Core Insights - ALK has entered a partnership with Changchun GeneScience Pharmaceutical Co. Ltd. to develop and commercialize its house dust mite allergy immunotherapy products in Mainland China [2][3][10] - GenSci will have exclusive rights to ALK's Alutard HDM product, skin prick tests, and ACARIZAX SLIT-tablet until the end of 2039, while ALK will handle production and supply [3][10] - The partnership aims to accelerate market uptake of ALK's products in China, which has a significant number of individuals suffering from HDM allergies but low treatment penetration [6][10] Company Overview - ALK is a global specialty pharmaceutical company focused on allergy and allergic asthma, headquartered in Hørsholm, Denmark, employing around 2,800 people [16] - GenSci is a leading biopharmaceutical company in China with over 9,000 employees, specializing in pediatric and women's health, and is involved in multiple therapeutic areas [17] Financial Implications - The partnership is not expected to materially impact ALK's revenue and earnings in 2025, but is projected to become accretive to earnings margin in the medium term due to savings on capacity costs and clinical expenses [9][10] - ALK will receive an upfront payment of approximately DKK 245 million and is eligible for milestone payments up to DKK 1.3 billion, which will be recognized as revenue over the partnership's duration [12][10] Strategic Goals - GenSci plans to allocate a significant sales force to promote ALK's products and engage in market-building activities, including education and collaborations with healthcare providers [6][10] - Both companies will explore collaboration on innovation for other allergic diseases, with GenSci focusing on the Chinese market and ALK on international markets [8]

Core Viewpoint - AstraZeneca's asthma drug Fasenra did not meet the primary endpoint in a late-stage study for patients with chronic obstructive pulmonary disease (COPD) [1] Company Summary - AstraZeneca announced the failure of Fasenra in a late-stage clinical trial [1] Industry Summary - The outcome of the study may impact the competitive landscape for asthma and COPD treatments [1]

In the ever-unpredictable theater of global finance, one figure consistently commands the spotlight with a flair for the dramatic and a penchant for market-moving pronouncements: Donald J. Trump. Recent days have seen a fresh flurry of activity, from grand trade deals to audacious lawsuits and ambitious policy proposals, each sending ripples, if not tidal waves, through the intricate machinery of the stock market. It’s a spectacle where policy flip-flops are performed with Olympic precision, and market reac ...

Core Insights - Sanofi's brivekimig demonstrated positive results in the HS-OBTAIN phase 2a study for treating moderate-to-severe hidradenitis suppurativa (HS), showing clinically meaningful improvements in the primary endpoint of Hidradenitis Suppurativa Clinical Response (HiSCR50) [1][3][6] - The study indicated that brivekimig was well tolerated, with no serious adverse events reported [1][4] - The results will be presented at the European Academy of Dermatology and Venereology (EADV) 2025 Congress in Paris [1] Study Details - The HS-OBTAIN study was a randomized, double-blind, placebo-controlled trial assessing the efficacy and safety of brivekimig in biologic-naïve adults with moderate-to-severe HS [3][8] - Patients were randomized 2:1 to receive brivekimig 150 mg or placebo subcutaneously every two weeks for 16 weeks, followed by a 12-week open-label period and an 8-week safety follow-up [9] - The primary efficacy endpoint was the percentage of participants achieving HiSCR50 at week 16, with additional endpoints including HiSCR75, HiSCR90, and draining tunnel count [9] Efficacy Results - At week 16, 67% of patients in the brivekimig group achieved HiSCR50 compared to 37% in the placebo group, with a probability of superiority of 99.28% [7] - For HiSCR75, 54% of patients treated with brivekimig achieved this endpoint versus 22% with placebo [7] - HiSCR90 was achieved by 31% of patients in the brivekimig group compared to 9% in the placebo group [7] - The mean percent change from baseline in draining tunnel count was -56.0% for brivekimig versus +10.9% for placebo [7] Company Commitment - Sanofi emphasizes its commitment to addressing underlying inflammation in chronic inflammatory skin diseases through innovative treatments like brivekimig [5][6] - The company is exploring brivekimig's potential across a range of immune-mediated diseases [6][10]

- Abstract highlights additional primary and secondary data from Phase 3 STAR-1 clinical study of XYNGARIâ"¢ for the treatment of moderate-to-severe acne - SAN DIEGO, CA / ACCESS Newswire / September 17, 2025 / Dermata Therapeutics, Inc. (Nasdaq:DRMA)(Nasdaq:DRMAW) ("Dermata" or the "Company"), a science-driven leader in dermatologic solutions, today announced the presentation of an abstract from its XYNGARIâ"¢ (also known as DMT310) Phase 3 Spongilla Treatment of Acne Research clinical trial (STAR-1) will ...

WILMINGTON, Del.--(BUSINESS WIRE)---- $INCY #EADV25--Incyte Announces New 24-Week Phase 3 Data from the STOP-HS Clinical Trial Program of Povorcitinib in Hidradenitis Suppurativa at EADV 2025. ...

Core Viewpoint - U.S. drugmaker Bristol Myers Squibb has signed an agreement to sell its 60% ownership stake in a pharmaceutical joint venture in China [1] Company Summary - Bristol Myers Squibb is divesting its majority stake in a joint venture, indicating a strategic shift in its operations in the Chinese market [1] Industry Summary - The sale reflects ongoing trends in the pharmaceutical industry where companies are reassessing their international partnerships and market presence, particularly in rapidly evolving markets like China [1]

香港特区施政报告：吸引更多药企落户香港，进行罕见病药、高端肿瘤药及先进疗法制品等临床试验和治疗。成立“AI效能提升组”统筹和指导各政府部门有效应用AI，並研究重组不合时宜的工作流程。 ...

Key TakeawaysHong Kong's Hang Seng Tech Index surged over 2%, driven by a nearly 10% jump in Baidu shares amid reports of its self-designed AI chip utilization and broader tech sector strength.The U.S. Dollar softened across the board as markets firmed bets on a Federal Reserve interest rate cut this week, following remarks from Chair Powell.China is actively trialing its first domestically built advanced tools for AI chipmaking, a strategic move to reduce reliance on foreign technology amidst U.S. export r ...

各种底部的票 大的 小的 机器人 ，自研芯片，创新药，大块头注入新逻辑，各种 抓流动性，散打。 又进入去年11-12月的熟悉模式！ 最近我们在做几个专题。 ai算力 最近海内外都没新高了，资金松动之后，就开始散打了。 每次tesla开始涨，我就懂了！ 进入散打时间 ...