NO.1 Shiyao Group enters into exclusive license agreement for irinotecan liposome injection

On May 15th, Shiyao Group announced that it has entered into an exclusive license agreement with Cipla USA, Inc. for the commercialization of irinotecan liposome injection in the United States. According to the terms, the group will receive a down payment of $15 million and is also entitled to receive up to $25 million in potential initial commercial sales and regulatory milestone payments, as well as up to $1.025 billion in potential additional commercial sales milestone payments, and a double-digit gradient sales commission calculated based on the annual net sales of the product in the region.

Comment: This event is an important breakthrough in the company's internationalization strategy. The potential transaction volume of over 1 billion US dollars demonstrates the huge commercial potential of Irinotecan Liposome Injection in the US market, and also reflects the strong strength of Shiyao Group in innovative drug research and international cooperation. This cooperation will enhance the company's influence in the global market, strengthen investors' confidence in the company's future profitability and internationalization process, and is expected to drive up the stock price.

NO.2 The first enzyme replacement therapy developed for Gaucher's disease in China has been approved for market launch

On May 15th, the official website of NMPA (National Medical Products Administration of China) announced that Beihai Kangcheng/WuXi Biologics' Valarginase β - CAN103 has been approved for market use for long-term enzyme replacement therapy of type I and III Gaucher's disease in adolescents and adults aged 12 years and above. According to the data, this is the first enzyme replacement therapy (ERT) developed in China for Gaucher's disease, which specifically supplements the lack of glucocerebrosidase in lysosomes of Gaucher's disease patients through intravenous infusion.

Comment: This breakthrough fills the gap in the treatment of rare diseases in China, bringing new hope to patients and demonstrating the company's research and development capabilities in the field of rare diseases. With the entry of Valarginase β - CAN103 into the market, it is expected to bring new growth points to the company, enhance its competitiveness and market value in the biopharmaceutical field, and attract more investors to pay attention to its layout and development potential in the rare disease field.

NO.3 Xuanzhu Biological Piroxetine Tablets Obtained Market Approval from the National Medical Products Administration

On May 15th, Sihuan Pharmaceutical announced that its non wholly owned subsidiary, Xuanzhu Biotechnology, has approved two indications for its CDK4/6 inhibitor class 1 new drug, Piroxetine Tablets. Specifically, the single drug is used for adult patients with HR+, HER2- advanced or metastatic breast cancer who have received two or more endocrine treatments and one chemotherapy at the previous metastatic stage and have disease progression; It is used in combination with fluoxetine for adult patients with HR+, HER2- advanced or metastatic breast cancer who have disease progression after previous endocrine therapy.

Comment: This incident is a significant breakthrough for the company in the field of cancer treatment. This drug is targeted at HR+, HER2- patients with advanced or metastatic breast cancer, and has broad market potential. With the approval of new drugs, Sihuan Pharmaceutical's competitiveness in the field of innovative drugs has significantly improved, which is expected to bring new performance growth points to the company. At the same time, it will also enhance investors' confidence in the company's research and development strength and future development, and promote its performance in the capital market.

NO.4 WuXi AppTec grants technology license to shareholder Juno

On May 15th, WuXi AppTec announced that it had signed a licensing agreement with its major shareholder Juno. According to the agreement, WuXi AppTec will grant Juno a non exclusive license for the JW sLVV production process and related technical knowledge required for the development and commercialization of cell therapy products. The total cost of this agreement shall not exceed 10 million US dollars, including non refundable advance payments and additional payments. As of the final feasible date, Juno directly holds approximately 16.87% of the shares of WuXi AppTec and is considered an affiliated person of the company.

Comment: By granting Juno a non exclusive license for JW sLVV production process and related technical knowledge, WuXi AppTec not only earns up to $10 million in revenue, but also further consolidates its partnership with important shareholders. This measure not only helps optimize the company's cash flow, but also demonstrates its technological advantages and market recognition in the field of cell therapy, which is expected to enhance investors' confidence in the company's future development and strengthen its attractiveness in the capital market.

NO.5 Hainan Haiyao and Aikang Group reached a strategic cooperation to lay out the layout of big health

On May 15th, Hainan Haiyao announced that the company had signed a strategic cooperation framework agreement with Malaysia's Aikang International Group (referred to as "Aikang Group"). According to the agreement, Hainan Haiyao will serve as the exclusive agent for Aikang Group's health products in China, responsible for promoting, selling, and providing after-sales service for Aikang Group's high-quality health products in the Chinese market. Hainan Haiyao will establish a sales network to open up a new sales situation for Aikang Group's health products in the Chinese market.

Comment: This event is an important measure for the company to expand its business scope and layout in the field of health. By introducing high-quality products from Aikang Group, Hainan Haiyao is expected to leverage its existing channels and brand advantages to quickly open up the market, increase market share and profitability. This cooperation not only enriches the company's product line, but also lays the foundation for its long-term development in the field of big health, which is expected to enhance investors' confidence in the company's future growth potential.

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