Core Viewpoint - The company Yipinhong (300723) is set to receive a 9.07% stake in Arthrosi from its controlling shareholder, Guangdong Guangrun Group, to support its ongoing research and development efforts, coinciding with a significant acquisition deal involving Arthrosi and Sobi USA valued at approximately $9.5 billion in upfront payments and potential milestone payments [1][2]. Group 1 - The controlling shareholder will transfer its 9.07% stake in Arthrosi to the company without any conditions, based on the net proceeds from the E-round investment [1][2]. - Arthrosi is in the process of signing an acquisition agreement with Sobi USA, which includes an upfront payment of $9.5 billion (approximately 67.13 billion RMB) and up to $5.5 billion (approximately 38.87 billion RMB) in milestone payments [1]. - The E-round post-investment valuation of Arthrosi is reported to be $383 million [2]. Group 2 - The controlling shareholder expressed strong confidence in the acquisition of Arthrosi and the market potential for the gout innovation drug, AR882, in the Greater China region [2]. - The transfer of the stake is aimed at enhancing the company's innovation capabilities and fostering the development of more innovative drugs to benefit patients [2]. - The move is expected to bolster investor confidence in the company's ongoing and future research initiatives [2].

Core Viewpoint - The company received a commitment from its controlling shareholder to support its development, particularly in relation to the acquisition of Arthrosi and the innovative gout drug AR882 in the Greater China market [1] Group 1 - The controlling shareholder, Guangrun Group, plans to transfer 9.07% of its stake in the U.S. company Arthrosi, held through its subsidiary Guangrun Health, to the company without any conditions or compensation [1] - This transfer is based on strong confidence in the acquisition of Arthrosi and the market potential of the innovative drug AR882 [1]

Core Viewpoint - The company received a commitment letter from its controlling shareholder, Guangdong Guangrun Group, expressing strong confidence in the acquisition of Arthrosi and the market potential of its gout innovation drug, AR882, in Greater China [1] Group 1 - Guangrun Group anticipates that the company will continue to innovate and develop more drugs to benefit patients, thereby supporting the company's stable and healthy growth [1] - The commitment includes a promise that after the completion of the acquisition, Guangrun Group will transfer its 9.07% stake in Arthrosi, valued at $383 million post-E round investment, to the company without conditions [1]

Core Viewpoint - The company received a commitment letter from its controlling shareholder, Guangdong Guangrun Group, expressing strong confidence in the acquisition of Arthrosi and the market potential of its gout innovation drug, AR882, in Greater China [1] Group 1 - Guangrun Group anticipates that the company will continue to innovate and develop more drugs to benefit patients, thereby supporting the company's stable and healthy growth [1] - The commitment includes a promise that after the completion of the acquisition, Guangrun Group will transfer its 9.07% stake in Arthrosi, valued at $383 million post-E round investment, to the company without any conditions [1]

证券代码：300723 证券简称：一品红 公告编号：2025-094 一品红药业集团股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 重要内容提示： 1、 是否需要提交股东会审议：否 2、为了支持公司持续稳定健康发展，控股股东广东广润集团有限公司将其 子公司 Guangrun Health Industry (Hong Kong) Co. Limited 持有 Arthrosi 的 9.07% 股权按照 E 轮投资后的净收益无偿、无条件给予公司，支持公司研发创新发展。 关于收到控股股东支持公司发展承诺暨关联交易的公告 公司控股股东广东广润集团有限公司保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 3、本次关联交易属公司偶发性关联交易，属于无偿、无条件的，属于公司 单方面获得利益且不支付对价、不附任何义务的交易。公司主营业务不会因上述 交易对关联方形成依赖，不会影响公司独立性，不存在损害公司及全体股东特别 是中小股东利益的行为。 4、创新药开发具有投入高、周期长、风险大的特点，且产品上市后的销售 情况可能受到（包括但不限于）用药需求、市场竞争 ...

一、董事会会议召开情况 一品红药业集团股份有限公司（以下简称"公司"）第四届董事会第十五次 会议于 2025 年 12 月 22 日 14:00 以现场结合通讯表决的方式召开。本次会议通 知已于 2025 年 12 月 21 日以电话或电子邮件等方式向全体董事发出。会议由董 事长李捍雄先生主持，会议应到董事 5 人，实到董事 5 人。公司监事、高管列席 会议。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律 法规以及《一品红药业集团股份有限公司章程》的有关规定。 二、董事会会议审议情况 1、审议通过《关于收到控股股东支持公司发展承诺暨关联交易的议案》 基于对 Arthrosi Therapeutics,Inc.（以下简称"Arthrosi"）被并购交易及公 司痛风创新药氘泊替诺雷（AR882）大中华区市场和优先全球供应的强烈信心， 为了支持公司持续稳定健康发展，控股股东广东广润集团有限公司（以下简称： 广润集团）将其子公司 Guangrun Health Industry (Hong Kong) Co. Limited 持有 Arthrosi 的 9.07%股权按照 E 轮投资后的净收益（Ar ...

Core Viewpoint - The company has received a commitment from its controlling shareholder, Guangrun Group, to support its development by transferring a 9.07% stake in Arthrosi, valued at $383 million post-Series E funding, to the company without any conditions or compensation [1] Group 1 - The board of directors approved the proposal regarding the support commitment from the controlling shareholder and the related party transaction [1] - The transaction is related to the acquisition of Arthrosi and the company's innovative gout drug, Deutepatide, in the Greater China market and for priority global supply [1] - The related party transaction has been exempted from requiring shareholder meeting approval, with related directors abstaining from the vote [1]

中国经济网12月22日讯12月19日，国家医疗保障局发布第15期价格招采信用评价"特别严重(失信)"和"严 重(失信)"评定结果。截至2025年10月1日，70家医药企业被各省份评级为"特别严重(失信)"和"严重(失 信)"，涉及广州一品红（300723）制药有限公司、石家庄四药有限公司、通用(上海)医疗器材有限公 司、山西振东道地药材开发有限公司、北京同仁堂（600085）(亳州)饮片有限责任公司、安徽冯了性中 药材饮片有限公司等。 国家医疗保障局于2020年建立价格招采信用评价制度，对法院判决、有关部门查处的医药购销行贿、带 金销售等问题突出的企业开展失信评级，并采取限制挂网、配送等约束措施。价格招采信用评级主要依 据行贿金额、不正当价格行为、扰乱集中采购秩序等严重程度进行确定。比如，累计行贿金额1万元以 上为"失信"，累计行贿金额50万元以上为"严重失信"，累计行贿金额100万元以上为"特别严重失信"。 | 医者 | 企业名称 | 评级 | 评定结果 | 酱注 | 评定 标准 | | --- | --- | --- | --- | --- | --- | | | | 省份 | | | | | 1 | 重 ...

Group 1 - In the past five trading days, approximately 160 companies were investigated by institutions, with Changan Automobile, Yipinhong, and Boying Special Welding being the most frequently researched [1] - Among the companies investigated, 24 received attention from more than 20 institutions, with Changan Automobile being the most popular, attracting 214 institutions [1] - The types of institutions involved in the research included 133 securities companies, 103 fund companies, and 65 private equity firms [1] Group 2 - In terms of capital inflow, seven out of the 20 companies that attracted more than 20 institutions saw net capital inflows, with SAIC Motor receiving the highest net inflow of 398 million yuan [1] - The companies with significant net inflows also included Boying Special Welding and Zhenyou Technology, with net inflows of 71 million yuan and 51 million yuan, respectively [1] - The most frequently investigated company was Ice Wheel Environment, which was researched seven times by institutions [1] Group 3 - In market performance, nine of the investigated stocks increased in value, with the highest gains seen in Xingchen Technology (25.35%), Zhenyou Technology (21.89%), and Tiankang Biological (6.63%) [2] - Conversely, 15 stocks experienced declines, with Yipinhong, Huatuo Cable, and Lianang Microelectronics showing the largest drops of 23.69%, 13.18%, and 10.54%, respectively [2] - The detailed list of investigated stocks includes Changan Automobile, Yipinhong, Boying Special Welding, and others, along with their respective closing prices and percentage changes [2][3]

Core Viewpoint - The recent equity sale plan has placed the company Yipinhong in the spotlight, as it plans to sell its stake in Arthrosi Therapeutics to Sobi US Holding Corp for a total of up to $15 billion, which includes an upfront payment of $950 million and potential milestone payments of up to $550 million [1][2][4]. Group 1: Equity Sale and Its Implications - Yipinhong will no longer hold any equity in Arthrosi after the transaction, which is significant as AR882, a key drug for treating gout, is the main asset involved in this deal [2][3]. - Despite losing equity, Yipinhong retains the rights to AR882 in the Chinese market and will still participate in its development, maintaining a supply agreement for global production [4][3]. - The market reacted negatively to the announcement, with Yipinhong's stock price dropping by 28.53% from December 15 to 17, before recovering slightly on December 18 [4]. Group 2: AR882 Drug Potential - AR882 is a selective URAT1 inhibitor with potential applications in treating gout and chronic kidney disease, showing superior efficacy and safety compared to existing treatments [6][7]. - The drug has completed a global Phase II clinical trial, demonstrating significant results, and is currently in a critical Phase III trial, with expectations for completion and NDA submission by mid-2026 [7][8]. - The global market for gout treatments is substantial, with over 1.1 billion patients worldwide, and AR882 could capture significant market share if it proves to be a best-in-class product [7][6]. Group 3: Financial Performance and Challenges - Yipinhong reported a significant decline in revenue, with a 42.07% year-on-year drop to 1.45 billion yuan in 2024, marking its first loss since going public [9][10]. - The company's main business segments, including pediatric and chronic disease medications, are facing challenges, with revenues from these areas declining by 28.93% and 58.16% respectively [9][11]. - The competitive landscape for pediatric drugs is intensifying, necessitating Yipinhong to innovate and upgrade its product offerings to remain viable in the market [12][13].