云顶新耀销售超十亿元的肾病药被强仿后，广州知识产权法院裁定停止侵权

Group 1 - Genscript Biotech's stock price surged over 5% due to a significant development in the patent protection of its core product, the nephrology drug Neficon (Budesonide Enteric-Coated Capsules) [1] - The Guangzhou Intellectual Property Court ruled in favor of Genscript Biotech on February 26, 2026, supporting the company's request for pre-litigation preservation and ordering related generic drug companies to cease infringement immediately [1] - Neficon, introduced from Sweden's Calliditas in June 2019, received approval from the Chinese National Medical Products Administration in November 2023 for treating adult patients with primary IgA nephropathy at risk of progression, filling a treatment gap in China [1] Group 2 - Neficon's patent is valid until May 7, 2029, but a generic version by Hainan Huirui Pharmaceutical Co., Ltd. was approved for market entry in December 2025, causing concerns in the capital market [1] - Genscript Biotech's stock price fell over 20% cumulatively by December 2025 due to the generic competition, and the stock has not yet recovered [1] - Neficon is a major revenue source for Genscript Biotech, with sales exceeding 1 billion yuan in the first three quarters of 2025 [1] Group 3 - Genscript Biotech is also focusing on new products, having announced in February 2026 that the National Medical Products Administration approved the new drug application for VisiPing (Arginine Acetate Tablets) for treating moderate to severe active ulcerative colitis in adults who do not respond adequately to traditional treatments or biologics [2] - The approval of VisiPing provides a new treatment option for adult patients with moderate to severe active ulcerative colitis [2]