格隆汇11月14日丨阿里健康(00241.HK)公布，董事会将于2025年11月26日(星期三)举行董事会会议，旨 在考虑及通过(其中包括)公司及其附属公司截至2025年9月30日止六个月的未经审核中期业绩，以及考 虑建议派付中期股息(如有)。 ...

（股份代號：00241） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ALIBABA HEALTH INFORMATION TECHNOLOGY LIMITED 阿里健康信息技術有限公司 （於百慕達註冊成立之有限公司） 沈滌凡 香港，2025年11月14日 於本公告日期，董事會成員包括：執行董事沈滌凡先生及屠燕武先生；非執行董事 朱順炎先生、黃佼佼女士及徐海鵬先生；及獨立非執行董事黃一緋女士、邵蓉博士 及吳亦泓女士。 董事會召開日期 阿里健康信息技術有限公司（「本公司」）董事（「董事」）會（「董事會」）謹此公佈，董事 會將於2025年11月26日（星期三）舉行董事會會議，旨在考慮及通過（其中包括）本公 司及其附屬公司截至2025年9月30日止六個月之未經審核中期業績，以及考慮建議 派付中期股息（如有）。 承董事會命 阿里健康信息技術有限公司 首席執行官兼執行董事 ...

Group 1 - Alibaba Health has formed partnerships with multinational pharmaceutical companies including Eurofarma, Pfizer, and Novo Nordisk [1] - The collaborations focus on areas such as cardiovascular disease management, migraine treatment, and diabetes and obesity [1] - These partnerships aim to further expand the boundaries of digital health services [1]

Core Insights - Alibaba Health and Ocalon have initiated a strategic partnership focused on cardiovascular health management, leveraging their respective strengths in digital health and chronic disease management [1][2] - The collaboration aims to enhance patient care through data-driven solutions and comprehensive health management strategies [1][2] Group 1: Company Overview - Alibaba Health is a leading internet pharmaceutical health service platform in China, known for its strong digital capabilities and extensive ecosystem [2] - The company has established partnerships with thousands of pharmaceutical enterprises globally, providing full-chain support from drug launch to patient services [1][2] Group 2: Strategic Partnership Details - The partnership will utilize Alibaba Health's digital ecosystem and platform operations alongside Ocalon's expertise in cardiovascular treatment to support long-term patient management outside of hospitals [1][2] - Both companies aim to enhance the online medical service landscape, focusing on optimizing health management solutions for cardiovascular disease patients [2] Group 3: Future Directions - The collaboration signifies a new phase in cardiovascular disease management, with both companies committed to exploring more efficient and precise long-term management pathways through technology and data [2] - The partnership is expected to contribute to the broader goal of promoting a healthier China by improving public awareness and understanding of cardiovascular diseases [2]

Core Insights - Novo Nordisk has announced a comprehensive upgrade and expansion of its "Health Ecosystem Alliance," with Alibaba Health as a core partner, focusing on chronic disease management, particularly diabetes and obesity [2] Group 1: Strategic Collaboration - Alibaba Health and Novo Nordisk have maintained close cooperation in chronic disease patient services, achieving significant results in patient education, medication accessibility, and disease awareness [2] - In June of this year, Alibaba Health and Novo Nordisk formalized a new round of strategic cooperation, creating a one-stop weight management knowledge and service area [2] Group 2: Digital Innovation - Novo Nordisk's Senior Vice President and President of Greater China, Zhou Xiaping, emphasized that digital innovation injects new momentum into chronic disease management and supports the enhancement of public health literacy [2] - The collaboration aims to develop a smart medical solution covering the entire life cycle, enhancing awareness of obesity and diabetes, and promoting early screening, diagnosis, and treatment [2] Group 3: User-Centric Approach - Alibaba Health's head of Internet hospital and consumer healthcare, Zhang Wen, highlighted the company's long-term focus on chronic disease management, leveraging a vast user base and digital operational capabilities to provide personalized solutions [2] - The strategic partnership exemplifies the "Internet + Health Care" model in digital chronic disease management, aiming to offer more accessible, convenient, and empathetic health management services for patients with diabetes and obesity [2]

Core Insights - Alibaba Health and Pfizer have formed a strategic partnership to enhance migraine treatment accessibility and digital disease management in China [1][2] - The collaboration will focus on the launch of Pfizer's new migraine-specific treatment, Rimegepant orally disintegrating tablets, in China, expected to be approved in 2024 [1] - The partnership aims to create a comprehensive digital health model integrating medical services, pharmaceuticals, and patient education [1][2] Group 1 - The partnership will leverage Alibaba Health's extensive distribution network and instant retail capabilities to ensure rapid access to Rimegepant during acute migraine episodes [2] - Alibaba Health has reached over 300 million users, significantly improving the accessibility and coverage of innovative medications [2] - The collaboration will also focus on educating the public about migraines, addressing misconceptions, and promoting standardized treatment [2] Group 2 - Future expansions of the partnership will target other therapeutic areas such as inflammation, immunology, and rare diseases [2] - Alibaba Health will utilize deep insights into user behavior to create personalized health management plans for specific patient groups [2] - The partnership will provide 24/7 medication guidance through a professional pharmacist team to ensure safe and appropriate medication use [2]

Core Insights - Alibaba Health and Pfizer have formed a strategic partnership to enhance migraine treatment accessibility and digital disease management in China [1][3] - The collaboration will focus on the launch of Pfizer's new migraine-specific treatment, Rimegepant, in the Chinese market [1][3] Group 1: Strategic Collaboration - The partnership aims to explore a new digital health model integrating "medicine-pharmaceutical-patient" [1] - The initial focus will be on migraine treatment, with plans to expand into other therapeutic areas such as inflammation, immunity, and rare diseases [3] Group 2: Operational Synergies - Alibaba Health will leverage its nationwide distribution network and instant retail capabilities to ensure rapid access to Rimegepant during acute migraine episodes [3] - The collaboration will include personalized health management plans based on deep insights into user behavior [3] Group 3: Patient Support and Education - Joint initiatives will involve disease education and 24/7 medication guidance provided by a professional pharmacist team [3] - The goal is to create a comprehensive health management cycle from disease awareness to standardized treatment [3]

Core Viewpoint - The collaboration between AstraZeneca and Alibaba Health aims to fully promote the electronicization of key documents in the pharmaceutical supply chain, enhancing efficiency and sustainability [2][3]. Group 1: Electronicization Initiative - AstraZeneca and Alibaba Health held a launch ceremony for the electronicization of drug inspection reports and initial operating materials, marking a significant step towards a digital pharmaceutical supply chain [2]. - The current reliance on paper-based inspection reports leads to long transmission cycles, high storage costs, and risks of loss or damage, which the electronicization aims to address [2]. - Electronic circulation of drug inspection reports is expected to reduce operational costs related to manpower, logistics, and document management, while also mitigating regulatory risks associated with incomplete paper documents [2]. Group 2: Collaboration and Impact - AstraZeneca's Vice President highlighted that electronic documentation is crucial for achieving transparency in the pharmaceutical supply chain, improving operational efficiency, and reducing carbon emissions [2]. - Alibaba Health's Vice President stated that the "Code on Trust" platform has connected over 2,000 pharmaceutical manufacturers and nearly 10,000 distribution and logistics companies, facilitating efficient and traceable electronic circulation of drug inspection reports [3]. - The initiative also extends to the electronic exchange of initial operating materials and supply chain collaboration, contributing to the industry's green and low-carbon transformation [3].

Core Insights - Alibaba Health and Eli Lilly China have formed a strategic partnership to focus on chronic disease management, particularly diabetes, through digital patient support, physician-patient education, and collaborative innovation [1][3]. Group 1: Industry Context - The burden of chronic diseases, particularly diabetes, is increasing in China, with approximately 148 million adult diabetes patients reported in 2022, accounting for 18% of the global adult diabetes population [3]. - Among diabetes patients aged 30 and above, 78 million remain untreated, highlighting significant gaps in disease management [3]. - The management rate for key chronic diseases in China is below 60%, with patients facing challenges such as discontinuity in out-of-hospital management, unstable drug supply, and lack of professional guidance [3]. Group 2: Company Initiatives - Alibaba Health, as a leading online healthcare platform, has a reach of over 300 million users and an efficient pharmaceutical supply chain network covering hundreds of cities across China [3]. - The company offers comprehensive post-diagnosis disease management services, including medication guidance, lifestyle interventions, and follow-up services, creating a full-cycle health management solution [3]. - Alibaba Health has introduced customized temperature-controlled logistics for innovative drugs requiring cold chain transport, ensuring compliance, safety, and efficiency throughout the storage and delivery process [3]. Group 3: Eli Lilly's Role - Eli Lilly has a nearly 150-year history with strong research and innovation capabilities in the field of endocrine metabolism [4]. - As one of the first multinational pharmaceutical companies to enter the Chinese market, Eli Lilly actively promotes the localization of innovative therapies and participates in the construction of China's chronic disease prevention and control system [4].

Core Insights - Alibaba Health and AstraZeneca signed a new strategic cooperation agreement to enhance collaboration in chronic disease management, focusing on respiratory, metabolic, and cardiovascular diseases [1][3] - The partnership aims to improve accessibility to innovative drugs, digital patient management, and precision medical services, creating a patient-centered healthcare service model [1][3] Group 1: Partnership Details - The signing ceremony was conducted by representatives from both companies, highlighting their commitment to leveraging each other's strengths in patient education and comprehensive management [3] - The collaboration is expected to address challenges faced by patients outside hospitals, such as difficulties in accessing innovative drugs and fragmented disease management [3][5] Group 2: Market Context - Chronic disease management in China is facing significant challenges, with hypertension prevalence at 27.5% and diabetes at 11.9%, while management rates are below 60% [4] - The Chinese government is promoting innovative chronic disease management through policies that support AI in healthcare, indicating a favorable environment for the partnership [4] Group 3: Company Strengths - Alibaba Health has a digital health platform that reaches over 300 million users, enhancing its ability to distribute and fulfill pharmaceutical needs efficiently [4] - AstraZeneca has over 30 years of experience in the Chinese market, with several innovative drugs included in the national medical insurance directory, demonstrating its long-term commitment to the market [4]