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。 ...