JSKN033
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映恩生物-B大幅回撤,ADC有“泡沫”?英派药业递表港交所,今年上半年净亏损1.29亿元 | 掘金创新药
Mei Ri Jing Ji Xin Wen· 2025-09-30 00:24
Group 1: Market Overview - The Hang Seng Healthcare Index (HSCICH) decreased by 2.76% during the week, while the Hong Kong Innovation Drug ETF (513120) fell by 1.60% [4] - The pharmaceutical and biotechnology index dropped by 1.69%, underperforming the Shanghai Composite Index by 1.04 percentage points [4] Group 2: Company Developments - Nanjing Inpai Pharmaceutical Co., Ltd. submitted a listing application to the Hong Kong Stock Exchange, reporting a net loss of 129 million yuan in the first half of the year [5][6] - Inpai's core product, Senapali, was approved for marketing in China as a first-line maintenance therapy for ovarian cancer, applicable to all populations [6] - Inpai's revenue projections for 2023, 2024, and the first half of 2025 are 235 million yuan, 34 million yuan, and 25 million yuan respectively, with net losses of 20 million yuan, 255 million yuan, and 129 million yuan [6][7] Group 3: Clinical Trials and Innovations - The first subcutaneous antibody-drug conjugate (ADC) for advanced non-small cell lung cancer has entered Phase II clinical trials [8][16] - JSKN033, a subcutaneous ADC, aims to simplify administration time and reduce risks associated with intravenous delivery [18] - The National Medical Products Administration disclosed 117 new clinical trial registrations, with 29 in Phase II or higher, focusing on oncology and autoimmune diseases [8] Group 4: Stock Performance and Market Sentiment - Yimeng Bio-B experienced a significant decline, attributed to overall adjustments in the innovation drug sector and the upcoming lock-up expiration for cornerstone investors [12][13] - Yimeng Bio-B's stock price has seen a 30% drop from its peak, despite being up approximately 279% since its IPO [13] - Analysts from GF Securities and Morgan Stanley have set target prices for Yimeng Bio-B at 574.28 HKD and 766 HKD per share, respectively, citing its leading ADC platform and partnerships with global firms [13][15]
康宁杰瑞制药(09966) - 自愿公告 - 於2024年SITC年会呈列的JSKN033的I/II...
2024-11-10 10:01
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 ALPHAMAB ONCOLOGY 康寧傑瑞生物製藥 (於開曼群島註冊成立的有限公司) (股份代號:9966) 自願公告 於2024年SITC年會呈列的JSKN033的I/II期臨床試驗的 最新研究成果 本公告乃由康寧傑瑞生物製藥(「本公司」,連同其附屬公司統稱「本集團」)自願作 出,以知會本集團股東(「股東」)及潛在投資者有關本集團之最新業務進展。 本公司董事(「董事」)會(「董事會」)欣然宣佈,本集團自主研發的用於治療HER2 表達晚期或轉移性實體瘤的JSKN033的I/II期臨床試驗(「JSKN033-101」)的最新 研究成果入選2024年SITC年會最新突破性摘要,且於年會期間以壁報形式首次公 佈,本公司的網站http://www.alphamabonc.com亦相應公佈了此研究成果。有關 研究結果概述如下。 JSKN033,HER2雙特異性抗體ADC與PD-L1抑制劑的創新型皮下注射高濃 度 ...