Workflow
Hengrui Pharma(600276)
icon
Search documents
恒瑞医药再签对外授权交易;天士力肿瘤药TSL2109胶囊获批临床丨医药早参
Mei Ri Jing Ji Xin Wen· 2025-09-24 23:21
Group 1 - Heng Rui Medicine signed a licensing agreement with Glenmark Specialty S.A. for the drug Rykon Trastuzumab, receiving an upfront payment of $18 million and potential milestone payments up to $1.093 billion based on sales performance [1] - The drug Rykon Trastuzumab targets HER2 and is approved for treating HER2-mutated non-small cell lung cancer, enhancing Heng Rui's overseas market presence and innovative brand image [1] Group 2 - Tian Shi Li's subsidiary received approval for clinical trials of TSL2109 capsules, a novel dual-target small molecule inhibitor for advanced solid tumors, marking a first in the global market [2] - The company is actively transforming into innovative pharmaceuticals, with TSL2109 representing a significant step in its product development strategy [2] Group 3 - Kang Tai Bio's application for a trivalent influenza virus split vaccine has been accepted by the National Medical Products Administration, aimed at preventing influenza in individuals aged three and above [3] - The competitive vaccine market necessitates ongoing research and innovation for companies to maintain long-term core competitiveness, and successful approval of this vaccine would enhance Kang Tai's product portfolio [3]
陆家嘴财经早餐2025年9月25日星期四
Wind万得· 2025-09-24 22:38
Group 1 - President Xi Jinping announced China's new round of Nationally Determined Contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [3] - The total installed capacity of wind and solar power is targeted to reach over 360 million kilowatts, six times that of 2020, and forest stock is expected to exceed 24 billion cubic meters [3] - The national carbon emissions trading market will cover major high-emission industries, and a climate-adaptive society is to be fundamentally established [3] Group 2 - Premier Li Qiang emphasized China's commitment to maintaining an open trade and investment market during a meeting with the President of the European Commission, urging fair competition and adherence to WTO rules [5] - The Chinese government will not seek new special and differential treatment in current and future WTO negotiations, reinforcing its role as a responsible developing country [5] - The People's Bank of China announced a 600 billion yuan MLF operation on September 25, marking a net injection of 300 billion yuan for the month, continuing a trend of high liquidity [5][6] Group 3 - Alibaba announced a collaboration with NVIDIA on Physical AI, with plans to invest 380 billion yuan in AI infrastructure and the launch of seven large model products, including Qwen3-Max, the largest and most capable model to date [4] - The Chinese Ministry of Commerce introduced 14 measures to promote digital consumption, including trials for smart connected vehicles and drone delivery services [6] Group 4 - The A-share market saw significant gains, with the Shanghai Composite Index rising 0.83% to 3853.64 points, and the ChiNext Index increasing by 2.28% [8] - The Hong Kong Hang Seng Index rose 1.37%, with notable gains in tech stocks like Alibaba and SMIC, while medical stocks faced declines [8] - Chery Automobile announced its H-share final offering price at 30.75 HKD per share, set to officially list on September 25 [8] Group 5 - The State Administration for Market Regulation is seeking public opinion on new standards for food delivery platforms, addressing issues like competition and delivery personnel rights [11] - The National Press and Publication Administration approved 145 domestic games and 11 imported games in September, indicating a positive trend in the gaming industry [12] Group 6 - The global crude steel production in August was 145.3 million tons, a year-on-year increase of 0.3%, while the cumulative production from January to August saw a decline of 1.7% [23] - The UK government faced challenges in issuing new bonds, with the latest five-year bond auction seeing the lowest oversubscription rate in nearly two years [20]
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
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 登录新浪财经APP 搜索【信披】查看更多考评等级 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 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 1、首付款 Glenmark Specialty 将向恒瑞支付1800万美元首付款。 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 ...
Glenmark inks $18 million deal for cancer drug with China’s Hengrui
MINT· 2025-09-24 15:04
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]
恒瑞医药签署瑞康曲妥珠单抗授权许可,最高可获近11美元丨公告精选
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]
380亿芯片股筹划购买半导体功率器件公司 股票停牌
Xin Lang Cai Jing· 2025-09-24 12:53
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]
恒瑞医药: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
(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。 ...
A股公告精选 | 智元机器人拟要约收购上纬新材(688585.SH)37%股份
智通财经网· 2025-09-24 11:31
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]
恒瑞医药(600276.SH):与Glenmark Specialty公司签署瑞康曲妥珠单抗项目授权许可协议
Ge Long Hui A P P· 2025-09-24 11:07
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。 ...
恒瑞医药(600276) - H股公告-翌日披露报表
2025-09-24 10:15
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 ...