Core Insights - CloudTop New Horizon (HKEX: 1952) has signed two strategic cooperation agreements with Haisen Biotech, which are expected to create significant financial and strategic synergies, enhancing the operational efficiency of its commercialization platform and accelerating the commercialization capabilities in the cardiovascular disease sector [1][3] Group 1: Agreements Overview - The commercialization service agreement allows CloudTop New Horizon to provide commercialization services for six mature products from Haisen Biotech, covering critical care, cardiovascular, and metabolic treatment areas, with service fees ranging from 20% to 55% of quarterly net sales [1][2] - The licensing agreement grants CloudTop New Horizon exclusive rights for the further clinical development, registration, and commercialization of Lerodalcibep in Greater China, a third-generation PCSK9 inhibitor [2][3] Group 2: Product and Market Potential - Lerodalcibep offers advantages such as a monthly injection and small volume subcutaneous administration, addressing issues of high dosing frequency and storage convenience, which significantly enhances patient compliance [2][3] - Clinical trials involving over 2,500 patients demonstrate that Lerodalcibep can reduce LDL-C levels by over 60% in cardiovascular disease patients and over 55% in patients with familial hypercholesterolemia [2] - The PCSK9 inhibitor market in China is projected to grow rapidly, with an estimated market size of approximately 3 billion yuan in 2024, reflecting a year-on-year increase of 95%, and expected to reach 10 billion yuan by 2030 [3] Group 3: Strategic Implications - The agreements are expected to solidify CloudTop New Horizon's commercialization foundation in China, enhance market share, and inject core growth drivers into its cardiovascular business [3][4] - The collaboration reflects a strategic shift in the industry, where Chinese innovative pharmaceutical companies are transitioning from single product development to platform and diversified strategies [4]
云顶新耀与海森生物签署战略合作协议，深化心血管和商业化布局