微芯生物上半年总销售额同比增长 126%，主要受益于西格列他纳的强 劲增长和线上线下渠道的拓展。西达本胺销售额同比增长 15%，尽管年 初医保降价 15%，但预计未来仍有增长潜力。 西奥罗尼联合 AG 一线治疗胰腺癌的二期临床试验显示，6 个月 PFS 率 达 79.7%，显著高于标准疗法，且安全性良好，未出现因不良事件导致 的减量或终止病例。 微芯生物正积极推进西罗尼胰腺癌适应症的全球临床开发和商务合作， 并计划针对 ORL b 抑制剂 CS231,295 进行开发，该药物具有较强的透 脑性和显著提高的 ORL b 选择性，未来在原发或转移性脑肿瘤治疗中具 有优势。 西达本胺联合免疫治疗是微芯生物在 HDAC 通路上的重点布局方向，针 对结直肠癌和黑色素瘤的三期临床试验正在进行中，预计 2026 年一季 度有相关数据读出。 新型药物 NW001（PD-1/西达本胺类 ADC）和 CS23,546（口服 PD-1 小分子）正在开发中，临床前数据显示 CS23,546 在免疫敏感和耐受模 型上均优于 PD-1 抗体。 Q&A 微芯生物 20250826 摘要 微芯生物 2025 年半年度的经营情况如何？ 微芯生 ...

Core Insights - Micron Biotechnology focuses on developing innovative molecular entities for major diseases with global patent protection and unique clinical effects [1][3] - The company has successfully launched two First-in-Class drugs, Sidaben and Siglitazone, targeting oncology and metabolic diseases, while also addressing unmet clinical needs in neurodegenerative and autoimmune diseases [1][2] Drug Development and Technology - The company utilizes an AI-assisted design and chemical genomics integrated technology platform to enhance drug development processes, improving success rates, accelerating research, and reducing costs [1][3] - Micron Biotechnology has a diverse portfolio of treatment options for complex tumor characteristics, including new generation immune-activating antibody-drug conjugates and small molecule PD-L1 inhibitors [2][4] Clinical Research and Market Potential - The company is conducting clinical studies for its drug Westoroni, which selectively inhibits key proteins related to tumor development, in combination with AG therapy for advanced pancreatic ductal adenocarcinoma [2][4] - The global pancreatic cancer mortality rate is significant, with nearly 470,000 deaths annually, highlighting the urgent need for effective treatments [2] Metabolic Disease Focus - Siglitazone, the world's first PPAR pan-agonist, shows promise in treating diabetes and metabolic-associated fatty liver disease, positioning it as a cornerstone drug for metabolic diseases [4] - The company is also developing First-in-Class small molecules for weight management that do not affect appetite, addressing unmet needs in the obesity treatment landscape [4]