ANKE BIO(300009)
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诺贝尔奖点亮Treg赛道,安科生物借顶尖合作抢占先机
Quan Jing Wang· 2025-10-09 01:53
2025年10月6日下午,诺贝尔生理学或医学奖授予调节性T细胞(Treg)研究领域的三位科学家,诺奖委 员会指出其发现"彻底改变了我们对免疫系统运作机制的理解",揭示了Treg作为"免疫系统安全卫士"的 核心作用,为自身免疫病、癌症等治疗开辟新路径。这一突破正推动全球Treg疗法进入临床转化关键 期,而安科生物已通过前瞻合作深度布局该赛道。 诺奖成果的核心在于明确Treg的调控机制:坂口志文首次识别出具有免疫抑制功能的Treg亚群,布伦科 与拉姆斯德尔发现Foxp3基因为其功能主控基因,缺乏该基因会导致严重自身免疫反应。基于此,"Treg 疗法正被积极探索用于治疗糖尿病、类风湿关节炎等自身免疫病,也有望催生更成功的器官移植手术 等"。 安科生物的核心布局是与顶尖Treg研究力量深度绑定。公司2024年官方公告显示,已与郑颂国团队共同 设立合资公司合肥泰睿格安科生物技术有限公司,注册资本1亿元,郑颂国团队以专有技术作价6000万 元占股60%,该公司已完成工商注册。郑颂国教授为原美国俄亥俄州立大学教授、博士生导师,作 为"国际上诱导性调节T细胞发现者和奠基人",长期深耕Treg发育机制,曾揭示"炎症环境下调控调 ...
安科生物:并购事项属于公司重大事项,请关注公司披露的公告
Zheng Quan Ri Bao· 2025-09-30 09:26
(文章来源:证券日报) 证券日报网讯安科生物9月30日在互动平台回答投资者提问时表示,并购事项属于公司重大事项,请关 注公司披露的公告。 ...
安科生物:公司期待长效生长激素和长效促卵泡素可以快速投入市场,为公司的经营业绩提供新的增长点
Zheng Quan Ri Bao Wang· 2025-09-30 09:14
Core Viewpoint - Anke Bio has been actively involved in the reproductive health sector for years, with a comprehensive product range from reproductive testing to therapeutic drugs, and aims to leverage a partnership with Baoji Pharmaceutical for market expansion [1] Group 1: Company Strategy - The company has established a dedicated reproductive and antiviral division to promote market segmentation and enhance product visibility [1] - A specialized team of over 300 members is in place to support the marketing efforts for the long-acting follicle-stimulating hormone once it is launched [1] Group 2: Product Development - The long-acting follicle-stimulating hormone is expected to generate significant revenue by the year 2026 [1] - The company is currently in the process of regulatory review for the long-acting growth hormone in collaboration with Weisheng Pharmaceutical [1] - The company anticipates that both the long-acting growth hormone and the long-acting follicle-stimulating hormone will quickly enter the market, providing new growth opportunities for its business performance [1]
美国药物关税政策对安科生物无影响 业务重心锚定国内市场
Quan Jing Wang· 2025-09-30 03:25
Core Viewpoint - The proposed 100% tariff on imported drugs has garnered significant attention in the pharmaceutical industry, but it has not materially impacted the performance of Anhui Anke Biotechnology (Group) Co., Ltd, as the company focuses exclusively on the domestic market, effectively avoiding potential risks associated with U.S. tariff policies [1][2] Group 1: Company Performance - Anhui Anke's revenue structure is clearly oriented towards the domestic market, with all revenue generated from domestic sources as of the first half of 2025, and no contributions from the U.S. market [1] - The company's main business segments include biological products, traditional Chinese medicine, chemical synthetic drugs, and raw materials, with key products such as recombinant human interferon α2b "Andafeng," recombinant human growth hormone "Ansumei," and anti-tumor drug "Ansaiting," creating a diversified product matrix [1] Group 2: Response to Tariff Concerns - In response to market concerns regarding the tariff impact, the company has communicated through multiple official channels, with the chairman and secretary of the board publicly stating during the 2024 and 2025 performance briefings that there are no export operations to the U.S., emphasizing that U.S. tariff policies will not disrupt normal operations [1] - The company has also confirmed on investor interaction platforms that it currently has no export business to the U.S. and that its production and operational status remains normal, further stabilizing market expectations [1] Group 3: Future Plans - Notably, Anhui Anke announced plans in 2024 to establish a subsidiary and build a production base in the U.S., but as of September 2025, this plan has not yet been implemented, maintaining the company's current lack of U.S. export business [2] - The company indicated that if the U.S. expansion plan materializes in the future, it could lay the groundwork for entering the U.S. market and generate positive effects, but it currently does not impact operations [2]
安科生物(300009) - 关于公司第2期员工持股计划存续期即将届满的提示性公告
2025-09-29 12:44
证券代码:300009 证券简称:安科生物 公告编号:2025-052 安徽安科生物工程(集团)股份有限公司 2021年5月14日,公司实施了每10股转增2股派2.00元(含税)人民币现金的 2020年度利润分派方案,本次权益分派实施后,第2期员工持股计划认购的股份 由8,879,060股调整为10,654,872股,占公司总股本的0.65%。 2022年3月29日,第2期员工持股计划锁定期届满,其持有的公司股票 10,654,872股于2022年4月1日解除限售并上市流通。具体内容详见巨潮资讯网刊 登的《关于非公开发行部分限售股份解除限售的提示性公告》(公告编号: 2022-018)。 经 2023 年 11 月 14 日召开的第 2 期员工持股计划持有人会议及 2023 年 11 月 16 日召开的公司第八届董事会第八次会议审议通过,本持股计划存续期延长 至 2025 年 3 月 28 日。经公司分别于 2024 年 9 月 29 日、2024 年 9 月 30 日召开 的第 2 期员工持股计划持有人会议、第八届董事会第十三次会议审议通过,本持 股计划存续期延长至 2026 年 3 月 28 日。 关于公 ...
安科生物(300009) - 第4期员工持股计划第一次持有人会议决议的公告
2025-09-29 12:44
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。 证券代码:300009 证券简称:安科生物 公告编号:2025-053 一、持有人会议召开情况 安徽安科生物工程(集团)股份有限公司 第 4 期员工持股计划第一次持有人会议决议的公告 安徽安科生物工程(集团)股份有限公司(以下简称"公司")第 4 期员工持 股计划(以下简称"本持股计划")第一次持有人会议于 2025 年 9 月 29 日以通讯 表决方式召开,本次会议由公司董事、董事会秘书李坤先生召集和主持,出席本次 会议的持有人共 21 人,代表本持股计划资金份额 10,242,218.28 份,占本持股计划 实际总份额的 80.79%。 本次会议的召集、召开、表决程序符合有关法律、行政法规、部门规章、规范 性文件和《安徽安科生物工程(集团)股份有限公司第 4 期员工持股计划(草案)》 (以下简称《第 4 期持股计划(草案)》)等相关文件的规定。 二、持有人会议审议情况 (一)审议通过《关于设立公司第 4 期员工持股计划管理委员会的议案》 为保证公司第 4 期员工持股计划的顺利进行,保障持有人的合法权益,根据《第 ...
十五年磨一剑:资本短视下,安科生物杨林博士的全球首款CAR-T突围战
Quan Jing Wang· 2025-09-29 05:29
Core Viewpoint - The approval of PA3-17 injection for critical Phase II clinical trials marks a significant step for the company, but the journey has been prolonged due to funding challenges and the nature of the pharmaceutical industry [1][2][4] Group 1: Company Development - The founder of the company, Dr. Yang Lin, has been a pioneer in the field of tumor cell therapy in China, focusing on CD7-positive hematological malignancies since the company's establishment in 2010 [1] - The company has achieved remarkable clinical trial results, with a 100% objective response rate and nearly 90% complete response rate in early trials [1] - Despite technological breakthroughs, the company has faced difficulties in securing continuous capital investment, which has delayed the development of its innovative drug [2][3] Group 2: Funding Challenges - The pharmaceutical industry is characterized by high investment, long cycles, and high risks, which contrasts sharply with investors' pursuit of immediate returns [2] - The company's financing history reflects this struggle, with significant delays between funding rounds, such as the 11-year gap from its founding to its A-round financing in 2021 [2] - The overall funding environment for the CAR-T sector has cooled since 2021, with average financing dropping to $31 million in 2024, half of the peak levels [2][3] Group 3: Market Perception - There is a stark contrast in market attitudes towards different innovative pharmaceutical companies, with some receiving strong support while others, like the company in question, struggle to attract similar capital attention [3] - The company’s focus on a niche target and reliance on long-term technological accumulation has made it less appealing to investors compared to projects with clearer progress or backing from major players [3] Group 4: Future Outlook - The launch of the critical Phase II clinical trial for PA3-17 injection brings hope for the company, but years of delays have resulted in missed opportunities for many patients [4] - The company aims to make its drug affordable for ordinary patients, highlighting the importance of patience from capital markets in supporting long-term research and development efforts [4]
安科生物:控股股东不存在将所持有的股份出借给量化机构的情况
Mei Ri Jing Ji Xin Wen· 2025-09-28 03:39
Group 1 - The core point of the article is that the controlling shareholder of Anke Bio (300009.SZ) has confirmed that there is no situation of lending shares to quantitative institutions [2][3] Group 2 - Anke Bio responded to an investor inquiry on an interactive platform regarding the lending of shares by its controlling shareholder [2]
安科生物:公司多个研发管线进入临床阶段
Mei Ri Jing Ji Xin Wen· 2025-09-28 03:36
Core Viewpoint - The company is actively advancing its research and development capabilities, particularly in the field of biopharmaceuticals, with a focus on innovative drug development and clinical trials [2]. Group 1: Oncology Research - The company has several products in the clinical research pipeline, including HuA21 injection, an innovative drug targeting HER2, which has shown promising safety and efficacy in early studies and is moving into Phase III clinical trials [2]. - The "5G9 injection," another HER2-targeting drug, has received approval for clinical trials [2]. - A collaboration with Afana Company is underway for the development of AFN0328 injection, aimed at treating HPV tumors and precancerous lesions, currently in Phase I clinical trials [2]. - The company has a stake in Boshengji, which is conducting clinical trials for the first universal CAR-Vδ1T cell drug (UTAA09 injection) with CDE's implied permission [2]. - Another investment in Yuansong Biotechnology has led to the development of a oncolytic virus drug (recombinant L-IFN adenovirus injection) that has received CDE's implied permission for clinical trials in advanced solid tumors [2]. Group 2: Growth and Development Research - The "AK2017 injection," a recombinant human growth hormone-Fc fusion protein, is progressing well in clinical trials, having completed Phase II enrollment and is preparing for Phase III discussions [2]. Group 3: Antiviral Research - The "AK1008 project," aimed at treating viral infections causing children's herpangina, is currently in Phase II clinical trials [2]. - The "AK1012 project," targeting respiratory syncytial virus infections in children, is in Phase I clinical trials [2]. - The company is committed to disclosing information on products that have not yet entered clinical trials once they obtain clinical approval [2].
9月18日早间重要公告一览
Xi Niu Cai Jing· 2025-09-18 05:10
Group 1 - Dagan Holdings' shareholder plans to reduce holdings by up to 3% of the company's shares, totaling approximately 9.52 million shares [1] - China Resources Sanjiu intends to invest up to 10 billion yuan of its own funds in bank wealth management products, with a rolling investment strategy [1] - Xinyu Guoke's shareholder plans to reduce holdings by up to 1% of the company's shares, totaling approximately 276.76 thousand shares [3] Group 2 - Tianpu Co. has completed the stock trading suspension review and will resume trading after a period of abnormal price fluctuations [5] - Xinhang New Materials' controlling shareholder plans to reduce holdings by up to 2% of the company's shares, totaling approximately 174.88 thousand shares [6] - Yinbang Co.'s shareholder plans to reduce holdings by up to 3% of the company's shares, totaling approximately 24.66 million shares [7] Group 3 - Yuanfei Pet's shareholders plan to collectively reduce holdings by up to 3.48% of the company's shares, totaling approximately 565.14 thousand shares [7] - Changchun High-tech's subsidiary will gain exclusive agency rights for three products in mainland China [9] - Hanyi Co.'s controlling shareholder plans to reduce holdings by up to 3% of the company's shares, totaling approximately 294 thousand shares [10] Group 4 - Zhongcai Energy's subsidiary signed a total contract worth 347 million yuan for a project in Hubei Province [11] - Ruifeng Bank's shareholder reduced holdings by 408.83 thousand shares, decreasing their ownership from 6.10% to 5.89% [12] - Shanghai Construction's gold business revenue is low, accounting for less than 0.5% of total revenue [13] Group 5 - Guanggang Gas's shareholder plans to reduce holdings by up to 2.63 million shares, approximately 1.9994% of the company's total shares [14] - Kairun Co.'s controlling shareholder has decided to terminate the share reduction plan early [15] - Boyun New Materials' shareholder plans to reduce holdings by up to 1% of the company's shares, totaling approximately 573 thousand shares [16] Group 6 - Yuanda Environmental's acquisition of assets and fundraising has been approved by the Shanghai Stock Exchange [17] - ST Ningke's stock will be subject to delisting risk warning due to the company's restructuring [18] - Anke Biotech's investee company has received approval for a key II phase clinical trial for a new injection [19] Group 7 - Shuanglu Pharmaceutical's director plans to reduce holdings by up to 37.52 thousand shares, approximately 0.0365% of the company's total shares [20] - Zhongji Xuchuang's specific shareholder's holding ratio changed by more than 1% [21] - ST Nanzhi plans to sell real estate development and leasing business assets for 1 yuan to focus on urban operation [22]