智通财经APP讯，中国生物制药(01177)公布，集团开发的"TQC3721 (PDE3/4抑制剂)"、"TQC2731 (TSLP单抗)"、"TQC3403 (乌美溴铵维兰特罗吸入粉雾剂)"将于9月27日至10月1日举行的2025年欧洲呼 吸学会年会 (ERS 2025)公布4项研究成果。 ...

「TQC3721 (PDE3/4抑制劑）」、「TQC2731 (TSLP單抗）」、「TQC3403 (烏美溴銨維蘭 特羅吸入粉霧劑)」共4項研究數據在ERS 2025公布 中國生物製藥有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事會（「董事會」）宣佈，本集團開 發的「TQC3721 (PDE3/4抑制劑）」、「TQC2731 (TSLP單抗）」、「TQC3403 (烏美溴銨維蘭特羅吸入粉 霧劑)」將於9月27日至10月1日舉行的2025年歐洲呼吸學會年會 (ERS 2025）公布4項研究成果。 TQC3721 (PDE3/4抑制劑） 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份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。 （於開曼群島註冊成立之有限公司） 網站：www.sinobiopharm.com （股份編號：1177） 自願公告 TQC2731 (TSLP單抗） TQC3721是一款全新機制的吸入性PDE3/4抑制劑，具有擴張支氣管和抗炎的雙重作用，從而減 輕患者症狀並抑制炎 ...

Group 1 - The core viewpoint of the article highlights the significant stock price increase of China National Pharmaceutical Group (中生制药), which rose over 6% and is currently trading at 8.14 HKD with a transaction volume of 10.77 billion HKD [1] - The company has received breakthrough therapy designation from the China National Medical Products Administration (CDE) for its selective HER2 tyrosine kinase inhibitor, Zongaitini, for the treatment of adult patients with unresectable or metastatic non-small cell lung cancer (NSCLC) carrying HER2 TKD activating mutations [1] - Citigroup reported that China National Pharmaceutical Group's net profit for the first half of the year reached 3.4 billion RMB, a year-on-year increase of 140%, while revenue was 17.6 billion RMB, up 10.2% year-on-year, exceeding market consensus and Citigroup's expectations [1] Group 2 - The management of China National Pharmaceutical Group is optimistic about the licensing potential of its innovative drug candidates, including TQC3721 (PDE3/4) [1] - CICC anticipates that the approval progress of the company's innovative products will accelerate over the next three years, potentially driving more revenue for the company [1]

Core Viewpoint - China Biopharmaceutical reported a 10.7% year-on-year revenue growth in 1H25, reaching 17.57 billion yuan, with adjusted net profit increasing by 101.1% to 3.09 billion yuan [1] Group 1: Financial Performance - 1H25 revenue and adjusted net profit accounted for 54.6% and 79.6% of the full-year forecast, respectively, with revenue proportion consistent with historical ranges [1] - The adjusted profit proportion significantly exceeded historical ranges due to the recognition of 1.35 billion yuan in dividends from Sinovac Biotech; excluding this, adjusted net profit would have grown approximately 13% year-on-year [1] - Revenue from innovative products grew robustly by 27.2% year-on-year to 7.80 billion yuan, representing 44.4% of total revenue, indicating sustained rapid growth in innovative products [1] Group 2: Innovation and R&D Pipeline - China Biopharmaceutical has built a rich innovation pipeline, with several candidates having global Top 3 or Best in Class potential; the acquisition of Lixin Pharmaceutical further strengthens its R&D capabilities [2] - TQB2868 (PD-1/TGF-β dual antibody) shows remarkable efficacy in first-line treatment of pancreatic cancer, with an ORR of 63.9%, significantly higher than first-line chemotherapy at 41.8% [2] - TQB6411 (EGFR/c-Met dual antibody ADC) has entered Phase I clinical trials, targeting the EGFR+ lung cancer market [2] Group 3: Overseas Licensing Potential - The company has multiple products with potential for overseas licensing collaborations, including TQC3721 (PDE3/4), TQB2868 (PD-1/TGF-β dual antibody), and others [3] - The recent acquisition of Verona Pharma by Merck for $10 billion highlights the significant market potential for PDE3/4 inhibitors, with TQC3721 being the second globally in development [3] Group 4: Upcoming Clinical Data - Several important clinical data readouts are expected in 2H25, including TQC3721 (PDE3/4) Phase II data for COPD and TQB2102 (HER2 dual antibody ADC) Phase Ib data for HER2+ breast cancer [4] - The company maintains a buy rating with a target price of 9.40 HKD, expecting revenue growth rates of +19.1% for 2025E and adjusted net profit growth of +81.3% for the same year [4]

Core Viewpoint - China Biopharmaceutical (01177) experienced a 2.01% increase in stock price, reaching HKD 7.61 per share with a trading volume of HKD 303 million [1] Company Overview - China Biopharmaceutical is an innovative research and R&D-driven pharmaceutical group, focusing on drug development, intelligent manufacturing, and sales [1] - The company specializes in various biopharmaceuticals and chemical drugs, particularly excelling in four therapeutic areas: oncology, liver diseases, respiratory systems, and surgical/pain management [1] - Since its listing in 2000, the company has been included in multiple indices such as the MSCI Global Standard Index and the Hang Seng Index, and has been recognized in the "Top 50 Global Pharmaceutical Companies" by Pharmaceutical Manager for six consecutive years [1] - Core enterprises like Chengda Tianqing Pharmaceutical Group and Beijing Tide Pharmaceutical Co., Ltd. have consistently ranked among the top 100 pharmaceutical companies in China, with the company's product revenue share increasing year by year [1] Financial Performance - As of the mid-year report in 2025, China Biopharmaceutical reported total revenue of HKD 17.575 billion and a net profit of HKD 3.389 billion [1] Analyst Rating - On August 19,浦银国际证券 maintained a "Buy" rating for the company with a target price of HKD 9.1 [1]

格隆汇8月21日丨根据联交所最新权益披露资料显示，2025年8月20日，中国生物制药(01177.HK)获执行董事谢炘在场内以每股均价7.368港元增持100万股， 涉资约736.8万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日 相關法 | | | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | (請參閱上述 *註 | 有投票楼股期(日/月/ 份權益 | | | | | | | 8 | 份百分比 年) | | DA20250820E00018 | 謝沂 1101(L) 1,000,000(L) | | | HKD 7.3680 | 359,557,270(L) | 1.92(L)20/08/2025 | 增持后，谢炘最新持股数目为359,557,270股，持股比例由1.91%上升至1.92%。 | 股份代號: | 01177 | | --- | --- | | 上市法國名稱: | 中國生物製藥有限公司 | | 日期 ...

Group 1 - China National Pharmaceutical Group announced that the selective HER2 tyrosine kinase inhibitor "Zongaitini" has received breakthrough therapy designation from the Center for Drug Evaluation (CDE) for the treatment of adult patients with unresectable or metastatic non-small cell lung cancer (NSCLC) carrying HER2 tyrosine kinase domain (TKD) activating mutations [1] - The breakthrough therapy designation is based on data from the Beamion LUNG-1 clinical trial, which is a Phase Ia/Ib open-label trial assessing the safety, maximum tolerated dose (MTD), pharmacokinetics (PK), pharmacodynamics (PD), and preliminary efficacy of Zongaitini in patients with HER2-mutant solid tumors [1] - The five-year survival rate for advanced non-small cell lung cancer patients is less than 30%, with approximately 2-4% of NSCLC driven by HER2 gene mutations, indicating a significant unmet medical need for targeted therapies in this patient population [1] Group 2 - Zongaitini is a covalent, orally administered selective HER2 small molecule inhibitor developed by Boehringer Ingelheim, which covalently binds to both wild-type and mutant HER2 receptors while preserving wild-type EGFR signaling, ensuring efficacy along with good tolerability and safety [2] - Zongaitini has previously received priority review and breakthrough therapy designation from CDE for the indication of previously treated patients with advanced HER2-mutant NSCLC, and it received accelerated approval from the U.S. Food and Drug Administration (FDA) in August [2]

Group 1 - China National Medical Products Administration (NMPA) has granted breakthrough therapy designation to the selective HER2 tyrosine kinase inhibitor, Zongaitini, for first-line treatment of adult patients with unresectable or metastatic non-small cell lung cancer (NSCLC) harboring HER2 tyrosine kinase domain (TKD) activating mutations [1] - The breakthrough designation is based on data from the Beamion LUNG-1 clinical trial, which is an open-label Phase Ia/Ib trial assessing the safety, maximum tolerated dose (MTD), pharmacokinetics (PK), pharmacodynamics (PD), and preliminary efficacy of Zongaitini in patients with HER2-mutant solid tumors [1] - The five-year survival rate for advanced NSCLC patients is less than 30%, with approximately 2-4% of NSCLC driven by HER2 gene mutations, indicating a significant unmet medical need for targeted therapies in this patient population [1] Group 2 - Zongaitini, developed by Boehringer Ingelheim, is a covalent, oral selective HER2 small molecule inhibitor that covalently binds to both wild-type and mutant HER2 receptors while preserving wild-type EGFR signaling, ensuring efficacy along with good tolerability and safety [2] - Zongaitini has previously received priority review and breakthrough therapy designation from the NMPA for the indication of previously treated patients with advanced HER2-mutant NSCLC, and it has also received accelerated approval from the U.S. Food and Drug Administration (FDA) [2] - Boehringer Ingelheim has established a strategic partnership with the group to bring innovative oncology therapies to the mainland China market, leveraging both parties' complementary strengths to provide better treatment options for cancer patients [2]

（於開曼群島註冊成立之有限公司） 網站：www.sinobiopharm.com （股份編號：1177） 自願公告 選擇性HER2 TKI「宗艾替尼」再次獲得CDE突破性治療資格認定 中國生物製藥有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事會（「董事會」）宣佈，選擇性 HER2酪氨酸激酶抑制劑(TKI)「宗艾替尼」再次獲得中國國家藥品監督管理局藥品審評中心(CDE)突破 性治療資格認定，用於治療攜帶HER2酪氨酸激酶結構域(TKD)激活突變的不可切除或轉移性非小細 胞肺癌(NSCLC)成人患者的一線治療。 此次突破性治療資格認定是基於其Beamion LUNG-1臨床試驗數據。這是一項Ia/Ib期首次人體開放 標籤試驗，以確定宗艾替尼在HER2突變實體瘤患者中的安全性、最大耐受劑量(MTD)、藥代動力學 (PK)、藥效學(PD)及初步療效(NCT04886804)。最新數據將於今年晚些時候公布。 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份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 ...

Group 1 - The Vice President and Executive Director of China Biologic Products Holdings (01177) purchased 1 million shares at a price of 7.368 HKD per share, totaling 7.368 million HKD [1] - After the purchase, the total number of shares held by the executive is approximately 360 million, representing a holding percentage of 1.92% [1]