【重大事项】 MIRXES-B(02629)：GASTROClear™获批中国国家药监局胃癌筛查IVD注册证 京东物流(02618)拟2.7亿美元收购京东集团本地即时配送服务业务 加强"最后一公里"配送能力 汇丰控股(00005)拟将恒生银行(00011)私有化 复宏汉霖(02696)：汉斯状® (斯鲁利单抗注射液)联合化疗用于胃癌新辅助/辅助治疗的3期临床研究达到 主要研究终点 【经营业绩】 宝龙地产(01238)前9个月合约销售总额约54.31亿元，同比减少43.64% 迅销(06288)发布年度业绩，股东应占溢利4330.09亿日圆 同比增长16.4% 10月10日复牌 景瑞控股(01862)前9个月合约签约销售额7.40亿元 同比减少49.52% 东风集团股份(00489)前9个月累计汽车销量为131.68万辆 同比下降约3.6% 药师帮(09885)第三季度厂牌首推业务交易总额约6.584亿元，同比增长163% 药明巨诺-B(02126)：国家药监局正式受理倍诺达®使用国产病毒载体的上市后补充申请 舜宇光学 (02382)拟约19.03亿元转让上海奥来并入股歌尔光学 携手歌尔布局 AI/AR 光学业 ...

本次申请是基於一项II期单臂研究，目的是评估和论证使用新工艺病毒载体(JWLV011)生产的瑞基奥仑 赛注射液，与使用现有病毒载体生产的瑞基奥仑赛注射液产品可比。目前本研究已完成至少3个月随 访：观察到的3个月最佳客观缓解率("ORR")为66.67%，疾病完全缓解率("CR")为41.67%。最常见的严 重不良事件为血细胞减少；CAR-T相关毒性如细胞因子释放综合征("CRS")，多 为1级，无≥3级CRS发 生，无任何级别免疫效应细胞相关神经毒性综合征("ICANS")发生。综合有效性、安全性结果，本研究 的临床资料表明，由国产慢病毒载体(JWLV011)生产的瑞基奥仑赛注射液，与现有慢病毒载体生产的产 品具有临床可比性。 药明巨诺董事长兼首席执行官刘敏先生表示："慢病毒载体不仅是细胞治疗产品最重要的生产原材料之 一，也是成本最高的生产原材料。慢病毒载体的国产替代，对於公司有着重要的战略意义。在成功完成 病毒载体替代後，我们的商业化商品及临床开发的供货将更为稳定，产品成本也将实现大幅度的下降， 较低的成本将使得公司能够更好地应对商业化的竞争以及保险谈判，这使得我们有机会实现倍诺达®商 业化价值的巨大提升。 ...

Core Viewpoint - WuXi AppTec's revenue for the six months ending June 30, 2025, reached RMB 106.3 million, representing a year-on-year increase of 22.5% driven by sales of its commercialized product, Benauda®, and a non-exclusive license granted to Juno for JW sLVV production technology and related patents [1] Financial Performance - Revenue for the period was RMB 106.3 million, up 22.5% year-on-year [1] - Gross profit increased by 48.9% to RMB 65.1 million, primarily due to incremental contributions from the sLVV licensing [1] - The gross margin from product sales improved from 50.4% for the six months ending June 30, 2024, to 51.1% for the current period [1] Operational Efficiency - The company is focused on enhancing production operational efficiency, exploring new technologies for process improvement, and implementing cost reduction plans [1]

Group 1 - The company reported a revenue of 106 million RMB for the six months ending June 30, 2025, representing a year-on-year increase of 22.5% [1] - Gross profit reached 65.12 million RMB, showing a year-on-year increase of 48.86% [1] - Research and development expenses amounted to 92.04 million RMB, indicating a focus on innovation and product development [1] Group 2 - The leading product, Benaoda®, has made continuous progress in commercialization [2] - The company completed patient enrollment for a clinical trial of Benaoda® as a second-line treatment for relapsed or refractory large B-cell lymphoma (LBCL) patients [2] - The National Medical Products Administration granted Benaoda® "Breakthrough Therapy Designation" in January 2025, and a supplemental new drug application (sNDA) was submitted in May 2025 [2] - The company developed its own platform technology and successfully produced lentiviral vectors for Benaoda®, reducing product costs [2] - Clinical studies have shown comparable results to existing lentiviral vectors, and patient enrollment for the investigational new drug application (IND) has been completed [2] - Significant progress has been made in developing innovative products with global commercialization potential [2]

Group 1 - The company reported a revenue of RMB 158 million for the year ending December 31, 2024, representing a 9% decrease year-on-year [1] - The net loss for the year was RMB 591 million, a reduction of 23.1% compared to the previous year [1] - Research and development expenses amounted to RMB 283 million, down 31.58% year-on-year [1] - The loss per share was RMB 1.43 [1] Group 2 - The company achieved significant progress in developing, producing, and commercializing cell immunotherapy products, with operational efficiency improvements such as stable gross margins and reduced cash outflows [2] - The leading product, Benauda®, continued to make progress in commercialization, with approvals from the National Medical Products Administration (NMPA) for clinical trials in specific patient groups [2] - Benauda® became the first cell therapy product approved in China for treating r/r Mantle Cell Lymphoma (MCL) patients [2] - The company has established a strong commercial team responsible for the commercialization of Benauda® in China, enhancing its sales, marketing, and market access capabilities [2]