PEG偶联环肽
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诺泰生物:持续深耕生物制药新质生产力赛道
Xin Hua Ri Bao· 2026-02-01 20:45
同时,诺泰生物在寡核苷酸领域的布局也初见成效。公司寡核苷酸吨级商业化生产车间于2025年内完成 建设,形成年产寡核苷酸1000公斤、PMO100公斤、PEG偶联环肽200公斤的优质产能,有望充分获益 后续下游相关药物研发生产需求的增长。 童梓权介绍,在市场拓展方面,诺泰生物凭借高质量的产品和优质的服务,与多家头部仿制药企和创新 药企建立了稳固的合作关系。公司全资子公司杭州澳赛诺生物科技有限公司与国外某客户签订的重大合 同,2025年度实际履行金额约2000万美元,远超合同约定的采购指引,体现了公司在全球医药供应链中 的技术实力与市场竞争力。 童梓权表示,生物医药是守护生命的事业,更是新质生产力的重要赛道。未来,诺泰生物将坚持"与势 为伍"的经营理念,继续以"打造百年企业"为初心,深耕专业、全球布局,把论文写在生产线上,为医 药产业高质量发展、为健康中国建设贡献更多力量。 □ 本报记者李达 近日,经国家知识产权局公示,江苏诺泰澳赛诺生物制药股份有限公司(以下简称"诺泰生物")入选"国家 知识产权示范企业"创建对象名单。此外,诺泰生物近期还在多肽药物、寡核苷酸等多个领域实现新突 破,成为生物制药新质生产力的典型代 ...
ST诺泰:行政处罚落地 轻装上阵推动稳健发展与创新布局
Zheng Quan Shi Bao Wang· 2025-12-17 12:32
Core Viewpoint - ST诺泰 (688076.SH) has received an administrative penalty decision, but this has not negatively impacted its current business performance, with significant revenue and profit growth reported for the first three quarters of 2025 [2] Group 1: Financial Performance - For the first three quarters of 2025, the company achieved revenue of 1.527 billion yuan, representing a year-on-year increase of 21.95% [2] - The net profit attributable to shareholders reached 445 million yuan, up 26.92% year-on-year, while the net profit excluding non-recurring items was 437 million yuan, reflecting a 23.20% increase [2] Group 2: Business Growth and Strategy - The company's peptide raw material drug business continues to grow significantly, driven by the expanding GLP-1 market, and is a core driver of its performance [2] - The company is implementing a development strategy focused on time and technology leadership, with a foundation in peptide drugs and small molecule drugs, while strategically expanding into oligonucleotide business and cutting-edge fields like synthetic biology and AI drug development [2] Group 3: Innovation and R&D - The company has made a significant breakthrough in innovative R&D, with its subsidiary, Hangzhou Nuoao Biopharmaceutical Technology Co., Ltd., receiving acceptance for a clinical trial application for the new drug Semaglutide tablets, marking a milestone in oral peptide delivery technology for weight management [2] - Currently, there are no approved oral Semaglutide formulations for weight management in the domestic and international markets, indicating a substantial market opportunity for the company [2] Group 4: Market Position and Collaborations - As a leading enterprise in the peptide raw material drug sector, the company has overcome technical bottlenecks in large-scale production of long-chain peptide drugs, achieving single-batch production of over 10 kilograms for drugs like Semaglutide and Tirzepatide [3] - The company has established collaborations with several leading generic drug companies for the raw materials and formulations of Semaglutide and Tirzepatide, maintaining high growth in peptide raw material sales [3] - The company has also announced comprehensive coverage of its GLP-1 pipeline products, with ongoing development of new targets like Retatrutide, which is set to begin development in early 2024 with an investment of approximately 5.08 million yuan [3] Group 5: Oligonucleotide and New Technologies - The company is actively involved in the oligonucleotide field, with plans for commercial production capacity expected to be completed by 2025, aiming for an annual output of 1,000 kilograms of oligonucleotides and 200 kilograms of PEG-conjugated cyclic peptides [4] - Collaborations with companies like Novogene and DeepTech in synthetic biology and AI-enabled areas are accelerating the exploration of new business fields, positioning the company for high-quality development across multiple tracks [4]