关于子公司根据 SKB378/HBM9378/WIN378 的独占性许可协议 证券代码：002422 证券简称：科伦药业 公告编号：2025-045 四川科伦药业股份有限公司 二、风险提示 收到现金及股权支付的首付款的公告 创新药物研发过程周期长、环节多、能否开发成功及商业化具有一定的不确 定性，敬请广大投资者谨慎决策，注意防范投资风险。公司将根据后续进展情况 及时履行信息披露义务。 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。 特此公告。 四川科伦药业股份有限公司（以下简称"公司"）近日获悉，公司控股子公 司四川科伦博泰生物医药股份有限公司（以下简称"科伦博泰"）已根据科伦博 泰及和铂医药控股有限公司（以下简称"和铂医药"）与 Windward Bio AG （"Windward Bio"）关于 SKB378/HBM9378/WIN3781订立的独占性许可协议， 收到 Windward Bio 支付的首付款，包括：（1）现金付款，该款项于 2025 年 2 月 收到，及（2）Windward Bio 母公司的股权，该股权于获得中国境内相关监管批 准并满足其 ...

一、行情回顾 市场全天冲高回落，三大指数午后集体跳水。可控核聚变概念表现活跃，王子新材、尚纬股份、融发核电等多股涨停。创新药概念股再度大涨，海辰药业、 众生药业等封板，信立泰、科伦药业创历史新高。下跌方面，航运港口板块延续跌势，南京港、连云港跌停；电力股集体调整，西昌电力、乐山电力跌停。 个股跌多涨少，沪深京三市下跌个股超4200只，今日成交1.18万亿。 二、当日热点 1.核聚变 核聚变板块今日继续大涨，王子新材、中洲特材等继续涨停，尚纬股份2连板，融发核电涨停。 5月23日，行情数据显示，美核电股盘后集体大涨。Altman持股的Oklo涨幅从15.63%收窄至12.54%，Centrus能源涨12.4%，Nuscale涨10.15%，Uranium能源 涨8.14%等。 新浪财经消息称，称特朗普将签署核能命令，这些行政命令将试图简化新反应堆审批的监管流程，并加强燃料供应链。 国内方面核电领域近期也迎来重大催化。国家能源局近日发布关于促进能源领域民营经济发展若干举措的通知。其中提到，支持民营企业参股投资核电项 目，建立健全长效工作机制。国家今年新核准浙江三门、福建霞浦、山东海阳、广东台山、广西防城港等5个核 ...

Core Viewpoint - The innovative pharmaceutical concept stocks are experiencing significant growth, with notable companies reaching historical highs [1] Group 1: Stock Performance - Xinlitai and Kelun Pharmaceutical both achieved historical highs in stock prices [1] - Yangguang Nuohe is approaching a 20% daily limit increase [1] - Zhongsheng Pharmaceutical previously hit a daily limit increase [1] - Haichen Pharmaceutical, Beida Pharmaceutical, and Hongbo Pharmaceutical saw stock prices rise over 10% [1] - Shutaishen, Haixiang Pharmaceutical, Tigermed, and Huahai Pharmaceutical experienced stock price increases of over 5% [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][13]. Core Views - The company reported strong performance in 2024, with total revenue reaching 21.81 billion yuan (up 1.7% year-on-year) and net profit attributable to shareholders of 2.94 billion yuan (up 19.5% year-on-year) [4][5]. - The innovative drug segment is accelerating, with significant contributions from various product lines, including raw material intermediates and innovative drugs [5][6]. Financial Performance Summary - In 2024, the company achieved a total revenue of 21.81 billion yuan, with a net profit of 2.94 billion yuan and a non-recurring net profit of 2.90 billion yuan [4]. - For Q1 2025, the company reported a revenue of 4.39 billion yuan (down 29.4% year-on-year) and a net profit of 580 million yuan (down 43.1% year-on-year) [4]. - The company’s major segments, including large-volume infusion, raw material intermediates, and generic drugs, showed stable performance, with notable growth in certain product lines [6]. Segment Performance - The large-volume infusion segment generated sales of 8.91 billion yuan in 2024, despite a decline of 11.85% year-on-year, with a total volume of 4.35 billion bottles/bags [6]. - The non-infusion formulations segment saw a revenue increase of 5.41% year-on-year, reaching 4.17 billion yuan, with significant growth in specific generic products [6]. - The antibiotic intermediates and raw materials segment reported a revenue of 5.86 billion yuan, up 20.9% year-on-year, driven by increased market demand and production efficiency [6]. Innovation and Future Outlook - The successful launch of the innovative drug Jiatailai (Lukangshatuo) is expected to contribute significantly to future revenues, with multiple clinical studies ongoing for various indications [6][13]. - The company anticipates steady performance in its core business and accelerated growth in the innovative drug segment in 2025 [5][13].

Industry News - Ionis announced positive topline results for its antisense oligonucleotide therapy Tryngolza (Olezarsen) in the Phase 3 Essence clinical trial, significantly reducing triglyceride levels in patients after 6 months and achieving all key secondary endpoints with statistical significance [2] Company News - Health元 announced that its subsidiary LIAN SGP plans to acquire 64.81% of Vietnamese listed company Imexpharm for approximately 15.87 million RMB, which is a leading pharmaceutical company in Vietnam with products that include antibiotics and cardiovascular drugs, showing high synergy with Health元's existing products [3] - 众生药业 reported that its subsidiary 众生睿创's innovative drug Angladiwe tablets received approval from the National Medical Products Administration, being the first global RNA polymerase PB2 protein inhibitor for treating adult patients with uncomplicated influenza A [3] - 科伦药业 announced that its subsidiary 科伦博泰's new indication application for the ADC drug sac-TMT has been accepted by CDE, aimed at treating adults with HR+ and HER2- breast cancer who have previously received endocrine therapy and other systemic treatments [3] - 艾力斯 announced that its KRASG12C inhibitor, citric acid gorasetinib tablets, has received approval from the National Medical Products Administration for treating adult patients with advanced non-small cell lung cancer with KRASG12C mutations who have received at least one systemic treatment [4]

Group 1 - The core viewpoint is that the innovative pharmaceutical sector is experiencing sustained growth, driven by "innovation + internationalization" trends, supported by policies and increasing global competitiveness [2] - The Innovative Pharmaceutical ETF (560900) has shown strong performance, with a 4.06% increase over the past week, and notable gains in constituent stocks such as Zhongsheng Pharmaceutical (10.02%) and Kelun Pharmaceutical (6.09%) [1] - Hengrui Medicine's debut on the Hong Kong stock market saw a significant opening increase of 29.4%, raising approximately HKD 9.9 billion, with plans to allocate 75% for R&D and 15% for expanding production facilities [1] Group 2 - The innovative pharmaceutical industry chain is showing signs of fundamental improvement, with recovery in overseas orders and performance, and domestic demand expected to rebound in 2025 [2] - The medical device sector is also anticipated to improve in 2025, alongside the emergence of AI in healthcare, which is expected to bring new changes to the pharmaceutical industry [2] - Morgan Asset Management is integrating its global technology investment products to help investors capitalize on opportunities in quality technology companies amid a new wave of technological advancements [2][3]

Core Viewpoint - The company, Kelun Pharmaceutical, is set to present six clinical research results at the 2025 American Society of Clinical Oncology annual meeting, showcasing advancements in cancer treatment [1] Group 1: Clinical Research Results - Kelun Biotech, a subsidiary of Kelun Pharmaceutical, will present data on antibody-drug conjugate Lukanasatuzumab targeting TROP2, monoclonal antibody Tagolisumab targeting PD-L1, and RET inhibitor KL590586 [1] - Lukanasatuzumab demonstrated a confirmed objective response rate of 45.1% in a randomized clinical study for patients with advanced EGFR-mutant non-small cell lung cancer (NSCLC), with a median progression-free survival of 6.9 months [1] - Tagolisumab combined with gemcitabine and cisplatin showed a 53% reduction in the risk of disease progression or death in a randomized, double-blind Phase 3 clinical study for recurrent or metastatic nasopharyngeal carcinoma [1] - KL590586 achieved a confirmed objective response rate of 63.0% in a Phase I clinical study for patients with advanced RET gene mutation medullary thyroid carcinoma (MTC) [1]

证券代码：002422 证券简称：科伦药业 公告编号：2025-044 四川科伦药业股份有限公司 关于子公司在 2025 年美国临床肿瘤学会年会上 公布的六项创新药物研究成果的公告 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。 四川科伦药业股份有限公司（以下简称"公司"）近日获悉，公司控股子公 司四川科伦博泰生物医药股份有限公司（以下简称"科伦博泰"）将于 2025 年 5 月 30 日至 6 月 3 日期间在美国伊利诺伊州芝加哥市举行的 2025 年美国临床肿瘤 学会(ASCO)年会上公布六项由科伦博泰主导的临床研究成果，包括其抗人滋养 细胞表面抗原 2(TROP2)的抗体偶联药物(ADC)芦康沙妥珠单抗(sac-TMT)(佳泰 莱®)、抗程序性细胞死亡配体 1(PD-L1)单克隆抗体塔戈利单抗(tagitanlimab)(科泰 莱®)以及转染过程中重排(RET)抑制剂 KL590586（A400/EP0031）的相关数据。 具体研究情况如下： 1.芦康沙妥珠单抗(sac-TMT)用于经治的晚期表皮生长因子受体(EGFR)突变 非小细胞肺癌（NSCLC）患 ...

Group 1 - Qingmu Technology plans to reduce its shareholding by up to 3%, amounting to no more than 2.776 million shares [1] - Newcap received a decision from the police to revoke the case against its actual controller, who was previously detained for insider trading [2] - Rhine Biotech's directors and executives plan to collectively reduce their holdings by up to 0.14%, totaling no more than 1.0185 million shares [3] Group 2 - Puli Tui's stock and convertible bonds will be delisted on May 22, 2025 [5] - *ST Nong Shang will have its delisting risk warning lifted and will resume trading on May 23, 2025 [7] - State Grid Information Communication plans to acquire 100% equity of Yili Technology for approximately 1.853 billion yuan [9] Group 3 - Kelun Pharmaceutical's subsidiary received drug registration approval for a new injectable product, which is the first of its kind in China [10] - Aishida plans to acquire 7% equity of its subsidiary Zhejiang Qianjiang Robot Co., Ltd. for 13.09 million yuan [11] - Hongming Co. is planning to acquire 83% equity of Shenzhen Chisu Automation Equipment Co., Ltd. for approximately 151 million yuan [12] Group 4 - JuJiao Co. plans to reduce its shareholding by up to 2.6%, totaling no more than 2.093 million shares [14] - AVIC Financial's stock will be delisted on May 27, 2025 [16] - Jingwang Electronics' major shareholders plan to reduce their holdings by up to 2.99% [17] Group 5 - Huaren Health intends to acquire stakes in three pharmaceutical chain companies for a total of 327 million yuan [18] - Huanrui Century's original shareholders are required to compensate for unfulfilled performance commitments with 116 million shares [20] - Tefa Service's shareholders plan to reduce their holdings by up to 3% [21] Group 6 - Maipu Medical is planning to acquire at least 51% of Easy Medical's equity, which will constitute a major asset restructuring [22] - *ST Jinshi will have its delisting risk warning lifted and its stock will resume trading on May 23, 2025 [22] - Guoke Micro is planning a major asset restructuring and will suspend trading [23] Group 7 - Defu Technology intends to acquire 100% equity of an overseas electronic circuit copper foil company [24] - Xince Standard's shareholder plans to reduce its holdings by up to 1% [25] - Xiouqiang Co. plans to reduce its holdings by up to 3% [27]

证券代码：002422 证券简称：科伦药业 公告编号：2025-043 四川科伦药业股份有限公司 | 股东姓 | 是否为控股股 东或第一大股 | 本次解除质 | 占其所持股 | 占公司总股 | 起始日 | 解除日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 押股份数量 | | | | | | | 名 | 东及其一致行 | （股） | 份比例 | 本比例 | | | | | | 动人 | | | | | | | | 刘革新 | 是 | 2,673,000 | 0.71% | 0.17% | 2024/5/22 | 2025/5/22 | 华泰证券（上海） | | | | | | | | | 资产管理有限公司 | | 刘革新 | 是 | 1,280,000 | 0.34% | 0.08% | 2024/5/22 | 2025/5/22 | 华泰证券（上海） | | | | | | | | | 资产管理有限公司 | | 刘革新 | 是 | 2,781,000 | 0.73% | 0.17% | 2024/5/22 | 2025/5/ ...