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和铂医药宣布就一款临床阶段抗体产品达成授权协议及股权合作
Xin Lang Cai Jing· 2026-02-23 00:25
来源:滚动播报 和铂医药2月23日宣布,与Solstice Oncology(一家由多个头部风险投资机构联合创立的临床阶段生物技 术公司)达成授权协议及股权合作,授予对方一款临床阶段候选产品HBM4003在大中华区以外地区的 独家开发及商业化权益。根据协议,和铂医药将获得总价值逾1.05亿美元的前期对价,包括现金形式的 5000万美元首付款、500万美元近期付款以及价值逾5000万美元的Solstice Oncology股权。此外,基于未 来特定里程碑事件的达成,和铂医药还有资格进一步获得最高约11亿美元的开发、监管及商业里程碑付 款,以及基于大中华区以外地区净销售额的分级特许权使用费。 ...
基石药业(02616) - 自愿公告 - 舒格利单抗III期非小细胞肺癌新适应症获英国MHRA批准
2026-02-23 00:06
基石藥業 ( 於開曼群島註冊成立的有限公司 ) (股份代號:2616) 自願公告 舒格利單抗I I I期非小細胞肺癌新適應症獲英國MH R A批准 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分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。 本公告乃由基石藥業(「本公司」連同其附屬公司統稱「本集團」或「基石藥業」)自願作出,以使 本公司股東及潛在投資者瞭解本集團的最新業務發展。 本公告所作出的前瞻性陳述僅與本文作出該陳述當日的事件或資料有關。除法律規定外,於作出前 瞻性陳述當日之後,無論是否出現新資料、未來事件或其他情況,我們並無責任更新或公開修改任 何前瞻性陳述及預料之外的事件。請細閱本公告,並理解我們的實際未來業績或表現可能與預期有 重大差異。本公告中有關我們或任何董事及╱或本公司的意向的陳述或提述乃於本公告刊發日期作 出。任何該等意向均可能因未來發展而出現變動。 CStone Pharmaceuticals • 繼歐盟委員會(EC)批准後,舒格利單抗III期NSCLC新適應症再獲英國MHR ...
鲲石生物获 5000 万人民币 A 轮融资,加速巨噬细胞药物创新
Xin Lang Cai Jing· 2026-02-22 19:57
(来源:名城苏州网) 鲲石生物凭借其独创的四大技术平台,从根源上解决了自体CAR-M疗法"难转导、成本高、周期长、抗 肿瘤能力弱"的核心难题。 病毒改造技术突破 转自:名城苏州网 鲲石自主研发的巨噬细胞特异性病毒改造技术,将腺病毒与慢病毒对巨噬细胞的转导效率提升至90%以 上,解决CAR-M基因递送效率低下的行业难题。 BioBAY园内企业鲲石生物近日完成 5000 万元人民币 A 轮融资,用于深入推进其全球领先的巨噬细胞 药物研发及临床转化。 第三代CAR-M 本轮融资将重点用于公司全球领先的巨噬细胞药物平台建设,加速推进自主研发的第三代 CAR-M 靶向 HER2 管线的 IND 申报、一期临床进程以及胰腺癌,肺癌等管线临床前研究和 IIT 探索。此次融资的顺 利完成,不仅体现了资本市场对公司在巨噬细胞药物领域创新能力和研发进展的高度认可,也为后续临 床转化奠定了坚实基础。 鲲石全球首创第三代CAR-M串联了巨噬细胞自体增殖活化所必需的细胞因子,促进CAR-M长期存活, 改变肿瘤微环境,已经完成10例患者的IIT临床试验。 体内CAR-M技术 技术平台驱动,破解 CAR-M 成药难题 临床数据亮眼,验证" ...
复宏汉霖新药临床试验获中美批准,股价近期表现强劲
Xin Lang Cai Jing· 2026-02-21 10:55
来源:经济观察网 受研发进展提振,复宏汉霖股价近期表现强劲。截至2026年2月20日收盘,股价报72.25港元,单日上涨 2.48%,近5日累计上涨0.42%,近20日涨幅达14.50%。资金面上,2月20日总净流入817.78万港元,主力 资金净流入251.74万港元;技术指标显示MACD柱状图转正,短期动能偏强。 以上内容基于公开资料整理,不构成投资建议。 经济观察网 复宏汉霖宣布其研发的HLX15-SC(重组抗CD38全人单克隆抗体注射液-皮下注射)用于多 发性骨髓瘤治疗的临床试验取得关键进展。2026年2月16日,公司宣布其1期临床试验申请获美国食品药 品管理局(FDA)批准;此前于2月14日,该申请已获中国国家药监局批准开展Ⅰ期临床试验。HLX15 是达雷妥尤单抗生物类似药,目标市场潜力较大(2024年全球销售额约128.8亿美元)。 股票近期走势 ...
【申万宏源研究春节见闻】贵港:南疆古郡的航运枢纽新阶段 市井经济活跃+AI重塑市民生活习惯
Xin Lang Cai Jing· 2026-02-21 04:27
Core Viewpoint - The article discusses the significant changes in the economic landscape of Guigang, particularly due to the opening of the Pinglu Canal and the influence of AI on daily life, highlighting the city's strategic position and emerging industries [1][3][8]. Group 1: Pinglu Canal and Economic Impact - The Pinglu Canal is a key infrastructure project that will reshape the shipping landscape in Southwest China, expected to be completed by the end of 2026, allowing 5,000-ton vessels to navigate [3][18]. - The canal will reduce shipping distances by over 560 kilometers, saving more than 5.2 billion yuan in annual shipping costs, fundamentally changing the export dynamics of the region [3][18]. - Guigang is positioned as a core city in the Pinglu Canal economic belt, enhancing its role as a transportation hub and facilitating the development of local industries [5][20]. Group 2: Local Economic Activity and AI Influence - The local economy in Guigang has become more vibrant, with increased public activity during the Spring Festival, reflecting a resurgence in consumer engagement [8][23]. - AI applications are becoming prevalent in daily life, influencing consumer habits and advertising strategies, with significant competition among AI service providers [12][28]. - The integration of AI into various sectors is expected to reshape the internet traffic distribution and enterprise software landscape, marking a transformative period for technology companies [12][28].
瑞科生物-B股价下跌,技术面承压与资金流动性不足成主因
Xin Lang Cai Jing· 2026-02-20 08:58
经济观察网 根据2026年2月20日的市场数据,瑞科生物-B(02179.HK)股价下跌可能受以下因素影响: 股价情况 当日股价收报4.22港元,跌幅6.22%,盘中振幅达6.22%。技术指标显示短期均线呈空头排列:5日均线 (4.594港元)与20日均线(5.016港元)均高于收盘价,且KDJ指标中J值低至9.919,处于超卖区间,反 映短期卖压较强。 资金面情况 全日成交额仅1.73万港元,成交量4000股,换手率为0%,显示市场参与度极低。资金流向方面,散户 资金净流出3925港元,主力资金无流入,流动性匮乏可能放大价格波动。 来源:经济观察网 行业板块情况 尽管所属生物技术板块当日上涨1.64%,但恒生指数下跌1.10%,且公司股价近20日累计跌幅达 23.27%,跑输大盘及板块,或受市场对未盈利生物科技公司风险偏好下降的影响。 公司基本面 公司2025年中期财报显示研发成本同比增加46.0%至2.996亿元,而收入仅1090万元,持续亏损状态(市 盈率TTM为-3.68)。市场可能关注其候选疫苗(如REC603、REC610)的研发进展及未来商业化前 景。 以上内容基于公开资料整理,不构成投资建议。 ...
港股异动 | 中国抗体-B(03681)再涨超5% SM17临床前研究凸显治疗CRSwNP和IPF强大潜力
智通财经网· 2026-02-20 07:19
中国抗体董事长、执行董事兼首席执行官梁瑞安称,非常高兴公司在《欧洲呼吸杂志子刊-开放研究》 上发表了关于SM17的临床前研究,突显了其治疗CRSwNP和IPF的潜力。这些结果表明SM17是一种极 具前景的潜在同类首创生物制剂,靶向关键的上游警报素(IL-25)。通过同时靶向Th2炎症、Th17分化和 纤维化,SM17可能为CRSwNP和IPF提供一种多方面的治疗策略,有潜力填补当前针对下游效应器疗法 存在局限性的未满足需求。 智通财经APP获悉,中国抗体-B(03681)再涨超5%,截至发稿,涨4.62%,报2.04港元,成交额1336.18万 港元。 消息面上,中国抗体宣布,其同类首创抗IL-17RB抗体SM17的临床前研究已在《欧洲呼吸杂志子刊-开 放研究》上发表。该研究显示,SM17通过双重抑制Th2/Th17通路及抗纤维化活性,显著改善慢性鼻窦 炎伴鼻息肉(CRSwNP)和特发性肺纤维化(IPF)的病理特征,支持其成为变革性疗法的潜力。 ...
中金:首予瑞博生物-B“跑赢行业”评级 目标价100港元
Xin Lang Cai Jing· 2026-02-20 03:40
Core Viewpoint - CICC initiates coverage of Rebio Biotech-B (06938) with an "outperform" rating, setting a target price of HKD 100.0, indicating a potential upside of 44.9% from the current stock price [1][9]. Company Overview - Rebio is a global leader in small RNA drug development, possessing a proven and mature small RNA drug development platform [2][10]. - Since its establishment in 2007, the company has developed the GalNAc liver-targeting RiboGalSTAR platform and is expanding from liver-targeting to extrahepatic targeting [2][10]. - The company continuously iterates chemical modifications to enhance target specificity and sequence compatibility while reducing off-target effects, thereby improving efficacy and safety [2][10]. - As of the end of 2025, Rebio holds 473 patents and patent applications across major jurisdictions, establishing a comprehensive intellectual property portfolio [2][10]. - The company's R&D platform integrates the entire technical chain, ensuring efficiency in pipeline advancement from CMC production and early research to commercialization [2][10]. Clinical Assets - Rebio is one of the Chinese small RNA companies with the most clinical assets, having seven siRNA candidates in clinical stages as of the end of 2025, with four in Phase II [3][11]. - Key assets include RBD4059 (FXI), RBD5044 (ApoC3), and RBD1016 (HBV) [3][11]. - RBD4059 is the world's first and fastest clinical siRNA drug for treating thrombotic diseases, expected to enter Phase IIb clinical trials in 2026 [3][11]. - RBD5044 is the second siRNA targeting ApoC3 to enter clinical stages, following Arrowhead [3][11]. - RBD1016 is currently being evaluated for its drugability in HBV [3][11]. Market Perspective - The primary market concern is the drugability of FXI inhibitors; however, CICC believes that FXI inhibitors have demonstrated drugability in indications such as stroke and post-knee replacement surgery [4][12]. - FXI siRNA is expected to tackle atrial fibrillation indications due to its higher target inhibition rate [4][12]. Potential Catalysts - The industry is mapping data for FXI inhibitors and ApoC3 siRNA, with multiple Rebio small RNA drugs entering Phase II clinical trials and data readouts expected [5][13].
港股异动 | 基石药业-B(02616)早盘涨超5% 旗下CS2009 II期临床试验申请获美国FDA批准
智通财经网· 2026-02-20 02:56
Core Viewpoint - The approval of the IND application for CS2009 by the FDA marks a significant advancement in the global development of this innovative immunotherapy for advanced solid tumors [1] Group 1: Company Developments - 基石药业's stock rose over 5% in early trading, currently at 6.19 HKD with a trading volume of 26.55 million HKD [1] - The company announced that its core asset CS2009, a tri-specific antibody targeting PD-1/VEGF/CTLA-4, has received FDA approval for its Phase II clinical trial application [1] Group 2: Clinical Trial Insights - Preliminary data from the Phase I clinical study of CS2009 will be presented at the 2025 European Society for Medical Oncology (ESMO) annual meeting, indicating good safety and tolerability, along with positive anti-tumor activity data [1] - Additional data from both Phase I and Phase II clinical studies is expected to be released at the upcoming American Society of Clinical Oncology (ASCO) and ESMO meetings this year [1]
基石药业-B(02616)CS2009(PD-1/VEGF/CTLA-4三特异性抗体)II期临床试验申请获美国FDA批准
智通财经网· 2026-02-20 02:23
Core Viewpoint - The approval of the IND application for CS2009 by the FDA marks a significant advancement in the global development of this innovative immunotherapy for advanced solid tumors [1][2] Group 1: Clinical Trial Details - CS2009 is a tri-specific antibody targeting PD-1, VEGF, and CTLA-4, and is set to undergo a Phase II clinical trial for advanced solid tumors [1] - The Phase II global multi-center clinical trial is actively recruiting in Australia and China, encompassing 15 monotherapy/combo therapy cohorts and 9 solid tumor indications, including non-small cell lung cancer (NSCLC), colorectal cancer (CRC), triple-negative breast cancer (TNBC), extensive-stage small cell lung cancer (ES-SCLC), and platinum-resistant ovarian cancer (PROC) [1] Group 2: Preliminary Data and Future Expectations - Preliminary data from the Phase I clinical study of CS2009 has shown good safety and tolerability, with positive anti-tumor activity results expected to be presented at the upcoming American Society of Clinical Oncology (ASCO) and European Society for Medical Oncology (ESMO) meetings [1] - The CEO of the company expressed satisfaction with the efficient progress of the Phase II clinical trial and highlighted the positive communication with the FDA regarding the drug's performance in the Phase I trial [2]