7月25日，南京江北新区生物医药谷园区企业南京维立志博生物科技股份有限公司在港交所主板成功挂 牌上市，股份代号：09887，预计募集资金总额可达1.89亿美元(含绿鞋)。这也是今年南京江北新区第二 家上市企业。 作为一家处于临床阶段的生物科技公司，维立志博于2012年成立，十余年来，团队始终专注于肿瘤、自 身免疫性疾病及其他重大疾病新疗法的发现、开发及商业化。 如今，公司已拥有涵盖14款创新候选药物的多元化产品组合，包括4款核心及主要产品，各款产品组合 均处于全球临床进度领先的候选药物之列。 不仅是LBL-024这一核心产品，维立志博还有5款其他临床阶段候选药物、8款额外临床前阶段候选药 物。不断扩展的创新管线，也赢得资本市场的瞩目，截至目前，企业已完成8轮融资。 值得一提的是，就在一个月前，南京江北新区企业药捷安康也在港交所鸣锣上市。其间，新区生物医药 谷还有两款一类新药接连获批上市：先声药业的一类新药恩泽舒，成为我国首个取得铂耐药卵巢癌全人 群适应症的靶向药；征祥医药自主研发的一类新药济可舒，为流感治疗带来新选择。 药企争相上市的背后，是南京江北新区生命健康产业发展如火如荼。截至目前，园区上市药品总数达到 ...

□ 南京日报/紫金山新闻记者 徐宁 在全国高校生物医药区域技术转移转化中心（江苏南京）生物医药公共服务平台，研发人员在实验室进 行检测实验。 通讯员 刘植花 南京日报/紫金山新闻记者 孙中元 摄 江北新区中科超精"麒麟刀"技术创新产业园区今年建成。该园区占地约116亩，是亚洲单体最大的光电 子放疗高端装备研发制造基地。 通讯员 郭煜 南京日报/紫金山新闻记者 孙中元 摄 7月16日下午召开的全市产业攻坚汇报交流暨推进大会，既是半年来产业强市建设的成果展示，更是一 次再动员、再部署。 本次大会释放鲜明信号——南京坚定不移加快推进现代化产业体系建设，进一步凝聚政企合力，深入实 施产业强市战略，推动产业攻坚大突破。 亮机制！以"1+4+6"为轴，形成全市攻坚合力 本次大会上，"1+4+6"被各部门、板块、企业频频提及。 其中，"1"代表2023年6月南京产业强市三年行动计划发布实施，建立市产业强市办公室；"4"代表今年3 月揭牌成立的人工智能（软件）、机器人、生物医药、新一代信息通信4个产业攻坚推进办公室；"6"代 表调整设立智能网联新能源汽车、低空经济（航空航天）、集成电路、智能电网、新材料、智能制造装 备6个产 ...

Group 1 - The 2024 list of China's top 100 pharmaceutical companies highlights the concentration and high-quality development of the pharmaceutical industry, with two companies from Nanjing, Xiansheng Pharmaceutical and Jianyou Co., Ltd., making the list [1] - Xiansheng Pharmaceutical has over 74% of its revenue coming from innovative drugs, with 10 innovative drugs launched, including the recently approved Enzeshushu, a targeted drug for platinum-resistant ovarian cancer [1] - Jianyou Co., Ltd. is a leading producer of heparin raw materials in China, successfully entering high-end markets in Europe and the United States, with a global customer base that includes Pfizer, Merck, and Sanofi [1] Group 2 - The "2025 China Drug R&D Strength Rankings" emphasizes "R&D value," with three companies from Nanjing's Jiangbei New District Biopharmaceutical Valley making the list, including Jianyou Co., Ltd. and Yaoshi Technology [2] - The rankings are based on various metrics, including drug approval status, R&D investment, clinical trial performance, and patent scores, reflecting the highest standards in China's CRO/CDMO industry [2] - Yaoshi Technology is recognized as a global leader in drug development, having collaborated with over 80% of the top 20 pharmaceutical companies worldwide [3] Group 3 - The Nanjing Jiangbei New District Biopharmaceutical Valley has gathered over 1,300 biopharmaceutical companies, indicating a robust industry cluster [4]

Group 1: Market Overview - The Hang Seng Index closed down by 151 points, ending at 24,069, after initially rising to a high of 24,269 before falling below the 24,000 mark [3][4] - The total trading volume for the day was 231.25 billion HKD, with net outflows from northbound trading amounting to 3.05 billion HKD [3][4] - Major blue-chip stocks such as Alibaba, Tencent, and Meituan experienced declines of 2.9%, 0.1%, and 2.5% respectively [3] Group 2: Industry Dynamics - The June PMI for China's service sector showed a slowdown in growth, contributing to the weak performance of the Hong Kong stock market [4] - The ongoing price war in the Chinese electric vehicle market is expected to shift towards non-price incentives starting in 2025, as the market matures [8] - AlixPartners predicts that by 2030, only 15 out of 129 electric vehicle brands in China will remain financially viable, capturing three-quarters of the market share [8] Group 3: Company News - Yuexiu Property reported a contract sales amount of approximately 61.5 billion RMB for the first half of the year, an increase of about 11% year-on-year [12] - Xiansheng Pharmaceutical's drug for ovarian cancer has been approved for market in China, addressing a significant unmet clinical need [13] - Shimao Group announced the sale of a 50% stake in a Beijing project for approximately 156 million RMB, expecting a profit of about 52 million RMB from the transaction [14]

Group 1: Drug Approvals and Innovations - Eli Lilly's drug Tirzepatide has received approval for a third indication in China, becoming the first and only prescription drug for treating moderate to severe obstructive sleep apnea in obese adults [1] - Diligent Pharma's innovative lung cancer drug, Shuwotai, has been granted accelerated approval by the FDA for adult patients with locally advanced or metastatic non-small cell lung cancer with EGFR exon 20 insertion mutations [2] - Xiansheng Pharmaceutical's drug Enzashu has been approved in China as the first targeted therapy for all populations of platinum-resistant ovarian cancer, addressing a significant treatment gap in this area [3] Group 2: Financial Performance and Market Trends - Nuotai Bio expects a net profit of 300 to 330 million yuan for the first half of 2025, representing a year-on-year increase of 32.06% to 45.27%, driven by significant sales growth in peptide raw materials [4] - The recent surge in net profit forecasts from several companies, including Nuotai Bio, reflects the ongoing strong market demand for GLP-1 weight loss drugs [4] - Kangyuan Pharmaceutical's KYS2301 gel has received clinical trial approval for atopic dermatitis, marking a significant advancement in the treatment options available for this condition [5][6]

Core Insights - The approval of Enzeshou® (suvorexant injection) by the National Medical Products Administration (NMPA) in China marks a significant advancement in the treatment of platinum-resistant ovarian cancer, providing a much-needed therapeutic option for patients who have undergone limited prior systemic treatment [1][2] - Enzeshou® is a next-generation recombinant humanized monoclonal antibody targeting vascular endothelial growth factor (VEGF), demonstrating superior efficacy compared to existing treatments like Bevacizumab in preclinical studies [2] Group 1: Drug Approval and Indications - Enzeshou® received approval on June 30, 2025, for use in adult patients with recurrent ovarian cancer, fallopian tube cancer, or primary peritoneal cancer who are platinum-resistant and have received no more than one prior systemic therapy [1] - The drug addresses a significant unmet clinical need in China, as there are currently no approved anti-angiogenic therapies for platinum-resistant ovarian cancer, particularly for patients previously treated with anti-angiogenic therapies [1] Group 2: Clinical Efficacy - The Phase III clinical trial (SCORES study) demonstrated significant improvements in progression-free survival (PFS), with median PFS extending from 2.73 months to 5.49 months, and a hazard ratio (HR) of 0.46 (0.35, 0.60), with a p-value of less than 0.0001 [2] - The trial also indicated a 23% reduction in the risk of death for the treatment group compared to the control group, with an overall survival (OS) hazard ratio of 0.77 and a p-value of 0.0304, marking Enzeshou® as the first vascular-targeted drug to show significant OS benefits in the platinum-resistant ovarian cancer population [2]

Core Viewpoint - The National Medical Products Administration has approved the marketing of Suweisita monoclonal antibody (brand name: Enzeshu) by Jiangsu Hengrui Medicine Co., Ltd., providing a new treatment option for patients with recurrent ovarian cancer, fallopian tube cancer, or primary peritoneal cancer after platinum-based therapy [1] Group 1 - The approved indication for Suweisita is in combination with paclitaxel, liposomal doxorubicin, or topotecan for adult patients who have received no more than one prior systemic therapy [1] - The launch of this product offers new therapeutic choices for relevant patients [1]

Core Viewpoint - The recent surge in the Hong Kong innovative drug sector, particularly for Xiansheng Pharmaceutical, is driven by favorable factors such as the cyclical resurgence of COVID-19 and record-breaking domestic innovative drug business development (BD) deals [1] Group 1: Stock Performance - Xiansheng Pharmaceutical's stock price has experienced a continuous rise since May 16, achieving a maximum increase of 28.33% by May 21, with a cumulative increase of nearly 50% year-to-date [1] - The stock has shown significant trading activity, with over 25 million shares traded on three consecutive days from May 19 to 21, indicating strong market interest [4] Group 2: Business Development Potential - The recent $60.5 billion BD deal between Innovent Biologics and Pfizer has spotlighted the potential of Chinese innovative drugs, with Xiansheng Pharmaceutical being a key player in this growth [2] - Xiansheng Pharmaceutical has developed multiple ADC (antibody-drug conjugate) candidates targeting various biomarkers, with products like SCR-A006 showing Best-in-Class potential [2] Group 3: International Expansion - Xiansheng Pharmaceutical has established a track record in international markets, with its first overseas deal for SIM0278 setting a record for domestic autoimmune drug BD at the time [3] - The company has secured a licensing agreement exceeding $1 billion for SIM0500 with AbbVie, currently undergoing clinical trials in the U.S. and China [3] Group 4: Innovation and R&D - The company has invested over 8.5 billion yuan in R&D over six years, developing over 60 innovative drug candidates across various therapeutic areas [5] - Three new drug molecules are in the NDA approval process, while four are in Phase III clinical trials, indicating a robust pipeline [5] - The anticipated launch of significant new drugs will further enhance the company's position in the global biopharmaceutical market [5]