Overview - The monoclonal antibody (mAb) market in China is still in its early stages, with many overseas mAbs not yet approved domestically. The high cost of these drugs limits accessibility for many patients with lower payment capabilities. However, the market penetration of mAbs is gradually increasing due to their significant advantages over traditional drugs, updates to the national medical insurance catalog, and rising national income levels. The market size of China's mAb industry is projected to reach 131.5 billion yuan in 2024, representing a year-on-year growth of 30.85% [1][5]. Industry Chain - The upstream of the mAb industry includes suppliers of raw materials such as cell culture media, enzymes, antibodies, reagents, consumables, and packaging materials, as well as core equipment suppliers like bioreactors and purification devices. The midstream consists of mAb research and production companies, while the downstream includes hospitals, DTP pharmacies, retail pharmacies, and online channels. Hospitals are the most critical distribution channel for mAbs in China, especially for drugs listed in the medical insurance catalog [3][5]. Development Background - The application of mAbs in cancer treatment is widespread, with the number of new cancer cases in China projected to reach 5.064 million in 2024, a year-on-year increase of 2.61%. This growing cancer population drives the demand for mAbs. Additionally, mAbs have shown efficacy in treating other diseases, such as asthma and inflammatory bowel diseases, providing new development opportunities for the mAb industry [4][5]. Current Status - Since the launch of the first therapeutic mAb in 1986, the mAb market has rapidly developed, with significant products like trastuzumab and adalimumab emerging. By 2024, the global mAb market size is expected to reach 273.3 billion USD, with a year-on-year growth of 9.15% [4][5]. Competitive Landscape - In the global pharmaceutical market, mAbs are becoming a cornerstone of biopharmaceuticals, with 8 mAbs appearing in the top 20 global drug sales rankings in 2024. The success of mAbs in treating tumors and immune diseases is notable, and advancements in biopharmaceutical technology may expand their role in treating infectious diseases [5][6]. Domestic Market Dynamics - In 2024, only 7 mAbs are among the top 30 chemical and biological drugs sold in Chinese hospitals, indicating significant room for growth in the domestic mAb market. The market is expected to expand further as domestic companies gain market share [7][8]. Company Analysis - Domestic companies like BeiGene, Innovent Biologics, Junshi Biosciences, and others are increasingly capturing market share previously dominated by multinational corporations. For instance, BeiGene's Tislelizumab leads in the PD-1 mAb market in China, while Innovent's Sintilimab and Junshi's Toripalimab also hold significant positions [8][9]. Future Trends - The quality and efficacy of domestic mAbs are expected to improve with ongoing advancements in research and production technologies. This may lead to a further increase in market share, breaking the monopoly of multinational companies. Additionally, the application of mAbs is anticipated to expand beyond cancer and autoimmune diseases to include infectious and transmissible diseases [11].

Group 1 - The core point of the article is that Baike Biological has received the Drug Registration Certificate for its nasal spray influenza attenuated live vaccine from the National Medical Products Administration [1] Group 2 - The announcement was made on the evening of August 25, indicating a significant regulatory milestone for the company [1] - The approval of the vaccine may enhance the company's product portfolio and market position in the biopharmaceutical industry [1] - This development reflects the ongoing efforts in the industry to innovate and provide effective vaccination options against influenza [1]

Core Viewpoint - Changchun High-tech (000661) announced that its subsidiary, Baike Biological, received the drug registration certificate for a nasal spray influenza live attenuated vaccine from the National Medical Products Administration [1] Group 1: Product Details - The vaccine is a nasal formulation with a specification of 0.2ml per dose [1] - It is intended for use in individuals aged 3 to 17 years [1] Group 2: Business Impact - The approval is expected to facilitate the promotion and use of Baike Biological's influenza vaccine, optimizing the company's product structure [1] - This development is anticipated to further enhance the company's core competitiveness [1] Group 3: Market Considerations - There is uncertainty regarding the timeline for the vaccine's market launch and sales [1]

证券代码：688276 证券简称：百克生物 公告编号：2025-028 长春百克生物科技股份公司 受理号：CXSS2400043 关于自愿披露鼻喷流感减毒活疫苗上市许可申请获得批准的公告 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。 重要内容提示： 1、长春百克生物科技股份公司（以下简称"公司"）近日收到国家药品监督 管理局下发的鼻喷流感减毒活疫苗《药品注册证书》。 2、本次鼻喷流感减毒活疫苗取得药品注册证书后尚需取得产品批签发证明并 完成各地准入等程序，上市销售时间具有一定的不确定性。敬请广大投资者谨慎决 策，注意防范投资风险。 现将相关情况公告如下： 一、《药品注册证书》的主要信息 证书编号：2025S02547 药品名称：鼻喷流感减毒活疫苗 剂型：鼻用制剂 规格：每支 0.2ml。每 1 次人用剂量为 0.2ml，含 A（H1N1）型和 A（H3N2） 型流感减毒活病毒滴度均应不低于 6.9 lg EID50，B 型流感减毒活病毒滴度应不低于 6.4 lg EID50。 注册分类：预防用生物制品 药品批准文号：国药 ...

Group 1 - The core point of the article is that Baike Biotech (688276.SH) has received the Drug Registration Certificate for a nasal spray live attenuated influenza vaccine from the National Medical Products Administration [1] - The newly approved vaccine simulates natural infection by the influenza virus through nasal administration, creating an immune barrier in the respiratory tract against influenza virus invasion [1] - This vaccine is an upgraded liquid formulation from the previously marketed lyophilized nasal spray live attenuated influenza vaccine, eliminating the need for reconstitution during use, making it more convenient for administration [1] - The target population for this vaccine is individuals aged 3 to 17 years [1]

Core Viewpoint - The company, Baike Biotech (688276.SH), has received the Drug Registration Certificate for a nasal spray live attenuated influenza vaccine from the National Medical Products Administration, marking a significant advancement in its product offerings [1] Group 1: Product Development - The newly approved nasal spray influenza vaccine simulates natural infection by the influenza virus, establishing an immune barrier in the respiratory tract to prevent viral invasion [1] - This vaccine is an upgraded liquid formulation from the previously available freeze-dried version, eliminating the need for reconstitution during use, thus enhancing convenience for administration [1] - The target population for this vaccine includes individuals aged 3 to 17 years [1]

Group 1 - The core point of the article is that Baike Biological has received approval for its nasal spray influenza live attenuated vaccine from the National Medical Products Administration [1] - The vaccine is classified as a preventive biological product and is intended for the age group of 3 to 17 years [1] - The vaccine is in a nasal formulation with a specification of 0.2ml per dose [1]

Core Viewpoint - The company has received the drug registration certificate for the nasal spray influenza live attenuated vaccine from the National Medical Products Administration, which is expected to enhance the promotion and use of its influenza vaccine products [1] Group 1: Product Development - The vaccine is suitable for individuals aged 3 to 17 years and is administered via the nasal route, creating an initial immune barrier against influenza virus invasion in the respiratory tract [1] - The vaccine formulation has been upgraded from a freeze-dried form to a liquid form, making it more convenient for use [1] Group 2: Market Impact - The approval of this vaccine is anticipated to optimize the company's product structure and strengthen its core competitiveness in the market [1] - There is uncertainty regarding the timeline for the vaccine's market launch and sales, which presents potential investment risks [1]

证券代码：688276 证券简称：百克生物 公告编号：2025-027 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。 重要内容提示： 会议召开时间：2025 年 9 月 1 日（星期一）上午 09:00-10:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 8 月 25 日（星期一）至 8 月 29 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@bchtpharm.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 长春百克生物科技股份公司（以下简称"公司"）将于 2025 年 8 月 30 日发 布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半 年度经营成果、财务状况，公司计划于 2025 年 9 月 1 日（星期一）上午 09:00-10:0 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688276 | 百克生物 | 25.40 | 8.09% | 11.19万 | 2.75亿 | | 688520 | 神州细胞 | 73.20 | 6.94% | 15.40万 | 11.00亿 | | 688331 | 荣昌生物 | 76.99 | 4.35% | - 14.02万 | 10.53亿 | | 300239 | 东宝生物 | 5.94 | 3.85% | 19.94万 | 1.17亿 | | 688163 | 赛伦生物 | 26.15 | 3.81% | 2.75万 | 7126.14万 | | 300841 | 康华生物 | 92.06 | 3.67% | 6.31万 | 5.74亿 | | 301166 | 优宁维 | 33.75 | 2.99% | 1.91万 | 6363.30万 | | 688177 | 百圆泰 | 33.29 | 2.91% | 4.75万 | 1.56亿 | | 600739 | 辽宁成大 | + 1 ...