报告期末，公司财务状况良好，总资产额为88.87亿元，较年初增长48.99%；归属于母公司的所有者权 益为84.57亿元，较年初增长51.89%。 格隆汇2月24日丨三生国健(688336.SH)公布2025年年度业绩快报，2025年公司实现营业收入41.99亿元， 较上年增加251.81%；归属于母公司所有者的净利润29.39亿元，较上年涨幅317.09%；扣除本年度确认 的政府补助收益、理财产品利息收入、固定资产处置损失、参股公司分红收益及营业外支出后，归属于 母公司所有者的扣除非经常性损益的净利润28.05亿元，涨幅1041.01%。 营业总收入、营业利润、利润总额、归属于母公司所有者的净利润、归属于母公司所有者的扣除非经常 性损益的净利润、基本每股收益、总资产、归属于母公司的所有者权益以及归属于母公司所有者的每股 净资产相比上年同期均出现较大幅度的增长，该增长主要由于报告期内公司与辉瑞公司(Pfizer Inc.)达成 重要合作，公司收到辉瑞公司就707项目支付的授权许可首付款并相应确认收入约28.90亿元。 ...

三生国健2月24日发布的2025年度业绩快报显示，公司报告期内实现营业总收入41.99亿元，同比增长 251.81%；归属于上市公司股东的净利润29.39亿元，同比增长317.09%；基本每股收益4.76元。 ...

营业总收入、营业利润、利润总额、归属于母公司所有者的净利润、归属于母公司所有者的扣除非经常 性损益的净利润、基本每股收益、总资产、归属于母公司的所有者权益以及归属于母公司所有者的每股 净资产相比上年同期均出现较大幅度的增长，该增长主要由于报告期内公司与辉瑞公司(PfizerInc.)达成 重要合作，公司收到辉瑞公司就707项目支付的授权许可首付款并相应确认收入约28.90亿元。 三生国健(688336.SH)发布公告，2025年公司实现营业收入41.99亿元，较上年增加251.81%。归属于母 公司所有者的净利润29.39亿元，较上年涨幅317.09%。 ...

营业总收入、营业利润、利润总额、归属于母公司所有者的净利润、归属于母公司所有者的扣除非经常 性损益的净利润、基本每股收益、总资产、归属于母公司的所有者权益以及归属于母公司所有者的每股 净资产相比上年同期均出现较大幅度的增长，该增长主要由于报告期内公司与辉瑞公司(PfizerInc.)达成 重要合作，公司收到辉瑞公司就707项目支付的授权许可首付款并相应确认收入约28.90亿元。 智通财经APP讯，三生国健(688336.SH)发布公告，2025年公司实现营业收入41.99亿元，较上年增加 251.81%。归属于母公司所有者的净利润29.39亿元，较上年涨幅317.09%。 ...

五成公司预告盈利药明康德、三生国健等预盈超10亿 以业绩预告净利润下限统计，已公布2025年业绩预告的274家医药生物上市公司中，137家预计实现盈利，占比五成。 其中，10家公司预告归母净利润超10亿元，包括药明康德、三生国健、吉林敖东等。 新华财经北京2月24日电截至2026年2月12日，根据申万行业分类，A股医药生物行业逾500家上市公司，其中约274家已披露2025年业绩预告。 整体来看，已披露2025年业绩预告的274家医药生物上市公司中，业绩偏正面（包括预增、略增、扭亏及续盈）的企业合计90家。 137家医药生物上市公司2025年实现盈利，占比50%，其中10家归母净利润超10亿元。 图1：A股医药生物行业上市公司2025年业绩预告类型 图3：药明康德2025年度业绩预告 | | 2025年预告利润超过10亿元 | | | --- | --- | --- | | 证券代码 | 证券简称 | 业绩预告类型 | | 603259.SH | 药明康德 | 预增 | | 688336.CH | 三生国健 | 预增 | | 000623.SZ | 吉林敖东 | 预增 | | 688578.SH | 艾力斯 ...

Core Insights - The IBI EXPO 2026 Biopharmaceutical Innovation Conference will provide a high-level platform for communication and collaboration in the innovative drug industry [1] - Recent favorable news in the innovative drug sector includes a significant increase in licensing agreements, with Chinese companies signing $137.7 billion in deals in 2025, nearly a tenfold increase from 2021 [1][2] - The trend of Chinese biopharmaceutical companies entering international licensing agreements is accelerating, with major collaborations such as the $8.85 billion deal between Innovent Biologics and Eli Lilly [1][5] Market Focus - The IBI EXPO 2026 conference serves as a catalyst for the innovative drug sector, highlighting the substantial growth in licensing agreements and the transition from research investment to commercial realization [2] - The number of licensing agreements reached 186 in 2025, with a total transaction value of $137.7 billion, marking a record high for the past decade [3][5] - Companies like Innovent Biologics and Rongchang Biopharma are transitioning from loss to profit, indicating a clear improvement in the overall profitability of the industry [2][3] Broker Insights - Open Source Securities notes that the period from 2017 to 2026 is a "golden decade" for Chinese pharmaceutical companies, with licensing agreements skyrocketing from $2.562 billion in 2017 to $137.7 billion in 2025 [3] - The overall revenue growth in innovative drugs is evident, with over 70% of companies reporting positive revenue growth in 2025, showcasing strong commercial capabilities [3] - The innovative drug sector has seen a price correction over the past two quarters, but long-term prospects remain positive, suggesting an increase in sector allocation [3] Related Industries - The innovative drug sector is transitioning from a research investment phase to a commercialization phase, with significant implications for the CXO (Contract Research Organization) industry, which is expected to benefit from increased orders [5] - The new business model of external licensing is expected to enhance the early-stage research pipeline, benefiting companies involved in drug discovery and clinical trials [4][5] - The trend of Chinese innovative drugs "going global" is becoming systematic, with major collaborations indicating a shift towards international development [5] Industry Chain Companies - Heng Rui Medicine is a representative company in the domestic chemical innovative drug sector, with a diverse pipeline and ongoing internationalization efforts [7] - Sanofi Biopharma has received approval for its self-developed monoclonal antibody, further enriching its commercial product pipeline [7] - Companies like Rongchang Biopharma and Ailis are demonstrating strong revenue growth and successful international collaborations, indicating a positive trend in the innovative drug sector [7][8]

安沐奇塔单抗在关键注册性III期临床研究中，所有主要疗效终点和关键次要疗效终点均成功达到，尤其 在皮损完全清除的PASI100指标上显示出显著的疗效优势。 此外，安沐奇塔单抗的抗药抗体（ADA）发生率仅为0.7%，显示出较好的安全性和耐受性。该药物提 供每4周或每8周一次的灵活给药选择，有望减少患者的用药频率，降低长期治疗的时间成本与心理压 力。 近日，三生国健发布公告称，公司自主研发的抗IL-17A人源化单克隆抗体安沐奇塔单抗注射液（商品 名：益赛拓 ）的新药上市申请已获得国家药品监督管理局批准，用于治疗适合系统治疗或光疗的中度 至重度斑块状银屑病成人患者。 此次安沐奇塔单抗获批上市将丰富公司的自免商业化产品管线，提升市场竞争力，对公司的经营发展产 生积极作用。公告指出，此次获批不会对公司当前财务状况和经营成果产生重大影响，但对未来业绩提 升有一定积极作用。 ...

Core Viewpoint - The approval of the anti-IL-17A monoclonal antibody, Anmucita, by Sanofi is a significant milestone for the domestic innovative drug industry, enhancing the competitive landscape in the treatment of autoimmune diseases like psoriasis [1] Group 1: Market Trends and Competitive Landscape - The market position of anti-IL-17 treatments is gradually increasing, with Novartis's Cosentyx projected to achieve sales of $6.668 billion by 2025, reflecting a 9% year-on-year growth [1] - As imported products approach patent expiration, sales growth is slowing, leading to increased focus on domestic players, including Sanofi's Anmucita, Hengrui's innovative drug, and others [1] - The domestic autoimmune drug market is expected to reach $4.6 billion by 2024, with a compound annual growth rate (CAGR) of 15.9% from 2020 to 2024, and projected to grow to $35.2 billion by 2034 [7] Group 2: Clinical Advantages of Anmucita - Anmucita demonstrates a significantly lower immunogenicity rate of only 0.7%, with no patients developing neutralizing antibodies, which enhances its clinical efficacy [4] - The drug shows rapid onset of action, with symptom relief occurring within two weeks of the first dose, and maintains high response rates (over 92%) for PASI75 and PASI90 at 52 weeks [4] - Anmucita offers a long dosing interval of Q8W (every 8 weeks), improving patient compliance while maintaining stable efficacy [4] Group 3: Company Strengths and Innovation - Sanofi's confidence stems from over 20 years of experience in target discovery, early development, and a comprehensive innovation system, positioning it ahead of many local biotech firms [5] - The company has established a robust antibody drug development platform and talent pool, enabling it to efficiently navigate the drug approval process and commercialize products [8] - Sanofi's extensive experience in the autoimmune sector allows it to leverage its commercial capabilities and channel coverage for seamless product launch and market penetration [8]

北京商报讯（记者 丁宁）2月13日晚间，三生国健（688336）发布公告称，公司近日获悉，公司的抗 IL-17A人源化单克隆抗体安沐奇塔单抗注射液（商品名：益赛拓）的新药上市申请已经获得国家药品监 督管理局批准，用于治疗适合系统治疗或光疗的中度至重度斑块状银屑病成人患者。 三生国健表示，安沐奇塔单抗获批上市，将进一步丰富公司自免商业化产品管线，提升公司的市场竞争 力，对公司的经营发展具有积极作用。 ...

证券代码： 688336 证券简称：三生国健 公告编号：2026-003 三生国健药业（上海）股份有限公司 关于自愿披露安沐奇塔单抗注射液新药上市申请获 得批准的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 三生国健药业(上海)股份有限公司（以下简称"公司"或"三生 国健"）近日获悉，公司的抗 IL-17A 人源化单克隆抗体安沐奇塔单 抗注射液（商品名：益赛拓®，以下简称"安沐奇塔单抗"）的新药 上市申请已经获得国家药品监督管理局批准，用于治疗适合系统治疗 或光疗的中度至重度斑块状银屑病成人患者。现将相关情况公告如 下： 二、药品相关情况 1 公司自主研发的抗 IL-17A 人源化单克隆抗体安沐奇塔单抗注射 液（商品名：益赛拓®）上市申请已获国家药品监督管理局批准，用 于治疗适合系统治疗或光疗的中度至重度斑块状银屑病成人患者。 安沐奇塔单抗具有皮损清除能力强且起效快、免疫原性低、安全 性和耐受性良好、给药便捷性高等多方面的核心优势，已得到了多个 大样本量临床研究数据的充分验证。 皮损清除能力强且起效快。安沐奇塔单抗 ...