Core Insights - A strategic collaboration has been established among InSilico Medicine, Maiwei Biotech, and Haoyuan Pharmaceutical to develop a new library of ADC compounds targeting hundreds of antigens, aiming to accelerate the industrialization of innovative ADC drugs [1][2][3] Group 1: Collaboration Details - The partnership is based on the principles of complementary advantages, resource sharing, collaborative innovation, and mutual benefits [1] - Maiwei Biotech will provide access to hundreds of monoclonal and multi-antibody combinations along with its proprietary ADC technology platform, covering various disease areas such as tumors and autoimmune diseases [1][2] - InSilico Medicine will leverage its Pharma.AI platform to design innovative payload-linkers based on disease mechanisms and target characteristics, showcasing the advantages of AI in drug development [2] Group 2: Industry Impact - This collaboration represents a significant innovation breakthrough in China's biopharmaceutical industry within the ADC drug sector, integrating AI technology with traditional drug development [2] - The partnership aims to create a complete value chain for ADC drug development, enhancing efficiency by shortening the molecular optimization process that traditionally takes years [2] - The collaboration is expected to provide more effective and safer treatment options for global patients by accelerating the development of ADC drugs [3]

Core Insights - A strategic cooperation agreement has been established among InSilico Medicine, Maiwei Biotech, and Haoyuan Pharmaceutical to develop a new library of ADC compounds targeting hundreds of antigens, aiming to accelerate the industrialization of innovative ADC drugs [1][2] Group 1: Company Contributions - Maiwei Biotech possesses an internationally leading ADC drug development platform that has been clinically validated, showcasing strong R&D capabilities and commercialization potential [1] - InSilico Medicine will utilize its Pharma.AI platform to design innovative payload-linkers based on disease mechanisms and target characteristics, demonstrating the advantages of AI in drug development [2] - Haoyuan Pharmaceutical will provide a rich resource library of molecular building blocks and tool compounds to support the synthesis of ADC payload-linkers, facilitating a full-process collaboration from screening to clinical development [2] Group 2: Industry Impact - This collaboration represents an innovative breakthrough in China's biopharmaceutical industry within the ADC drug sector, integrating AI technology with traditional drug development to create a new model for ADC drug development [2] - The partnership aims to significantly shorten the molecular optimization process, which traditionally takes years, thereby enhancing R&D efficiency [2] - The collaboration establishes a complete value chain for ADC drug development, maximizing the strengths of each party to efficiently advance innovation and provide more treatment options for global patients [2][3]

Group 1 - The strategic cooperation agreement was signed between Insilico Medicine, Maiwei Biotech, and Haoyuan Pharmaceutical to develop a new ADC compound library covering hundreds of targets, aiming to accelerate the industrialization of innovative ADC drugs [1][2] - Maiwei Biotech possesses an internationally leading ADC drug development platform with clinical validation, providing a strong R&D capability and commercial potential for the collaboration [1][2] - Insilico Medicine will utilize its Pharma.AI platform to design innovative payload-linkers based on disease mechanisms and target characteristics, showcasing the advantages of AI in drug development [2][3] Group 2 - The collaboration represents an innovative breakthrough in China's biopharmaceutical industry within the ADC drug field, integrating AI technology with traditional drug development processes [2] - The partnership aims to create a complete value chain for ADC drug development, enhancing efficiency and quality in the research and development process [2][3] - The CEOs of the involved companies emphasized the importance of this collaboration in accelerating the development of ADC drugs and providing better treatment options for cancer patients globally [3]

Core Viewpoint - The strategic collaboration among Maiwei Biotech, Yingshi Intelligent, and Haoyuan Pharmaceutical aims to develop a novel ADC compound library targeting hundreds of sites, accelerating the industrialization of innovative ADC drugs [1] Group 1: Company Collaboration - Maiwei Biotech, Yingshi Intelligent, and Haoyuan Pharmaceutical have officially announced a strategic cooperation agreement [1] - The partnership focuses on screening and advancing next-generation ADC candidate molecules [1] - The collaboration is expected to enhance the innovation and commercialization of ADC drugs [1]

Core Insights - The conference highlighted the growing global competitiveness of Chinese innovative drugs, particularly in areas like ADC and bispecific antibodies, while emphasizing the need for improvement in original innovation capabilities [1][5][6] - There is a consensus among industry leaders that "going global" is essential for the future of Chinese innovative drugs, with calls for more supportive policies to facilitate this process [1][7][9] Group 1: Current State of Chinese Innovative Drugs - Chinese innovative drugs have reached a global competitiveness level from "1 to 10," especially in engineering fields, but still need to enhance original innovation from "0 to 1" [1] - The quality of projects is crucial for international expansion, as highlighted by industry leaders who stress that strong data and comprehensive packages are essential for success [2][3] - The past decade has seen significant development in the Chinese innovative drug ecosystem, with a complete industrial chain now in place, particularly in cities like Shanghai [4] Group 2: Challenges and Opportunities - The domestic market's limitations are pushing companies to explore international markets, with a focus on countries involved in the Belt and Road Initiative [7] - There is a need for policy reforms regarding listing standards to support innovative drug companies that face long development cycles and high R&D costs [7][9] - The current pricing of innovative drugs in international markets is still influenced by domestic prices, which poses challenges for global competitiveness [9] Group 3: Future Directions and Innovations - The industry is witnessing a surge in various therapeutic areas, including small molecules, antibodies, peptides, RNA, and gene therapies, indicating a diverse landscape of innovation [10] - The potential for small nucleic acids and other novel therapies is recognized as a significant opportunity for Chinese companies to lead in the global market [10] - Industry leaders express confidence in the future of Chinese innovative drugs, anticipating that with time, more companies will emerge as global players [11]

作为科创板迈向"新高地"暨"硬科硬客"2025年会的重要内容之一，9月10日，君实生物（688180.SH）、 皓元医药（688131.SH）、药康生物（688046.SH）、美迪西（688202.SH）、迈威生物（688062.SH） 等科创板创新药领域龙头上市公司高管，逾50家机构投资者参与了创新药产业链的高层次闭门研讨会。 会议围绕中国创新药出海的核心能力、国际竞争力现状及未来发展方向进行深入研讨。 与会嘉宾认为，中国创新药已具备从"1到10"的全球竞争力，尤其在ADC、双抗等工程化领域国际领 先，但在"0到1"的原始创新方面仍需努力。出海，成为行业共识，企业呼吁政策进一步支持破解"出 海"难题。 "君实生物是最早把国际化当作自己重要战略的本土企业之一，特瑞普利单抗也是第一个获得美国FDA 批准上市的中国自研自产PD-1产品，目前已经在40个国家和地区获批。"李鑫坦言，产品出海是高成本 的事情，需要满足国际上未被满足的需求，同时要应对FDA等海外监管机构的严格审评，包括临床和生 产端。 皓元医药董事长兼总经理郑保富从产业链角度分析："创新药是我们CRO（定制研发机构）、CDMO （医药合同定制研发生产企 ...

机构评级来看，近5日共有1家机构给予该股评级，预计目标价最高的是国泰海通证券，9月12日国泰海通证券发布的研报预计公司目标价为81.20元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 皓元医药9月18日大宗交易平台出现一笔成交，成交量424.20万股，成交金额2.76亿元，大宗交易成交价为65.00元，相对今日收盘价折价14.07%。该笔交易的买方营业部为华泰证券股份有 证券时报·数据宝统计显示，皓元医药今日收盘价为75.64元，下跌1.77%，日换手率为3.38%，成交额为5.52亿元，全天主力资金净流出1241.89万元，近5日该股累计上涨7.43%，近5日资 两融数据显示，该股最新融资余额为4.50亿元，近5日减少4086.47万元，降幅为8.32%。 9月18日皓元医药大宗交易一览 ...

转债代码：118051 转债简称：皓元转债 上海皓元医药股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： ● 股东持股的基本情况 本次减持计划实施前，上海皓元医药股份有限公司（以下简称"公司"）股东苏民投君信（上海）产业升 级与科技创新股权投资合伙企业（有限合伙）（以下简称"苏信基金"）持有公司6,909,364股股份，占减 持计划实施前公司总股本的3.26%。上述股份为公司首次公开发行前及上市后权益分派资本公积转增股 本取得的股份，并已上市流通。 ● 减持计划的实施结果情况 证券代码：688131 证券简称：皓元医药 公告编号：2025-109 ■ 注：上表中"持股比例"以2025年8月7日公司披露的《上海皓元医药股份有限公司股东减持股份计划公 告》（公告编号：2025-099）中截至2025年7月31日的公司总股本212,098,693股为基础计算。 上述减持主体无一致行动人。 二、减持计划的实施结果 （一）股东因以下事项披露减持计划实施结果： 减持计划实施完 ...

皓元医药9月18日大宗交易平台出现一笔成交，成交量424.20万股，成交金额2.76亿元，大宗交易成交价 为65.00元，相对今日收盘价折价14.07%。该笔交易的买方营业部为华泰证券股份有限公司上海奉贤区 望园南路证券营业部，卖方营业部为爱建证券有限责任公司上海江宁路证券营业部。 证券时报·数据宝统计显示，皓元医药今日收盘价为75.64元，下跌1.77%，日换手率为3.38%，成交额为 5.52亿元，全天主力资金净流出1241.89万元，近5日该股累计上涨7.43%，近5日资金合计净流入1.64亿 元。 9月18日皓元医药大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 424.20 | 27572.82 | 65.00 | -14.07 | 华泰证券股份有限公司上海 | 爱建证券有限责任公司 | | | | | | 奉贤区望园南路证券营业部 | 上海江宁路证券营业部 | ...

近日，上海皓元医药股份有限公司发布股东减持股份结果公告，披露了股东苏民投君信（上海）产业升 级与科技创新股权投资合伙企业（有限合伙）（简称"苏信基金"）减持计划的实施情况。 减持前持股情况 减持计划实施前，苏信基金持有皓元医药6,909,364股股份，占减持计划实施前公司总股本的3.26%。这 些股份来源于公司首次公开发行前及上市后权益分派资本公积转增股本，且已上市流通。 减持计划及实施结果 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2025年8月7日，皓元医药在上海证券交易所网站披露苏信基金减持股份计划公告。苏信基金拟通过集中 竞价或大宗交易方式，减持不超过6,362,959股公司股份，拟减持比例不超过减持计划实施前公司总股本 的3.00 ...