Core Viewpoint - Jiangsu Suyang Investment Co., Ltd. has reduced its stake in Aosaikang Pharmaceutical Co., Ltd. by 10,160,232 shares, representing 1.09% of the total share capital, from February 27, 2025, to September 12, 2025, due to its own operational needs [2][3]. Group 1: Shareholding Changes - Jiangsu Suyang Investment's shareholding decreased from 14.00% to 12.91%, triggering a 1% change in equity [3]. - The reduction was executed through centralized bidding and block trading, in accordance with a previously disclosed reduction plan [3]. Group 2: Impact on Aosaikang - The share reduction will not lead to a change in control of Aosaikang, and the management team remains stable [4]. - Aosaikang will continue to focus on its established strategy in pharmaceutical research, production, and sales, ensuring the provision of quality medicines to the market [4]. Group 3: Financial Performance - Aosaikang reported a revenue of 1.007 billion yuan for the first half of 2025, reflecting a year-on-year growth of 9.20% [5]. - The net profit attributable to shareholders reached 160 million yuan, marking a significant year-on-year increase of 111.64% [5].

证券代码：002755 证券简称：奥赛康 公告编号：2025-050 北京奥赛康药业股份有限公司 2025 年第二次临时股东大会决议公告 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。 特别提示 1、本次股东大会无增加、变更、否决提案的情况； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、股东大会届次：2025 年第二次临时股东大会 3、会议召开的合法、合规性：本次股东大会的召集、召开符合《公司法》 《上市公司股东会规则》等有关法律法规、部门规章、规范性文件和《公司章程》 的规定。 4、会议召开的日期、时间： （1）现场会议时间：2025 年 9 月 19 日（星期五）14:00 （2）网络投票时间：2025 年 9 月 19 日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 9 月 19 日 9:15－9:25，9:30－11:30，13:00－15:00；通过深圳证券交易所互联网投 票系统投票的具体时间为 2025 年 9 月 19 日 9:15－15:00 期间的任意时间。 5、现场会议地点：南京江 ...

国浩律师（南京）事务所 关于北京奥赛康药业股份有限公司 2025 年第二次临时股东大会的 中国江苏省南京市汉中门大街 309 号 B 座 5、7-8 层 邮编：210036 5、7-8/F, Block B, 309 Hanzhongmen Dajie, Nanjing, China, 210036 电话/Tel: +86 25 8966 0900 传真/Fax: +86 2589660966 网址/Website: http://www.grandall.com.cn 2025 年 9 月 国浩律师（南京）事务所 法律意见书 国浩律师（南京）事务所 关于北京奥赛康药业股份有限公司 国浩律师（南京）事务所 法律意见书 法律意见书 2025 年第二次临时股东大会的 法律意见书 致：北京奥赛康药业股份有限公司 国浩律师（南京）事务所（以下简称"本所"）接受北京奥赛康药业股份有限公 司（以下简称"公司"）的委托，就公司 2025 年第二次临时股东大会（以下简称"本 次股东大会"、"会议"）召开的有关事宜，根据《中华人民共和国公司法》（以下简 称"《公司法》"）、中国证券监督管理委员会发布的《上市公司股东会规则》（以 ...

Core Viewpoint - The company Aosaikang (002755.SZ) has received a notice from its shareholder Jiangsu Suyang Investment Industrial Co., Ltd. regarding a significant reduction in shareholding [1] Shareholding Changes - Jiangsu Suyang Investment has reduced its shareholding by a total of 10,160,232 shares, which accounts for 1.09% of the company's total share capital [1] - Prior to this reduction, Jiangsu Suyang Investment held 129,942,392 shares, representing 14.00% of the total share capital [1] - After the reduction, Jiangsu Suyang Investment now holds 119,782,160 shares, which is 12.91% of the total share capital [1]

证券代码：002755 证券简称：奥赛康 公告编号：2025-049 北京奥赛康药业股份有限公司 持股 5%以上股东股份变动触及 1%的公告 1．基本情况 信息披露义务人 江苏苏洋投资实业有限公司 住所 南京市江宁区秣陵街道科学园龙眠大道 618 号 权益变动时间 2025 年 2 月 27 日-2025 年 9 月 12 日 权益变动过程 苏洋投资出于自身经营发展需要，于 2025 年 2 月 27 日至 2025 年 9 月 12 日通过集中竞价和大宗交易方式 共减持公司股份 10,160,232 股，减持后，苏洋投资持 股比例由 14.00%下降至 12.91%，权益变动触及 1%。 苏洋投资减持股份是按照已披露的减持计划进行，本 一、股份变动情况 | 次减持股份不会导致公司控制权发生变更，不会对公 | | | | | | | --- | --- | --- | --- | --- | --- | | 司的经营产生重大影响。 | | | | | | | 股票简称 奥赛康 | | 股票代码 | | 002755 | | | 变动方向 上升□ 下降 | 有□ | 一致行动人 | | 无 | | | 是否 ...

Core Viewpoint - As of September 15, 2023, Aosaikang's stock price has shown significant volatility, with a year-to-date increase of 76.65% but a recent decline in the last 20 days by 15.41% [1] Financial Performance - For the first half of 2025, Aosaikang reported a revenue of 1.007 billion yuan, representing a year-on-year growth of 9.20%, and a net profit attributable to shareholders of 160 million yuan, which is a substantial increase of 111.64% [2] - Cumulative cash dividends since Aosaikang's A-share listing amount to 721 million yuan, with 111 million yuan distributed over the past three years [3] Shareholder Structure - As of August 20, 2023, Aosaikang had 18,300 shareholders, a decrease of 1.26% from the previous period, with an average of 50,724 circulating shares per shareholder, an increase of 1.28% [2] - Notable changes in institutional holdings include new entries such as Yongying Pharmaceutical Innovation Mixed Fund and Hong Kong Central Clearing Limited, while some funds like China Europe Medical Health Mixed Fund have exited the top ten shareholders list [3] Market Activity - On September 15, 2023, Aosaikang's stock experienced a decline of 2.03%, trading at 22.24 yuan per share, with a total market capitalization of 20.642 billion yuan [1] - The stock has seen a net inflow of 3.5584 million yuan from major funds, with significant buying activity accounting for 11.74% of total transactions [1]

Summary of Osai Kang's Conference Call Company Overview - Osai Kang started as a traditional PPI (Proton Pump Inhibitor) business and expanded into biopharmaceutical innovation since 2012, focusing on oncology and infectious diseases. The company has diversified its dosage forms from injectables to oral and sustained-release formulations. The strategy involves parallel development of generic and innovative drugs, where generics ensure cash flow and innovative drugs support valuation [2][3][4]. Key Business Segments - **Generic Drugs**: Osai Kang has made significant progress in the generic drug sector since 2021, with multiple products approved, contributing to revenue growth. The impact of centralized procurement is expected to diminish by 2024, leading to stable performance. The company focuses on first generics and difficult-to-generate products, leveraging integrated raw material and formulation advantages to reduce costs and enhance competitiveness [2][6]. - **Innovative Drugs**: The company is concentrating on oncology, infectious diseases, and chronic diseases, with several products entering clinical trials. Notable products include: - **Third-generation EGFR TKI small molecule inhibitors** for lung cancer, which, despite a slower development pace, are expected to achieve good sales due to strong academic promotion capabilities from partners. - **Colo 80.2 monoclonal antibody** for lung and gastric cancer, with only four similar products in Phase III trials in China, indicating a competitive edge [2][7]. Financial and Market Position - The actual controllers of Osai Kang are Chen Qingcai and his wife. Key subsidiaries include: - **Nanjing Hairong Pharmaceutical**: Raw material production base with cost advantages. - **Nanjing Haiguang Applied Chemistry Research Institute**: Main generic drug R&D base. - **AskGin**: An overseas subsidiary responsible for biopharmaceutical innovation, in which Osai Kang holds a 60% stake [2][4][5]. Product Highlights - **SKB589**: A leading 18.2 monoclonal antibody triple therapy showing an objective response rate (OR) of 80%, indicating best-in-class potential. The progression-free survival (PFS) data is also promising, showcasing significant advantages over competitors like AstraZeneca, which uses a dual therapy approach [2][9]. - **Maifen Capsule**: An oral iron supplement that combines the convenience of traditional oral supplements with the efficacy of intravenous options while minimizing gastrointestinal side effects. This product is expected to capture significant market share in both hospital and outpatient settings [2][10]. - **VEGFR2 Dual-target Ophthalmic Drug**: Targeting AMD and DME, this drug extends the dosing interval to 4-5 months or even six months, significantly improving patient convenience. It is currently in Phase 2B clinical trials, with Phase 3 expected to start in 2026 [2][11]. Future Directions - Osai Kang aims to maintain a dual strategy of ensuring stable cash flow through first generics and difficult generics while actively advancing innovative drug development for higher market returns. The company plans to strengthen international collaborations to enhance R&D capabilities and expand into emerging markets [2][8]. Upcoming Catalysts - Important data releases are anticipated in the coming months, including updates on SKB589's overall survival (OS) data at the ISMO conference in October and preliminary data for interleukin-15 dual antibodies by the end of the year. Additionally, AstraZeneca's Phase II data for its 18.2 monoclonal antibody targeting pancreatic cancer will be closely monitored as potential catalysts for Osai Kang's stock price [2][13].

Core Viewpoint - As of September 4, 2023, Aosaikang's stock price has shown significant volatility, with a year-to-date increase of 82.29% but a recent decline in the last five and twenty trading days [1] Financial Performance - For the first half of 2025, Aosaikang reported a revenue of 1.007 billion yuan, representing a year-on-year growth of 9.20%, and a net profit attributable to shareholders of 160 million yuan, which is a substantial increase of 111.64% [2] - Cumulative cash dividends since Aosaikang's A-share listing amount to 721 million yuan, with 111 million yuan distributed over the past three years [3] Shareholder Structure - As of August 20, 2025, Aosaikang has 18,300 shareholders, a decrease of 1.26% from the previous period, with an average of 50,724 circulating shares per shareholder, an increase of 1.28% [2] - The top ten circulating shareholders include new entrants such as Yongying Pharmaceutical Innovation Mixed Fund and Hong Kong Central Clearing Limited, while some existing shareholders like E Fund Medical Health Mixed Fund have reduced their holdings [3] Market Activity - Aosaikang's stock experienced a trading volume of 1.04 billion yuan on September 4, 2023, with a turnover rate of 0.48% and a total market capitalization of 21.301 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on July 16 [1]

Core Viewpoint - The company announced the completion of the first patient dosing in a Phase III clinical trial for its innovative drug ASKC202, which is being developed for the treatment of advanced or metastatic non-small cell lung cancer (NSCLC) with MET amplification/overexpression after failure of EGFR-TKI therapy [1][2]. Group 1: Drug Development and Clinical Trials - ASKC202 is a novel oral cMET inhibitor developed by the company's subsidiary, targeting EGFR mutation-positive NSCLC patients who have progressed after EGFR-TKI treatment [1]. - The drug is being studied in combination with the third-generation EGFR-TKI, Lapatinib, showing promising efficacy and safety in early-phase trials [2]. - The company plans to present the latest clinical research data on ASKC202 combined with Lapatinib at the 2025 ESMO conference [2]. Group 2: Financial Performance - For the first half of 2025, the company reported a revenue of 1.007 billion yuan, a year-on-year increase of 9.20%, and a net profit attributable to shareholders of 160 million yuan, up 111.64% [3]. - The company invested 200 million yuan in R&D during the reporting period, with 90 million yuan classified as expensed R&D [3]. - The growth in revenue is attributed to the commercialization of several new products over the past two years, enhancing the company's profitability [3].

Core Viewpoint - The company announced that its wholly-owned subsidiary, Jiangsu Aosaikang Pharmaceutical Co., Ltd., has completed the first patient dosing in a Phase III registration clinical study for the innovative drug ASKC202 in combination with Lapatinib for the treatment of locally advanced or metastatic non-small cell lung cancer (NSCLC) with MET amplification/overexpression after failure of epidermal growth factor receptor tyrosine kinase inhibitors (EGFR-TKIs) [1] Group 1 - The innovative drug ASKC202 is being developed for a specific patient population that has not responded to existing EGFR-TKIs [1] - The clinical study is a Phase III registration trial, indicating a significant step towards potential market approval [1] - The focus on MET amplification/overexpression highlights a targeted approach in cancer treatment, which may address unmet medical needs in NSCLC [1]