安科生物一款抗HER2创新药获批临床 公司：将优先推进该药物在乳腺癌和胃癌的探索研究

Core Viewpoint - The long-standing monopoly of Changchun High-tech in the long-acting growth hormone market has been broken by the approval of Teva's growth hormone injection, prompting both Changchun High-tech and Anke Bio to seek transformation and breakthroughs in response to increased market competition [1] Group 1: Company Developments - Anke Bio announced that its AK2024 injection has received approval for clinical trials in HER2-positive advanced solid tumors, leading to a nearly 8% increase in its stock price following the announcement [1] - The company has initiated an overseas product launch plan and is prioritizing research on breast cancer and gastric cancer for AK2024, a new anti-HER2 monoclonal antibody [1][2] - AK2024's mechanism involves blocking HER2 protein interactions and inhibiting key tumor signaling pathways, which significantly enhances its anti-tumor activity compared to existing treatments [2] Group 2: Financial Performance - Anke Bio reported a revenue of approximately 2.536 billion yuan in 2024, a year-on-year decrease of 11.51%, with a net profit of about 707 million yuan, down 16.56% [3] - In Q1 2025, the company continued to experience a decline in performance, with revenues of approximately 629 million yuan, a decrease of 4.17%, and a net profit of about 209 million yuan, down 4.02% [3] - The decline in revenue was attributed to decreased sales in key business segments, while increased marketing expenditures for new products further compressed profit margins [3] Group 3: Future Outlook - Anke Bio emphasizes that oncology will be a key focus area, with its first antibody drug, trastuzumab (brand name: Ansaiting), approved in October 2023, and multiple oncology products in clinical trials [4] - The company anticipates significant growth in sales of its trastuzumab product in 2025, alongside ongoing development in autoimmune disease treatments and other therapeutic areas [4]