新 京 报 √ 贝壳财经 V 中国互联网发展暴金会 在付未来产业 TFF Scholor 生物医药 打卡北京小巨人 诺诚健华企业传播执行总监陆春华: 近年来,创新药作为新质 生产力代表,形成了北京 的支柱行业。归根结底, 在中国发展创新药的根本 意义,在于解决那些尚未 被满足的临床需求。 B GG 2 官方发布的数据显示，2024年北京全市医药健康产业规模实现万亿级跃升。在此背后，是北京市持续推动的"南北 联动"战略布局。南部，以国际医药健康创新园为依托，与大兴生物医药基地协同发力，共同构建产业升级的新引 擎；北部，则以中关村生命科学园为核心，贯通海淀与昌平两区，重点打造国际医疗器械城、合成生物制造集聚 区和美丽健康产业园，着力建设原始创新与未来产业的重要"策源地"。在产业布局持续优化的同时，北京市不断 完善顶层设计，滚动实施三个"医药健康协同创新三年行动计划"，连续两年发布促进创新医药高质量发展的"32 条"措施。同时，围绕医疗器械、合成生物制造、脑机接口、细胞与基因治疗等重点领域推出多项专项政策，逐步 搭建全方位、立体化的政策体系。 ...

Core Insights - The article discusses the economic outlook for 2026 and the strategic development goals of companies in response to the central economic work conference's emphasis on expanding domestic demand and optimizing supply [1][2]. Company Developments - In 2025, the company will celebrate its 10th anniversary, marking a significant milestone with multiple "China's first" achievements in the biopharmaceutical sector [7]. - The company has entered into a major collaboration with Zenas worth over $2 billion, setting a record for external licensing in China's small molecule field [7]. - The company has achieved profitability two years ahead of schedule due to significant commercial developments and partnerships [7]. Product Innovations - The company has received approval for two innovative drugs: the first CD19 monoclonal antibody for treating diffuse large B-cell lymphoma (DLBCL) and the first domestically developed next-generation TRK inhibitor [7][8]. - The company is advancing multiple clinical trials for its BCL2 inhibitor Mesutoclax, which has shown significant efficacy in treating various blood cancers [8]. - The company is also progressing with its BTK inhibitor, which has entered phase III clinical trials for several indications, including systemic lupus erythematosus (SLE) and immune thrombocytopenic purpura (ITP) [8]. Strategic Goals for 2026 - The company aims to launch five to six innovative drugs and develop five to ten differentiated clinical candidates, focusing on global expansion and innovation [9][10]. - The company plans to enhance its overseas team capabilities and accelerate its globalization efforts, targeting three to four products for global markets [10]. - The company will maintain a strong entrepreneurial spirit and agility in execution to navigate uncertainties and drive rapid growth [10].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或 因依賴該等內容而引致的任何損失承擔任何責任。 InnoCare Pharma Limited 諾誠健華醫藥有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：9969） 根據2023年股權激勵計劃 授予受限制股份單位 根據上市規則第17.06A條，董事會宣佈於2025年12月31日，本公司根據2023年 股權激勵計劃授予兩名承授人1,400,000份受限制股份單位，相當於本公司於本 公告日期已發行股份總數的約0.08%。 授予受限制股份單位的詳情 授予承授人受限制股份單位的詳情如下： 授出日期： 2025年12月31日 承授人及獲授受限制股份 單位的數目： 授予兩名僱員參與者1,400,000份受限制股份單位。 概無承授人須個別披露。 購買價： 每股香港股份0.178美元（約1.39港元） – 1 – 於授出日期股份的 收市價： (i) 每股香港股份12.3港元；及 (ii) 每股人民幣股份人民幣20.52元（約2 ...

格隆汇12月31日丨诺诚健华(09969.HK)发布公告，2025年12月31日，公司根据2023年股权激励计划授予 两名承授人140万份受限制股份单位，相当于公司于本公告日期已发行股份总数的约0.08%。 ...

格隆汇12月31日丨诺诚健华(09969.HK)发布公告，2025年12月31日，公司根据2023年股权激励计划授予 两名承授人140万份受限制股份单位，相当于公司于本公告日期已发行股份总数的约0.08%。 ...

智通财经APP讯，诺诚健华(09969)发布公告，于2025年12月31日，公司根据2023年股权激励计划授予两 名承授人140万份受限制股份单位，相当于公司于本公告日期已发行股份总数的约0.08%。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或 因依賴該等內容而引致的任何損失承擔任何責任。 InnoCare Pharma Limited 諾誠健華醫藥有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：9969） 承授人及獲授受限制股份 單位的數目： 授予兩名僱員參與者1,400,000份受限制股份單位。 概無承授人須個別披露。 購買價： 每股香港股份0.178美元（約1.39港元） 根據2023年股權激勵計劃 授予受限制股份單位 根據上市規則第17.06A條，董事會宣佈於2025年12月31日，本公司根據2023年 股權激勵計劃授予兩名承授人1,400,000份受限制股份單位，相當於本公司於本 公告日期已發行股份總數的約0.08%。 授予受限制股份單位的詳情 授予承授人受限制股份單位的詳情如下： 授出日期： 2025年12月31日 – 1 – 於授出日期股份的 收市價： (i) 每股香港股份12.3港元；及 (ii) 每股人民幣股份人民幣20.52元（約2 ...

Core Insights - The company has rebranded from "圣方医药研发" to "太美智研医药," positioning itself as an "AI-driven pharmaceutical research solution provider" to contribute to the innovation in the pharmaceutical industry [2] Group 1: Strategic Developments - The company is actively involved in the TALENTop Phase III study for hepatocellular carcinoma, led by Professor Fan Jia from Fudan University, with results set to be globally unveiled at the 2025 ESMO conference [4] - The company has established a clinical endpoint evaluation alliance, CMAC, which received the "Best Annual Project Award" from CMAC Club, enhancing its industry influence [17] Group 2: Professional Support and Safety Management - The company provided independent and professional adjudication support for a key Phase III registration project of a well-known pharmaceutical company [5] - It offered drug safety risk management services for Tian Shili's clinical trial of a drug for cerebral infarction, aiding in the approval of the core indication [5] Group 3: Data Science and Innovation - The company provided Data Monitoring Committee (DMC) services for the global Phase III clinical trial of a pioneering dual-antibody ADC drug, accelerating the development of innovative therapies [11] - Collaboration with Stanford University resulted in a publication in the New England Journal of Statistics, focusing on considerations for single-arm trials to support accelerated approval of oncology drugs [11] Group 4: Publications and Knowledge Sharing - The company organized the translation and publication of "Cardiovascular Safety Assessment of Drugs: Innovative Methods and Regulatory Trends," introducing authoritative international findings [13] - It contributed to the writing of "Real-World Evidence in Drug Development: From RWD to RWE," providing industry-standard references [22] Group 5: Patient Recruitment and Market Expansion - The intelligent subject recruitment system developed for Nocare received the "2025 IDC Digital Native Enterprise Special Award" [19] - The company assisted Lepu Biopharma in obtaining approval for the world's first EGFR ADC drug, MRG003 [21] Group 6: Future Outlook - The company is set to embark on a new journey in pharmaceutical innovation in 2026, aiming to build a new brilliance in the health industry [30]

Core Viewpoint - Nocera Biopharma's stock has experienced a decline recently, despite a significant year-to-date increase, indicating potential volatility in the market [1][2]. Group 1: Company Overview - Nocera Biopharma, established on November 3, 2015, and listed on September 21, 2022, is based in Beijing and focuses on the research, production, and commercialization of biopharmaceuticals [2]. - The company specializes in areas with unmet clinical needs, particularly in oncology and autoimmune diseases, with a product pipeline that includes ICP-022, ICP-B04, ICP-490, ICP-192, and ICP-723 [2]. - Revenue composition as of the latest report shows that 87.67% comes from drug sales, 12.04% from technology licensing, and 0.15% each from testing and research services [2]. Group 2: Financial Performance - For the period from January to September 2025, Nocera Biopharma reported a revenue of 1.115 billion yuan, reflecting a year-on-year growth of 59.85% [2]. - The company recorded a net profit attributable to shareholders of -64.41 million yuan, which is a 76.61% increase compared to the previous period [2]. Group 3: Stock Performance and Market Activity - As of December 25, Nocera Biopharma's stock price was 21.41 yuan per share, with a market capitalization of 37.781 billion yuan [1]. - The stock has increased by 74.35% year-to-date but has seen a decline of 2.68% over the last five trading days, 17.30% over the last 20 days, and 23.75% over the last 60 days [1]. - Recent trading activity indicates a net outflow of 13.5825 million yuan from major funds, with significant selling pressure observed [1]. Group 4: Shareholder Composition - As of September 30, 2025, the number of shareholders increased to 16,500, up by 8.66% from the previous period [2]. - Notable changes in the top ten shareholders include a decrease in holdings by some funds and the entry of new shareholders, indicating shifts in institutional interest [3].

Core Viewpoint - The report from Guoyuan International highlights the strong performance of Oubutini in the SLE IIb trial, indicating significant potential for the company in the autoimmune disease sector [1] Group 1: Clinical Trial Results - Oubutini demonstrated a SRI-4 response rate of 57.1% in the 75mg group, significantly higher than the placebo group at 34.4% [1] - In the subgroup with baseline BILAG≥1A or ≥2B, the SRI-4 response rate improved by 35% compared to the placebo group [1] - In the subgroup with BILAG≥1A or ≥2B and SLEDAI-2K score ≥4, the improvement was 43% [1] Group 2: Regulatory Approvals and Product Pipeline - The CDE has approved the initiation of a Phase III clinical trial for Oubutini in treating SLE, with the first patient expected to be enrolled in Q1 2026 [1] - The company has accelerated its product pipeline with the approval of Zolacutini for market release [1] - The new TYK2 inhibitor ICP-488 for treating cutaneous lupus erythematosus (CLE) has also received CDE approval to commence Phase II clinical trials [1] Group 3: Financial Position and Valuation - The company holds approximately 7.2 billion yuan in cash and related accounts, sufficient for ongoing innovative research [1] - The company is driven by scientific innovation, showcasing strong product capabilities [1] - Based on the DCF model, a target price of 16.81 HKD is set, indicating a potential upside of 28% from the current price [1]