CT0596

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科济药业-B盘中涨超7% 公司拟在2025年ASH年会发布CT0596临床数据
Xin Lang Cai Jing· 2025-10-06 03:33
科济药业-B(02171)盘中涨超7%,截至发稿,股价上涨5.70%,现报19.85港元,成交额1334.87万港 元。 科济药业宣布,将于第67届美国血液学会(ASH)年会上展示CT0596的临床数据。此外,9月20日,国 家医保局公告宣布,首版商保创新药目录专家评审工作已完成,据悉,包括科济药业赛恺泽在内的5款 CAR-T药物全部通过专家评审,有望进入今年基本医保目录和商保创新药目录范围。 来源:新浪港股 ...
科济药业-B现涨超7% 公司拟在2025年ASH年会发布CT0596临床数据
Zhi Tong Cai Jing· 2025-10-06 03:29
消息面上,科济药业宣布,将于第67届美国血液学会(ASH)年会上展示CT0596的临床数据。此外,9月 20日,国家医保局公告宣布,首版商保创新药目录专家评审工作已完成,据悉,包括科济药业赛恺泽在 内的5款CAR-T药物全部通过专家评审,有望进入今年基本医保目录和商保创新药目录范围。 科济药业-B(02171)现涨超7%,截至发稿,涨6.39%,报19.98港元,成交额1051.32万港元。 ...
港股异动 | 科济药业-B(02171)现涨超7% 公司拟在2025年ASH年会发布CT0596临床数据
智通财经网· 2025-10-06 03:28
消息面上,科济药业宣布,将于第67届美国血液学会(ASH)年会上展示CT0596的临床数据。此外,9月 20日,国家医保局公告宣布,首版商保创新药目录专家评审工作已完成,据悉,包括科济药业赛恺泽在 内的5款CAR-T药物全部通过专家评审,有望进入今年基本医保目录和商保创新药目录范围。 智通财经APP获悉,科济药业-B(02171)现涨超7%,截至发稿,涨6.39%,报19.98港元,成交额1051.32 万港元。 ...
科济药业-B:于2025年ASH年会上呈列的CT0596的研究成果更新
Zhi Tong Cai Jing· 2025-10-06 00:09
科济药业-B(02171)发布公告,将于第67届美国血液学会年会上展示CT0596(一种靶向BCMA的同种异体 CAR-T细胞候选产品)的临床数据。摘要和进一步信息将于美国东部时间2025年11月3日后公布。 CT0596是一款靶向BCMA的通用型CAR-T细胞疗法,基于科济药业自主研发的THANK-u Plus平台开 发,目前正在复发╱难治性多发性骨髓瘤(R/R MM)或浆细胞白血病(PCL)中开展研究者发起的临床试 验。CT0596显示出初步良好的安全性及令人鼓舞的疗效信号,在所有预设剂量组均观察到CAR-T细胞 的扩增。除了R/R MM,公司还计划在其他浆细胞肿瘤以及自身反应性浆细胞驱动的自身免疫性疾病中 进一步探索。公司预估2025年下半年提交该品种的IND申请。 ...
科济药业-B(02171):于2025年ASH年会上呈列的CT0596的研究成果更新
智通财经网· 2025-10-06 00:05
智通财经APP讯,科济药业-B(02171)发布公告,将于第67届美国血液学会年会上展示 CT0596(一种靶向 BCMA的同种异体CAR-T细胞候选产品)的临床数据。摘要和进一步信息将于美国东部时间2025年11月3 日后公布。 CT0596是一款靶向BCMA的通用型CAR-T细胞疗法,基于科济药业自主研发的 THANK-u Plus™平台开 发,目前正在复发╱难治性多发性骨髓瘤(R/R MM)或浆细胞白血病(PCL)中开展研究者发起的临床试 验。CT0596显示出初步良好的安全性及令人鼓舞的疗效信号,在所有预设剂量组均观察到CAR-T细胞 的扩增。除了 R/R MM,公司还计划在其他浆细胞肿瘤以及自身反应性浆细胞驱动的自身免疫性疾病中 进一步探索。公司预估2025年下半年提交该品种的IND申请。 ...
生物医药ETF(512290)当日上涨1.40%,创新药出海与治疗技术突破驱动行业复苏
Mei Ri Jing Ji Xin Wen· 2025-05-20 04:23
Core Viewpoint - The biopharmaceutical sector is experiencing growth driven by innovation and increasing domestic demand, with significant developments in various therapeutic areas and technologies [1][2][3]. Group 1: Market Performance - The Biopharmaceutical ETF (512290) opened with a gain of 1.40% [1]. - The CS Biomedicine Index (930726), which the ETF tracks, reflects the overall performance of listed companies in the biopharmaceutical, medical device, and healthcare service sectors in China [1]. Group 2: Industry Developments - The biopharmaceutical sector is witnessing a recovery in exports, with Q1 2025 pharmaceutical exports reaching $26.632 billion, a year-on-year increase of 4.39%, and exports to the U.S. growing by 9.6% [2]. - Companies like Maiwei Biotech are advancing differentiated innovation in R&D, with key clinical studies underway for core products [1][2]. - New products in the biopharmaceutical space, such as the C-reactive protein testing kit by New Industry Biotech, are enhancing the company's product line [1]. Group 3: Innovation and Growth Potential - The global market for gout treatment is projected to reach 1.42 billion patients by 2030, with significant opportunities for new drugs targeting URAT1 [2]. - The cell therapy sector is making strides with universal CAR-T technologies showing breakthroughs in efficacy and cost-effectiveness [2]. - The medical device sector is transitioning from manufacturing to intelligent manufacturing, with new technologies like pulsed field ablation (PFA) improving surgical safety and efficiency [3].
医药行业周报:关税短期冲击减弱,出海仍是主要趋势
Huaxin Securities· 2025-05-19 03:00
Investment Rating - The industry investment rating is "Recommended" (Maintained) [1] Core Viewpoints - The trend of "going abroad" remains a major focus, with short-term impacts from tariffs diminishing. In Q1 2025, China's pharmaceutical exports reached $26.632 billion, a year-on-year increase of 4.39%, with exports to the U.S. at $4.639 billion, up 9.6% [3] - The market for gout and uric acid reduction presents significant potential, with the number of patients expected to rise from 1.7 billion in 2020 to 2.4 billion by 2030 in China. Current treatments show poor adherence and efficacy, indicating a need for safer and more effective drugs [4] - The oral weight loss drug sector is seeing major players like Novo Nordisk intensifying their efforts, with significant collaborations and clinical advancements. Chinese companies are also making rapid progress in this area [6] - Breakthroughs in universal CAR-T and autoimmune applications are emerging, with promising clinical data from companies like Kintor Pharmaceutical and Bangyao Biotech [8] Summary by Sections 1. Pharmaceutical Export Trends - Pharmaceutical exports are on the rise, with a notable increase in trade volume and value. The U.S. remains the largest single market for Chinese pharmaceutical exports [3] 2. Gout Treatment Market Potential - Gout is a global health issue, particularly in China, where the prevalence is increasing. The market for gout treatments is expected to grow significantly due to the high number of patients and the need for better treatment options [4] 3. Weight Loss Drug Developments - Major pharmaceutical companies are investing heavily in oral weight loss drugs, with significant collaborations and clinical trials underway. Chinese firms are also positioned to capitalize on this growing market [6] 4. Advances in CAR-T Therapy - New developments in universal CAR-T therapies are showing promise, with initial clinical results indicating high efficacy and safety. This could lead to broader applications in various diseases [8] 5. Stock Recommendations - The report recommends several companies based on their potential in various segments, including those focusing on international collaborations, innovative drug development, and market expansion [10]
医药生物行业周报(5月第3周):新冠进入周期性流行-20250519
Century Securities· 2025-05-19 01:25
Investment Rating - The report provides a positive outlook for the pharmaceutical and biotechnology sector, indicating a strong performance compared to the broader market indices [2][3]. Core Insights - The pharmaceutical and biotechnology sector saw a weekly increase of 1.27%, outperforming the Wind All A index (0.72%) and the CSI 300 index (1.12%) [3][8]. - Key sub-sectors such as raw materials (3.79%), in vitro diagnostics (2.25%), and vaccines (1.98%) showed significant gains, while offline pharmacies (-1.24%) and blood products (-0.03%) experienced declines [3][9]. - The report highlights the competitive advantage of tirzepatide over semaglutide in weight loss efficacy, with tirzepatide achieving a 1.47 times greater relative weight reduction and a 64.6% participant rate achieving ≥15% weight loss compared to 40.1% for semaglutide [3][12]. - COVID-19 is entering a phase of periodic outbreaks, with increasing infection rates reported in various regions, prompting recommendations for booster vaccinations among older populations [3][11]. Market Weekly Review - The pharmaceutical and biotechnology sector's performance from May 12 to May 16 showed a 1.27% increase, with raw materials leading the gains at 3.79% [8]. - Notable individual stock movements included a significant rise in COVID-19 related stocks like Tuoxin Pharmaceutical, which surged by 45% [11]. Industry News and Key Company Announcements - Recent monitoring data from health authorities in Hong Kong and Singapore indicate a rise in COVID-19 cases, suggesting a potential peak in infections soon [11][13]. - Eli Lilly's tirzepatide clinical trial results demonstrate its superiority over Novo Nordisk's semaglutide in weight loss, indicating a promising market opportunity for obesity treatments [12][13]. - Several companies, including North Sea Kangcheng and Hengrui, have made significant announcements regarding new drug approvals and clinical trials, reflecting ongoing innovation in the sector [13][14].
医药行业周报:关税短期冲击减弱,出海仍是主要趋势-20250518
Huaxin Securities· 2025-05-18 15:16
Investment Rating - Industry investment rating: Recommended (Maintained) [1] Core Views - The trend of going abroad remains the main focus, with short-term impacts from tariffs diminishing. In Q1 2025, pharmaceutical exports reached $26.632 billion, a year-on-year increase of 4.39%, with exports to the U.S. at $4.639 billion, up 9.6% [3] - The market for gout and uric acid reduction presents significant potential, with the number of patients expected to rise from 1.7 billion in 2020 to 2.4 billion by 2030 in China. Current treatments show poor adherence and efficacy, indicating a need for safer and more effective drugs [4] - The oral weight loss drug sector is seeing major players like Novo Nordisk increasing their investments, with opportunities for Chinese companies in this rapidly evolving market [6] - Breakthroughs in universal CAR-T and autoimmune applications are emerging, with promising clinical data supporting their efficacy and safety [8] Summary by Sections 1. Pharmaceutical Market Tracking - The pharmaceutical industry outperformed the CSI 300 index by 0.16 percentage points in the past week, with a weekly increase of 1.27% [23] - Over the past month, the industry also outperformed the CSI 300 index by 0.68 percentage points, with a monthly increase of 3.76% [26] 2. Pharmaceutical Sector Trends and Valuation - The pharmaceutical sector's current PE (TTM) is 32.65, slightly below the five-year historical average of 32.73 [40] 3. Recent Research Achievements - The research team has published several in-depth reports on various aspects of the pharmaceutical industry, highlighting trends in supply and demand, and the growth of specific sectors such as blood products and inhalation therapies [44] 4. Recent Industry Policies and News - Recent policy changes include a reduction in tariffs on U.S. imports, which may positively impact the pharmaceutical sector [46] - Notable industry news includes the approval of several innovative drugs and collaborations among major pharmaceutical companies, indicating a dynamic and competitive landscape [47]
21健讯Daily | 黑龙江八部门联合治理“神医”广告乱象;替尔泊肽“头对头”完胜司美格鲁肽
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-12 23:18
Policy Developments - Heilongjiang Province has initiated a joint action among eight departments to regulate illegal medical advertisements, particularly targeting "miracle doctor" ads that mislead consumers by using false credentials or endorsements [2] Drug and Device Approvals - Merck announced the launch of its new antibiotic, Recarbrio® (Imipenem/Cilastatin/Relebactam), in China, which is indicated for treating infections caused by sensitive Gram-negative bacteria in patients aged 18 and older [4] Capital Markets - Jingtai Holdings plans to acquire 90% of Shanghai Siwei Medical Technology for a total consideration of 250 million yuan, enhancing its capabilities in AI healthcare and drug development [6] - Yihe Jiaye has signed a strategic cooperation framework agreement with Shenzhen Hanyu Pharmaceutical and Shenzhen Hanyu Health Technology to develop a sleep health ecosystem through resource integration [7] Industry Developments - Kintor Pharmaceutical released preliminary clinical data for its CT0596 CAR-T cell injection targeting BCMA, currently under exploration for treating relapsed/refractory multiple myeloma [9] - Hanyu Pharmaceutical has agreed to collaborate with Shenzhen Carbon Cloud Peptide Technology on the development of a novel peptide drug targeting GLP-1R/GIPR/GCGR, which currently has no similar products approved for market [10] - Eli Lilly's tirzepatide has shown superior weight loss efficacy compared to Novo Nordisk's semaglutide in a head-to-head clinical trial, potentially reshaping the obesity treatment market [11]