荃信生物-B涨超10% 拟重续QX001S框架协议年度上限 公司自免双抗价值持续兑现

Group 1 - The stock of Zai Lab Limited (荃信生物-B) increased by over 10%, reaching HKD 20.92 with a trading volume of HKD 10.62 million [1] - The board of directors has proposed a new annual cap for continuing connected transactions for the fiscal years 2026 to 2028, based on the business needs following the commercialization of QX001S [1] - The profit-sharing cap is expected to rise significantly from RMB 55 million in 2026 to RMB 290 million in 2028 [1] Group 2 - Zai Lab has entered into a global exclusive collaboration and licensing agreement with Roche for its self-developed long-acting dual antibody QX031N [2] - Under the agreement, Roche will receive exclusive global rights for research, development, registration, production, and commercialization of QX031N, with Zai Lab receiving an upfront payment of USD 75 million and up to USD 995 million in milestone payments [2] - Zai Lab is recognized as a leader in the domestic innovative autoimmune drug sector, with a mature pipeline that is moving towards realization, enhancing its financial capabilities [2]