南京生物医药谷50余项产品技术国内外首创 以创新为引擎 全速竞逐医药新赛道 "未来10年，对于脑科学领域是个机遇，比如脑卒中患者有语言障碍，只要戴上一顶'魔法帽'，他的想 法就能变成文字显示出来，这也是我们中心正在孵化的'汉语魔法帽'项目。"程和平院士介绍。 早在今年3月，江北新区揭牌成立"江苏省类脑智能技术创新中心"。该中心由北京大学分子医学南京转 化研究院牵头，联合南京医科大学、南京脑科医院等多方资源，计划用5年时间突破一批前沿科技成 果。 不仅是脑科学领域，在基因与细胞治疗、器官芯片等前沿赛道上，南京生物医药谷也在加速布局，比如 在基因与细胞治疗方面，已打造了涵盖基因检测、诊断、试剂、免疫细胞治疗、CAR-T细胞治疗的全产 业链。本月初，园区企业尧唐生物宣布完成超3亿元B轮融资，公司首席技术官王子君博士表示："处在 药谷这样的产业集群之中，为企业发展带来了很多助力，尧唐生物也得以快速发展。" □ 南京日报/紫金山新闻记者 李都 通讯员 钱钰玲 全球首款全人源BCMA CAR-T细胞治疗1类新药福可苏、全球首创"硒代技术"的1类抗流感新药济可 舒、全球首个且唯一获得NMPA、FDA、CE认证的肿瘤NGS大 ...

5 天前，药捷安康 -B 还是一支港股上市刚刚两个多月的小透明， IPO 后股价表现虽然不错，相比发行价涨了好几倍，但知 名度只局限在创新药的圈子里。后缀带的 B 意思是 Biotechnology ，根据港交所上市规则 18A ，凡是未盈利的生物科技公 司，都得带上这个 B 。 将投中网设为"星标⭐"，第一时间收获最新推送 又没了。 作者丨 张楠 来源丨 投中网 5 天后，也就是 9 月 16 日午间，药捷安康成为全市场的焦点，所有投资群都在问 " 药捷安康是谁 " ？原因过去的这 5 天 里，药捷安康股价从 9 月 10 日开盘的 70.7 港元， 9 月 16 日盘中最高飙升至 679.5 港元，市值最高近 2700 亿港元。 这个市值是什么概念？大约是老牌创新药龙头，市值 1200 亿港元康方生物的 2 倍多、 1600 亿港元信达生物的 1.6 倍，甚 至已经逼近百济神州 3000 亿的港股市值。并且迄今为止，药捷安康还是一家 0 营收，也就是没有产生过任何收入的公司。 药捷安康在 600 多港元的价格足足晃了多半天，截至本文第一次完稿，我都没有想到剧本会走成这样。 9 月 16 日下午 2 点 0 ...

Core Viewpoint - Xiansheng Pharmaceutical (02096) reported strong interim results for the six months ending June 30, 2025, with significant revenue growth driven by its innovative drug business Financial Performance - The company achieved a revenue of 3.585 billion RMB, representing a year-on-year increase of 15.1% [1] - Net profit attributable to shareholders reached 604 million RMB, up 32.2% year-on-year [2] - Adjusted net profit attributable to the parent company was 651 million RMB, reflecting a growth of 21.1% [2] Business Segmentation - The innovative drug business contributed 2.776 billion RMB, accounting for 77.4% of total revenue, with a year-on-year increase of 26% [1] - Neuroscience revenue was 1.249 billion RMB, showing a robust growth of 37.3% year-on-year [1] - Oncology revenue reached 874 million RMB, marking a significant increase of 41.1% year-on-year [1] - Autoimmunity revenue remained stable at 878 million RMB, with a growth of 3.3% year-on-year [1] Research and Development - The company increased its R&D investment to 1.028 billion RMB, a substantial rise of 68% year-on-year, representing 28.7% of total revenue [2]

Core Viewpoint - The company reported strong interim results for the six months ending June 30, 2025, with significant growth in revenue and net profit, driven primarily by its innovative drug business [1][2] Financial Performance - The company achieved revenue of 35.85 billion RMB, representing a year-on-year increase of 15.1% [1] - Net profit attributable to shareholders reached 6.04 billion RMB, up 32.2% year-on-year [2] - Adjusted net profit was 6.51 billion RMB, reflecting a growth of 21.1% [2] Business Segments - The innovative drug business contributed 27.76 billion RMB, accounting for 77.4% of total revenue, with a year-on-year increase of 26% [1] - Neuroscience revenue was 12.49 billion RMB, showing a significant increase of 37.3% [1] - Oncology revenue reached 8.74 billion RMB, marking a substantial growth of 41.1% [1] - Autoimmunity revenue remained stable at 8.78 billion RMB, with a year-on-year growth of 3.3% [1] Research and Development - The company increased its R&D investment to 10.28 billion RMB, a year-on-year increase of 68%, which now represents 28.7% of total revenue, up from 19.7% in the same period last year [2]

Group 1 - The company reported a revenue of RMB 3.585 billion for the six months ending June 30, 2025, representing a year-on-year increase of 15.14% [1] - Net profit reached RMB 604 million, showing a year-on-year growth of 32.2% [1] - Basic earnings per share were RMB 0.25, with adjusted profit attributable to equity shareholders amounting to RMB 651 million, a 21.1% increase compared to RMB 538 million in the same period last year [1] Group 2 - The company's portfolio of commercialized innovative drugs has expanded to ten products, including Enzhu, Aidesin, Xianbixin, Envida, Kexaila, Xianuoxin, Enlitai, Xianbixin sublingual tablets, Kewike, and Enzeshu, covering fields such as neuroscience, oncology, autoimmune diseases, and infections [1] - Innovative drug business revenue was RMB 2.776 billion, accounting for 77.4% of total revenue for the six months ending June 30, 2025 [1]

Core Insights - The article highlights the successful launch of two class 1 new drugs, Enzeshushu and Jike Shushu, from companies in the Nanjing Biopharmaceutical Valley, marking a significant achievement in the biopharmaceutical industry [1][2][3] Group 1: Drug Development and Innovation - Jike Shushu, a new anti-influenza drug, was developed in just 6 years, significantly faster than the typical 10-year timeline for class 1 new drugs [2] - Enzeshushu, targeting ovarian cancer, took 17 years from inception to approval, showcasing the long-term commitment required in drug development [3] - The successful development of these drugs reflects a combination of innovation and perseverance, particularly during challenging times such as the COVID-19 pandemic [2][3] Group 2: Supportive Ecosystem - The Nanjing Biopharmaceutical Valley provides essential support services, including regulatory guidance and infrastructure, which facilitate the drug development process for companies [4][5] - The Jiangbei New District has completed nearly 1,800 product technical reviews and over 300 on-site verifications, aiding companies like Xiansheng Pharmaceutical and Reindeer Biotech in accelerating their product launches [5] - The establishment of a public service platform allows startups to access necessary research facilities without the burden of high initial costs, fostering innovation [5] Group 3: Future Prospects - There are currently over 200 class 1 new drugs in development within the biopharmaceutical valley, indicating a robust pipeline for future approvals [5] - The presence of regional technology transfer centers is expected to further enhance the innovation landscape, leading to more new drug developments [5][6] - The Nanjing Biopharmaceutical Valley is becoming a prominent hub for both established and emerging companies, contributing to the growth of the biopharmaceutical industry in the region [6]

Core Viewpoint - Nanjing Weili Zhizhi Bio-Tech Co., Ltd. successfully listed on the Hong Kong Stock Exchange, raising up to $189 million, marking the second listing in Nanjing Jiangbei New Area this year [1] Company Overview - Founded in 2012, Weili Zhizhi is a clinical-stage biotech company focused on discovering, developing, and commercializing new therapies for cancer, autoimmune diseases, and other major diseases [1] - The company has a diverse product portfolio with 14 innovative drug candidates, including 4 core products, all of which are leading in global clinical progress [1] Product Highlights - LBL-024, a dual-targeting antibody drug, is the first and only candidate drug globally to enter the registration clinical stage targeting PD-L1 and 4-1BB [2] - LBL-024's initial indication is for lung neuroendocrine carcinoma, a malignancy with limited effective treatment options [2] - Clinical data shows LBL-024 demonstrates good efficacy and safety in both monotherapy and combination therapy, providing new hope for patients facing treatment challenges [2] - The drug has received breakthrough therapy designation from the National Medical Products Administration and orphan drug status from the FDA for treating neuroendocrine carcinoma [2] - LBL-024 is also approved for clinical research in several other cancers, including small cell lung cancer, cholangiocarcinoma, ovarian cancer, non-small cell lung cancer, esophageal squamous cell carcinoma, liver cancer, and gastric cancer [2] Industry Context - The Nanjing Jiangbei New Area is experiencing rapid development in the life and health industry, with a total of 405 listed drug products, including 6 first-class new drugs [3] - The area is focused on creating an innovative ecosystem for the biopharmaceutical industry, integrating research, production, and application [3]

3月24日，先声药业发布2024年全年业绩报告，尽管面临行业政策调整和市场竞争加剧的压力，先 声药业依然实现了稳健的增长，并在多个关键领域取得了显著进展。报告期内，实现全年营业收入 66.35亿元人民币，属于公司权益股东的利润为7.33亿元，均创上市以来历史新高。值得关注的是，经调 整净利润达10.18亿元，同比大幅增长41.6%，主要得益于创新药收入占比提升带动毛利润增长。 创新药业务持续发力，治疗领域布局成效显著 从业务结构看，创新药收入占比达74.3%，贡献49.28亿元，成为业绩核心引擎。分治疗领域来看， 2024年，其神经科学领域收入达21.74亿元，占总收入的32.8%，同比增长10.4%；自身免疫领域收入 18.11亿元，同比增长28.0%。尽管抗肿瘤领域收入有所下降，但这主要是由于产品组合调整和市场竞争 因素所致，而并非整体业务趋势的反映。 此外，先声药业在研发管线上的持续投入开始结出硕果。报告期内，其成功将两款创新产品推向市 场：恩立妥(西妥昔单抗β注射液)和先必新舌下片。此外，还有三项新药上市申请已获国家药品监督管 理局受理，包括用于卵巢癌治疗的恩泽舒、治疗慢性失眠障碍的科唯可以及抗流感药 ...