Group 1 - The core point of the article is that the company, Furuida, is preparing to submit its research product, Upatinib sustained-release tablets, for approval after completing all necessary research work [2] - Upon passing the review, the company will obtain a drug production license, allowing the product to be available for clinical use [2]

公司要闻： 国邦医药（605507）：公司发布公告，公司拟对董事、高管在内的270名员工实施员工持股计划，拟筹 集资金总额不超过1.85 亿元，涉及的股票总数不超过股本总额的10%，存续期为24 个月，锁定期为12 个月。 泰恩康（301263）：公司发布公告，子公司山东华铂凯盛于近日收到国家药品监督管理局签发的巴瑞替 尼片《药品注册证书》，经审查，本品符合药品注册的有关要求，批准注册。 一品红（300723）：公司发布公告，子公司广州一品红于近日收到国家药品监督管理局核准签发的艾司 奥美拉唑镁肠溶干混悬剂《药品注册证书》，，经审查，本品符合药品注册的有关要求，批准注册。 恩华药业（002262）：公司发布公告，近日收到国家药品监督管理局签发的盐酸羟考酮缓释片《药品注 册证书》，经审查，本品符合药品注册的有关要求，批准注册。 市场表现： 2025 年11 月28 日，医药板块涨跌幅+0.14%，跑输沪深300 指数0.11pct，涨跌幅居申万31 个子行业第27 名。各医药子行业中，医疗设备(+1.53%)、医院（+0.95%)、其他生物制品(+0.70%)表现居前，线下药 店（-0.55%）、疫苗(-0.4 ...

Core Viewpoint - The acceptance of the market application for the generic drug Upadacitinib extended-release tablets by Shandong Nuohuo Kang Pharmaceutical Co., Ltd. marks a significant development in the competitive landscape of the JAK inhibitor market, which is projected to reach $8 billion in annual sales by 2026 [1][5][17]. Group 1: Market Dynamics - Upadacitinib, developed by AbbVie, has seen explosive sales growth since its FDA approval in August 2019, with sales increasing from $47 million in its initial year to approximately $2.7 billion in 2023 [3][5]. - The global market demand for Upadacitinib is rapidly increasing, with a projected annual sales figure nearing $8 billion by 2026 [5]. - In China, the sales of Upadacitinib have surged, with a reported increase of over 9271% in 2023, reaching sales of 81.71 million yuan, and further projected growth of 12098% in the first half of 2024 [9]. Group 2: Competitive Landscape - A total of 15 generic pharmaceutical companies have submitted applications for Upadacitinib, indicating a highly competitive environment for the first generic version [11]. - The patent landscape has shifted, with the core compound patent for Upadacitinib declared invalid in China, allowing generic manufacturers to enter the market sooner than expected [14][16]. - The ongoing patent disputes and the approval of new indications for Upadacitinib are expected to intensify competition among generic manufacturers [17].