公司将西达本胺在授权区域内的相关知识产权以及在当地产品的研发及商业化销售权独家授予 Nizhpharm。Nizhpharm将单独负责产品在授权区域内的研发、上市注册、二次包装、运输以及商业化销 售工作。协议生效后，公司将收到总计1000万元人民币的首付款、近期监管材料转移里程碑及总计1000 万元人民币的当地注册上市里程碑。作为在授权区域的商业化合作伙伴，Nizhpharm将按照协议的约定 价格从公司采购产品用于授权区域内的销售;公司将以产品在授权区域内实现的净销售额为计算基础， 从Nizhpharm取得高双位数比例的销售分成。 Nizhpharm集团是俄罗斯联邦领先的制药企业之一，拥有逾百年历史。Nizhpharm专注于针对患者及医生 需求高度未获满足的关键治疗领域，从事处方药与非处方药的研发、生产及商业化运营，旗下设有符合 GMP标准的现代化生产基地，并拥有覆盖全国的完善商业网络体系。西达本胺(Chidamide;商品名为"爱 谱沙/Epidaza")是全球首个亚型选择性组蛋白去乙酰化酶(HDAC)抑制剂，开创了中国创新药对欧美专利 授权(License-out)的先河。 微芯生物(688321.SH)发 ...

Core Insights - The Hang Seng Innovation Drug Index fell by 4.8% this week, while the CSI Hong Kong Pharmaceutical and Health Comprehensive Index decreased by 3.2%. In contrast, the CSI Innovation Drug Industry Index rose by 1.1%, the CSI Biotechnology Theme Index increased by 1.3%, and the CSI 300 Pharmaceutical and Health Index grew by 1.7% [1][3]. Index Performance - As of August 28, the Hang Seng Innovation Drug ETF (159316) has seen continuous capital inflow, reaching a record size of over 1.7 billion yuan [1]. - The rolling P/E ratios for various indices are as follows: Hang Seng Innovation Drug Index at 56.7x, CSI Hong Kong Pharmaceutical and Health Comprehensive Index at 29.2x, CSI Innovation Drug Industry Index at 52.8x, CSI Biotechnology Theme Index at 58.3x, and CSI 300 Pharmaceutical and Health Index at 32.6x [3][6]. Recent Transactions - In August, several Chinese pharmaceutical companies announced significant patent licensing deals. Fosun Pharma's subsidiary entered into a licensing agreement with Sitala for the small molecule inhibitor FXS6837, involving a $190 million upfront payment, $5 million in equity, and up to $480 million in sales milestone payments. Additionally, Rongchang Bio and Santen Pharmaceuticals reached a licensing agreement for the RC28-E injection, with a 250 million yuan upfront payment and potential milestone payments totaling up to 525 million yuan [1].