Group 1 - The stock of Qianxin Biopharmaceuticals-B (02509) rose over 6%, reaching 29.04 HKD with a trading volume of 15.28 million HKD [1] - Tianfeng Securities forecasts that the market size for autoimmune disease drugs in China will reach 36.3 billion RMB by 2024, with the share of biological agents increasing to 65.6% by 2030 [1] - The market size for psoriasis in China is expected to reach 30.65 billion RMB by 2030, while the market for ankylosing spondylitis is projected to be approximately 46.3 billion RMB by 2030 [1] Group 2 - The company has a rich product pipeline in the autoimmune monoclonal antibody sector, including QX001S (IL-23p40), the first approved biosimilar of ustekinumab in China, which significantly improves the clinical accessibility of psoriasis treatment [2] - QX008N (TSLP) has completed Phase II enrollment for chronic obstructive pulmonary disease, leading among domestic products [2] - QX005N (IL-4Rα) has received breakthrough therapy designation and completed Phase III enrollment for nodular prurigo [2] - QX002N (IL-17A) has completed Phase III trials for ankylosing spondylitis, with a BLA submission expected in the second half of 2025 [2] - QX004N (IL-23p19) has shown significant efficacy and safety in treating psoriasis and has initiated Phase III trials [2] - QX013N is the first c-kit targeted biologic in China, having completed Phase I trials for chronic spontaneous urticaria [2]
荃信生物-B午前涨超6% 公司自免单抗管线产品布局丰富 QX002N预计下半年提交BLA