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2026-02-05
17:12
晶泰科技與維昇藥業達成數千萬元關鍵合作,AI+機器人共拓內分泌藥物千億級藍海市場

上海2026年2月5日 /美通社/ -- 今天,以 AI+機器人驅動新藥與新材料研發的創新平台晶泰科技(「晶泰控股」,2228.HK)與專注於內分泌領域的創新藥企維昇藥業(VISEN Pharmaceuticals,2561.HK)共同宣佈達成項目協議及長期戰略合作,本次合作整體規模達數千萬元,圍繞研發階段目標,結合關鍵里程碑有序推進。雙方將整合晶泰科技的AI+機器人藥物研發平台與維昇藥業的內分泌領域專業洞見,聚焦維昇選擇的內分泌代謝領域高臨床價值適應症與創新靶點共同推進創新療法的早期發現與臨床轉化,進一步開拓內分泌治療領域千億藍海市場,為患者帶來更加便捷、高效的用藥選擇。

晶泰科技與維昇藥業達成數千萬元關鍵合作,AI+機器人共拓內分泌藥物千億級藍海市場
晶泰科技與維昇藥業達成數千萬元關鍵合作,AI+機器人共拓內分泌藥物千億級藍海市場

內分泌代謝市場正處於高速增長期。據Insight數據庫統計,該市場規模預計將從2024年的959億美元增長至 2031年的近2000億美元,年複合增長率高達11.2%。近年全球注射類激素藥物的爆發性增長進一步驗證了該領域的巨大潛力——以GLP-1受體激動劑為代表的代謝疾病藥物已創造千億美元級市場。基於先進的生理學機制與 AI+機器人技術開發的新一代內分泌代謝藥物,有望加速完成從創新藥靶點評估驗證到安全性、活性、成藥性優化,為內分泌代謝領域帶來更好的治療、在慢病管理與代謝健康市場獲得更加廣泛的應用,打破現有藥物產品的市場天花板,拓展千億規模的代謝健康新藍海。

AI+機器人技術平台賦能,突破傳統研發難題

本次合作深度融合了晶泰科技與維昇藥業的核心優勢,將共同推動和加速內分泌領域創新療法的早期發現,聚焦未被滿足的臨床需求,並與維昇核心管線形成戰略協同,為內分泌疾病領域孕育出具有全球競爭力「中國造」新藥。晶泰科技擁有行業領先的 AI+機器人藥物研發平台,已與全球數百家藥企與前沿科研機構建立深度合作。其平台能夠實現基於理性設計的綜合成藥性質多目標優化,提前篩選臨床成功率更高的候選藥物並快速推進臨床轉化;維昇藥業作為港股市場的首家、也是唯一聚焦生長發育及內分泌領域的上市公司,擁有深厚的生物學機理洞見、強大的臨床開發與商業化落地能力。其核心產品隆培生長激素(維臻高R)作為全球首個獲FDA批准的用於兒童生長激素缺乏症的長效生長激素,以其長高療效優於日制劑的臨床結果在中國獲批上市。

合作中,晶泰科技將投入其行業領先的AI 藥物研發平台,深度整合量子物理、AI、自動化實驗,探索百萬級別的可成藥化學空間,並通過大規模機器人實驗驅動快速的設計-合成-測試-分析(DMTA)迭代循環,高效解決分子在活性、選擇性與體內代謝等屬性間的多目標優化難題,顯著加速臨床前候選化合物(PCC)發現進程。維昇藥業將為項目注入其在內分泌治療領域的生物學積累與全鏈條商業化能力,從差異化立項、臨床開發策略到未來市場准入與推廣,確保設計出的分子精準滿足臨床需求並實現最大化的商業價值。維昇藥業由跨國藥企高管領銜的商業化團隊及覆蓋全國的渠道資源,為創新產品的成功上市與價值兌現提供了堅實保障。

AI 賦能內分泌藥物研發,開啟千億級想像空間

基於雙方建立的深度互信與技術協同機制,未來晶泰科技與維昇藥業將進一步探索內分泌代謝領域更多難成藥靶點,打造一個可複製、可持續的創新合作生態,將晶泰科技的底層技術能力轉化為具有差異化競爭力的管線資產,助力維昇拓展產品管線寬度、加速迭代升級,共同引領「AI定義藥物,臨床定義價值」的未來醫藥研發新圖景,為患者與投資人創造價值。

晶泰科技首席執行官馬健博士表示:「晶泰科技長期聚焦於以AI攻克傳統手段無法解決的藥物發現與設計難題,讓創新科技真正惠及全球患者。維昇在內分泌領域展現出卓越的專業深度與商業化視野。我們期待晶泰領先的AI+機器人平台與維昇深厚的臨床洞察深度協同,針對內分泌代謝領域尚未滿足的臨床需求,為患者帶來更加安全高效的治療選擇。」

維昇藥業執行董事兼首席執行官盧安邦先生表示:「我們始終致力於為內分泌患者提供『同類首創』或『同類最優』的創新療法。與晶泰科技的合作,是我們積極探索外部創新生態、融合前沿技術以增強源頭創新能力的積極嘗試。晶泰在AI藥物研發領域的技術實力令人印象深刻,我們期待通過雙方的優勢結合,能夠更精準、更高效地探索新的治療可能性,為患者帶來更多希望。此次合作也將為維昇藥業相關領域的產品管線拓展注入新的動能。」

關於維昇藥業

維昇藥業(2561.HK)是專注於內分泌相關治療領域的創新型生物醫藥公司,致力於以更具人性關懷的創新療法,讓內分泌患者享有更好的治療過程與療效,以實現嚮往的生活。維昇藥業以患者需求為先,致力於提供同類首創(First in Class)或同類最優(Best in Class)的內分泌疾病產品和治療方案。治療領域包括成人內分泌、兒童內分泌以及內分泌罕見病。維昇藥業持續匯聚國際化背景的資深專業人才,以及全球創新前沿的技術和資源,深入佈局中國市場,總部設立於蘇州,已在上海、北京、香港、台北設立辦公室,落實從研發、生產到銷售的內分泌創新藥領域的全鏈條佈局,讓更多的中國內分泌患者更早地受惠於全球前沿可靠的治療方案。2025年3月21日,維昇藥業正式在香港交易所主板掛牌上市。

關於晶泰科技

晶泰科技(「XtalPi Holdings Limited」,股份簡稱:晶泰控股,XTALPI,股票代碼:2228.HK)由三位麻省理工學院的物理學家於 2015 年創立,是一個基於量子物理、以人工智能賦能和機器人驅動的創新型研發平台。公司採用基於量子物理的第一性原理計算、人工智能、高性能雲計算以及可擴展及標準化的機器人自動化相結合的方式,為製藥及材料科學(包括農業技術、能源及新型化學品以及化妝品)等產業的全球和國內公司提供藥物及材料科學研發解決方案及服務。

 

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09:04
BYD Jan Sales in Germany More Than Double Tesla for Same Period: Data

BYD COMPANY (01211.HK) sold 2,629 new cars in Germany in January, more than double Tesla's (TSLA.US) 1,301 registrations for the same period, compared to only 235 units in the same period last year, Bloomberg reported, citing data released by the Germany's Federal Motor Transport Authority.

BYD had already surpassed Tesla in Germany and the UK last year and is now expanding its pioneering advantages, report told.

Tesla's meager sales in Europe have continued into this year, with registrations in the French market falling to a more than three-year low. In Norway, a market that performed well last year, sales plummeted 88% last month.
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09:00
Baidu Announces New Share Repurchase Program and Dividend Policy

BEIJING, Feb. 5, 2026 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced that its Board of Directors (the "Board") has approved a new US$5 billion share repurchase program and a dividend policy, with the objective of further enhancing shareholder returns.

The Board has authorized a new share repurchase program for up to US$5 billion of the Company's shares, effective through December 31, 2028. The Board will periodically review the repurchase program and may adjust its terms and size as appropriate.

With our substantial cash reserves and sound financial management capabilities, we aim to create and continuously enhance long-term value for our shareholders through our proactive shareholder return initiatives. Apart from previous repurchase tactics, this brand new program will be executed on a regular basis in a disciplined and transparent manner, guided by a strategic focus beyond short-term stock price fluctuations.

Repurchases may be effected from time to time through open market transactions at prevailing prices or by other legally permissible means, in compliance with applicable regulations and subject to market conditions.

In addition, with the objective of further enhancing shareholder returns, the Board has approved the adoption, for the first time, of a dividend policy for the Company's ordinary shares, which may include regular and/or special distributions of dividends.

Future dividend distributions will be supported by sustainable funding sources, primarily derived from operating profits and potentially supplemented by proceeds from non-core asset disposals and other investment returns. The Board intends to establish a clear, balanced policy framework that aligns shareholder returns with the continued strategic growth of the Company.

The Board expects to declare the first payment of dividend in 2026. The declaration, timing, and amount of any future dividend will be subject to the determination of the Board at its discretion based on factors such as the Company's financial performance, capital requirements, prevailing market conditions and other considerations that the Board deems relevant. A formal announcement of the dividend will be made after the Board's review and approval.

About Baidu

Founded in 2000, Baidu's mission is to make the complicated world simpler through technology. Baidu is a leading AI company with strong Internet foundation, trading on NASDAQ under "BIDU" and HKEX under "9888". One Baidu ADS represents eight Class A ordinary shares.

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates," "confident" and similar statements. Baidu may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the "SEC"), in announcements made on the website of the Hong Kong Stock Exchange, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including but not limited to statements about Baidu's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Baidu's growth strategies; its future business development, including development of new products and services; its ability to attract and retain users and customers; competition in the Chinese Internet search and newsfeed market; competition for online marketing customers; changes in the Company's revenues and certain cost or expense items as a percentage of its revenues; the outcome of ongoing, or any future, litigation or arbitration, including those relating to intellectual property rights; the expected growth of the Chinese-language Internet search and newsfeed market and the number of Internet and broadband users in China; Chinese governmental policies relating to the Internet and Internet search providers, and general economic conditions in China and elsewhere. Further information regarding these and other risks is included in the Company's annual report on Form 20-F and other documents filed with the SEC, and announcements on the website of the Hong Kong Stock Exchange. Baidu does not undertake any obligation to update any forward-looking statement, except as required under applicable law. All information provided in this announcement is as of the date of the announcement, and Baidu undertakes no duty to update such information, except as required under applicable law.

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08:17
Everest Medicines Announces Exclusive License Agreement with Micot to Commercialize MT1013

SHANGHAI, Feb. 5, 2026 /PRNewswire/ -- Everest Medicines (HKEX 1952.HK, "Everest", or the "Company"), a biopharmaceutical company focused on the discovery, clinical development, manufacturing, and commercialization of innovative therapeutics, today announced that it has entered into an exclusive license agreement with Shaanxi Micot Pharmaceutical Technology Co., Ltd. ("Micot") to commercialize MT1013, the world's first-in-class dual-targeting receptor agonist polypeptide that simultaneously targets the Calcium-Sensing Receptor (CaSR) and the Osteogenic Growth Peptide (OGP) receptor and is primarily developed with Secondary Hyperparathyroidism (SHPT) as its leading indication, in China and Asia-Pacific (excluding Japan).

According to the agreement, Everest Medicines will pay Micot an upfront payment of RMB 200 million and potential regulatory and commercial milestone payments of up to RMB 1,040 million. MT1013 has entered Phase III clinical trial in China and the relevant development expenses will be covered by Micot. The strategic collaboration is expected to complement Everest Medicines' existing renal pipeline and drive operating synergies, further strengthen the Company's commercial product portfolio, and solidify its leading position in renal and autoimmune diseases in Asia, which are key therapeutic areas of focus. The collaboration will also expand the Company's nephrology portfolio from IgA nephropathy to a broader range of chronic kidney diseases (CKD).

MT1013 is the world's first-in-class dual-targeting receptor agonist polypeptide internally developed by Micot. The Phase II data were presented orally and in a Late-Breaking session at the 2025 American Society of Nephrology (ASN) Annual Meeting. MT1013 uniquely combines the calcium-sensing receptor (CaSR) and the osteogenic growth peptide (OGP) receptor, addressing imbalances in parathyroid hormone (PTH), calcium, and phosphate metabolism. This innovative dual mechanism allows MT1013 to control SHPT and related bone metabolism disorders at the source, and to actively promote bone formation and repair through direct activation of osteogenic pathways, representing a therapeutic innovation shift from indirect inhibition of bone resorption to active stimulation of bone formation.

Clinical studies have demonstrated that MT1013 acts rapidly, with strong and durable efficacy, and has a favorable safety profile in patients with CKD on maintenance hemodialysis with SHPT. It has shown potential advantages over current therapies in achieving comprehensive endpoints, including control of intact parathyroid hormone (iPTH), serum calcium, and phosphate levels, as well as improving calcium-phosphate balance and offering potential cardiovascular benefits. MT1013 is currently being evaluated in a Phase III clinical trial in China for this patient population, with over 50% of the target enrollment already achieved.

SHPT is one of the most common and serious complications in patients with CKD. It causes disturbances in calcium and phosphate metabolism, elevated PTH levels, bone disorders, and vascular calcification, which substantially increase the risk of fractures, cardiovascular events, and mortality. SHPT is therefore an important factor influencing outcomes and prognosis in patients with CKD. With the global prevalence of CKD continuing to rise, the unmet medical need for effective SHPT therapies is also growing. Data indicate that the global population of patients with CKD has increased from 905.2 million in 2019 to 1.0655 billion in 2024 and is projected to exceed 1.2 billion by 2030 and 1.5 billion by 2035. Over the same period, the number of patients with SHPT has also continued to rise and is expected to reach approximately 189.9 million by 2030 and 221.7 million by 2035, highlighting a substantial and growing unmet medical need.

"We are very pleased to collaborate with Micot. As the global burden of chronic kidney disease continues to rise, addressing patients' unmet needs remains a top priority.," said Mr. Yifang Wu, Chairman of the Board of Everest Medicines. "MT1013 represents an innovative asset with the potential to expand treatment options for patients with secondary hyperparathyroidism. Through this partnership, we aim to leverage our expertise in autoimmune-related kidney disorders while broadening our renal portfolio to include additional diseases, including glomerulonephritis and complications associated with dialysis. Looking ahead, we will jointly advance the development and commercialization of MT1013 to bring innovative treatment options to a broader population of patients with kidney disease."

"We are delighted to enter into this strategic collaboration with Everest Medicines. Everest's deep expertise in nephrology and established commercialization capabilities make it an ideal partner to bring MT1013 to patients in China and beyond," said Dr. Bing Wang, Founder, Chairman, and President of Micot. "MT1013 is a pivotal achievement of our peptide technology platform and a key milestone in our commitment to advancing innovative therapies for chronic diseases. Its unique dual-targeting mechanism has the potential to deliver meaningful advances in the treatment of secondary hyperparathyroidism. We look forward to working closely with Everest to accelerate clinical development and commercialization, address critical unmet medical needs, and advance care for patients with kidney disease."

MT1013 has completed its pivotal Phase II clinical trial, which demonstrated robust and sustained iPTH suppression in patients with SHPT undergoing maintenance hemodialysis. In head-to-head comparisons with etelcalcetide, MT1013 showed advantages in comprehensive disease management, achieving higher rates of simultaneous control of iPTH, serum calcium, and phosphate, as well as greater reductions in phosphate and the cardiovascular risk marker FGF-23. Over 52 weeks of treatment, MT1013 also resulted in significant improvements in bone mineral density and bone metabolism markers, supporting the potential clinical benefits of its unique dual-target mechanism in both disease management and bone health.

Building on these positive results, the Phase II data were presented orally and in a Late-Breaking session at the 2025 American Society of Nephrology Annual Meeting. MT1013 has now advanced into a confirmatory Phase III clinical trial in China with cinacalcet as the active comparator. The Phase III study has been launched across more than 100 sites nationwide, aiming to enroll approximately 424 patients, specifically targeting individuals with SHPT undergoing maintenance hemodialysis due to chronic kidney disease.

About MT1013

MT1013 is the world's first-in-class dual-targeting receptor agonist polypeptide that simultaneously targets the Calcium-Sensing Receptor (CaSR) and the Osteogenic Growth Peptide (OGP) receptor and is primarily developed with Secondary Hyperparathyroidism as its leading indication and is planned to expand into additional indications including Chronic Kidney Disease-Mineral and Bone Disorder (CKD-MBD) with Osteoporosis and SHPT not on Dialysis. MT1013 completed its Phase II clinical trial (MT1013-II-C01) for the treatment of SHPT in May 2025 and has entered a Phase III clinical trial using Cinacalcet as the active comparator.

About Everest Medicines

Everest Medicines is a biopharmaceutical company focused on discovering, developing, manufacturing and commercializing innovative pharmaceutical products that address critical unmet medical needs for patients in global markets. The management team of Everest Medicines has deep expertise and an extensive track record both in China and with leading global pharmaceutical companies.

The Company's therapeutic areas of focus include autoimmune, ophthalmology, critical care, and CKM (cardiovascular, kidney, and metabolic) diseases. Everest Medicines has developed a fully integrated commercialization platform that combines omnichannel commercial capabilities with end-to-end product lifecycle management. Leveraging its proprietary mRNA platform, the Company is advancing its existing pipeline, including mRNA in vivo CAR-T and mRNA cancer vaccines, while selectively expanding into additional high-value therapeutic areas with blockbuster potential, and accelerating its global expansion. For more information, please visit the Company's website: www.everestmedicines.com.

About Micot

Shaanxi Micot Pharmaceutical TechnologyCo., Ltd.("Micot") was founded in Xi'an in January 2007 and now operates in China (Xi'an, Suzhou, Beijing, Shanghai, Hong Kong) and the U.S. An R&D-driven innovator, Micot develops dual- and multi-functional peptide drugs for cardiovascular/cerebrovascular and metabolic diseases to address unmet clinical needs.

As the proposer, implementer, validator, and developer of the bispecific peptide concept, Micot stands as a premier platform for peptide drug R&D. It utilizes a unique mechanism for screening multi-target peptide therapeutics and possesses platform-based R&D capabilities to develop both First-in-class and Best-in-class candidates.

Currently, Micot has a robust reserve of new drug candidates, with seven proprietary innovative pipelines currently in clinical stage: one in Phase III, three in Phase II, and three in Phase I. Dedicated to creating breakthrough medicines and saving lives, Micot strives to address unmet clinical needs and leverages scientific innovation to safeguard human health. For more information, please visit the website: www.micot.cn.

Forward-Looking Statements

This news release may make statements that constitute forward-looking statements, including descriptions regarding the intent, belief or current expectations of the Company or its officers with respect to the business operations and financial condition of the Company, which can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates," "confident" and similar statements. Such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, or other factors, some of which are beyond the control of the Company and are unforeseeable. Therefore, the actual results may differ from those in the forward-looking statements as a result of various factors and assumptions, such as future changes and developments in our business, competitive environment, political, economic, legal and social conditions. The Company or any of its affiliates, directors, officers, advisors or representatives has no obligation and does not undertake to revise forward-looking statements to reflect new information, future events or circumstances after the date of this news release, except as required by law.

 

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08:08
雲頂新耀宣佈與麥科奧特達成MT1013獨家商業化許可協議

上海2026年2月5日 /美通社/ -- 雲頂新耀(HKEX 1952.HK,以下簡稱「公司」),一家專注於創新藥研發、臨床開發、製造及商業化的生物製藥公司,今日宣佈與陝西麥科奧特醫藥科技股份有限公司(以下簡稱「麥科奧特」)簽署獨家商業化許可協議,獲得MT1013在中國及亞太區(日本除外)的獨家商業化授權。MT1013為全球首創的雙靶點受體激動劑多肽,可同時靶向鈣敏感受體(CaSR)及成骨生長肽(OGP)受體,開發主要用於治療繼發性甲狀旁腺功能亢進症(SHPT)。此次戰略合作將與雲頂新耀現有腎科管線形成協同效應,強化產品佈局,鞏固公司在亞洲腎臟及自身免疫疾病領域的領導地位,並將產品覆蓋從IgA腎病拓展至更廣泛的慢性腎臟病領域。

根據協議,雲頂新耀將向麥科奧特支付人民幣2億元首付款,以及最高不超過人民幣10.40億元的潛在監管及商業里程碑付款。中國III期臨床研究正在進行中,相關臨床開發費用將由麥科奧特承擔。

MT1013是由麥科奧特自主研發的全球首創雙靶點多肽新藥,2025年獲美國腎臟病學會(ASN)年會「Late-Breaking」收錄。其開創性地融合了「鈣敏感受體(CaSR)+成骨生長肽(OGP)模擬」雙重作用機制,解決了PTH、鈣、磷代謝平衡的問題,這一全新設計使其在治療繼發性甲狀旁腺功能亢進(SHPT)及相關骨代謝疾病時,首次創造性的從源頭上控制病情,且能通過直接激活成骨通路,主動促進骨形成與修復,實現從「間接抑制骨吸收」到「主動促進骨生成」的治療創新升級。臨床研究證實,MT1013在慢性腎病接受維持性血液透析伴繼發性甲狀旁腺功能亢進患者中,起效迅速、效力強且持久,安全性良好,在綜合達標率(iPTH, 血鈣,血磷均達標)、血鈣鈣化指標的控制及心血管獲益前景上均展示出超越現有療法的潛力。目前,MT1013正在中國開展針對該患者群體的III期臨床研究,已入組超50%。

SHPT是慢性腎臟病(CKD)患者最常見的嚴重併發症之一。該疾病導致鈣磷代謝紊亂、甲狀旁腺激素升高、骨病變、血管鈣化等一系列病理變化,顯著增加骨折、心血管事件和死亡風險,是影響CKD患者預後的關鍵因素。隨著全球慢性腎臟病患者規模持續擴大,SHPT及其相關治療需求亦不斷增長。數據顯示,全球CKD患者人數已由2019年的9.052億人增至2024年的10.655億人,預計2030年將超12億人,2035年將超15億人;同期全球SHPT患者人數亦持續增長,預計2030年將達約1.899億人,2035年將達約2.217億人,臨床需求亟待滿足。

雲頂新耀董事會主席吳以芳表示:「我們非常高興能與麥科奧特達成此次合作。在全球慢性腎臟病患者持續增加的背景下,繼發性甲狀旁腺功能亢進仍存在顯著臨床未滿足需求。MT1013作為具備全球首創雙重作用機制的臨床後期創新資產,有望為SHPT患者提供全新的治療選擇。作為潛在同類最佳藥物,MT1013將與公司現有的腎科產品組合形成高度協同,進一步夯實公司在腎科領域的佈局。雲頂新耀在持續深耕自身免疫相關腎臟疾病的基礎上,正加速拓展至腎小球腎炎以及慢性腎臟病及其併發症等更廣泛的治療領域。此次合作是公司完善創新管線、拓展腎科治療邊界的重要戰略舉措,標誌著腎科戰略由聚焦單一疾病領域向系統化和平台化的發展階段升級。未來,雙方將協同推進MT1013的開發與商業化,為更廣泛的腎病患者提供創新治療選擇。」

麥科奧特創始人、董事長王冰博士表示:「我們很高興與雲頂新耀達成此次戰略合作。雲頂新耀在腎病領域擁有深厚的市場積累和成熟的商業化體系,是推動MT1013惠及中國乃至全球患者的理想合作夥伴。MT1013是公司多肽技術平台的重要成果,代表著公司在慢病創新治療領域深耕的重要里程碑達成,其獨特的雙靶點機制有望為SHPT治療帶來突破和更多獲益。我們期待與雲頂新耀緊密協作,加速該產品的臨床開發和上市進程,共同滿足廣大未滿足的臨床需求,開啟腎病領域治療的全新篇章。」

MT1013已完成關鍵II期臨床研究,數據顯示,MT1013在維持性血液透析伴SHPT患者中,展現出強效且持久的iPTH抑制能力,並在與依特卡肽頭對頭比較中實現了綜合管理的優勢 -- 其iPTH、血鈣、血磷三項同時達標率更高,降磷及降低心血管風險標誌物FGF-23的優勢更強,加之MT1013在長達52周的治療中也為患者人群帶來了顯著的骨密度提升及骨代謝標誌物改善,逐步驗證了其獨特的雙重機制在SHPT患者中綜合管理及改善骨骼健康方面的潛在臨床獲益。目前MT1013已進入以西那卡塞為陽性對照的確證性III期臨床試驗。該III期試驗已在全國範圍內啟動超過100家研究中心,計劃招募約424名患者,主要針對慢性腎臟病維持性血液透析伴 SHPT的患者群體。

關於MT1013

MT1013為全球首創的雙靶點受體激動劑多肽,可同時靶向鈣敏感受體(CaSR)及成骨生長肽(OGP)受體,開發主要用於治療繼發性甲狀旁腺功能亢進症(SHPT),並計劃拓展至包括慢性腎病性礦物質和骨代謝異常(CKD-MBD)伴骨質疏鬆及未接受透析的SHPT在內的額外適應症。MT1013已於2025年5月完成針對SHPT的II期臨床研究(MT1013-II-C01),並已進入以西那卡塞為對照的III期臨床研究。

關於雲頂新耀

雲頂新耀是一家專注於創新藥研發、臨床開發、製造和商業化的生物製藥公司,致力於滿足全球市場尚未滿足的醫療需求。雲頂新耀的管理團隊在中國及全球領先製藥企業擁有深厚的專長和豐富的經驗。公司在浙江嘉善擁有具備商業化規模的全球生產基地,並嚴格按照國家藥品監督管理局(NMPA)和歐洲藥品管理局(EMA)的 GMP 要求及世界衛生組織(WHO)PQ 標準建設。公司聚焦自身免疫、眼科、急重症及CKM(心血管、腎臟及代謝)等疾病治療領域,已打造集全渠道商業化體系與藥品全生命週期商業化能力於一體的商業化平台,並以擁有全球權益的自研 mRNA 平台為基礎,持續推進mRNA in vivo CAR-T 與 mRNA 腫瘤疫苗等現有管線,同時通過引進及生態孵化潛力平台,拓展研發能力,同時強化全球化佈局,加快國際化發展進程。更多信息,請訪問公司官網: www.everestmedicines.com

關於麥科奧特

陝西麥科奧特醫藥科技股份有限公司(以下簡稱「麥科奧特」)於2007年1月在西安成立,現已完成西安、蘇州、北京、上海、中國香港、美國佈局。公司是一家專注於新藥研發的創新型醫藥科技企業,致力於成為雙功能和多功能特異性多肽藥物研發的領軍性前沿企業,聚焦於心腦血管、代謝類疾病相關領域的新藥研發。公司是是雙特異性多肽概念的提出者、實施者、驗證者和開發者,是多肽類藥物研發的優秀平台之一,具有篩選多靶點多肽藥物的特殊機制,具備開發First-in-class和Best-in-class品種的平台型研發能力,現已儲備多個新藥品種,其中進入臨床研發的有7個原研創新藥管線,包括1個臨床三期階段,3個臨床二期階段,3個臨床一期階段。公司致力於創製新藥、挽救生命,滿足未被滿足的臨床需求,用科技創新為人類健康保駕護航。www.micot.cn

前瞻性聲明

本新聞稿所發佈的信息中可能會包含某些前瞻性表述,乃基於本公司或管理層在做出表述時對公司業務運營情況及財務狀況的現有看法、相信、和現有預期,可能會使用「將」、「預期」、「預測」、「期望」、「打算」、「計劃」、「相信」、「預估」、「確信」及其他類似詞語進行表述。這些前瞻性表述並非對未來業績的保證,會受到風險、不確定性及其他因素的影響,有些乃超出本公司的控制範圍,難以預計。因此,受我們的業務、競爭環境、政治、經濟、法律和社會情況的未來變化及發展等各種因素及假設的影響,實際結果可能會與前瞻性表述所含資料有較大差別。本公司及各附屬公司、各位董事、管理人員、顧問及代理未曾且概不承擔更新該稿件所載前瞻性表述以反映在本新聞稿發佈日後最新信息、未來項目或情形的任何義務,除非法律要求。

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05:23
Alphabet 4Q25 Profit Up 30% Beats; Capex Expected to Double This Yr; Stock Adds 1%+ After Hrs

Alphabet (GOOG.US), the parent company of Google, announced after the market closed on Wednesday that its net profit for the fourth quarter of last year mounted 30% YoY to USD34.46 billion, with an EPS of USD2.82, surpassing the market expectation of USD2.63.

The company expected this year's capex to be between USD175 billion and USD185 billion, approximately double last year's amount and evidently higher than the anticipated USD119.5 billion. The stock price added over 1% after hours.

During the quarter, the company's revenue gained 18% to USD113.83 billion, beating the expected USD111.43 billion.
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02:58
Apple Rises 2% Against Mkt Trend, Becoming Safe Haven With Mkt Cap USD4T+

Apple (AAPL.US) rallied by 2% on Wednesday, while the tech-heavy Nasdaq last dropped by 1.6%. Analysts said Apple is being considered a safe haven for capital by investors amid concerns that AI could pose disruptive risks.

Apple's stock price has snowballed by nearly 6% MTD, in contrast to a decline of over 3% in the Nasdaq during the same period. With its market cap rising to over USD4 trillion, Apple has slightly surpassed Alphabet (GOOGL.US), becoming the world's second-largest listed company by market cap, just behind Nvidia (NVDA.US).
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02:17
Jensen Huang Says Software Stock Sell-off Illogical

Regarding this week's software stock sell-off, Nvidia (NVDA.US) CEO Jensen Huang said selling software stocks due to fears of AI disruption was illogical.

Huang pointed out that software products are tools, and AI will use these tools rather than reinvent them. He cited Nvidia as an example, noting that the widespread adoption of these tools has freed up more time for its employees to focus on its specialties, such as chip design and computer systems.
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01:09
Robin Zeng: Unlocking the Sustainable Energy Era with Zero-Carbon Technology

NINGDE, China, Feb. 5, 2026 /PRNewswire/ -- Dr. Robin Zeng, Chairman and CEO of CATL, delivered a speech about the future of energy at the World Laureate Summit and the World Governments Summit in Dubai, the UAE on Feb. 3. Full text below:

Throughout human history, energy has been the driving force behind civilization's growth. Every major leap in human development has been accompanied by an energy revolution. Today, we are experiencing another revolutionary energy shift, one comparable to humanity's transition from hunter-gatherers to agricultural societies -- from an era where we track down and gather fossil fuels, to one where we can harvest energy in wind and solar farms and store it in batteries.

This revolution is enabled by science and technology progress, which delivers practical solutions and drives down costs. According to the IEA and BNEF, over the past decade, the cost of LFP batteries and solar has fallen by about 80%. Sustainable energy solutions have evolved from being technically feasible to becoming an economically compelling choice.

CATL is enabling renewable energy to achieve true economic competitiveness across a range of applications. In the mining sector, solar-plus-storage systems powered by CATL have been deployed in Chile and the Democratic Republic of the Congo, supplying electricity to remote operations at about one-fourth the cost of diesel generators.

A similar transformation is underway in industrial applications. In Pakistan, the rapid growth of distributed solar, combined with CATL's energy storage solutions, is providing reliable power to local cement plants, cutting electricity costs by half.

In California, we see what future power systems will look like at the grid scale. As storage capacity expands, the "duck curve" created by high renewable penetration has been significantly eased. In 2025, the grid recorded more than 1,800 hours when clean energy met or exceeded total electricity demand, showing what becomes possible when renewables and storage grow together.

These developments point to a broader reality: in many regions, clean energy is being adopted not just for climate goals, but also because technological progress has made it the most commercially viable option.

We are embracing the profound shift towards a net-zero energy era. The future energy system, to my mind, can be defined by three words: distributed, intelligent, circular.

First, distributed power systems, which include renewable generation and advanced battery storage, will mushroom across the world, especially in areas with weak grid infrastructure. This will replace a lot of fossil fuel energy, which is centralized and relies heavily on large-scale power plants and a strong grid.

However, a high proportion of renewable energy introduces new challenges to the stable operation of power systems. To address those challenges, CATL has developed an innovative high-voltage grid-forming energy storage technology, which can act as a stabilizer for zero-carbon energy systems. It can provide grid frequency regulation, reactive power compensation, damping control, and system inertia support. It also offers excellent black-start capabilities, which are crucial in the case of large-scale blackouts, like the one hit Spain last year.

This technology has been successfully validated in engineering, and in China we are applying this technology to build an off-grid industrial park, which is powered entirely by wind, solar, and storage to supply a 40GWh battery plant. It showcases how advanced energy technology can create a net-zero power system.

Beyond being distributed, future energy systems will be more intelligent. They will be able to handle vast amounts of data and adjust to fluctuations in renewable power generation and consumption. Advanced AI-driven scheduling and optimization will be required to balance energy supply and demand. For instance, we use AI to enhance energy system management for SenseTime's AI Data Center in Shanghai, helping manage the fluctuating energy demand of computing tasks.

Thirdly, circular economy is crucial for achieving zero-carbon energy. Unlike fossil fuels, which are burned upon use, materials for zero-carbon energy systems can be recycled. CATL has been at the forefront of this effort, and we have achieved the highest recovery rates in the industry—99.6% for nickel and cobalt, and 96.5% for lithium. To build a stable, sustainable supply of critical raw materials, we are also working closely with NGOs and industry peers to promote a circular economy in the sector.

Driven by continued progress in zero-carbon technologies, a sustainable energy era is no longer a distant vision — it is approaching rapidly. In my estimate, 2030 will mark the true beginning of the sustainable energy era.

How can we get there? My answer is: science shows us what is possible, but engineering and manufacturing determine how fast we get there.

Basic science remains the ultimate source of transformation. Breakthroughs in material science, artificial intelligence, and new energy systems will continue to shape what the future can look like. To be honest, with today's technologies, we may have solved less than 30% of what a fully sustainable energy system require. Many disruptive technologies have yet to emerge, and much foundational research still lies ahead.

For technology to truly change the world, it must move beyond labs and be deployed at scale. Today, we have made scientific and technological breakthroughs in frontier areas such as condensed batteries, solid-state batteries, and perovskite solar batteries. Yet there is still much more to do to scale these innovations from the lab to the market. That is why we are investing heavily in R&D – more than all other players in the industry combined.

While fighting global warming appears to be a climate issue, it is in essence an energy issue, and fundamentally, a development issue. We believe international cooperation is the most efficient way to tackle it, and we are willing to share battery technologies and experiences with the world. We have evolved from exporting batteries in the early days, to "local production, for local markets" now. We are also licensing technologies to our partners to help them build their own battery plants.

To accelerate the transition to a sustainable energy era, we need to scale up advanced energy technologies in a more efficient and affordable manner globally. However, in some markets, in our experience, building and equipment regulations are the cause of higher cost of production. I would like to propose a solution: setting up special economic zones that adopt similar regulations of building and equipment which are practiced in China. This will quickly scale up productivity, as it has been proven successful in China.

Ladies and gentlemen, a recent study by Columbia University projects a 1.7 degrees C temperature rise above the pre-industrial level in 2027. To tackle global warming, we need to take immediate action to build a sustainable energy system. This requires technology breakthroughs, courage and wisdom.

As a pioneer of the energy transition, CATL is willing to work more closely with the scientific community, governments, businesses, and anyone who is committed to the mission. Let's work together towards a net-zero energy future, and leave a healthy, green Earth for future generations to come.

SenseTime’s AI Data Center in Shanghai
SenseTime’s AI Data Center in Shanghai

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2026-02-04
16:54
晶泰科技傾力推動中國胃癌逐漸消除,攜手覓瑞、希格生科構建全球首個胃癌「AI早篩+精準治療」閉環體系

香港2026年2月4日 /美通社/ -- 今天,晶泰科技(股票代碼:2228.HK)宣佈,將聯合全球領先的胃癌早篩企業Mirxes覓瑞(股票代碼:2629.HK)及創新藥研發公司希格生科,共同打造以 AI 為核心的「早篩-診斷-治療」全流程的胃癌精準防治體系,推動中國及亞洲的胃癌防治進程。三家公司將在中國和新加坡聯合成立合資公司,共同拓展亞洲市場。該項目依托晶泰科技的 AI+ 機器人藥物研發平台、覓瑞全球領先的胃癌早篩技術及希格生科的全球首個瀰漫性胃癌靶向藥管線,有望在未來 5 年逐步構建 「早篩、早診、早治」的胃癌全週期治療閉環體系,全面提升胃癌早篩滲透率與精準診斷、治療覆蓋,助力逐步降低亞洲胃癌發病與死亡率,顯著提升中國乃至亞洲胃癌早篩可及性與治療有效率,力爭在 2031 年前系統性降低中國胃癌疾病對患者家庭與醫療系統的負擔,逐步消除胃癌這一重大健康威脅,以前沿技術合力攻克胃癌防治難題。

中國胃癌防治現狀:早篩不足、治療滯後,亟需技術突破

胃癌在亞洲地區具有極高的發病率和死亡率,長期位居癌症死亡原因前列;全球近一半胃癌死亡人數發生在亞洲,全球範圍內晚期患者的五年生存率小於 10%。中國胃癌發病數和死亡數居高不下,且多數患者確診時已進展至中晚期,五年生存率顯著低於日韓等早篩普及國家。根據國家癌症中心 2024 年發佈數據,全國胃癌的年發病人數超過35,位列所有惡性腫瘤第5位;死亡人數超過26萬人,位列惡性腫瘤第3位。其中,瀰漫性胃癌(Diffuse Gastric Cancer,DGC)約占胃癌總數的三分之一,作為一種難治亞型仍缺乏有效治療手段,且對放化療、免疫治療等方法也不太敏感,臨床需求遠未滿足。

晶泰科技董事長溫書豪博士表示:「中國胃癌防治面臨兩大核心挑戰——早篩可及性不足與創新藥物研發效率待提升。晶泰聯手產業夥伴,共同攻克胃癌防治難題,正是希望通過AI技術深度賦能胃癌防治全鏈條:一方面優化早篩技術,讓更多患者在可治癒階段被及時發現;另一方面加速創新藥物研發,為確診患者提供精準治療方案。我們堅信,科技創新的終極目標,是讓前沿突破轉化為大眾可及的健康福祉,讓每個患者都能享有更長的生命與更好的生活。」

戰略投資覓瑞:AI賦能全球領先早篩技術

作為這項計劃的重要一環,晶泰科技以戰略投資者身份參與覓瑞新股配售,並達成深度技術合作。覓瑞核心產品「覓小衛」是全球首個獲批的胃癌血液早篩產品,並已在中國獲批上市。

2025年,晶泰科技與覓瑞達成戰略合作,共建AI賦能的「診療一體化」創新研究及產業化平台,攜手打造從早期發現到精準干預治療的全鏈條解決方案。晶泰科技將基於其行業領先的AI算法與量子物理計算平台,從兩大維度賦能並加速覓瑞的早篩管線。一方面,兩家公司將深度合作,進行早篩技術的算法優化:覓瑞內部積累了豐富的亞洲人群基因及血液多組學數據,通過晶泰科技的機器學習底座,有望進一步優化覓瑞早篩模型的精準度與泛化能力,尤其針對中國高發胃癌亞型(如幽門螺桿菌相關型)開發專屬篩查標誌物;另一方面,對發現的潛在治療靶點發起管線轉化:挖掘早篩中發現的差異化分子靶點,反向賦能希格生科等胃癌創新藥管線的持續開發,並為晶泰科技的藥物研發工作提供真實世界基礎,形成「早篩指導用藥,用藥驗證早篩」的閉環。

覓瑞CEO周礪寒博士指出:「在AI賦能醫療創新的時代,整合晶泰的AI平台和覓瑞多組學血液早篩技術,深度分析覓瑞過去12年間在亞太多國積累的10萬級臨床及真實世界數據,可進一步提升現有單癌早篩的準確性和可及性,將多癌早篩產品的研發速度提升3倍以上,並降低成本,讓早篩成為普惠醫療的一部分。同時,覓瑞的臨床經驗也能助力晶泰科技發掘更多極具市場價值的創新靶點與抗癌藥物,實現胃癌的精確診斷與精準治療無縫銜接,進一步降低死亡率。」

聯動希格生科:全球首款瀰漫性胃癌靶向藥研發取得突破

在治療端,晶泰科技孵化的希格生科成為計劃的關鍵支柱。兩家公司合作研發的 SIGX1094 是全球首個進入臨床階段的瀰漫性胃癌靶向藥,該藥物基於創新靶點設計,以 AI+ 類器官進行精確的藥效、安全性與可開發性優化,並進入 I 期臨床研究。2025年,憑借其突破性潛力,SIGX1094 獲得「醫藥界諾貝爾獎」蓋倫獎(Prix Galien)提名,而希格生科也被Biotech Breakthrough組委會評選為「Drug Discovery Innovation Award」(藥物發現創新獎),代表著其與晶泰科技合作研發的首創新藥(First-in-class)藥物管線與「類器官+AI」藥物研發平台獲得國際權威認可。

希格生科同時擁有全球領先的胃癌類器官模型,可高度模擬亞洲胃癌亞型特徵。晶泰科技與希格生科通過深度合作,結合覓瑞的早篩標誌物與希格生科的類器官藥敏測試,實現「篩查-用藥」精準匹配,並利用其深厚的生物學領域科研積澱與類器官+AI平台能力,針對覓瑞發現的全新疾病靶點建立模型,驗證其可開發性,推進這些發現向新藥管線的研發轉化。

希格生科創始人張海生博士表示:「瀰漫性胃癌等晚期胃癌目前治療選擇有限,SIGX1094 的研發進展為這類患者帶來新希望。通過與晶泰科技、覓瑞的合作,我們將進一步優化藥物開發策略,以希格生科獨特的類器官+AI 平台與晶泰科技的 AI+機器人藥物研發平台,推動具有高市場潛力的腫瘤靶向藥研發,與行業夥伴一起為幫助癌症患者擺脫『無藥可醫』的困境而做出努力。」

AI 賦能三方技術協同,構建胃癌防治新範式

該計劃不僅具有重要的社會價值,也展現出可觀的商業前景。全球癌症早篩市場正處於快速發展階段,預計2033年達3600億美元。同時,2025年全球胃癌治療市場規模達70.5億美元,亞太地區以39.38%的份額主導全球市場。該市場預計將在 2034年達到 313.1 億美元,期內復合年增長率為18.23%。隨著中國癌症早篩市場的快速發展和創新藥研發的持續推進,三方合作有望在胃癌防治領域建立長期競爭優勢與獨特的技術協同效應,並通過中國與新加坡合資公司的成立,共同推進亞洲市場的業務推廣,共享未來商業化收益。晶泰科技的AI平台將同時賦能早篩技術優化與藥物研發效率提升,覓瑞的臨床經驗將為藥物研發提供真實世界基礎,而希格生科的創新藥物研發將進一步豐富胃癌治療選擇。這種「篩-診-治」全鏈條的閉環模式,有望為中國胃癌防治帶來革命性突破。

這一以 AI 賦能的胃癌早篩+精準診療閉環體系的建立,代表著中國創新企業攻克重大疾病的決心。晶泰科技、覓瑞與希格生科的強強聯合,持續完善產業生態閉環,通過技術創新重塑胃癌防治格局,讓精準、高效、可負擔的癌症診療服務惠及中國與更為廣泛的亞洲地區,共同應對胃癌這一重大疾病威脅,守護人類生命健康,為中國乃至亞洲患者帶來切實獲益。

於覓瑞 

覓瑞(股票代碼:2629.HK)成立於2014年,是一家源自新加坡的生物科技公司,專注於miRNA檢測技術和癌症早篩的創新與應用。覓瑞核心產品GASTROClear為全球首款及唯一獲批的胃癌分子早篩產品,完成了超15000人的前瞻性臨床驗證,在新加坡,中國,歐盟獲批,並獲得美國FDA突破性醫療醫械稱號。覓瑞臨床管線包含肺癌,結直腸癌,肝癌,乳癌等高發癌症。通過新加坡和中國雙引擎,覓瑞臨床業務覆蓋東南亞和東亞主要市場。覓瑞以「讓癌症早診觸手可及」為使命,與全球眾多頂尖醫療機構和科研單位合作,將多組學診斷技術轉化為普惠的臨床工具,助力癌症等重大疾病的早發現、早干預,改善人類健康結局。

關於希格生科 

希格生科是全球「類器官+AI」藥物研發模式的先行者,是深圳市專精特新企業,並獲得國家高新技術企業認定。公司最初誕生於哈佛大學校園,於2020年底正式落地深圳,至今已完成近2.2億元的融資及項目資助。目前公司具有四條藥物管線,首條管線開發全球首款瀰漫性胃癌靶向藥SIGX1094,先後獲得了美國FDA和中國NMPA的IND批件,並獲得美國FDA孤兒藥資格認定及快速通道認定,已邁入一期臨床試驗階段。

關於晶泰科技

晶泰科技(「XtalPi Holdings Limited」,股份簡稱:晶泰控股,XTALPI,股票代碼:2228.HK)由三位麻省理工學院的物理學家於 2015 年創立,是一個基於量子物理、以人工智能賦能和機器人驅動的創新型研發平台。公司採用基於量子物理的第一性原理計算、人工智能、高性能雲計算以及可擴展及標準化的機器人自動化相結合的方式,為製藥及材料科學(包括農業技術、能源及新型化學品以及化妝品)等產業的全球和國內公司提供藥物及材料科學研發解決方案及服務。

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