Core Viewpoint - Lee's Pharmaceutical (00950) has shown significant stock price increase following the release of its interim results, indicating strong sales performance and growth in profit [1] Financial Performance - The company reported revenue of HKD 695 million, representing a year-on-year increase of 5.5% [1] - The profit attributable to shareholders for the first half of 2025 was HKD 67.185 million, reflecting a year-on-year growth of 7.5% [1] Product Development and Approvals - Lee's Pharmaceutical announced that its subsidiary, Zhaoke Pharmaceutical, received approval for the new indication of the anti-PD-L1 monoclonal antibody, Socazolimab [1] - The company is developing an aerosol inhalation fentanyl product, AZ003, which is aimed at effectively managing breakthrough cancer pain, with Phase II clinical results expected to be presented at ASCO 2024 [1] Industry Insights - According to Zhongtai Securities, recent advancements in dual antibodies, ADCs, small molecule targeted therapies (TKIs), and cell therapies are extending overall survival (OS) for cancer patients [1] - The focus on improving the quality of life (QoL) for cancer patients has become increasingly important, with fewer companies developing targeted medications for palliative care [1] - The report suggests that the market for palliative treatments addressing cancer cachexia and breakthrough pain is expected to see the emergence of several major products, highlighting investment opportunities [1]

此外，中泰证券发布研报称，近年来双抗、ADC、小分子靶向药（TKI）、细胞治疗等创新疗法推进肿 瘤患者OS逐步延长，荷瘤患者的生存质量（QoL）是临床实践中关注的重要问题，过去较少药企做针 对性的药物开发。肿瘤恶病质和爆发性癌痛的"姑息治疗学科"关注的重要问题。该行指出，李氏大药厂 研发的芬太尼气溶胶吸入剂AZ003，可有效控制癌痛爆发痛，其2期临床结果于2024年ASCO发表。该行 认为该赛道未来将出现多个大单品，值得投资者重视。 消息面上，李氏大药厂此前发布中期业绩，该集团取得收益6.95亿港元，同比增加5.5%；主要由集团产 品组合稳健的销售表现所带动。2025年上半年的公司拥有人应占纯利为6718.5万港元，同比增加7.5%。 值得注意的是，李氏大药厂7月底公告称，旗下子公司兆科肿瘤申报的抗PD-L1单克隆抗体索卡佐利单 抗新适应症上市申请已获得批准。 智通财经APP获悉，李氏大药厂(00950)午后涨超27%，截至发稿，涨20.9%，报2.43港元，成交额 4490.21万港元。 ...

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Lee's Pharmaceutical Holdings Limited, which rose over 21% and is currently trading at 21 HKD, with a trading volume of 31.96 million HKD [1] - The company reported a mid-term revenue of 695 million HKD, reflecting a year-on-year increase of 5.5%, driven by strong sales performance of its product portfolio [1] - The net profit attributable to shareholders for the first half of 2025 was 67.185 million HKD, representing a year-on-year increase of 7.5%, indicating a sustainable growth trajectory and improved operational strength [1] Group 2 - The company announced that its subsidiary, Zhaoke Pharmaceutical, received approval for a new indication for its anti-PD-L1 monoclonal antibody, Socazolimab, for use in combination chemotherapy as a first-line treatment for extensive-stage small cell lung cancer [1] - This approval marks the second indication for Socazolimab, following its initial conditional approval for the treatment of recurrent or metastatic cervical cancer [1]

李氏大药厂(00950)尾盘涨超21%，截至发稿，涨16.02%，报21港元，成交额3195.61万港元。 消息面上，李氏大药厂此前发布中期业绩，该集团取得收益6.95亿港元，同比增加5.5%；主要由集团产 品组合稳健的销售表现所带动。2025年上半年的公司拥有人应占纯利为6718.5万港元，同比增加7.5%。 此表现加强去年确立的可持续增长轨迹，并反映集团进一步巩固营运实力及财务纪律。每股盈利11.41 港仙。 值得注意的是，李氏大药厂7月底公告称，旗下子公司兆科肿瘤申报的抗PD-L1单克隆抗体索卡佐利单 抗新适应症上市申请已获得批准。根据李氏大药厂公开资料可知，该药本次获批的适应症为联合化疗一 线治疗广泛期小细胞肺癌。此举标志着索卡佐利单抗注射液继最初有条件获批用于治疗复发或转移性子 宫颈癌后第二个获批准的适应症。 ...