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港股异动 | 四环医药(00460)涨超9% 惠升生物旗下司美格鲁肽注射液上市申请获国家药监局受理
Zhi Tong Cai Jing· 2025-08-18 01:53
Group 1 - The core point of the article is that Sihuan Pharmaceutical (00460) has seen its stock price increase by over 9%, currently trading at 1.54 HKD with a transaction volume of 113 million HKD, following the acceptance of a listing application for semaglutide injection by the National Medical Products Administration (NMPA) [1] - The semaglutide injection is intended for improving blood sugar control in adult patients with type 2 diabetes, marking a significant advancement in the drug development process for Sihuan Pharmaceutical [1] - The drug has also completed Phase III clinical enrollment for its weight loss indication and is currently in the follow-up stage, indicating ongoing progress in its clinical development [1] Group 2 - Diabetes treatment is a key focus area for Huisheng Biopharmaceutical, a non-wholly owned subsidiary of Sihuan Pharmaceutical, and the acceptance of the listing application enhances the company's competitive edge in this therapeutic area [1]
四环医药涨超9% 惠升生物旗下司美格鲁肽注射液上市申请获国家药监局受理
Zhi Tong Cai Jing· 2025-08-18 01:52
Core Viewpoint - The stock of Sihuan Pharmaceutical (00460) has risen over 9%, currently trading at 1.54 HKD with a transaction volume of 113 million HKD, following the acceptance of a listing application for Semaglutide injection by the National Medical Products Administration (NMPA) [1] Group 1: Company Developments - Sihuan Pharmaceutical's subsidiary, Huisheng Biopharmaceutical Co., Ltd., has received acceptance for the listing application of Semaglutide injection, aimed at improving blood sugar control in adult patients with type 2 diabetes [1] - The indication for weight loss using Semaglutide injection has completed Phase III clinical enrollment and is currently in the follow-up stage [1] - The diabetes sector is a key focus area for Huisheng Biopharmaceutical, and the acceptance of the listing application represents a significant advancement in the drug's development process, enhancing the company's core competitiveness in diabetes treatment [1]
从减肥药企暴涨看投资机会:四环医药(0460.HK)还有多少上涨空间?
Ge Long Hui· 2025-08-18 00:51
Core Viewpoint - The significant surge of over 200% in the stock price of Sinovant Pharmaceuticals on its debut in the Hong Kong stock market is attributed to the market's high recognition of its first domestically produced long-acting GLP-1 receptor agonist and strong confidence in the vast potential of the weight loss drug market [1] Investment Opportunities - The rise of innovative drug sectors presents potential investment opportunities, as exemplified by the stock performance of Four Seasons Pharmaceuticals, which has increased nearly 150% this year, primarily due to the high growth of its medical aesthetics business [2] - The value of Four Seasons' innovative drug segment remains significantly underestimated, indicating further growth potential [2][5] Product Development - Four Seasons Pharmaceuticals' subsidiary, Huisheng Biopharma, has received acceptance for the market application of its long-acting GLP-1 receptor agonist, Semaglutide, for improving blood sugar control in type 2 diabetes patients, with its weight loss indication entering the follow-up phase of clinical trials [4] - Semaglutide's unique mechanism and clinical value position it as a key player in managing both blood sugar and weight, aligning with global treatment guidelines [6][10] Market Dynamics - The global diabetes and obesity epidemic presents a significant challenge, with the International Diabetes Federation projecting that the number of adults with diabetes will reach 589 million by 2024, with China having the highest number of patients [8] - Traditional treatment options are limited, making GLP-1 therapies a breakthrough direction for diabetes treatment and a key solution for metabolic diseases [10] Competitive Landscape - Huisheng Biopharma has established itself as a leading player in the diabetes treatment sector, with a comprehensive product matrix that includes nearly 20 approved drugs for diabetes and its complications [14] - The company operates a full industry chain model that enhances its ability to respond to market demands and ensures product quality and supply chain stability [16] Global Expansion - Huisheng Biopharma has made significant strides in global expansion, with partnerships in various countries to promote its diabetes medications, and has completed FDA registration for Semaglutide [16] Conclusion - The innovative drug segment of Four Seasons Pharmaceuticals is poised for continued growth, supported by a robust cash reserve of nearly 4 billion and the commercialization of key products like Semaglutide [17]
四环医药:惠升生物开发的司美格鲁肽注射液上市申请获NMPA受理
Zhi Tong Cai Jing· 2025-08-15 12:32
Core Viewpoint - The application for the market approval of Semaglutide injection by Huisheng Biopharmaceutical Co., Ltd., a non-wholly owned subsidiary of Sihuan Pharmaceutical (00460), has been accepted by the National Medical Products Administration (NMPA) for the treatment of blood sugar control in adult patients with type 2 diabetes [1] Group 1 - Semaglutide injection is a long-acting GLP-1 receptor agonist (GLP-1RA) that is administered once a week [1] - The drug enhances insulin secretion in a glucose-dependent manner, suppresses glucagon secretion, and delays gastric emptying, thereby lowering blood sugar levels [1] - The indication for weight loss has completed Phase III clinical enrollment and is currently in the follow-up stage [1] Group 2 - Semaglutide also reduces appetite and decreases food intake, helping patients to lower caloric intake and achieve weight loss [1]
四环医药(00460.HK):惠升生物开发的司美格鲁肽注射液上市申请获NMPA受理
Ge Long Hui· 2025-08-15 11:41
Core Viewpoint - The application for the market approval of Semaglutide injection by Huisheng Biopharmaceutical Co., Ltd., a non-wholly owned subsidiary of Sihuan Pharmaceutical (00460.HK), has been accepted by the National Medical Products Administration (NMPA) for the treatment of adult patients with type 2 diabetes [1] Group 1: Product Development - Semaglutide injection is a long-acting GLP-1 receptor agonist (GLP-1RA) that is administered once a week, enhancing insulin secretion and suppressing glucagon secretion in a glucose-dependent manner, while also delaying gastric emptying to lower blood sugar levels [1] - The drug has also completed Phase III clinical enrollment for its weight loss indication and is currently in the follow-up stage [1] Group 2: Strategic Focus - The diabetes sector is a key focus area for Huisheng Biopharmaceutical, and the acceptance of the Semaglutide injection application marks a significant advancement in the drug's development process [1] - This progress is expected to enhance the core competitiveness of both Sihuan Pharmaceutical and Huisheng Biopharmaceutical in the diabetes treatment market [1]
四环医药(00460):惠升生物开发的司美格鲁肽注射液上市申请获NMPA受理
智通财经网· 2025-08-15 11:40
智通财经APP讯,四环医药(00460)公布,该集团旗下非全资附属公司惠升生物制药股份有限公司开发的 司美格鲁肽注射液上市申请获得国家药品监督管理局(NMPA)受理,用于改善成人2型糖尿病患者的血糖 控制。此外,司美格鲁肽注射液用于减重的适应症已完成III期临床入组,处于随访阶段。 据悉,司美格鲁肽注射液是一周注射一次的长效GLP-1受体激动剂(GLP-1RA),可通过启动GLP-1受 体,以葡萄糖浓度依赖的方式增强胰岛素分泌,抑制胰高血糖素分泌,并能够延缓胃排空,从而达到降 低血糖的作用;同时,司美格鲁肽可降低食欲和减少食物摄入量,帮助患者减少热量摄入,从而达到降 低体重的作用。 ...
四环医药(00460) - 自愿公告 - 惠升生物开发的司美格鲁肽注射液上市申请获NMPA受理
2025-08-15 11:35
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之內容概不 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 就 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之任何損失承擔任何責 任。 – 1 – 根據國際糖尿病聯盟(IDF)最 新 數 據,2024年中國糖尿病患者人數為1.48億 人(佔 全 球25.1%),預 計 至2050年將增長至1.683億 人。據 諾 和 諾 德 財 報 數 據,2025年 上 半 年,諾 和 諾 德 的 司 美 格 魯 肽 注 射 液(糖 尿 病 適 應 症)銷 售 額 約645億丹麥克朗 (合101億 美 元,按1丹麥克朗≈ 0.1562美 元,下 同),同 比 增 長15%;司 美 格 魯 肽 注 射 液(減 重 適 應 症)銷 售 額 約369億 丹 麥 克 朗(合58億 美 元),同 比 增 長78%。 Sihuan Pharmaceutical Holdings Group Ltd. 四環醫藥控股集團有限公司 (於百慕達註冊成立的有限公司) (股份代號:0460) 自願公告 惠升生物開發的司 ...
四环医药(00460)上涨5.76%,报1.47元/股
Jin Rong Jie· 2025-08-13 06:16
Core Viewpoint - Four Seasons Pharmaceutical (00460) experienced a 5.76% increase in stock price, reaching 1.47 CNY per share, with a trading volume of 95.36 million CNY as of August 13 [1] Group 1: Company Overview - Four Seasons Pharmaceutical Holdings Group Co., Ltd. is a leading pharmaceutical company in China's prescription drug market, primarily engaged in the production and sale of cardiovascular prescription drugs [1] - Since 2007, the company has been the largest supplier of cardiovascular prescription drugs in the country [1] - Key operational data includes a unique sales model, a nationwide sales network, a diversified product portfolio, and strong research and development capabilities [1] Group 2: Financial Performance - As of the 2024 annual report, Four Seasons Pharmaceutical reported total revenue of 1.901 billion CNY and a net loss of 217 million CNY [2]
四环医药(00460)上涨5.38%,报1.37元/股
Jin Rong Jie· 2025-08-04 05:35
Core Viewpoint - Four Seasons Pharmaceutical (00460) has shown a significant stock price increase of 5.38%, reaching HKD 1.37 per share, with a trading volume of HKD 76.76 million, indicating positive market sentiment towards the company [1]. Group 1: Company Overview - Four Seasons Pharmaceutical Holdings Limited is a leading pharmaceutical company in China's prescription drug market, primarily engaged in the production and sale of cardiovascular prescription drugs [1]. - Since 2007, the company has been the largest supplier of cardiovascular prescription drugs in the country [1]. - Key operational data includes a unique sales model, a nationwide sales network, a diversified product portfolio, and strong research and development capabilities [1]. Group 2: Financial Performance - As of the 2024 annual report, Four Seasons Pharmaceutical reported total revenue of HKD 1.901 billion and a net profit of HKD -217 million, indicating a loss [2].
四环医药涨超3% 预计中期净利润不低于5000万元 医美业务实现高增长
Zhi Tong Cai Jing· 2025-08-04 03:25
Core Viewpoint - Four Seasons Pharmaceutical (00460) has announced a positive earnings forecast, expecting revenue of no less than RMB 1.1 billion and net profit of no less than RMB 50 million for the six months ending June 30, 2025 [1] Financial Performance - The company anticipates significant growth in its medical aesthetics business, with a year-on-year growth rate between 50% and 60% [1] - The innovative drug segment is entering a harvest phase, characterized by reduced R&D expenses, a steady stream of new product approvals, and successful commercialization progress, leading to continuous revenue growth in this segment [1] - The decline in the generic drug business is narrowing year by year, indicating improved performance in this area [1] - The company's financial condition remains robust, with ample cash reserves on the balance sheet [1]