证券代码：600276 证券简称：恒瑞医药 公告编号：临 2025-141 江苏恒瑞医药股份有限公司 关于与 Braveheart Bio 签署 HRS-1893 项目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、准确性和完整性承担法律责任。 江苏恒瑞医药股份有限公司（以下简称"恒瑞"或"公司"）与美国 Braveheart Bio, Inc.（以下简称"Braveheart Bio"）达成协议，将具有自主知识产权的 1 类创新药 HRS-1893（以下简称"HRS-1893"）项目有偿许可给 Braveheart Bio。 一、许可产品基本信息 HRS-1893 是一种 Myosin 选择性抑制剂，可通过抑制心肌肌球蛋白三磷酸腺 苷（ATP）酶活性，从而抑制心肌过度收缩，减少左心室肥厚并改善舒张期松弛。 该药物目前正处于Ⅲ期临床开发阶段，用于治疗梗阻性肥厚型心肌病（oHCM）。 HRS-1893 其他相关情况可参见公司披露于上海证券交易所网站的《恒瑞医药关 于获得药物临床试验批准通知书的公告》（公告编号：临 2025-105）。 二 ...

格隆汇9月5日｜恒瑞医药早间公告，与美国Braveheart Bio公司达成协议，将具有自主知识产权的 1 类 创新药HRS-1893项目有偿许可给Braveheart Bio。Braveheart Bio 将向恒瑞支付6500万美元首付款和完成 技术转移后的1000万美元近期里程碑款，总计7500万美元。恒瑞有资格获得与临床开发和销售相关的里 程碑付款，最高可达10.13亿美 元。Braveheart Bio将向恒瑞支付相应的销售提成。 ...

Group 1 - The company, Heng Rui Medicine, announced a share buyback of approximately 2.73 million A-shares at a cost of about 18.31 million yuan on September 4, 2025 [1]

Group 1: Market Overview - The market experienced a decline with the ChiNext index leading the drop, and the STAR 50 index falling over 6% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.54 trillion yuan, an increase of 180.2 billion yuan compared to the previous trading day [1] - Nearly 3,000 stocks in the market saw a decline, while sectors such as retail, food, paper, and photovoltaic performed well [1] Group 2: Company News - Heng Rui Medicine received approval for clinical trials of HRS-4729 injection, a self-developed peptide drug targeting multiple receptors, with no similar products approved in the market [2] - Ningbo Construction announced that its subsidiaries won construction projects with a total bid amount of 1.117 billion yuan [3] Group 3: External Market - The S&P 500 index reached a new closing high, with the Dow Jones up 0.77%, S&P 500 up 0.83%, and Nasdaq up 0.98% [4] - Chip stocks showed strong performance, with Western Digital rising over 5% and Micron Technology increasing over 4% [4] - Major tech stocks also performed well, with Amazon rising over 4%, marking the largest increase since May [4]

Group 1 - The company, Heng Rui Medicine (01276.HK), announced a share buyback on September 4, 2025, spending RMB 18.3139 million to repurchase 270,000 A-shares [1] - The buyback price ranged from RMB 67.75 to RMB 67.97 per share [1]

Core Viewpoint - Heng Rui Medicine (600276)(01276) announced a share buyback of approximately 1.83139 million yuan for 270,000 A-shares on September 4, 2025 [1] Group 1 - The company plans to repurchase shares as part of its capital management strategy [1] - The total expenditure for the buyback is approximately 1.83139 million yuan [1] - The number of shares to be repurchased is 270,000 A-shares [1]

Core Insights - The Hong Kong biopharmaceutical sector has shown significant growth in the first half of the year, with many companies entering a phase of revenue generation from prior R&D efforts, leading to a rise in related indices [1][5] - Approximately 110 Hong Kong biopharmaceutical companies reported mid-year earnings, with nearly 70 companies experiencing year-on-year revenue growth, and around 10 companies achieving revenue growth exceeding 100% [1] - The Hang Seng Innovative Drug Index has increased by 117.55% year-to-date, indicating a rapid recovery in investor confidence in the Hong Kong biopharmaceutical market [1] Performance Drivers - Multiple factors contributed to the performance improvement, including increased sales of core products, accelerated licensing agreements, and the application of AI technology [1][3] - Leading companies like Hengrui Medicine and WuXi AppTec reported double-digit growth, with Hengrui's net profit increasing by 29.67% and WuXi's net profit rising by 95.5% [1][3] International Expansion - Several Hong Kong biopharmaceutical companies are accelerating their internationalization efforts, with notable examples including Akeso, which received approval for Glecirasib, resulting in a milestone payment of 50 million RMB [2] - Innovent Biologics reported a 74.3% increase in total revenue, with a significant reduction in losses, as it explores collaboration and licensing opportunities abroad [2] AI Technology Impact - The application of AI technology has emerged as a crucial growth driver, with companies like Crystal Holding reporting a 615.2% increase in revenue from drug discovery solutions [3] - Hengrui's collaboration with Insilico Medicine aims to leverage AI for accelerating the discovery and development of innovative therapeutic antibodies [3] R&D Investment - A common characteristic among high-performing companies is the sustained investment in R&D, with Hansoh Pharmaceutical increasing its R&D expenditure by approximately 20.4% to 1.441 billion RMB, representing 19.4% of its revenue [3][4] - Innovent Biologics has commercialized five new drugs and is advancing its next-generation innovation pipeline globally [4] Market Trends - The Hong Kong biopharmaceutical sector is experiencing a listing boom, with nearly 10 companies going public this year, including major players like Hengrui and Silver诺 [6] - The successful IPOs and significant stock price increases of newly listed companies have enhanced market confidence and attracted more firms to consider listing in Hong Kong [6]

Group 1: Company Announcements - Heng Rui Medicine has received the clinical trial approval notice for HRS-4729 injection, a self-developed peptide drug targeting GLP-1R, GIPR, and GCGR receptors, with no similar products approved in the market [1] - Hubei Yihua has successfully launched its 200,000 tons/year caustic soda project, aimed at upgrading its chlor-alkali chemical industry and enhancing market competitiveness [2] - Ji Min Health announced that its shareholder, Shuangge Group, plans to reduce its stake by up to 3%, equating to a maximum of 15.75 million shares [3] - China Shipbuilding intends to absorb and merge with China Shipbuilding Industry Corporation through a share exchange, with the latter's A-shares set to be delisted on September 5, 2025 [4] - Changfei Fiber reported that its shareholder, Changjiang Communication, plans to reduce its stake by up to 0.15%, totaling no more than 1.1 million shares [5] Group 2: Strategic Collaborations and Developments - Beijing Lier has signed a strategic cooperation agreement with SenseTime and Xiwang Technology to explore AI computing power collaboration and related applications [6] - Junsheng Electronics is collaborating with leading clients like Zhiyuan Robotics, having achieved bulk supply of customized main control boards and various sensors [7][8] - Guoxin Technology has successfully tested a new generation of high-performance chips for automotive electronic BLDC motor control, aimed at addressing the MCU chip shortage in the automotive sector [9] Group 3: Other Corporate Actions - Guoguang Chain's actual controller plans to reduce their stake by up to 2.99%, totaling a maximum of 12.506 million shares [10] - Zhonghuan Hailu has terminated its control change plan, with its stock set to resume trading on September 5, 2025 [11] - Various companies have reported significant project wins, including Ningbo Construction winning contracts worth 1.117 billion yuan [12]

Core Viewpoint - Heng Rui Medicine's subsidiary, Ruishi Biopharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for clinical trials of the RSS0393 ointment, which is a PDE4 small molecule inhibitor designed to alleviate tissue damage and inflammation [1] Group 1: Product Development - RSS0393 ointment is independently developed by the company and targets atopic dermatitis [1] - The ointment works by inhibiting PDE4 activity in various cells, which helps in reducing inflammation [1] - The total R&D investment for the RSS0393 ointment project has reached approximately 28.5 million yuan [1] Group 2: Market Context - Competing products in the market include ARCUTIS's roflumilast cream (ZORYVE®), Pfizer's crisaborole ointment (EUCRISA®), and Otsuka's difamilast ointment (MOIZERTO®) [1] - Roflumilast cream and difamilast ointment are projected to have a combined global sales of approximately 254 million USD in 2024 [1] - Crisaborole ointment has already been approved for sale in the domestic market [1]

证券日报网讯9月4日晚间，恒瑞医药（600276）发布公告称，2025年9月4日，公司通过集中竞价交易方 式首次回购A股股份270，000股，占公司总股本的比例为0.004%。 ...