Core Viewpoint - The company announced that its subsidiary, Jiangsu Osaikang Pharmaceutical Co., Ltd., presented data on a novel cMET inhibitor, ASKC202, in combination with Lapatinib, at the European Society for Medical Oncology (ESMO) annual meeting in Berlin on October 18, 2025, focusing on patients with locally advanced or metastatic non-small cell lung cancer (NSCLC) who have failed epidermal growth factor receptor tyrosine kinase inhibitors (EGFR-TKIs) and have MET amplification/overexpression [1] Group 1 - ASK202 in combination with Lapatinib demonstrated good tolerability and safety in patients with NSCLC who had previously failed EGFR-TKI treatment [1] - The treatment showed promising efficacy signals, including a high tumor response rate and prolonged duration of response [1] - A Phase III confirmatory clinical trial for ASK202 in combination with Lapatinib is currently underway [1]

证券代码：002755 证券简称：奥赛康 公告编号：2025-053 北京奥赛康药业股份有限公司 自愿披露创新药 ASKC202 在 2025 年 ESMO 年 会公布临床研究数据的公告 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。 北京奥赛康药业股份有限公司（以下简称"公司"）的子公司江苏奥赛康药 业有限公司于 2025 年 10 月 18 日在德国柏林召开的欧洲肿瘤内科学会（ESMO） 年会上，以壁报形式首次公布新型 cMET 抑制剂 ASKC202 联合利厄替尼用于经 表皮生长因子酪氨酸激酶抑制剂（EGFR-TKI）治疗失败伴 MET 扩增/过表达的 局部晚期或转移性非小细胞肺癌的剂量递增及扩展临床试验研究数据，相关情况 如下： 一、壁报内容概要 标题：ASKC202 联合利厄替尼用于既往 EGFR-TKI 治疗后 EGFR 敏感突变 伴 MET 扩增或蛋白过表达的晚期或转移性非小细胞肺癌的治疗（ASKC202 plus Limertinib in EGFR-mutated advanced or metastatic NSCLC patients w ...

Core Insights - The recent surge in Chinese innovative pharmaceuticals going global is marked by a series of significant business development (BD) transactions, indicating a collective effort in the industry rather than isolated breakthroughs [1][5][7] Group 1: Overseas Licensing Agreements - Hansoh Pharmaceutical signed a licensing agreement with Roche for HS-20110, receiving an upfront payment of $80 million, with potential milestone payments and royalties based on future sales [2] - AskGene Pharma, a subsidiary of Aosaikang, entered into a licensing agreement with Visara, securing an upfront payment of $7 million, with total transaction value reaching $96 million [2] - Pruijng announced a collaboration with Kite, receiving a total upfront payment of $120 million, with potential milestone payments up to $1.52 billion [3] - Valiant Biopharma established a global partnership with Dianthus, with an upfront payment of up to $38 million and total potential transaction value reaching $1 billion [3] - Haihe Pharmaceutical reached an exclusive licensing agreement with Japan's Daikyo Pharmaceutical for a PI3Kα inhibitor, which has already received orphan drug designation in Japan [4] Group 2: Market Trends and Drivers - A report from Zhongzheng Pengyuan indicates that the overseas licensing transaction amounts are expected to reach new highs in the first half of 2025, driven by factors such as patent expirations and ongoing R&D investments [5][6] - The Chinese pharmaceutical industry has undergone rapid transformation since the reform of drug approval systems in 2015, supported by government policies encouraging innovative drug development [5] - The trend of Chinese innovative drugs going global is primarily through BD models, with "license out" being the most common approach due to the high costs and uncertainties associated with independent overseas expansion [5][6] Group 3: Global Market Position - Chinese pharmaceutical companies have become one of the most active players in global business development, with approximately 50% of overseas licensing projects involving U.S. companies [7] - The increasing number and value of overseas licensing agreements reflect the global recognition of China's innovative drug development capabilities [7] - The trend of rising licensing revenues is expected to create a positive cycle of "R&D—licensing—reinvestment," providing financial support for ongoing innovation [7][8]

Market Overview - The A-share market opened lower with all three major indices declining: Shanghai Composite Index down 0.11%, Shenzhen Component Index down 0.2%, and ChiNext Index down 0.36% [1] Sector Performance - Gold stocks opened higher, with Baoding Technology hitting the daily limit, and Western Gold and Sichuan Gold rising over 4%. Spot gold prices reached a new high of $4,380 in early trading [1] - The graphite electrode sector saw initial gains, with Suotong Development increasing over 6%, and Xiangfenghua and Shangtai Technology rising over 3% [1] - The innovative drug sector remained active, with Huabang Health rising over 6%, and Aosaikang and Yifang Bio increasing over 4% [1] - The cultivated diamond sector experienced a correction, with Strength Diamond falling over 5%, and Chuanjiang New Material and Yellow River Windfall dropping over 4% [1]

Core Insights - AskGene Pharma, a subsidiary of Aosaikang, has entered into a licensing agreement with Visara for its innovative drug project ASK712, which is currently in Phase IIa clinical trials for treating macular diseases [1] Licensing Agreement Details - The licensing agreement grants Visara exclusive rights to develop, manufacture, and commercialize ASK712 in several regions, including Greater China, Singapore, Thailand, Malaysia, Indonesia, Vietnam, South Korea, and India [1] - Visara will pay an upfront fee of $7 million to AskGene Pharma, with potential milestone payments related to research, registration, and commercialization that could total up to $89 million [1] - AskGene Pharma will also receive a percentage of royalties based on the annual net sales of the product within the licensed regions [1]

Core Viewpoint - AskGene Pharma has entered into a licensing agreement with Visara, allowing Visara to commercialize the innovative drug project ASK712, which targets both VEGF and ANG-2 for the treatment of retinal diseases [1][2] Group 1: Licensing Agreement - The licensing agreement enables the development and commercialization of the ASK712 project in the licensed area, which is expected to positively impact the company's future performance [2] - This agreement aligns with the company's strategic focus on innovative drug development in areas such as digestion, oncology, anti-infection, and chronic diseases [2] Group 2: Drug Development - ASK712 is a first-class innovative drug developed by AskGene Pharma, currently in the IIa clinical research phase in China [1] - Clinical results from the I phase show that ASK712 has good safety and efficacy, with preclinical data indicating stronger binding activity to VEGF and ANG-2 compared to existing treatments [1]

Core Viewpoint - AskGene Pharma has entered into a licensing agreement with Visara for its innovative drug project ASK712, which targets both VEGF and ANG-2, indicating a strategic move towards enhancing its research and commercialization efforts in the therapeutic area of eye diseases [1][2] Group 1: Licensing Agreement - AskGene Pharma has licensed its proprietary rights for the innovative drug ASK712 to Visara, which is expected to facilitate the development and commercialization of the drug in the licensed area [1] - The licensing agreement aligns with the company's strategic focus on innovation in drug development, particularly in areas such as digestion, oncology, anti-infection, and chronic diseases [2] Group 2: Drug Development and Clinical Trials - ASK712 is currently in the Phase IIa clinical trial stage in China, demonstrating good safety and efficacy based on Phase I dose escalation and expansion results [1] - Preclinical data suggests that ASK712 has a stronger binding affinity for VEGF and ANG-2 compared to existing treatments, potentially improving efficacy and extending dosing intervals, which may enhance patient compliance [1]

Core Viewpoint - Aosaikang (SZ 002755) announced the convening of its seventh fourth board meeting on October 15, 2025, to review documents including the proposal for signing an authorization agreement [1] Company Summary - Aosaikang's revenue composition for the year 2024 is as follows: 97.92% from the pharmaceutical manufacturing industry and 2.08% from other businesses [1]

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。 一、交易概述 证券代码：002755 证券简称：奥赛康 公告编号：2025-052 北京奥赛康药业股份有限公司 关于签署授权许可协议的公告 北京奥赛康药业股份有限公司（以下简称"公司"）的控股子公司 AskGene Pharma, Inc.（以下简称"AskGene Pharma"）与 Visara, Inc.（以下简称"Visara"） 达成授权许可协议，将 AskGene Pharma 具有自主知识产权的 1 类创新药 ASKG712 项目在许可区域内的权益有偿许可给 Visara。 被许可方：Visara, Inc. 本次交易已经公司第七届董事会第四次会议审议通过。本次交易不构成关联 交易，不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 二、许可项目基本信息 ASKG712 是 AskGene Pharma 自主研发的、拥有自主知识产权的 1 类创新药， 可同时靶向 VEGF 与 ANG-2。在阻断 VEGF/VEGFR 信号通路，控制新生血管形 成的同时，可有效抑制 ANG-2 信号以改善血管 ...

证券代码：002755 证券简称：奥赛康 公告编号：2025-051 表决结果：9 票同意，0 票反对，0 票弃权。 同意公司的控股子公司 AskGene Pharma, Inc.（以下简称"AskGene Pharma"） 与 Visara, Inc.（以下简称"Visara"）签署授权许可协议，将 AskGene Pharma 具有 自主知识产权的 1 类创新药 ASKG712 项目在许可区域内的权益有偿许可给 Visara。 具体内容详见同日发布于巨潮资讯网（http://www.cninfo.com.cn）上的《关 于签署授权许可协议的公告》（公告编号：2025-052）。 备查文件 《公司第七届董事会第四次会议决议》 特此公告。 北京奥赛康药业股份有限公司 第七届董事会第四次会议决议公告 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。 北京奥赛康药业股份有限公司（以下简称"公司"）第七届董事会第四次会议 于 2025 年 10 月 11 日以书面发送、专人送达的方式通知各位董事，会议于 2025 年 10 月 15 日以现场会议的方式在南京江宁科学园 ...