沉寂已久的创新药板块，在2026年开年以来迎来强势拉升。 1月8日早间开盘，A股创新药概念板块延续强势，海南海药（000566）、奥锐特（605116）、必贝特-U早间一度涨停，苑东生物、泰恩康（301263）、汇宇 制药-W、奥赛康（002755）、上海谊众等多只个股跟涨，截至记者发稿时，海南海药、必贝特-U涨幅回落。值得一提的是，2026年开年以来，创新药概念 板块4连涨；成份股中，10余只个股4个交易日累计涨幅逾20%，龙头股必贝特-U股价累计涨幅逼近70%。 消息面上，近期创新药行业在政策及基本面方面利好消息不断。如1月7日据央视新闻消息，国家药监局为加快临床急需境外已上市药品在境内上市，满足患 者临床用药迫切需求，国家药监局进一步优化这类药品审评审批。鼓励申请人在中国开展全球同步研发、同步申报上市；鼓励临床急需境外已上市的原研药 及仿制药在境内申报。 | 成分股 | 新闻 | 资金 | F10 | 研究 | | --- | --- | --- | --- | --- | | 名称代码 | | 最新价 | 涨跌幅 ◆ | 涨跌: | | 必贝特-U | | 48.96 | 18.26% | 7.5 | ...

锋寻生物CEO施凯凯在接受记者采访时透露，基于该技术平台，公司针对血液瘤的候选药物GI-001将于 近期启动首次人体临床试验(IIT)，预计在2026年第二、三季度读出首批临床数据。临床前数据显示，该 产品在肿瘤清除能力和安全性上均表现出显著优势。 资料显示，CAR-T疗法虽在血液瘤治疗领域疗效卓著，但商业化路径长期受制于复杂的生产工艺。传 统"体外制备"模式需提取患者细胞、体外扩增后再回输，周期长达2至4周，单次费用往往突破百万元。 高昂的成本与漫长的等待期，导致大量患者因支付能力不足或窗口期病情恶化而错失治疗良机。 据介绍，该技术路线无需将患者细胞取出体外，而是通过单次静脉注射病毒载体，直接在患者体内完成 T细胞的基因改造与激活。这一变革将过去耗时数周的体外生产环节压缩为一次30分钟内的静脉输注， 并有望实现药物的标准化生产。这意味着，治疗成本或将大幅降低，且能做到"即时可用"，极大地提升 了药物的可及性。 记者近日从南通锋寻生物科技有限公司(以下简称"锋寻生物")获悉，其自主开发的多维度优化体内CAR- T技术平台已取得关键突破，展现出一定的产业化前景。据悉，该技术有望打破传统CAR-T疗法"制备 难、 ...

Company Overview - Founded in 1992, Huabang Life Health Co., Ltd. is a leading enterprise in the field of dermatological clinical medications and health [1] - The company operates in five major sectors: pharmaceuticals, medical services, agricultural chemicals, new materials, and tourism, with three listed subsidiaries [1] - Future strategy focuses on the development of a comprehensive health industry chain, integrating raw materials, formulations, functional skincare products, and medical services [1] Pharmaceutical Business - The pharmaceutical segment is stable, focusing on the R&D, production, and sales of pharmaceutical formulations and active pharmaceutical ingredients (APIs) [3] - The product matrix includes treatments for common skin conditions such as dermatitis, eczema, allergies, acne, and psoriasis, catering to all age groups [3][4] - The company has three major API production bases, ensuring a steady supply of core products and establishing long-term partnerships with international pharmaceutical companies [3] Impact of Drug Procurement Policies - The impact of national drug procurement policies on the company is currently limited due to the slower inclusion of dermatological medications in procurement [6] - The company is actively working on the consistency evaluation of generic drugs and controlling production costs to prepare for future procurement participation [6] - A comprehensive product matrix in dermatology allows the company to mitigate risks associated with procurement by promoting alternative products [6] Medical Services - The company has developed a layered business ecosystem that includes basic medicine, rehabilitation medicine, and health management services [7] - Facilities like Chongqing Songshan Hospital focus on basic medical treatment, while others specialize in rehabilitation and health management [7] Dividend Policy - The company has maintained a high dividend payout policy, distributing approximately 3 billion CNY since 2018 [9] - Plans to sustain a high dividend basis and explore diversified distribution methods in the future [9] Shareholding in Pruijin - The company holds a total of 13.2% equity in Pruijin, making it the third-largest shareholder [10] Collaboration with KITE Pharma - Pruijin has entered a global collaboration with KITE Pharma for in vivo editing therapies, receiving an upfront payment of 120 million USD and potential milestone payments totaling up to 1.52 billion USD [11] Advantages of In Vivo CAR-T Technology - In vivo CAR-T technology simplifies treatment by eliminating complex steps, reducing costs, and allowing for large-scale production [12]

Core Viewpoint - The strategic partnership between Koyi Pharmaceutical and ERIGEN LLC marks a significant advancement in the global CAR-T therapy landscape, particularly with the development of the first dual-target CAR-T product KQ-2003, which targets BCMA/CD19 [1][2][3] Company Summary - Koyi Pharmaceutical has entered into an exclusive overseas licensing agreement with ERIGEN LLC for KQ-2003, covering global rights outside Greater China, excluding India, Turkey, and Russia [1] - The agreement includes a milestone payment of $15 million and potential future payments of up to $1.32 billion, along with a sales share of up to $800 million based on net sales in the licensed regions [1][2] - KQ-2003 has demonstrated a 100% overall response rate (ORR) in clinical trials for patients with relapsed/refractory multiple myeloma, showcasing its potential effectiveness [3][6] Industry Summary - The global cell and gene therapy market has seen rapid growth, with projections indicating it will exceed $30.54 billion by 2025 and reach $21.8 billion for CAR-T therapies by 2030, particularly in the multiple myeloma segment [4] - The CAR-T market is becoming increasingly competitive, with major players like Novartis and Gilead, as well as emerging companies like Legend Biotech and Koyi Pharmaceutical, vying for market share [4][5] - Traditional CAR-T therapies face challenges such as high costs (over $400,000 per treatment), production bottlenecks, and limited efficacy in solid tumors, prompting a shift towards more accessible and cost-effective solutions [5][6][7] - The development of "universal CAR-T" therapies, which utilize healthy donor cells, is seen as a potential game-changer in overcoming the limitations of personalized CAR-T treatments [6][8]