Core Viewpoint - The company held a half-year performance briefing on October 10, 2025, to address investor inquiries and discuss future strategies and product developments [1][2]. Group 1: Performance and Market Strategy - The company plans to invest several million yuan in evidence-based medical exploratory research to enhance the market penetration of its product, New活素 [2]. - New活素 has already reached nearly 7,000 medical institutions, and the company aims to strengthen partnerships with commercial companies to expand its coverage [2]. - The company is committed to ensuring the production of New活素 to meet market demand [2]. Group 2: Product Development and Sales - The product Zoliflodin, developed by晨泰, is the first drug targeting CNS metastasis in advanced non-small cell lung cancer and has shown significant results in clinical trials [3]. - Zoliflodin was commercialized in the first half of the year, but its revenue is not expected to significantly impact the company this year as it is still preparing for medical insurance negotiations [3]. Group 3: Investment and Innovation - The investment in锐正基因 aligns with the company's strategic transformation, aiming to leverage cutting-edge technology to enhance R&D capabilities and expand the product pipeline [4]. - The company plans to increase R&D investment and project acquisition to achieve both endogenous and exogenous growth, focusing on new media marketing and innovative drug development [4]. Group 4: International Expansion and Challenges - The company is evaluating regulatory requirements for New活素's registration in international markets and is preparing relevant materials for expansion [5]. - The strategic transformation poses challenges, including product selection and R&D progress, which the company plans to address by increasing R&D investment and enhancing team capabilities [5]. Group 5: Production Capacity and Sales Forecast - New活素's production capacity is currently sufficient to meet market demand, with an expected slight increase in sales compared to the previous year [6]. - The newly launched production lines for New活素 are anticipated to double output, ensuring future sales are not hindered by capacity constraints [6].

Group 1 - Tibet Pharmaceutical's Zolbetuximab has been officially commercialized in the first half of this year, focusing on advanced non-small cell lung cancer with CNS metastasis [1] - The product is the first EGFR TKI designed to penetrate the blood-brain barrier, achieving 100% permeability [1] - The company is preparing for medical insurance negotiations, but the expected revenue impact for this year is minimal [1] Group 2 - Jianerkang emphasizes the importance of accounts receivable management, with dedicated sales personnel responsible for tracking and collecting payments [2] - Performance evaluations for sales staff are strictly linked to payment collection [2] - The company has a risk control specialist who organizes monthly meetings to establish collection plans and follow up on key accounts [2] Group 3 - Tonghua Dongbao has completed the first patient dosing in the Phase II clinical trial for THDBH120, showing good safety and efficacy trends [3] - The company's insulin formulation is still in preclinical research, with future updates to be disclosed as per regulations [3] Group 4 - XinNuoWei is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and competitiveness [4] - The board has approved the proposal to seek shareholder authorization for the overseas listing [4] Group 5 - Bailitiheng has received clinical trial approval for its innovative drug BL-ARC001, aimed at treating advanced solid tumors [5] - BL-ARC001 is the company's first class I innovative drug in the antibody-radiolabeled conjugate field, with potential first-in-class status [5] - The drug is expected to offer better specificity and tumor accumulation compared to traditional radiolabeled drugs [5] Group 6 - Nocare and Zenas have reached a licensing agreement for three autoimmune pipeline products, with a potential total transaction value exceeding $2 billion [6][7] - Zenas will pay up to $100 million in upfront and milestone payments, along with issuing shares to Nocare [7] - Nocare retains global rights for the oncology application of the licensed products while granting Zenas exclusive rights in specific regions [7]

证券简称：西藏药业 证券代码：600211 编号：2025-037 （1）公司计划投资数千万元用于新活素循证医学探索性研究； （2）持续做好学术推广工作； 西藏诺迪康药业股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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、准确性和完整性承担法律责任。 本公司于 2025 年 10 月 10 日（星期五）15:00-16:00 在上海证券交易所上证路演中心 （网址：http://roadshow.sseinfo.com/），以网络文字互动方式召开了公司 2025 年半年 度业绩说明会，现将召开情况公告如下： 一、业绩说明会召开情况 本公司于 2025 年 9 月 25 日在《中国证券报》《上海证券报》《证券时报》及上海证券 交易所网站（www.sse.com.cn）披露了《关于召开 2025 年半年度业绩说明会的公告》。2025 年 10 月 10 日 15:00—16:00，公司董事长陈达彬先生、总经理郭远东先生、副总经理兼董 秘刘岚女士、财务总监陈俊先生、独立董事张宇先生出席了本次业绩说明会，并 ...

Core Viewpoint - The management of Tibet Pharmaceutical held a performance briefing for the first half of 2025, highlighting the commercialization of the drug Zolbetuximab by its subsidiary, Chentai Pharmaceutical, which is specifically designed for advanced non-small cell lung cancer with CNS metastasis [1] Group 1: Product Overview - Zolbetuximab is the world's first drug targeting advanced non-small cell lung cancer (NSCLC) with CNS metastasis, achieving significant results in clinical trials [1] - It is the only EGFR tyrosine kinase inhibitor (EGFR-TKI) designed with a non-blood-brain barrier efflux protein substrate, demonstrating a 100% ability to penetrate the blood-brain barrier [1] Group 2: Commercialization and Financial Impact - Zolbetuximab was officially commercialized in the first half of this year, and preparations for medical insurance negotiations are underway [1] - The expected revenue from Zolbetuximab this year is not anticipated to have a significant impact on the company's overall financial performance [1]

Core Viewpoint - The innovative drug concept has seen a significant surge in the market, with several companies experiencing notable stock price increases [1] Group 1: Company Performance - Changchun High-tech has risen over 8% [1] - Xinghao Pharmaceutical and Wanbangde have both increased by over 5% [1] - Other companies such as Tibet Pharmaceutical, Rongchang Bio, Xinlitai, Guangsheng Tang, and Nuocheng Jianhua have also shown upward movement in their stock prices [1]

9月30日，锐正基因（苏州）有限公司宣布完成总额为7500万美元的A轮融资，并与A轮融资投资方西藏 药业（600211.SH）与康哲药业（867.HK）启动全面战略合作。 ...

Core Viewpoint - Tibet Pharmaceutical is focusing on transformation and innovation, aligning with national policies and aiming for high-quality growth through increased R&D investment and strategic partnerships [1][2]. Group 1: Company Strategy and Growth - The company plans to invest $60 million in Accuredit Therapeutics Limited, acquiring a 40.82% stake, which is seen as a strategic move to enhance its innovation capabilities [1]. - Tibet Pharmaceutical has achieved significant growth over the past decade, with revenue increasing from 521 million to 2.807 billion yuan, representing a compound annual growth rate (CAGR) of 18.34%, and net profit rising from 92 million to 1.051 billion yuan, with a CAGR of 27.63% [2]. - The company aims to stabilize its core product "Xinhua Su" while exploring new growth opportunities through product rebranding and enhanced marketing strategies [3]. Group 2: Market Challenges and Opportunities - In 2024, the company experienced a revenue decline of 10.45%, raising concerns about its ability to maintain high growth rates, despite a 9.45% increase in net profit [3]. - The company is addressing its reliance on single products and insufficient R&D investment by pursuing mergers and acquisitions, particularly in the gene editing sector [3][4]. Group 3: Acquisition and Innovation - The acquisition of Accuredit Therapeutics is part of Tibet Pharmaceutical's strategy to enter the gene editing market, which is expected to drive innovation and growth [4][5]. - Accuredit Therapeutics focuses on developing gene editing drugs and has a strong team with experience in biopharmaceuticals, which aligns with Tibet Pharmaceutical's goals [5]. - The CEO of Accuredit, Wang Yongzhong, has a robust background in the biopharmaceutical industry, which could enhance the company's international expansion efforts [5]. Group 4: Safety and Regulatory Considerations - Gene editing technology is characterized by irreversible effects, making safety a primary concern, with clinical data required to validate its safety over 2 to 5 years [6]. - The company is working on improving safety through reversible gene editing techniques and off-target detection methods [6].

西藏药业办公楼 本报记者 吴科任 摄 ...

Core Viewpoint - Tibet Pharmaceutical is focusing on transformation and innovation, aligning with national policies, particularly in the field of innovative drugs and gene editing technology [1][3]. Group 1: Investment and Strategic Direction - Tibet Pharmaceutical plans to invest $60 million in Accuredit Therapeutics Limited, acquiring a 40.82% stake, which has been approved by the company's shareholders [1]. - The company aims to enhance its growth through both internal and external strategies, emphasizing R&D investment and project acquisition to drive sustainable development [1][2]. Group 2: Financial Performance - Over the past decade, Tibet Pharmaceutical's revenue increased from 521 million to 2.807 billion, with a compound annual growth rate (CAGR) of 18.34%, while net profit rose from 92 million to 1.051 billion, with a CAGR of 27.63% [2]. - However, in 2024, the company experienced a revenue decline of 10.45%, raising concerns about its growth sustainability, despite a 9.45% increase in net profit [2]. Group 3: Growth Strategy - To achieve sustained growth, the company must establish a second growth curve focusing on internal growth through product enhancement and external growth via R&D and acquisitions [3]. - The acquisition of Accuredit Therapeutics is seen as a critical step in the company's innovation journey, aligning with its transformation strategy [3][4]. Group 4: Gene Editing Focus - Accuredit Therapeutics, established in 2021, specializes in developing non-viral vector-based gene editing drugs and has a comprehensive technology platform [4]. - The company is currently conducting clinical trials for its lead product, ART001, which has received IND approval in both China and the U.S. [4][5]. Group 5: Safety and Market Considerations - Gene editing technology is characterized by irreversible effects, making safety a primary concern, with a typical waiting period of 2 to 5 years for clinical data to confirm safety [5]. - The company is enhancing safety through reversible gene technology and off-target detection methods [5].

证券代码：600211 证券简称：西藏药业 公告编号：2025-036 西藏诺迪康药业股份有限公司 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、准确性和完整性承担法律责任。 二、说明会召开的时间、地点、方式 重要内容提示： ●会议召开时间：2025 年 10 月 10 日 15:00-16:00 召开时间：2025 年 10 月 10 日（星期五）15:00-16:00 ●会议召开方式：本次业绩说明会将采用网络方式举行 ●投资者可于 2025 年 10 月 9 日（星期四）前将相关问题通过电子邮件的形式发送至邮 箱：chenxu@xzyy.cn，本公司将在 2025 年半年度业绩说明会上对投资者普遍关注的问题进行 回答。 本公司已于 2025 年 8 月 16 日在《中国证券报》《上海证券报》《证券时报》及上海证券 交易所网站（www.sse.com.cn）披露公司 2025 年半年度报告，为便于广大投资者更全面深入 了解公司 2025 年半年度的经营成果、财务状况，公司计划于 2025 年 10 月 10 日 15:00-16:00 召开 2025 ...