ER-KANG(300267) 2 1 Shi Ji Jing Ji Bao Dao·2025-04-22 23:46Policy Developments - The 2025 National Drug Adverse Reaction Monitoring and Evaluation Work Conference was held in Kunming, emphasizing the steady growth in the quantity and quality of reports in 2024, effective risk prevention, and enhanced monitoring capabilities [1] Drug Approvals - The PD-1 inhibitor Opdivo® (Nivolumab injection) received approval from the NMPA for a new indication as neoadjuvant therapy in combination with platinum-based chemotherapy for resectable non-small cell lung cancer (NSCLC) patients [2] - DuRui Pharmaceutical announced that its sodium acetate compound injection received a drug registration certificate from the NMPA, indicated for extracellular fluid supplementation and correction of metabolic acidosis [3] - Ultomiris® (Ravulizumab injection) was approved in China for the treatment of adult generalized myasthenia gravis (gMG) patients, with approximately 113,000 diagnosed cases in China [4] Financial Reports - Erkang Pharmaceutical reported a 28.19% year-on-year increase in Q1 2025 revenue to 354 million yuan, with a net profit of 28.11 million yuan, up 868.91% [5] - Teva Biopharmaceuticals announced a 23.48% increase in Q1 2025 revenue to 673.35 million yuan, with a net profit of 18.21 million yuan, reflecting a 41.40% growth due to increased sales of its key product [6] Capital Markets - Aladdin plans to invest in Shanghai Yamei Biotechnology Co., acquiring a total of 25% equity through a two-step investment process [8] - United InnoMed completed over 100 million yuan in financing, aimed at developing and registering multiple core products [9] Industry Events - Hualan Biological and Ganli Pharmaceutical signed a strategic cooperation agreement for the supply of syringe components, with a commitment to purchase 200 million units over three years [10] - Peking University Pharmaceutical announced the termination of a long-term service contract with Peking University International Hospital, which is expected to reduce revenue by approximately 600 million yuan [11] - Shanghai Changzheng Hospital successfully cured multiple type 1 diabetes patients through islet transplantation, marking a significant advancement in regenerative medicine [12] Public Sentiment Alerts - Sanbo Brain Science announced that its chairman is under investigation, which may create uncertainty in the market regarding the company's future performance [13]