临床管线中，西奥罗尼作为全球专利保护的三通路肿瘤靶向抑制剂，已在卵巢癌、胰腺癌等难治肿瘤中 展现出良好疗效与安全性。CS23546、CS231295及CS32582等重点项目持续推进。 此外，公司还储备了多个具FIC/BIC潜力的候选药物，包括CS08399（潜在BIC透脑PRMT5抑制剂）、 CS1011（纤维化疾病抑制剂）、CDCS04（针对阿尔兹海默病相关ApoE4基因的FIC分子）、CDCS28 （非incretin减重小分子）等，未来也将成为公司的核心价值。 人民财讯10月3日电，微芯生物通过构建"AI辅助设计+化学基因组学"整合式技术平台，公司成功打通 从基础研究到临床转化的全流程。目前已实现2款创新药多个适应症的全球上市，7个品种处于临床阶 段。 西达本胺（爱谱沙 ）作为全球首个亚型选择性HDAC口服抑制剂，自2014年获批以来，适应症已从外 周T细胞淋巴瘤拓展至乳腺癌、成人T细胞白血病及弥漫大B细胞淋巴瘤等领域，成为表观遗传治疗领域 的标杆药物。西格列他钠（双洛平 ）作为全球首个PPAR全激动剂，不仅获批用于2型糖尿病治疗并被 纳入医保，更在糖肝共病治疗中展现出重要潜力。 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 407 million yuan, a year-on-year increase of 34.6%, and a net profit of 29.59 million yuan, successfully turning around from losses [1] - The growth in performance is primarily driven by two core products, with significant expansion in indications [2] - The company is actively pursuing business development opportunities and has a strong pipeline of innovative drug candidates [4] Financial Performance - For Q2 2025, the company achieved revenue of 244 million yuan, a year-on-year increase of 42.4%, and a net profit of 48.75 million yuan [1] - The company forecasts revenues of 907 million, 1.402 billion, and 2.265 billion yuan for 2025-2027, with growth rates of 37.87%, 54.58%, and 61.54% respectively [4] Product Performance - Sales of the drug Xidabena increased by 15.14% during the reporting period, with its DLBCL indication included in medical insurance from January 1, 2025, leading to sustained sales growth [2] - Sales of the drug Siglitazone surged by 125.7%, with coverage extending to over 5,300 hospitals and 6,700 pharmacies nationwide [2] Clinical Development - The clinical progress of Xidabena in treating cold tumors is promising, with a 6-month PFS rate of approximately 80% in a Phase II trial for pancreatic cancer [3] - Ongoing clinical trials for Xidabena in combination with immunotherapy for colorectal cancer and melanoma are progressing well [3] Research and Development - The company is leveraging an AI-assisted design and chemical genomics integration platform to focus on oncology and metabolism, while also exploring opportunities in neurodegenerative and autoimmune diseases [4] - A series of drug candidates with first-in-class potential are in the pipeline, which could form the core value of the company in the future [4]

Core Insights - Shenzhen Micron Biotechnology Co., Ltd. reported a revenue of 407 million yuan for the first half of 2025, representing a year-on-year growth of 34.56% and a net profit of 29.59 million yuan, marking a turnaround from losses [1] - The growth in performance is primarily attributed to increased sales of its innovative drugs, namely Sidabenan and Siglecatin [1] Company Overview - Micron Biotechnology is a pioneer in China's original innovative drug sector, focusing on creating globally competitive product lines driven by core technologies [1] - The company adheres to the philosophy of "original, safe, effective, and Chinese," aiming to provide revolutionary therapeutic drugs that meet clinical needs [1] - It has established a complete industrial chain from early exploratory discovery to commercialization, offering original innovative drugs to global patients [1] Product Pipeline - The company has developed two innovative drugs that are globally marketed, with multiple indications in areas such as malignant tumors, metabolic diseases, autoimmune diseases, central nervous system diseases, and antiviral treatments [1] - Sidabenan is the world's first subtype-selective histone deacetylase (HDAC) inhibitor, approved for multiple indications in China and Japan, and is undergoing clinical trials for additional indications globally [2] - Siglecatin is the first PPAR full agonist globally, included in the national medical insurance catalog, and shows efficacy in treating type 2 diabetes and fatty liver disease [2] Sales Performance - Sales revenue for Sidabenan and Siglecatin increased by 15.14% and 125.7% year-on-year, respectively [3] - Sidabenan has achieved coverage in major cities and hospitals across the country, while Siglecatin is available in over 5,300 hospitals and 6,700 pharmacies nationwide [3] - The company is accelerating its online channel presence through platforms like JD, Alibaba, and Meituan in response to changes in the pharmaceutical industry [3] Research and Development - Micron Biotechnology has multiple original innovative drug product lines, including several in clinical development and preclinical research stages, covering various disease areas with global first-in-class or differentiated advantages [3]

Core Viewpoint - Shenzhen Micron Biotechnology Co., Ltd. held the 2025 Innovation Seminar in Shanghai, focusing on the application of "AI-assisted design + chemical genomics integrated technology platform" in new drug development, showcasing a new generation of First-in-Class early drug development pipeline [1] Group 1: Company Developments - The seminar highlighted the global first small molecule drug development project targeting the ApoE4 target, named CDCS04 [1] - Micron Biotechnology reported the discovery of a series of ApoE4 active candidate molecules based on the AI-assisted design and chemical genomics integrated technology platform [1] Group 2: Clinical Research Insights - The identified candidate molecules exhibit high blood-brain barrier permeability and good in vivo safety, showing protective effects on ApoE4 cell neuronal axon growth in preclinical studies [1] - The candidate molecules significantly reduced the phosphorylation levels of Tau protein in the cortex and hippocampus of ApoE4TR mice [1] Group 3: Disease Relevance - ApoE4 is recognized as the strongest genetic risk factor for Alzheimer's disease, with one ApoE4 allele increasing the risk of late-onset Alzheimer's disease by 3-4 times, and two alleles increasing the risk by 9-15 times, potentially leading to earlier onset of the disease [1]