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工银瑞信基金|公募基金高质量发展之行业纵览:创新药企出海,如何规划前行路径?
Xin Lang Ji Jin· 2025-09-19 08:39
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! ...
创新药企持续探索“出海”新范式
Zheng Quan Ri Bao· 2025-09-18 16:14
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]
港股异动丨旗下地舒单抗成功出海、股东大额增持!复宏汉霖收涨4.94% 年内累涨超2.4倍
Ge Long Hui· 2025-09-03 09:17
此外,根据香港联交所披露的文件,Point72 Associates,LLC于8月26日斥资约2037.44万港元增持复宏汉 霖24.38万股H股股份,增持后,其最新持股数目为823.79万股股份,好仓比例由4.89%升至5.04%。当前 时点的大额增持彰显出股东对公司远期发展和长期投资价值的坚定信心。(格隆汇) 今日港股三大指数全线下跌,复宏汉霖(2696.HK)逆势走高,最终收涨4.94%报80.8港元,股价逼近今年 8月21日盘中创下的历史新高(85.95港元),年内累涨超2.4倍,远远跑赢大盘表现(同期恒指累涨超 26%)。 消息面上,复宏汉霖昨日(9月2日)宣布,美国FDA已批准地舒单抗注射液 (60mg/mL)BILDYOS®(denosumab-nxxp)和地舒单抗注射液(120mg/1.7mL)BILPREVDA®(denosumab- nxxp)的上市申请,两款产品分别为PROLIA®(denosumab)和XGEVA®(denosumab)的生物类似药。此次 获批标志着复宏汉霖又一批自主研发、自主生产的生物类似药取得美国监管认可,中国创新药企出海再 添里程碑。 ...