南方财经9月23日电，美迪西发布声明称，鸿绪生物近日在微信公众号"鸿绪生物"上就与公司诉讼案件 公开发布《鸿绪生物关于依法对美迪西提起诉讼的声明》的文章。鸿绪生物在文章中所述内容与客观事 实严重不符。因涉及合同的签署、履行细节及违约责任的认定等，均为诉讼案件核心争议，有待人民法 院依法查明后予以公布。美迪西在声明中称，公司已全面、适当地履行了合同义务，截至本声明发布之 日，鸿绪生物尚有人民币55.76万元合同尾款未向公司支付，公司保留通过一切合法途径追偿的权利。 ...

Core Viewpoint - Hongxu Biopharmaceutical Technology (Beijing) Co., Ltd. has filed a lawsuit against Medici, claiming significant losses due to Medici's failure to meet contractual and industry standards in their service delivery [2][4]. Group 1: Lawsuit Details - The lawsuit stems from a technical service contract signed on December 18, 2020, where Medici was to conduct non-clinical safety evaluations for Hongxu's Class I biopharmaceuticals [4]. - Hongxu claims that Medici failed to deliver the required safety evaluation reports on time, leading to delays in obtaining clinical trial approvals from both domestic and U.S. regulatory bodies [4][5]. - Hongxu is seeking approximately 159 million yuan in damages, including 150 million yuan for various losses incurred due to Medici's alleged breach of contract [5]. Group 2: Financial Performance of Medici - Medici reported a total revenue of 540 million yuan for the first half of the year, but still faced a net loss of 13 million yuan [6][7]. - The company has been in a loss position for two consecutive years, with a total profit of -21 million yuan this year [6][8]. - Medici's accounts receivable stood at approximately 540 million yuan, representing 37.24% of its current assets as of June [8]. Group 3: Industry Context - The pharmaceutical industry in China categorizes companies based on their research and registration capabilities, with a significant portion relying on Contract Research Organizations (CROs) like Medici for specialized services [3]. - The transition to a strong research and registration capability is challenging and costly, making the use of CROs a common practice among many pharmaceutical companies [3].

Company Overview - Medisi, established on February 2, 2004, and listed on November 5, 2019, is located in Shanghai and provides comprehensive new drug research and development services for pharmaceutical companies and other new drug research institutions [1] - The company's main business revenue composition includes: preclinical research 50.34%, drug discovery and pharmaceutical research 49.64%, and others 0.01% [1] Financial Performance - For the first half of 2025, Medisi achieved operating revenue of 540 million yuan, representing a year-on-year growth of 3.64% [2] - The net profit attributable to the parent company was -12.89 million yuan, showing a year-on-year increase of 81.63% [2] - Since its A-share listing, Medisi has distributed a total of 158 million yuan in dividends, with 33.94 million yuan distributed over the past three years [3] Stock Performance - As of September 19, Medisi's stock price was 74.38 yuan per share, with a market capitalization of 9.993 billion yuan [1] - Year-to-date, the stock price has increased by 146.54%, but it has decreased by 5.43% in the last five trading days [1] - The stock has appeared on the "龙虎榜" (a stock trading list) three times this year, with the most recent net purchase of 102 million yuan on July 17 [1] Shareholder Information - As of June 30, Medisi had 12,900 shareholders, an increase of 3.94% from the previous period, with an average of 10,443 circulating shares per shareholder, a decrease of 3.79% [2] Industry Classification - Medisi belongs to the pharmaceutical and biological industry, specifically in the medical services and medical research outsourcing sector [2]

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 ...

Company Overview - Shanghai Medicilon Inc. is located at 585 Chuan Da Road, Chuansha New Town, Pudong New District, Shanghai, and was established on February 2, 2004. The company was listed on November 5, 2019. Its main business involves providing comprehensive new drug research and development services for pharmaceutical companies and other new drug research institutions [1]. Financial Performance - As of June 30, 2023, Medicilon achieved operating revenue of 540 million yuan, representing a year-on-year growth of 3.64%. The net profit attributable to the parent company was -12.89 million yuan, showing a year-on-year increase of 81.63% [2]. - The company has cumulatively distributed dividends of 158 million yuan since its A-share listing, with a total of 33.94 million yuan distributed over the past three years [3]. Stock Performance - On September 18, 2023, Medicilon's stock price increased by 2.05%, reaching 77.56 yuan per share, with a trading volume of 312 million yuan and a turnover rate of 3.05%. The total market capitalization stood at 10.42 billion yuan [1]. - Year-to-date, Medicilon's stock price has risen by 157.08%, with a 0.52% increase over the last five trading days, a 24.29% increase over the last 20 days, and a 126.25% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on July 17, 2023, where it recorded a net purchase of 102 million yuan [1]. Shareholder Information - As of June 30, 2023, Medicilon had 12,900 shareholders, an increase of 3.94% from the previous period. The average number of circulating shares per person was 10,443, a decrease of 3.79% from the previous period [2]. Industry Classification - Medicilon belongs to the pharmaceutical and biological industry, specifically in the medical services and medical research outsourcing sectors. It is associated with concepts such as CRO (Contract Research Organization), MSCI China, margin financing, mid-cap stocks, and specialized and innovative enterprises [2].

广发证券股份有限公司 关于上海美迪西生物医药股份有限公司 2025 年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》等有关法律、法规的规定，广发证券股份有限公司（以下简称"广发证券"、 "保荐机构"）作为上海美迪西生物医药股份有限公司（以下简称"美迪西"、 "公司"）向特定对象发行 A 股股票并上市的保荐机构，负责美迪西的持续督导 工作，并出具本半年度持续督导跟踪报告。 2025 年半年度，广发证券对美迪西的持续督导工作情况总结如下： | 序号 | 工作内容 | 实施情况 | | --- | --- | --- | | | 建立健全并有效执行持续督导工作制度，并 | 保荐机构已建立健全并有效执行 | | 1 | 针对具体的持续督导工作制定相应的工作计 | 了持续督导制度，已制定了相应的 | | | 划。 | 工作计划。 | | | 根据中国证监会相关规定，在持续督导工作 | 保荐机构已与美迪西签订保荐协 | | | 开始前，与上市公司或相关当事人签署持续 | 议，该协议已明确了双方在持续督 | | 2 | 督导协议，明确双方在持续督导期间的权利 | 导期间的 ...

Group 1 - The core viewpoint of the articles highlights the recent performance and financial metrics of Medicy, including stock price movements and trading volumes [1][2] - As of September 16, Medicy's stock price decreased by 2.02% to 79.46 CNY per share, with a total market capitalization of 10.676 billion CNY [1] - Year-to-date, Medicy's stock has increased by 163.37%, with notable gains of 19.70% over the last five trading days and 128.66% over the last 60 days [1] Group 2 - Medicy operates in the pharmaceutical and biotechnology sector, specifically in medical research outsourcing, and is involved in various concept sectors including CRO and innovative drugs [2] - For the first half of 2025, Medicy reported a revenue of 540 million CNY, reflecting a year-on-year growth of 3.64%, while the net profit attributable to shareholders was -12.899 million CNY, showing an increase of 81.63% [2] Group 3 - Since its A-share listing, Medicy has distributed a total of 158 million CNY in dividends, with 33.9365 million CNY paid out in the last three years [3]

Core Viewpoint - Medisi (688202.SH) announced the approval of the first and reserved grant of restricted stock under the 2025 Restricted Stock Incentive Plan during the seventh meeting of the fourth board of directors on September 15, 2025 [1] Summary by Categories - **Incentive Plan Details** - The company will grant a total of 800,000 restricted shares to 385 eligible incentive recipients on September 15, 2025 [1] - An additional 200,000 restricted shares are reserved for 4 eligible incentive recipients [1] - The grant price for both the initial and reserved shares is set at 31.37 yuan per share [1]

1、核查对象为本激励计划的内幕信息知情人（以下简称"核查对象"）。 2、本激励计划的内幕信息知情人填报了《内幕信息知情人登记表》。 证券代码：688202 证券简称：美迪西 公告编号：2025-060 上海美迪西生物医药股份有限公司 关于 2025 年限制性股票激励计划内幕信息知情人 买卖公司股票情况的自查报告 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。 上海美迪西生物医药股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开了第四届董事会第六次会议、第四届监事会第六次会议及第四届董事会薪 酬与考核委员会第二次会议，审议通过了《关于<上海美迪西生物医药股份有限 公司 2025 年限制性股票激励计划（草案）>及其摘要的议案》等议案，并于 2025 年 8 月 29 日在上海证券交易所网站(www.sse.com.cn)披露了相关公告。 按照《上市公司信息披露管理办法》等法律、法规、规范性文件及《公司章 程》《公司信息披露事务管理制度》等公司内部制度的有关规定，公司对 2025 年限制性股票激励计划（以下简 ...