丨2025年11月27日星期四丨 NO.1 欧林生物向港交所主板递交上市申请 11月26日，欧林生物发布公告，称公司于11月25日向香港联合交易所有限公司（简称"香港联交所"）递 交了境外公开发行股份（H股）并在香港联交所主板上市的申请，并于同日在香港联交所网站刊登了本 次发行上市的申请资料。 点评：OT-702获批上市，意味着在原研药之外，给中国患者提供更多药物选择。对于欧康维视生物， 该事件短期将提振股价情绪，长期则为公司估值提供业绩支撑，但具体效果能否落地需持续观察。 NO.4 罗氏回应流感特效药需求上升：已启动应对预案 11月26日，罗氏制药对《每日经济新闻》记者表示，面对流感高发季，罗氏已启动预案，调动速福达全 球供应链资源，尽最大努力加大生产，加速向中国市场供应。目前，速福达正按计划分批次抵达中国口 岸，持续供应中国市场。 点评：罗氏制药的回应反映出中国市场的重要性，也凸显出国内流感特效药供不应求的问题。近年来， 业内卷起"一次治疗"新战场，未来若有更多的中国药企研发出流感创新药物，将成为这一市场的破局关 键。 NO.5 博雅生物破伤风人免疫球蛋白在国内获批 点评：欧林生物递表港股是其资本化与国际 ...

Core Viewpoint - The article discusses a groundbreaking research study that introduces a long-lasting CAR-T cell platform for the delivery of biologics, specifically targeting chronic diseases like obesity and diabetes, offering a potential solution for patients requiring lifelong treatment [7][8][20]. Group 1: Research Breakthroughs - The research team from Tsinghua University developed a revolutionary long-lived CAR-T cell, named GD2TIF, which can achieve sustained release of GLP-1, a key drug for obesity and diabetes, with a single injection [8][18]. - This innovative approach allows for long-term management of chronic diseases, potentially eliminating the need for repeated injections that are common with current peptide/protein biologics [7][20]. Group 2: Mechanism and Advantages - The GD2TIF cells can maintain stable levels in the body without the need for chemotherapy pre-treatment, which is often risky for non-cancer patients [16][17]. - The platform targets GD2, a tumor-associated antigen, ensuring safety by minimizing off-target effects, as GD2 is highly expressed in certain tumors but not in normal tissues [16][17]. Group 3: Clinical Implications - In animal models, a single infusion of GD2TIF cells secreting GLP-1 resulted in sustained weight management and normal blood sugar levels, meeting clinical "cure" standards for obesity and diabetes [18][20]. - The research indicates that this method could provide a cost-effective alternative to traditional biologic therapies, which often require ongoing treatment and frequent medical visits [20].