此次获药品审评中心受理的药物HEC-648注射液，是一款靶向尼帕病毒G蛋白的全人源单克隆抗体，该 药物源自中国科学院武汉病毒研究所的科研成果。2023年底，集团与中国科学院武汉病毒所签订合作协 议，将其开发成为1类创新药物。该药物在动物模型试验中显示出100%的预防性死亡保护率以及超过 80%的治疗性死亡保护率，为中国首款且唯一进入临床注册阶段的针对尼帕病毒研发的特效药物，作为 靶向尼帕病毒G蛋白的单克隆抗体，相比传统抗病毒感染药物，该抗体作用机制精准，尤其适配尼帕病 毒感染的暴露后预防与救治。 格隆汇2月24日丨东阳光药(06887.HK)发布公告，2026年2月24日，中国国家药品监督管理局药品审评中 心("药品审评中心")正式受理集团提交的靶向尼帕病毒G蛋白的单克隆抗体新药HEC-648注射液临床试 验申请，预计将于2026年正式启动I期临床研究。 ...

智通财经APP讯，东阳光药(06887)发布公告，2026年2月24日，中国国家药品监督管理局药品审评中心 ("药品审评中心")正式受理本集团提交的靶向尼帕病毒G蛋白的单克隆抗体新药HEC-648注射液临床试 验申请，预计将于2026年正式启动I期临床研究。 本集团秉持"科学创制新药，品质健康生活"的使命，立项研发尼帕病毒抗体药物作为战略储备，既是布 局新发突发传染病防控、践行行业价值，也是助力国家筑牢生物安全与公共卫生防线、服务"一体化健 康"战略、提升医药核心技术自主可控与全球公共卫生治理话语权的关键行动。 ...

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 或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 二 、尼帕病毒抗體藥物進展 廣 東 東 陽 光 藥 業 股 份 有 限 公 司 （在中華人民共和國註冊成立之股份有限公司） （股份代號：6887） SUNSHINE LAKE PHARMA CO., LTD. 自願性公告 靶向尼帕病毒G蛋白的單克隆抗體新藥HEC -648注射液 臨床試驗申請 獲中國國家藥品監督管理局受理 本 公 告 由 廣 東 東 陽 光 藥 業 股 份 有 限 公 司（ 連 同 其 附 屬 公 司 統 稱「 本 集 團 」）自 願 刊 發。 二零二六年二月二十四日，中國國家藥品監督管理局藥品審評中心（「藥品審評中 心」）正式 受 理本 集 團 提交 的 靶向 尼 帕病 毒 G 蛋白 的 單克 隆 抗體 新 藥HEC -648 注 射 液臨床試驗申請，預計將於二零二六年正式啟動I期臨床研究。 一 、尼帕病毒介紹 尼帕病毒 ...

经济观察网 基于公开信息，东阳光药（06887.HK）在2026年及近期有以下值得关注的事件动态，主要 涉及产品获批、研发进展及市场格局变化。以下内容整理自公开资料，事件时间线以最新公告为准。 近期受关注事件 仿制药市场准入与专利到期 富马酸伏诺拉生片（原研为武田制药的P-CAB药物）于2026年1月30日获批仿制并视同通过一致性评 价，为2026年8月29日专利到期后的市场放量做准备。目前国内已有39家企业获批该品种，专利到期后 可能面临价格竞争。 原研药份额在专利到期后可能快速下滑，仿制药价格下行压力凸显，市场对东阳光药长期盈利能力存在 分歧。 甘精胰岛素在美国市场的BLA批准预计在2026年上半年完成，门冬胰岛素也计划于2026年底获批，助力 国际化布局。 2026年1月，SGLT-2抑制剂奥洛格列淨胶囊获批上市，并与晶泰科技合作AI药物研发平台，形成短期催 化。 业务与技术发展 技术平台与战略合作 公司于2026年1月推出面向PROTAC机制的AI智能研发平台，整合临床管线数据，首个AI驱动小分子药 物HEC169584已进入临床I期。 通过海外BD合作加速国际化，如2024年11月与英国Apollo ...

Company Overview - Dongyang Sunshine Pharmaceutical (东阳光药) received approval for Fumaric Acid Vonoprazan Tablets on January 30, 2026, leading to stock price fluctuations influenced by product approval and market expectations regarding competition and profitability [1] - The company's core product, Oseltamivir Phosphate (可威), is expected to account for over 60% of revenue in the first half of 2025, but is projected to decline by 37.1% in 2024 due to procurement issues [4] Industry Analysis - The generic drug market is highly competitive, with 39 companies already approved for the same product and an additional 69 companies under review, indicating potential price wars and profit margin compression post-patent expiration [3] - Takeda Pharmaceutical currently holds a monopoly in the market, but its market share is expected to decline rapidly after the patent protection period ends on August 29, 2026, leading to downward pressure on generic drug prices [3] Financial Performance - The company's price-to-earnings ratio (TTM) is negative at -57.55, reflecting ongoing profitability challenges [4] - On February 12, during a stock price drop, trading volume surged to 20.49 million HKD, indicating increased market volatility and diverging opinions among investors [4] Market Trends - The biopharmaceutical sector has seen a decline, with the A-share biopharmaceutical index dropping by 3.52% over the past 20 days, while the Hong Kong Hang Seng Index fell by 1.72%, suggesting weak industry sentiment [5] - Over the last 20 trading days, southbound funds have seen a net reduction of 38,060 shares, indicating short-term pressure on capital [6]

Core Viewpoint - The report from Guolian Minsheng Securities highlights the synergistic effects of small nucleic acid drugs and GLP-1 class drugs in the weight loss sector, suggesting they could become a "golden duo" for weight management [1][4]. Group 1: Drug Efficacy and Development - Arrowhead has reported promising initial weight loss results from two small nucleic acid drugs targeting INHBE and ALK7, with ARO-INHBE showing an average fat reduction of 9.9% and liver fat reduction of up to 38.6%, alongside a 3.6% increase in lean tissue [1]. - ARO-ALK7 demonstrated a dose-dependent average reduction of ALK7 mRNA by 88%, confirming the TRiM platform's ability to inhibit fat cell gene expression [1]. - Wave Life's WVE-007 targeting liver INHBE showed a 9.4% reduction in visceral fat and a 4.5% overall fat reduction after three months, with a 3.2% increase in lean body mass [3]. Group 2: Market Trends and Collaborations - Major pharmaceutical companies are increasingly investing in small nucleic acid drugs, with Eli Lilly committing $1.2 billion in collaboration with Saint Inbiotech for RNAi candidate drug development for metabolic diseases [3]. - Eli Lilly also invested $1 billion in HAYA's lncRNA platform for obesity and related metabolic disease treatments, while Novo Nordisk partnered with Replicate Bioscience for a $550 million project targeting obesity and type 2 diabetes [3]. - The speed of Chinese pharmaceutical companies in developing small nucleic acid drugs for weight loss is nearly on par with international counterparts, with several companies like Hengrui Medicine and Innovent Biologics actively pursuing this area [5]. Group 3: Investment Recommendations - The report suggests focusing on companies involved in small nucleic acid weight loss targets, including Hengrui Medicine, Chengdu Xian Dao, China National Pharmaceutical Group, East China Pharmaceutical, and others [6].

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: 廣東東陽光藥業股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06887 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 112,712,832 | RMB | | 1 | RMB | | 112,712,832 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 112,712,832 | RMB | | 1 | RMB | | 112,712,832 | | 2. 股份分類 ...

Core Viewpoint - Dongyangguang Pharmaceutical (600673) has entered a significant strategic partnership with Crystal Technology Holdings, focusing on the integration of AI and robotics in drug development, aiming to enhance R&D capabilities and commercialize new drug pipelines [1] Group 1: Strategic Partnership - Dongyangguang Pharmaceutical and Crystal Technology Holdings signed a strategic cooperation agreement on January 26, marking a major step in embracing the "AI + Robotics" R&D paradigm [1] - The partnership aims to establish a joint venture that leverages Crystal Technology's AI and robotics drug development platform alongside Dongyangguang's extensive experience in multi-target R&D data and pipeline development [1] Group 2: Investment and Goals - Dongyangguang Pharmaceutical is expected to invest several hundred million yuan in this collaboration, with the goal of creating an industry-leading AI drug development engine [1] - The companies aim to build a "pipeline co-creation + technology win-win" multi-dimensional profit model, focusing on comprehensive cooperation in technology and new drug pipeline development [1]

Core Viewpoint - Dongyang Sunshine Pharmaceutical (06887) has signed a significant strategic cooperation agreement with Crystal Technology Holdings, marking a strategic leap towards embracing "AI + Robotics" in drug development [1] Group 1: Strategic Partnership - The collaboration aims to establish a joint venture that integrates Crystal Technology's AI + Robotics drug development platform with Dongyang Sunshine's extensive experience in multi-target research data and pipeline development [1] - The partnership will involve the creation of an AI + Robotics joint laboratory and the development of non-clinical drug models to address long-standing challenges in drug research [1] Group 2: Financial Commitment and Goals - Dongyang Sunshine is expected to invest several hundred million yuan in this collaboration, with the goal of building an industry-leading AI drug development engine and achieving technology export [1] - The companies aim to create a diversified profit model through "pipeline co-creation + technology co-win" [1]

Group 1 - Strategic partnership established between Dongyangguang Pharmaceutical (06887) and Shenzhen Jingtai Technology on January 26, 2026 [1] - Joint venture to create an AI-driven drug research and development platform, focusing on innovative drug development for autoimmune diseases [1] - Development of PB-PK predictive large model and promotion of Dongyangguang's proprietary "HEC-SynAI drug synthesis model" and "HEC-PharmAI formulation model" [1] Group 2 - Innovation in business model through the establishment of an AI supercomputing platform, creating a "Model as a Service" (MaaS) business model [1] - Dongyangguang Pharmaceutical has 150 approved drugs and over 100 drugs in research, including nearly 50 first-class innovative drugs, leading in patent numbers among domestic pharmaceutical companies from 2014 to 2023 [1] - As of the announcement date, a formal agreement has not yet been signed, indicating uncertainty in the partnership [1]