[Headline Announcement Nuggets].
Hansoh Pharmaceutical (03692): Remarkable results in innovation and transformation Three innovative drugs have been included in the national medical insurance catalog
Zhitong Financial News, Hansoh Pharmaceutical (03692) announced that on December 20, 2023, Shanghai Hansoh Biomedical Technology, a wholly-owned subsidiary of the group, and Glaxosmithkline Intellectual Property (No4) Limited (the Licensee) entered into a license agreement whereby the Licensee will be granted a worldwide exclusive license (excluding China) to develop, manufacture and commercialize HS-20093 (the Product). Subject to the License Agreement and in accordance with the terms and conditions therein, the Licensor will charge 1$8.5 billion down payment and eligible to receive up to $15$2.5 billion milestone payment upon completion of the relevant event.
Comments:In addition to HS-20093, the company also has a number of core pipeline products, such as HS-20094 (GLP-1 GIP) and HS-20089 (B7-H4ADC) this year into the POC stage, which is expected to carry out registration clinical trials in 24-25 years. After the authorization to GSK, the promotion of the company's future products is guaranteed. The first product will also be commercialized, and the licensee will also pay tiered royalties on net global sales outside of Chinese mainland, Hong Kong, Macau and Taiwan. Recently, three of the company's innovative drugs have been included in the national medical insurance catalog, which will help the group further improve the affordability and accessibility of various innovative drugs among patients. The company has established a number of innovative R&D platforms such as ADC, bispecific antibodies, and SIRNA, and has now approved 7 new drugs for marketing, and more than 30 new drug projects are in the clinical research stage, and the company has achieved remarkable results in innovation and transformation. The proportion of revenue from innovative drugs continues to increase, and the approval of new products and new indications will contribute to the increase. In the first half of 2023, the company's innovative drug revenue will be about 27900 million yuan, accounting for 618% (18 in 2020.)0%)。Pemosatide was approved in China in June 23, the marketing application of ibrexafungerp was accepted by the NMPA in July 23, and the expansion of multiple indications of ametinib and inezizumab and HS-10365 (RET) are in the registration and clinical stage, and the next 3 years with the approval of these new products and new indications contribute to the increment, which is expected to accelerate the company's performance growth. At present, Hansoh Pharmaceutical has initiated and accelerated the late-stage research of HS-20094 in patients with type 2 diabetes and overweight and obesity in China.
[Key Announcement Nuggets].
Dongfeng Group Co., Ltd. (00489): Dongfeng Logistics will acquire 100% of the equity of Xiangyang Industry and Trade to reduce costs and improve efficiency
Zhitong Financial News, Dongfeng Group Co., Ltd. (00489) issued an announcement that Dongfeng Co., Ltd. (a non-wholly-owned subsidiary of the company), Shanghai Jiahua (a non-wholly-owned subsidiary of the company) and Dongfeng Logistics entered into an equity transfer agreement, Dongfeng Co., Ltd. has agreed to transfer and Dongfeng Logistics has agreed to acquire 98% of the equity of Xiangyang Industry and Trade, and Shanghai Jiahua has agreed to transfer and Dongfeng Logistics has agreed to acquire 2% of the equity of Xiangyang Industry and Trade. After the completion of the equity transfer, Dongfeng Logistics will directly hold 100% of the equity of Xiangyang Industry and Trade, and Xiangyang Industry and Trade will no longer be an indirect non-wholly-owned subsidiary of the company.
Comments:After the equity transfer, Xiangyang Industry and Trade will be integrated into Dongfeng Logistics, and its overall service level and quality are expected to be greatly improved. For the Company, the Group's future costs for procuring logistics services from Dongfeng Motor Corporation and its subsidiaries will be reduced due to economies of scale. The launch of the new intelligent new energy brand E means that the company has completely built a brand pattern of new energy passenger vehicles in all fields covering luxury, high-end, mainstream and small, which is composed of VOYAH, Mengshi, E and Nano. The brand is benchmarked against models and brands in the mainstream range such as Tesla MO D EL 3 and BYD Han. In terms of intelligent driving, the E 007 is equipped with an L2+ level intelligent driving assistance system as standard, with 31 perception hardware. In terms of power, the new car provides two types of power: extended range and pure electric, of which the pure electric dual-motor version will be equipped with a four-wheel drive dual-motor with a peak power of 400kw, and the 000 acceleration can reach 3 seconds. The comprehensive range of the extended-range version of the model can reach 1200km, and the energy consumption of pure electric 100km is as low as 119kwh。The e-brand will anchor the huge mainstream market of 150,000-250,000 levels. It is reported that under the 400V voltage platform, the company has mastered the current highest 4C charging technology, and new models equipped with this technology will be launched in 2024. And for the future, Dongfeng is developing an 800V voltage platform to achieve 6C charging, with a range of 600km in 10 minutes, and the new model will be mass-produced in 2025. The recent rise in stock prices is closely related to the company's continuous buybacks. It is worth noting that on November 21, 2023, Stellantis Group repurchased 50 million common shares from the company, about 9For 3.4 billion euros, Stellantis also plans to cancel the above shares.
[List of important announcements of Hong Kong stocks].
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