近日，丽珠集团发布投资者调研记录，围绕公司在免疫领域的创新药莱康奇塔单抗及疫苗领域的研发进展进行了详细 交流。 在疫苗领域，公司正在推进流感灭活疫苗和重组人促卵泡激素注射液的研发。四价重组蛋白流感疫苗预计在2026年上 半年进入II期临床，而重组人促卵泡激素注射液预计在2026年内获批上市。公司强调将继续利用AI技术提升研发效 率，缩短研发周期，进一步增强市场竞争力。 公告中提到，在免疫领域，莱康奇塔单抗作为公司的核心标志性成果，目前正在进行中重度银屑病及强直性脊柱炎的 临床研究。其中银屑病适应症已申报上市并纳入CDE优先审评，预计最快在今年底获批。强直性脊柱炎适应症预计在 2026年二季度申报上市。III期临床研究显示，莱康奇塔单抗组第12周PASI100应答率为49.5%，显著优于司库奇尤单抗 的40.2%。此外，公司还启动了海外合作洽谈，未来将探讨新适应症开发。 （丽珠集团公告） ...

白云山公告称，其分公司何济公制药厂收到国家药监局签发的口洁喷雾剂《药品补充申请批准通知 书》，批准变更药品规格，将其由"每瓶装20ml"规范为"每1ml相当于饮片240mg，含薄荷脑13mg、桉油 2.5μl"。何济公制药厂于2025年11月4日递交申请，11月17日获受理。截至公告日，该药品研发已投入约 241.36万元。2024年国内市场销售额5064万元，何济公制药厂销售收入1894万元。此次获批对当期业绩 无重大影响。 ...

OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--FDA Accepts New Drug Application and Grants Priority Review for Takeda's Oveporexton as a Potential First-in-Class Therapy for Narcolepsy Type 1. ...

Core Insights - The company anticipates revenue growth for 2026 to be in the mid-to-high single-digit percentage range, indicating a positive outlook for future sales performance [1] - Core earnings per share are expected to increase by a low double-digit percentage, reflecting strong profitability expectations [1]

Core Insights - The pharmaceutical giant reported profits that met expectations and revenue that slightly exceeded forecasts on Tuesday [1] Financial Performance - Profit was in line with market expectations [1] - Revenue slightly beat forecasts [1]

AstraZeneca on Tuesday forecast profit and sales growth in 2026, betting on demand for its cancer and cardiovascular treatments while the drugmaker pursues massive expansion in the U.S. and China. ...

Core Insights - Nicox SA will present phase 3 clinical study results for NCX 470 at the American Glaucoma Society (AGS) Annual Meeting 2026, highlighting the product's medical effectiveness [1][2] - The presentations will include two podium sessions focusing on the efficacy, safety, and mechanism of action of NCX 470, which is a nitric oxide-donating bimatoprost eye drop [2][3] Company Overview - Nicox is an international ophthalmology company focused on innovative solutions for ocular health, with NCX 470 as its lead late-stage development program [5] - The company has licensing agreements for NCX 470 with Kowa for global markets and Ocumension Therapeutics for China, Korea, and Southeast Asia [5] - Nicox also has a preclinical program for NCX 1728, a nitric oxide-donating phosphodiesterase-5 inhibitor, and generates revenue from its product ZERVIATE® for allergic conjunctivitis [5] Presentation Details - The AGS 2026 Annual Meeting will take place from February 19 to February 22, 2026, in Rancho Mirage, CA, U.S. [3] - Key presentations include: - "A Randomized Trial Comparing NCX 470 0.1% and Latanoprost 0.005% for Open-Angle Glaucoma" by Dr. S. Asrani on February 20, 2026 [3] - "Aqueous Humor Dynamics of NCX 470" by Dr. A. Sit on February 20, 2026 [3] - "Outcomes in the United States Subgroup of the Denali Trial" [3]

Market Performance - The BSE Sensex traded 144 points higher, or 0.2%, at 84,210, while the Nifty 50 was up by 55 points to start the day at 25,922, or 0.21% higher [1][11] - The Nifty Smallcap index outperformed the frontline gauges, advancing 0.55% after surging 2.65% in the previous session [11] Key Stock Movements - On the Sensex, Titan Company, Sun Pharma, NTPC, Axis Bank, and Bharti Airtel were among the top gainers, rising up to 1.5% [2][11] - Laggards included HCL Tech, Bajaj Finance, IndiGo, and Asian Paints, which fell in the range of 0.5%-1% [11] Investment Trends - Foreign portfolio investors (FPIs) net bought shares worth Rs 2,255 crore on February 9, while domestic institutional investors (DIIs) were net buyers of just Rs 4.15 crore [5][12] - VK Vijayakumar of Geojit Investments noted strengthening market tailwinds as economic growth prospects improve, particularly with a revival in private capital expenditure [12] Economic Indicators - Data from a sample of listed companies showed a 13.1% year-on-year rise in fixed assets in H1FY26, indicating a pickup in private investment [12] - The improving performance of the broader market, especially in small caps, could enhance retail investor sentiment [12] Global Market Context - U.S. equities ended higher, with the S&P 500 and Nasdaq gaining momentum as technology stocks stabilized after a previous selloff [6][12] - Asian markets were mixed, with Japan's Nikkei 225 extending its post-election rally to fresh highs, benefiting from the "Takaichi trade" [7][12] Commodity Prices - Oil prices edged lower, with Brent crude futures slipping 25 cents, or 0.4%, to $68.79 per barrel, and U.S. West Texas Intermediate crude declining 23 cents, or 0.4%, to $64.13 per barrel [9][12] Currency Exchange - The Indian rupee opened 0.05% higher at 90.71 against the U.S. dollar, compared to the previous close of 90.7575 [10][12]

In a regulatory filing on Tuesday, the company said it and its wholly owned subsidiary, Under the agreement, Lupin will pay Astellas $90 million, which includes a prepaid option payment of $75 million, along with a prepaid per-unit licence fee for each unit of the Lupin product sold from the date of settlement through September 2027. The financial and commercial terms of the settlement remain confidential.The company said the agreement resolves its pending litigation with Astellas and enables it to continu ...

Core Viewpoint - Indian drugmaker Lupin has settled a patent infringement dispute with Japan's Astellas Pharma regarding the bladder disorder drug Mirabegron, enabling Lupin to continue selling the product [1] Company Summary - Lupin has reached a settlement that allows it to maintain its market presence for Mirabegron, a drug used to treat bladder disorders [1] - The resolution of this dispute is significant for Lupin as it secures its ability to sell a key product without legal hindrances [1] Industry Summary - The settlement highlights ongoing patent disputes within the pharmaceutical industry, particularly concerning generic drug manufacturers and brand-name companies [1] - The outcome of such disputes can influence market dynamics and competition in the bladder disorder treatment segment [1]