A 股代码：688235 A 股简称：百济神州 公告编号：2025-026 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 关于签订咨询协议暨关联交易的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 二、本次交易进展情况 2025 年 5 月 27 日，公司的全资子公司 BeOne Medicines USA, Inc.与王博士 重新签订新协议，就本次交易重新作出约定。新协议与原协议的重要条款与条 件基本相同。前述事宜已经公司董事会审议通过，关联董事王博士回避表决， 该等事宜属于董事会决策权限范围，无需提交公司股东大会审议。 新协议的主要内容如下： （一）协议主体 公司：BeOne Medicines USA, Inc. 重要内容提示： 1、2023 年 12 月 7 日（北京时间），百济神州有限公司（以下简称"公 司"）与 Xiaodong Wang（王晓东）博士（以下简称"王博士"）订立咨询协 议（以下简称"原协议"），就王博士提供咨询服务事宜（以下简称"本次交 易"）作出约定。 ...

美国证券交易委员会 华盛顿特区 20549 _____________________ 8-K12G3 表格 ______________________ 根据 1934 年证券交易法 第 13 或 15（d）条规定提交的 临时报告 报告日期（所报告最早事件之日期）：2025 年 5 月 27 日 百济神州有限公司 BEONE MEDICINES LTD. （注册人章程中列明的注册人准确名称） | 瑞 | | --- | （注册地所在州或其他司法管辖区） （委员会档案编号） （国税局雇主识别号） 瑞士 001-37686 98-1209416 c/o BeOne Medicines I GmbH Aeschengraben 27, 21st Floor Basel, Switzerland （主要办事处地址） 4051 （邮政编码） +41-616851900 （注册人电话号码，包括区号） BeiGene, Ltd. c/o Mourant Governance Services (Cayman) Limited 94 Solaris Avenue, Camana Bay Grand Cayman Cayma ...

A股代码：688235 A股简称：百济神州 公告编号：2025-025 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 关于公司注册地变更相关事项的进展公告 2、自存续注册生效日起，公司适用根据瑞士法律制定的公司章程 （以下简称"瑞士章程"），同时本公司的英文名称（记载于瑞士章 程）变更为 BeOne Medicines Ltd.，本公司的中文名称保持不变。 3、自存续注册生效日起，瑞士的 Ernst & Young AG 担任公司的瑞 士法定审计师，任期直至公司存续注册完成后的第一届年度股东大会 召开之日止。安永华明会计师事务所（特殊普通合伙）将继续担任公 司的 A 股审计机构。 一、存续注册及其相关事项的具体情况 1 经公司2025年第一次临时股东大会（股东特别大会）审议批准， 公司股东同意本公司在瑞士进行存续注册，并自存续注册生效日起适 用瑞士章程以及选聘Ernst & Young AG担任公司的瑞士法定审计师，具 体参见公司于2025年3月11日披露的《百济神州有限公司2025年第一次 临时股东大会（股东特别大会）会议资料》以及于2025年4月29日披露 的《百济神州有限 ...

Market Overview - The market experienced fluctuations in the early session, with the ChiNext Index leading the decline. The focus of the market was primarily on the consumer and pharmaceutical sectors [1] ETF Performance - Several ETFs related to innovative drugs saw significant gains, with the Hong Kong Stock Connect Innovative Drug ETF (159570) rising by 2.61% and the Hong Kong Innovative Drug ETF (159567) increasing by 2.22% [2] - The Hong Kong Innovative Drug ETF (513120) also rose over 2%, with a total scale of 95.23 billion, tracking the CSI Hong Kong Innovative Drug Index [5] Investment Logic - The innovative drug industry in China is expected to reach a turning point by 2025, shifting from capital-driven to profit-driven trends, presenting opportunities for both performance and valuation recovery [2] - A new round of technological advancements is anticipated to propel domestic innovative drugs into a new development phase [2] Key Stocks in Innovative Drug Sector - Notable companies in the innovative drug sector include: - Innovent Biologics (信达生物) with a market cap of 885.89 million - BeiGene (百济神州) with a market cap of 2,034.42 million - WuXi Biologics (药明生物) with a market cap of 938.65 million - Other significant players include CanSino Biologics (康方生物), China Biologic Products (中国生物制药), and Hengrui Medicine (翰森制药) [3][6][7] Index Composition - The CSI Hong Kong Innovative Drug Index selects up to 50 listed companies involved in innovative drug research and development, reflecting the overall performance of the innovative drug sector in the Hong Kong market [5][6]

Policy Developments - The National Medical Products Administration (NMPA) has announced the implementation of the "Quality Management Standards for Online Sales of Medical Devices," effective from October 1, 2025. Regulatory authorities are required to guide online sellers and e-commerce platforms in conducting internal training and assessments related to quality management systems, product information display, and risk monitoring [2]. Drug and Device Approvals - BeiGene announced positive results from the Phase 2 clinical trial (DeLLphi-307) of tarlatamab for treating extensive-stage small cell lung cancer (ES-SCLC) patients in China, with detailed data to be presented at an upcoming medical conference [4]. Capital Market Activities - Shanghai BoYin Biotechnology Co., Ltd. has completed a multi-million angel round financing, led by Zhangjiang Life and Health Industry Incubation Angel Fund, with funds aimed at advancing the company's product pipeline and early clinical validation of its first product [7]. Industry Developments - Yuheng Pharmaceutical has signed a co-promotion agreement with Xinghe Pharmaceutical for Pemafibrate, a novel selective PPARα modulator, which will take effect on June 1, 2025. This agreement is expected to enhance Yuheng's product pipeline and potential profit growth, although it will face competition from established products [9]. Shareholder Activities - Chengdu XianDao announced that shareholder Anji Dongfang Jiayu Enterprise Management Partnership reduced its stake by 1 million shares, decreasing its ownership from 6.2% to 5.95% [12]. - BioVeda China RMB Investment Limited plans to reduce its stake in AoJing Medical by up to 135,550 shares, having already reduced its holdings by 34,510 shares, representing 0.25% of the total shares [13].

Group 1 - The core point of the article highlights the performance and holdings of the Industrial Bank's Frontier Medical Stock A fund, which has a recent net value of 2.9540 yuan, reflecting a decline of 1.86% [1] - The fund's one-month return is 4.79%, ranking 62 out of 864 in its category; the three-month return is 9.08%, ranking 51 out of 853; and the year-to-date return is 12.28%, ranking 93 out of 850 [1] - The top ten holdings of the fund account for a total of 59.05%, with significant positions in companies such as Heng Rui Pharmaceutical (10.11%), Kelun Pharmaceutical (8.01%), and WuXi AppTec (7.72%) [1] Group 2 - The Industrial Bank's Frontier Medical Stock A fund was established on February 3, 2016, and as of March 31, 2025, it has a total scale of 9.081 billion yuan [1] - Zhao Bei serves as the fund manager and has extensive experience in the healthcare sector, having held various positions since joining Industrial Bank in 2010 [2]

Core Viewpoint - The article discusses the performance and holdings of the Industrial and Commercial Bank of China Medical Healthcare Stock Fund, highlighting its recent net value, returns, and top holdings [1]. Fund Performance - The latest net value of the ICBC Medical Healthcare Stock Fund is 2.5580 yuan, reflecting a decrease of 1.16% - The fund's return over the past month is 3.52%, ranking 172 out of 940 in its category - Over the last six months, the return is 9.79%, with a ranking of 202 out of 914 - Year-to-date, the return stands at 12.24%, ranking 98 out of 926 [1]. Fund Holdings - The top ten holdings of the ICBC Medical Healthcare Stock Fund account for a total of 39.79%, with the following key positions: - Heng Rui Medicine: 8.90% - WuXi AppTec: 5.12% - Aier Eye Hospital: 4.94% - BeiGene: 3.77% - Zai Lab: 3.52% - New Horizon Health: 3.27% - Mindray Medical: 2.80% - Yuwell Medical: 2.76% - United Imaging Healthcare: 2.47% - Innovent Biologics: 2.24% [1]. Fund Management - The ICBC Medical Healthcare Stock Fund was established on November 18, 2014, and as of March 31, 2025, it has a total scale of 2.724 billion yuan - The fund is managed by Zhao Bei and Ding Yang, both of whom have extensive experience in the healthcare sector [1][2].

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，並明確表示概不就因本公告全部或任何部分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。 BeiGene, Ltd. 百濟神州有限公司 （於開曼群島註冊成立的有限公司） （股份代號：06160） 授出購股權及受限制股份單位 本公告乃根據上市規則第17.06A、17.06B以及17.06C條作出。於2025年5月21 日，董事會根據2016期權及激勵計劃的條款向九名獨立非執行董事授出可認購合 共15,750股美國存託股份的購股權及合共7,605股美國存託股份的受限制股份單 位。 2016期權及激勵計劃項下的購股權 於2025年5月21日，董事會授權根據2016期權及激勵計劃的條款向九名獨立非執 行董事授出可認購合共15,750股美國存託股份的購股權。 授出購股權詳情 購股權詳情如下： 1 授出日期： 2025年5月21日 已授出購股權涉及的 相關股份數目： 204,750 購股權總數（美國存託股份）: 15,750 因已授出購股權獲行使而 可予認購的新美國存託 股份總數： 15,750 授出的代 ...

Core Viewpoint - The recent developments in the innovative drug sector, particularly the record-breaking licensing deal and the upcoming ASCO conference, highlight the growing competitiveness and potential of Chinese pharmaceutical companies in the global market [4][5]. Group 1: Market Performance - The Hong Kong Innovative Drug ETF (159570) opened high but closed lower, experiencing a 1% pullback after four days of gains last week, with trading volume reaching 300 million, indicating strong liquidity [1]. - Major component stocks of the ETF mostly declined, with notable drops including a more than 4% decrease for 3SBio and over 3% for both WuXi AppTec and Rongchang Biopharmaceutical [2]. Group 2: Licensing Deal - A historic licensing agreement was reached where Pfizer will pay a $1.25 billion upfront fee to Chinese companies for the PD-1/VEGF dual antibody SSGJ-707, with potential total payments reaching $4.8 billion [4]. - This deal sets a new record for Chinese innovative drugs entering the international market and is expected to enhance market valuation expectations for the innovative drug sector [4]. Group 3: ASCO Conference Insights - The upcoming ASCO conference is anticipated to showcase the global competitiveness of Chinese pharmaceutical companies, with numerous clinical studies being presented [5]. - Key highlights include the performance of domestic drugs that have shown potential to outperform established treatments, such as the combination of Bemarituzumab and Anlotinib against Keytruda in NSCLC [5]. - CAR-T therapies are also making significant strides, with Kintor Pharmaceuticals presenting promising data for their CLDN18.2 CAR-T therapy [5]. Group 4: Innovative Drug ETF Characteristics - The Hong Kong Innovative Drug ETF (159570) has a high concentration in innovative drugs, with over 85% of its weight in this category, making it the highest among all pharmaceutical indices [6]. - The ETF features a low valuation, with a five-year price-to-sales ratio at the 48.5th percentile, indicating potential undervaluation in the innovative drug sector [6].

港股生物技术板块多股高开，昭衍新药(06127.HK)涨超4%，泰格医药(03347.HK)涨近3%，君实生物 (01877.HK)、百济神州(06160.HK)等跟涨。 ...