Group 1 - The company currently has several innovative drugs in clinical trials, including JX11502 capsules, rehabilitation new enteric-coated capsules, and LP(a) mechanism lipid-lowering drugs [2] - The company has expressed interest in overseas business development for some of its innovative drugs [2] - The company assures that its pipeline for innovative drug development is robust and sufficient for future growth [2]

Group 1 - The company, Jingxin Pharmaceutical (002020), stated on August 8 that it is currently not involved in the field of brain-computer interface technology [1]

Market Overview - On August 8, the chemical pharmaceutical sector rose by 0.24% compared to the previous trading day, with Lianhuan Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3635.13, down 0.12%, while the Shenzhen Component Index closed at 11128.67, down 0.26% [1] Stock Performance - Notable declines in individual stocks include: - Shanghai Yizhong: closed at 72.23, down 5.42% with a trading volume of 80,000 shares and a turnover of 573 million yuan - Yifang Bio: closed at 39.80, down 5.37% with a trading volume of 203,000 shares and a turnover of 818 million yuan - Qianhong Pharmaceutical: closed at 10.19, down 4.77% with a trading volume of 1,197,800 shares and a turnover of 1.23 billion yuan [1] Capital Flow Analysis - The chemical pharmaceutical sector experienced a net outflow of 230 million yuan from institutional investors and a net outflow of 93.16 million yuan from retail investors, while retail investors saw a net inflow of 323 million yuan [1] - Key stocks with significant capital flow include: - Meinuohua: net inflow of 236 million yuan from institutional investors, with a 18.01% share - Lianhuan Pharmaceutical: net inflow of 197 million yuan from institutional investors, with a 13.40% share [2] - Other notable stocks include Han Yu Pharmaceutical and Bo Rui Pharmaceutical, with net inflows of 171 million yuan and 131 million yuan from institutional investors, respectively [2]

Industry News - The People's Bank of China has increased its gold reserves for the ninth consecutive month, with reserves reaching 73.96 million ounces (approximately 2300.41 tons) as of the end of July, marking a month-on-month increase of 60,000 ounces (approximately 1.86 tons) [3] - The Ministry of Industry and Information Technology, along with six other departments, has released implementation opinions to promote innovation and development in the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [3] - As of August 7, southbound funds have accumulated a net purchase of 894.528 billion Hong Kong dollars this year, exceeding the total for the entire year of 2024 by 111%, setting a new historical high [3] - The world's first fully integrated intelligent robot 4S store, Robot Mall, is set to officially open on August 8, providing functions similar to traditional car 4S stores, including sales, parts supply, after-sales service, and information feedback [3] Company News - Upwind New Materials announced a net profit of 29.9004 million yuan for the first half of the year, a year-on-year decrease of 32.91% [6] - SMIC reported second-quarter revenue of 2.21 billion USD, a year-on-year increase of 16%, and expects third-quarter revenue to grow by 5% to 7% quarter-on-quarter, with a gross margin between 18% and 20% [6] - Seres announced that its new energy vehicle sales in July reached 44,581 units, a year-on-year increase of 5.7% [12] - China Mobile reported a net profit of 84.2 billion yuan for the first half of the year, with an interim dividend of 2.75 Hong Kong dollars per share [12]

Core Viewpoint - Jingxin Pharmaceutical has signed a patent licensing agreement with Gedeon Richter Plc, allowing the company to develop, manufacture, and commercialize the hydrochloride formulation and active pharmaceutical ingredient (API) of Calypsol in mainland China [1] Company Summary - The agreement grants Jingxin Pharmaceutical exclusive rights to use the patented technology for Calypsol in the specified region [1] - Calypsol is classified as an atypical antipsychotic drug, functioning as a partial agonist of dopamine D2 and D3 receptors [1] - The drug is primarily indicated for the treatment of adult schizophrenia, acute manic or mixed episodes associated with bipolar I disorder, and major depressive disorder (MDD) as an adjunct in antidepressant therapy [1]

根据协议约定，在满足包括获得监管批准在内的设定条件后，京新药业将向Gedeon Richter支付总额不 超过53万欧元的里程碑款项。此外，未来在许可区域(中国大陆)内盐酸卡利拉嗪产品上市销售后，京新 药业将根据协议约定，在不同适用条件下，按许可区域内产品净销售额向Gedeon Richter支付相应的销 售分成。 格隆汇8月7日丨京新药业(002020.SZ)公布，2025年8月7日，浙江京新药业股份有限公司与Gedeon Richter Plc.(简称"Gedeon Richter")签署了《专利许可协议》。根据协议，Gedeon Richter将授予京新药业 一项专利独占许可，京新药业可在许可区域(中国大陆)内使用该专利开发、制造和商业化盐酸卡利拉嗪 制剂及原料药(API)。 目前，盐酸卡利拉嗪已获得美国FDA批准用于治疗成人精神分裂症、双相躁狂、双相抑郁以及作为抗抑 郁治疗(ADT)中的重度抑郁症(MDD)辅助治疗；已获得欧洲药品管理局(EMA)批准用于治疗成人精神分 裂症；其在全球多国已获得精神分裂症、双相情感障碍等疾病的相关诊疗指南推荐。 ...

公告显示，盐酸卡利拉嗪为非典型抗精神病药物，属于多巴胺D2、D3受体部分激动剂。主要用于成人 精神分裂症的治疗、成人双相Ⅰ型障碍相关躁狂或混合发作的急性期治疗、成人双相I型障碍(双相抑郁 症)相关抑郁发作的治疗以及抗抑郁治疗(ADT)中的重度抑郁症(MDD)辅助治疗。 据协议约定，在满足包括获得监管批准在内的设定条件后，京新药业将向Gedeon Richter支付总额不超 过53万欧元的里程碑款项。此外，未来在许可区域(中国大陆)内盐酸卡利拉嗪产品上市销售后，京新药 业将根据协议约定，在不同适用条件下，按许可区域内产品净销售额向Gedeon Richter支付相应的销售 分成。 智通财经APP讯，京新药业(002020.SZ)公告，公司与Gedeon Richter签署了《专利许可协议》。根据协 议，Gedeon Richter将授予京新药业一项专利独占许可，京新药业可在许可区域(中国大陆)内使用该专利 开发、制造和商业化盐酸卡利拉嗪制剂及原料药(API)。 ...

据协议约定，在满足包括获得监管批准在内的设定条件后，京新药业将向Gedeon Richter支付总额不超 过53万欧元的里程碑款项。此外，未来在许可区域(中国大陆)内盐酸卡利拉嗪产品上市销售后，京新药 业将根据协议约定，在不同适用条件下，按许可区域内产品净销售额向Gedeon Richter支付相应的销售 分成。 京新药业（002020）(002020.SZ)公告，公司与Gedeon Richter签署了《专利许可协议》。根据协议， Gedeon Richter将授予京新药业一项专利独占许可，京新药业可在许可区域(中国大陆)内使用该专利开 发、制造和商业化盐酸卡利拉嗪制剂及原料药(API)。 公告显示，盐酸卡利拉嗪为非典型抗精神病药物，属于多巴胺D2、D3受体部分激动剂。主要用于成人 精神分裂症的治疗、成人双相Ⅰ型障碍相关躁狂或混合发作的急性期治疗、成人双相I型障碍(双相抑郁 症)相关抑郁发作的治疗以及抗抑郁治疗(ADT)中的重度抑郁症(MDD)辅助治疗。 ...

Core Insights - Sanofi has confirmed the cessation of the promotion of its PCSK9 inhibitor, Alirocumab, in the Chinese market due to global supply issues and a strategic upgrade in its cardiovascular product line [2][3] - The exit of Alirocumab from the market has opened opportunities for domestic pharmaceutical companies to enter the PCSK9 inhibitor space [1][3] Industry Overview - PCSK9 inhibitors are considered a milestone in lipid-lowering therapies, with significant implications for managing high LDL cholesterol levels, which are primarily influenced by genetic factors [1][3] - The understanding of lipoprotein(a) [Lp(a)] in cardiovascular diseases has led to increased interest in developing new lipid-lowering drugs targeting this specific marker [1][7] Market Dynamics - The market for lipid-lowering medications is competitive, with established statin drugs and newer PCSK9 inhibitors being used in combination for optimal patient outcomes [4][5] - There are currently seven approved PCSK9 inhibitors in China, including both imported and domestic products, with ongoing developments from various companies [5][6] Emerging Opportunities - Companies are actively pursuing the development of alternative medications in light of Alirocumab's market exit, indicating a robust interest in the PCSK9 inhibitor segment [3][6] - The market is also seeing advancements in therapies targeting Lp(a), with several multinational corporations engaged in clinical trials for new drugs aimed at lowering Lp(a) levels [7]

证券代码：002020 证券简称：京新药业 公告编号：2025037 浙江京新药业股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、许可协议签署概况 2025 年 8 月 7 日，浙江京新药业股份有限公司（以下简称"公司"或"京新 药业"）与 Gedeon Richter Plc.（以下简称"Gedeon Richter"）签署了《专 利许可协议》（以下简称"协议或本协议"）。根据协议，Gedeon Richter 将授 予京新药业一项专利独占许可，京新药业可在许可区域（中国大陆）内使用该专 利开发、制造和商业化盐酸卡利拉嗪制剂及原料药（API）。 盐酸卡利拉嗪为非典型抗精神病药物，属于多巴胺 D2、D3 受体部分激动剂。 主要用于成人精神分裂症的治疗、成人双相Ⅰ型障碍相关躁狂或混合发作的急性 期治疗、成人双相 I 型障碍（双相抑郁症）相关抑郁发作的治疗以及抗抑郁治疗 （ADT）中的重度抑郁症（MDD）辅助治疗。目前，盐酸卡利拉嗪已获得美国 FDA 批准用于治疗成人精神分裂症、双相躁狂、双相抑郁以及作为抗抑郁治疗（ADT） 中的重度抑郁症（MDD） ...