人民财讯12月7日电，智翔金泰(688443)12月7日公告，公司自主研发的赛立奇单抗注射液（金立希）成 功纳入《国家基本医疗保险、生育保险和工伤保险药品目录（2025年）》。新版国家医保目录将自2026 年1月1日起正式实施。 （原标题：智翔金泰：赛立奇单抗注射液被纳入2025年国家医保目录） ...

Core Viewpoint - The company announced that its self-developed monoclonal antibody injection, Sairiqi (Jinlixi), has been successfully included in the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug List, effective from January 1, 2026, with an agreement valid until December 31, 2027 [1] Group 1 - The drug is classified as a Class I biological product and a Class B prescription drug, intended for the treatment of moderate to severe plaque psoriasis and ankylosing spondylitis [1] - The corresponding indications for the drug are expected to receive market approval in August 2024 and January 2025, respectively [1] - Inclusion in the medical insurance list may facilitate the market promotion and sales of the product, although sales are subject to various influencing factors, leading to uncertainty [1]

Core Viewpoint - The company Zhixiang Jintai (688443.SH) announced that its self-developed monoclonal antibody injection, Saliqi, has been successfully included in the National Medical Insurance Directory, effective from January 1, 2026 [1] Group 1: Product Information - Saliqi is a recombinant fully human anti-IL-17A monoclonal antibody classified as a Class I therapeutic biological product [1] - The product specifically binds to IL-17A protein in serum, blocking its interaction with IL-17RA, thereby inhibiting the occurrence and development of inflammation [1] - Saliqi is aimed at treating autoimmune diseases characterized by overexpression of IL-17A, such as plaque psoriasis and radiographic axial spondyloarthritis [1]

Core Viewpoint - The announcement by Zhixiang Jintai (688443.SH) regarding the inclusion of its self-developed drug, Saliqi monoclonal antibody injection (Jinlixi), in the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug List is a significant development that is expected to positively impact the company's long-term operational performance [1] Group 1: Drug Development and Market Impact - The drug is classified as a Class I biological product and is intended for adult patients with moderate to severe plaque psoriasis and adult patients with ankylosing spondylitis who have inadequate response to conventional treatments [1] - The new drug list will officially take effect on January 1, 2026, which is anticipated to facilitate market promotion and future sales of the drug [1] Group 2: Financial Implications - Inclusion in the medical insurance directory is expected to have a positive effect on the company's long-term operating performance [1] - However, the actual sales will be influenced by various factors, including the medical insurance payment standards and reimbursement details as per the information published by the National Healthcare Security Administration, indicating some level of uncertainty [1]

证券代码：688443 证券简称：智翔金泰 公告编号：2025-051 重庆智翔金泰生物制药股份有限公司 自愿披露关于赛立奇单抗注射液纳入2025年国家 医保目录的公告 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、准确性和完整性承担法律责任。 商品名：金立希 注册类别：治疗用生物制品Ⅰ类 药品分类：白介素抑制剂 医保分类：乙类 处方药/非处方药：处方药 剂型：注射液 适应症：1、适合系统治疗或光疗的中度至重度斑块状银屑病成人患者；2、 常规治疗疗效欠佳的强直性脊柱炎（放射学阳性中轴型脊柱关节炎）成人患者。 协议有效期：2026 年 1 月 1 日至 2027 年 12 月 31 日 根据国家医保局、人力资源社会保障部《关于印发<国家基本医疗保险、生 育保险和工伤保险药品目录>以及<商业健康保险创新药品目录>(2025 年)的通 知》，重庆智翔金泰生物制药股份有限公司（以下简称"公司"）自主研发的赛 立奇单抗注射液（金立希）成功纳入《国家基本医疗保险、生育保险和工伤保险 药品目录》（以下简称"国家医保目录"）。新版国家医保目录将自 2026 年 1 月 ...

Core Insights - As of the end of the third quarter of 2025, the number of shareholders for Zhixiang Jintai is reported to be 12,640 [2] Company Summary - Zhixiang Jintai has provided an update on its shareholder count, indicating a total of 12,640 shareholders as of the specified date [2]

Core Viewpoint - The company Zhixiang Jintai is currently conducting Phase I clinical trials for its monoclonal antibody GR2102, which targets respiratory syncytial virus (RSV) [1] Group 1 - The GR2102 injection is in the Phase I clinical trial stage [1] - Investors are inquiring about the commercialization timeline for GR2102 [1]

Core Viewpoint - The company Zhixiang Jintai (688443.SH) is gaining attention as it progresses towards commercializing its core product, the Sairiqi monoclonal antibody injection, despite its initial poor stock performance and ongoing losses. Investors are keen to understand when the company will achieve profitability as it moves into a phase of revenue realization [1][4]. Financial Performance - In the third quarter, Zhixiang Jintai reported a revenue of 162.16 million yuan, a year-on-year increase of 1199.88%, while the net profit attributable to shareholders was a loss of 53.28 million yuan, significantly narrowing from a loss of 187 million yuan in the same period last year [3][4]. - For the first three quarters, the company achieved a total revenue of 208 million yuan, reflecting a year-on-year increase of 1562.05%, with the net loss narrowing from 550 million yuan to 370 million yuan, a reduction of 32.73% [4]. Product Development and Market Position - Zhixiang Jintai focuses on the development of monoclonal and bispecific antibodies for autoimmune, infectious diseases, and oncology. Currently, only one product has been approved for sale, and the company has incurred a cumulative net loss of 2.869 billion yuan from 2020 to 2024 [5][7]. - The Sairiqi monoclonal antibody injection has been approved for two indications and is expected to contribute significantly to revenue, having generated 45.38 million yuan in sales in the first half of the year [7][8]. - The company is facing competition from multiple IL-17A targeted drugs, including Novartis's Secukinumab, which has established a strong market presence with sales reaching 2.08 billion yuan in 2022 and increasing to 2.75 billion yuan in 2023 [8][9]. Research and Development - Zhixiang Jintai has over ten products in its research pipeline, with three currently under review for approval. The company has invested heavily in R&D, with expenditures of 4.54 billion yuan, 6.20 billion yuan, and 6.10 billion yuan over the last three years, totaling 16.85 billion yuan [10][11]. - Recent collaborations have provided short-term financial relief, including a partnership with Cullinan Therapeutics that brought in a $20 million upfront payment and potential milestone payments totaling $692 million [12][13]. Future Outlook - The company aims to enhance its product pipeline and market presence through innovative drug discovery technologies and expanding its therapeutic targets. However, long-term sustainability will depend on the success of its proprietary products in generating consistent revenue [13].

Market Overview - The biopharmaceutical sector increased by 0.36% compared to the previous trading day, with Jindike leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Jindike (688670) saw a closing price of 30.90, with a significant increase of 20.00% and a trading volume of 192,400 shares, amounting to a transaction value of 572 million [1] - Rongchang Bio (688331) closed at 92.25, up 5.43%, with a trading volume of 68,800 shares and a transaction value of 635 million [1] - Sanofi (688336) closed at 68.39, up 4.59%, with a trading volume of 74,400 shares and a transaction value of 510 million [1] - Other notable performers include Olin Bio (616889) with a 4.43% increase and Hualan Bio (301207) with a 3.21% increase [1] Fund Flow Analysis - The biopharmaceutical sector experienced a net inflow of 20.94 million from institutional investors, while retail investors saw a net outflow of 57.02 million [2] - Jindike had a net inflow of 57.00 million from institutional investors, despite a net outflow of 19.76 million from retail investors [3] - Rongchang Bio also saw a net inflow of 32.94 million from institutional investors, with retail investors withdrawing 25.48 million [3]

Market Overview - The net outflow of main funds in the Shanghai and Shenzhen markets reached 40.955 billion yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 5.791 billion yuan [1] - A total of 178 stocks saw net inflows, while 415 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 93 stocks rose, while 496 stocks fell, with one stock, He Xin Instrument, hitting the daily limit down [1] - C Hengkun, listed for 5 days, had a significant drop of 2.44% [1] Fund Flow Analysis - Among the 178 stocks with net inflows, five stocks had inflows exceeding 100 million yuan, led by Yuanjie Technology with a net inflow of 316 million yuan [2] - Other notable inflows included Changguang Huaxin and Yingshi Innovation, with net inflows of 144 million yuan and 113 million yuan, respectively [2] Continuous Fund Flow - 46 stocks showed continuous net inflows for more than three trading days, with Weigao Orthopedics leading at 10 consecutive days of inflow [2] - Conversely, 202 stocks experienced continuous net outflows, with Zhixiang Jintai leading at 17 consecutive days of outflow [2] Top Fund Inflows - The top stocks by net inflow included: - Yuanjie Technology: 315.73 million yuan, 10.22% inflow rate, 3.56% increase [2] - Changguang Huaxin: 144.31 million yuan, 11.14% inflow rate, 2.00% increase [2] - Yingshi Innovation: 113.72 million yuan, 21.35% inflow rate, 4.26% increase [2] Notable Outflows - The stocks with the highest net outflows included: - SMIC: 800.2 million yuan, 1.42% decrease [1] - Baiwei Storage: 344 million yuan outflow [1] - Guodun Quantum: 263 million yuan outflow [1]