证券代码：688062 证券简称：迈威生物 公告编号：2025-051 迈威（上海）生物科技股份有限公司 关于与 Kalexo 签署独家许可协议的公告 协议内容摘要： 迈威（上海）生物科技股份有限公司（以下简称"公司"或"迈威生物"） 与 Kalexo Bio, Inc.公司（以下简称"Kalexo"）就 2MW7141 项目相关（以下简 称"许可产品"）签署《独家许可协议》（以下简称"许可协议"）及《优先股 股权购买协议》（以下简称"股权购买协议"）。 根据许可协议和股权购买协议，迈威生物许可 Kalexo 就 2MW7141 项目相 关在全球范围的独家开发、生产和商业化以及其他方式开发许可产品的权利。交 易金额：迈威生物将从 Kalexo 获得最高可达 10 亿美元的预付款和里程碑付款， 以及低个位数的特许权使用费，其中包括一次性、不可返还的首付款及近端付款 1,200 万美元现金，作为对价的一部分，迈威生物将在符合约定条件下另外获得 Kalexo 总计双位数的 A 轮优先股。 全部协议生效条件：各方授权代表签字且各方盖章。根据有关规定，公司本 次交易事项已经第二届董事会第二十二次会议审议通过，无需提交股 ...

证券代码：688062 证券简称：迈威生物 公告编号：2025-053 迈威（上海）生物科技股份有限公司 关于调整回购股份价格上限的公告 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、准确性和完整性依法承担法律责任。 自 2025 年 8 月 5 日公司董事会审议通过调整回购价格上限至今，公司持续 关注股价走势并积极寻求实施回购的机会。期间，公司股票交易价格持续高于首 次调整后的回购价格上限人民币 48.00 元/股（含）。截至本公告披露日，公司回 购方案尚未实施。 重要内容提示： 为保证回购股份方案顺利实施，因近期股票交易价格持续高于首次调整 后的回购价格上限人民币 48.00 元/股（含），迈威（上海）生物科技股份有限公 司（以下简称"公司"）拟将回购价格上限由人民币 48.00 元/股（含）调整为人 民币 66.46 元/股（含）。 一、 回购股份的基本情况和实施进展 公司于 2025 年 6 月 26 日召开第二届董事会第十九次会议，审议通过了《关 于以集中竞价交易方式回购股份方案的议案》，同意公司通过上海证券交易所交 易系统以集中竞价交易方式回 ...

迈威生物公告，公司与Kalexo签署《独家许可协议》和《优先股股权购买协议》，授权Kalexo全球范围 内独家开发、生产和商业化2MW7141项目。迈威生物将从Kalexo获得最高可达10亿美元的预付款和里 程碑付款，以及低个位数特许权使用费。协议包括一次性不可返还的首付款及近端付款1200万美元。此 外，迈威生物将在符合约定条件下获得Kalexo总计双位数的A轮优先股。协议的签署预计将对公司未来 业绩产生积极影响，提升盈利能力。 ...

Core Viewpoint - The company, Maiwei Biotech, has signed exclusive licensing and preferred stock purchase agreements with Kalexo Bio, Inc. for the 2MW7141 project, allowing Kalexo exclusive rights for global development, production, and commercialization of the licensed product [1] Group 1: Agreements and Financial Terms - The licensing agreement includes a potential total of up to $1 billion in upfront and milestone payments from Kalexo [1] - The initial payment consists of a non-refundable upfront payment and near-term payment of $12 million in cash [1] - Additionally, the company will receive double-digit preferred shares in Kalexo as part of the agreement, contingent upon meeting specified conditions [1]

Core Viewpoint - Maiwei Biotech (688062.SH) has entered into exclusive licensing and preferred stock purchase agreements with Kalexo Bio, Inc. regarding the 2MW7141 project, which is expected to positively impact the company's future performance and enhance profitability [1] Group 1: Agreements and Financial Terms - The exclusive licensing agreement allows Kalexo to develop, produce, and commercialize the licensed products globally [1] - Maiwei Biotech will receive up to $1 billion in upfront and milestone payments from Kalexo, along with low single-digit royalties [1] - The initial non-refundable upfront payment includes $12 million in cash, with additional preferred stock in Kalexo expected under certain conditions [1] Group 2: Impact on Company Performance - The transaction is anticipated to have a positive effect on Maiwei Biotech's future performance [1] - The agreements are expected to enhance the company's profitability [1]

格隆汇9月17日丨迈威生物(688062.SH)公布，迈威生物与Kalexo就2MW7141项目相关签署《独家许可协 议》及《优先股股权购买协议》。根据许可协议，迈威生物许可Kalexo就许可产品在全球范围独家开 发、生产和商业化以及其他方式开发许可产品的权利。交易金额：迈威生物将从Kalexo获得最高可达10 亿美元的预付款和里程碑付款，以及低个位数的特许权使用费，其中包括一次性、不可返还的首付款及 近端付款1,200万美元现金，作为对价的一部分，迈威生物将在符合约定条件下另外获得Kalexo总计双 位数的A轮优先股。 ...

Core Viewpoint - The collaboration between Maiwei Biotech and Calico is noteworthy as it marks a significant shift in the innovation drug landscape, leading to a substantial increase in Maiwei's stock price and market capitalization [2][3]. Company Overview - Maiwei Biotech, established 8 years ago, has gained prominence in the innovative drug sector, with its stock price increasing over 140% this year, reaching a market cap close to 240 billion yuan [2]. - The company has a focus on First-in-Class products, emphasizing deep understanding of biological mechanisms and disease relationships as the foundation for innovation [2][8]. Business Development (BD) Strategy - The partnership with Calico, a leader in anti-aging research, was formed after a swift negotiation process of just five months, highlighting the efficiency of the BD project [3]. - Maiwei's previous BD project involved a collaboration with DISC for a monoclonal antibody targeting TMPRSS6, also a First-in-Class product, indicating a trend of proactive interest from potential partners [4]. Clinical Development and Product Pipeline - Maiwei Biotech has multiple ADCs (Antibody-Drug Conjugates) in clinical trials, with 2025 designated as a key year for BD activities, further fueling market enthusiasm [5]. - The company has maintained a steady pace of product approvals since its listing on the STAR Market in 2022, with significant sales growth reported for its biosimilar products [6]. Market Position and Future Outlook - The company aims to build a comprehensive innovation ecosystem, focusing on First-in-Class and Best-in-Class products, while also exploring unique ADC development strategies [7][9]. - Maiwei's approach to BD emphasizes the importance of understanding target mechanisms and disease relationships, setting it apart from many biotech firms that focus solely on technical iterations [8]. Innovative Sales Strategies - The company is considering a "shared sales" model to enhance efficiency and reduce costs by collaborating with other biotech firms to form a unified sales team [11]. - This strategy reflects a flexible approach to navigating the competitive landscape of the Chinese pharmaceutical market, which is characterized by intense competition and a predominance of generic drugs [10].

Core Viewpoint - The collaboration between Maiwei Biotech and Calico is noteworthy as it marks a significant shift in the innovation drug landscape in China, leading to a substantial increase in Maiwei's stock price and market capitalization [1][2]. Company Overview - Maiwei Biotech, established 8 years ago, has gained prominence in the innovative drug sector, particularly with its IL-11 antibody project, which has First-in-Class potential [1][3]. - The company has experienced a stock price increase of over 140% this year, with its market value reaching nearly 240 billion yuan at one point [1]. Business Development (BD) Strategy - The partnership with Calico, which had not acquired external products for a decade, highlights Maiwei's strategic choice to prioritize collaboration with established players in the anti-aging field [2][3]. - Maiwei's previous BD project involved a collaboration with DISC for a monoclonal antibody targeting TMPRSS6, also a First-in-Class product, indicating a consistent strategy of pursuing innovative drug development [3][6]. Financial Performance - Maiwei's sales revenue has shown significant growth, with a 243.53% increase in sales from its three biosimilar products last year, and a 53.50% increase in sales revenue in the first half of this year [5][6]. - The company anticipates further market penetration for its products, particularly in the context of expanding indications for its drugs [5]. Innovation and Research Focus - Maiwei emphasizes deep research into target mechanisms and disease relationships, which differentiates its approach from many biotech firms that focus on technical iterations [7][8]. - The company is developing multiple ADCs (antibody-drug conjugates) with a focus on tailoring Linkers and Payloads to specific tumor characteristics, aiming for Best-in-Class potential [8][9]. Market Position and Future Outlook - The Chinese pharmaceutical market is characterized by a predominance of generic drugs, which poses challenges for biotech firms; however, Maiwei's strategy includes flexible routes to market through licensing and partnerships [10]. - The company is exploring a "shared sales" model to enhance efficiency and reduce costs by collaborating with other biotech firms to form a unified sales team [10].

Core Viewpoint - The collaboration between Maiwei Biotech and Calico, a leader in anti-aging research, marks a significant shift in the Chinese innovative drug landscape, leading to a substantial increase in Maiwei's stock price and market valuation [4][5][6]. Group 1: Collaboration and Market Impact - Maiwei Biotech's partnership with Calico is noteworthy as it is Calico's first external collaboration in a decade, highlighting the potential of the IL-11 antibody in the anti-aging sector [4][5]. - The collaboration has resulted in a stock price increase of over 140% for Maiwei Biotech this year, with a market capitalization nearing 24 billion yuan [4][5]. - The rapid negotiation process, taking only five months from initial contact to contract signing, exemplifies the efficiency of the deal [5][6]. Group 2: Product Development and Strategy - Maiwei Biotech has a history of pursuing First-in-Class products, with the IL-11 antibody being the first to reach a BD project, contrary to initial expectations [4][6][14]. - The company has also engaged in other BD projects, including a collaboration with DISC for a TMPRSS6 monoclonal antibody, which is also a First-in-Class product [6][14]. - The focus on First-in-Class products stems from a deep understanding of biological mechanisms and disease relationships, differentiating Maiwei from other biotech firms [14][15]. Group 3: Financial Performance and Growth - The sales revenue for Maiwei Biotech's biosimilar products has shown significant growth, with a year-on-year increase of 243.53% for three products last year and a 53.50% increase in the first half of this year [10][10]. - The company anticipates further market penetration for its products, with plans for additional approvals that could significantly increase patient numbers [10][10]. - The strategic decision to develop both innovative drugs and biosimilars has allowed the company to maintain a steady revenue stream while pursuing long-term innovation [10][10]. Group 4: Industry Positioning and Future Outlook - Maiwei Biotech aims to position itself as a pharmaceutical company rather than just a biotech firm, focusing on controlling the entire product lifecycle from development to sales [16][17]. - The company is exploring innovative sales models, such as shared sales teams among multiple biotech firms, to enhance efficiency and reduce costs [18][18]. - With a robust pipeline of First-in-Class and Best-in-Class candidates, Maiwei is well-positioned to capitalize on emerging opportunities in the innovative drug market [15][15].

9月4日，迈威生物跌5%，截至发稿，报56.97元/股，成交8.40亿元，换手率6.88%，总市值227.65亿元。 资料显示，迈威(上海)生物科技股份有限公司位于中国(上海)自由贸易试验区蔡伦路230号2幢105室香港 铜锣湾希慎道33号利园1期19楼1928室，成立日期2017年5月12日，上市日期2022年1月18日，公司主营 业务涉及治疗用生物制品的研发、生产与销售。主营业务收入构成为：抗体药物72.38%，技术服务 27.55%，其他(补充)0.08%。 平安瑞尚六个月持有混合A（010239）基金经理为唐煜。 截至发稿，唐煜累计任职时间5年177天，现任基金资产总规模81.35亿元，任职期间最佳基金回报 24.8%， 任职期间最差基金回报-10.22%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，平安基金旗下1只基金重仓迈威生物。平安瑞尚六个月持有混合A（010239）二季度持有股 数4.92万股，占基 ...