格隆汇2月27日丨我武生物(300357.SZ)公布，公司从国家药品监督管理局政务服务门户网站下载获得 《药物临床试验补充申请批准通知书》，由公司提交的"狗毛皮屑点刺液"药物临床试验补充申请获得批 准。适应症：用于皮肤点刺试验，辅助诊断与狗毛皮屑致敏相关的I型变态反应性疾病。 ...

适应症：用于皮肤点刺试验，辅助诊断与狗毛皮屑致敏相关的I型变态反应 性疾病。 证券代码：300357 证券简称：我武生物 公告编号：2026-003 浙江我武生物科技股份有限公司 关于获得狗毛皮屑点刺液药物临床试验补充申请批 准通知书的公告 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"）从国家药品监 督管理局政务服务门户网站下载获得《药物临床试验补充申请批准通知书》，由 公司提交的"狗毛皮屑点刺液"（以下简称"本品"）药物临床试验补充申请获 得批准。现将有关内容公告如下： 一、基本情况 药品名称：狗毛皮屑点刺液 注册分类：治疗用生物制品 剂型：皮肤点刺试剂 本品与公司已获准上市销售的"粉尘螨皮肤点刺诊断试剂盒"（国药准字 S20080010）、"屋尘螨皮肤点刺诊断试剂盒"（国药准字S20190022）、"黄花 蒿花粉变应原皮肤点刺液"（国药准字S20230024）、白桦花粉变应原皮肤点刺 液（国药准字S20230023）、葎草花粉变应原皮肤点刺液（国药准字S20230025）、 悬铃木花粉变应原皮肤点刺液 ...

2月25日，我武生物涨0.11%，成交额1.41亿元。两融数据显示，当日我武生物获融资买入额1341.55万 元，融资偿还1377.22万元，融资净买入-35.67万元。截至2月25日，我武生物融资融券余额合计4.65亿 元。 融资方面，我武生物当日融资买入1341.55万元。当前融资余额4.63亿元，占流通市值的3.23%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，我武生物2月25日融券偿还0.00股，融券卖出1.63万股，按当日收盘价计算，卖出金额44.60 万元；融券余量5.25万股，融券余额143.64万元，超过近一年70%分位水平，处于较高位。 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%。 责任编辑：小浪快报 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 ...

Market Overview - The biopharmaceutical sector increased by 1.27% on February 3, with Wanzhe Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Wanzhe Co., Ltd. (000534) closed at 30.65, with a rise of 10.01% and a trading volume of 313,500 shares, amounting to a transaction value of 921 million yuan [1] - Other notable performers included ST Weiming (002581) with a 5.01% increase, closing at 7.55, and Nearshore Protein (688137) with a 4.84% increase, closing at 44.20 [1] Capital Flow - The biopharmaceutical sector experienced a net outflow of 255 million yuan from institutional investors and 153 million yuan from retail investors, while retail investors saw a net inflow of 408 million yuan [2] - The capital flow for individual stocks showed that Wanzhe Co., Ltd. had a net outflow of 50.83 million yuan from institutional investors, while retail investors contributed a net inflow of 15.59 million yuan [3] Individual Stock Analysis - Eurolin Biotech (688319) had a net inflow of 21.61 million yuan from institutional investors, while ST Weiming (002581) saw a significant net inflow of 13.51 million yuan [3] - Conversely, major outflows were noted in Wanzhe Co., Ltd. and other stocks, indicating varied investor sentiment across the sector [3]

Group 1 - The company, I-Woo Bio (300357), stated that it will fulfill its information disclosure obligations according to the relevant requirements of the "Performance Forecast and Performance Express" section of the Shenzhen Stock Exchange's Growth Enterprise Market listing rules [1]

Market Overview - The biopharmaceutical sector experienced a decline of 1.3% on January 29, with Hualan Vaccine leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Individual Stock Performance - Weigao Bio (002880) saw a closing price of 30.07, with an increase of 4.59% and a trading volume of 88,100 shares, totaling a transaction value of 266 million yuan [1] - Changchun High-tech (000661) closed at 98.30, up 0.92%, with a trading volume of 64,700 shares and a transaction value of 629 million yuan [1] - Other notable performers include Boya Bio (300294) and Zhifei Biological (300122), both with a closing price increase of 0.92% and 0.73% respectively [1] Declining Stocks - Hualan Bio (301207) reported a significant decline of 9.05%, closing at 22.62, with a trading volume of 300,600 shares and a transaction value of 689 million yuan [2] - Junshi Biosciences (688180) fell by 6.02%, closing at 36.82, with a trading volume of 266,100 shares and a transaction value of 1 billion yuan [2] - Other stocks such as Jinkang (688670) and Bohui Innovation (300318) also experienced declines of 5.81% and 4.95% respectively [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 866 million yuan from institutional investors, while retail investors contributed a net inflow of 682 million yuan [2] - Notable net inflows from retail investors were observed in stocks like Shanghai Laishi (002252) and Weigao Bio (002880) [3] - Conversely, stocks such as Zhixiang Quantai (688443) and Weigao Bio (002880) experienced significant net outflows from institutional and speculative investors [3]

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]