanding its overseas market presence [1] Summary by Categories Company Developments - The company has invested approximately 10.83 million yuan in the research and development of doxycycline capsules as of the announcement date [1] - The approval of the ANDA is expected to provide valuable experience for the company in navigating international markets [1] Market Implications - The approval is seen as a positive development for the company, enhancing its ability to expand into overseas markets [1]

（文章来源：证券日报） 证券日报网讯 10月14日晚间，上海医药发布公告称，近日，公司下属常州制药厂有限公司生产的利伐 沙班片（以下简称"该药品"）收到马来西亚药品监督管理局（NPRA）颁发的药品注册证书，该药品获 得批准上市。 ...

（文章来源：证券日报） 证券日报网讯 10月14日晚间，上海医药发布公告称，近日，公司下属常州制药厂有限公司收到美国食 品药品监督管理局（以下简称"美国FDA"）的通知，其关于多西环素胶囊的简略新药申请（"ANDA"， 即美国仿制药申请）已获得批准。 ...

Core Viewpoint - Shanghai Pharmaceuticals has received FDA approval for its abbreviated new drug application (ANDA) for doxycycline capsules, indicating a significant milestone for the company in the U.S. market [1] Company Summary - Shanghai Pharmaceuticals' subsidiary, Changzhou Pharmaceutical Factory, is the entity that received the FDA notification regarding the approval [1] - The approved doxycycline capsules contain two types of microcapsules: 30mg immediate-release and 10mg delayed-release, targeting inflammatory lesions in adult patients with rosacea [1]

Core Viewpoint - Shanghai Pharmaceuticals (02607.HK) announced a significant equity adjustment involving its actual controller, the Shanghai State-owned Assets Supervision and Administration Commission, which will transfer all shares of Shanghai Industrial (Group) Co., Ltd. to Jinzhong International Holdings Limited [1] Group 1 - Following the equity adjustment, the shareholding of Shanghai Industrial (Group) Co., Ltd. in the company will increase from 25.303% to 38.487% [1] - The equity adjustment will not result in a change of the company's controlling shareholder or actual controller, which will remain the Shanghai State-owned Assets Supervision and Administration Commission [1]

多西环素胶囊(40mg)，内含两种类型的多西环素微丸(30mg速释微丸和10mg迟释微丸),主要用于成人患 者的玫瑰痤疮(红斑痤疮)的炎症性病变(丘疹和脓疱)。原研由GALDERMA LABORATORIES LP研发， 于2006年在美国上市。2024年09月，常州制药厂就该药品向美国FDA提出ANDA申请，并于近日获得批 准上市。截至本公告日，公司针对该药品已投入研发费用约人民币1,083.33万元。 上海医药（601607）(02607)发布公告，近日，上海医药集团股份有限公司(以下简称"上海医药"或"公 司")下属常州制药厂有限公司(以下简称"常州制药厂")收到美国食品药品监督管理局(以下简称"美国 FDA")的通知，其关于多西环素胶囊(基本情况详阅正文，以下简称"该药品")的简略新药申请 ("ANDA"，即美国仿制药申请)已获得批准。 ...

多西环素胶囊(40mg)，内含两种类型的多西环素微丸(30mg 速释微丸和 10mg 迟释微丸),主要用于成人 患者的玫瑰痤疮(红斑痤疮)的炎症性病变(丘疹和脓疱)。原研由 GALDERMA LABORATORIES LP 研 发，于 2006 年在美国上市。2024 年 09 月，常州制药厂就该药品向美国 FDA 提出 ANDA 申请，并于 近日获得批准上市。截至本公告日，公司针对该药品已投入研发费用约人民币 1,083.33 万元。 智通财经APP讯，上海医药(02607)发布公告，近日，上海医药集团股份有限公司(以下简称"上海医 药"或"公司")下属常州制药厂有限公司(以下简称"常州制药厂") 收到美国食品药品监督管理局(以下简 称"美国 FDA")的通知，其关于多西环素胶囊(基本情况详阅正文，以下简称"该药品")的简略新药申请 ("ANDA"，即美国仿制药申请)已获得批准。 ...