治疗肾脏疾病商业化原研药数量最多的中国制药企业，拥有超过20种商业化药物及1种候选药物，业绩放量高增的维健医药首次向港交所递表。 智通财经APP了解到，11月7日，维健医药向港交所主板提交上市申请书，华泰国际为其独家保荐人。该公司是一家专注于肾脏及血液疾病治疗的中国领先 综合性制药企业，根据灼识咨询的资料，截至2025年10月，公司的产品组合涵盖六种肾脏药物，在中国制药企业治疗肾脏疾病商业化原研药数量中位居榜 首。 该公司业绩表现也非常强劲，2022-2024年，收入复合增速12.8%，2025年上半年加速增长，达119.8%。近两年公司保持盈利能力，2023年至2025年上半年， 经调整的EBTDA分别为0.32亿元、1.12亿元及1.79亿元，利润率分别为3.61%、12.42%及22.46%，盈利能力持续大幅提升。 港股医药板块今年表现较佳，板块涨幅超过90%，多只龙头标的翻倍，上市新股表现也相对给力，这对于递表的医药标的来说具有较大估值吸引力。但打铁 还得自身硬，维健医药基本面是否给力，下面不妨看看。 聚焦两大核心赛道，上半年收入放量翻倍 维健医药通过并购、许可引进与战略合作以及CSO三大发展模式，向 ...

Core Viewpoint - Roche showcases its comprehensive blood product portfolio at the 8th China International Import Expo, emphasizing its commitment to advancing the treatment of blood diseases and contributing to the "Healthy China 2030" initiative [1] Group 1: Innovations in Blood Disease Treatment - Roche has introduced four innovative blood cancer drugs in the last four years, covering a wide range of indications for aggressive and indolent lymphomas, marking a significant expansion in its treatment offerings [2] - The company has actively participated in the establishment of a multi-tiered medical insurance system in China, with its drug MabThera being one of the first original drugs included in the national medical insurance list [2] Group 2: New Drug Developments and Approvals - The company is set to showcase new indications for its foundational drug for indolent lymphoma, Ocrevus, which may soon be approved for treating lupus nephritis [3] - Roche's innovative treatment for hemophilia, NXT007, aims to achieve "zero bleeding" for patients with type A hemophilia, demonstrating its commitment to advancing non-factor preventive therapies [3] Group 3: Strategic Partnerships and Ecosystem Development - Roche aims to enhance the ecological construction of the blood cancer field in China, expanding its focus from lymphoma to multiple myeloma [3] - The company emphasizes its dedication to improving patient accessibility and affordability in China, while also enhancing the international influence of Chinese research [3]

Core Insights - Ascentage Pharma (亚盛医药-B) announced that three of its products (Neratinib, Lisatinib, APG-5918) have multiple clinical and preclinical advancements selected for presentation at the 67th American Society of Hematology (ASH) Annual Meeting, with one receiving an oral presentation [1][2] Group 1: Product Developments - Neratinib (耐立克) is the first third-generation BCR-ABL inhibitor approved in China, with commercialization jointly managed by Ascentage Pharma and Innovent Biologics. The company will present the latest data from the global Phase III POLARIS-1 study on Neratinib combined with low-intensity chemotherapy for newly diagnosed Philadelphia chromosome-positive acute lymphoblastic leukemia (Ph+ ALL) patients at the ASH meeting [2] - The company will also update data from a randomized controlled Phase II study on Neratinib for patients with tyrosine kinase inhibitor-resistant chronic myeloid leukemia in chronic phase (CML-CP) during the conference [2] - Lisatinib (利生妥), a novel oral Bcl-2 selective inhibitor developed by Ascentage Pharma, has broad therapeutic potential in various hematological malignancies and solid tumors. It has been approved in China for adult chronic lymphocytic leukemia/small lymphocytic lymphoma (CLL/SLL) patients who have undergone at least one systemic treatment including a Bruton tyrosine kinase (BTK) inhibitor. The latest progress of its Phase II clinical study for monotherapy in relapsed/refractory CLL/SLL patients will be reported orally at the ASH meeting [2] Group 2: ASH Annual Meeting - The ASH Annual Meeting is one of the largest international academic events in the field of hematology, covering research on the etiology and treatment of blood diseases. The 67th ASH Annual Meeting will be held from December 6 to December 9, 2025, in Orlando, Florida, in a hybrid format [3]