Core Viewpoint - The announcement highlights that Zhongsheng Pharmaceutical's subsidiary, Guangdong Zhongsheng Ruichuang Biotechnology Co., has received approval for a Phase III clinical trial of the innovative drug Anladiwei granules for treating influenza A in children aged 2 to 11 [1] Group 1 - Zhongsheng Pharmaceutical's subsidiary has received ethical approval from the Capital Medical University Affiliated Beijing Children's Hospital for a clinical research project [1] - The clinical trial will focus on the safety and efficacy of Anladiwei granules in children with uncomplicated influenza A [1] - Anladiwei tablets (brand name: Anruiwei) are the world's first targeted innovative drug for influenza A, designed to inhibit the PB2 subunit of the influenza A virus RNA polymerase [1] Group 2 - Anladiwei is characterized by its rapid action, strong efficacy, and low resistance [1] - The drug was approved for market launch by the National Medical Products Administration in May 2025 [1]

Core Viewpoint - The announcement from Zhongsheng Pharmaceutical (002317.SZ) indicates that its subsidiary, Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd., has received approval for a Phase III clinical trial of the innovative drug Anladiwei granules for treating uncomplicated influenza A in children aged 2 to 11 years [1] Group 1 - The clinical trial is a multicenter, randomized, double-blind, positive-controlled study focusing on the safety and efficacy of Anladiwei granules [1] - Anladiwei tablets (brand name: Anruiwei®) are the world's first innovative drug targeting the PB2 subunit of the RNA polymerase of the influenza A virus, designed for the treatment of uncomplicated influenza A in adults [1] - The drug is characterized by rapid action, strong efficacy, and low resistance, and it was approved for market launch by the National Medical Products Administration in May 2025 [1]

Core Viewpoint - Zhongsheng Pharmaceutical (002317.SZ) announced that its subsidiary, Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd., received approval from the Medical Ethics Committee of Beijing Children's Hospital for a clinical research project to conduct a Phase III clinical trial of the innovative drug Anladiwei granules for the treatment of uncomplicated influenza A in children aged 2 to 11 years [1] Group 1 - The clinical trial is a multicenter, randomized, double-blind, positive-controlled study [1] - Anladiwei tablets (brand name: Anruiwei) are the world's first innovative drug targeting the PB2 subunit of the RNA polymerase of the influenza A virus [1] - The drug is designed for the treatment of uncomplicated influenza A in adults and is characterized by rapid action, strong efficacy, and low resistance [1] Group 2 - Anladiwei was approved for market launch by the National Medical Products Administration in May 2025 [1]

Core Viewpoint - The company announced that its subsidiary, Zhongsheng Ruichuang, has received ethical approval from Beijing Children's Hospital to conduct a Phase III clinical trial of Angladiwei granules in children aged 2 to 11 years with uncomplicated influenza A [1] Group 1 - The ethical approval allows the company to proceed with clinical trials specifically targeting a pediatric population [1] - The focus of the trial is on the treatment of uncomplicated influenza A in children, which indicates a strategic move to expand the company's product offerings in the pediatric market [1]

证券代码：002317 公告编号：2025-100 广东众生药业股份有限公司 关于控股子公司获得一类创新药 昂拉地韦颗粒 III 期临床试验伦理批件的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，广东众生药业股份有限公司（以下简称"公司"）控股子公司广东众 生睿创生物科技有限公司（以下简称"众生睿创"）收到组长单位首都医科大学 附属北京儿童医院医学伦理委员会临床研究项目审查批件，同意一类创新药物昂 拉地韦颗粒在 2~11 岁儿童单纯性甲型流感参与者安全性、有效性的多中心、随 机、双盲、阳性对照 III 期临床试验开展。具体情况如下： 一、昂拉地韦临床试验进展情况 昂拉地韦片（商品名：安睿威®）是全球首款靶向甲型流感病毒 RNA 聚合 酶 PB2 亚基的一类创新药，适用于成人单纯性甲型流感患者的治疗，具有快速、 强效、低耐药等特点，于 2025 年 5 月获国家药监局批准上市。 昂拉地韦颗粒是公司为方便儿童及吞咽困难的流感患者用药，开发的用于治 疗甲型流感的一类创新药物。昂拉地韦颗粒的 II 期临床试验结果表现出积极的 疗效和良好的安全性，试验结果 ...

Core Viewpoint - The company indicated that its third-quarter performance will be detailed in an upcoming announcement, responding to investor inquiries on an interactive platform [2] Group 1 - The company is expected to release its third-quarter performance results [2]

Core Viewpoint - The company's stock price is influenced by multiple factors including industry cycles, market sentiment, and macro policy environment [1] Group 1 - The company emphasizes adherence to securities laws and regulations while focusing on improving operational quality [1] - The company aims to continuously enhance corporate governance and utilize capital market tools and operations in a compliant manner to expand business scale [1] - The company is committed to gradually improving operational performance and strengthening communication with investors to create greater value for shareholders [1]

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology sector [5]. Core Viewpoints - The acquisition of Metsera by Pfizer, valued at approximately $4.9 billion, underscores the significant potential and long-term growth prospects of the weight loss drug market, particularly in the GLP-1 segment [2][24]. - The report emphasizes the urgent demand for next-generation therapies, such as oral formulations and multi-target drugs, indicating a competitive landscape in the global GLP-1 research race [2][24]. - The Chinese weight loss drug industry is poised for growth, with a focus on companies that demonstrate strong sales execution and advanced research capabilities [3][24]. Summary by Sections Market Review - The pharmaceutical and biotechnology index fell by 2.20%, underperforming the CSI 300 index by 3.27 percentage points, ranking 24th among 31 sub-industries [1][16]. Key Company Insights - Companies to watch include Innovent Biologics (H), Heng Rui Medicine, Borui Medicine, Zhongsheng Pharmaceutical, Nawei Technology, WuXi AppTec (A+H), and Kelaiying (A+H) as they are expected to benefit from the expanding GLP-1 industry chain [3][24]. Annual Investment Strategy - The report suggests a structural selection of investment opportunities based on payment willingness and ability, focusing on three payment channels: hospital payments, out-of-pocket payments, and overseas payments [25]. - Key areas of interest include hospital policy support for innovative drugs and devices, expanding public demand for blood products, home medical devices, and the weight loss drug industry chain [25]. Company Earnings Forecast and Valuation - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for key companies, indicating a "Buy" rating for WuXi AppTec and Innovent Biologics, and an "Overweight" rating for Heng Rui Medicine [4]. Market Trends - The global weight loss drug market is experiencing rapid growth, with Pfizer's acquisition of Metsera highlighting the increasing market space associated with obesity-related health issues [28]. - The report notes that the commercialization of domestic weight loss drugs will hinge on sales capabilities and research advancements [3][24]. Important Company Announcements - Recent announcements include clinical trial updates and new drug applications from various companies, indicating ongoing innovation and development within the sector [27]. Financial Data - The basic medical insurance income for the first seven months of 2025 reached 1,684.7 billion yuan, with expenditures amounting to 1,369.7 billion yuan, reflecting the financial landscape impacting the pharmaceutical industry [30]. Price Trends - The report notes a decline in antibiotic prices and stability in cardiovascular raw material drug prices, which may influence the cost structure for pharmaceutical companies [36][43]. Conclusion - The report presents a positive outlook for the pharmaceutical and biotechnology sector, particularly in the weight loss drug market, driven by significant acquisitions and a growing demand for innovative therapies [2][24].

Core Viewpoint - The company highlights the advantages of its weight loss drug, RAY0221, which is a long-acting GLP-1/GIP/GCG triple receptor agonist with promising pharmacokinetic properties, potentially allowing for administration every two weeks or more [1] Group 1 - The drug RAY0221 is characterized as a long-acting triple receptor agonist targeting GLP-1, GIP, and GCG [1] - The pharmacokinetic profile of RAY0221 is noted to be favorable, indicating its potential for less frequent dosing [1] - The company aims to leverage these properties to enhance clinical outcomes in weight management [1]

Core Viewpoint - The company emphasizes its commitment to compliance and proper disclosure, asserting that it has fulfilled all information disclosure responsibilities without any undisclosed matters [1] Summary by Categories Compliance and Disclosure - The company maintains that it operates in strict accordance with regulatory requirements and has consistently adhered to information disclosure rules [1] - It reassures investors that there are no undisclosed matters that should have been reported [1] Financial Performance - The company advises stakeholders to pay attention to its upcoming announcement regarding third-quarter performance [1]