长护险将逐步覆盖所有参保人；减重版司美格鲁肽国内获批新适应证

Policy Developments - The National Healthcare Security Administration announced that the long-term care insurance system will transition from pilot programs to full establishment during the 14th Five-Year Plan period, aiming to cover nearly 300 million people and benefit over 3.3 million disabled individuals, with total fund expenditures exceeding 100 billion yuan [2] Drug and Device Approvals - Novo Nordisk's weight-loss version of semaglutide injection has been approved in China for cardiovascular indications, aimed at reducing the risk of major cardiovascular adverse events in adults with a BMI of 27 or higher who have been diagnosed with cardiovascular disease. The drug can achieve over a 20% weight reduction in about one-third of patients and reduce the risk of major adverse cardiovascular events by 20% [4] - GlaxoSmithKline announced that its new drug, Meplazumab injection, has been approved in China for the maintenance treatment of adults with chronic obstructive pulmonary disease (COPD) characterized by elevated eosinophils [5] Capital Market Activities - Weisi Medical plans to sell part of its fixed assets for a total price of 119 million yuan, which is expected to impact the company's net profit attributable to shareholders by approximately 10 million yuan in 2026 [8] - AstraZeneca and JAKS Pharmaceuticals have reached a global exclusive licensing agreement for the pan-KRAS inhibitor JAB-23E73, with JAKS receiving an upfront payment of 100 million USD and potential milestone payments of up to 1.915 billion USD [9] Industry Events - XinNuoWei announced the resignation of board member Cai Lei due to work changes, who will focus on his role at Shiyao Group, which is aligned with the group's strategy of "innovation + internationalization" [11] - Sanli Pharmaceutical signed a technology transfer contract with Hainan University for the HXW2324 compound and related patents, with a total transfer price of 200 million yuan, aimed at developing new treatments for Alzheimer's disease [12] - A new vaccine strategy developed by the Scripps Research Institute aims to prevent fatal filovirus infections by using engineered self-assembling protein nanoparticles to display viral surface proteins, enhancing immune response [13]