Market Overview - The pharmaceutical and biotechnology index increased by 2.19%, outperforming the Shanghai Composite Index by 2.65 percentage points, ending a two-month period of sluggish performance [3] - The innovative drug index (BK1106) rose by 4.93%, while the Hang Seng Healthcare Index (HSCICH) saw a 7.18% increase [3] - The Hong Kong innovative drug ETF (513120) experienced a 5.90% rise [3] Company Highlights - Fuxiang Pharmaceutical, primarily engaged in the research, production, and sales of anti-infection drug raw materials and intermediates, saw its stock price surge by 64.46% [4] - Beibete-U, an innovative drug company that recently listed on the STAR Market, faced a significant decline, attributed to its slow clinical trial progress and lack of immediate product support [5] - Jiayou Bio's merger proposal with Yiteng Pharmaceutical Group marks the first reverse acquisition case under the Hong Kong 18A listing rules for biotech companies [6][7] Clinical Trials - A total of 94 new clinical trial registrations were disclosed, with 37 being in Phase II or above [9] - Notable trials include HLX43, an ADC targeting PD-L1 for advanced pancreatic cancer, which has commenced its Phase II clinical study [18] Product Approvals - Three innovative drugs received approval, including Vepaglutide for type 2 diabetes, marking a significant milestone for Paige Bio [13][15] - The competitive landscape for GLP-1 drugs is intensifying, with major players like Novo Nordisk and Eli Lilly holding a combined market share of 84% [15][16]
派格生物首个产品获批，GLP-1赛道已有16个玩家；复宏汉霖HLX43启动II期临床，适应证为胰腺导管腺癌 | 掘金创新药