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收回全球权利:宜明昂科终止合作重掌两款抗癌新药,3500万美元款项已落袋
Xin Lang Cai Jing· 2026-01-06 12:58
Core Viewpoint - Yiming Oncology (01541) has terminated its licensing agreement with Axion Bio, Inc., regaining global development and commercialization rights for two core anti-cancer drugs, IMM2510 and IMM27M, while retaining the previously received $35 million upfront and milestone payments [1] Group 1: Agreement Termination - The collaboration with Axion was initially established on August 1, 2024, granting Axion exclusive rights for the development and commercialization of IMM2510 and IMM27M outside Greater China [1] - The termination agreement allows Axion limited rights to gradually conclude its related clinical development activities [1] Group 2: Drug Details - IMM2510 is a bispecific molecule targeting VEGF/PD-L1, utilizing mAb-Trap structure to inhibit tumor angiogenesis and activate immune cells, creating an anti-tumor synergistic effect [1] - IMM27M is a next-generation CTLA-4 monoclonal antibody with enhanced ADCC activity, capable of eliminating immunosuppressive regulatory T cells in the tumor microenvironment, thereby strengthening T cell anti-tumor responses [1] Group 3: Future Development - Yiming Oncology expresses confidence in the therapeutic potential of both drugs and plans to accelerate their clinical development process [1]
宜明昂科-B重获IMM2510及IMM27M的全球权利
Zhi Tong Cai Jing· 2026-01-06 12:13
宜明昂科欣然重获IMM2510及IMM27M的全球权利。本公司对该等药物的治疗潜力充满信心,并继续 致力于加快该等资产的临床开发。 于本公告日期,本公司宣布已与Axion订立终止授权及合作协议的协议(终止协议),先前授予Axion的所 有许可(包括在大中华地区以外的全球开发及商业化权利)已重新归属于本公司,惟授予Axion一项有限 许可以逐步结束其临床开发活动。是次终止将不影响本公司根据授权及合作协议已自Axion收取的首付 款及里程碑付款3500万美元。 宜明昂科-B(01541)发布公告,根据授权及合作协议,本公司同意授予Axion在大中华地区以外研究、开 发及商业化若干靶向程序性细胞死亡配体1(PD-L1)及血管内皮生长因子(VEGF)的双特异性抗体(包括候 选产品IMM2510),以及若干靶向细胞毒性T淋巴细胞相关蛋白4(CTLA-4)的单克隆抗体(包括候选产品 IMM27M)的独家授权。 ...
宜明昂科-B(01541)重获IMM2510及IMM27M的全球权利
智通财经网· 2026-01-06 12:08
Core Viewpoint - The company has terminated its collaboration agreement with Axion, regaining global rights to certain drug candidates, including IMM2510 and IMM27M, which target PD-L1 and CTLA-4 respectively [1] Group 1: Agreement Details - The company has granted Axion exclusive rights for research, development, and commercialization of several dual-specific antibodies targeting PD-L1 and VEGF, as well as monoclonal antibodies targeting CTLA-4 [1] - A termination agreement has been established, which reverts all previously granted licenses back to the company, while allowing Axion a limited license to gradually conclude its clinical development activities [1] Group 2: Financial Implications - The termination of the agreement will not affect the $35 million in upfront and milestone payments already received from Axion [1] Group 3: Future Outlook - The company expresses confidence in the therapeutic potential of IMM2510 and IMM27M and is committed to accelerating the clinical development of these assets [1]
宜明昂科-B(01541.HK)重获IMM2510及IMM27M的全球权利
Ge Long Hui· 2026-01-06 12:06
Core Viewpoint - The company has terminated its licensing and collaboration agreement with Axion Bio, Inc., regaining global rights to its drug candidates IMM2510 and IMM27M, while still receiving a total of $35 million in upfront and milestone payments from Axion [1]. Group 1: Licensing and Collaboration Agreement - The company granted Axion exclusive rights to research, develop, and commercialize several bispecific antibodies targeting PD-L1 and VEGF, including candidate IMM2510, and monoclonal antibodies targeting CTLA-4, including candidate IMM27M [1]. - The termination of the agreement allows the company to reclaim all previously granted licenses, including global development and commercialization rights outside Greater China, while providing Axion with a limited license to wind down its clinical development activities [1]. Group 2: Financial Implications - The termination of the agreement will not affect the $35 million in upfront and milestone payments already received from Axion [1]. Group 3: Future Development Plans - The company expresses confidence in the therapeutic potential of IMM2510 and IMM27M and is committed to accelerating the clinical development of these assets [1].
宜明昂科(01541) - 内幕消息 - 宜明昂科重获IMM2510及IMM27M的全球权利
2026-01-06 12:00
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,並明確表示概不就因本公告全部或任何部分內容而產生或因 倚賴該等內容而引致的任何損失承擔任何責任。 ImmuneOnco Biopharmaceuticals (Shanghai) Inc. (於中華人民共和國註冊成立的股份有限公司) (股份代號:1541) 內幕消息 宜明昂科重獲IMM2510及IMM27M的全球權利 本公告乃由宜明昂科生物醫藥技術(上海)股份有限公司(「本公司」,連同其附 屬公司統稱「本集團」)根據香港聯合交易所有限公司證券上市規則(「上市規則」) 第13.09條及香港法例第571章證券及期貨條例第XIVA部項下的內幕消息條文(定 義見上市規則)作出。 茲提述本公司日期為2024年8月1日的公告(「該公告」),內容有關與Axion Bio, Inc.(「Axion」)有關IMM2510及IMM27M的授權及合作協議。除另有明確指明者 外,否則本公告所用詞彙與該公告所界定者具有相同涵義。 根據授權及合作協議,本公司同意授予Axion在大中華地區以外研究、開發及 商業化若干靶向程序性細胞 ...
港股异动 宜明昂科-B(01541)涨近4% 自研阿沐瑞芙普α皮下制剂IMM0306S临床研究申请获受理
Jin Rong Jie· 2025-12-19 07:01
Group 1 - The core point of the news is that Yiming Biotech-B (01541) has seen a nearly 4% increase in stock price following the announcement of the acceptance of its clinical trial application for IMM0306S, a dual-target antibody drug for systemic lupus erythematosus (SLE) by the National Medical Products Administration (NMPA) [1] - The drug IMM0306S is a subcutaneous formulation developed based on Yiming Biotech's core product IMM0306, which is the world's first clinical-stage dual-target molecule targeting CD47 and CD20, developed using the "mAb-Trap" technology platform [1] - The acceptance of the clinical trial application marks a significant advancement in the company's innovative drug development in the field of autoimmune diseases [1] Group 2 - At the 67th American Society of Hematology (ASH) annual meeting, Yiming Biotech presented data from a Phase I/II clinical study of IMM0306 combined with lenalidomide for relapsed/refractory CD20-positive follicular lymphoma, showing an objective response rate (ORR) of 91.2% and a complete response (CR) rate of 67.6% in patients who had previously failed at least one line of anti-CD20 monoclonal antibody treatment [2] - The safety profile of the combination therapy is manageable, with no risk of cytokine release syndrome reported, providing a promising new immunotherapy strategy for this currently incurable disease with limited treatment options after relapse [2]
港股异动 | 宜明昂科-B(01541)涨近4% 自研阿沐瑞芙普α皮下制剂IMM0306S临床...
Xin Lang Cai Jing· 2025-12-19 06:41
Group 1 - The core viewpoint of the news is that Yiming Biotech-B (01541) has made significant progress in the development of innovative drugs for autoimmune diseases, with the acceptance of the clinical trial application for its dual-target antibody IMM0306S by the National Medical Products Administration (NMPA) [1] - IMM0306S is a subcutaneous formulation developed based on Yiming Biotech's core product, IMM0306, which is the world's first clinical-stage dual-target specific molecule targeting CD47 and CD20, developed using the company's "mAb-Trap" technology platform [1] - The stock price of Yiming Biotech-B increased nearly 4%, with a current price of 6.23 HKD and a trading volume of 3.1192 million HKD [1] Group 2 - At the 67th American Society of Hematology (ASH) annual meeting, Yiming Biotech presented data from a Phase I/II clinical study of IMM0306 combined with lenalidomide for the treatment of relapsed/refractory CD20-positive follicular lymphoma, showing an objective response rate (ORR) of 91.2% and a complete response (CR) rate of 67.6% in patients who had failed at least one line of anti-CD20 monoclonal antibody treatment [2] - The safety profile of the combination therapy is manageable, with no risk of cytokine storm, providing a promising new immunotherapy strategy for this currently incurable disease with limited treatment options after relapse [2]
港股异动 | 宜明昂科-B(01541)涨近4% 自研阿沐瑞芙普α皮下制剂IMM0306S临床研究申请获受理
智通财经网· 2025-12-19 06:39
Group 1 - The core viewpoint of the news is that Yiming Anke-B (01541) has made significant progress in the development of innovative drugs for autoimmune diseases, with the acceptance of the clinical trial application for IMM0306S by the National Medical Products Administration (NMPA) [1] - IMM0306S is a subcutaneous formulation of the bispecific antibody targeting CD47 and CD20, developed based on the company's core product IMM0306, which is the world's first CD47xCD20 bispecific molecule to enter clinical stages [1] - The stock price of Yiming Anke-B increased by nearly 4%, with a trading volume of 3.1192 million Hong Kong dollars, reflecting positive market sentiment following the announcement [1] Group 2 - At the 67th American Society of Hematology (ASH) annual meeting, Yiming Anke presented data from the I/II clinical study of IMM0306 combined with lenalidomide for relapsed/refractory CD20-positive follicular lymphoma, showing an objective response rate (ORR) of 91.2% and a complete response (CR) rate of 67.6% [2] - The safety profile of the combination therapy was reported to be manageable, with no risk of cytokine release syndrome, indicating a promising new immunotherapy strategy for a currently incurable disease with limited treatment options [2] - The ongoing I/II phase study provides hope for patients who have failed at least one line of anti-CD20 monoclonal antibody treatment [2]
宜明昂科-B涨近4% 自研阿沐瑞芙普α皮下制剂IMM0306S临床研究申请获受理
Zhi Tong Cai Jing· 2025-12-19 06:39
Group 1 - The core viewpoint of the news is that Yiming Biotech has made significant progress in the development of innovative drugs for autoimmune diseases, specifically with the acceptance of the clinical trial application for its dual-target antibody IMM0306S by the National Medical Products Administration (NMPA) [1] - IMM0306S is a subcutaneous formulation developed based on Yiming Biotech's core product IMM0306, which is the world's first clinical-stage dual-target specific molecule targeting CD47 and CD20, developed using the "mAb-Trap" technology platform [1] - The stock price of Yiming Biotech increased by nearly 4%, with a current trading price of 6.23 HKD and a trading volume of 3.12 million HKD [1] Group 2 - At the 67th American Society of Hematology (ASH) annual meeting, Yiming Biotech presented data from a Phase I/II clinical study of IMM0306 combined with lenalidomide for the treatment of relapsed/refractory CD20-positive follicular lymphoma, showing an objective response rate (ORR) of 91.2% and a complete response (CR) rate of 67.6% in patients who had failed at least one line of anti-CD20 monoclonal antibody treatment [2] - The safety profile of the combination therapy was reported to be manageable, with no risk of cytokine release syndrome, providing a promising new immunotherapy strategy for this currently incurable disease with limited treatment options after relapse [2]
华创医药投资观点&研究专题周周谈 · 第154期:2025Q3实体药店市场分析-20251213
Huachuang Securities· 2025-12-13 12:51
www.hczq.com 证券研究报告 | 医药生物 | 2025年12月13日 华创医药投资观点&研究专题周周谈 · 第154期 2025Q3实体药店市场分析 本周专题联系人:高初蕾 华创医药团队: | 首席分析师 | 郑辰 | | 执业编号:S0360520110002 | 邮箱:zhengchen@hcyjs.com | | --- | --- | --- | --- | --- | | 联席首席分析师 | | 刘浩 | 执业编号:S0360520120002 | 邮箱:liuhao@hcyjs.com | | 医疗器械组组长 | | 李婵娟 | 执业编号:S0360520110004 | 邮箱:lichanjuan@hcyjs.com | | 中药和流通组组长 | | 高初蕾 | 执业编号:S0360524070002 | 邮箱:gaochulei@hcyjs.com | | 分析师 | 王宏雨 | | 执业编号:S0360523080006 | 邮箱:wanghongyu@hcyjs.com | | 分析师 | 朱珂琛 | | 执业编号:S0360524070007 | 邮箱:zhukechen@h ...