Core Viewpoint - WuXi Biologics (02269) has signed a licensing and research service agreement with Vertex Pharmaceuticals for an innovative trispecific T cell engager (TCE) aimed at treating B cell-mediated autoimmune diseases, which has led to a stock price increase of over 4% [1] Group 1: Company Developments - WuXi Biologics' stock price rose by 3.35% to HKD 37.04, with a trading volume of HKD 439 million [1] - The agreement with Vertex Pharmaceuticals grants Vertex global exclusive rights for the development and commercialization of the trispecific TCE, which is currently in the preclinical stage [1] - WuXi Biologics will receive an upfront payment and is eligible for milestone payments related to development, registration, and sales, as well as a sales commission post-product launch [1] Group 2: Industry Implications - The collaboration focuses on a novel treatment approach for B cell-mediated autoimmune diseases, indicating a growing interest in innovative therapies within the biopharmaceutical industry [1] - The agreement highlights the trend of partnerships between biotech firms and established pharmaceutical companies to accelerate drug development and commercialization [1]

Core Viewpoint - WuXi Biologics (02269) has signed a licensing and research service agreement with Vertex Pharmaceuticals for an innovative trispecific T cell engager (TCE) aimed at treating B cell-mediated autoimmune diseases, which has positively impacted its stock price [1] Group 1: Company Developments - WuXi Biologics' stock rose over 4%, currently trading at 37.04 HKD with a transaction volume of 439 million HKD [1] - The agreement allows Vertex to obtain global exclusive development and commercialization rights for the trispecific TCE, which is in the preclinical stage [1] - WuXi Biologics will receive an upfront payment and is eligible for milestone payments related to development, registration, and sales, as well as royalties from product sales [1] Group 2: Industry Implications - The collaboration focuses on a novel therapeutic approach for B cell-mediated autoimmune diseases, indicating a growing interest in innovative treatments within the biopharmaceutical industry [1] - The partnership highlights the trend of biopharmaceutical companies seeking external expertise for drug development, which may lead to increased collaboration opportunities in the sector [1]

据方舟健客公告，配售事项完成已于2026年1月29日落实及认购事项完成已于2026年2月2日落实。所得 款项净额的约90%将用于加速公司AI驱动的慢病管理平台的发展。 2月3日早盘，方舟健客大涨，盘中一度涨超20%；港股医疗板块强势反弹，百济神州、泰格医药、石药 集团、药明生物等涨幅靠前，港股通医疗ETF（520510）一度涨超2%。 药明生物2月3日宣布与Vertex Pharmaceuticals（纳斯达克上市公司）已针对一款创新三特异性T细胞衔 接子（TCE）签署授权和研究服务协议。 ...

SND006系生诺医药自主研发、享有全球权益的双特异性抗体，拟用于治疗炎症性肠病（IBD）等自身 免疫性疾病，目前已完成体外功能验证研究。生诺医药计划2026年向中国国家药品监督管理局 （NMPA）和美国食品药品监督管理局（FDA）提交新药临床试验申请（IND）。 1月29日，药明生物与生诺医药共同宣布，双方就创新双特异性抗体SND006的工艺开发和生产达成战略 合作。根据双方签署的协议，生诺医药将借助药明生物在生物药开发和生产领域积累的丰富经验和规模 化生产能力，推进SND006的临床前药学研究和临床样品制备，加速临床申报进程。 （药明生物公众号） ...

0:00 据药明生物官微，药明生物与生诺医药1月29日共同宣布，双方就创新双特异性抗体SND006的工艺开发 和生产达成战略合作。SND006拟用于治疗炎症性肠病（IBD）等自身免疫性疾病。 ...

SHANGHAI, Jan. 26, 2026 /PRNewswire/ -- WuXi Biologics (2269.HK), a global leading Contract Research, Development and Manufacturing Organization (CRDMO), and HanchorBio Inc. (TPEx: 7827), a global clinical-stage biotechnology company advancing next-generation immunotherapies for oncology and autoimmune diseases, jointly announced today the signing of a strategic collaboration agreement on the development and manufacturing of multiple next-generation bi-/multi-functional fusion programs from HanchorBio’s pip ...

2026年1月26日，药明生物与汉康生技(HanchorBio, Inc.)联合宣布，双方已签署战略合作协议，共同推进多种新一代双特异性抗体及多特异性抗体的开发 与生产。 （来源：药研网） 汉康生技董事长刘汉铮（左）与药明康德生物制剂首席执行官陈文杰（右）在战略合作签约仪式上。 此次合作旨在加速临床转化进程，提升CMC执行效率，并支持汉科生物基于Fc基设计生物制剂（FBDB™）平台开发的创新融合蛋白产品组合实现全球规 模化开发与生产。 根据协议，药明康德生物制剂将提供端到端的生物制剂开发与生产一体化服务，涵盖细胞系开发、工艺与生物测定开发、制剂配方开发及GMP生产。 汉康生技成立于2020年12月,是一家全球临床阶段的生物科技公司，专注于肿瘤及自身免疫疾病领域的下一代免疫疗法研发,基于Fc的设计生物制剂 （FBDB™平台）支持设计具有多样靶向方式的多功能生物制剂，旨在激活先天和适应性免疫通路，以克服当前抗PD1/L1免疫疗法的挑战。FBDB™平台 已成功在多个体内肿瘤动物模型中提供了概念验证数据 去年9月，汉康生技完成1.6亿元人民币增资，用于加速多款新药研发。 （来源：药研网） 2026年1月26日，药明生 ...

Core Viewpoint - Since January 20, WuXi Biologics (02269) has outperformed its mainland CRO peers and the overall healthcare sector, indicating its relative resilience in the market [1] Group 1: Company Performance - WuXi Biologics has shown better stock performance compared to mainland CRO peers and the broader healthcare sector since January 20 [1] - The company benefits from a more diversified shareholder structure, which helps mitigate geopolitical risk impacts [1] Group 2: Growth Potential - There is an increased visibility for accelerated growth before 2026, suggesting that the company's potential performance may exceed current expectations [1] - As peers in the industry are expected to miss profit expectations in Q4 2025, capital is likely to flow back to WuXi Biologics [1] Group 3: Market Position and Valuation - WuXi Biologics remains the preferred stock in the mainland CRO/CDMO sector according to the report [1] - The company's valuation is at a discount compared to global peers, indicating potential for upward adjustment [1] - The target price for WuXi Biologics is set at 48.5 yuan, with a rating of outperforming the market [1]

Group 1 - The core viewpoint of the report is that WuXi Biologics (02269) has outperformed its mainland CRO peers and the overall healthcare sector since January 20 [1] - The company is considered to have relative resilience due to a more diversified shareholder structure, which helps buffer against geopolitical risks [1] - There is an increased visibility of accelerated growth before 2026, with potential performance possibly exceeding current expectations [1] Group 2 - As competitors in the CRO/CDMO sector are expected to underperform in Q4 2025, capital is likely to flow back to WuXi Biologics [1] - WuXi Biologics remains the preferred stock in the mainland CRO/CDMO space, with a valuation discount compared to global peers [1] - The target price for WuXi Biologics is set at 48.5 yuan, with a rating of outperforming the market [1]

Core Viewpoint - Since January 20, WuXi Biologics has outperformed its mainland CRO peers and the overall healthcare sector, indicating its relative resilience in the market [1] Group 1: Company Performance - WuXi Biologics has shown better stock performance compared to mainland CRO peers and the overall healthcare sector since January 20 [1] - The company benefits from a more diversified shareholder structure, which helps buffer against geopolitical risks [1] Group 2: Growth Potential - There is an increased visibility for accelerated growth by 2026, suggesting potential performance may exceed current expectations [1] - As peers in the industry failed to meet profit expectations in Q4 2025, capital is flowing back to WuXi Biologics [1] Group 3: Market Position and Valuation - WuXi Biologics remains the preferred stock in the mainland CRO/CDMO sector according to the report [1] - The company's valuation is at a discount compared to global peers, indicating potential for upside [1] - The target price set for WuXi Biologics is HKD 48.5, with a rating of "outperform" [1]