Hengrui Pharma Announcement (January 26): The company has received a “Notice of Approval for Drug Clinical Trial” from the NMPA for SHR-1049 Injection, approving clinical trials of the drug as a monotherapy for advanced solid tumors. SHR-1049 Injection is an innovative anti-tumor drug independently developed by the company, intended for the treatment of advanced solid tumors. According to current research, no similar drugs have been approved for marketing both domestically and internationally. https://finance.eastmoney.com/a/202601263630701956.html
On January 26, North China Pharmaceutical(600812) announced that it recently obtained a Drug Registration Certificate for Tacrolimus Capsules (0.5mg, 1mg) issued by the National Medical Products Administration. This drug is a prescription drug with an 18-month shelf life, and its registration standard number is YBH35192025. This approval indicates that the product meets the relevant requirements for drug registration and possesses the basic access conditions for centralized procurement bidding. Tacrolimus is a potent immunosuppressant, primarily used to prevent graft rejection after liver or kidney transplantation. To date, excluding the original drug, eight domestic companies, including ours, hold drug registration certificates for tacrolimus capsules (0.5mg, 1mg). According to data from Yaorongyun’s full-terminal hospital database, sales of tacrolimus capsules reached 5.292 billion yuan in 2024, with a sales volume of 472 million capsules. In the first three quarters of 2025, North China Pharmaceutical Group achieved revenue of RMB 7.485 billion and net profit ...
Recently, the Hebei Provincial Medical Device Centralized Procurement Center announced the procurement results for the Beijing-Tianjin-Hebei region.The results of the centralized procurement of chemical pharmaceuticals in Jiangxi Province show that 80 varieties and 128 specifications were selected, covering multiple therapeutic areas such as digestive tract, anti-tumor, nervous system, and cardiovascular diseases. These are all “big-ticket” drugs commonly used in clinical practice and with large market scale. This centralized procurement followed the logic of “two-tier” competition, setting price gradient requirements between different tiers to guide the market to make rational bids while ensuring quality. Looking at the selected prices, the overall price reduction is narrower than in previous centralized procurements, with many drugs seeing price reductions controlled within 30%. Under the guiding principle of “anti-involution” in national centralized procurement, the industry generally believes that the highlight of Hebei’s centralized procurement this time is that it guides the industry towards a healthy ...
Recently, CSPC Innovation, the innovative drug platform under CSPC Pharmaceutical Group, released its 2025 annual performance forecast. The company expects a net loss attributable to shareholders of the listed company of RMB 170 million to RMB 255 million for the whole year, compared with RMB 53.73 million in 2024, turning from profit to loss. However, its performance “turnaround” is not a simple business failure, but the result of a strategic choice to “gamble” on innovative drugs. 01 Behind the “face-changing” performance According to the company’s announcement, the expected loss is mainly driven by the following three factors. The main reason for the losses was the massive R&D expenses, reaching 1 billion yuan. In fact, since acquiring control of Jushi Biosciences in 2024, CSPC Innovation’s R&D expenses have increased significantly. In 2022, 2023, and 2024, CSPC Innovation’s R&D expenses were 666 million yuan, 671 million yuan, and 843 million yuan, respectively, ...
Recently, US biotechnology company Nido Biosciences announced via LinkedIn that it is officially ceasing operations because its core pipeline , NIDO-361 , failed to meet its primary endpoint in a global Phase 2 clinical trial . Biotech, which had received $109 million in funding from institutions such as Eli Lilly and was hailed as “the most promising next-generation biotech startup,” ultimately failed at the finish line of its Phase 2 clinical trial. 01 The Fall of a Star Biotech Founded in 2020 and incubated by renowned venture capital firm 5AM Ventures, Nido Biosciences focuses on developing innovative drugs to treat neurological diseases. Its core product, NIDO-361, targets spinal bulbar muscular atrophy (SBMA, also known as Kennedy’s disease), a rare X-linked recessive neuromuscular disease that primarily affects adult men, with an incidence rate of 1-2.5 per 100,000. In 2023, Nido Biosciences completed its Series A funding round, co-led by 5AM Ventures, ...
From a capital market perspective, innovative breakthroughs and commercialization in the vaccine sector remain the core value anchors. With the domestic shingles vaccine market penetration rate below 1% and price wars forcing industry upgrades, Green Bamboo Biotechnology (02480.HK) ‘s core product, the recombinant shingles vaccine LZ901, is nearing its market launch. This world’s first recombinant vaccine with a tetrameric molecular structure, with its differentiated clinical advantages and product characteristics tailored to market demands, is not only expected to become a core driver for the company’s commercialization but will also bring new value growth points to the vaccine sector in the capital market, reshaping the competitive and value landscape of the domestic shingles vaccine market. The blue ocean potential of the shingles vaccine market has long been recognized by the capital market. Data shows that China has over 700 million people aged 40 and above, and 320 million elderly people aged ...
Recently, Chengdu Zeling Biopharmaceutical Technology Co., Ltd. (hereinafter referred to as “Zeling Bio”) announced that its independently developed core product, Flunotinib Maleate Tablets (FM), has been officially included in the Breakthrough Therapy Designation (BTD) program by the Center for Drug Evaluation (CDE) of the National Medical Products Administration . The proposed indication is BCR-ABL fusion gene (Ph) negative myeloproliferative neoplasms (MPN), including myelofibrosis (MF), polycythemia vera (PV), and essential thrombocythemia (ET). BTD demonstrates clinical value and accelerates drug development. The Breakthrough Therapy Program (BTD) is a special review pathway established by the National Medical Products Administration (NMPA) to accelerate the research and development and market launch of innovative drugs with significant clinical advantages. It aims to expedite the development of innovative drugs for the prevention and treatment of serious life-threatening or life-threatening conditions for which there are currently no effective treatments or which offer significant clinical advantages compared to existing ...
Recently, the National Medical Products Administration (NMPA) conditionally approved the marketing of ribevirtadalafil injection (trade name: Huayounuo) submitted by Huahui Anjian (Beijing) Biotechnology Co., Ltd. through the priority review and approval procedure. The injection is indicated for the treatment of adult patients with chronic hepatitis D virus (HDV) infection, with or without compensated cirrhosis. The approval of this product provides a new treatment option for these patients. https://mp.weixin.qq.com/s/csXAJrCcig_shh8wQKyhIQ
Beijing Business Today News – On the evening of January 23, Zhongsheng Pharmaceutical (002317) released an announcement stating that its holding subsidiary, Guangdong Zhongsheng Ruichuang Biological Technology Co., Ltd. (hereinafter referred to as “Zhongsheng Ruichuang”), has received approval from the National Medical Products Administration (NMPA) for a Phase III clinical trial of its self-developed Class 1 innovative peptide drug, RAY1225 Injection. The approval, confirmed via the “Drug Clinical Trial Approval Notice,” covers a new indication: the treatment of “obesity comorbid with obstructive sleep apnea (OSA).” According to the announcement, RAY1225 Injection is an innovatively structured peptide drug with global independent intellectual property rights developed by Zhongsheng Ruichuang. It functions as a dual GLP-1 (Glucagon-like peptide-1) receptor and GIP (Glucose-dependent insulinotropic polypeptide) receptor agonist. Benefiting from its superior pharmacokinetic profile, the drug demonstrates ultra-long-acting potential, supporting a convenient once-every-two-weeks dosing schedule. https://finance.eastmoney.com/a/202601233629301734.html
On January 25, Aidea Pharmaceutical (688488.SH) officially released its 2025 annual earnings forecast. During the reporting period, the company maintained strong momentum, achieving “rapid revenue growth and a significant narrowing of losses.” This stellar performance highlights the rising competitiveness of its core business and the effectiveness of its “HIV Innovative Drugs + Human Protein” dual-engine strategy, injecting solid momentum into high-quality, long-term sustainable growth. According to preliminary calculations by the finance department, the company’s 2025 performance saw steady climbs across several key financial indicators: Leapfrog Growth in Revenue Scale Total annual revenue is expected to reach approximately 721.01 million RMB, an increase of about 303.21 million RMB compared to the previous year. This represents a year-on-year (YoY) increase of 72.57%, demonstrating the company’s robust capacity for strategic execution and market expansion. Core Products Continue to Lead The anti-HIV innovative drug business, serving as the core growth engine, performed exceptionally well. ...
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