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，概不會就因本公告全部或任何部分內容而產生或因 依賴該等內容而引致的任何損失承擔任何責任。 Beijing Luzhu Biotechnology Co., Ltd. 北京綠竹生物技術股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2480） 香港聯合交易所有限公司證券上市規則第18A.05條規定的警示聲明：本公司無法 保證LZ901最終將成功開發及營銷。本公司股東及有意投資者於買賣本公司股份 時務請審慎行事。 關於於美國進行的I期臨床試驗 於美國進行的LZ901的I期臨床試驗於2023年2月開始，為一項隨機、雙盲、安慰 劑對照及劑量遞增研究，旨在評估LZ901在50至70歲健康受試者中的安全性及耐 受性。於美國進行的LZ901的I期臨床試驗合共招募66名受試者。 根據於美國進行的LZ901的I期臨床試驗結果，LZ901疫苗高劑量組和低劑量組較 安慰劑組而言，均表現出良好的安全性和免疫原性。本次臨床試驗主要研究目標 為驗證疫苗的安全性，其中僅LZ901疫苗低劑量組出現與 ...

Core Viewpoint - Shanghai Laishi (002252.SZ) has announced a share buyback program, indicating a commitment to returning value to shareholders through the repurchase of its own shares [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 68,321,952 shares, which represents 1.03% of its total share capital [1] - The highest transaction price during the buyback was 7.09 CNY per share, while the lowest was 6.62 CNY per share [1] - The total amount spent on the buyback reached 469,849,037.98 CNY, excluding transaction commissions and other fees [1]

(本文来自第一财经) Akero Therapeutics美股盘前涨超19%，报道称诺和诺德将收购Akero Therapeutics。 ...

Core Viewpoint - The article discusses the IPO application of Chengyi Biotechnology, highlighting its focus on developing oral small molecule drugs for unmet medical needs in cardiovascular metabolic and inflammatory diseases, particularly in weight management and related conditions [4]. Company Overview - Chengyi Biotechnology was established in 2018 and is currently in the clinical stage, aiming to address significant medical needs in the cardiovascular metabolic and inflammatory disease sectors [4]. - The company utilizes its proprietary TRANDD platform to develop a pipeline of products targeting obesity, metabolic-associated fatty liver disease (MASH), osteoarthritis pain, and other cardiovascular metabolic diseases [4]. Product Pipeline - The core candidate drug is ECC5004, an oral small molecule GLP-1 receptor agonist, which has the potential to be the second oral GLP-1 receptor agonist to be listed globally [6]. - Other products include ECC4703, a liver-targeting THR-β agonist expected to be a leading candidate for treating MASH, and ECC0509, an oral small molecule inhibitor of SSAO, which can be used in combination with GLP-1 receptor agonists [6]. Financial Performance - The projected revenues for Chengyi Biotechnology are approximately $36.06 million in 2023, $221 million in 2024, and $557,000 in the first half of 2025, with net profits of -$52.23 million, $139 million, and -$2.01 million for the same periods respectively [6]. - The company completed a $25 million Series C financing round at the end of 2023, with a post-money valuation of approximately $498 million [6]. Shareholding Structure - The latest shareholding structure includes significant stakes from various investors: Jianyi Capital (9.77%), Mifang Capital (5.47%), AstraZeneca (5.02%), and others [7]. Clinical Trials and Collaborations - The clinical pipeline includes ECC5004, which is in collaboration with AstraZeneca, with a total potential milestone payment of up to $1.2 billion, including various payments tied to clinical trial phases and regulatory approvals [8]. - The expected completion date for the trials of ECC5004 is in the fourth quarter of 2025, with additional milestones for further development and commercialization [8].

Core Viewpoint - Zhifei Biological announced the acquisition of an invention patent for a vaccine that can prevent Helicobacter pylori infection, along with its preparation method [1] Company Summary - Zhifei Biological and its wholly-owned subsidiaries, Beijing Zhifei Lvzhu Biological Pharmaceutical Co., Ltd. and Anhui Zhifei Longkema Biological Pharmaceutical Co., Ltd., received the invention patent certificate from the National Intellectual Property Administration of the People's Republic of China [1]

诺和诺德10月9日宣布已签署最终协议，收购Akero Therapeutics，该公司致力于为严重代谢性疾病患者 开发创新疗法。根据协议条款，诺和诺德将在交易完成时以每股54美元现金（总价值47亿美元）收购 Akero全部流通股。 来源：智通财经 ...

Core Insights - The biopharmaceutical industry is facing unprecedented strategic challenges, with over $200 billion in market value evaporating in 2024 due to R&D setbacks, pricing pressures, and geopolitical fluctuations [1] - CEOs must focus on a few critical strategic issues to avoid strategic blind spots and ensure strong corporate performance [1] Strategic Agenda 1: Disruptive Change in Drug Development through AI - Artificial intelligence (AI) is transforming the biopharmaceutical industry, particularly in drug discovery, enhancing early R&D efficiency and reducing pre-validation failure risks [2] - The AI-driven drug discovery market is expected to grow at over 25% annually, reaching $6.3 billion by 2029, with TechBio companies emerging as key players [3] Strategic Agenda 2: Geopolitical Changes and Value Chain Restructuring - Geopolitical risks are prompting CEOs to adapt short-term responses and long-term strategic adjustments, as traditional models of innovation and production are being challenged [14] - China's rise as a biotech powerhouse is reshaping global competition, with significant investments from multinational companies into local R&D centers and partnerships [15] - The U.S. is responding to geopolitical risks with legislative measures and tariffs, creating uncertainty in the biopharmaceutical value chain [17] Strategic Agenda 3: Building a Bidirectional R&D Pipeline - The industry is undergoing a paradigm shift in disease prevention and management, with therapies like GLP-1 and oral PCSK9 inhibitors reshaping treatment approaches [20][21] - Companies must align their strategies with the trend towards proactive health management and ensure their decisions in R&D and market strategies reflect this shift [23] Strategic Agenda 4: Restructuring Talent Systems to Maintain Organizational Effectiveness - The biopharmaceutical industry faces a systemic talent challenge, with traditional workforce models becoming ineffective under current pressures [26] - Companies need to rethink their talent acquisition strategies, focusing on emerging markets and integrating AI into workflows to enhance efficiency [29] - A strategic approach to human resource planning is essential for aligning talent capabilities with business objectives and innovation goals [30] Conclusion - The future will clearly differentiate between industry leaders and followers, with only those companies that act decisively and maintain a clear vision able to thrive in the evolving landscape [31]

Group 1 - The core point of the news is that the clinical trial for the company's self-developed drug, Hanshuai (Sru Li Antibody Injection), has met the primary endpoint of event-free survival (EFS) in a mid-term analysis, supporting an early application for market approval [1] - The study is a randomized, double-blind, multi-center Phase 3 clinical trial comparing the efficacy and safety of Hanshuai combined with chemotherapy against placebo combined with chemotherapy for early gastric cancer patients [1] - The independent data monitoring committee (IDMC) found that Hanshuai combined with chemotherapy showed a significant improvement in EFS compared to the control group, with a pathological complete response (pCR) rate more than three times that of the control group, and a significant reduction in recurrence risk, while safety was good with no new safety signals identified [1] Group 2 - Hanshuai is an innovative anti-PD-1 monoclonal antibody developed by the company, which has been approved for several indications in mainland China, including first-line treatment for squamous non-small cell lung cancer (sq-NSCLC), extensive small cell lung cancer (ES-SCLC), esophageal squamous cell carcinoma (ESCC), and non-squamous non-small cell lung cancer (nsq-NSCLC) [2] - The drug has also been approved in various countries/regions including the EU, UK, Indonesia, Cambodia, Thailand, Malaysia, Singapore, and India, and has received orphan drug designation from regulatory authorities in the US, EU, Switzerland, and South Korea [2] Group 3 - The company is actively advancing multiple clinical trials for Hanshuai and related combination therapies globally, covering a wide range of indications including lung cancer, esophageal cancer, head and neck squamous cancer, colorectal cancer, and gastric cancer [3]

隔夜（10月8日）美股收盘，美股三大指数涨跌不一，纳指涨1.12%，标普500指数涨0.58%，两者均创收盘新高，道指收平。纳斯达克生物科技指 数收涨0.89%，盘中点位创内年新高。10月9日，纳指生物科技ETF(513290)劲爆收涨6.22%，资金已连续16天强势净流入。 【纳斯达克生物科技兼具"强者恒强"优势和"黑马"高弹性】 纳斯达克生物科技指数（NBI）是纳斯达克代表性指数，既囊括美股顶级的生物科技龙头，也囊括了在纳斯达克上市的非美国本土创新药龙头 （包括英国、荷兰、法国、中国等），为全球创新药的行情风向标。指数采用市值加权，前十大权重股合计占比近50%，均为生物科技创新领 域"领头羊"，享受大市值创新药龙头"强者恒强"优势，也兼顾中小市值创新药"黑马"的弹性。 公开资料显示，纳指生物科技ETF（513290）跟踪复制纳指生物科技指数（NBI），是全市场唯一布局全球范围内创新药的ETF！ 纳斯达克生物科技指数成分股多数上涨，KYTX涨超32%、NTLA涨超19%，APGE、QTTB等涨幅居前，福泰制药、吉利德科学等收涨，阿斯利 康、安进、再生元制药收跌。 | 序号 | 代码 | 名称 | 估算权重 ...

目前全球范围内，尚未有国内企业自研的靶向IL-36R抗体获批上市。HB0034作为国内首个自研创新抗 IL-36R抗体，可通过抑制IL-36通路发挥抗炎的生物学效应。根据研究分析结果显示，相比于安慰剂， HB0034单次静脉给药后的第1周GPP发作患者的皮肤脓疱得到明显清除，达到方案预设的主要研究终 点，安全性方面表现良好，未发现新的安全性信号。 智通财经APP讯，华海药业(600521.SH)发布公告，近日，公司下属子公司上海华奥泰生物药业股份有 限公司(简称"华奥泰")收到国家药品监督管理局签发的瑞西奇拜单抗(研发代号为：HB0034)注射液境内 生产药品注册上市许可申请的《受理通知书》。申报适应症：用于治疗成人泛发性脓疱型银屑病(GPP) 发作。 ...