Licensing Deal - Glenmark Pharmaceuticals Ltd announced a licensing deal with Chinese drugmaker Hengrui Pharma for its under-development lung and breast cancer drug, Trastuzumab Rezetecan (SHR-A1811) [1][2] - The deal includes an upfront payment of $18 million, regulatory and commercial milestone payments of up to $1.093 billion, and royalties based on net sales within the licensed territory [1][4] Drug Details - Trastuzumab Rezetecan is a next-generation antibody drug conjugate (ADC) targeting HER2-positive cancers, combining an antibody with a chemotherapy drug to deliver treatment directly to cancer cells [2] - The drug was approved in China in May 2025 for treating adult patients with non-small cell lung cancer that is either inoperable or metastatic [3] Clinical Development - Trastuzumab Rezetecan is currently advancing multiple clinical trials and received Orphan Drug Designation from the US FDA in August 2025 for gastric or gastroesophageal junction adenocarcinoma [3] Market Strategy - Under the licensing agreement, Glenmark can develop and commercialize the drug in emerging markets, excluding major regions like China, the US, Canada, Europe, Japan, Russia, and the CIS [4] - The company aims to expand its oncology pipeline and leadership, focusing on delivering next-generation therapies in underserved markets [5] Recent Collaborations - In May 2024, Glenmark entered an agreement with BeOne to market and distribute cancer medicines Tislelizumab and Zanubrutinib in India [6] - In July 2025, Glenmark's US-based unit licensed a blood cancer drug to AbbVie Inc. for $700 million, marking a significant outlicensing deal for Indian drugmakers [6][7] Financial Performance - Glenmark's share price closed 0.2% higher at ₹2,020.10 on the National Stock Exchange following the announcement of the licensing deal [8]

Group 1 - Guoxin Technology announced that four shareholders plan to reduce their holdings by a total of no more than 4.5% of the company's shares, with specific reductions including 8.5 million shares from Tibet Jinsong Taida Venture Capital, accounting for 2.53% of total shares [1] - Shengke Communication reported that the National Integrated Circuit Industry Investment Fund reduced its shareholding from 19.60% to 15.00% by selling 18.8569 million shares [1] - Heng Rui Pharmaceutical signed a licensing agreement for its innovative drug SHR-A1811, receiving an upfront payment of $18 million and being eligible for up to $1.093 billion in milestone payments [1] Group 2 - Shangwei New Materials announced that its affiliate Zhiyuan Hengyue plans to make a tender offer to acquire 37% of the company's shares at a price of 7.78 yuan per share, with a maximum funding requirement of 1.161 billion yuan [2] - Huasoft Technology stated that it is currently producing and selling light-initiated agents in small batches based on customer orders, with revenue from this product expected to account for less than 2% of total revenue in 2024 [3] - Tian Shili's subsidiary received approval for clinical trials of TSL2109 capsules, a dual-target drug for advanced solid tumors, with no similar drugs currently in clinical trials [3] Group 3 - Dalong Real Estate announced plans to acquire 60% of Beijing Chengzhu Real Estate Development Co., with the transaction still in the planning stage and not yet confirmed as a related party transaction [4][5] - Xizang Tourism decided to terminate its major asset restructuring plan to acquire a 60% stake in Beihai Xinyi Cruise Co., due to market environment changes [6] - Jingzhida delivered its first high-speed testing machine for semiconductor memory testing, which is expected to positively impact future operating performance [7] Group 4 - Hongsheng Huayuan elected Ma Xinzhen as the chairman of the board, who will also serve as the head of the strategic committee [8] - Wanhui High-tech expects a net profit increase of 69.81% to 109.77% year-on-year for the first three quarters [10] - New Zhizhi Software's subsidiary plans to acquire 49% of Shenzhen Hengdao's shares [10]

Key Points - Huatian Technology is planning to acquire semiconductor power device company Huayi Microelectronics, leading to a stock suspension starting September 25, 2025, with a transaction proposal expected within 10 trading days [1] - Shanghai Zhiyuan Hengyue plans to make a tender offer to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.161 billion yuan [2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, enhancing its competitive position in the semiconductor storage testing equipment market [2] - Changchuan Technology has reduced its total shareholding by 1.78% due to stock price fluctuations, with no significant changes in its business operations [3] - Heng Rui Pharmaceutical has signed a licensing agreement for its innovative drug SHR-A1811, potentially earning up to $1.093 billion in milestone payments [4] - Guoxin Technology's shareholders plan to collectively reduce their holdings by up to 4.5% due to fund exits [5] - Huasoft Technology's existing light-initiated agent products are expected to contribute less than 2% to its 2024 revenue [5] - Lin Yang Energy has won a procurement project from the State Grid worth approximately 142 million yuan, expected to positively impact its future performance [8] - Wanhui High-tech anticipates a net profit increase of 69.81%-109.77% year-on-year for the first three quarters of 2025, driven by improved sales strategies and reduced raw material costs [13]

（编辑 任世碧） 证券日报网讯 9月24日晚间，恒瑞医药发布公告称，公司与GlenmarkSpecialtyS.A.（简 称"GlenmarkSpecialty"）达成协议，将公司具有自主知识产权的1类创新药瑞康曲妥珠单抗（SHR- A1811）项目有偿许可给GlenmarkSpecialty。 ...

Group 1 - Shanghai Zhiyuan Hengyue plans to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.16 billion yuan [1] - The acquisition period is set for 30 calendar days, from September 29, 2025, to October 28, 2025 [1] - Zhiyuan Hengyue and Zhiyuan Xinchuan intend to acquire at least 63.62% and up to 66.99% of Shangwei New Materials' shares [2] Group 2 - Heng Rui Pharmaceutical has signed a licensing agreement for the innovative drug SHRA1811, receiving an upfront payment of 18 million dollars and is eligible for up to 1.093 billion dollars in milestone payments [3] - The agreement aims to expand the overseas market for SHRA1811 and enhance the company's innovative brand and overseas performance [3] Group 3 - Tian Shili's subsidiary has received approval for clinical trials of TSL2109 capsules, a dual-target small molecule inhibitor for advanced solid tumors, with no similar drugs currently in clinical trials [4] - The cumulative R&D investment in TSL2109 capsules by Jiangsu Diyi has reached 24.6251 million yuan [4] Group 4 - Wanhui High-tech expects a net profit of 340 million to 420 million yuan for the first three quarters, representing a year-on-year growth of 69.81% to 109.77% [5]

格隆汇9月24日丨恒瑞医药(600276.SH)公布，公司与GlenmarkSpecialty S.A.（简称"Glenmark Specialty"）达成协议，将公司具有自主知识产权的 1 类创新药瑞康曲妥珠单抗（SHR-A1811）项目有 偿许可给GlenmarkSpecialty。 恒瑞将瑞康曲妥珠单抗在除中国大陆、香港特别行政区、澳门特别行政区及台湾地区、美国、加拿大、 欧洲、日本、俄罗斯、亚美尼亚、阿塞拜疆、白俄罗斯、哈萨克斯坦、吉尔吉斯斯坦、摩尔多瓦、塔吉 克斯坦、土库曼斯坦和乌兹别克 斯 坦外 的 全 球范 围 内 开发 及 商 业化 的 独 家权利有偿许可给 GlenmarkSpecialty。 Glenmark Specialty 将向恒瑞支付1800万美元首付款。恒瑞有资格获得与注册和销售相关的里程碑付 款，最高可达10.93亿美元。根据瑞康曲妥珠单抗在授权范围内的销售情况，Glenmark Specialty 将向恒 瑞支付相应的销售提成。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 江蘇恒瑞醫藥股份有限公司 呈交日期： 2025年9月24日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 600276 | 說明 | A股（於上海證券交易所上市） | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件 ...

证券代码：600276 证券简称：恒瑞医药 公告编号：临 2025-153 江苏恒瑞医药股份有限公司 关于与 Glenmark Specialty 公司签署 瑞康曲妥珠单抗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 Glenmark Specialty S.A.（以下简称"Glenmark Specialty"）达成协议，将公司具有自 主知识产权的 1 类创新药瑞康曲妥珠单抗（SHR-A1811）项目有偿许可给 Glenmark Specialty。 一、许可产品基本信息 瑞康曲妥珠单抗是恒瑞自主研发的以 HER2 为靶点的抗体偶联药物（ADC）， 可通过与 HER2 表达的肿瘤细胞结合并内吞，在肿瘤细胞溶酶体内通过蛋白酶剪 切释放毒素，诱导细胞周期阻滞从而诱导肿瘤细胞凋亡。其释放的毒素具有高透 膜性，可发挥旁观者杀伤效应，进一步提高抗肿瘤疗效。公司瑞康曲妥珠单抗已 于 2025 年 5 月在国内获批上市，适用于治疗存在 HER2（ERBB2 ...

根据协议，恒瑞将瑞康曲妥珠单抗在除中国大陆、中国香港特别行政区、中国澳门特别行政区及中国台 湾地区、美国、加拿大、欧洲、日本、俄罗斯、亚美尼亚、阿塞拜疆、白俄罗斯、哈萨克斯坦、吉尔吉 斯斯坦、摩尔多瓦、塔吉克斯坦、土库曼斯坦和乌兹别克斯坦外 的全球范围内开发及商业化的独家权 利有偿许可给Glenmark Specialty。Glenmark Specialty 将向恒瑞支付 1800 万美元首付款，恒瑞有资格获 得与注册和销售相关的里程碑付款，最高可达10.93 亿美元。根据瑞康曲妥珠单抗在授权范围内的销售 情况，Glenmark Specialty 将向恒瑞支付相应的销售提成。 智通财经APP讯，恒瑞医药(01276)公布，公司与GlenmarkSpecialty S.A.(以下简称"Glenmark Specialty") 达成协议，将公司具有自主知识产权的 1 类创新药瑞康曲妥珠单抗(SHR-A1811)项目有偿许可给 GlenmarkSpecialty。 本协议的签署有助于拓宽瑞康曲妥珠单抗的海外市场，为全球患者提供优质的治疗选择，也将进一步提 升公司创新品牌和海外业绩。公司坚持自主研发与开放合作并重 ...

Glenmark Specialty隶属于Glenmark Pharmaceuticals公司，Glenmark Pharmaceuticals是一家以研究为主导 的全球制药公司，总部位于印度孟买，于印度国家证券交易所(股份代码：GLENMARK)以及孟买证券 交易所(股份代码：532296)上市，业务涵盖创新药、仿制药及OTC领域，重点关注呼吸、皮肤及肿瘤学 治疗领域。 恒瑞将瑞康曲妥珠单抗在除中国大陆、中国香港、中国澳门及中国台湾、美国、加拿大、欧洲、日本、 俄罗斯、亚美尼亚、阿塞拜疆、白俄罗斯、哈萨克斯坦、吉尔吉斯斯坦、摩尔多瓦、塔吉克斯坦、土库 曼斯坦和乌兹别克斯坦外的全球范围内开发及商业化的独家权利有偿许可给GlenmarkSpecialty。 Glenmark Specialty将向恒瑞支付1800万美元首付款。恒瑞有资格获得与注册和销售相关的里程碑付款， 最高可达10.93亿美元。根据瑞康曲妥珠单抗在授权范围内的销售情况，Glenmark Specialty将向恒瑞支 付相应的销售提成。 格隆汇9月24日丨恒瑞医药(01276.HK)发布公告，公司与GlenmarkSpecialty S.A.( ...