百诚医药首次公开发行股票募集资金总额为21.53亿元，扣除发行费用后，实际募集资金净额为18.63亿 元。百诚医药最终募集资金净额比原计划多12.13亿元。百诚医药于2021年12月15日披露的招股说明书 显示，该公司拟募集资金6.51亿元，全部用于杭州百诚医药科技股份有限公司总部及研发中心项目。 百诚医药首次公开发行股票的发行费用总额为2.89亿元，其中，承销保荐费用2.62亿元。 上市首日，百诚医药创下股价高点120元，为该股上市以来最高价。 中国经济网北京10月21日讯百诚医药（301096）(301096.SZ)今日收报57.29元，跌幅3.13%。该股目前处 于破发状态。 百诚医药于2021年12月20日在深交所创业板上市，发行股票2704.17万股，发行价格为79.60元/股，保荐 机构(主承销商)为国金证券股份有限公司，保荐代表人为余波、耿旭东。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the pharmaceutical industry [1] Core Insights - The trend of Chinese innovative drugs going overseas is a long-term phenomenon, with external environmental changes having limited impact. In the first half of 2025, there were 72 License-out transactions, exceeding half of the total for 2024, with a total transaction amount 16% higher than in 2024. Notably, there were 16 transactions exceeding $1 billion each [2] - The small nucleic acid drug sector has seen significant breakthroughs, particularly in the treatment of chronic diseases such as hypertension and hyperlipidemia, with major collaborations and potential milestone payments indicating a robust commercial outlook [3] - The trend towards oral autoimmune drugs is gaining attention, with significant partnerships and clinical advancements in this area, highlighting the importance of oral formulations in autoimmune therapies [4] - Recent clinical data on long-acting insulin analogs shows promising weight loss results, with ongoing developments in combination therapies for metabolic diseases, indicating a growing market potential [5] - The CXO sector is gradually recovering, with an increase in License-out transactions serving as a vital funding source for biotech companies, leading to a resurgence in innovation and clinical development [6] - The 2025 national medical insurance negotiations and the commercial insurance innovative drug directory are crucial for companies involved, with a focus on orphan drugs and imported PD-1/L-1 products [7] Summary by Sections Industry Tracking - The pharmaceutical sector has underperformed compared to the CSI 300 index, with a recent weekly decline of 1.20% and a monthly decline of 3.38%, ranking 25th among 31 industry indices [22][26] Industry Trends and Valuation - The pharmaceutical industry index currently has a PE ratio of 39.05, above the five-year historical average of 31.36, indicating a higher valuation compared to historical trends [48][50] Recent Research Achievements - The research team has published several in-depth reports on various pharmaceutical topics, including the growth of the blood products industry and the potential of GLP-1 drugs in chronic disease management [53] Important Policies and News - Recent regulations have been introduced to standardize clinical research and ensure drug traceability, which will impact the pharmaceutical landscape significantly [55][56]

Policy Developments - The Ministry of Industry and Information Technology, along with two other departments, announced the initiation of the 2025 high-end medical equipment promotion application project [1] Drug and Device Approvals - Baicheng Pharmaceutical received clinical trial approval for its innovative drug BIOS-0623-Z4, aimed at treating cancer pain in adults, with no similar drugs currently on the market [2] - Heng Rui Medicine's subsidiary received approval for clinical trials of HRS-2129, targeting diabetic peripheral neuropathic pain and osteoarthritis pain, with a total R&D investment of approximately 112 million yuan [3] - Borui Pharmaceutical obtained FDA approval for the clinical trial of BGM1812 injection for overweight or obesity treatment, with no similar products approved globally [4] Capital Market - Hangzhou Yaojiasu Medical Isotope Technology Co., Ltd. announced the completion of several million yuan in angel round financing, aimed at expanding its core team and advancing technology development [5] Industry Events - The National Medical Insurance Administration has identified and addressed multiple cases of abnormal data, enhancing the regulatory capabilities of medical insurance data [7] - Xiangyu Medical signed a cooperation agreement with Zhejiang Provincial People's Hospital to establish a clinical research ward for brain-machine interfaces [8] - A micro "lung chip" with an embedded immune system was developed by researchers from Georgia Tech and Vanderbilt University, potentially revolutionizing disease research [9] Public Opinion Alerts - Shenqi Pharmaceutical faced a significant stock drop after being ordered to rectify issues related to the misappropriation of 44.83 million yuan in sales fees, leading to regulatory actions [10]

Group 1 - Yinglian Co., Ltd. expects a net profit of 34.5 million to 37.5 million yuan for the first three quarters of 2025, representing a year-on-year increase of 1531% to 1673% [1] - China CNR Corporation signed major contracts totaling approximately 54.34 billion yuan, accounting for 22% of its expected revenue for 2024 [1] - Shengmei Shanghai reported a total order amount of 9.072 billion yuan, a year-on-year increase of 34.1% [2] Group 2 - Fulian Precision plans to increase capital in its subsidiary Jiangxi Shenghua with a total investment of 35.63 billion yuan, which is expected to constitute a major asset restructuring [3] - Aimeike has obtained a drug registration certificate for Minoxidil topical solution, which is used for treating male pattern baldness [4] - Guolin Technology is planning to acquire 91.07% of Kailianjie’s equity for cash, which is expected to constitute a major asset restructuring [5] Group 3 - Baicheng Co. plans to purchase 55% of Shanghai Canxi Engineering Equipment Co. and will suspend trading of its stock starting September 30, 2025 [6][7] - Diaowei is planning to acquire equity in Rongpai Semiconductor and has suspended trading of its stock [8] - Xiatun New Energy signed a strategic cooperation framework agreement with Zhongwei Co. to establish a long-term partnership in the supply chain for solid-state lithium battery materials [9] Group 4 - Lingyi Zhi Manufacturing is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy [10] - Baicheng Pharmaceutical received clinical trial approval for its innovative drug BIOS-0623-Z4, which targets cancer pain treatment [11] - Weide Information announced a preliminary transfer price of 40.33 yuan per share, representing a 26% discount to its closing price [12] Group 5 - Huayou Cobalt's subsidiary signed contracts with LGES for the supply of 76,000 tons of ternary precursor materials and 88,000 tons of ternary cathode materials from 2026 to 2030 [13] - Hubei Energy signed a cooperation agreement with the Xiangyang Municipal Government to invest 26.7 billion yuan in clean energy projects [14]

BIOS-0623-Z4片是由公司自主研发的一种非阿片类靶点机制应用于成人癌痛治疗的药物，目前无同靶 点且同适应症药品上市。BIOS-0623-Z4片属于"境内外均未上市的创新药"，其注册分类为化学药品1 类。 百诚医药（301096）(301096.SZ)发布公告，公司近日获悉，公司自主研发的创新药BIOS-0623-Z4片获 得国家药品监督管理局(NMPA)临床试验批准通知书。 ...

百诚医药(301096.SZ)发布公告，公司近日获悉，公司自主研发的创新药BIOS-0623-Z4片获得国家药品 监督管理局(NMPA)临床试验批准通知书。 BIOS-0623-Z4片是由公司自主研发的一种非阿片类靶点机制应用于成人癌痛治疗的药物，目前无同靶 点且同适应症药品上市。BIOS-0623-Z4片属于"境内外均未上市的创新药"，其注册分类为化学药品1 类。 ...

百诚医药公告，近日获悉，公司自主研发的创新药BIOS-0623-Z4片获得国家药品监督管理局（NMPA） 临床试验批准通知书。BIOS-0623-Z4片是由公司自主研发的一种非阿片类靶点机制应用于成人癌痛治 疗的药物，目前无同靶点且同适应症药品上市。药品名称：BIOS-0623-Z4片，注册分类：1类，适应 症：缓解成人癌痛，申请人：杭州百诚医药科技股份有限公司，受理号：CXHL2500675、 CXHL2500676，目前所处审批阶段：IND批准（临床试验获批），审批结论：根据《中华人民共和国药 品管理法》及有关规定，经审查，2025年7月10日受理的BIOS-0623-Z4片临床试验申请符合药品注册的 有关要求，同意本品开展缓解成人癌痛的临床试验。 ...

格隆汇9月29日｜百诚医药(301096.SZ)公告称，公司自主研发的创新药BIOS-0623-Z4片获得国家药品监 督管理局（NMPA）临床试验批准通知书。BIOS-0623-Z4片是由公司自主研发的一种非阿片类靶点机制 应用于成人癌痛治疗的药物，目前无同靶点且同适应症药品上市。BIOS-0623-Z4片属于"境内外均未上 市的创新药"，其注册分类为化学药品1类。 ...

证券代码：301096 证券简称：百诚医药 公告编号：2025-049 杭州百诚医药科技股份有限公司 关于创新药BIOS-0623-Z4片获得临床试验批准通知书的公告 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。 杭州百诚医药科技股份有限公司（以下简称"公司"）近日获悉，公司自主研发 的创新药 BIOS-0623-Z4 片获得国家药品监督管理局（NMPA）临床试验批准通知书。 现将情况公告如下： 一、药品基本情况 药品名称：BIOS-0623-Z4 片 注册分类：1 类 适应症：缓解成人癌痛 申请人：杭州百诚医药科技股份有限公司 受理号：CXHL2500675、CXHL2500676 特此公告。 杭州百诚医药科技股份有限公司董事会 2025 年 9 月 29 日 目前所处审批阶段：IND 获批（临床试验获批） 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，2025 年 7 月 10 日受理的 BIOS-0623-Z4 片临床试验申请符合药品注册的有关要求，同意本品开 展缓解成人癌痛的临床试验。 二、药品的其他情况 面对全球癌症负担日益加重以及 ...

值得注意的是，据报道，9月24日，晶泰科技董事长温书豪、首席执行官马健一行到访招商深圳总部， 与招商局集团董事长缪建民、总经理石岱进行深入会晤。此次拜访旨在寻求战略协同，晶泰科技期待以 此次到访为契机、以产业应用为导向，与招商局集团及招商创科在加速新药研发、新材料发现以及化学 自动化等领域加强交流合作，发挥资源优势、实现共赢发展。 消息面上，晶泰科技近日与杭州百诚医药（301096）科技股份有限公司宣布签订合作意向书。根据合作 意向书，百诚医药委托晶泰科技，利用其"AI+机器人"平台开展新药研发工作；晶泰科技将委托百诚医 药开展药学研究等研发工作。双方还计划针对疼痛、嗜睡、肿瘤、自免、眼科等多个疾病领域尚未满足 的临床需求，借助晶泰科技的AI药物研发平台，共同推进创新药管线的研发与孵化，并择机成立合资 公司，探索更广领域的商业合作。 晶泰控股(02228)再涨超8%，截至发稿，涨6.66%，报12.97港元，成交额12.23亿港元。 ...