Core Insights - Mirxes-B (02629) experienced a nearly 8% increase in early trading, currently up 2.48% at 53.8 HKD with a trading volume of 18.29 million HKD [1] Company Developments - On November 18, Mirxes announced a formal memorandum of understanding with Watson Bio (300142.SZ) to collaborate in the fields of molecular diagnostics and vaccine development, aiming to expand in the ASEAN and global markets [1] - This partnership signifies a strategic alignment between a leading precision diagnostics company and a top vaccine development firm, laying a solid foundation for a prevention and precision medicine platform centered around RNA [1] Product Milestones - In October, Mirxes' core product GASTROClear received approval from the National Medical Products Administration (NMPA) in China, becoming the world's first and currently the only approved molecular diagnostic IVD product for gastric cancer screening [1] - This milestone represents a significant commercial breakthrough for the company, transitioning from "0 to 1," and introduces a new valuation logic for the firm [1] - The approval allows the company to officially enter the vast gastric cancer screening market in China, serving as a crucial catalyst for short-term performance [1]

Core Viewpoint - Watson Bio (300142.SZ) has applied for clinical trials of its varicella live attenuated vaccine and has received the acceptance notice from the National Medical Products Administration [1] Group 1: Company Developments - The company, along with its subsidiaries Yunnan Vaccine Laboratory Co., Ltd., Beijing Watson Innovation Biotechnology Co., Ltd., and Yuxi Watson Biotechnology Co., Ltd., is jointly developing the varicella live attenuated vaccine [1] - The vaccine is made using the varicella-zoster virus (VZV) live attenuated strain inoculated in human diploid cells and is produced through a freeze-drying process [1] Group 2: Product Information - The vaccine aims to stimulate the immune system to produce immunity against the varicella-zoster virus, thereby preventing chickenpox [1]

智通财经APP讯，沃森生物(300142.SZ)公告，公司及子公司云南疫苗实验室有限公司、北京沃森创新生 物技术有限公司和玉溪沃森生物技术有限公司共同研发的水痘减毒活疫苗向国家药品监督管理局申请临 床试验，于近日获得《受理通知书》。 ...

沃森生物公告，由公司及子公司共同研发的水痘减毒活疫苗向国家药品监督管理局申请临床试验，近日 获得《受理通知书》。该疫苗采用水痘-带状疱疹病毒减毒株接种人二倍体细胞，经冻干工艺制成，用 于预防水痘。水痘-带状疱疹病毒具有高度传染性，可引发水痘和带状疱疹。目前，国外水痘减毒活疫 苗生产商主要有日本Biken公司、美国默沙东公司和英国葛兰素史克公司，国内有六家企业已获批上市 许可。本疫苗临床试验申请获得受理对公司本年度经营业绩不会产生重大影响。 ...

证券代码：300142 证券简称：沃森生物 公告编号：2025-065 申请人：云南沃森生物技术股份有限公司、云南疫苗实验室有限公司、北京 沃森创新生物技术有限公司、玉溪沃森生物技术有限公司 云南沃森生物技术股份有限公司 关于水痘减毒活疫苗临床试验申请获得受理的公告 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。 由云南沃森生物技术股份有限公司（以下简称"公司"）及子公司云南疫苗 实验室有限公司、北京沃森创新生物技术有限公司和玉溪沃森生物技术有限公司 共同研发的水痘减毒活疫苗向国家药品监督管理局申请临床试验，于近日获得 《受理通知书》。其主要内容如下： 产品名称：水痘减毒活疫苗 申请事项：境内生产药品注册临床试验 注册分类：预防用生物制品3.3 受理号：CXSL2500991 受理结论：予以受理。 公司研发的本疫苗为采用水痘-带状疱疹病毒（Varicella-zoster virus,VZV）减 毒株接种人二倍体细胞，经冻干工艺制成的减毒活疫苗。接种本疫苗后，可刺激机 体产生抗水痘-带状疱疹病毒的免疫力，用于预防水痘。 VZV 是一种具有高度传染性的疱疹病毒， ...

Core Viewpoint - MIRXES-B has established a strategic partnership with Yunnan Watson Biotechnology to create an RNA-centered prevention and precision medicine platform, enhancing their capabilities in clinical trials, registration, and sales [1] Group 1: Partnership Details - The memorandum of understanding (MOU) between MIRXES and Watson is valid for two years from the signing date [1] - The collaboration aims to leverage the complementary strengths of both companies, creating synergies in their operations [1] Group 2: Technological and Operational Synergies - MIRXES will integrate its advanced RNA diagnostic technology and proprietary Asia-centric disease RNA database with Watson's mRNA vaccine technology [1] - The partnership will utilize MIRXES's production and regulatory capabilities in the ASEAN region, including the first Industry 4.0 nucleic acid testing and reagent production base [1] - The collaboration is expected to enhance both companies' research and commercial deployment capabilities in the field of prevention and precision medicine [1]

Core Viewpoint - MIRXES-B (02629) has seen a significant increase in stock price, rising over 5% in the afternoon trading session, with a current price of 52.55 HKD and a trading volume of 32.73 million HKD. The company has entered into a memorandum of understanding with Yunnan Watson Bio (300142) to establish a strategic partnership focused on RNA-based preventive and precision medicine [1]. Group 1 - The memorandum of understanding is set for a duration of two years from the date of signing [1]. - The collaboration aims to leverage the complementary strengths of both companies, creating synergies in their operations [1]. - The partnership will integrate MIRXES's advanced RNA diagnostic technology and proprietary disease RNA database with Watson's mRNA vaccine technology and robust clinical pipeline [1]. Group 2 - The strategic partnership will encompass joint development, clinical trials, registration, as well as sales and distribution [1]. - The collaboration is expected to establish a comprehensive platform for research and commercial deployment in preventive and precision medicine [1]. - The partnership will also utilize MIRXES's production and regulatory capabilities in the ASEAN region, including the first Industry 4.0 nucleic acid testing and reagent production base [1].

Core Viewpoint - MIRXES-B (02629) has entered into a memorandum of understanding with Yunnan Watson Biotechnology to establish a strategic partnership focused on creating an RNA-centered prevention and precision medicine platform, which includes joint development, clinical trials, registration, and sales and distribution [1] Group 1: Partnership Details - The memorandum of understanding is effective for two years from the date of signing [1] - The collaboration aims to leverage the complementary strengths of both companies to create synergies [1] Group 2: Technological and Operational Synergies - The partnership will combine MIRXES's advanced RNA diagnostic technology and proprietary Asia-centric disease RNA database with Watson's proprietary mRNA vaccine technology and strong clinical pipeline [1] - The collaboration will also utilize MIRXES's production and regulatory capabilities in the ASEAN region, including the first Industry 4.0 nucleic acid testing and reagent production base in the area [1]

证券代码：300142 证券简称：沃森生物 公告编号：2025-064 云南沃森生物技术股份有限公司 关于注销部分募集资金专用账户的公告 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。 一、募集资金基本情况 2016 年 1 月，经中国证券监督管理委员会《关于核准云南沃森生物技术股 份有限公司向新余方略知润投资管理中心（有限合伙）发行股份购买资产并募集 配套资金的批复》（证监许可〔2016〕［111］号），同意云南沃森生物技术股 份有限公司（以下简称"公司"）向新余方略知润投资管理中心（有限合伙）发 行 68,577,982 股股份，用于购买新余方略知润投资管理中心（有限合伙）所持有 的嘉和生物药业有限公司（以下简称"嘉和生物"）15.45%股权和上海泽润生物 科技有限公司（以下简称"上海泽润"）33.53%股权；同意公司非公开发行股份 募集配套资金，本次发行募集资金总额不超过 59,800 万元，发行对象以现金方 式认购。公司此次向特定对象非公开发售的人民币普通股股票每股面值人民币 1 元，发行数量 64,859,002 股，发行价格为每股人民币 9.22 ...

Core Viewpoint - The Chinese Vaccine Industry Association has issued an initiative to combat "involution" competition in the vaccine sector, aiming to promote high-quality development and establish a healthy competitive environment in the industry [1][2]. Group 1: Initiative Details - The initiative mandates all members of the Chinese Vaccine Industry Association to adhere to the Vaccine Administration Law and the Price Law of the People's Republic of China, ensuring fair and legal pricing based on production costs and market demand [1]. - Members are required to resist disorderly low-price competition and are prohibited from participating in bidding with prices below cost, thereby ensuring product and service quality standards [1][2]. Group 2: Industry Context - The association currently has over 330 member units and 35 branches, encompassing major vaccine and biological product companies, as well as upstream and downstream service providers in the biopharmaceutical industry [4]. - A price war has emerged in the public market, with significant price drops observed. For instance, the bid price for a trivalent flu vaccine from Shanghai Biological Products Research Institute was set at 5.5 yuan per dose in September, marking a new low in the public flu vaccine market [4]. - The price of a bivalent HPV vaccine from Watson Bio was reduced to 27.5 yuan per dose in a procurement project, humorously compared to the cost of a cup of milk tea [4]. Group 3: Financial Impact - The price war reflects a phenomenon of homogenized competition within the industry, leading to financial pressure on vaccine companies. In the first three quarters of this year, 10 out of 14 listed vaccine companies reported a year-on-year decline in net profit [5]. - Notably, five companies, including Zhifei Biological Products and Kanglaite, reported significant losses, totaling over 12 billion yuan for Zhifei alone [5]. - Industry insiders have expressed concerns that some companies are engaging in price wars to survive or capture market share, hoping for further national measures to address the issue of "involution" [5].