证券代码：002019 证券简称：亿帆医药 公告编号：2026-002 亿帆医药股份有限公司 关于全资子公司签署独家商业合作协议及相关协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 1、签署协议内容： 公司全资子公司亿帆制药分别与尚德药缘、天津尚德签订《独家协议》，《独 家协议》约定尚德药缘有偿将其自主开发的标的产品药物活性成分为二甲胺基含 笑内酯富马酸盐一水合物在合作区域合作领域范围内授予亿帆制药可分许可的、 不可撤销的独占性的权利和许可，亿帆制药可以自行在合作区域及合作领域范围 内使用许可知识产权开发、生产以及商业化标的产品，同时，授予标的产品在合 作区域内其他适应症进行生产和商业化权利的独占优先谈判权。亿帆制药需向尚 德药缘支付10,000万元的首付款、10,000万元基石投资款或5,000万元里程碑付款 （二选一）、分级的净销售额分成，及中国区以外的分许可收入分成（如有）。 2、特别风险提示： （1）截至本公告披露日，标的产品在合作领域的适应症在中国境内处于III 期临床试验入组阶段，尚需完成临床开发、注册等诸多环节，因此， ...

证券代码：002019 证券简称：亿帆医药 公告编号：2026-003 亿帆医药股份有限公司 产品名称：注射用重组人白介素 22-Fc 融合蛋白 申请的适应症：移植物抗宿主病 剂型：注射用冻干粉针剂 受理号：CXSL2500929 关于控股子公司在研产品F-652国内新增适应症移植物抗宿 主病获得临床试验批准通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 亿帆医药股份有限公司（以下简称"公司"）控股子公司亿一生物医药开发（ 上海）有限公司、亿一生物制药（北京）有限公司（上述子公司以下合称"亿一生 物"）于近日收到国家药品监督管理局核准签发的《药物临床试验批准通知书》， 同意亿一生物就在研产品注射用重组人白介素22-Fc融合蛋白（以下简称"F-652"） 开展治疗移植物抗宿主病（GVHD）II期临床试验。现将相关情况公告如下： 一、基本情况 通知书编号：2025LP03614 申请类型：新药 注册分类：治疗用生物制品 1 类 申请人：亿一生物医药开发（上海）有限公司、亿一生物制药（北京）有限 公司 审批结论：根据《中华人民共和国药品管理法》及有关规 ...

证券代码：002019 证券简称：亿帆医药 公告编号：2026-001 亿帆医药股份有限公司 亿帆医药股份有限公司董事会 二、董事会会议审议情况 经全体董事认真审议，会议以投票表决的方式形成以下决议： （一）会议以6票同意、0票反对、0票弃权的结果，审议通过了《关于全资 子公司签署独家商业合作协议及相关协议的议案》 具体内容详见公司同日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关 于全资子公司签署独家商业合作协议及相关协议的公告》。 三、备查文件 1、《公司第九届董事会第三次（临时）会议决议》 特此公告。 第九届董事会第三次（临时）会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 亿帆医药股份有限公司（以下简称"公司"）第九届董事会第三次（临时） 会议于 2025 年 12 月 31 日以邮件的方式发出通知，于 2026 年 1 月 5 日以现场加 通讯表决的方式在公司六楼会议室召开，其中以通讯表决方式参加会议的董事为 周本余先生、林行先生、曾玉红女士、刘梅娟女士。会议应出席董事 6 名，实际 ...

Core Viewpoint - Yifan Pharmaceutical's subsidiary Yiyisheng Biotechnology has received approval from the National Medical Products Administration for the clinical trial of F-652, a novel drug aimed at treating graft-versus-host disease (GVHD) [1] Group 1: Product Development - F-652 is a recombinant human interleukin 22-Fc fusion protein developed using the company's proprietary Di-KineTM dual-molecule technology platform [1] - The drug is the first of its kind (Class 1 innovative biopharmaceutical) and is designed to mimic the activity of natural interleukin 22 in the body [1] - The Fc fragment fused to the drug significantly extends its half-life, thereby enhancing clinical efficacy [1] Group 2: Clinical Trial Approval - The National Medical Products Administration has granted a Clinical Trial Approval Notice for the Phase II clinical trial of F-652 [1] - This approval marks a significant milestone in the development of F-652 for treating GVHD [1]

Group 1 - Yifan Pharmaceutical's stock increased by 5.1%, reaching 12.57 CNY per share, with a trading volume of 204 million CNY and a turnover rate of 1.96%, resulting in a total market capitalization of 15.29 billion CNY [1] - The company, established on November 10, 2000, and listed on July 13, 2004, is located in Lin'an District, Hangzhou, Zhejiang Province, and primarily engages in the production and sale of active pharmaceutical ingredients and high polymer materials [1] - The revenue composition of Yifan Pharmaceutical includes self-owned pharmaceutical products (including imports) at 75.52%, vitamins at 11.47%, other pharmaceutical products at 9.52%, high polymer materials at 3.00%, and pharmaceutical services at 0.49% [1] Group 2 - Jin Yuan Shun An Fund has a significant holding in Yifan Pharmaceutical, with the Jin Yuan Shun An Baoshi Dynamic Mixed Fund (620001) holding 112,000 shares, accounting for 3.48% of the fund's net value, making it the eighth largest holding [2] - The Jin Yuan Shun An Baoshi Dynamic Mixed Fund was established on August 15, 2007, with a latest scale of 44.6294 million CNY, achieving a year-to-date return of 11.82% and a one-year return of 11.82%, ranking 5551 out of 8155 in its category [2] Group 3 - The fund manager of Jin Yuan Shun An Baoshi Dynamic Mixed Fund is Kong Xiangpeng, who has been in the position for 8 years and 194 days, with a total fund asset size of 14.3 million CNY, and has experienced a best return of -1.71% and a worst return of -11.58% during his tenure [3] - Co-manager Shang Changceng has been in the role for 2 years and 72 days, managing assets of 44.6291 million CNY, with a best return of 14.04% and a worst return of 0.05% during his tenure [3]

Core Insights - The article discusses the successful international pricing strategy of Chinese innovative drug Yili Shu, which is priced at approximately $4,600 in the U.S. compared to its domestic price of 2,388 yuan, indicating a shift in the global valuation of Chinese innovative drugs [3][4][5] - The recognition of the value of Chinese innovative drugs in the global market is attracting multinational pharmaceutical companies to engage more deeply in the development of this industry [3][4] Group 1: Pricing and Market Strategy - Yili Shu's pricing in the U.S. reflects its integration into the global mainstream market value pricing system, moving beyond cost-based pricing [3][4] - The core of product pricing in the U.S. is based on clinical value, safety, and convenience rather than domestic costs, leading to significant price differences across markets [5] - The essence of premium pricing lies in the product's replicability and sustainability in supply and usage, rather than a one-time high price [5][6] Group 2: International Collaboration and Growth - By 2025, the total amount of foreign licensing for Chinese innovative drugs is expected to reach a historical high, with a shift from single product licensing to joint research and development [3][8] - The partnership between Heng Rui Pharmaceutical and GSK, involving a potential total amount of $12 billion, highlights the growing recognition of the global competitiveness of Chinese innovative drugs [8] - The NewCo model is emerging as a new path for Chinese innovative drug companies to enter international markets, allowing for better decision-making and sharing of long-term benefits [8][9] Group 3: Challenges and Future Directions - The Chinese innovative drug industry is transitioning from merely entering the U.S. and European markets to establishing a sustainable competitive presence [9][10] - Key challenges include developing a comprehensive intellectual property defense system, ensuring long-term compliance efficiently, and understanding cultural and commercial differences in the global market [9][10] - Future trends indicate a shift from selling products to exporting technological capabilities, with a focus on joint development and early involvement in global research decisions [10]

Core Viewpoint - Yifan Pharmaceutical (002019) is experiencing significant growth in its core innovative drug, Yilishu, with a notable increase in both domestic and international shipments, indicating a strong market presence and potential for future performance enhancement [1][2][5] Group 1: Product Performance - Yilishu's cumulative shipment volume in domestic and international markets has exceeded 500,000 units, with a year-on-year growth rate of over 80% [1] - The product has achieved a terminal price of $4,600 per unit in the U.S. market, with shipments surpassing 46,000 units, showcasing the effectiveness of the company's international expansion strategy [1] - Another innovative drug, Yinikang, has also shown impressive performance, with a cumulative shipment volume growth exceeding 200% year-on-year [1][3] Group 2: Regulatory and Clinical Advancements - Yilishu has received significant endorsements from authoritative guidelines, being included as a top recommendation in multiple international cancer treatment guidelines [2] - The drug's clinical study, Guard-02, has been selected for presentation at the prestigious ESMO annual meeting, further solidifying its position in the oncology support treatment market [2] Group 3: Research and Development Progress - The company has multiple innovative products in its pipeline, including the approval of N-3C01 injection for clinical trials targeting advanced solid tumors and non-muscle invasive bladder cancer [3] - The company is also advancing its clinical trials for various other products, including a compound for treating advanced recurrent platinum-resistant ovarian cancer [3] Group 4: Globalization and Business Development - In 2025, the global business development (BD) center was established to enhance the company's capabilities in product transactions, cross-border negotiations, and market expansion [4] - The BD center aims to create a unique business model that integrates both inbound and outbound strategies, focusing on localizing multinational products and promoting domestic innovative drugs globally [4] Group 5: Industry Outlook - The innovative drug sector is viewed as a promising area for growth within the pharmaceutical industry, supported by favorable policies and a global commercialization trend [5] - As Yifan Pharmaceutical's innovative pipeline matures, the company's growth potential and long-term investment value are expected to become more pronounced, offering investors both certainty and growth opportunities [5]

Group 1 - Yifan Pharmaceutical's stock increased by 1.19% to 11.91 CNY per share, with a trading volume of 79.05 million CNY and a turnover rate of 0.80%, resulting in a total market capitalization of 14.487 billion CNY [1] - The company, established on November 10, 2000, and listed on July 13, 2004, is located in Lin'an District, Hangzhou, Zhejiang Province, and primarily engages in the production and sale of active pharmaceutical ingredients and high polymer materials [1] - The revenue composition of Yifan Pharmaceutical includes self-owned pharmaceutical products (including imports) at 75.52%, vitamins at 11.47%, other pharmaceutical products at 9.52%, high polymer materials at 3.00%, and pharmaceutical services at 0.49% [1] Group 2 - Jin Yuan Shun An Fund has a significant holding in Yifan Pharmaceutical, with the Jin Yuan Shun An Baoshi Dynamic Mixed Fund (620001) holding 112,000 shares, representing 3.48% of the fund's net value, making it the eighth largest holding [2] - The Jin Yuan Shun An Baoshi Dynamic Mixed Fund was established on August 15, 2007, with a latest scale of 44.6294 million CNY, achieving a year-to-date return of 10.98% and a one-year return of 9.05% [2] - The fund's performance ranks 5651 out of 8085 in the year-to-date category and 5826 out of 8085 over the past year, with a cumulative return of 44.61% since inception [2]

证券代码：002019 证券简称：亿帆医药 公告编号：2025- 069 亿帆医药股份有限公司 关于调剂担保额度及为全资子公司提供担保的进展公告 公司因全资子公司亿帆制药业务发展需要，于2025年12月29日分别与中国农 业银行股份有限公司肥西县支行（以下简称"农业银行肥西支行"）、上海浦东 发展银行股份有限公司合肥分行（以下简称"浦东银行合肥分行"）签订《最高 额保证合同》，同意为亿帆制药向农业银行肥西支行形成的债务提供连带责任保 证，最高担保金额为人民币7,000万元；同意为亿帆制药向浦东银行合肥分行形 成的债务提供连带责任保证，最高担保金额为人民币10,000万元。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保额度调剂情况 亿帆医药股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开的第 八届董事会第十六次会议及 2025 年 5 月 20 日召开的 2024 年年度股东会，均审 议通过了《关于公司及控股公司向金融机构申请授信额度及公司合并报表范围内 担保额度的议案》，同意公司及控股公司向各家金融机构申请总额度不超过人民 币 ...

Group 1 - The core transaction details indicate that Yifan Pharmaceutical executed a block trade of 1.2779 million shares on December 29, with a total transaction value of 15.0281 million yuan, representing 15.45% of the total trading volume for that day [1][2] - The transaction price was set at 11.76 yuan per share, which is a discount of 0.08 yuan compared to the market closing price of 11.77 yuan [1][2]