港股异动 | 荃信生物-B(02509)早盘涨超9% QX029N近日获批临床 QX030N此前达成国际授权合作

智通财经
Jul 18, 2025

智通财经APP获悉,荃信生物-B(02509)早盘涨超9%,截至发稿,涨7.49%,报16.64港元,成交额945.85万港元。

消息面上,近日,荃信生物生物制品1类新药QX029N注射液获批临床,拟开发治疗成人中度至重度特应性皮炎。此外,荃信生物今年4月公布,与Caldera Therapeutics达成授权合作。Caldera获得了QX030N全球独家开发及商业化权益,而荃信生物则收获颇丰:1000万美元的一次性预付款、Caldera约24.88%的股权,以及在特定条件下最多可达5.45亿美元的额外付款和销售净额的分级特许权使用费。

此外,荃信生物2024年实现收入人民币1.59亿元;净亏损同比收窄32.92%。公司此前在2024年度业绩会中表示,赛乐信作为生物类似药已自动进入医保目录,同时叠加华东医药较强的销售能力,预计2025年该产品销售额将达3亿元,峰值为15亿元-20亿元,该产品产生销售利润后,荃信生物取得的分成将计入公司收入。

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