8月21日晚，先声药业（02096.HK）发布2025年中期业绩报告。期内实现营收35.85亿元，同比增长 15.1%；归属于公司权益股东的利润达6.04亿元，同比大幅增长32.2%，经调整后净利润6.51亿元，增幅 21.1%。其中，创新药业务表现尤为亮眼，收入达27.76亿元，同比增长26.0%，占总收入的77.4%，成为 业绩增长的主要驱动力。 三大治疗领域全面开花，神经科学与抗肿瘤领域增长强劲 从治疗领域来看，先声药业的业务布局呈现全面发展态势。神经科学领域收入达12.49亿元，占总收入 的34.8%，同比增长37.3%；抗肿瘤领域收入8.74亿元，占总收入的24.4%，同比增长41.1%；自身免疫 领域收入8.78亿元，占总收入的24.5%，同比增长3.3%。 神经科学领域的强劲增长主要得益于先必新®（依达拉奉右莰醇注射用浓溶液）在卒中注射液市场的持 续扩张，该产品市场份额已达约29%，报告期内新增覆盖患者约91万人，已覆盖超5900家医疗机构。同 时，2024年底获批上市的先必新®舌下片及2025年6月新获批的科唯可®（盐酸达利雷生片）也为该领 域注入新的增长动力。其中，科唯可®作为EMA唯一批准 ...

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]