Core Insights - The respiratory syncytial virus (RSV) is currently in an epidemic phase in China, with a significant number of children being hospitalized, including cases in the ICU [1] - There is no specific treatment for RSV in infants, making prevention crucial, and several companies are developing RSV-related drugs [1][2] - The global market for passive immunization agents for RSV prevention in infants is projected to grow at a compound annual growth rate (CAGR) of 78.4% from 2024 to 2028, reaching 2.99 billion yuan [2] Drug Development Landscape - Three monoclonal antibodies (mAbs) for RSV have been approved globally: Palivizumab, Nirsevimab, and Clonabivimab, with Nirsevimab being the first long-acting mAb approved in China [3] - Six additional mAbs are in clinical trials, with TNM-001 from Zhuhai Tenomab Pharmaceutical progressing to Phase III trials [3] Vaccine Development - There are 188 RSV vaccines in development globally, with three approved: GSK's Arexvy, Pfizer's Abrysvo, and Moderna's mRESVIA, none of which are available in China yet [4] - Several Chinese companies, including Chengdu Huarenkang and Beijing Kexing Zhongwei, are actively developing RSV vaccines, with some in Phase III clinical trials [4] Innovative Drug Research - Currently, there are no approved specific treatments for RSV, but notable progress is being made in small molecule drug development [6] - Aikobaf's Qiruisuo is the first targeted RSV fusion protein inhibitor to complete Phase III trials and is recognized as a breakthrough therapy in China [6] - Shionogi's oral antiviral S-337395 is in Phase II trials and has shown promising results in reducing viral load [6] Future Outlook - The ongoing development of vaccines, monoclonal antibodies, and therapeutic drugs is expected to lead to more effective prevention and treatment options for RSV [7]

证券代码：300601 证券简称：康泰生物 公告编号：2025-071 债券代码：123119 债券简称：康泰转 2 深圳康泰生物制品股份有限公司 2025 年第三季度可转换公司债券转股情况公告 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。 （三）可转债转股期限及转股价格 特别提示： 1、"康泰转2"（债券代码：123119）转股期限为2022年1月21日至2027年7 月14日，目前最新转股价格为人民币15.73元/股。 2、2025年第三季度，共有91张"康泰转2"完成转股（票面金额共计9,100 元人民币），合计转为574股"康泰生物"股票（股票代码：300601）。 3、截至2025年第三季度末，公司剩余可转债为19,989,952张，剩余票面总 金额为1,998,995,200元人民币。 根据《深圳证券交易所创业板股票上市规则》和《深圳证券交易所上市公司 自律监管指引第15号——可转换公司债券》的有关规定，深圳康泰生物制品股份 有限公司（以下简称"公司"）现将2025年第三季度可转换公司债券（以下简称 "可转债"）转股及公司总股本变化情况公告如下： ...

Core Viewpoint - The company has established a comprehensive product pipeline targeting the growing adult immunization market, with a focus on various vaccines that have already been approved or are in development [1] Product Pipeline Summary - The company has already launched several vaccines, including: - Hepatitis B vaccine (20μg, 60μg) - 23-valent pneumococcal polysaccharide vaccine - Freeze-dried human rabies vaccine (human diploid cells) - Varicella live attenuated vaccine (for individuals aged 13 and above) [1] - The company is also developing additional adult vaccines, which include: - Quadrivalent influenza virus split vaccine - Adsorbed tetanus vaccine - 24-valent pneumococcal polysaccharide conjugate vaccine - Shingles vaccine - Respiratory syncytial virus (RSV) vaccine - Klebsiella pneumoniae vaccine - 60μg recombinant hepatitis B vaccine aimed at preventing recurrence in functionally cured hepatitis B patients [1]

Core Viewpoint - 康泰生物 has terminated its licensing agreement with AstraZeneca for the development, production, and commercialization of the ChAdOx1 adenovirus vector COVID-19 vaccine due to significant changes in domestic and international market conditions and vaccine strains [1] Group 1 - 康泰生物 signed a licensing agreement with AstraZeneca UK Limited on August 20, 2020, granting exclusive rights for the COVID-19 vaccine in mainland China [1] - The decision to terminate the licensing agreement was made after mutual consultation between both parties [1] - A termination agreement has been signed, which nullifies all rights and obligations under the original licensing agreement effective immediately upon signing [1]

Core Viewpoint - 康泰生物 has terminated its licensing agreement with AstraZeneca for the development, production, and commercialization of the ChAdOx1 adenovirus vector COVID-19 vaccine due to significant changes in the domestic and international market environment and vaccine strains [1] Group 1 - 康泰生物 signed a licensing agreement with AstraZeneca UK Limited on August 20, 2020, granting exclusive rights for the COVID-19 vaccine in mainland China [1] - The decision to terminate the licensing agreement was made after friendly consultations between both parties [1] - A termination agreement has been signed, which nullifies all rights and obligations under the original licensing agreement effective from the date of signing [1]

Core Viewpoint - The company has terminated the licensing agreement with AstraZeneca for the development, production, and commercialization of the ChAdOx1 adenovirus vector COVID-19 vaccine due to significant changes in the COVID-19 vaccine strains and market environment [1][2] Group 1 - The licensing agreement was originally signed on August 20, 2020, allowing AstraZeneca to exclusively authorize the company to develop, produce, and commercialize the vaccine in mainland China [1] - The decision to terminate the collaboration was made after careful consideration of the changes in the COVID-19 vaccine strains, market conditions, and the company's resource allocation [2] - The termination of the agreement is aligned with the company's development strategy and is not expected to have a significant impact on its production operations, core business activities, or financial status [2]

Core Viewpoint - The company has decided to terminate the licensing agreement with AstraZeneca for the development, production, and commercialization of the ChAdOx1 adenovirus vector COVID-19 vaccine due to significant changes in the COVID-19 vaccine strains and market environment [1] Group 1: Licensing Agreement Details - On August 20, 2020, the company signed a licensing agreement with AstraZeneca, granting exclusive rights to develop, produce, and commercialize the COVID-19 vaccine in mainland China [1] - The termination of the licensing agreement was mutually agreed upon after careful consideration of changes in the COVID-19 vaccine landscape and the company's resource allocation [1] Group 2: Impact on the Company - The termination of the licensing agreement is deemed a prudent decision aligned with the company's development strategy [1] - The company asserts that this decision will not have a significant impact on its production operations, core business activities, or financial status [1] - There are no concerns regarding the protection of the interests of the company and its shareholders, particularly minority shareholders [1]

Core Viewpoint - The company has terminated its collaboration with AstraZeneca on the development, production, and commercialization of the ChAdOx1 adenovirus vector COVID-19 vaccine due to changes in the epidemic strain and market environment, as well as resource allocation considerations [1] Group 1: Collaboration Termination - The termination of the collaboration is a cautious decision based on the evolving COVID-19 vaccine landscape and market conditions [1] - The company has signed a License Termination Agreement with AstraZeneca [1] Group 2: Future Focus - The company currently has nearly 30 projects in development, covering important categories such as multivalent vaccines and innovative vaccines [1] - Future resource allocation will concentrate on the research and industrialization of multivalent vaccines, adult vaccines, innovative vaccines, and therapeutic vaccines to enhance core competitiveness [1]

证券代码：300601 证券简称：康泰生物 公告编号：2025-070 深圳康泰生物制品股份有限公司 关于签署《许可终止协议》的公告 债券代码：123119 债券简称：康泰转 2 2、本次终止许可协议，不会影响公司研发布局，截至目前,公司拥有在研项 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。 一、基本情况 2020 年 8 月 20 日，深圳康泰生物制品股份有限公司（以下简称"公司"） 与 AstraZeneca UK Limited（以下简称"阿斯利康"）签署了《许可协议》， 阿斯利康独家授权公司在中华人民共和国（不包括香港特别行政区、澳门特别行 政区、台湾地区）内对 ChAdOx1 腺病毒载体新冠疫苗（以下简称"许可产品"） 进行研发、生产及商业化，具体内容详见公司于 2020 年 8 月 21 日在巨潮资讯网 （http://www.cninfo.com.cn）披露的《关于与阿斯利康合作进展暨签署<许可 协议>的公告》（公告编号：2020-073）。2021 年 9 月 3 日，经双方共同协商， 就《许可协议》中的部分内容进行补充，并签署了《许可协议 ...

Group 1 - Heng Rui Medicine signed a licensing agreement with Glenmark Specialty S.A. for the drug Rykon Trastuzumab, receiving an upfront payment of $18 million and potential milestone payments up to $1.093 billion based on sales performance [1] - The drug Rykon Trastuzumab targets HER2 and is approved for treating HER2-mutated non-small cell lung cancer, enhancing Heng Rui's overseas market presence and innovative brand image [1] Group 2 - Tian Shi Li's subsidiary received approval for clinical trials of TSL2109 capsules, a novel dual-target small molecule inhibitor for advanced solid tumors, marking a first in the global market [2] - The company is actively transforming into innovative pharmaceuticals, with TSL2109 representing a significant step in its product development strategy [2] Group 3 - Kang Tai Bio's application for a trivalent influenza virus split vaccine has been accepted by the National Medical Products Administration, aimed at preventing influenza in individuals aged three and above [3] - The competitive vaccine market necessitates ongoing research and innovation for companies to maintain long-term core competitiveness, and successful approval of this vaccine would enhance Kang Tai's product portfolio [3]