本报讯 （记者张敏）2月23日，港股生物医药上市企业MirxesHolding Company Limited（以下简称"觅 瑞"）发布自愿性公告，宣布其结直肠癌早筛前瞻性临床研究CADENCE CRC已完成全部入组。觅瑞表 示，完成入组标志着实现关键里程碑，研究将进入后期实验室分析与数据评估阶段。该公司预期在完成 数据分析及随访后于2026年内公布主要研究结果。 持续夯实早筛产品管线 miRNA技术构筑壁垒 全球早筛赛道竞争激烈，觅瑞凭借独有miRNA核心技术平台，突破传统检测局限，走出差异化路径， 不仅成为亚洲早筛标杆，更跻身全球少数实现该技术商业化的企业，技术壁垒显著。其自主研发的 mSMRT-qPCR技术，性价比优势较高通量测序尤为突出。 不同于海外企业聚焦欧美，觅瑞精准锚定东盟+中国核心市场，直击区域早筛需求空白。亚洲是全球癌 症负担最重的地区之一，但受检测可及性、人群接受度、医疗资源分布制约，早筛覆盖率长期偏低。觅 瑞深耕本土，通过本土化临床研究、贴合市场的商业化布局及与当地机构深度合作，构建起覆盖亚洲的 临床与商业化网络。 2023年启动的CADENCE CRC研究，是觅瑞肠癌早筛的核心布局，该 ...

2026年2月23日，Mirxes（觅瑞）宣布其CADENCE-CRC结直肠癌早筛研究迎来重大突破。据公告，这 项结直肠癌早筛注册临床试验，招募了6000多名受试者，是东南亚首个、且最大规模的基于血液筛查的 前瞻性研究，覆盖华裔、马来裔、印度裔等多个主要族群。 值得关注的是，就在这一消息发布前不久，美国多癌早筛公司GRAIL（NASDAQ：GRAL）公布了14万 人多癌临床研究的失败结果，引发2月20日股价腰斩，暴跌50%，市场对多癌筛查"概念故事"的信心遭 遇重挫。 相较于多癌筛查，觅瑞则一步一个脚印，优先攻克单癌早筛。通过扎实的临床推进，进一步凸显其在单 癌早筛领域的确证性路径和落地能力，或成为资金避险情绪升温下，赛道内确定性较强的一类资产。 公告显示，随着入组工作收官，觅瑞在消化道肿瘤早筛产品线上迈出关键一步。当前研究已进入数据后 期分析阶段，预计主要结果将于2026年内揭晓。按照规划，公司拟于今年中旬在新加坡及部分东南亚市 场先行推出LDT形式服务，并计划年底前提交IVD注册申请，推动产品正式落地。 （一）结直肠癌筛查的 "死结"：明明可以早发现，为什么那么多人放弃？ 结直肠癌发展周期长达 5-10 ...

港股癌症早筛龙头Mirxes再度抛出重磅公告，联合创始人及基石投资者宣布启动新一轮自愿锁股计划， 力度较此前进一步升级。 2月11日，Mirxes (02629) 早盘股价一路走高，一度来到28港元，涨幅18.04%，截至收盘，股价报24港 元，收涨1.18%跑赢大市，消息面上，一则再度锁仓的公告引发热议，这并非简单的例行公告，而是在 前期基石投资者已将6个月禁售期延长至9个月（至2026年2月23日届满）的基础上，再次释放"长期陪 跑"的强烈信号。 在资本市场对限售股解禁抛压的普遍担忧下，这场由公司核心群体发起的"主动锁仓加码"，究竟承载着 怎样的价值逻辑？又将如何重塑市场对Mirxes未来增长的信心？ 不妨从锁仓本质、成本逻辑、资本布局三个维度，拆解这一事件背后的深层意义。 1．锁仓加码非维稳，而是核心群体的价值共信 过往，多数上市公司的锁仓公告常被解读为"被动维稳"，但Mirxes此次的再锁仓，恰恰跳出了这一常规 框架，本质是联合创始人与基石投资者对公司价值、赛道前景的主动背书。 根据公告核心内容，自2026年2月23日起至2027年月23日12个月内，双重承诺正式落地：其一，每位联 合创始人自愿承诺， ...

Core Insights - Mirxes, a biotechnology company listed on the Hong Kong Stock Exchange, successfully completed a share placement raising approximately HKD 711 million, with a share price of HKD 32.5, representing a nearly 40% premium over its IPO price of HKD 23.30 [1] - This successful placement reflects a renewed assessment by global professional investors towards high-quality biotech firms, emphasizing the importance of technological barriers, commercialization progress, and sustainable growth capabilities [2] Company Highlights - Mirxes is the only publicly listed early cancer screening company in Asia, headquartered in Singapore, focusing on developing and commercializing non-invasive blood-based miRNA tests for early cancer detection [5] - The company has established a strong competitive moat through scarce regulatory qualifications, having received regulatory approval for its core product, GASTROClear, which is the first blood-based molecular diagnostic product for gastric cancer [5][7] - Mirxes has a diversified product pipeline, with ongoing development of early screening products for lung, colorectal, and breast cancers, ensuring sustained growth [5] Industry Context - The global early cancer screening market is experiencing significant growth potential, with major healthcare companies making strategic investments and acquisitions, such as Abbott's USD 21 billion acquisition of Exact Sciences [3] - Policies in the U.S. and China are increasingly supportive of early screening technologies, enhancing market demand and facilitating industry growth [3] Technological Advantages - Mirxes employs a differentiated technology route based on miRNA detection, supported by extensive clinical research that has identified key biomarkers for gastric cancer [7][8] - The company’s proprietary mSMRT-qPCR technology allows for rapid sample testing, significantly improving screening efficiency and offering higher sensitivity and specificity compared to traditional methods [8] - A robust patent portfolio protects Mirxes' innovations, establishing high entry barriers for potential market entrants [8] Financial Performance - Mirxes has demonstrated a strong commitment to research and development, with R&D expenditures constituting over 90% of total revenue from 2022 to 2024, reflecting its focus on technological innovation [8] Market Positioning - The successful premium placement by Mirxes serves as a clear signal to the market that companies with core technologies and clear commercialization paths can still attract investor interest, even in a challenging market environment [9]

Group 1: Company Overview - Mirxes, a Singapore-based RNA biotechnology company, is the only listed early screening enterprise in Asia, focusing on the development and commercialization of non-invasive blood miRNA tests for early cancer detection [3] - The company has a rich product pipeline, including products for gastric, lung, colorectal, and breast cancer screening, with the colorectal cancer screening product expected to launch soon [3] - Mirxes has received regulatory approval for its core product, the miRNA-based gastric cancer screening test, marking a significant milestone in its commercialization journey [3] Group 2: Recent Developments - On January 29, Mirxes announced the completion of a new share placement, issuing 21.88 million shares, which represents approximately 7.34% of the expanded share capital, raising about HKD 711 million at a price of HKD 32.5 per share, a nearly 40% premium over its IPO price [1] - The funds raised will focus on core strategic development areas, including investment and acquisition activities, continuous R&D upgrades, accelerated global commercialization, and optimization of the technology innovation platform [1] - Mirxes signed a strategic cooperation memorandum with Jingtai Technology to create an AI-enabled integrated diagnosis and treatment platform, leveraging its advantages in cancer data and early detection [4] Group 3: Industry Context - The global cancer early screening sector is entering a phase of deep integration between capital and industry, with significant growth potential, as evidenced by major investments and acquisitions from international healthcare giants [2] - Policies and payment systems worldwide are increasingly favoring early screening, with the U.S. pushing for multi-cancer early detection products to be included in federal insurance reimbursements, and China incorporating various tumor screenings into its healthcare insurance [2] - The commercialization potential of global cancer early screening products is entering a concentrated release phase, supported by both clinical and market recognition [2] Group 4: Competitive Position - Mirxes has established a strong competitive edge in the Hong Kong biopharmaceutical sector, characterized by its unique regulatory approval for molecular gastric cancer screening and a clear technological barrier [4] - The company is well-positioned in the rapidly growing cancer early screening and precision medicine market, supported by its solid technical foundation, diverse product pipeline, and strategic industry collaborations [4]

作为唯一一家亚洲上市早筛企业，Mirxes觅瑞是一家以新加坡为总部的RNA生物科技公司，深耕东 南亚及东亚市场，致力于开发及商业化针对癌症及其他疾病早期筛查的精准、无创、可负担的血液 miRNA检测，是全球首家且唯一一家获得分子胃癌筛查IVD产品监管批准的公司。不仅如此， Mirxes觅瑞的产品管线丰富，已形成商业化落地、临床推进、临床前研发的梯队布局。除核心胃癌 筛查产品外，公司肺癌、结直肠癌、乳腺癌等单癌种早筛产品均处于有序研发推进阶段，其中结直肠 癌筛查产品有望于近期上市。同时，公司前瞻性布局CADENCE多癌种多组学检测项目，全面覆盖癌 症早筛领域的多元化市场需求。凭借丰富且梯度化的产品管线布局，公司未来增长空间巨大。核心产 品觅小卫®成功获得中国国家药品监督管理局第三类医疗器械注册证，这一里程碑式的成果充分印证 公司技术路径与商业化逻辑正稳步兑现。乘着行业发展的东风，依托自身扎实的综合实力与持续兑现 的成长验证，觅瑞必将在精准医疗的浪潮中稳步前行，不断开拓创新，擘画属于自身的伟大前程，为 全球癌症防控事业创造更深远的价值。 近期，Mirxes觅瑞发布公告，与晶泰科技正式签署战略合作谅解备忘录，瞄准亚 ...

Core Viewpoint - The research team from the Chinese Academy of Sciences in Hangzhou has developed a test kit for lung cancer-related antibodies, which has received Class III medical device registration from the National Medical Products Administration, potentially improving early diagnosis rates for lung cancer [2]. Group 1 - The test kit utilizes low-dose spiral CT, which is commonly used for lung cancer screening but struggles to differentiate between benign and malignant nodules, leading to low patient follow-up compliance [2]. - The project has focused on tumor autoantibody detection technology since 2016, aiming to capture early molecular signals of lung cancer, providing alerts even when cancer cell counts are very low [2][4]. - The test kit has been tested in several hospitals, including Huazhong University of Science and Technology and Sun Yat-sen University, involving 1,463 patients with lung nodules, of which 794 were lung cancer cases, with early lung cancer samples accounting for 58.19% [4]. Group 2 - The team has developed over 400 key proteins related to early lung cancer using a million-level cancer tissue library and high-throughput screening technology, ultimately identifying 13 optimal diagnostic markers, 8 of which are new combinations [4]. - The sensitivity for detecting early lung cancer exceeds 65%, and its accuracy is better than traditional tumor markers, complementing imaging diagnostics [4]. - The technology is expected to be promoted in grassroots hospitals and health check-up institutions, enhancing screening coverage for high-risk populations and supporting the "Healthy China 2030" cancer early screening strategy [4].

Core Insights - The 2025 Shanghai Health Report reveals the health status and potential risks of Shanghai residents based on data from 673,700 health check-ups conducted by Aikang Group from April 1, 2024, to March 31, 2025, highlighting a continuous increase in seven abnormal health indicators over five years [4][5][18]. Group 1: Health Indicators - The report identifies seven health abnormalities that have shown a rising trend: prostate abnormalities, thyroid nodules, fatty liver, increased body mass index (BMI), breast nodules, carotid artery abnormalities, and elevated total cholesterol (TC) [4]. - The cancer detection rate among the health check-up population in Shanghai is at least 2.20‰, indicating that over two individuals per 1,000 check-ups are diagnosed with cancer, surpassing the national average [5][18]. Group 2: Cancer Insights - Among the diagnosed cancer patients, thyroid cancer is the most prevalent, with 668 cases, followed by lung cancer, cervical cancer, breast cancer, and prostate cancer [18]. - The report highlights a concerning trend of younger individuals being diagnosed with cancer, particularly thyroid cancer, where 34.43% of cases are in individuals under 40 years old [23][24]. Group 3: Women's Health - The report indicates a significant increase in the detection rates of breast nodules among women, with a current detection rate of 43.15%, which has risen over 17 percentage points in the past five years [28]. - Young women aged 20 to 29 show the highest positivity rate for high-risk HPV at 14.80%, emphasizing the need for increased awareness and preventive measures against cervical cancer [33]. Group 4: Health Management and Technology - Aikang Group emphasizes the importance of transforming health data into actionable insights, promoting the idea that individuals are responsible for their health [15][44]. - The integration of artificial intelligence in health management is highlighted as a means to provide personalized health check-up services, enhancing the accuracy and efficiency of health assessments [41][43].

Group 1 - The healthcare industry in 2025 has faced significant challenges, including financial fraud leading to delistings and a loss of investor trust [4][10] - Companies like Nohui Health, once celebrated as leaders in cancer screening, have faced downfall due to financial misconduct, with a notable example being its delisting after a short period of success [4] - The market is undergoing a cleansing process where fraudulent companies are being removed, allowing for healthier competition [4][10] Group 2 - The drug Semaglutide, once hailed as a breakthrough for obesity treatment, has seen a drastic price drop due to impending patent expirations and the emergence of generic alternatives, leading to a collapse in stock prices [5][6] - The rapid expansion of chain pharmacies post-pandemic has resulted in a significant number of closures, indicating that mere proliferation does not guarantee profitability [7] - Traditional brands like Tongrentang have also faced scrutiny for exaggerated product claims, demonstrating that even established names are not immune to market pressures and consumer skepticism [9][10] Group 3 - The healthcare sector in 2025 is characterized by a series of dramatic events, including fraud, market corrections, and the collapse of once-trusted products and brands [10] - The industry is learning that credibility and trust cannot be bought; they must be earned through genuine quality and transparency [10]

Core Insights - The report aims to reveal the health status and potential risks of Shanghai citizens through scientific data, emphasizing the importance of regular health check-ups [4][5] Group 1: Health Report Overview - The "2025 Shanghai Health Report" is based on data from 673,700 individuals who underwent health check-ups at Aikang Group's facilities in Shanghai from April 1, 2024, to March 31, 2025 [5] - The report analyzes health indicators across nine statistical dimensions and 23 specific abnormal indicators, highlighting a continuous increase in seven key health issues over the past five years [5] Group 2: Cancer Risk Insights - The cancer detection rate among the examined population in Shanghai is at least 2.20‰, indicating that over two individuals per thousand are diagnosed with cancer, which is significantly higher than the national average [6] - A concerning trend is the increasing incidence of cancer among younger individuals, particularly thyroid cancer, with 34.43% of diagnosed cases occurring in those under 40 years old [9] Group 3: Key Health Indicators - The top abnormal health indicators for men include lung nodules (68.88% detection rate), while for women, lung nodules and thyroid nodules are the most prevalent issues [11] - The report indicates that the detection rate of lung nodules among individuals undergoing chest CT scans is as high as 70.93%, with significant rates observed even in younger populations [13] Group 4: AI Integration in Health Check-ups - AI technology is transforming the health check-up process, enhancing efficiency and accuracy in diagnosing conditions through preliminary analysis of imaging results [14][15] - Over 20% of the examined population underwent retinal screening, which can assess risks for over 50 diseases, including brain tumors, showcasing the potential of AI in early detection [15][16]