2026 年 03 月 03 日 行业日报 看好/维持 <<太平洋医药日报（20260227）： Zongertinib 获 FDA 加速批准>>-- 2026-03-01 <<太平洋医药日报（20260226）：礼来 塞普替尼三期临床成功>>--2026- 02-27 <<太平洋医药日报（20260225）：酶替 代疗法 Loargys 获 FDA 批准>>-- 2026-02-26 医药 医药 太平洋医药日报（20260303）：礼来 Lebrikizumab 在华申报上市 ◼ 走势比较 (10%) (2%) 6% 14% 22% 30% 25/3/3 25/5/15 25/7/27 25/10/8 25/12/20 26/3/3 ◼ 子行业评级 | 化学制药 | 无评级 | | --- | --- | | 中药生产 | 无评级 | | 生物医药Ⅱ | 中性 | | 其 他 医 药 医 | 中性 | | 疗 | | 相关研究报告 证券分析师：周豫 电话： E-MAIL：zhouyua@tpyzq.com 分析师登记编号：S1190523060002 证券分析师：张崴 电话： E-MAIL：zhangwei ...

Core Insights - Roche has entered into a global exclusive collaboration and licensing agreement with Qianxin Biotech for the development, production, and commercialization of QX031N, with a total deal value of up to $1.07 billion [1][2][10] Group 1: Product Overview - QX031N is a long-acting bispecific antibody targeting TSLP and IL-33, proteins involved in respiratory diseases such as COPD and asthma [2][3] - The potential market for QX031N is significant, with nearly 100 million COPD patients in China and an increasing prevalence of asthma, affecting approximately 45.7 million individuals aged 20 and above [3] Group 2: Company Performance - Qianxin Biotech reported a revenue of RMB 206.5 million for the six months ending June 30, 2025, a year-on-year increase of 359.69%, while the loss for the period was reduced by 83.11% to RMB 30.9 million [6][7] - The company has established a leading integrated antibody drug development platform, which supports the efficient discovery and development of differentiated candidate molecules [4] Group 3: Market Position and Future Prospects - The company has one approved product, QX001S, a biosimilar to ustekinumab, and aims to commercialize three self-developed products by 2027 [8][9] - The revenue for the first half of the year was primarily driven by licensing agreements, including upfront payments and milestone fees related to QX030N and QX004N [9]