此次交易金额：Zenas将向公司支付1亿美元的首付款和近期里程碑付款，包括预计在2026年实现里程碑 时支付的现金，以及授予公司700万普通股股票，包括预计在2026年初实现里程碑时发行的股票。本次 交易首付款及近期里程碑付款，潜在的研发及注册里程碑付款，以及潜在的商业化里程碑付款总额合计 超过20亿美元。此外，本公司有权按许可产品年度净销售额收取最高达高百分之十几的分层特许权使用 费。 诺诚健华(688428.SH)发布公告，公司全资子公司InnoCare Pharma Inc.与ZenasBioPharma,Inc.(以下简 称"Zenas")签署授权许可协议，将具有自主知识产权的产品奥布替尼及2项临床前资产有偿许可给 Zenas，使其可以开发、生产、商业化或以其他方式利用该等产品。 ...

Core Viewpoint - InnoCare Pharma Inc., a wholly-owned subsidiary of Innovent Biologics, has signed a licensing agreement with Zenas BioPharma, allowing Zenas to develop, produce, and commercialize the product Orelabrutinib and two preclinical assets, which is expected to accelerate the global development and commercialization of these products [1] Group 1: Licensing Agreement Details - The agreement includes an upfront payment of $100 million and 7 million shares of common stock, with potential milestone payments exceeding $2 billion [1] - The company is entitled to receive tiered royalties of up to a high double-digit percentage based on the annual net sales of the licensed products [1] - The agreement is effective from the date of signing and will last until the expiration of the sales license for the licensed products [1] Group 2: Product Information - Orelabrutinib (also known as Ibrutinib) is a late-stage clinical product that is a highly CNS-penetrant, selective, irreversible oral small molecule BTK inhibitor with potential best-in-class advantages [1] - The licensing agreement is expected to have a positive impact on the company's future performance [1]

Core Viewpoint - InnoCare Pharma Inc. has entered into an exclusive licensing and subscription agreement with Zenas BioPharma, granting Zenas rights to develop, manufacture, and commercialize certain products, including the BTK inhibitor Orelabrutinib for multiple sclerosis and other preclinical assets [1][2]. Group 1: Licensing Agreement Details - The agreement allows Zenas exclusive rights to develop and commercialize Orelabrutinib for multiple sclerosis globally, while InnoCare retains rights in oncology and certain regions for non-oncology applications [1]. - Zenas will pay InnoCare up to $100 million in upfront and milestone payments, along with issuing up to 7 million shares of Zenas common stock [2]. - The total potential value of the transaction exceeds $2 billion, including tiered royalties based on annual net sales of the licensed products [2]. Group 2: Product Development and Clinical Trials - Orelabrutinib is a late-stage clinical candidate with potential best-in-class advantages, currently undergoing Phase III trials for primary progressive multiple sclerosis (PPMS) and secondary progressive multiple sclerosis (SPMS) [3]. - InnoCare has completed patient enrollment for a Phase III trial for immune thrombocytopenia (ITP) and plans to submit a new drug application in mid-2026 [3]. - Zenas aims to lead in the development and commercialization of transformative therapies for autoimmune diseases, leveraging an experienced leadership team and a robust product pipeline [3].

Core Viewpoint - InnoCare Pharma Inc. has entered into an exclusive licensing and subscription agreement with Zenas BioPharma, granting Zenas rights to develop, manufacture, and commercialize certain products, including the BTK inhibitor Orelabrutinib for multiple sclerosis and other indications outside of oncology in specified regions [1][2]. Group 1: Licensing Agreement Details - The agreement includes an upfront payment of up to $100 million and milestone payments, with a potential total value exceeding $2 billion [2]. - Zenas will also issue up to 7 million shares of common stock to InnoCare, contingent upon reaching specific milestones [2]. - InnoCare retains full rights in the oncology field globally and non-oncology rights in Greater China and Southeast Asia [1]. Group 2: Product Development and Clinical Trials - Orelabrutinib is a late-stage, orally administered BTK inhibitor with potential best-in-class advantages, currently in Phase III trials for primary progressive multiple sclerosis (PPMS) and secondary progressive multiple sclerosis (SPMS) [3]. - The Phase III trial for PPMS is set to start in Q3 2025, with the SPMS trial expected to begin in Q1 2026 [3]. - InnoCare has completed patient enrollment for a Phase III trial targeting immune thrombocytopenia (ITP) in China and plans to submit a new drug application in H1 2026 [3].

Core Viewpoint - InnoCare Pharma Inc., a wholly-owned subsidiary of the company, has entered into an exclusive licensing and subscription agreement with Zenas BioPharma, Inc. for the development, production, and commercialization of certain products, including the BTK inhibitor, Orelabrutinib, in multiple sclerosis and other indications [1][2] Group 1 - The licensing agreement grants Zenas exclusive rights to develop, produce, and commercialize Orelabrutinib in the global multiple sclerosis field and in non-oncology indications outside Greater China and Southeast Asia [1] - The company retains full rights in the global oncology field and rights in non-oncology indications within Greater China and Southeast Asia [1] - The agreement also covers two preclinical assets, with one being an oral IL-17AA/AF inhibitor and the other an oral brain-penetrant TYK2 inhibitor, with specific regional rights outlined [1] Group 2 - Zenas will pay InnoCare up to $100 million in upfront and milestone payments, including expected milestones to be reached by 2026, and will issue up to 7 million shares of Zenas common stock [2] - The total potential value of the transaction exceeds $2 billion, including development, regulatory, and commercial milestone payments [2] - The company is entitled to receive tiered royalties of up to the high teens percentage on the annual net sales of the licensed products [2]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 诺诚健华公告称，公司全资子公司InnoCarePharmaInc.与ZenasBioPharma,Inc.签署授权许可协议，将具有 自主知识产权的产品奥布替尼及2项临床前资产有偿许可给Zenas，使其可以开发、生产、商业化或以其 他方式利用该等产品。交易金额包括1亿美元首付款和700万普通股股票，以及潜在的研发及注册里程碑 付款，总额超过20亿美元。协议自双方签订之日起生效，持续到所许可产品的销售特许权期限结束为 止。该协议预计将加快奥布替尼及其他管线产品在全球范围内的开发和商业化进程，对公司未来业绩产 生积极影响。奥布替尼（宜诺凯®）为一款处于后期临床阶段、具有潜在同类最佳优势的高中枢神经系 统渗透性、选择性、不可逆口服小分子BTK抑制剂。 ...

| A | 股代码：688428 | A 股简称：诺诚健华 | 公告编号：2025-036 | | --- | --- | --- | --- | | 港股代码：09969 | | 港股简称：诺诚健华 | | 诺诚健华医药有限公司 关于子公司与 Zenas BioPharma, Inc.签署 授权许可协议的公告 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。 交易金额：Zenas 将向公司支付 1 亿美元的首付款和近期里程碑付款，包括 预计在 2026 年实现里程碑时支付的现金，以及授予公司 700 万普通股股票，包 括预计在 2026 年初实现里程碑时发行的股票。本次交易首付款及近期里程碑付 款，潜在的研发及注册里程碑付款，以及潜在的商业化里程碑付款总额合计超过 20 亿美元。此外，本公司有权按许可产品年度净销售额收取最高达高百分之十 几的分层特许权使用费。 1 协议生效条件及履行期限：许可协议自双方签订之日起生效。除非根据合同 约定提前终止（而若提前终止，在终止范围内的所有知识产权及许可将返还公司）， 该协议将持续到所 ...

Core Insights - Zenas BioPharma has entered a transformative license agreement with InnoCare Pharma for the global development and commercialization rights to orelabrutinib, a highly selective oral BTK inhibitor for Multiple Sclerosis (MS) [1][4][12] - Orelabrutinib is currently in Phase 3 trials for Primary Progressive MS (PPMS) and is expected to begin trials for Secondary Progressive MS (SPMS) in Q1 2026 [2][21] - Zenas has also secured rights to two additional promising molecules: an oral IL-17AA/AF inhibitor and a TYK2 inhibitor, both expected to enter Phase 1 trials in 2026 [1][4][9] Company Developments - Zenas announced a private placement financing of approximately $120 million to support its operations and clinical development [1][13][16] - The license agreement includes upfront and milestone payments to InnoCare totaling up to $100 million in cash and up to 7 million shares of Zenas common stock, with total potential payments exceeding $2 billion [10][11] - Zenas aims to leverage this collaboration to enhance its position as a fully integrated biopharmaceutical company focused on autoimmune diseases [4][5] Clinical Trials and Pipeline - The Phase 3 trial for PPMS has been initiated, while the SPMS trial is set to start in early 2026 [2][21] - Orelabrutinib has shown significant efficacy in previous Phase 2 trials for Relapsing-Remitting MS (RRMS), demonstrating sustained reductions in inflammatory activity [3][21] - Zenas is also advancing obexelimab, which is concluding Phase 3 development for IgG4-RD, and expects to report key trial results in late 2025 and early 2026 [6][8] Market Potential - Orelabrutinib is positioned as a potential blockbuster treatment for progressive forms of MS, addressing a significant unmet medical need [4][5] - The collaboration with InnoCare is expected to enhance Zenas's capabilities in drug development and commercialization, particularly in the global market for autoimmune therapeutics [5][6] Financial Overview - The private placement is expected to provide sufficient funds to support Zenas's operations into Q4 2026, with additional potential funding from milestone payments [16][14] - Zenas's strategic focus on developing a balanced portfolio of therapies aims to maximize clinical and commercial potential across multiple therapeutic areas [6][10]

公告显示，Zenas将向公司支付1亿美元的首付款和近期里程碑付款，包括预计在2026年实现里程碑时支 付的现金，以及授予公司700万普通股股票，包括预计在2026年初实现里程碑时发行的股票。本次交易 首付款及近期里程碑付款，潜在的研发及注册里程碑付款，以及潜在的商业化里程碑付款总额合计超过 20亿美元。此外，公司有权按许可产品年度净销售额收取最高达高百分之十几的分层特许权使用费。 北京商报讯（记者 丁宁）10月8日晚间，诺诚健华（688428）发布公告称，公司的全资子公司InnoCare Pharma Inc.与Zenas BioPharma, Inc.（以下简称"Zenas"）签署授权许可协议，将具有自主知识产权的产 品奥布替尼及2项临床前资产有偿许可给Zenas，使其可以开发、生产、商业化或以其他方式利用该等产 品。 ...

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 因依賴該等內容而引致的任何損失承擔任何責任。 （股份代號：9969） 內幕消息公告 與ZENAS BIOPHARMA達成全球戰略合作及許可協議 本公告乃由諾誠健華醫藥有限公司（「本公司」）根據香港聯合交易所有限公司 證券上市規則（「上市規則」）第13.09(2)(a)條及證券及期貨條例（香港法例第571章） 第XIVA部項下之內幕消息條文（定義見上市規則）而作出。 本公司董事會（「董事會」）欣然宣佈，本公司於美國註冊成立的全資附屬公司 InnoCare Pharma Inc. （「InnoCare」）已就奧布替尼及另外兩項臨床前資產（統稱「許 可產品」）的開發、生產及商業化與Zenas BioPharma, Inc.（「Zenas」；納斯達克代 碼：ZBIO）訂立獨佔許可協議及認購協議（單獨稱為「許可協議」及「認購協議」， 合稱為「協議」）。 – 1 – 根據許可協議條款，本公司已授予Zenas獨佔許可，用以開發、生產及商業化： InnoCare ...