专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 责任编辑：石秀珍 SF183 MACD金叉信号形成，这些股涨势不错！ ...

Group 1 - Maiwei Biotech has signed exclusive licensing and preferred stock purchase agreements with Kalexo Bio, potentially receiving up to $1 billion in upfront and milestone payments, along with a significant stake in Kalexo's Series A financing [1] - The NewCo model, which involves granting overseas development and commercialization rights to a newly established company, is gaining traction among both large and small innovative pharmaceutical companies in China [1][2] - The NewCo approach is considered a smarter "going global" strategy compared to traditional licensing models, as it allows companies to benefit from both cash and equity in the new company [2] Group 2 - Maiwei Biotech's collaboration with Kalexo marks its first attempt at the NewCo model, which is backed by the Aditum Bio Fund [2] - Companies are now more rational in their "going global" strategies, considering not only economic returns but also the research capabilities and commercialization strengths of their partners [3] - The evolution of "going global" strategies reflects the accumulated experience of innovative pharmaceutical companies, leading to more sophisticated choices in partnership and negotiation [4] Group 3 - The market has seen the emergence of various NewCo models, including pure overseas NewCo and hybrid NewCo, with notable examples like BeiGene's royalty leasing model [5] - The relationship between multinational pharmaceutical companies and domestic innovative firms is characterized by a complementary dynamic, where each party leverages its strengths [5] - For small and medium-sized biotech companies in China, selling partial rights to early-stage projects can accelerate cash flow and support ongoing research and development efforts [5]

Core Viewpoint - The article highlights the strong performance of Fuhong Hanlin (2696.HK) amidst a general decline in the Hong Kong stock market, driven by the approval of its biosimilar products by the FDA, indicating significant growth potential for the company [1] Group 1: Company Performance - Fuhong Hanlin's stock rose by 4.94% to HKD 80.8, approaching its historical high of HKD 85.95 reached on August 21 [1] - The company's stock has increased over 2.4 times year-to-date, significantly outperforming the Hang Seng Index, which has risen by over 26% in the same period [1] Group 2: Regulatory Approval - The FDA approved the market applications for two biosimilar products: BILDYOS® (denosumab-nxxp) and BILPREVDA® (denosumab-nxxp), which are biosimilars to PROLIA® and XGEVA® respectively [1] - This approval marks another milestone for Fuhong Hanlin in gaining regulatory recognition for its self-developed and self-manufactured biosimilars in the U.S. market [1] Group 3: Shareholder Confidence - Point72 Associates, LLC increased its stake in Fuhong Hanlin by approximately HKD 20.37 million, acquiring 243,800 shares, raising its total holdings to 8.24 million shares [1] - Following this purchase, the ownership percentage increased from 4.89% to 5.04%, reflecting strong confidence from shareholders in the company's long-term growth and investment value [1]