諾誠健華醫藥有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：9969） InnoCare Pharma Limited 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。 承董事會命 於本公告日期，董事會包括主席兼執行董事崔霽松博士；執行董事趙仁濱博士；非執行董事 施一公博士及謝榕剛先生；以及獨立非執行董事胡蘭女士、董丹丹博士及及管坤良教授。 諾誠健華醫藥有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將於 2025年8月19日（星期二）舉行董事會會議，藉以（其中包括）考慮並批准本公司 及其附屬公司截至2025年6月30日止六個月中期業績及其發佈。 諾誠健華醫藥有限公司 主席兼執行董事 崔霽松博士 香港，2025年8月5日 董事會召開日期 ...

Core Viewpoint - The company, Innovent Biologics (09969.HK), has announced that it will hold a board meeting on August 19, 2025, to consider and approve its interim results for the six months ending June 30, 2025 [1] Summary by Relevant Categories - **Company Announcement** - Innovent Biologics will hold a board meeting on August 19, 2025 [1] - The meeting will focus on considering and approving the interim results for the six months ending June 30, 2025 [1]

FF301 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: 2025年7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: 諾誠健華醫藥有限公司（於開曼群島註冊成立的有限公司） 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 09969 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,494,598,235 | | 1,686,000 | | 1,496,284,235 | | 增加 / 減少 (-) | | | | | | | | | 本月底結存 | | | 1,494,598,235 | | 1,686,000 | | 1,496,28 ...

（股份代號：9969） 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。 InnoCare Pharma Limited 諾誠健華醫藥有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） 諾誠健華醫藥有限公司 主席兼執行董事 崔霽松博士 香港，2025年8月5日 董事會召開日期 於本公告日期，董事會包括主席兼執行董事崔霽松博士；執行董事趙仁濱博士；非執行董事 施一公博士及謝榕剛先生；以及獨立非執行董事胡蘭女士、董丹丹博士及及管坤良教授。 諾誠健華醫藥有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將於 2025年8月19日（星期二）舉行董事會會議，藉以（其中包括）考慮並批准本公司 及其附屬公司截至2025年6月30日止六個月中期業績及其發佈。 承董事會命 ...

（文章来源：每日经济新闻） 每经AI快讯，港股创新药板块继续走强，亚盛医药-B涨逾10%，康诺亚-B、乐普生物-B涨逾7%，诺诚 健华、信达生物涨超5%。 ...

Group 1 - The Hong Kong biotechnology stocks collectively rose, with notable increases in several companies' stock prices [1][2] - Beihai Kangcheng-B saw a rise of nearly 19%, while other companies like Gilead Sciences-B and Ascentage Pharma-B also experienced significant gains of over 15% and 9% respectively [1][2] - The overall trend indicates a positive sentiment in the biotechnology sector, with multiple companies achieving gains of over 5% [1][2] Group 2 - Specific stock performance includes: Beihai Kangcheng-B at 18.99% increase, Gilead Sciences-B at 15.30%, and Ascentage Pharma-B at 9.48% [2] - The market capitalization of these companies varies significantly, with Gilead Sciences-B at approximately 11.477 billion and Ascentage Pharma-B at about 29.86 billion [2] - Other notable performers include Jiahua Bio-B and Beikang Medical-B, both showing increases of over 7% [1][2]

Group 1 - The core viewpoint of the article highlights the resurgence of the innovative drug sector, with significant stock price increases for companies like Weikang Pharmaceutical and Yuekang Pharmaceutical, indicating a positive market sentiment [1] - The pharmaceutical sector is experiencing a shift in policy attitudes, with optimization of centralized procurement rules, which is expected to benefit the industry [1] - After years of R&D investment, the pharmaceutical pipeline is entering a harvest phase, and there is an accelerating trend of overseas business development (BD) in the industry, showcasing the global competitiveness of China's innovative drugs [1] Group 2 - Zhongyin Securities suggests focusing on companies that are entering the realization or volume expansion phase, particularly those with overseas capabilities, such as Innovent Biologics, CanSino Biologics, and Eucure Biopharma [1] - The upcoming 2024 national medical insurance negotiations are anticipated to further impact the innovative drug field positively, creating opportunities for valuation reconstruction in the pharmaceutical sector [1]

Group 1 - The overall market has seen significant growth in 2023, with 23 funds achieving over 100% returns year-to-date, predominantly in the pharmaceutical sector [1][3] - Among these, 17 funds are focused on innovative drugs, making up over 70% of the "doubling funds," with the top performers including 汇添富香港优势精选混合 (QDII) C at 139.12% [4][6] - Over the past year, a total of 134 funds have doubled their returns, with the top fund, 中信建投北交所两年定开混合 A, achieving a remarkable 207.48% return [4][5] Group 2 - The pharmaceutical sector remains a focal point for investment, with analysts optimistic about the innovative drug market and its potential for continued growth [6][7] - Key stocks in high-performing funds include 三生制药 and 科伦博泰生物-B, which have seen substantial price increases of 428.9% and 138% respectively [6][7] - The outlook for the third quarter suggests ongoing opportunities in the innovative drug space, driven by global collaborations and significant clinical data releases [6][7]

Group 1 - The global market for Multiple Sclerosis (MS) products is approximately $20 billion, with a significant focus on Relapsing Multiple Sclerosis (RMS) treatments [1][2] - The existing approved products primarily target RMS, while there is a notable unmet clinical need in the Progressive Multiple Sclerosis (PMS) area, with only one product, Ocrelizumab, approved for Primary Progressive Multiple Sclerosis (PPMS) [2][3] - The patient base for MS is substantial, with projections indicating that the number of MS patients globally will reach 3.71 million by 2030 [1] Group 2 - BTK inhibitors are expected to address the treatment gap in PMS, with their ability to penetrate the blood-brain barrier and modulate key immune cells [3] - Sanofi's Tolebrutinib and Roche's Fenebrutinib are anticipated to release Phase III clinical trial data in the second half of 2025, which could enhance the value of BTK inhibitors in PMS [3][4] - Tolebrutinib has received priority review from the FDA for the treatment of non-relapsing Secondary Progressive Multiple Sclerosis (nrSPMS), with a PDUFA date set for September 28, 2025 [4]

Core Insights - The report maintains a positive outlook on small molecule drug conjugates (SMDCs) and related companies, highlighting their potential in cancer treatment due to their ability to enhance efficacy while reducing toxicity [1][5][17] - The report emphasizes the clinical advantages of SMDCs, including better tumor penetration, reduced toxicity to normal cells, and easier control over synthesis and costs compared to antibody-drug conjugates (ADCs) [5][11][12] - The report identifies domestic biopharmaceutical companies, particularly Affinivax, as leaders in the SMDC space, showcasing significant advancements in innovative cancer drug development [5][12][17] Industry Overview - The pharmaceutical and biotechnology sector has shown a relative price-to-earnings (P/E) ratio of 51.14 as of July 25, 2025, which is significantly higher than its historical low of 24.38, indicating a premium valuation compared to the broader market [19] - The report notes that the healthcare sector's valuation is 279% higher than the Shanghai Composite Index, reflecting strong investor interest and confidence in the industry [19] - Recent market performance indicates a 1.90% increase in the pharmaceutical and biotechnology sector from July 21 to July 25, 2025, ranking it 16th among 27 sub-industries [26][29] Company Focus - The report suggests monitoring companies involved in the SMDC space, including Affinivax, and those collaborating with them, such as Innovent Biologics and others, which are expected to benefit from the growing interest in innovative cancer therapies [5][17][18] - Specific companies highlighted for their innovative drug development capabilities include Innovent Biologics, Shunyi Pharmaceutical, and others, which are positioned to capitalize on the advancements in SMDC technology [5][18]