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劲方医药递表港交所 公司专注肿瘤等领域开发新治疗方案 核心产品包括GFH925和GFH375
Zhi Tong Cai Jing· 2025-06-29 08:25
Core Viewpoint - Jinfang Pharmaceutical Technology (Shanghai) Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [1] Company Overview - Jinfang Pharmaceutical is a biopharmaceutical company focused on developing new treatment solutions for oncology, autoimmune, and inflammatory diseases [4][6] - The company has established a product pipeline consisting of eight candidate drugs, five of which are in clinical development [4] Key Products - GFH925 (fulzerasib), a selective KRAS G12C inhibitor, has been commercially approved in China for treating advanced non-small cell lung cancer (NSCLC), making it the first of its kind in China and the third globally [4] - GFH375 is an oral small molecule inhibitor targeting KRAS G12D, with ongoing Phase I/II clinical trials in China for patients with advanced solid tumors carrying the KRAS G12D mutation [4][6] Research and Development - The company aims to diversify its product pipeline beyond RAS drug matrices, including GFS202A, a bispecific antibody targeting GDF15 and IL-6, and GFH312, a small molecule drug targeting RIPK1 [4][6] - R&D expenses for 2023 and 2024 are projected to be approximately RMB 313 million and RMB 332 million, accounting for 86.2% and 85.1% of total operating expenses, respectively [6] Financial Performance - Revenue for 2023 and 2024 is estimated at approximately RMB 73.73 million and RMB 105 million, with net losses of approximately RMB 508 million and RMB 678 million for the same periods [6][7] - The fluctuations in net losses are primarily attributed to significant investments in R&D activities and changes in the fair value of equity redemption liabilities due to the company's rising valuation [6]
【医药】PD-1(PD-L1)/VEGF 双抗概念火爆,中国创新药企引领研发热潮——行业跨市场周报(0602)(王明瑞/叶思奥)
光大证券研究· 2025-06-04 13:56
本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 行情回顾: 上周,医药生物指数上涨2.21%,跑赢沪深300指数3.30pp,跑赢创业板综指2.00pp,在31个子行业中排名第 2,涨幅居前。 上市公司研发进度跟踪: 点击注册小程序 查看完整报告 特别申明: 2025年5月以来,随着三生制药与辉瑞达成60.5亿美元的全球授权交易(首付款 12.5 亿美元,里程碑付款最高 48 亿美元),PD-1(PD-L1)/VEGF双抗赛道关注度持续提升。根据我们梳理,目前全球处于临床阶段的PD- 1(PD-L1)/VEGF类产品已经有14款,且均与中国公司相关。进度最快的是康方生物的依沃西单抗,已在中 国获批上市,同时与Summit Therapeutics合作在推进全球临床3期;此外普米斯/BioNTech的PM008也开始 ...
劲方医药冲刺港交所:国内首个KRAS G12C抑制剂已获批上市,IPO前估值31亿元
IPO早知道· 2024-12-30 02:52
聚焦肿瘤、自体免疫和炎症性疾病领域。 本文为IPO早知道原创 作者|罗宾 2021年,劲方医药与信达生物(1801.HK)就GFH925达成授权交易,授予信达生物于大中华区开 发及商业化GFH925权益,以及在中国以外的全球地区开发及商业化此款产品的中国境外选择权。 2024年1月,双方签订GFH925补充协议,终止上述协议中的中国境外选择权。 劲方正在推进GFH925的海外临床开发,包括在EMA监管区域内国家进行与cetuximab(一款靶向 EGFR的抗体药物)联用作为一线治疗晚期NSCLC的联合疗法的Ib/II期临床试验。公司认为此款联 合疗法有望在抑制EGFR-RAS通路方面实现协同效应。 劲方医药另一款核心产品GFH312为劲方医药自主研发的高效小分子抑制剂,能针对受体相互作用的 丝氨酸/苏氨酸蛋白激酶1(RIPK1)并抑制其激酶活性, GFH312已获得FDA关于在美国开展第II 期临床试验的IND批准 ,以评估GFH312对外周动脉疾病(PAD)伴间歇性跛行(IC)患者的安全 性和疗效。与全球其他临床阶段的RIPK1抑制剂相比,劲方医药聚焦 GFH312的差异化临床计划, 针对一些可能严重影响患 ...