今日聚焦 1、贵州茅台：控股股东茅台集团获得农业银行不超27亿元增持贷款承诺函 贵州茅台公告称，公司控股股东中国贵州茅台酒厂(集团)有限责任公司已获得中国农业银行股份有限公 司贵州省分行出具的贷款承诺函，承诺对茅台集团股票增持事项提供贷款支持，贷款额度不高于人民币 27亿元。增持计划自公告发布之日起6个月内进行，拟增持金额不低于30亿元且不高于33亿元。 2、旷达科技：株洲市国资委将成为公司实际控制人 股票复牌 3、百利天恒：自主研发的全球首创EGFR×HER3双抗ADC药物iza-bren被纳入优先审评程序 百利天恒公告称，公司自主研发的全球首创、新概念且唯一进入III期临床阶段的EGFR×HER3双抗ADC 药物注射用iza-bren被国家药品监督管理局药品审评中心纳入优先审评品种名单。根据公开资料查询， iza-bren也是全球首个被纳入优先审评品种名单的EGFR×HER3双抗ADC。截至目前，iza-bren治疗既往 经PD-1/PD-L1单抗治疗且经至少两线化疗(至少一线含铂)治疗失败的复发性或转移性鼻咽癌已被CDE纳 入突破性治疗品种名单，并且用于治疗复发性或转移性鼻咽癌的III期临床的期中分析达 ...

Company Overview - Kangfang Biopharma (09926.HK) experienced a significant stock price increase, rising over 14% to a record high of HKD 106.4 per share, with a market capitalization of approximately HKD 95 billion, nearing HKD 100 billion [2] - The company announced the completion of the first patient enrollment in the Phase Ia clinical trial for its first dual-target antibody-drug conjugate (ADC), AK146D1, aimed at treating advanced solid tumors [2] - AK146D1 targets Trop2 and Nectin4, which are promising tumor targets, and is the first dual-target ADC to enter clinical trials, with approvals from the FDA, TGA, and the National Medical Products Administration [2] Product Development - Kangfang Biopharma has developed over 50 innovative drug candidates for major diseases, with 24 candidates in clinical trials, including 15 dual-target/multi-target ADCs [3] - The company is the only one globally with two approved tumor immunotherapy dual antibodies, namely Cardunili (PD-1/CTLA-4 dual antibody) and Yivolisi (PD-1/VEGF dual antibody) [3] Market Outlook - According to a report by Frost & Sullivan, the Chinese anti-tumor drug market is expected to grow significantly, with a projected market size of RMB 398.5 billion from 2023 to 2026, reflecting a compound annual growth rate (CAGR) of 14.0% [4] - By 2030, the market size is anticipated to reach RMB 581.7 billion, with a CAGR of 9.9% from 2026 to 2030 [4]

Core Viewpoint - The company announced that its self-developed EGFR×HER3 dual-targeted ADC drug, iza-bren, has achieved its primary endpoint in a Phase III clinical trial for the treatment of locally advanced or metastatic nasopharyngeal carcinoma [1] Group 1: Drug Development and Clinical Trials - The drug has shown potential in treating various tumors across over 40 clinical trials [1] - Five indications of the drug have been included in the National Medical Products Administration's list of breakthrough therapy varieties [1] - The company plans to actively advance its research and development projects in accordance with relevant regulations and will disclose progress in a timely manner [1]