信达生物凭借 PD-1 等成熟产品及 PCSK9 等新产品，实现营收增长，信 迪利单抗仍占重要地位，KRAS G12C 预计参与医保谈判，其靶点特异 性及检测简便性使其具市场潜力。 减肥药仙儿美（玛氏杜泰）通过多渠道销售，覆盖线上平台，受益于年 轻群体，且发货迅速。该药不仅减重，还能改善血压、血脂及尿酸，定 价具竞争力。 信达生物未来 3-5 年将迎来产品收获期，肿瘤线外，心血管代谢、眼科、 自免等领域也将推出创新药，如 r 二十三 P19 已进入上市申请阶段，多 项适应症的三期临床试验正在进行。 新分子 3,003 在多发性骨髓瘤治疗中显示出优异疗效，即使患者经历过 多种治疗方案，仍能获得显著缓解，表明三靶点 TCE 疗效更佳。 抗癌药物技术路线包括 VEGF/PD-1 双抗及三抗、ADC（如 CHOP2、EGFR ADC 等）和免疫单抗，各公司在免疫系统激活方面探 索不同策略。 中国 PD-1 市场规模达 500 亿人民币，同比增长 18%，中国分子在下一 代抗癌疗法中占据重要份额，预计未来新增销售额主要由中国分子贡献。 信达生物在非小细胞肺癌领域进展显著，363 项目在 PD-1 IL2 FI box ...

信達生物製藥 INNOVENT BIOLOGICS, INC. （於開曼群島註冊成立的獲豁免有限公司） 董事名單及其角色與職能 Innovent Biologics, Inc.（「本公司」）董事會（「董事會」）成員載列如下： 附註： C （相關董事會委員會主席） M （相關董事會委員會成員） 2025年8月26日 獨立非執行董事 Charles Leland Cooney博士 許懿尹女士 Gary Zieziula先生 陸舜博士 陳樹云先生 (首席獨立非執行董事) Stephen A. Sherwin 博士 董事會下轄四個董事會委員會。下表列示本公司各董事所在該等委員會的成員資 料。 | | 審核委員會 | 薪酬委員會 | 提名委員會 | 戰略委員會 | | --- | --- | --- | --- | --- | | 俞德超博士 | | | M | C | | 奚浩先生 | | | | M | | 張倩女士 | | | | M | | Charles Leland | | | | | | Cooney博士 | M | | M | M | | 許懿尹女士 | C | C | M | | | Gary Zie ...

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。 信達生物製藥 INNOVENT BIOLOGICS, INC. （於開曼群島註冊成立的有限公司） （股份代號：1801） Sherwin博士已與本公司訂立委任函，自2025年8月26日起為期三年，其後繼續有 效，直至任何一方發出至少3個月書面通知終止為止。Sherwin博士須根據本公司 組織章程大綱及細則及香港聯合交易所有限公司證券上市規則（「上市規則」）附錄 C1所載之企業管治守則於應屆股東週年大會輪值告退及重選連任。根據委任函， Sherwin博士有權收取董事袍金每年人民幣400,000元，有關金額乃由董事會根據 本公司薪酬委員會之建議，經參考其經驗及於本公司的職責以及現行市況釐定。 除上文所披露者外，於本公告日期，(i) Sherwin博士並無於本公司或其附屬公司 擔任任何其他職位；(ii) Sherwin博士於過往三年內並無在其證券在香港或海外任 何證券市場上市的任何其他公眾公司擔任任何其他董事 ...

通过天眼查大数据分析，信达生物科技有限公司共对外投资了1家企业，参与招投标项目1次，专利信息 9条，此外企业还拥有行政许可72个。 主要股东信息显示，信达生物科技有限公司由Innovent Biologics (HK) Limited持股100%。 本文源自：金融界 8月19日，据CDE官网消息，信达生物科技有限公司联合申请药品"IBI3032"，获得临床试验默示许可， 受理号CXHL2500700。 公示信息显示，药品"IBI3032"适应症：本品拟用于成人超重或肥胖患者的长期体重控制。 信达生物科技有限公司，成立于2019年，位于上海市，是一家以从事医药制造业为主的企业。企业注册 资本10000万美元，实缴资本8500万美元。 作者：医药君 ...

| 产品名称 | 商品名 | 靶点 | 最早获批年份 | 国家医保 | | --- | --- | --- | --- | --- | | 玛仕度肽注射液 | 信尔美 | GCGR/GLP-1 | 2025 | | | 替妥尤单抗 N01 注射液 | 信必敏 | IGF1R | 2025 | 通过 2025 年医保形式审查 | | 利厄替尼片 | 奥壹新 | EGFR | 2025 | 通过 2025年医保形式审查 | | 氟泽吉塞片 | 达伯特 | KRAS | 2024 | 通过 2025 年医保形式审查 | | 己二酸他雷替尼胶囊 | 达伯乐 | ROS/TRKA | 2024 | 通过 2025 年医保形式审查 | | 匹妥布替尼片 | 捷帕力 | BTK | 2024 | 通过 2025 年医保形式审查 | | 托莱西单抗注射液 | 信必乐 | PCSK9 | 2023 | 医保乙类 | | 伊基仑赛注射液 | 福可苏 | BCMA CAR-T | 2023 | | | 塞普替尼胶囊 | 容受 | RET | 2022 | 通过 2025 年医保形式审查 | | 佩米替尼片 | 达伯坦 | FGFR ...

Group 1 - The core point of the news is that despite a significant rise in the Hong Kong stock market, southbound funds recorded a net sell-off of 8.277 billion HKD, indicating a potential shift in investor sentiment [1] - Southbound funds have consistently net bought Xiaomi for five consecutive days, totaling 3.31711 billion HKD, suggesting strong investor interest in the company [1] - The net buying and selling activities highlight specific stocks, with notable net purchases in companies like Innovent Biologics (709 million HKD) and Li Auto (366 million HKD), while significant net sell-offs were observed in the Tracker Fund of Hong Kong (6.85 billion HKD) and Tencent Holdings (2.5 billion HKD) [1][3] Group 2 - The data shows that Tencent Holdings experienced a 4.7% decline with a net sell-off of 1.81 billion HKD, while Alibaba saw a 6.1% drop with a net sell-off of 5.25 billion HKD [3] - The Tracker Fund of Hong Kong had a significant net sell-off of 4.6 billion HKD, indicating a bearish sentiment towards this fund [3] - In contrast, companies like Innovent Biologics and Li Auto saw positive movements, with net purchases of 709 million HKD and 1.12 billion HKD respectively, reflecting a more favorable outlook from investors [3]

信达生物(01801)涨超8%，截至发稿，涨8.65%，报94.65港元，成交额21.15亿港元。 摩根大通研报指出，将集团早期资产的估值上调43%，因考虑到信达生物的研发能力，且这些资产越来 越得到市场认可。通过提高玛仕度肽(Mazdutide)(GLP-1/GIP)获批后的销售成功率(PoS)、调整经营费 用，上调目标价21%，由90港元升至109港元。并维持"增持"评级。另外，考虑到信达生物对授权许可 的战略重视及其创新产品线，小摩提高对其潜在授权收入的预期，预计将占信达生物未来总收入的5- 7%。小摩表示，授权许可已成为今年中国生物制药行业最重要的推动因素之一，该行认为信达生物是 最能从这一趋势中受益的公司之一。 本文源自：智通财经网 消息面上，信达生物近日公布，2025年上半年，公司共取得总产品收入超人民币52亿元，同比保持35% 以上的强劲增长；其中2025年第二季度总产品收入超过人民币27亿元，同比增长超过 30%。该季度的 持续增长得益于肿瘤和综合管线双轮驱动共同发力。于本季度末，全球首个胰高血糖素╱胰高血糖素样 肽-1 (GCG/ GLP-1)双受体激动药物信尔美® (玛仕度肽注射液)的减重 ...

Group 1 - The core viewpoint of the articles highlights the performance and developments of Innovent Biologics, including its stock price increase and financial results [1][2][3] - As of August 13, Innovent Biologics' stock rose by 4.3%, reaching a price of 91.05 yuan per share with a trading volume of 300 million yuan [1] - The company focuses on the research, production, and sales of innovative drugs for major diseases such as tumors, autoimmune diseases, metabolic disorders, and ophthalmology, having successfully launched 10 products [1] - Innovent Biologics has 4 products under review, 4 new drug molecules in Phase III or pivotal clinical studies, and 18 new drug candidates in clinical research [1] - By October 2023, the company's patient assistance program has benefited over 170,000 patients, with a total drug donation value of 3.4 billion yuan [1] - For the fiscal year ending 2024, Innovent Biologics reported total revenue of 9.422 billion yuan and a net loss of 94.631 million yuan [1] Group 2 - Innovent Biologics is set to disclose its interim report for the fiscal year 2025 on August 27 [2]

Core Viewpoint - The stock price of Innovent Biologics (01801) experienced a decline of 5.37% on August 11, trading at 86.35 CNY per share with a transaction volume of 999.3 million CNY [1] Company Overview - Innovent Biologics focuses on the research, development, production, and sales of innovative drugs targeting major diseases such as tumors, autoimmune diseases, metabolic disorders, and ophthalmology [1] - The company has successfully launched 10 products, with 4 products currently under review and 4 new drug molecules in Phase III or pivotal clinical studies. Additionally, 18 new drug candidates are in clinical research [1] Financial Performance - As of the 2024 annual report, Innovent Biologics reported total revenue of 9.422 billion CNY and a net profit of -94.631 million CNY [1] - The company's patient assistance program has benefited over 170,000 patients, with a total drug donation value of 3.4 billion CNY [1] Upcoming Events - Innovent Biologics is scheduled to disclose its interim report for the fiscal year 2025 on August 27 [1]

Core Viewpoint - The company reported a total product revenue exceeding 5.2 billion yuan in the first half of 2025, representing a year-on-year growth of 35% [1][3]. Revenue Growth - In Q2 2025, the total product revenue surpassed 2.7 billion yuan, showing a year-on-year increase of 30% and a quarter-on-quarter growth of 12.5% [1][3]. - The growth was primarily driven by the oncology segment and the comprehensive product line, with stable growth from main products and an increasing revenue share from new products [3][5]. Profitability Status - The company did not disclose whether it achieved profitability, nor did it provide information on Non-IFRS profit or Non-IFRS EBITDA [3][5]. - In 2024, the Non-IFRS profit and Non-IFRS EBITDA were reported at 332 million yuan and 412 million yuan, respectively, both turning positive for the first time, although the net profit remained negative [5][8]. Product Pipeline - The product pipeline is divided into oncology and comprehensive categories, with oncology being the main revenue source as of 2024 [8][10]. - The company launched five new approved drugs in 2024, including three targeted therapies for lung cancer and the world's first non-covalent BTK inhibitor for blood cancers [9][10]. Future Growth Potential - The company plans to raise 4.3 billion HKD for research and development, focusing on key pipelines like IBI-363 and IBI-343, which have received breakthrough therapy designations [10][15]. - The comprehensive pipeline, particularly the recently approved weight management drug, is crucial for the company's performance in the next two to three years [10][15]. Market Competition - The domestic GLP-1 drug market is becoming increasingly competitive, with 21 GLP-1 drugs already available for various indications as of July 2025 [11][14]. - The CFO indicated that the company will leverage both traditional and online retail channels for the commercialization of its products [14][15]. Long-term Goals - The company aims to achieve a product revenue target of 20 billion yuan by 2027 and plans to have five pipelines enter global multi-center phase III clinical trials by 2030 [15].