公告显示，百利天恒参与本次接待的人员共6人，为百利天恒董事长、总经理、首席科学官朱义， Systlmmune首席执行官JieD'Elia，Systlmmune首席医学官JonathanCheng，Systlmmune首席技术数据官朱 海，Systlmmune临床运营副总裁BethMetzheiser，百利天恒董事会秘书陈英格。调研接待地点为线上电 话会及公司会议室。 据了解，百利天恒采用线上会议形式开展与投资人的交流会，就公司 2025 年 ASCO 大会数据、近期业 务进展及投资者主要关心的问题进行沟通。今年 ASCO 大会上公司通过口头报告展示核心产品 iza-bren 优异临床数据，在 EGFR 突变外驱动基因变异的 NSCLC 和 SCLC 中均展现显著疗效且安全性良好。 2025年6月5日，百利天恒披露接待调研公告，公司于6月3日接待中信证券、中信里昂、国泰海通、东吴 证券、广发证券等136家机构调研。 据了解，公司创新药研发管线多样化，涵盖三大创新研发平台，基于 ADC 平台开发 9 项临床资产，多 特异性抗体（GNC）平台有 4 款药物处于临床试验阶段，双特异性抗体平台有处于 III 期的临床资 ...

证券代码：600521 证券简称：华海药业 公告编号：临 2025-065 号 债券代码：110076 债券简称：华海转债 浙江华海药业股份有限公司 关于公司投资者接待日活动举办情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 为进一步提高公司治理水平，加强投资者关系管理，增进公司与广大投资者 的沟通和交流，浙江华海药业股份有限公司（以下简称"公司"）于 2025 年 5 月 23 日举办了投资者接待日活动，公司管理层就公司经营情况、发展战略、公 司治理等投资者关心的问题与广大投资者进行了现场的沟通和交流。具体情况如 下： 一、投资者接待日基本情况 事会秘书祝永华先生，公司高级副总裁兼首席财务官张美女士，公司副总裁徐觅 女士，公司首席科学家兼子公司上海华奥泰生物药业股份有限公司总经理朱向阳 先生，子公司浙江华海医药销售有限公司总经理任国松先生以及 55 名来访的机 构和个人投资者。 二、活动主要内容纪要 本次投资者接待日活动由公司董事、副总裁兼董事会秘书祝永华先生主持， 公司副总裁徐觅女士、子公司浙江华海医药销 ...

Core Insights - Shanghai Pharmaceuticals reported a solid performance in Q1 2025, achieving a revenue of 70.763 billion yuan, a year-on-year increase of 0.87%, with a net profit attributable to shareholders of 1.333 billion yuan and R&D investment of 0.612 billion yuan [1] Pharmaceutical Industry Segment - The company made progress in R&D with multiple product approvals and advancements in innovative drug development and traditional Chinese medicine projects [2] - Key clinical trials for several innovative drugs are ongoing, including I001 for hypertension and B001 for neuromyelitis optica spectrum disorder, with significant patient enrollment completed [2] - The establishment of several research centers in Shanghai enhances the collaborative R&D framework [2] - New products launched include ursodeoxycholic acid capsules and omeprazole sodium bicarbonate suspension, with additional products submitted for production approval [2] - The company has achieved consistency evaluation for 77 products, totaling 106 specifications [2] Traditional Chinese Medicine Business - The company is advancing the secondary development of major traditional Chinese medicine products, with significant progress in evidence-based research [3] - Collaboration with Tianjin University of Traditional Chinese Medicine has led to published research and recognition for quality improvement in traditional Chinese medicine [3] - A comprehensive strategy for securing quality medicinal materials from the source is being implemented, focusing on digital transformation and standardized management [3] Pharmaceutical Commercial Segment - The company achieved a sales revenue of 8.6 billion yuan from its import agency business, reflecting a year-on-year growth of 9.0% [4] - The establishment of a drug and medical device import-export service center in the Lingang New Area supports the import of urgently needed drugs and rare disease medications [4] - Strategic partnerships with companies like AstraZeneca and CanSino Biologics have been formed to enhance the commercialization of new drugs, with innovative drug business revenue reaching 12.5 billion yuan, a growth of 23.2% [4] - The medical device health business generated 10.9 billion yuan in sales, marking a 6.9% increase [4] - The company aims to leverage its full industry chain resources and collaborate with academic and research institutions to foster innovation and enhance competitiveness [4]

证券研究报告 | 医药生物 | 2025年4月26日 www.hczq.com 华创医药投资观点&研究专题周周谈·第123期 华海药业创新研发进入收获期 本周周专题联系人：王宏雨 | 华创医药团队： | | | --- | --- | | 首席分析师 郑辰 | 执业编号: S0360520110002 邮箱: zhengchen@hcyjs.com | | 联席首席分析师 刘浩 | 执业编号: S0360520120002 邮箱: liuhao@hcyjs.com | | 医疗器械组组长 李婵娟 | 执业编号: S0360520110004 邮箱: lichanjuan@hcyjs.com | | 中药和流通组组长 高初蕾 | 执业编号：S0360524070002 邮箱：gaochulei@hcyjs.com | | 分析师 王宏雨 | 执业编号: S0360523080006 邮箱: wanghongyu@hcyjs.com | | 分析师 朱珂琛 | 执业编号: S0360524070007 邮箱: zhukechen@hcyjs.com | 本报告由华创证券有限责任公司编制 报告仅供华创证券有限责任公 ...