认购所得款项净额(经扣除佣金及估计开支后)预期合共约为8.54亿港元。认购所得款项净额拟用于 (i)CM512、CM518D1及其他管线的研发开支;(ii)司普奇拜单抗的商业化;(iii)制造及研发设施的资本开支; 及(iv)一般公司及营运资金用途。 配售股份总数为2160万股，占公司于本公告日期已发行股份数目(即2.8亿股)约7.72%。认购股份数目为 1900万股，占经配发及发行认购股份扩大后的股份约6.36%(假设除已配发及发行的认购股份外，自本公 告日期起至配售及认购完成日期，公司已发行股份并无变动)。配售价每股股份45.48港元： (a) 较2025 年6月10日(即最后交易日)于联交所所报的收市价每股股份48.65港元折让约6.52%。 智通财经APP讯，康诺亚-B(02162)发布公告，于2025年6月11日，公司、补足卖方Moonshot Holdings Limited与牵头账簿管理人摩根士丹利亚洲有限公司及联席账簿管理人高盛(亚洲)有限责任公司及华泰金 融控股(香港)有限公司订立配售及认购协议，(i)补足卖方同意出售，而牵头账簿管理人及联席账簿管理 人个别同意作为补足卖方代理，促使承配人( ...

Core Insights - The article discusses the challenges faced by patients with chronic rhinosinusitis with nasal polyps (CRSwNP) and seasonal allergic rhinitis (SAR), highlighting the limitations of traditional treatments and the emergence of innovative therapies like Dupilumab [1][2][3] Group 1: Patient Challenges - Many patients with CRSwNP and SAR experience inadequate treatment outcomes, with about 50% of CRSwNP patients facing recurrence of symptoms despite standardized medical and surgical interventions [1] - A significant percentage of patients with moderate to severe SAR do not achieve effective symptom control even when using potent nasal corticosteroids and antihistamines [1][3] Group 2: Innovative Treatment Development - The approval of Supilumab (康悦达) by the National Medical Products Administration (NMPA) for CRSwNP in December 2024 marks a significant advancement in treatment options [2] - Supilumab is the first IL-4Rα biological agent approved for SAR, expanding its therapeutic applications [2][3] Group 3: Clinical Efficacy - In clinical trials, Supilumab demonstrated significant efficacy, with 72% of patients showing notable reduction in nasal polyps within two weeks of treatment, and 81% achieving at least a 50% reduction by 24 weeks [3][4] - For SAR, 52% of patients achieved nasal airflow within four days of treatment, and 84% reported mild or no nasal symptoms after four weeks [4] Group 4: Market Potential - The global market for IL-4Rα-targeted drugs is projected to grow significantly, with estimates reaching $12.2 billion by 2024 and $28.7 billion by 2030, reflecting a compound annual growth rate of 15.2% [5] - The competitive landscape is evolving, with domestic companies like 康诺亚 gaining traction in the IL-4Rα drug market, challenging established players [5][6] Group 5: Future Directions - 康诺亚 is actively exploring additional indications for Supilumab, including adolescent atopic dermatitis and nodular prurigo, aiming to address unmet clinical needs and reduce treatment costs [9][11] - The company is also developing a diverse pipeline of therapies, including second-generation bispecific antibodies and ADCs, to enhance treatment options for various diseases [10][11]