HSK47977是公司自主研发的一种口服BCL6(人B细胞淋巴瘤因子6)PROTAC小分子制剂，可以靶向结合 和降解BCL6蛋白，进而抑制肿瘤细胞的发生和发展，拟用于非霍奇金淋巴瘤的治疗。 海思科（002653）(002653.SZ)发布公告，公司于近日收到国家药品监督管理局下发的《药物临床试验 批准通知书》，涉及药品："HSK47977"。 ...

HSK47977是公司自主研发的一种口服BCL6(人B细胞淋巴瘤因子6)PROTAC小分子制剂，可以靶向结合 和降解BCL6蛋白，进而抑制肿瘤细胞的发生和发展，拟用于非霍奇金淋巴瘤的治疗。 人民财讯8月12日电，海思科（002653）8月12日晚间公告，公司近日收到国家药监局下发的《药物临床 试验批准通知书》，创新药HSK47977片临床试验申请均符合药品注册的有关要求，同意开展临床试 验。 ...

每经AI快讯，8月12日，海思科（002653）(002653.SZ)公告称，公司近日收到国家药品监督管理局下发 的《药物临床试验批准通知书》，同意HSK47977片开展临床试验。该药品为公司自主研发的口服 BCL6PROTAC小分子制剂，用于治疗非霍奇金淋巴瘤。HSK47977片国内尚无同靶点药物进入临床阶 段，是潜在的First-In-Class产品。此外，该药品已完成与FDA的Pre-IND沟通和IND申报递交，正在审评 中，未来有望实现中美同步开发。创新药研发周期长、风险高，存在不确定性，投资者需谨慎决策。 ...

本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）于近日收到 国家药品监督管理局下发的《药物临床试验批准通知书》，基本情况 如下： | 药品名称 | 剂型 | 申请事项 | 适应症 | 受理号 | | --- | --- | --- | --- | --- | | HSK47977 | 片 | 境内生产药品 | 非霍奇金淋巴瘤 | CXHL2500544 | | | | 注册临床试验 | | CXHL2500545 | 根据《中华人民共和国药品管理法》及有关规定，经审查，2025 年 6 月受理的HSK47977 片临床试验申请均符合药品注册的有关要求， 同意本品开展临床试验。 证券代码：002653 证券简称：海思科 公告编号：2025-089 海思科医药集团股份有限公司 关于获得创新药 HSK47977 片 《药物临床试验批准通知书》的公告 特此公告。 海思科医药集团股份有限公司董事会 2025 年 8 月 13 日 一、 研发项目简介 HSK47977是公司自主研发的一种口服BCL6（人B细胞淋巴瘤因子 6）P ...

Summary of Haishike's Conference Call Company Overview - Haishike was established in 2000 and is headquartered in Chengdu, with over 5,300 employees. The company initially focused on specialized fields such as parenteral nutrition, liver disease, and anti-infection, and is now transitioning towards innovation and international development [9] Industry and Product Pipeline - Haishike has a robust domestic commercialization pipeline, including already launched products such as Remifentanil (环泊芬), 21,542, 16,149, and DPP-4, along with the anticipated launch of 22,542 in 2025. The company expects a revenue growth of 15%-20% in 2025 [2][3] - Remifentanil is projected to achieve sales of 1.6-1.7 billion CNY in 2025, with a sales volume of 25 million units, solidifying its position as the leader in the domestic intravenous anesthetics market [2][4] - The innovative drug 21,542, an opioid analgesic with lower addiction potential, is expected to reach peak sales of 4 billion CNY domestically. The new generation analgesic 16,149, launched in May 2024, is projected to achieve peak sales of 1.5 billion CNY [2][6] - DPP-4, a long-acting hypoglycemic agent, has been approved in China and is entering the volume release phase under medical insurance [2][6] Market Performance and Competitive Advantages - Remifentanil has significant clinical advantages, including deeper anesthesia and higher safety, with a market share leading position. A simple renewal negotiation for medical insurance is expected by the end of the year, with a potential price reduction of less than 10% [5][11] - 21,542 is the only white prescription opioid, making it easier for doctors to prescribe. It is expected to replace traditional opioids like Dezocine, which is gradually exiting medical insurance [12] - 16,149 is positioned to replace Pregabalin in chronic pain treatment, with expected peak sales of 1-1.5 billion CNY [14] Research and Development - Haishike's R&D investment has been increasing since 2018, with a significant acceleration in 2022. The company has a rich pipeline of innovative drugs, including four major launched products and several in late-stage clinical trials [10] - Products with international market potential include PDE34 and PDE4B for COPD and interstitial pneumonia, and an oral interleukin-23 receptor peptide for autoimmune diseases, which are expected to yield data by the end of the year [7] Financial Projections and Valuation - The projected net profit for Haishike from 2025 to 2027 is 570 million, 780 million, and 910 million CNY, respectively, with corresponding price-to-earnings (PE) ratios of 110x, 81x, and 70x [8] - The target market capitalization is set at 71 billion CNY, maintaining a buy rating [8][26] Additional Insights - The textile drug market is expected to stabilize in profit growth, with projected profits of 574 million CNY this year, nearing 800 million CNY next year [25] - The competitive landscape for COPD treatments in China includes several players, with Haishike's PDE34 expected to read out phase II data by the end of the year [24] This summary encapsulates the key points from Haishike's conference call, highlighting the company's strategic positioning, product pipeline, market performance, and financial outlook.

Core Insights - As of August 7, a total of 101 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stocks with the longest streak of net buying are Beijiajie, Qingsong Jianhua, Laofengxiang, and Hu塑股份, each having received net buying for 12 consecutive trading days [1] - Other notable stocks with significant net buying days include Zhongnan Chuanmei, Juxing Nongmu, Xinda Real Estate, Daqin Railway, Tengda Construction, Haishi Ke, Shouyao Holdings, and ST Qibu, with net buying for 11, 10, 10, 10, 10, 9, 9, and 8 trading days respectively [1]

Group 1: Company Performance - SMIC reported Q2 revenue of $2.21 billion, a 16% year-over-year increase, but a 1.7% decrease quarter-over-quarter [1] - China Mobile achieved a net profit of 84.2 billion yuan in the first half of 2025, a 5% year-over-year increase, with a mid-term dividend of 2.75 HKD per share, up 5.8% [2] - Huahong Semiconductor's Q2 revenue was $566.1 million, an 18.3% year-over-year increase, with Q3 revenue guidance of $620 million to $640 million [3] Group 2: Business Operations and Developments - Chuangzhong Technology clarified that it does not engage in the production of liquid-cooled servers, only participating in testing platforms, with no revenue generated from this segment in H1 2025 [4] - Shuo Beid announced it has sent samples of liquid-cooled server plates to Taiwanese clients, but the ability to pass testing and achieve mass production remains uncertain [5] - Furi Electronics stated that its subsidiary provides JDM/OEM services for service robots, but this revenue accounts for less than 1% of the company's total revenue [6] Group 3: Industry Trends and Market Movements - Sales of new energy vehicles by Seres reached 44,581 units in July, reflecting a 5.7% year-over-year increase [7] - Longyuan Power completed a power generation of 6,328.76 MWh in July, marking a 2.44% year-over-year growth [8] - Jianglong Shipbuilding won a bid for the "Blue Granary" marine economic development project, indicating ongoing infrastructure investments [8]

Core Viewpoint - Company received approval from the National Medical Products Administration for clinical trials of HSK47388 tablets, intended for the treatment of autoimmune diseases [1] Company Summary - Company: 海思科 (002653.SZ) - Recent development: Approval for clinical trials of HSK47388 tablets [1] - Indication: Treatment for autoimmune diseases [1]

Group 1 - The company, Haikang Technology (002653.SZ), has received approval from the National Medical Products Administration for clinical trials of HSK47388 tablets [1] - The drug is intended for the treatment of autoimmune diseases [1]

海思科医药集团股份有限公司 关于获得创新药 HSK47388 片 《药物临床试验批准通知书》的公告 证券代码：002653 证券简称：海思科 公告编号：2025-088 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）于近日收到 国家药品监督管理局下发的《药物临床试验批准通知书》，相关情况 如下： | 药品名称 | 剂型 | 适应症 | 申请事项 | 受理号 | | --- | --- | --- | --- | --- | | HSK47388 | 片剂 | 拟用于自身免 | 境内生产药品 | CXHL2500521 | | | | 疫疾病的治疗 | 注册临床试验 | CXHL2500522 | 根据《中华人民共和国药品管理法》及有关规定，经审查，2025 年 5 月受理的 HSK47388 片临床试验申请符合药品注册的有关要求， 同意本品开展临床试验。 一、研发项目简介 HSK47388片是公司自主研发的口服、强效、高选择性的药物，拟 用于自身免疫疾病的治疗。根据国家药品监督管理局关于发布《化学 药品注册分类及 ...