Group 1 - The stock price of BeyondSpring Inc. (BYSI) increased by 5.8% on August 4, reaching $2.19 per share, with a total market capitalization of $88.29 million [1] - As of June 30, 2024, BeyondSpring reported total revenue of $1.00 million, representing a year-over-year growth of 14.29%, while the net profit attributable to the parent company was -$7.26 million, showing a year-over-year increase of 42.91% [1] - BeyondSpring is a clinical-stage biopharmaceutical company focused on developing novel cancer therapies, including advanced tumor immunotherapy [1] Group 2 - The company was founded in 2013 and is headquartered in the United States, with a mission to transform cancer treatment through its academic and business capabilities [1] - BeyondSpring's main project, Plinabulin, is derived from natural compounds and has therapeutic potential for various cancers due to its biochemical activities [1] - The company employs a novel, highly scalable business model that integrates resources from the U.S. and China to efficiently and cost-effectively achieve drug approval and development [1]

Group 1 - As of recent announcements, the company has completed a fundraising of approximately HKD 14.93 billion (around CNY 1.368 billion), bringing total fundraising to over CNY 2.2 billion within six months [1][3] - The core purpose of the fundraising is to commercialize the newly approved core product, APG-2575, a selective Bcl-2 inhibitor, which is the first domestically developed Bcl-2 inhibitor approved for market [1][4] - The company plans to establish its own commercialization team for APG-2575, with expectations to achieve breakeven by 2027 [1][6] Group 2 - The recent fundraising was completed through the sale of 22 million shares at HKD 68.60 each, with all preconditions for the placement being met [2][3] - The net proceeds from the recent fundraising are expected to be allocated as follows: 40% for expanding coverage and improving patient access (approximately CNY 5.47 billion), 35% for global clinical development of core pipeline products (approximately CNY 4.76 billion), and 25% for infrastructure and operational funding (approximately CNY 3.42 billion) [3] - The company has signed cooperation agreements with major pharmaceutical distributors to advance the commercialization of APG-2575 [6] Group 3 - The company reported a revenue of CNY 981 million in 2024, with a loss of CNY 405 million, marking the lowest loss level in recent years [6] - The company is currently conducting four global Phase III clinical trials for APG-2575, targeting multiple indications including acute myeloid leukemia and multiple myeloma [7] - The global sales of the first Bcl-2 inhibitor, Venclexta, are projected to exceed USD 3 billion in 2024, indicating a strong market potential for Bcl-2 inhibitors [7]

7月31日晚间，李氏大药厂(00950.HK)发布公告，2025年7月29日，公司附属公司中国肿瘤医疗有限公司 的肿瘤药物Socazolimab已获国家药品监督管理局批准于中国内地联合化疗用于广泛期小细胞肺癌适应 症(ES-SCLC)的一线治疗。 李氏大药厂2024年财报显示，该公司在2024年全年实现营业收入14.00亿港元，同比增长32.95%，归属 母公司净利润9309.90万港元，同比增长457.55%，基本每股收益为0.16港元。 公告称，此次批准是基于一项Socazolimab联合化疗用于广泛期小细胞肺癌一线治疗的第三期、多中 心、随机、双盲、安慰剂对照的临床试验。该试验涵盖54个中心，由上海市胸科医院陆舜教授牵头。试 验结果显示，接受Socazolimab治疗的患者整体生存期(13.90个月)相较安慰剂组(11.58个月)显著提升，且 该药物未增加治疗的安全风险。 公开信息显示，李氏大药厂是一家主要从事药品开发、制造、市场推广及销售业务的香港投资控股公 司，已于中国医药行业进行了超过三十年的经营活动，与约二十家国际公司建立了广泛的合作关系，且 于中国内地以及港澳台推广超过25种专利、仿制及引进医 ...

Core Viewpoint - Lee's Pharmaceutical Holdings Limited (00950.HK) announced that its subsidiary, China Oncology Medical Co., Ltd. (COF), received approval from the National Medical Products Administration (NMPA) for its cancer drug Socazolimab to be used in combination with chemotherapy for first-line treatment of extensive-stage small cell lung cancer (ES-SCLC) in mainland China [1] Group 1: Drug Approval and Clinical Trials - The approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - Results showed that patients treated with Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, with no increase in safety risks associated with the treatment [1] Group 2: Drug Profile and Additional Trials - Socazolimab is a fully human anti-PD-L1 monoclonal antibody used for cancer treatment, and it has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] - Another Phase III clinical trial for first-line treatment of persistent, recurrent, or metastatic cervical cancer is currently underway [1]

Core Viewpoint - The approval of Socazolimab for first-line treatment of extensive-stage small cell lung cancer in mainland China represents a significant advancement for the company and the oncology sector, highlighting the drug's efficacy and safety profile based on clinical trial results [1] Company Summary - Lee's Pharmaceutical (00950) announced that its subsidiary, China Oncology Medical Co., has received approval from the National Medical Products Administration for Socazolimab to be used in combination with chemotherapy for first-line treatment of extensive-stage small cell lung cancer [1] - Socazolimab is a fully human anti-PD-L1 monoclonal antibody that has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] Industry Summary - The approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - The trial results indicated that patients receiving Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, without increasing safety risks associated with the treatment [1] - Another Phase III clinical trial for Socazolimab in the treatment of persistent, recurrent, or metastatic cervical cancer is currently ongoing [1]

Core Viewpoint - Lee's Pharmaceutical Holdings Limited (00950) announced that its subsidiary, China Oncology Medical Co., Ltd., received approval from the National Medical Products Administration for Socazolimab to be used in combination with chemotherapy as a first-line treatment for extensive-stage small cell lung cancer in mainland China [1] Group 1: Drug Approval and Clinical Trials - Socazolimab's approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - The trial results indicated that patients treated with Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, without increasing safety risks associated with the treatment [1] Group 2: Drug Profile and Additional Trials - Socazolimab is a fully human anti-PD-L1 monoclonal antibody used for cancer treatment, and it has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] - Another Phase III clinical trial for Socazolimab in the first-line treatment of persistent, recurrent, or metastatic cervical cancer is currently ongoing [1]

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佈的內容概不 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 佈 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。 Lee's Pharmaceutical Holdings Limited 李氏大藥廠控股有限公司 * （於開曼群島註冊成立之有限公司） （股份代號：950） 本 公 佈 由 李 氏 大 藥 廠 控 股 有 限 公 司（「本公司」或「李氏大藥廠」，連 同 其 附 屬 公 司 統 稱「本集團」）董 事（「董 事」）會（「董事會」）自 願 作 出。 本 公 司 董 事 會 欣 然 宣 佈，於 二 零 二 五 年 七 月 二 十 九 日，本 公 司 附 屬 公 司 中 國 腫 瘤 醫 療 有 限 公 司（「COF」）腫 瘤 藥 物Socazolimab，已 獲 國 家 藥 品 監 督 管 理 局（「藥 監 局」）批 准 於 中 國 內 地 聯 合 化 療 用 於 廣 泛 期 小 細 胞 肺 癌（「ES-SCLC」）的 一 線 治 療。 此次批准是基於一項 ...

Group 1 - The core viewpoint of the news highlights the financial performance and market position of BeiGene, with a significant increase in revenue and net profit [1][2]. - As of July 28, BeiGene's stock opened at $299.0 per share, with a market capitalization of $35.42 billion [1]. - Financial data shows that for the fiscal year ending March 31, 2025, BeiGene's total revenue is projected to be $1.117 billion, representing a year-on-year growth of 48.64%, while the net profit attributable to shareholders is expected to be $1.27 million, reflecting a growth of 100.51% [1]. Group 2 - On July 17, Morgan Stanley raised BeiGene's target price to $345, maintaining an "Overweight" rating [1]. - The company is set to disclose its fiscal year 2025 mid-term report on August 6, prior to the market opening [1]. - BeiGene is a commercial-stage biotechnology company focused on developing and commercializing innovative molecular targeted and immunotherapy drugs for cancer treatment, with a diverse product portfolio [2].

Core Findings - A new study published in the journal "Frontiers in Endocrinology" reveals that a specific gene is crucial for the intestinal absorption of vitamin D and its subsequent metabolic processes [1] - Blocking or inhibiting this gene can selectively suppress the growth of cancer cells, indicating significant potential applications in cancer treatment and precision medicine [1] Industry Implications - The findings suggest a promising avenue for developing targeted cancer therapies that leverage the understanding of gene functions related to vitamin D metabolism [1] - This research could lead to advancements in precision medicine, enhancing treatment efficacy for cancer patients by focusing on genetic factors [1]

Company Overview - BeOne Medicines Ltd. - Sponsored ADR (ONC) shares increased by 4% to $290.35 in the last trading session, with a notable trading volume that exceeded the average [1] - The stock has experienced a 10.4% gain over the past four weeks, indicating positive momentum [1] Sales Growth Potential - The recent stock price rally is driven by investor optimism regarding the sales growth potential of the company's oncology products, including Brukinsa (zanubrutinib) and Tevimbra (tislelizumab) [2] - BeOne Medicines is also developing several other pipeline candidates aimed at treating various cancer indications [2] Earnings and Revenue Expectations - The company is projected to report quarterly earnings of $0.19 per share, reflecting a year-over-year increase of 116.5% [3] - Expected revenues for the upcoming quarter are $1.23 billion, which represents a 32.7% increase compared to the same quarter last year [3] Earnings Estimate Revisions - The consensus EPS estimate for BeOne Medicines has been revised down by 60.7% over the last 30 days [4] - A negative trend in earnings estimate revisions typically does not lead to price appreciation, suggesting caution for future stock performance [4] Industry Context - BeOne Medicines is part of the Zacks Medical - Drugs industry, which includes other companies like Metagenomi (MGX) [5] - Metagenomi's stock closed 1.4% higher at $2.13, with a notable return of 41.9% over the past month [5] - Metagenomi's consensus EPS estimate has remained unchanged at -$0.68, representing a year-over-year change of -134.5% [6]