证券日报网讯1月29日，我武生物（300357）在互动平台回答投资者提问时表示，公司会根据《深圳证 券交易所创业板股票上市规则》第六章第二节"业绩预告和业绩快报"的相关要求履行信息披露义务。 ...

证券之星消息，1月29日生物制品板块较上一交易日下跌1.3%，华兰疫苗领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。生物制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002880 | 卫光生物 | 30.07 | 4.59% | 8.81万 | | 2.66亿 | | 000661 | 长春高新 | 98.30 | 0.92% | 6.47万 | | 6.29亿 | | 300294 | 博雅生物 | 23.15 | 0.92% | 6.32万 | | 1.46亿 | | 300122 | 智飞生物 | 17.99 | 0.73% | - 43.69万 | | 7.78亿 | | 000403 | 派林生物 | 13.86 | 0.51% | 8.83万 | | 1.22亿 | | 600161 | 天坛生物 | 16.79 | 0.42% | 15.16万 | | 2.53亿 | | 6002 ...

Investment Rating - The report maintains an "Outperform" rating for several companies, including Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical Group, 3SBio, Sichuan Kelun Pharmaceutical, and Jiangsu Nhwa Pharmaceutical [6][7]. Core Insights - The annual J.P. Morgan Healthcare Conference concluded successfully, with positive information from global pharmaceutical companies, including new pipeline disclosures and major deals. The report highlights the high prosperity in the innovative drug sector and recommends continuous investment in innovative drugs and the industry chain [25][26]. - The A-Shares pharmaceutical sector underperformed the market in the third week of January 2026, with the Shanghai Composite Index falling by 0.4% and the SW Pharmaceutical and Biological sector declining by 0.7% [8][27]. - The Hong Kong stock pharmaceutical sector performed in line with the market, while the U.S. pharmaceutical sector underperformed. The Hang Seng Healthcare index increased by 2.4%, and the S&P 500 Healthcare Select Sector decreased by 1.1% [28]. Summary by Sections Section 1: Continuous Recommendation of Innovative Drugs and Industry Chain - The report emphasizes the high prosperity of innovative drugs and maintains overweight ratings for key pharmaceutical companies. It also recommends Biopharma/Biotech companies with promising pipelines and volume increases, as well as CXO and upstream companies benefiting from innovation [6][25]. Section 2: A-Shares Pharmaceutical Sector Performance - In the third week of January 2026, the A-Shares pharmaceutical sector's performance was ranked 17th among Shenwan primary industries, with a decline of 0.7%. The medical service sub-sector showed a positive performance of +3.3% [8][12][27]. Section 3: Hong Kong and U.S. Pharmaceutical Sector Performance - The Hong Kong pharmaceutical sector performed similarly to the market, while the U.S. sector underperformed. Notable gainers in the U.S. included MODERNA (+22%) and QUEST DIAGNOSTICS (+9%), while major decliners included BIOGEN (-12%) and BOSTON SCIENTIFIC (-10%) [28].

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical sector [6][26]. Core Insights - The report emphasizes the continuous recommendation of innovative pharmaceuticals and medical devices, highlighting the high growth potential in the sector. It maintains "Overweight" ratings for companies such as Heng Rui Medicine, Hansoh Pharmaceutical, Sanofi, Kelun Pharmaceutical, and Enhua Pharmaceutical. It also recommends Biopharma/Biotech companies like Kelun Biotech, BeiGene, and others, as well as CXO and upstream pharmaceutical companies [6][3]. Summary by Sections 1. Continuous Recommendation of Innovative Pharmaceuticals and Medical Devices - The report highlights the high growth potential of innovative drugs and recommends several companies for investment, including Heng Rui Medicine, Hansoh Pharmaceutical, Sanofi, Kelun Pharmaceutical, and Enhua Pharmaceutical. It also suggests Biopharma/Biotech companies like Kelun Biotech, BeiGene, and others, as well as CXO and upstream pharmaceutical companies [6][7]. 2. A-share Pharmaceutical Sector Performance - In the third week of January 2026, the A-share pharmaceutical sector underperformed the broader market, with the Shanghai Composite Index declining by 0.4% and the SW Pharmaceutical and Biotech index falling by 0.7% [8][11]. 3. Hong Kong and US Market Performance - The Hong Kong pharmaceutical sector performed in line with the market, while the US pharmaceutical sector underperformed. In the same week, the Hang Seng Healthcare index rose by 2.4%, and the S&P 500 healthcare sector fell by 1.1% [19][20].

Core Viewpoint - Iwubio has successfully completed Phase I clinical trials for its "house dust mite film agent," indicating a strong potential for further development in allergy treatment [1][3]. Group 1: Clinical Research and Product Development - The Phase I clinical trial for the house dust mite film agent demonstrated good safety performance across all dosage groups (150BU–2700BU) [1]. - Exploratory analysis showed an increase in specific IgE and IgG4 levels in subjects after 28 days of treatment, suggesting an initial immune response [1]. - All dosage groups within the 150BU–2700BU range are eligible to enter Phase II clinical trials, with plans to extend the treatment duration and increase sample size for further efficacy and safety exploration [1]. Group 2: Market Position and Competitive Advantage - Iwubio is a core supplier in the domestic desensitization treatment market, holding scarce market resources and leading technological advantages [2]. - The company’s sublingual dust mite drops are differentiated from competitors' subcutaneous injection products due to their higher safety, ease of use, and portability [2]. - Iwubio's product matrix includes two approved sublingual allergen desensitization agents, effectively covering different allergic patient demographics in China [3]. Group 3: Industry Trends and Market Growth - The prevalence of allergic diseases is rising globally, creating a growing demand for effective treatment solutions [4]. - The global allergy immunotherapy market is projected to reach $2.55 billion by 2025, with a compound annual growth rate of 14.75% expected to push the market beyond $10 billion by 2035 [4]. - Sublingual immunotherapy is gaining popularity due to its safety and convenience, with over 40% of patients preferring home sublingual therapy [4]. Group 4: Strategic Opportunities - Iwubio is positioned to strengthen its leading role in the sublingual desensitization market during the 14th Five-Year Plan period, benefiting from policy support for innovative drug development [5]. - The company aims to become a benchmark biopharmaceutical enterprise with both technological barriers and market competitiveness [5].

Core Viewpoint - I-Well Bio (300357) has announced the completion of a Phase I clinical trial for its "house dust mite film agent," demonstrating safety and tolerability in adult patients with dust mite allergic rhinitis [1] Group 1: Clinical Trial Details - The clinical trial was randomized, double-blind, placebo-controlled, and involved dose escalation [1] - The study evaluated various maintenance doses ranging from 150 BU to 2700 BU, all of which are deemed suitable for Phase II clinical research [1] - Researchers plan to further explore the efficacy and safety of these doses by extending the administration period and increasing the sample size [1]

我武生物公告，日前，公司研发的"屋尘螨膜剂"完成了一项"在中国成人尘螨变应性鼻炎患者中舌下含 服'屋尘螨膜剂'的安全性和耐受性临床研究——随机、双盲、安慰剂对照、剂量递增的 I 期临床试验"， 并取得了 I 期临床试验总结报告。安全性分析结果显示，屋尘螨膜剂各维持剂量组（150BU-2700BU） 的安全性良好，发生的不良事件均为 1~2级，未发生严重不良事件和导致退出的不良事件。探索性分析 结果显示，屋尘螨膜剂各剂量组试验组的屋尘螨特异性 IgE 和屋尘螨相关组分特异性 IgG4 的水平相比 基线均出现上升趋势，提示连续给药 28天可能已诱导机体产生免疫应答。 ...

证券代码：300357 证券简称：我武生物 公告编号：2026-002 浙江我武生物科技股份有限公司 关于取得屋尘螨膜剂 I 期临床试验总结报告的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 日前，浙江我武生物科技股份有限公司（以下简称"公司"）研发的"屋尘 螨膜剂"（以下简称"本品"）完成了一项"在中国成人尘螨变应性鼻炎患者中 舌下含服'屋尘螨膜剂'的安全性和耐受性临床研究——随机、双盲、安慰剂对 照、剂量递增的 I 期临床试验"，并取得了 I 期临床试验总结报告。现将有关内 容公告如下： 一、基本情况 产品名称：屋尘螨膜剂 注册分类：治疗用生物制品1类 二、试验结果 安全性分析结果显示，屋尘螨膜剂各维持剂量组（150BU-2700BU）的安全 性良好，发生的不良事件均为1~2级，未发生严重不良事件和导致退出的不良事 件。发生的不良反应主要为变应性鼻炎、口腔感觉减退、咽喉刺激、舌水肿、舌 痒、耳瘙痒等，均为局部不良反应。探索性分析结果显示，屋尘螨膜剂各剂量组 试验组的屋尘螨特异性IgE和屋尘螨相关组分特异性IgG4的水平相比基线均出现 上升趋势，提示 ...

分红方面，我武生物A股上市后累计派现9.65亿元。近三年，累计派现3.69亿元。 融券方面，我武生物1月15日融券偿还1500.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1.13万股，融券余额34.91万元，低于近一年20%分位水平，处于低位。 资料显示，浙江我武生物科技股份有限公司位于浙江省德清县武康镇志远北路636号，成立日期2002年9 月19日，上市日期2014年1月21日，公司主营业务涉及从事过敏性疾病诊断及治疗产品的研发、生产和 销售。主营业务收入构成为：粉尘螨滴剂94.17%，黄花蒿花4.35%，皮肤点刺液1.31%，研发服务 0.12%，其他0.05%。 截至9月30日，我武生物股东户数3.24万，较上期减少6.22%；人均流通股14927股，较上期增加6.63%。 2025年1月-9月，我武生物实现营业收入8.53亿元，同比增长16.86%；归母净利润3.45亿元，同比增长 26.67%。 1月15日，我武生物跌0.58%，成交额1.73亿元。两融数据显示，当日我武生物获融资买入额1490.06万 元，融资偿还3621.25万元，融资净买入-2131.19万 ...

（文章来源：证券日报） 证券日报网讯 1月15日，我武生物在互动平台回答投资者提问时表示，公司是一家专业从事过敏性疾病 诊断及治疗产品的研发、生产和销售的高科技生物制药企业。公司研发人员可以借助各类大语言模型检 索相关研发信息和资料，公司药品的研发进展可以关注公司的定期报告与相关临时公告。 ...