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].

奥赛康(002755.SZ)公告，公司全资子公司江苏奥赛康药业有限公司开发的1类创新药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 性非小细胞肺癌的注册性临床III期研究已完成首例患者给药。 ...

Core Viewpoint - The announcement highlights the completion of the first patient dosing in a Phase III clinical trial for ASK202, a novel oral cMET inhibitor developed by Jiangsu Aosaikang Pharmaceutical Co., Ltd, targeting advanced non-small cell lung cancer (NSCLC) patients with EGFR mutations and MET amplification/overexpression after failure of EGFR-TKI treatment [1] Group 1 - The clinical trial is a registration study for ASK202 in combination with Lapatinib for patients with locally advanced or metastatic NSCLC [1] - ASK202 is characterized as a first-class innovative drug with independent intellectual property rights and significant activity [1] - The target patient population includes those who have progressed after EGFR-TKI therapy and exhibit MET amplification or overexpression [1]

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 clinical trial 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 Phase III clinical study for ASKC202 in combination with Lapatinib targets patients who have experienced treatment failure with EGFR-TKIs and have MET amplification/overexpression [1] - The company has also conducted Phase I/II clinical studies for ASKC202 as a monotherapy and in combination with the third-generation EGFR-TKI Lapatinib, as well as a food effect study for ASKC202 [1] - Preliminary results from the Phase I/II study of ASKC202 in combination with Lapatinib show significant efficacy, along with good tolerability and safety [1] Group 2 - The company plans to present the latest clinical research data for ASKC202 in combination with Lapatinib at the 2025 ESMO conference [1]

Core Viewpoint - The announcement indicates that the clinical trial for the innovative drug ASK202, developed by the company's wholly-owned subsidiary, has commenced with the first patient dosed, targeting a specific type of lung cancer [1] Group 1: Company Developments - The company’s subsidiary, Jiangsu Aosaikang Pharmaceutical Co., Ltd., is responsible for the development of the innovative drug ASK202 [1] - The drug is intended for use in patients with locally advanced or metastatic non-small cell lung cancer who have failed treatment with epidermal growth factor receptor tyrosine kinase inhibitors (EGFR-TKIs) and have MET amplification or overexpression [1] Group 2: Clinical Research - The registration clinical phase III study for ASK202 has successfully completed the first patient dosing [1] - This study represents a significant step in the development of new treatment options for a challenging patient population in oncology [1]

北京奥赛康药业股份有限公司（以下简称"公司"）的全资子公司江苏奥赛 康药业有限公司（以下简称"子公司"）开发的 1 类创新药 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注册性临床 III 期研究已完成首例 患者给药，相关情况如下： 一、产品基本情况 证券代码：002755 证券简称：奥赛康 公告编号：2025-048 北京奥赛康药业股份有限公司 关于子公司创新药 ASKC202 注册性临床 III 期研究完成首例患者给药的公告 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。 截至本公告披露之日，ASKC202 已开展包括单药、联合子公司已上市第三 代 EGFR TKI 利厄替尼的 I/II 期临床研究、以及 ASKC202 的食物影响研究。在 ASKC202 联合利厄替尼用于 EGFR TKI 治疗后进展的 EGFR 突变伴 MET 扩增 /过表达的晚期 NSCLC 的 I/II 期研究中，展现出突出的疗效，同时具有良好的 耐受性和安全性。子公司将在 2 ...

Summary of Osai Kang's Conference Call Company Overview - **Company**: Osai Kang - **Industry**: Pharmaceutical, focusing on innovative and generic drugs Key Points and Arguments Financial Performance - In the first half of 2025, Osai Kang achieved revenue of 1.007 billion yuan, a year-on-year increase of 9.2% [3] - Net profit attributable to shareholders was 160 million yuan, up 112% year-on-year [3] - R&D investment was 202 million yuan, accounting for 20.03% of revenue [3] - The company expects a revenue growth rate of approximately 10% for the full year, with profit growth expected to exceed revenue growth [4] Product Development and Pipeline - **Key Products**: - **Liatinib (Aoyi Xin)**: Approved for first-line indications, with median PFS of 20.7 months; clinical data published in *The Lancet* [2] - **ASKC 202C MET Inhibitor**: Phase III clinical research initiated; Phase I ORR reached 62.5% [2] - **ASKB 589 Claudin 18.2 Monoclonal Antibody**: Phase III clinical trial ongoing; ORR for high-expression patients at 81.8% [2] - **ASKC 109**: New oral iron supplement expected to submit NBA application this quarter [2] - **ASKG712**: Dual-target ophthalmic drug for AMD, Phase 2A completed, Phase 2B expected to start by year-end [4] R&D Strategy - The company maintains a high R&D investment ratio to enhance core competitiveness [3] - R&D expenses were reduced due to capitalizing certain R&D investments [3] - Plans to launch at least one innovative drug annually over the next three years [4] Market Dynamics - The generic drug segment contributed significantly to sales, with over 1 billion yuan in sales in the first half of 2025, reflecting a growth rate of 9.9% despite market challenges [13] - The oncology product line saw over 15% growth, while chronic disease products grew by 20% [13] Collaborations and Partnerships - Osai Kang has engaged in collaborations for early-stage drug development, including partnerships with Shanghai Institute of Materia Medica and Yaoming Kangde [16] - The company is actively seeking external business development opportunities for overseas licensing of products like Claudin 18.2 and CMET inhibitors [30] Future Outlook - The company aims to maintain steady revenue growth and is confident in achieving a stable growth rate in 2026 [30] - Plans to introduce 1 to 2 new pipelines in the second half of the year to ensure continuous innovation [30] Additional Insights - The company is exploring the potential of TCE technology and its application in clinical settings [22] - Osai Kang's unique peptide shielding technology has shown significant advantages in safety and efficacy compared to competitors [11] Conclusion Osai Kang is positioned for growth with a robust pipeline of innovative drugs, strong financial performance, and strategic collaborations. The company is focused on maintaining its competitive edge through high R&D investment and exploring new market opportunities.

[Table_Info1] 奥赛康(002755) 化学制药/医药生物 [Table_Date] 发布时间：2025-09-01 [Table_Title] 证券研究报告 / 公司点评报告 盈利能力持续改善，创仿结合成果初显 --- 奥赛康 2025 年中期业绩点评 事件： [Table_Summary] 公司发布 2025 年中期业绩报告，实现收入 10.07 亿元（+9.2%），实现归 属于上市公司股东的净利润 1.60 亿元（+111.6%）。 点评： 财务端：盈利能力修复明显，费用结构持续优化，现金流大幅改善。1） 25H1 实现扣非归母净利润 1.41 亿元（+155.7%），自 2024 年扭亏为盈 始，公司盈利能力呈现加速修复态势；2）25H1 公司实现毛利率 81.7% （同比持平），实现净利率 14.6%（+7.6pct）；3）25H1 实现期间费用率 66.9%（-8.3pct），成本费用控制成效显著。25H1 公司销售/管理/研发/财 务费用率分别同比-3.5/-0.7/-4.5/+0.3pct；3）24 年公司经营性现金流净额 为 4.23 亿元（+42.5%），超 24 全年水平，现 ...

证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为3.61%，近年资本回报率不强。公司业绩具有周期性。去年的净利率为 7.23%，算上全部成本后，公司产品或服务的附加值一般。从历史年报数据统计来看，公司上市以来中 位数ROIC为15.34%，投资回报也很好，其中最惨年份2022年的ROIC为-8.72%，投资回报极差。公司历 史上的财报相对一般（注：公司上市时间不满10年，上市时间越长财务均分参考意义越大。），公司上 市来已有年报9份，亏损年份2次，显示生意模式比较脆弱。 商业模式：公司业绩主要依靠研发及营销驱动。需要仔细研究这类驱动力背后的实际情况。 财报体检工具显示： 建议关注公司现金流状况（近3年经营性现金流均值/流动负债仅为10.29%） 据证券之星公开数据整理，近期奥赛康（002755）发布2025年中报。根据财报显示，奥赛康营收净利润 同比双双增长。截至本报告期末，公司营业总收入10.07亿元，同比上升9.2%，归母净利润1.6亿元，同 比上升111.64%。按单季度数据看，第二季度营业总收入4.99亿元，同比上升5.23%，第二季度归母净利 润1.05亿元，同比上升138.95%。 ...

每经AI快讯，奥赛康（SZ 002755，收盘价：23.65元）8月29日发布公告称，公司第七届第三次董事会 会议于2025年8月28日在南京江宁科学园科建路699号A楼3102会议室召开。会议审议了《关于公司2025 年半年度报告全文及摘要的议案》等文件。 2024年1至12月份，奥赛康的营业收入构成为：医药制造业占比97.92%，其他业务占比2.08%。 每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 （记者 张喜威） ...