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/ ...

Core Viewpoint - The trend of entrepreneurs personally endorsing their products has gained significant momentum, with notable figures like Liu Gexin of Kelun Pharmaceuticals showcasing their physical fitness to promote anti-aging products, reflecting a broader shift in branding strategies among business leaders [1][10]. Group 1: Entrepreneurial Branding - Entrepreneurs are increasingly adopting personal branding strategies, transforming themselves into "IP" (intellectual property) to enhance their companies' visibility and appeal [3][7]. - The phenomenon of entrepreneurs acting as brand ambassadors is not new, with historical examples dating back to the 1980s, such as Haier's Zhang Ruimin, who became a "celebrity entrepreneur" by publicly addressing product quality issues [8]. - Recent data indicates that Haier's overseas revenue grew by 13% year-on-year, highlighting the effectiveness of personal branding in driving business performance [8]. Group 2: Marketing Strategies - The marketing strategy of using entrepreneurs as brand ambassadors is seen as a cost-effective alternative to traditional celebrity endorsements, leveraging their personal stories to create a more relatable brand image [12]. - The approach of "body endorsement" is particularly impactful for health-related products, as demonstrated by Liu Gexin's promotion of Kelun's anti-aging capsules, which directly ties his fitness to the product's benefits [10][11]. - However, this strategy carries risks, as the personal image of the entrepreneur becomes closely linked to the brand, potentially leading to backlash if product controversies arise [12][14]. Group 3: Market Performance - Xiaomi reported a 35% year-on-year increase in total revenue for 2024, attributed in part to the personal branding efforts of its founder, Lei Jun, who has cultivated a fitness-oriented public persona [11]. - The market dynamics are shifting, with Xiaomi's smartphone market share rising to 16.8%, positioning it as the second-largest player in the domestic market, showcasing the effectiveness of its branding strategy [11]. - Despite the successes, the acceptance of high-priced health products, such as Kelun's anti-aging capsules priced at 1499 yuan per bottle, remains uncertain, indicating potential challenges in consumer acceptance [11]. Group 4: Consumer Engagement - The ultimate value of entrepreneur branding lies in building trust and emotional connections with consumers, rather than merely generating traffic or personal fame [15]. - Successful branding requires that products themselves are of high quality and meet consumer expectations, as exemplified by the challenges faced by high-priced products that do not resonate with buyers [15].

证券代码：002422 证券简称：科伦药业 公告编号：2025-042 四川科伦药业股份有限公司 关于子公司核心产品芦康沙妥珠单抗(sac-TMT)的新增适应症 上市申请(sNDA)获国家药品监督管理局受理的公告 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。 OptiTROP-Breast02 是一项随机、开放标签、多中心 3 期临床研究，评估芦 康沙妥珠单抗(sac-TMT)单一疗法(5mg/kg 每两周一次(Q2W))对比研究者选择化 疗方案用于治疗局部晚期或转移性 HR+/HER2- (免疫组织化学[IHC]0、IHC 1+或 IHC 2+/原位杂交[ISH]-) BC 患者的有效性和安全性。根据预设的期中分析，该 3 期临床研究达到主要疗效终点，与研究者选择化疗方案相比，芦康沙妥珠单抗 (sac-TMT)单一疗法在主要终点由盲态独立评审委员会(BIRC)评估的无进展生存 期(PFS)方面具有显著统计学意义和临床意义的改善，显著降低疾病进展或死亡 风险。同时，芦康沙妥珠单抗(sac-TMT)显示出总生存期(OS)获益趋势。 2025 年 5 月 16 ...

公开资料显示，工银前沿医疗股票C基金成立于2020年11月23日，截至2025年3月31日，工银前沿医疗 股票C规模13.80亿元，基金经理为赵蓓。 金融界2025年5月21日消息，工银前沿医疗股票C(010685) 最新净值2.9140元，增长1.53%。该基金近1个 月收益率4.11%，同类排名420|1001；近3个月收益率9.30%，同类排名81|988；今年来收益率13.47%， 同类排名116|978。 工银前沿医疗股票C股票持仓前十占比合计59.05%，分别为：恒瑞医药（10.11%）、科伦药业 （8.01%）、XD药明康（7.72%）、百济神州-U（6.85%）、信立泰（4.90%）、泽璟制药-U （4.77%）、鱼跃医疗（4.60%）、新诺威（4.36%）、华东医药（4.20%）、海思科（3.53%）。 来源：金融界 简历显示：赵蓓女士:硕士,曾在中再资产管理股份有限公司担任投资经理助理。2010年加入工银瑞信,现 任研究部副总监、医疗保健研究团队负责人,2014年11月18日至今,担任工银医疗保健行业股票型基金基 金经理;2015年4月28日至今,担任工银瑞信养老产业股票型基金基金经理;2 ...

证券代码：002422 证券简称：科伦药业 公告编号：2025-041 四川科伦药业股份有限公司 关于公司注射用比阿培南/氯化钠注射液获得药品注册批准的公告 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"）子公司湖南科伦制药有限 公司的化学药品"注射用比阿培南/氯化钠注射液"于近日获得国家药品监督管 理局的药品注册批准，现将相关情况公告如下： 一、 药品基本情况 药品批准文号：国药准字H20254124 上市许可持有人：湖南科伦制药有限公司 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，本品 符合药品注册的有关要求，批准注册，发给药品注册证书。 2. 药品相关情况 1. 药品名称：注射用比阿培南/氯化钠注射液 剂型：注射剂 规格：粉体室：0.3g（按C15H18N4O4S计）；液体室100ml：氯化钠0.9 g 申请事项：药品注册（境内生产） 注册分类：化学药品3类 受理号：CYHS2303536 粉液双室袋是国际上先进的输液产品，其中粉体和液体分别位于两个独立的 腔室，保证混合前各腔室药品的稳定性， ...