香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Transcenta Holding Limited 創勝集團醫藥有限公司 （以存續方式於開曼群島註冊的有限公司） （股份代號：6628） 有關就解決截至2024年12月31日止年度的 年度報告內無法表示意見所採取措施及行動的最新進展 創勝集團醫藥有限公司（「本公司」，連同其附屬公司統稱為「本集團」）董事會 （「董事會」）謹此向股東及潛在投資者提供有關就解決其截至2024年12月31日止年 度的年度報告（「年報」）內所載的無法表示意見（「無法表示意見」）所採取措施及 行動的執行進度的最新進展。本公告所用但並無另行界定的詞彙應與年報中所賦 予該等詞彙的涵義相同。 自於2025年4月22日刊發年報、於2025年7月11日刊發最新進展公告及於2025年 8月27日刊發中期業績公告以來，本集團就最初於年報內所載的九項關鍵措施持 續取得切實進展，該等措施旨在增強其財務狀況、提升流動性並解決無法表示意 見。有關執行 ...

Core Viewpoint - The mRNA drug developer DeepTrust Bio plans to go public in Hong Kong, potentially raising around $200 million, with discussions on IPO scale and timing still in preliminary stages [1] Company Overview - DeepTrust Bio was established in 2019 and is one of the few companies globally that possesses core technology for LNP (lipid nanoparticle) design [1] - The company has developed an mRNA-LNP technology platform with proprietary intellectual property, including a library of over 5,000 ionizable lipid resources for screening LNP carriers suitable for various therapeutic scenarios [1] - DeepTrust Bio has multiple internal research pipelines in the fields of infectious disease vaccines, rare diseases, and tumor immunotherapy [1] Investment Background - According to Qichacha data, DeepTrust Bio has undergone several rounds of financing, with investors including Huaxing Capital, Dinghui Investment, CPE Yuanfeng, Qianhai Fangyuan Capital, E Fund, Blue Ocean Capital, Zhongke Chuangxing, Qianhai Mother Fund, Dongpingheng Capital, Junlian Capital, Zhifei Biological, and Lanting Capital [1]

Group 1 - The core point of the news is that XinNuoWei's stock price has dropped by 5.02%, currently trading at 40.65 CNY per share, with a total market capitalization of 57.097 billion CNY [1] - XinNuoWei is primarily engaged in the research, production, and sales of functional foods, with 88.93% of its revenue coming from functional foods and raw materials, 8.91% from biopharmaceuticals, and 2.16% from other sources [1] Group 2 - Dongwu Fund has a significant holding in XinNuoWei, with the Dongwu Smart Medical Quantitative Mixed A Fund holding 220,100 shares, representing 5.97% of the fund's net value, making it the seventh-largest holding [2] - The Dongwu Smart Medical Quantitative Mixed A Fund has a year-to-date return of 26.05%, ranking 3386 out of 8160 in its category, and a one-year return of 15.64%, ranking 4664 out of 8026 [2] - The fund manager, Mao Kejun, has been in charge for 4 years and 104 days, with the fund's total asset size currently at 280 million CNY [2]

Core Viewpoint - The company Biotech Valley (920266.BJ) announced the sale of 762,514 shares that were repurchased in 2022, which represents 0.61% of its total share capital. The proceeds from this sale will be used to supplement the company's working capital [1]. Group 1 - The company will hold its fifth board meeting on October 20, 2025, to review the proposal for selling the repurchased shares [1]. - The sale period for the repurchased shares will begin 15 trading days after the announcement and will last until December 8, 2025, with restrictions during any periods prohibited by the China Securities Regulatory Commission and the Beijing Stock Exchange [1]. - The selling price of the shares will be determined based on the market price at the time of sale, with a stipulation that the declared price cannot be lower than the daily trading limit [1]. Group 2 - Biotech Valley was listed on the Beijing Stock Exchange on November 15, 2021, becoming the first company from Yunnan to be listed there [3]. - The company previously went public on July 27, 2020, on the National Equities Exchange and Quotations (NEEQ) with an issuance of 6.849 million shares at a price of 13.99 yuan per share, raising a total of approximately 95.82 million yuan [2].

数据显示，工银瑞信基金旗下1只基金位居奥浦迈十大流通股东。工银前沿医疗股票A（001717）二季 度增持125.08万股，持有股数290.01万股，占流通股的比例为3.75%。根据测算，今日浮亏损失约843.93 万元。 工银前沿医疗股票A（001717）成立日期2016年2月3日，最新规模93.3亿。今年以来收益27.82%，同类 排名1780/4218；近一年收益20.02%，同类排名2322/3869；成立以来收益236.3%。 工银前沿医疗股票A（001717）基金经理为赵蓓。 截至发稿，赵蓓累计任职时间10年342天，现任基金资产总规模164.25亿元，任职期间最佳基金回报 233.5%， 任职期间最差基金回报-29.38%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 10月22日，奥浦迈跌5.04%，截至发稿，报54.82元/股，成交1.03亿元，换手率1.62%，总市值62.40亿 元。 资料显示，上海奥浦迈生物科技股份有限公司位于上海市浦东新区紫萍路 ...

Sac-TMT树立EGFR突变耐药NSCLC治疗新标杆：芦康沙妥珠(Sac-TMT)的III期OptiTROP-Lung04研究 (二线EGFR突变、TKI治疗进展的NSCLC，Sac-TMT单药对比铂类化疗)结果在ESMO大会公布：Sac- TMT治疗组相比对照组在PFS和OS上均取得统计学和临床的显著改善：中位PFS分别为8.3 vs.4.2个月， HR=0.49(95% CI：0.39-0.62，p<0.0001);中位OS为NRvs.17.4个月，HR=0.60(95% CI：0.44-0.82，双尾 p=0.001)，OSHR值显著优于同适应症其他各类疗法，该行认为一定程度上与该去化疗方案为后续治疗 提供更多选择、毒性累积较低有关。在所有预设关键亚组中也观察到了一致的OS和PFS获益，一线使用 三代EGFR治疗的患者中0.59的OSHR与总体人群一致。两组≥3级的TRAE相似(58% vs.53.8%)。该适应 症的上市申请已于10月获批上市。与同靶点竞品Dato-DXd相比，Sac-TMT的口腔黏膜炎、眼表毒性和 间质性肺炎等发生概率更低，血液学毒性发生率更高但临床管理更有经验。值得注意的是，在D ...

Core Viewpoint - The report from CMB International indicates an optimistic outlook for the sales of Sac-TMT and Bodo-Tuzumab based on regulatory approval progress, leading to an upward revision of revenue forecasts for 2025-2027 by 0-5% and an increase in peak sales projections to RMB 6.4 billion and RMB 1.1 billion respectively. The DCF target price has risen to HKD 549, maintaining a "Buy" rating for Kelun-Botai Biopharmaceuticals (06990), driven by the significant global value of the ADC product matrix supported by clinical data [1]. Group 1 - Sac-TMT sets a new benchmark for EGFR mutation-resistant NSCLC treatment: The results of the Phase III OptiTROP-Lung04 study presented at the ESMO conference show that the Sac-TMT treatment group achieved statistically and clinically significant improvements in PFS and OS compared to the control group, with median PFS of 8.3 vs. 4.2 months (HR=0.49, 95% CI: 0.39-0.62, p<0.0001) and median OS of NR vs. 17.4 months (HR=0.60, 95% CI: 0.44-0.82, two-tailed p=0.001) [2]. - The application for marketing authorization for this indication was approved in October, and Sac-TMT shows lower incidence rates of oral mucositis, ocular toxicity, and interstitial lung disease compared to competitor Dato-DXd, although it has a higher incidence of hematological toxicity [2]. Group 2 - The ADC product matrix has also made significant progress in breast cancer: The marketing application for Sac-TMT for second-line and above HR+/HER2- breast cancer has recently been accepted by the CDE, and Bodo-Tuzumab was approved for the first time in October for 2L+ HER2-positive breast cancer. The results of their respective Phase III studies were also presented at the ESMO conference [3]. - In the OptiTROP-Breast02 study, Sac-TMT achieved statistically significant PFS improvement (median 8.3 vs. 4.1 months, HR 0.35, p<0.0001), with preliminary OS HR of 0.33 observed across all predefined subgroups [3]. - In the KL166-III-06 study, Bodo-Tuzumab outperformed T-DM1, significantly extending median PFS (11.1 vs. 4.4 months, HR 0.39, p<0.0001) [3].

Core Insights - CloudTop New Horizon (云顶新耀) held a strategic investor communication meeting on October 21, 2023, with key management team members present, including the new chairman Wu Yifang [2] - The company aims to enhance its product pipeline and maximize commercial value through a "dual-driven" strategy, focusing on self-research, licensing, acquisitions, and capital empowerment [2] - CloudTop plans to introduce more than three significant products in the next 6 to 12 months [2] Product Development - The company has entered a critical harvest period in its product pipeline, particularly in nephrology, infectious diseases, and autoimmune diseases, with sales revenue from the product Renfu Kang® nearing RMB 1 billion by Q3 2025 [3] - The product Weishiping® (艾曲莫德) is expected to become a significant growth driver for the company [3] - CloudTop is leveraging its mRNA tumor therapeutic vaccine platform and autologous CAR-T platform to strengthen its self-research capabilities and explore high-growth areas like ophthalmology [3] Clinical Trials and Collaborations - The new generation covalent reversible BTK inhibitor EVER001 (希布替尼) has shown promising results, with sustained benefits observed in patients during a 104-week follow-up period [3] - The company plans to initiate pivotal registration clinical trials for EVER001 in 2026 and is set to start human trials for its autologous CAR-T project by the end of 2025 [3] - CloudTop has signed a collaboration agreement with I-Mab for the development of the eye disease treatment VIS-101 in Greater China, South Korea, and Southeast Asia, aiming to enhance cooperation in innovative research and international development [4]

Core Points - Ipsen has announced a definitive agreement to acquire ImCheck Therapeutics, a French biotechnology company specializing in next-generation immuno-oncology therapies, focusing on the ICT01 program for treating acute myeloid leukemia (AML) [1][5][6] - The acquisition aims to enhance Ipsen's oncology R&D portfolio and is expected to facilitate the launch of a Phase IIb/III trial for ICT01 in 2026, leveraging promising data from ongoing clinical trials [3][6] Transaction Details - The acquisition involves a payment of €350 million at closing, with potential total payments reaching up to €1 billion contingent on regulatory approvals and sales milestones [5][6] - The transaction is expected to be finalized by the end of Q1 2026, subject to customary closing conditions [7] Clinical Program Insights - ICT01 is a first-in-class monoclonal antibody targeting BTN3A, showing high therapeutic response rates in ongoing Phase I/II trials, particularly for patients ineligible for intensive chemotherapy [2][3][6] - The EVICTION trial data indicated that the combination of ICT01 with venetoclax and azacitidine resulted in nearly double the response rate compared to historical data for standard care [3][6] Company Background - Ipsen is a global biopharmaceutical group focused on developing innovative medicines in oncology, rare diseases, and neuroscience, with nearly 100 years of experience in drug development [11] - ImCheck Therapeutics is developing a new generation of immunotherapeutic antibodies targeting butyrophilins, with the potential to transform treatments in oncology and other fields [12][14]

Core Insights - The collaboration between Innovent Biologics and Takeda Pharmaceutical is a significant strategic partnership valued at $11.4 billion, featuring high upfront payments, milestone payments, and revenue sharing [1][2][4] - The focus product, IBI363, is a next-generation immuno-oncology therapy that will be co-developed and commercialized in the U.S. market, marking a new era of international commercialization for Innovent [2][4] Group 1: Financial Aspects - Innovent will receive an upfront payment of $1.2 billion, which includes a $100 million premium for strategic equity investment, along with potential milestone payments [1][3] - The revenue sharing model for IBI363 in the U.S. will be split 40/60 between Innovent and Takeda, indicating a strong financial incentive for both parties [1][3] Group 2: Product Development - IBI363 is a globally innovative bispecific antibody fusion protein that activates dual immune pathways, targeting both PD-1/PD-L1 and IL-2, which enhances its therapeutic potential [4][5] - The product has shown promising clinical activity in difficult-to-treat malignancies, including immune-resistant lung cancer and melanoma, suggesting a broad market potential [5][6] Group 3: Strategic Implications - This partnership represents a new model of collaboration between domestic biotech firms and multinational pharmaceutical companies, showcasing a comprehensive approach to drug development [3][4] - The collaboration is expected to enhance Innovent's global clinical trial capabilities and expedite the commercialization of its innovative products in major markets [5][6]