近日，又一创新药企正式向港交所提交上市申请。根据港交所披露，浙江时迈药业股份有限公司-B(简 称：时迈药业)已递交主板上市招股书，由华泰国际担任独家保荐人。在此之前，时迈药业已于2022年 成功完成3.3亿元C轮融资，投后估值达到22.3亿元，吸引了包括贝达药业（300558）、贝加投资、温氏 股份（300498）、杭州高新金投、浙商证券（601878）及迈百瑞等多家知名机构的参与。 公开信息显示，时迈药业成立于2017年，作为下一代T细胞衔接器(TCE)疗法的先驱及全球领军企业， 旨在利用并引导人体免疫系统对抗癌症的下一代免疫疗法，公司已开发下一代先锋疗法遮蔽型TCE，可 在肿瘤中被选择性激活，用于治疗实体瘤。 时迈药业此番冲刺资本市场，正值全球TCE赛道进入高速发展期。自2024年下半年以来，该领域交易热 度持续攀升，国际巨头争相加码TCE赛道。在此背景下，作为一家专注于实体瘤TCE疗法、且具备多款 全球前列临床管线的企业，时迈药业的上市进程亦自然备受瞩目。 布局TCE疗法 四款创新药物处于临床阶段 智通财经APP了解到，时迈药业目前仍处于临床研发阶段，并无产品商业化。财务数据显示，2023年、 2024 ...

Group 1 - Shimai Pharmaceutical plans to list on the Hong Kong Stock Exchange, having submitted its application with Huatai International as the sole sponsor [1] - Established in 2017, Shimai is a pioneer in next-generation T-cell engagers (TCE) aimed at utilizing the human immune system to combat cancer, with four self-developed clinical-stage candidates [1] - The company's core technology, the masking TCE, is designed for selective activation in tumors, focusing on solid tumors, which aligns with the growth trend in the TCE sector [1] Group 2 - Gilead Sciences announced the entry of its new generation of drugs ASC36 and ASC35 into clinical development, targeting obesity with a planned FDA submission in Q2 2026 [2] - ASC36 and ASC35 are proprietary long-acting combination formulations with superior physicochemical stability, designed to avoid aggregation and precipitation [2] - ASC36 is positioned as a cornerstone therapy for treating metabolic diseases, potentially offering better efficacy and tolerability compared to GLP-1 therapies [2] Group 3 - InnoCare Pharma's new drug DB-1418 has been approved for clinical trials in China, targeting advanced/metastatic solid tumors as an EGFR/HER3 bispecific antibody-drug conjugate (ADC) [3] - The approval of DB-1418 aims to address treatment bottlenecks in resistant solid tumors, enhancing the company's pipeline competitiveness [3] Group 4 - InnoCare Pharma reported a nearly 60% increase in total revenue for the first three quarters of 2025, reaching 1.12 billion yuan, driven by the sales growth of its core product, BTK inhibitor Orelabrutinib [4] - Orelabrutinib's revenue increased by 45.8% year-on-year, surpassing last year's total revenue, while the company's losses narrowed by 74.8% to 70 million yuan [4] - The revenue growth and reduced losses indicate a potential profitability turning point, which may accelerate the advancement of the innovation pipeline and strengthen the company's position in the BTK field [4]