（文章来源：证券日报） 证券日报网讯 1月8日，通化金马在互动平台回答投资者提问时表示，公司研制的化学1类新药琥珀八氢 氨吖啶片主要用于治疗轻中度阿尔茨海默病。目前该新药已完成综合审评工作，进入最后审评环节，各 项工作进展正常。有关新药的重大信息，均会在指定信息披露媒体发布。 ...

Core Viewpoint - Fosun Pharma plans to invest a total of 1.412 billion yuan to acquire a controlling stake in Green Valley Pharmaceutical, focusing on clinical research and daily operations [1][2]. Group 1: Investment Details - Fosun Pharma's subsidiary intends to invest 143 million yuan to acquire 20.15 million yuan of registered capital from the current shareholders [1]. - The subsidiary will also contribute 1.269 billion yuan to subscribe for 201 million yuan of new registered capital [1]. - The acquisition involves a phased transfer of 8.667347 million yuan of registered capital to a special purpose vehicle (SPV) jointly established by Fosun Pharma and the founders [1]. Group 2: Product Information - The target group's product, Manzoudexan Capsules, is a treatment for mild to moderate Alzheimer's disease, showing significant cognitive improvement in patients, especially those with moderate conditions [2]. - Following the acquisition, the group will continue to advance post-marketing confirmatory clinical trials for the drug to expedite approval from national drug regulatory authorities [2]. - The group plans to initiate international multi-center clinical studies for related indications to benefit more Alzheimer's patients [2].

Core Viewpoint - Wanbangde (002082.SZ) announced the completion of enrollment for 50 subjects in the key Phase II/III clinical trial of its new drug, Huperzine A controlled-release tablets, aimed at treating mild to moderate Alzheimer's disease dementia [1] Group 1: Company Developments - Wanbangde's wholly-owned subsidiary, Wanbangde Pharmaceutical Group Co., Ltd., is conducting the clinical trial for Huperzine A, which is classified as a Class 2 new drug [1] - The drug is a cholinesterase inhibitor designed to improve cognitive function and has shown potential in preclinical studies to delay the progression of Alzheimer's disease [1] Group 2: Drug Characteristics and Potential - Huperzine A exhibits a range of benefits, including the reduction of beta-amyloid protein, anti-inflammatory effects, antioxidant stress response, and neuroprotection [1] - The drug is expected to become a broad-spectrum treatment for Alzheimer's disease dementia [1]

Core Viewpoint - Wanbangde (002082.SZ) announced the completion of participant enrollment for its Phase II/III clinical trial of the new drug Huperzine A controlled-release tablets for treating mild to moderate Alzheimer's disease [1] Group 1: Company Developments - Wanbangde's wholly-owned subsidiary, Wanbangde Pharmaceutical Group Co., Ltd., has completed the enrollment of 50 subjects for the critical registration clinical trial [1] - Huperzine A is a cholinesterase inhibitor aimed at improving cognitive function [1] Group 2: Drug Potential - Preclinical studies have shown that Huperzine A has the potential to delay the progression of Alzheimer's disease and offers broad benefits, including the reduction of beta-amyloid protein, anti-inflammatory effects, antioxidant stress response, and neuroprotection [1] - The drug is expected to become a broad-spectrum treatment for Alzheimer's disease-related dementia [1]

Core Viewpoint - Tonghua Jinma (000766) is advancing its research on a new chemical drug, Amber Dihydroaminoacridine Tablets, aimed at treating mild to moderate Alzheimer's disease, with the review process currently in the comprehensive evaluation stage [1] Group 1 - The new drug has completed all professional review work and is now in the comprehensive evaluation phase [1] - The company will disclose any information that meets the disclosure standards as per relevant regulations [1]

Core Viewpoint - The announcement details a licensing agreement between Fosun Pharma and NewCo for the development, registration, production, and commercialization of the drug AR1001, aimed at treating Alzheimer's disease and other neurological disorders in China and Hong Kong [2][4][20]. Group 1: Agreement Overview - The agreement allows Fosun Pharma's subsidiary to develop and commercialize AR1001, which is currently undergoing Phase III clinical trials globally, including in China [7][8]. - The licensing agreement does not require approval from the company's board or shareholders [5]. - The agreement is not classified as a related party transaction [6]. Group 2: Product Details - AR1001 is an oral drug designed to slow the progression of Alzheimer's disease, with strong PDE-5 inhibition properties [7]. - Clinical trials have shown that AR1001 can clear amyloid plaques associated with Alzheimer's and has potential therapeutic effects for early-stage patients [7]. Group 3: Financial Terms - Fosun Pharma will pay up to RMB 150 million (approximately $22 million) to NewCo, including an upfront payment of RMB 40 million and milestone payments based on regulatory progress [12]. - For localized products, Fosun Pharma will pay a tiered sales milestone based on annual net sales, with a low double-digit percentage sales share to NewCo [12]. Group 4: Strategic Impact - This collaboration aims to enhance Fosun Pharma's product pipeline in the central nervous system field, improving its market position and competitiveness in treating Alzheimer's and other neurological diseases [20].

Core Viewpoint - Fosun Pharma has signed a licensing agreement with Nuco for the development of AR1001, a small molecule oral drug aimed at delaying the progression of Alzheimer's disease [1] Group 1: Company Information - Fosun Pharma's subsidiary, Fosun Pharma Industry, is the entity that entered into the licensing agreement with Nuco [1] - The drug AR1001 is characterized by its potent and highly selective inhibition of phosphodiesterase-5 (PDE-5) [1] Group 2: Product Details - AR1001 is intended for use in delaying the progression of Alzheimer's disease [1] - The drug is licensed from AriBio Co., Ltd., which is the upstream licensor for Nuco [1]

Core Viewpoint - The production of GV-971 (Mannoheptulose Sodium Capsules), a drug for Alzheimer's disease, has been halted by Green Valley Pharmaceutical, leading to supply shortages and rising prices, raising concerns among patients and families [2][11]. Group 1: Company Situation - Green Valley Pharmaceutical confirmed the closure of offices and production areas related to GV-971 on June 8, 2023, amid severe operational pressures and cash flow issues [2][4]. - The company previously announced on May 19, 2023, that it was aware of the difficulties patients faced in obtaining the drug and was working with authorities to resolve supply issues, but this announcement was deleted shortly after [2][4]. - The drug has faced ongoing academic controversy since its launch in 2019, with questions regarding its mechanism of action and clinical efficacy [4][10]. Group 2: Market Impact - Patients across multiple cities, including Guangzhou, Beijing, and Shanghai, reported difficulties in obtaining GV-971, with prices increasing significantly from around 296 yuan per box (the price when included in medical insurance) to between 500 and 600 yuan, and in some cases, even reaching 5000 yuan [7][11]. - Online platforms have seen a drastic reduction in available stock, with only a few pharmacies listing the drug for sale, often with purchase limits [7][8]. Group 3: Drug Efficacy and Alternatives - The mechanism of GV-971 involves modulating beneficial gut bacteria and related metabolites, which may alleviate neuroinflammation and reduce Alzheimer's-related protein production [9]. - There are currently no other drugs with a similar mechanism approved, but alternative symptomatic treatments are available, including cognitive training and emotional regulation [9][14]. - The drug's conditional approval in 2019 required further clinical trials, which have faced delays, including the suspension of international Phase III trials in 2022 due to various factors [11][12].