根据《国家药监局关于发布＜突破性治疗药物审评工作程序（试行）＞等三 个文件的公告》（2020年第82号），CDE对纳入突破性治疗药物程序的药物优先 配置资源进行沟通交流，加强指导并促进药物研发。药品研发周期长，易受到技 术、审批、政策等多方面因素的影响，审评政策及未来药品市场竞争形势等存在 诸多不确定性风险，上述产品存在突破性治疗药物程序公示期被提出异议的风险。 敬请广大投资者谨慎决策，注意投资风险。 特此公告。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 安徽安科生物工程（集团）股份有限公司（以下简称"公司"）获悉，公司 参股公司博生吉医药科技（苏州）有限公司（以下简称"博生吉医药"）、博生 吉安科细胞技术有限公司（以下简称"博生吉安科"）自主研发的PA3-17注射液 被国家药品监督管理局药品审评中心（CDE）纳入拟突破性治疗品种公示名单， 公示期7日。 PA3-17注射液是博生吉安科自主研发的全球首款获得新药临床试验批准的 靶向CD7的自体CAR-T细胞治疗产品，用于治疗成人复发/难治性T淋巴母细胞白 血病/淋巴瘤（R/R T-ALL/LBL）。该药物于2 ...

Core Viewpoint - Anke Biotechnology (300009.SZ) has completed a non-trading transfer of 2,894,406 shares, representing 0.17% of the company's total share capital, to its employee stock ownership plan [1] Group 1 - The transfer of shares was confirmed by the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, on August 5, 2025 [1] - The employee stock ownership plan has a duration of 72 months, starting from the date of the last stock transfer to the plan [1] - The stocks acquired through this plan will begin to unlock in five phases, starting 12 months after the transfer to the plan [1]

安徽安科生物工程（集团）股份有限公司 关于第 4 期员工持股计划非交易过户完成的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 安徽安科生物工程（集团）股份有限公司（以下简称"公司"）于 2025 年 7 月 10 日召开第八届董事会第二十次会议、第八届监事会第十八次会议，并于 2025 年 7 月 28 日召开 2025 年第二次临时股东大会，审议通过了《关于公司<第 4 期员工持 股计划（草案）>及其摘要的议案》等相关议案，具体内容详见公司披露于巨潮资讯 网（www.cninfo.com.cn）的相关公告。 根据《关于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所上 市公司自律监管指引第 2 号——创业板上市公司规范运作》等相关规定，现将公司 第 4 期员工持股计划（以下简称"本持股计划"）实施进展情况公告如下： 证券代码：300009 证券简称：安科生物 公告编号：2025-039 一、本持股计划的股票来源及数量 本持股计划股票来源于公司回购专用证券账户所持有的公司 A 股普通股股票。 公司于 2022 年 2 月 7 日召开第七届董事会第十 ...

Group 1 - The company has a subsidiary, Xinhua Kun, responsible for the research and production of cosmetics and skincare products [2] - The company responded to an investor inquiry regarding the revenue contribution of the cosmetics and skincare segment [2]

Summary of Conference Call Notes Company and Industry Overview - **Company**: Anke Bio (安科生物) - **Industry**: Pharmaceutical and Biotechnology, focusing on innovative drugs and gene therapy Key Points and Arguments 1. **Pharmaceutical Sector Performance**: The pharmaceutical sector has shown strong excess returns despite market pressures, with innovative drugs and traditional Chinese medicine performing particularly well, indicating a sustained bull market in pharmaceuticals [2][3] 2. **Focus on Innovative Drugs**: The clear future direction for the pharmaceutical industry is innovative drugs, with a focus on leading companies and those with significant catalysts or market potential [4][5] 3. **Anke Bio's CD7 CAR-T Therapy**: Anke Bio's CD7 CAR-T therapy for T-cell lymphoma and leukemia shows a total response rate (ORR) of 84.6% and a complete response rate of 77%, with promising durability [2][9] 4. **Market Potential for CD7 CAR-T**: The domestic market for relapsed/refractory T-cell lymphoma and leukemia is estimated at 2.1 billion yuan, with potential expansion to 5 billion yuan if additional indications are successful [10] 5. **Gene Therapy Developments**: AAV gene therapy in ophthalmology has advantages such as immune evasion and lower dosage requirements, with significant projects like Regenexbile and AbbVie’s RGX-314 expected to complete key trials by 2025 [14][15] 6. **Investment Recommendations**: Recommended stocks include Kangfang Biotech, Shanghai Pharmaceuticals, Anke Bio, and others, with a focus on companies with strong short-term performance or potential rebounds [6][7] 7. **Valuation of Anke Bio**: Anke Bio's current market cap is approximately 20 billion yuan, with potential to double to 40 billion yuan as the innovative drug segment is not fully valued [12] 8. **Innovative Pipeline**: Anke Bio has multiple innovative pipelines, including HER2 monoclonal antibodies and PD-L1/4-1BB bispecific antibodies, indicating a broad future development outlook [11][23] Additional Important Insights 1. **Clinical Trial Progress**: Anke Bio's CD7 CAR-T therapy is leading in domestic clinical progress, with significant catalysts expected soon [9] 2. **Safety and Efficacy**: The adverse reactions for Anke Bio's therapy are comparable to existing CAR-T therapies, making it a viable option for patients [10][20] 3. **Global Gene Therapy Landscape**: The AAV gene therapy field is seeing significant interest from major pharmaceutical companies, with a focus on rare diseases and expanding into common diseases [18][22] 4. **Emerging Companies**: Companies like Kanghong Pharma and TEBIO are making notable advancements in AAV gene therapy, particularly in ophthalmology [19][22] This summary encapsulates the key insights from the conference call, highlighting the performance and future potential of Anke Bio and the broader pharmaceutical industry.

Core Insights - The CSI 1000 Healthcare Index has shown significant growth, with a 13.89% increase over the past month, 24.30% over the last three months, and 27.10% year-to-date [1] Group 1: Index Performance - The CSI 1000 Healthcare Index is currently at 13651.50 points [1] - The index is designed to provide a diversified investment option by selecting liquid and representative securities from each industry [1] Group 2: Index Holdings - The top ten weighted stocks in the CSI 1000 Healthcare Index include: - Borui Pharmaceutical (3.51%) - Tonghua Golden Horse (2.65%) - Zai Lab (2.51%) - Zhongsheng Pharmaceutical (1.75%) - Zhaoyan New Drug (1.70%) - Anke Biotechnology (1.66%) - Yipinhong (1.63%) - Zuoli Pharmaceutical (1.59%) - Furuide (1.39%) - Dongcheng Pharmaceutical (1.33%) [1] - The index's market distribution shows that the Shanghai Stock Exchange accounts for 55.62%, while the Shenzhen Stock Exchange accounts for 44.38% [1] Group 3: Industry Composition - The industry composition of the CSI 1000 Healthcare Index is as follows: - Chemical drugs: 36.28% - Medical devices: 19.30% - Traditional Chinese medicine: 17.00% - Biological drugs: 14.30% - Medical commerce and services: 7.16% - Pharmaceutical and biotechnology services: 5.94% [2] Group 4: Sample Adjustment - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments [2] - When a sample company is delisted, it will be removed from the index, and any mergers, acquisitions, or splits will be handled according to maintenance guidelines [2]

Core Viewpoint - The article highlights the significant outflow of capital from the top 20 stocks as of August 4, with notable amounts withdrawn from various companies [1]. Group 1: Capital Outflow - The top stock with the highest capital outflow is Zhongji Xuchuang, with a withdrawal of 443 million [1] - Hikvision follows with an outflow of 353 million [1] - Other notable companies experiencing significant outflows include Shenghong Technology (-273 million), Tibet Tianlu (-259 million), and Tianfu Culture Tourism (-250 million) [1] Group 2: Additional Companies - WuXi AppTec saw an outflow of 241 million, while BYD experienced a withdrawal of 234 million [1] - Other companies with substantial capital outflows include Bubugao (-232 million), Jiejia Weichuang (-229 million), and Dongxin Co. (-225 million) [1] - Shanghai Film had an outflow of 211 million, and Anke Bio saw 202 million withdrawn [1]

Group 1 - Pharmaceutical stocks continued to decline in early trading, with companies like Kexing Pharmaceutical and Bioventure dropping over 11% [1] - Other companies such as Aoxiang Pharmaceutical, Shenlian Biological, Anke Biotechnology, Zhongsheng Pharmaceutical, and Haichuang Pharmaceutical experienced declines of over 6% [1]

Investment Rating - The report maintains an "Outperform" rating for the industry [7] Core Insights - The domestic CD7 CAR-T therapy is expected to achieve breakthroughs, with a focus on Anke Biopharma [5][17] - The market for innovative drugs continues to show strong performance, with significant trading volume and interest in new drug developments [5][41] Market Review - The CITIC Pharmaceutical Index rose by 2.7% during the week of July 28 to August 1, 2025, outperforming the CSI 300 Index by 4.5 percentage points, ranking second among CITIC's primary industry classifications [4][41] - Year-to-date, the CITIC Pharmaceutical and Biotech Index has increased by 22.8%, surpassing the CSI 300 Index by 19.7 percentage points [4][41] - The top five performing stocks for the week included Nanjing New Drug (up 78%), Lide Man (up 46.4%), Chenxin Pharmaceutical (up 40.9%), Qizheng Tibetan Medicine (up 40%), and Guangshengtang (up 36.4%) [4][56] Focus on CD7 CAR-T Therapy - Relapsed/refractory T-ALL/LBL has a poor prognosis, with a median survival of only 6 months and limited treatment options available [5][17][18] - Anke Biopharma's PA3-17 is leading in domestic clinical trials for CD7 CAR-T therapy, currently in Phase II, showing an overall response rate (ORR) of 84.6% and a complete response (CR) rate of 76.9% in Phase I trials [5][27][26] - The potential for PA3-17 to become the first approved product targeting T-cell malignancies in China is significant, with opportunities for expanding indications [5][26][33] Investment Recommendations - The report suggests focusing on a combination of innovative drugs, particularly those with commercial capabilities and rich pipelines, as well as medical devices that are expected to see a turnaround in fundamentals [5][41] - Recommended stocks for August include Heng Rui Pharmaceutical, Kangfang Biopharma, Kanghong Pharmaceutical, and others [5][12]

Market Overview - The Shanghai Composite Index fell by 0.94% this week, with six industries experiencing gains, led by the pharmaceutical and biotechnology sector, which rose by 2.95% [1] - The coal and non-ferrous metals industries saw the largest declines, with drops of 4.67% and 4.62% respectively [1] Fund Flow Analysis - A total of 211.86 billion yuan was net withdrawn from the two markets this week, with only the banking sector seeing a net inflow of 4.33 billion yuan [1] - The non-ferrous metals industry had the highest net outflow, totaling 25.99 billion yuan, followed by the computer industry with a net outflow of 20.45 billion yuan [1][2] Pharmaceutical and Biotechnology Sector - The pharmaceutical and biotechnology sector had a net outflow of 4.68 billion yuan this week, despite a price increase of 2.95% [3] - Out of 474 stocks in this sector, 323 stocks rose, with notable gainers including Nanjing New Pharmaceutical (up 78.01%), Lide Man (up 46.45%), and Chenxin Pharmaceutical (up 40.88%) [3] - The sector also saw 36 stocks with net outflows exceeding 100 million yuan, with WuXi AppTec leading at 1.98 billion yuan [3][4] Top Gainers and Losers in Pharmaceutical Sector - The top gainers in the pharmaceutical sector included: - Zhongsheng Pharmaceutical: up 29.52% with a net inflow of 1.01 billion yuan - Anke Bio: up 25.93% with a net inflow of 0.36 billion yuan - Lianhuan Pharmaceutical: up 15.99% with a net inflow of 0.34 billion yuan [3] - The top losers included: - WuXi AppTec: down 4.64% with a net outflow of 1.98 billion yuan - Borui Pharmaceutical: down 0.14% with a net outflow of 0.71 billion yuan - Kanglong Chemical: up 0.33% with a net outflow of 0.51 billion yuan [4]