Zhi Tong Cai Jing·2026-01-29 12:36Core Viewpoint - The company, Nocera Biopharma (688428.SH), is expected to achieve profitability for the first time in 2025, with a projected net profit of approximately 633 million yuan, an increase of about 1.074 billion yuan compared to the same period last year [1] Group 1: Financial Performance - The net profit attributable to the parent company is projected to be around 633 million yuan, marking a significant increase of approximately 1.074 billion yuan year-on-year [1] - The company anticipates rapid growth in drug sales revenue for 2025, driven by new approvals and existing product performance [1] Group 2: Product Approvals - In April 2025, the drug Obutinib received approval for a new indication for first-line treatment of adult patients with Chronic Lymphocytic Leukemia (CLL) / Small Lymphocytic Lymphoma (SLL) [1] - Obutinib is the first and only BTK inhibitor approved in China for the indication of Marginal Zone Lymphoma (MZL) [1] - In May 2025, the application for the combination of Tanshizhuo monoclonal antibody and Lenalidomide for the treatment of adult patients with relapsed/refractory Diffuse Large B-Cell Lymphoma (r/r DLBCL) was approved by NMPA [1] Group 3: Business Development - Business Development (BD) revenue is another key factor contributing to the rapid growth of operating income in 2025 [2] - The company achieved two BD transactions in 2025, including a licensing collaboration with Prolium Bioscience Inc. regarding the CD20×CD3 bispecific antibody ICP-B02 (CM355) in January [2] - In October 2025, the company entered into a licensing agreement with Zenas BioPharma, Inc. concerning Obutinib and two preclinical molecular-related rights [2]