Core Viewpoint - The sales of the COVID-19 drug Xianoxin from Xiansheng Pharmaceutical have significantly increased since May, with notable growth in both year-on-year and month-on-month comparisons, although specific figures have not been disclosed [1] Sales Performance - Sales growth in early April was primarily driven by regions such as Shanghai, Zhejiang, Beijing, and Jiangsu [1] - Sales in Guangdong began to rise in early May, contributing to a substantial overall increase in sales since then [1] - As of now, Xianoxin has reached 32 provinces, 371 cities, and over 3,700 medical institutions across the country [1] Market Context - The latest report from the Chinese Center for Disease Control and Prevention indicates an upward trend in the positive rate of COVID-19 tests from March 31 to May 4, with southern provinces showing higher positivity rates compared to northern provinces [1] - Some provinces that experienced an early increase in positivity rates are seeing a slowdown in the growth of the epidemic [1]

管理层表示，奥布替尼强劲增长主要受益于独家适应症MZL持续放量推动、r/r CLL/SLL市场份额提升 以及DOT延长。基于一季度好于预期的销售表现，管理层将全年奥布替尼收入增速从原先的30%YoY上 调至35%YoY，公司预计MZL对整体奥布替尼收入贡献占比由2024年30%提升至2025年的50%。 适应症拓展方面，奥布替尼已于4月获批1L CLL/SLL，目前公司正在积极准备该适应症的国谈。临床进 展方面，国际PPMS试验(N=700+)预计将在二季度末录入首例病人，SPMS试验(N=900+)预计将在三季 度末四季度初录入首例病人，两项国际临床预计需要花3-4年时间完成；中国ITP适应症有望于1H26递 交上市申请(预计今年完成病人入组及随访)，中国2b期SLE数据有望在4Q25读出，与BCL2联用治疗1L CLL/SLL中国3期已于3月启动入组(预计今年底完成患者入组)。 智通财经APP获悉，诺诚健华(09969)再涨超3%，截至发稿，涨3.4%，报9.72港元，成交额2166.54万港 元。 消息面上，近日，诺诚健华发布一季度业绩，实现总营业收入3.81亿元，同比增长129.92%;归属股东净 利 ...