（编辑 李家琪） 证券日报网讯 8月19日晚间，诺诚健华发布公告称，公司拟以自有资金不超过人民币4.76336亿元收购广 州高新区科技控股集团有限公司持有的公司控股子公司广州诺诚健华医药科技有限公司7%的剩余全部 股权。若收购成功，公司将持有广州诺诚健华100%的股权。 ...

Financial Data and Key Metrics Changes - Total revenue for the first half of 2025 reached RMB 3,731 million, representing a year-on-year increase of 74.3% [4] - Drug sales achieved RMB 641 million with a year-on-year growth of 53.5% [4][14] - Net loss for 2025 significantly narrowed to RMB 35.6 million, a year-on-year decrease of 86.7% [4][15] - Cash position stood at RMB 7,600 million, equivalent to approximately USD 1,100 million [16] Business Line Data and Key Metrics Changes - The company reported strong performance in its drug sales, particularly from relabotinib, which contributed significantly to revenue growth [14][19] - Tafasitamab was highlighted as a new growth driver, approved for treating DLBCL patients in China [15] - The company is transitioning to a diversified multi-franchise portfolio with several late-stage drivers expected to contribute to long-term revenue growth [15] Market Data and Key Metrics Changes - The market potential for ITP is estimated to be around RMB 1 billion to 1.5 billion in China, while the potential for SLE is around RMB 3 billion [64] - The company anticipates that the first-line CLL indication will significantly enhance its market position and sales potential [62] Company Strategy and Development Direction - The company aims to expand its international presence through strategic collaborations, such as the partnership with Prolyom for developing specific antibodies [17][18] - The focus is on advancing its clinical pipeline, particularly in hematology and autoimmune diseases, with several drugs in late-stage trials [24][50] - The company is committed to maintaining a strong R&D backbone, with R&D expenses increasing to RMB 450 million in the first half of 2025 [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving at least 35% growth for Orillah in 2025, driven by strong market demand and unique product positioning [21][62] - The company is optimistic about the upcoming approvals and market entries for its drugs, particularly in the autoimmune disease segment [23][64] - Management highlighted the importance of patient enrollment and clinical trial progress as critical factors for future success [10][12] Other Important Information - The company has made significant progress in its R&D pipeline, with multiple drugs in various stages of clinical trials, including BCL-2 inhibitors and BTK inhibitors [24][50] - The company is actively pursuing global clinical trials for its drugs, particularly in the AML and MDS indications, which are expected to enhance its market presence [78] Q&A Session Summary Question: Regarding the performance of Orillah and potential guidance adjustments - Management noted that Orillah's revenue exceeded 50% growth in the first half, indicating confidence in surpassing the 35% annual guidance [62][63] Question: Expectations for pricing negotiations related to new indications - Management is preparing for negotiations and believes that the unique value of their products will support strong sales momentum [70][71] Question: R&D expenses outlook considering global trials - Management indicated that R&D expenses are expected to grow by 15% to 20% over the next two years, with a focus on late-stage clinical trials [73][74] Question: Global trial plans for BCL-2 inhibitors - Management clarified that while they are focusing on the Chinese market for first-line CLL, they are prioritizing global trials for AML and MDS due to urgent market needs [78] Question: Progress on lupus indication and phase three trials - Management expects to have top-line results from the phase two trial by September, which will inform decisions on phase three trials [91]

Financial Data and Key Metrics Changes - Total revenue for the first half of 2025 reached RMB 3,731 million, representing a year-on-year increase of 74.3% [4] - Drug sales achieved RMB 641 million with a year-on-year growth of 53.5% [4][13] - Net loss for 2025 significantly narrowed to RMB 35.6 million, a decrease of 86.7% year-on-year [4][15] - Cash position stood at RMB 7,600 million, equivalent to approximately USD 1,100 million [15] Business Line Data and Key Metrics Changes - The company reported strong performance in its hematology oncology segment, particularly with the drug Orillah, which achieved over 50% growth in the first half of 2025 [18] - Tafasitamab was approved as the first CD19 antibody product for treating DLBCL patients in China, contributing to revenue growth [14][18] - The company is transitioning to a diversified multi-franchise portfolio, with several late-stage drivers expected to add durable revenue growth [14] Market Data and Key Metrics Changes - The market potential for ITP is estimated to be around RMB 1 billion to 1.5 billion in China, while the potential for SLE is around RMB 3 billion [60] - The company anticipates significant market opportunities in autoimmune diseases, with a focus on expanding its patient base [22][46] Company Strategy and Development Direction - The company aims to expand its international presence through strategic collaborations, such as the partnership with Prolyom for developing and commercializing ICP B02 [16] - The focus is on advancing its clinical pipeline, particularly in hematology and autoimmune diseases, with several drugs in late-stage trials [15][22] - The company is committed to maintaining a strong R&D backbone, with R&D expenses increasing to RMB 450 million, reflecting its commitment to innovation [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving at least 35% growth for Orillah in 2025, driven by strong market demand and unique product positioning [19] - The company is optimistic about the upcoming approvals and market entries for its drugs, which are expected to significantly enhance revenue streams [14][22] - Management highlighted the importance of patient enrollment in ongoing clinical trials to support future growth [9][10] Other Important Information - The company has made significant progress in its R&D pipeline, with multiple drugs in various stages of clinical trials, including BCL2 inhibitors and BTK inhibitors [5][10] - The company is actively pursuing global trials for its drugs, particularly in the areas of AML and MDS, to capitalize on unmet medical needs [36][41] Q&A Session Summary Question: Regarding Orillah's performance and future guidance - Management confirmed that Orillah achieved over 50% growth in the first half of 2025, exceeding the annual guidance of 35% [58] - The company is confident in its ability to raise guidance based on strong market performance and upcoming product approvals [59] Question: Expectations for pricing negotiations and R&D expenses - Management is preparing for negotiations related to pricing and expects to provide unique value to patients, which will support sales momentum [65] - R&D expenses are projected to increase as the company invests in late-stage clinical trials and global initiatives [69] Question: Global trials for BCL2 inhibitors - Management indicated that while there are excellent results for first-line CLL, the focus will initially be on launching in China before considering global trials [73] Question: Progress on lupus indication and ADC pipeline - Management expects to have top-line results for the lupus indication by September and is optimistic about the ADC pipeline's potential [88][90]

来源：市场资讯 （来源：诺诚健华） 诺诚健华（香港联交所代码：09969；上交所代码：688428）今日发布截至2025年6月30日的2025年中期 业绩报告和公司进展。 奥布替尼持续放量助推营收大涨 诺诚健华2025年上半年收入同比增长74.3%，达到7.3亿元 [1]，主要归功于核心产品奥布替尼（商品 名：宜诺凯®）的持续放量以及公司与Prolium达成授权许可获得的首付款。药品收入上半年同比增长 53.5%，达到6.4亿元，主要是源于奥布替尼纳入国家医保后持续放量，尤其是独家适应症边缘区淋巴瘤 惠及更多患者，以及商业化团队执行能力的不断强化。公司上半年亏损同比降低86.7%，减少至0.36亿 元，亏损大幅缩窄是源于营业收入的增加以及成本效率进一步提升。 与此同时，公司 2025 年上半年研发费用同比增加6.9%[2]，达到4.5亿元，研发费用的增加主要是搭建差 异化研发平台和推进更多临床III期项目。 截至2025年6月30日，诺诚健华持有现金及相关账户结余约 76.8亿元。强劲的现金流将有助于公司加速 推进多项III期注册临床试验开发和投资于差异化的ADC及其他管线，致力于为全球患者提供更多更好 的治 ...

智通财经APP讯，诺诚健华(688428.SH)发布2025年半年度报告，报告期内，公司实现营业收入7.31亿 元，同比增长74.26%。归属于上市公司股东净亏损3009.14万元，归属于上市公司股东的扣除非经常性 损益净亏损8227.13万元，基本每股亏损0.02元。 ...

中证报中证网讯(王珞)8月19日晚间，诺诚健华发布截至2025年6月30日的2025年中期业绩公告。2025年 上半年，诺诚健华收入同比增长74.3%，达到7.3亿元，主要归功于核心产品奥布替尼(商品名：宜诺凯) 的持续放量以及公司与Prolium达成授权许可获得的首付款。上半年药品收入同比增长53.5%，达到6.4 亿元，主要是源于奥布替尼纳入国家医保后持续放量，尤其是独家适应症边缘区淋巴瘤惠及更多患者， 以及商业化团队执行能力的不断强化。公司上半年亏损同比降低86.7%，减少至0.36亿元。 此外，诺诚健华上半年研发费用同比增加6.9%，达到4.5亿元，研发费用的增加主要是搭建差异化研发 平台和推进更多临床III期项目。截至2025年6月30日，诺诚健华持有现金及相关账户结余约76.8亿元。 强劲的现金流将有助于诺诚健华加速推进多项III期注册临床试验开发和投资于差异化的ADC及其他管 线。 诺诚健华联合创始人、董事长兼首席执行官崔霁松博士说："我们将全速推进公司2.0快速发展新阶段目 标的实现，加速推进创新、商业化和国际化。未来三到五年，将推进多款创新药获批上市，大幅提升商 业化收入；继续加速全球化，推 ...

人民财讯8月19日电，诺诚健华(688428)8月19日晚间披露2025年半年报，公司上半年实现营业收入7.31 亿元，同比增长74.26%；归母净利润为-3009.14万元，上年同期亏损2.62亿元。基本每股收益-0.02元。 报告期内，营业收入较上年同期增加，主要系奥布替尼销售量持续增加及达成授权许可确认相关收入所 致，其中药品销售收入增长53.47%。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 InnoCare Pharma Limited 諾誠健華醫藥有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：9969） 海外監管公告 本公告乃諾誠健華醫藥有限公司（「本公司」）根據香港聯合交易所有限公司證 券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊登之《2025年半年度報告》、《2025年半 年度報告摘要》、《2025年半年度募集資金存放與實際使用情況的專項報告》、 《關於部分募投項目延期及使用募集資金向全資子公司增資以實施募投項目的 公告》、《關於使用自有資金支付募投項目所需資金並以募集資金等額置換的 公告》、《關於收購控股子公司剩餘股權的公告》、《關於修訂及制定部分公司 治理制度的公告》、《2025年度"提質增效重回報"行動方案的半年度評估報告》、 《中國國際金融股份有限公司關於諾誠健華醫藥有限公司部分募投項目延期及 使用募集資金向全資 ...

诺诚健华表示，本次收购股权完成后，公司将持有广州诺诚健华100%的股权，进一步增强公司对子公 司的控制力，提高运营和决策管理效率，降低管理成本与控制风险，实现公司整体资源的优化配置，助 力于公司实现2.0战略发展目标。 同日晚间，诺诚健华披露2025年半年报显示，公司上半年实现的营业收入约为7.31亿元，同比增长 74.26%。主要归功于核心产品奥布替尼（商品名：宜诺凯）的持续放量以及公司与Prolium达成授权许 可获得的首付款。公司上半年亏损同比降低86.7%，减少至0.36亿元，亏损大幅缩窄是源于营业收入的 增加以及成本效率进一步提升。 北京商报讯（记者 丁宁）8月19日晚间，诺诚健华（688428）发布公告称，公司拟以自有资金不超过 4.76亿元收购广州高新区科技控股集团有限公司持有的公司控股子公司广州诺诚健华医药科技有限公司 （以下简称"广州诺诚健华"）7%的剩余全部股权。 ...

诺诚健华（SH 688428，收盘价：31.81元）8月19日晚间发布半年度业绩报告称，2025年上半年营业收 入约7.31亿元，同比增加74.26%；归属于上市公司股东的净利润亏损约3009万元；基本每股收益亏损 0.02元。 （文章来源：每日经济新闻） ...