基石药业-B(02616)涨超4%，截至发稿，涨4.3%，报10.43港元，成交额1.09亿港元。 消息面上，基石药业今早宣布，公司自身免疫与炎症领域管线之一CS2015（OX40L/TSLP双特异性抗 体）入选2025年美国过敏，哮喘和免疫学会（ACAAI）年度科学会议，并将以"电子壁报演示+现场口 头汇报"的形式展出。本次大会将于11月6日至10日在美国奥兰多举行。据悉，CS2015是一款同时靶向 OX40L和TSLP的潜在同类首创/同类最佳双特异性抗体，通过双重抑制Th2介导炎症反应的关键调控因 子，为特应性皮炎（AD）、哮喘、慢性阻塞性肺病（COPD）等2型炎症性疾病提供新治疗策略。 国投证券此前指出，公司早期管线中，ADC产品管线CS5007（EGFR/HER3双特异性ADC）、CS5008 （DLL3/SSTR2双特异性ADC）、CS5005（SSTR2 ADC）、CS5006（ITGB4ADC）以及CS5009 （B7H3/PD-L1双特异性ADC）等，以及自免管线中CS2013（BAFF/APRIL双特异性抗体）、CS2015 （OX40L/TSLP双特异性抗体）等均为具备较高潜力的差异化品种 ...

Core Viewpoint - Company shares of 基石药业-B (02616) rose over 4%, currently at 10.43 HKD with a trading volume of 109 million HKD, following the announcement of its CS2015 dual-specificity antibody being selected for presentation at the 2025 ACAAI annual scientific meeting in Orlando [1] Group 1: Company Pipeline and Developments - CS2015, a dual-specificity antibody targeting OX40L and TSLP, is recognized for its potential as a first-in-class/best-in-class treatment for type 2 inflammatory diseases such as atopic dermatitis, asthma, and chronic obstructive pulmonary disease [1] - The upcoming ACAAI conference will take place from November 6 to 10 in Orlando, where CS2015 will be showcased through an electronic poster presentation and live oral report [1] Group 2: Market Potential and Clinical Advancements - 国投证券 highlighted that the early pipeline of the company includes several promising ADC products such as CS5007, CS5008, CS5005, CS5006, and CS5009, along with autoimmune pipeline products like CS2013 and CS2015, indicating a strong potential for differentiated offerings [2] - The clinical advancement of these products is expected to be closely monitored due to their high potential in the market [2]

基石药业9月15日公告，公司自身免疫与炎症领域管线之一CS2015（OX40L/TSLP双特异性抗体）入选 2025年美国过敏、哮喘和免疫学会（ACAAI）年度科学会议。CS2015是一款同时靶向OX40L和TSLP的 潜在同类首创/同类最佳双特异性抗体，通过双重抑制Th2介导炎症反应的关键调控因子，为特应性皮炎 （AD）、哮喘、慢性阻塞性肺病（COPD）等2型炎症性疾病提供新治疗策略。 ...

人民财讯9月15日电，基石药业9月15日在港交所公告，公司自身免疫与炎症领域管线之一 CS2015(OX40L/TSLP双特异性抗体)入选2025年美国过敏，哮喘和免疫学会(ACAAI)年度科学会议，并 将以"电子壁报演示+现场口头汇报"的形式展出。本次大会将于11月6日至10日在美国奥兰多举行。 CS2015是一款同时靶向OX40L和TSLP的潜在同类首创/同类最佳双特异性抗体，通过双重抑制Th2介导 炎症反应的关键调控因子，为特应性皮炎(AD)、哮喘、慢性阻塞性肺病(COPD)等2型炎症性疾病提供新 治疗策略。 ...

Core Viewpoint - Company announced that its pipeline asset CS2015, a dual-specific antibody targeting OX40L and TSLP, has been selected for presentation at the 2025 American College of Allergy, Asthma and Immunology (ACAAI) Annual Scientific Meeting, scheduled for November 6-10 in Orlando, USA [1] Group 1: Product Development - CS2015 is a potential first-in-class/best-in-class dual-specific antibody that targets both OX40L and TSLP [1] - The antibody aims to provide new treatment strategies for type 2 inflammatory diseases such as atopic dermatitis (AD), asthma, and chronic obstructive pulmonary disease (COPD) by dual inhibition of key regulatory factors involved in Th2-mediated inflammatory responses [1]

Core Viewpoint - Company’s CS2015, a dual-specific antibody targeting OX40L and TSLP, has been selected for presentation at the 2025 ACAAI Annual Scientific Meeting, highlighting its potential in treating type 2 inflammatory diseases [1] Group 1: Product Development - CS2015 is a potential first-in-class/best-in-class dual-specific antibody that targets both OX40L and TSLP [1] - The antibody aims to provide new treatment strategies for atopic dermatitis (AD), asthma, and chronic obstructive pulmonary disease (COPD) by dual inhibition of key regulatory factors in Th2-mediated inflammatory responses [1] Group 2: Conference Participation - The ACAAI Annual Scientific Meeting will take place from November 6 to 10 in Orlando, USA, where CS2015 will be showcased through an electronic poster presentation and live oral presentation [1]

Core Viewpoint - Company Basilea Pharmaceutica has announced that its pipeline candidate CS2015 has been selected for presentation at the 2025 ACAAI Annual Scientific Meeting, highlighting its potential in treating type 2 inflammatory diseases [1] Group 1: Product Development - CS2015 is a dual-specific antibody targeting both OX40L and TSLP, representing a potential first-in-class or best-in-class therapy [1] - The drug aims to provide new treatment strategies for atopic dermatitis (AD), asthma, and chronic obstructive pulmonary disease (COPD) by dual inhibition of key regulatory factors in Th2-mediated inflammatory responses [1] Group 2: Event Participation - The ACAAI Annual Scientific Meeting will take place from November 6 to 10 in Orlando, USA, where CS2015 will be showcased through an electronic poster presentation and live oral presentation [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。 Nanjing Leads Biolabs Co., Ltd. 南 京 維 立志博生物科技股份有限公司 （於 中 華 人 民 共 和 國 成 立 的 股 份 有 限 公 司） （股 份 代 號：9887） 自願公告 LBL-024於奧帕替蘇米單抗黑色素瘤IB/II期試驗的首例患者用藥 本公告由 南京維立 志博生物科技股份有限公司（「本公司」，連 同 其 附 屬 公 司 統 稱「本集團」）自 願 作 出，以 告 知 本 公 司 股 東 及 潛 在 投 資 者 有 關 本 公 司 的 最 新 業 務 發 展 情 況。 本 公 司 欣 然 宣 布，評 價 奧 帕 替 蘇 米 單 抗（PD-L1/4-1BB雙特異性抗體LBL-024）單 藥 或聯合其他藥劑用於一線治療晚期黑色素瘤的Ib/Ⅱ期臨床試驗（NCT07099430） 首 例 患 者 已 成 功 用 ...

Market Performance - The pharmaceutical sector experienced a decline of -1.91% on September 9, 2025, underperforming the CSI 300 index by 1.21 percentage points, ranking 28th among 31 sub-industries in the Shenwan classification [1] - Among sub-industries, pharmaceutical distribution (-0.52%), blood products (-0.62%), and in vitro diagnostics (-0.73%) performed relatively better, while medical R&D outsourcing (-3.63%), medical devices (-2.47%), and medical consumables (-2.06%) lagged behind [1] - Top three gainers included Rongchang Bio (+11.92%), Hehua Co. (+10.07%), and Zhend Medical (+10.00%), while the largest decliners were Yifang Bio (-11.74%), Huahai Pharmaceutical (-10.00%), and Chenxin Pharmaceutical (-8.42%) [1] Industry News - BMS announced positive results from the Phase II clinical trial of Pumitamig, a bispecific antibody developed in collaboration with BioNTech for the treatment of extensive-stage small cell lung cancer (ES-SCLC), showing a confirmed objective response rate (cORR) of 76.3% and a disease control rate (DCR) of 100% [2] - Pumitamig targets PD-L1 and VEGF-A, designed to restore the function of effector T cells in the tumor microenvironment while locally neutralizing the effects of VEGF-A [2] Company News - Heng Rui Medicine (600276) announced that its subsidiary Chengdu Shengdi Pharmaceutical received approval from the National Medical Products Administration for its product, Eicosapentaenoic Acid Ethyl Ester Soft Capsules, to lower triglyceride levels in adult patients with severe hypertriglyceridemia (≥500 mg/dL) [3] - Taiji Group (600129) reported that its subsidiary Fuling Pharmaceutical Factory received a clinical trial approval notice for Semaglutide injection for the treatment of type 2 diabetes [3] - Huahai Pharmaceutical (600521) disclosed that its subsidiary Huahai Jiancheng underwent a pre-approval inspection by the FDA from July 14 to 18, 2025, covering the overall quality management system and the active pharmaceutical ingredient Gabapentin, which met the CGMP requirements [3] - Dongfang Bio (688298) announced that its subsidiary Laihe Bio obtained a Class III medical device registration certificate for its influenza virus antigen detection kit (colloidal gold method), enhancing the company's product portfolio in the respiratory joint detection field [3]

Core Insights - 康方生物 has successfully raised nearly 3.5 billion HKD through a new share placement, marking its third fundraising round in two years, totaling over 6.5 billion HKD [2][20] - The company is under dual pressure of commercial scaling and high clinical investment, with seven self-developed products already on the market and a robust pipeline in development [2][24] - 康方生物's market capitalization reached 142.5 billion HKD, reflecting a 155% increase since the beginning of the year [2] Financial Performance - For the first half of the year, 康方生物 reported commercial sales revenue of 1.401 billion CNY, a nearly 50% year-on-year increase, averaging over 7 million CNY in daily sales [4] - The revenue primarily comes from two globally innovative drugs, 卡度尼利 and 依沃西, which are rapidly gaining market traction [6] Product Development - 依沃西 has shown superior clinical efficacy in head-to-head trials against leading drugs, indicating its potential to outperform established competitors [7][9] - 高盛 predicts that 依沃西 could achieve peak sales of 53 billion USD by 2041, equivalent to approximately 378 billion CNY [10] - 康方生物 is advancing its global strategy with 23 registration/Phase III clinical studies and nearly 20 Phase II studies across various tumor types [15] Research and Development - The latest fundraising will allocate approximately 80% towards global and domestic R&D for innovative pipelines and technology platforms, with the remaining 20% for commercialization of approved products [20] - The company has invested heavily in R&D, with expenditures reaching 731 million CNY in the first half of the year, accounting for over half of total revenue [24] Strategic Vision - 康方生物 aims to enhance its global footprint and accelerate the commercialization of 依沃西 in China while collaborating with Summit for global clinical development [16] - The company has established a unique drug research and development platform, integrating cutting-edge technologies to efficiently advance drug candidates [23] Team and Leadership - 康方生物 was founded by a team of four PhD graduates with over 20 years of experience in biopharmaceuticals, demonstrating a strong foundation in the industry [21][22] - The company has expanded its commercialization team significantly, from 844 to 1,221 members, to support its growth ambitions [27]