第十一批国家组织药品集中采购文件于近日发布后，企业开始参与申报工作。和往年的集采规则不 同的是，今年首次允许医疗机构可以按药品的具体品牌报量。"这充分体现了稳临床的导向。"中国药科 大学医药价格研究中心主任路云在接受中青报·中青网记者采访时说。 此次集采规则明确，医疗机构报量的品牌如果中选，该品牌企业将直接成为该医疗机构的供应企 业，提高临床需求与供应的匹配度。根据国家医保局提供的数据，有4.6万家医疗机构参加了本次集采 报量，报量的77%具体到了品牌。 首都医科大学宣武医院药学部主任张兰表示，医疗机构希望集采尽量不改变临床用药习惯，为了保 持原有的实际诊疗状况，大部分医院会选择按照厂牌来报量。以宣武医院为例，在第十一批集采的55个 药品当中，约50个按照厂牌报量。剩下的几个品种，或是不在厂牌名单里，或是非过评药品，医院选择 按照通用名报量。路云表示，这也会提高患者用药的依从度，体现了以患者为中心的导向。 根据集采规则，对于医疗机构需求大但企业报价未入围的情况，如报价未入围的企业接受入围企业 的中选价格，本次集采给予中选机会。这可以鼓励临床认可度高的企业积极中选，更好地满足临床需 求。 路云介绍，此次集采在选 ...

陶表示，医疗卫生是越俄合作关键领域，体现了双方在医师培训、药品与疫苗供应、现代技术及医 疗基础设施建设方面的高度互信。她期待两国科研机构和高科技医学中心进一步加强合作，尤其在癌症 治疗和药品生产等领域开拓更多机遇。 VNVC董事会主席兼总经理吴志勇表示，VNVC已建成覆盖全国近240个接种点的服务网络，每年 可提供数千万剂高质量疫苗。其新建疫苗工厂也已动工，全面投产后预计每年可供应数亿剂疫苗和生物 制品。预计到2027年底，VNVC疫苗和生物制品厂将启动生产来自俄罗斯及世界多国的新一代疫苗和先 进生物药品。 据悉，2025年5月，VNVC先后与俄加马列亚流行病与微生物学国家研究中心、Binnopharm制药集 团等生物技术领域重要伙伴签署合作协议，共同推动研发、投资、技术转让及高科技生物药和疫苗—— 包括抗癌mRNA疫苗——的商业化进程。 梅津特斯公司是俄生物技术制药头部企业之一，拥有20多年药品、医疗器械和药学原料研发与生产 经验。凭借扎实的科研能力和符合国际标准生产体系，该公司在全球技术合作项目中享有良好声誉。 （原标题：越俄加强疫苗等生物医药技术合作） 越通社9月15日报道，俄罗斯梅津特斯制药公司（Me ...

Core Viewpoint - Fengyuan Pharmaceutical's stock price has increased by 0.99% to 7.14 yuan, with a total market capitalization of 3.318 billion yuan and a price-to-earnings ratio of 21.82 times [1] Group 1: Financial Performance - The company reported that its revenue contributions from drug manufacturing and retail distribution are 46.65% and 49.75% respectively for the year 2024 [1] - The total trading volume for the day was 117 million yuan, with the stock reaching a high of 7.16 yuan and a low of 7.02 yuan during trading [1] Group 2: Share Transfer Announcement - On August 11, the company announced that its controlling shareholder, Fengyuan Group, along with its concerted parties, plans to transfer 23.6986 million shares, representing 5.1% of the total share capital, to Hainan Guihe Dayi Investment Partnership through a private agreement [1] - The transfer price is set at 6.72 yuan per share, totaling 159 million yuan, with the acquiring party expressing confidence in the company's future development [1]

Group 1 - The Shanghai Composite Index rose by 0.96%, closing at 3617.6 points, while the Hang Seng Index increased by 0.68%, closing at 24902.53 points [1] - The premium of Haiprui's A-shares over H-shares reached 125.21%, ranking 16th among AH shares [1] - Haiprui's A-shares closed at 13.26 yuan, with a gain of 0.68%, and H-shares closed at 6.43 HKD, up by 3.38% [1] Group 2 - Shenzhen Haiprui Pharmaceutical Group Co., Ltd. was established in 1998 and is a leading multinational pharmaceutical company with A+H dual financing platforms [1] - The company's main business covers the entire heparin industry chain, biopharmaceutical CDMO, and the investment, development, and commercialization of innovative drugs [1] - Haiprui's three business segments are synergistic, driven by unmet clinical needs, aiming to provide high-quality, safe, and effective drugs and services to global patients [1]

Group 1 - The establishment of Huaxi Tang'an Bio-Tech in Guangming marks a significant strategic deployment for Huaxi Bio, expanding its diversification beyond hyaluronic acid and establishing a global non-animal heparin full industry chain platform in the Guangdong-Hong Kong-Macao Greater Bay Area [2] - Huaxi Bio focuses on synthetic biology, with four main business segments: bioactive raw materials, pharmaceuticals and medical devices, skin science innovation, and nutritional science innovation, featuring brands such as Runzhi, Runbaiyan, Kuadi, Mibeier, and BM Jihuo [2] - Huaxi Tang'an has achieved multi-dimensional technological breakthroughs in the field of fully enzymatic synthesis of heparin, with applications in cosmetics, pharmaceuticals, and medical devices, serving as key drugs for the prevention and treatment of thromboembolic diseases, myocardial infarction, and anticoagulation in cardiovascular surgeries [2] Group 2 - The signing ceremony included agreements with Guangming District, the National Bio-Manufacturing Industry Innovation Center, and Xingbo Shenghui Private Venture Capital Fund for landing and angel round financing [3] - A roundtable forum titled "Synthetic Biology Empowering Heparin Industry Transformation" was held with key figures from academia and industry, including Zhang Xian'en, Guo Xueping, Ma Yingfei, Gu Zheyi, and Fang Xing [3] Group 3 - Guangming District has gathered over 130 enterprises in the synthetic biology field, with an estimated industry valuation of nearly 40 billion [4]

Core Viewpoint - The establishment of Huaxi Tang'an Bio-Tech in Guangming Science City marks a significant strategic deployment for Huaxi Bio, expanding its diversification beyond hyaluronic acid and establishing a global non-animal heparin full industry chain platform in the Guangdong-Hong Kong-Macao Greater Bay Area [1][3]. Group 1: Company Development - Huaxi Bio focuses on synthetic biology, emphasizing glycomics and cell biology, and has developed four major business segments: bioactive raw materials, pharmaceuticals and medical devices, skin science innovation, and nutritional science innovation [1]. - Huaxi Tang'an has achieved multi-dimensional technological breakthroughs in the field of enzyme-synthesized heparin, with applications in cosmetics, pharmaceuticals, and medical devices, particularly in preventing and treating thromboembolic diseases and cardiovascular surgeries [1][3]. Group 2: Industry Collaboration and Ecosystem - The signing ceremony involved partnerships with Guangming District, the National Bio-Manufacturing Industry Innovation Center, and private equity funds, leveraging policy and resource advantages to accelerate project development [3]. - Guangming District has attracted over 130 companies in the synthetic biology sector, with an estimated industry valuation of nearly 40 billion, establishing a comprehensive innovation ecosystem covering research, technology development, and talent support [3][4]. Group 3: Future Prospects - The establishment of Huaxi Tang'an is expected to attract more upstream and downstream enterprises in the medical beauty and cosmetics sectors, contributing to the creation of a distinctive industrial cluster in Guangming [4].

Core Viewpoint - Changshan Pharmaceutical has gained significant attention due to the approval of its weight loss indication for Aibennate, with its stock price rising substantially in recent days, reflecting the growing interest in GLP-1 receptor agonists in the market [3][4][7] Company Summary - Changshan Pharmaceutical's stock price closed at 50.69 yuan per share on June 24, 2023, marking a 2.55% increase, and has seen a total increase of 136.71% since the beginning of 2025 [3][4] - The company has faced continuous losses for two consecutive years, with net losses of 1.24 billion yuan in 2023 and 249 million yuan in 2024, primarily due to declining prices in the heparin market [5][8] - The approval for Aibennate's clinical trials is a step towards diversifying the company's revenue sources, which have heavily relied on heparin products [7][8] Industry Summary - The GLP-1 market is rapidly expanding, with a projected global market size of approximately 52.83 billion USD in 2024, reflecting a 46% year-on-year growth [14] - Major players in the GLP-1 market include Novo Nordisk and Eli Lilly, which dominate with significant market shares of 55% and 31%, respectively [14] - There are over 50 candidates in clinical development for GLP-1 receptor agonists in China, indicating a highly competitive landscape [15][17] - The competition is intensifying, with multiple companies racing to develop innovative formulations, including multi-target, ultra-long-acting, and oral dosage forms [17]

Market Overview - On the last trading day of May, the A-share market experienced a weak fluctuation with a decline in both volume and price, led by technology stocks, resulting in nearly 4,200 stocks closing lower [1][2] - The Shanghai Composite Index fell by 0.47% to 3,347.49 points, while the ChiNext Index dropped by 0.96% to 1,993.19 points, with total trading volume decreasing to 1.16 trillion yuan [2][3] Sector Performance - The agriculture, forestry, animal husbandry, and fishery sector led the gains, with stocks like Juxing Agriculture and Xiangjia Co. hitting the daily limit [5] - Defensive sectors such as banking and pharmaceuticals also showed slight gains, while technology stocks faced significant declines, with many sectors experiencing drops of nearly 2% [6][7] Individual Stock Movements - A total of 1,116 stocks rose, with 53 hitting the daily limit, while 4,163 stocks fell, including 19 hitting the lower limit [3] - Notable declines were observed in technology-related sectors, including a 3.29% drop in the reducer sector and a 3.14% drop in molten salt energy storage [9] Investor Sentiment - Investor sentiment appears cautious ahead of the Dragon Boat Festival holiday, with some choosing to hold cash due to uncertainties in overseas factors [1][10] - The market lacks clear industry themes, leading to insufficient overall trading volume, which may limit potential rebounds in technology stocks [10][12] Future Outlook - Analysts suggest that if trading volume exceeds 1.2 trillion yuan post-holiday, technology stocks may see a technical rebound; otherwise, sector rotation may continue [11] - The market is expected to maintain a fluctuating pattern, with indices oscillating between 3,300 and 3,400 points in the short term, while long-term focus remains on sectors benefiting from policy support and technological self-reliance [12][13]