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复星医药(02196) - 截至2025年12月31日之股份发行人的证券变动月报表

2025-12-31 08:37
致:香港交易及結算所有限公司 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12月31日 狀態: 新提交 公司名稱: 上海復星醫藥(集團)股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年12月31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) | 02196 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 551,940,500 | RMB | | 1 RMB | | 551,940,500 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 551,940,500 | RMB | | 1 RMB | | 551,940,50 ...
郭广昌新年感言:登高望远,向阳而行
Xin Lang Cai Jing· 2025-12-31 04:45
Core Insights - The company reflects on a year of significant achievements in the biopharmaceutical sector, highlighting the successful clinical use of its innovative drug, Revamin, and the approval of multiple CAR-T products, showcasing its commitment to addressing rare diseases and cancer treatment gaps [3][6][33] - Club Med has seen substantial growth, with global revenue projected to increase from €1.5 billion in 2015 to €2.1 billion in 2024, and operating profit has grown over five times, indicating strong market demand for innovative travel experiences [9][40] - The company emphasizes its focus on user-centered product development in the tourism sector, aiming to enhance family vacation experiences rather than merely creating tourist attractions [6][38] Biopharmaceutical Innovations - Revamin has been officially launched for clinical use, filling a treatment void for rare tumors in China [3][7] - The company has successfully developed and received approval for multiple innovative drugs, including the first CAR-T product for gastric cancer, which has been recognized as a breakthrough therapy [6][38] - Since 2019, the company has launched a total of 12 innovative drugs, demonstrating its ongoing commitment to patient care and treatment advancements [3][33] Tourism and Leisure Sector - Club Med's performance has reached new heights, with an increasing number of families prioritizing snow vacations, supported by the ongoing development of the "Super Mediterranean" project [6][38] - The company has introduced three core product lines in the tourism sector, focusing on user needs to enhance vacation experiences [6][38] - Atlantis in Sanya has solidified its leading position in the vacation market, with annual visitor numbers reaching 1.5 million [11][43] Globalization and Market Expansion - The company has achieved over 50% of its revenue from international markets, highlighting its successful globalization strategy [16][45] - The Portuguese insurance subsidiary has seen nearly 30% of its business come from international operations, contributing to a diversified revenue stream [16][45] - The company has established strategic partnerships, such as with Fakeeh Care Group in Saudi Arabia, to expand its CAR-T technology internationally [16][46] Cultural and Community Engagement - The company has actively engaged in cultural initiatives, such as the successful summer event at Yuyuan Garden, attracting over 7.5 million visitors, with a significant portion being young people [52] - The company has been recognized for its commitment to social responsibility, being included in the S&P Global Sustainability Yearbook for the second consecutive year [54] - Ongoing support for educational and healthcare initiatives, including donations to Fudan University Affiliated Hospital, reflects the company's dedication to community welfare [57]
上海复星医药(集团)股份有限公司关于控股子公司药品临床试验进展的公告
Shang Hai Zheng Quan Bao· 2025-12-30 19:51
Overview - Shanghai Fosun Pharmaceutical (Group) Co., Ltd. has announced the initiation of Phase I clinical trials for its integrated diagnostic and therapeutic nuclear medicine project SRT-007, targeting PSMA-positive metastatic castration-resistant prostate cancer in mainland China [2]. Drug Information and Research Status - The SRT-007 project includes two injectable radioactive drugs: Gallium [68Ga] PSMA-0057 for diagnosis and Lutetium [177Lu] PSMA-0057 for treatment [3]. - As of November 2025, the cumulative R&D investment for SRT-007 is approximately RMB 32.19 million (unaudited), which includes licensing fees [3]. - The only approved drug targeting the same receptor globally is NOVARTIS AG's Pluvicto, which reported global sales of USD 1.392 billion in 2024 [3].
逾14亿元收购绿谷医药控股权 复星医药详解投资逻辑与财务考量
Xin Lang Cai Jing· 2025-12-30 12:08
Core Viewpoint - Fosun Pharma plans to acquire controlling interest in Green Valley Pharmaceutical for over 1.4 billion yuan, focusing on the development of the Alzheimer's treatment drug, Ganluotena Capsules [1] Group 1: Acquisition Details - The acquisition will be executed through a combination of "old share transfer + subscription of new registered capital," with a total investment of 1.412 billion yuan [1] - Of the total investment, 1.269 billion yuan will be used for subscribing to new registered capital, primarily for clinical research and daily operations of Green Valley [1] - The remaining 143 million yuan will be used for acquiring old shares, indicating that over 1.2 billion yuan will directly support Green Valley's business development [1] Group 2: Product Focus - The core focus of this investment is on Ganluotena Capsules, which previously faced setbacks in international clinical trials [1] - The Phase III confirmatory clinical trial was terminated in 2022 due to multiple factors, including the COVID-19 pandemic, funding, and management issues [1] - Fosun Pharma aims to restart the international trials for this product following the acquisition [1] Group 3: Financial Impact - As of September 30, 2025, Green Valley's consolidated assets and liabilities are 806 million yuan and 795 million yuan, respectively, which have a limited impact on Fosun Pharma's overall asset and liability structure [2] - The financial impact of the acquisition is controllable, with expected manageable operating losses and capitalized costs for the confirmatory clinical research of Ganluotena Capsules [2] - Fosun Pharma has been focusing on optimizing its asset structure and cash flow, with over 2 billion yuan in signed disposal projects in the first eight months of 2025 [2] Group 4: Investor Confidence - Fosun Pharma is implementing clear growth targets and share buybacks to maintain investor confidence, aiming for nearly 20% annual growth in net profit and innovative drug revenue [2] - The company has repurchased 14.23 million A-shares for approximately 348 million yuan and 3.41 million H-shares for about 47.84 million HKD to bolster market confidence [2]
复星医药(02196.HK)控股子公司成都星睿菁烜生物科技就诊疗一体化核药项目SRT-007启动Ⅰ期临床试验
Ge Long Hui· 2025-12-30 11:37
Core Viewpoint - Fosun Pharma has initiated Phase I clinical trials for its integrated diagnostic and therapeutic nuclear medicine project SRT-007 in mainland China, targeting PSMA-positive metastatic castration-resistant prostate cancer [1] Group 1: Project Details - The SRT-007 project includes two injectable radioactive drugs: Gallium [68Ga] PSMA-0057 for diagnosis and Lutetium [177Lu] PSMA-0057 for treatment [1] - The total R&D investment for SRT-007 is approximately RMB 32.19 million (unaudited), including licensing fees, expected to be accumulated by November 2025 [1] Group 2: Market Context - As of the announcement date, the only approved radioactive drug targeting the same site globally is Pluvicto by Novartis AG, which is projected to generate global sales of USD 1.392 billion in 2024 [1]
复星医药控股子公司就诊疗一体化核药项目SRT-007 于中国境内启动Ⅰ期临床试验
Zhi Tong Cai Jing· 2025-12-30 11:37
Core Viewpoint - Fosun Pharma (600196)(02196) has initiated Phase I clinical trials for its integrated nuclear medicine project SRT-007 in mainland China, targeting the diagnosis and treatment of PSMA-positive metastatic castration-resistant prostate cancer [1] Group 1 - The project SRT-007 is developed by Chengdu Xingrui Jingxuan Biotechnology Co., Ltd., a subsidiary of Fosun Pharma [1] - The clinical trial is specifically focused on patients with PSMA-positive metastatic castration-resistant prostate cancer [1]
复星医药(02196)控股子公司就诊疗一体化核药项目SRT-007 于中国境内启动Ⅰ期临床试验
智通财经网· 2025-12-30 11:35
Core Viewpoint - Fosun Pharma (02196) has initiated Phase I clinical trials for its integrated diagnostic and therapeutic nuclear medicine project SRT-007 in mainland China, targeting PSMA-positive metastatic castration-resistant prostate cancer [1] Group 1 - The project SRT-007 is developed by Chengdu Xingrui Jingxuan Biotechnology Co., Ltd., a subsidiary of Fosun Pharma [1] - The indication for SRT-007 is focused on the diagnosis and treatment of prostate cancer that is resistant to castration and has metastasized [1]
复星医药(02196) - 海外监管公告 - 关於控股子公司药品临床试验进展的公告

2025-12-30 11:22
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倚賴該等內容而引致的任何損 失承擔任何責任。 上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司 Shanghai Fosun Pharmaceutical (Group) Co., Ltd.* (於中華人民共和國註冊成立的股份有限公司) (股份代號:02196) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列上海復星醫藥(集團)股份有限公司(「本公司」)在上海證券交易所網站刊登的《關於 控股子公司藥品臨床試驗進展的公告》,僅供參閱。 於本公告日期,本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生、王可心先生及劉毅先生;本公 司之非執行董事為陳啟宇先生及潘東輝先生;本公司之獨立非執行董事為余梓山先生、王全弟先生、Chen Penghui先生及楊玉成先生;以及本公司職工董事為嚴佳女士。 * 僅供識別 证券代码:600196 股票简称:复星医药 编号:临 2025-206 承董事會命 上海復星醫 ...
复星医药核药项目SRT-007启动Ⅰ期临床试验
Bei Jing Shang Bao· 2025-12-30 10:21
Core Viewpoint - Fosun Pharma's subsidiary Chengdu Xingrui Jingxuan Biotechnology Co., Ltd. has initiated Phase I clinical trials for the integrated diagnostic and therapeutic nuclear medicine project SRT-007 in mainland China, targeting PSMA-positive metastatic castration-resistant prostate cancer [1] Group 1: Project Details - The SRT-007 project includes two injectable solutions: Gallium [68Ga] PSMA-0057 for diagnosis and Lutetium [177Lu] PSMA-0057 for treatment [1] - Gallium [68Ga] PSMA-0057 is a radioactive drug used for diagnostic purposes, while Lutetium [177Lu] PSMA-0057 is intended for therapeutic use [1]
复星医药(600196.SH):子公司就诊疗一体化核药项目SRT-007启动Ⅰ期临床试验
Ge Long Hui A P P· 2025-12-30 10:00
诊疗一体化核药项目SRT-007包括镓[68Ga]PSMA-0057(诊断)和镥[177Lu]PSMA-0057(治疗)两个注 射液;其中,镓[68Ga]PSMA-0057注射液为诊断用放射性药物、镥[177Lu]PSMA-0057注射液为治疗用 放射性药物。 格隆汇12月30日丨复星医药(600196.SH)公布,公司控股子公司成都星睿菁烜生物科技有限公司就诊疗 一体化核药项目SRT-007于中国境内(不包括港澳台地区,下同)启动Ⅰ期临床试验,适应症为用于 PSMA阳性的转移性去势抵抗性前列腺癌的诊断和治疗。 ...