四川科伦药业股份有限公司（以下简称"公司"）近日获悉，公司控股子公司四川科伦博泰生物医药股份 有限公司（以下简称"科伦博泰"）与Crescent Biopharma, Inc.及其全资子公司Crescent Biopharma Operating Company, LLC (以下合称"Crescent"或"Crescent Biopharma")已建立战略合作伙伴关系，共同开 发和商业化肿瘤治疗手段（包括新型联用疗法）。 一、合作基本情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002422 证券简称：科伦药业 公告编号：2025-083 四川科伦药业股份有限公司 关于子公司与Crescent Biopharma合作业务进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 CR-001(亦称SKB118) CR-001是一款四价双抗，目前正开发用于治疗实体瘤。其结合了肿瘤学中两种互补且经过验证的作用 机制一一PD-1和VEGF阻断，其中对PD-1检查点的抑制可恢复T细胞识别和摧毁肿瘤细胞的能力，而 VEGF阻断可减少对肿瘤细胞的血液供 ...

公告显示，此次合作涉及科伦博泰一款靶向整合素β6(ITGB6)并以拓扑异构酶抑制剂为载荷的抗体偶联 药物(ADC) SKB105，以及Crescent一款程序性细胞死亡-1(PD-1)×血管内皮生长因子(VEGF)双特异性抗 体CR-001。这两款候选药物均正在开发用于治疗实体瘤，预计于2026年第一季度开展1/2期单药治疗临 床试验。 基于此次合作，科伦博泰将向Crescent收取8000万美元的首付款，并有资格收取高达12.5亿美元的里程 碑付款，以及基于SKB105净销售额的中个位数至低双位数百分比的分级特许权使用费。Crescent将向科 伦博泰收取2000万美元的首付款，并有资格收取高达3000万美元的里程碑付款，以及基于CR-001净销 售额的低至中个位数百分比的分级特许权使用费。 北京商报讯（记者 丁宁）12月4日晚间，科伦药业（002422）发布公告称，公司近日获悉，公司控股子 公司四川科伦博泰生物医药股份有限公司（以下简称"科伦博泰"）与Crescent Biopharma, Inc.及其全资 子公司Crescent Biopharma Operating Company, LLC(以下合称 ...

Core Viewpoint - The strategic partnership between Sichuan Kelun Biotech Co., Ltd. and Crescent Biopharma aims to develop and commercialize innovative cancer therapies, including new combination treatments [1][2]. Group 1: Partnership Details - The collaboration involves Kelun Biotech's SKB105, an antibody-drug conjugate targeting integrin β6, and Crescent's dual-specific antibody CR-001, which targets PD-1 and VEGF, both intended for solid tumor treatment [2]. - The partnership grants Crescent exclusive rights to research, develop, manufacture, and commercialize SKB105 outside of Greater China, while Kelun Biotech receives exclusive rights for CR-001 within Greater China [2]. Group 2: Financial Aspects - Kelun Biotech will receive an upfront payment of $80 million from Crescent, with potential milestone payments up to $1.25 billion and tiered royalties based on SKB105's net sales [3]. - Crescent will pay Kelun Biotech an upfront fee of $20 million, with milestone payments up to $30 million and tiered royalties based on CR-001's net sales [3]. Group 3: Strategic Implications - This collaboration enhances Kelun Biotech's differentiated oncology pipeline and accelerates the global development of SKB105, increasing its commercial potential and expanding the company's global partnership network [3]. - The partnership leverages both companies' resources to explore new monotherapy and combination therapy strategies in cancer treatment, maximizing the therapeutic potential of both candidates in China and globally [3].

Core Insights - The company, Kelun Pharmaceutical, has established a strategic partnership with Crescent Biopharma to jointly develop and commercialize oncology treatment methods [1] Group 1: Partnership Details - The collaboration involves two candidate drugs: Kelun's SKB105 and Crescent's CR-001 [1] - Kelun grants Crescent exclusive rights to develop SKB105 in markets outside the US, Europe, and Greater China, while Crescent grants Kelun exclusive rights to develop CR-001 in Greater China [1] Group 2: Financial Aspects - Kelun will receive an upfront payment of $80 million from Crescent and has the potential to earn up to $1.25 billion in milestone payments [1] Group 3: Strategic Implications - This partnership allows Kelun to enhance and diversify its oncology research pipeline by incorporating CR-001 [1]

此次合作涉及科伦博泰一款靶向整合素β6(ITGB6)并以拓扑异构酶抑制剂为载荷的抗体偶联药物 (ADC)SKB105，以及Crescent一款程序性细胞死亡-1(PD-1)×血管内皮生长因子(VEGF)双特异性抗体CR- 001。这两款候选药物均正在开发用于治疗实体瘤，预计于2026年第一季度开展1/2期单药治疗临床试 验。 人民财讯12月4日电，科伦药业（002422）12月4日公告，公司控股子公司科伦博泰与Crescent Biopharma,Inc.及其全资子公司(合称"Crescent"或"Crescent Biopharma")已建立战略合作伙伴关系，共同 开发和商业化肿瘤治疗手段(包括新型联用疗法)。 ...

格隆汇12月4日丨科伦博泰生物-B(06990.HK)宣布，公司与Crescent Biopharma,Inc.及其全资子公司 Crescent Biopharma Operating Company, LLC(连同Crescent Biopharma,Inc.合称「Crescent」或「Crescent Biopharma」)已建立战略合作夥伴关系，共同开发和商业化肿瘤治疗手段(包括新型联用疗法)。 基于此次合作，公司将向Crescent收取8,000万美元的首付款，并有资格收取高达12.5亿美元的里程碑付 款，以及基于SKB105净销售额的中个位数至低双位数百分比的分级特许权使用费。若Crescent近期发生 控制权变更或与第三方签订分许可协议，公司亦有资格向Crescent收取额外款项。Crescent将向公司收取 2,000万美元的首付款，并有资格收取高达3,000万美元的里程碑付款，以及基于CR-001净销售额的低至 中个位数百分比的分级特许权使用费。 此次合作涉及公司一款靶向整合素β6(ITGB6)并以拓扑异构酶抑制剂为载荷的抗体偶联药物 (ADC)SKB105，以及Crescent一款程序性细胞 ...

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份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。 Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. 四川科倫博泰生物醫藥股份有限公司 （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：6990） 自願公告 與Crescent Biopharma合作業務進展 董 事 會 認 為，此 次 合 作 符 合 本 公 司 及 其 股 東 的 整 體 最 佳 利 益。此 次 合 作 通過引入CR-001補 充 和 加 強 了 本 公 司 差 異 化 的 腫 瘤 研 發 管 線，同 時 助 力 推 進SKB105的 全 球 開 發 進 程，提 升 其 潛 在 的 商 業 價 值 並 擴 展 本 公司的全 球合作網 絡。這 一 創 新 的 全 球 合 作 模 式 有 效 地 整 合 了 雙 方 的 優 勢 ...

Financial Data and Key Metrics Changes - The company anticipates a greater than $5 billion commercial opportunity starting at the end of the decade and escalating into the early 2030s [10] - The influenza program is expected to provide protection to approximately 110 million people in the U.S., with 85 million being high-risk or immunocompromised individuals [9] Business Line Data and Key Metrics Changes - The launch of Ohtuvayre for COPD treatment has received excellent feedback, and the company sees a significant opportunity to scale this product [17][18] - Winrevair in pulmonary arterial hypertension (PAH) is meeting high expectations, with continuous positive feedback from the medical community [28][29] Market Data and Key Metrics Changes - In the last influenza season, there were 1.6 million hospitalizations due to influenza in the U.S., highlighting the high unmet medical need [10] - The company is seeing strong uptake in the triple segment of the PAH population, with plans to penetrate further into the dual category [32] Company Strategy and Development Direction - The company is focusing on the commercialization of CD388, an antiviral treatment for influenza that is strain agnostic and effective across various populations [6][8] - The strategy includes leveraging existing commercial capabilities to enhance the launch and market penetration of new products like Ohtuvayre and Winrevair [20][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the significant unmet need in the influenza market and the potential for CD388 to address this issue effectively [5][6] - The company is optimistic about the future of its respiratory portfolio and the potential for new products to transform patient outcomes [19][20] Other Important Information - The company is preparing for the launch of an oral PCSK9 inhibitor, which is expected to improve access and adherence for patients needing cholesterol management [40][46] - The company is also exploring multiple indications for its TL1A mechanism, which has shown promise in inflammatory and fibrotic diseases [67][68] Q&A Session Summary Question: Insights on the Cidara deal and its growth opportunity - Management highlighted the high unmet medical need for influenza treatment and the strain-agnostic efficacy of CD388, which is expected to be a significant commercial opportunity [5][6] Question: Commercial approach for high-risk patients - The company plans to include both vaccinated and unvaccinated high-risk individuals in the phase 3 program, with payer research indicating a favorable price point for the treatment [12][13] Question: Feedback on Ohtuvayre and its market potential - The feedback from customers has been excellent, and the company believes it can significantly scale the product using its commercial engine [17][18] Question: Future steps for Winrevair in PAH - Management expressed confidence in the product's performance and noted that they are seeing positive feedback and uptake in the market [28][29] Question: Expectations for the oral PCSK9 program - The company anticipates that the oral PCSK9 will provide robust LDL lowering and improve access for patients, potentially changing treatment guidelines [40][46] Question: Update on Gardasil and vaccine portfolio - The company expects modest growth for Gardasil moving forward, with ongoing efforts to drive vaccination rates globally [54][55] Question: TL1A mechanism and future indications - Management is optimistic about the TL1A mechanism's potential across multiple indications, with several phase 2 studies planned [67][68]

Core Viewpoint - Fuhong Hanlin (02696) shares increased by over 5%, currently trading at 70.15 HKD with a transaction volume of 16.35 million HKD, driven by the announcement of their participation in ESMO ASIA 2025 [1] Group 1: Upcoming Event - ESMO ASIA 2025 will be held from December 5 to December 7 in Singapore [1] - Fuhong Hanlin will present four products at the conference, including HLX43 (PD-L1 ADC), H drug Hanshu (Sru Li monoclonal antibody, European brand name: Hetronifly), HLX11 (biosimilar of Pertuzumab, US brand name: POHERDY), and HLX78 (Lasofoxifene tablets) [1] - The company will showcase 10 latest research data through oral presentations and posters, highlighting its diverse layout and cutting-edge exploration in cancer treatment [1] Group 2: Clinical Data - The Phase II clinical data for the broad-spectrum anti-tumor ADC HLX43 in the cervical cancer field will be released for the first time at the conference [1]

Core Viewpoint - The European Commission has approved a new indication for Sugrilimab, allowing its use as a monotherapy for adult patients with unresectable stage III non-small cell lung cancer (NSCLC) who have PD-L1 expression ≥1%, no EGFR sensitive mutations or ALK/ROS1 genomic alterations, and have not experienced disease progression after platinum-based chemoradiotherapy [1] Company Summary - 基石药业's CEO, Dr. Yang Jianxin, highlighted that this new indication approval comes just one year after the first approval for Sugrilimab in the first-line treatment of metastatic squamous and non-squamous NSCLC, marking comprehensive coverage from stage III to IV NSCLC in Europe [1] - The company aims to enhance the accessibility of Sugrilimab globally, reaffirming its long-term commitment to patients [1] Industry Summary - The approval of Sugrilimab as the second PD-(L)1 antibody for stage III NSCLC in Europe addresses a critical treatment need in this disease area [1] - The efficient execution of the clinical development and registration team at 基石药业 has ensured a swift and smooth approval process under the European Medicines Agency (EMA) review pathway [1]