🇭🇰 港交所FOSUN PHARMACodex · 实盘不做把握 4/10不做原因:证据不足
北京时间·🕒 发布 08-27 19:05:00时区推断·⟳ 抓取 08-27 19:06:53·⚡ 决策 08-28 00:50:13 +5h43m·60.7 天前
复星医药许可引进的BCMA×CD3双抗维可妥获国家药监局附条件批准上市
事件本身是明确利好,但对复星医药和智翔金泰的可归属收入、利润和估值弹性无法量化,且同靶点国内竞争已存在;在缺少stock_tools实时行情、内部案例库和事件研究结果的情况下,不给可执行ENTER。
📄 原文FOSUN PHARMA↗ 原文
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 复星医药(600196.SH)
复星医药获商业化权益方向利多,但公司市值约611亿元,三线后多发性骨髓瘤细分市场和许可经济分账未披露,短线收入/利润弹性不足以量化,不追公告利好。
不做 复星医药(02196.HK)
港股同一主体盘前可关注承接,但缺少相对市值的可量化增量和真实港股报价校验,当前不给隔夜开盘单。
不做 智翔金泰(688443.SH)
智翔金泰管线验证更直接,但药品商业化权益已许可给复星药友,公告未披露智翔金泰可获得的里程碑、分成或销售权益,且缺少实时行情和历史事件研究支撑,暂不下单。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
维可妥获NMPA附条件批准把GR1803从NDA推进到商业化准入,利好复星医药产品线和智翔金泰管线验证;但适应症为三线后复发/难治性多发性骨髓瘤,患者池较窄,国内已有辉瑞、强生同靶点竞品且GSK抗BCMA疗法也已获批,公告未披露分成、定价和销售目标。按现有公开信息更适合登记为正面进展而非短线下单。
消息传播链
- 复星医药披露海外监管公告,确认GR1803注射液获NMPA附条件批准上市。市场反应:公告在港股和A股收盘后披露,下一本地交易日尚未开盘。
- 智通财经转发复星医药公告内容,事件开始在港股财经媒体扩散。
关键理由
- GR1803获批上市使复星药友许可引进产品进入商业化阶段,并后续推进MAH变更,事件方向为利多。
- 智翔金泰作为生产企业和原研方获得首个BCMA×CD3双抗商业化验证,对其研发平台和后续适应症有正面信号。
- 量级上,公告仅披露2025年全球BCMA×CD3抗体销售约11.39亿美元,未披露中国销售目标、药价、渗透率和分成,无法推算对复星约611亿元市值或智翔金泰收入的可靠增量。
主要风险
- 国内同靶点已有辉瑞埃纳妥单抗、强生特立妥单抗,且多发性骨髓瘤抗BCMA赛道还有ADC和CAR-T竞争,上市后放量存在不确定性。
- 许可药品的商业化权益、里程碑和利润分配条款缺失,利好可能被市场按管线进展而非业绩增量定价。
反向证据
先例如何影响了这次决策
对本次决策的影响:先例使本次从可交易LONG降为RESEARCHED_AVOID,等待商业化条款、销售预期或开盘承接验证。
方向:同药品NDA受理和同病种抗BCMA获批均支持方向为正,但不足以证明短线胜率。
涨幅量级:缺少高相似且已完成真实日线锚定的同市场获批先例,不能据此给tp/sl或追价上限。
形态:当前证据更像管线进展兑现,存在前期NDA受理和许可协议已预期化后的见光弱反应风险。
历史先例(按相似度)
- 相似度 6/10 688443 2026-01-09 智翔金泰公告GR1803附条件上市申请获受理,提示国内已有两款进口BCMA×CD3产品获批。 原文 ↗
应测智翔金泰公告后1/3/5日反应,但本轮未能调用event_study确认真实超额收益。
⚠非首发(转载/聚合)·来源层级不符(声明issuer/实为aggregator) — 该行涨幅别用来定止盈止损
相似度依据:同一药品、同一A股原研方,但当时是NDA受理而非获批上市,事件相位弱于当前。
经验:NDA受理已提前建立市场预期,正式获批的边际惊喜需要依赖商业化条款和放量预期。 - 相似度 5/10 GSK 2026-04-20 GSK宣布倍乐锐在中国获批用于二线及以上多发性骨髓瘤成人患者。 原文 ↗
可作为同病种商业化竞争背景,不作为本次交易幅度锚。
相似度依据:同为中国多发性骨髓瘤抗BCMA疗法获批,但为跨市场大型药企且机制为ADC,交易锚不适合直接外推A股涨幅。
经验:抗BCMA产品获批证明临床准入价值,但大型药企层面通常需要销售规模和差异化优势才会形成显著股价弹性。
原文全文
展开原文 · 8,679 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for
the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any
liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this
announcement.
上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司
Shanghai Fosun Pharmaceutical (Group) Co., Ltd.*
(a joint stock company incorporated in the People ’s Republic of China with limited liability)
(Stock Code: 02196)
OVERSEAS REGULATORY ANNOUNCEMENT
This announcement is made pursuant to Rule 13.10B of the Rules Governing the Listing of Securities on
The Stock Exchange of Hong Kong Limited.
The following sets out the “Announcement in Relation to the Approval for Drug Registration of
Licensed-in Pharmaceutical Product ” published by Shanghai Fosun Pharmaceutical (Group) Co.,
Ltd.* (the “Company”) on the website of the Shanghai Stock Exchange, for your reference only. The
following is a translation of the abovementioned announcement solely for the purpose of providing
information. Should there be any discrepancies, the Chinese version will prevail.
By order of the Board
Shanghai Fosun Pharmaceutical (Group) Co., Ltd.*
Chen Yuqing
Chairman
Shanghai, the PRC
27 August 2026
As at the date of this announcement, the executive directors of the Company are Mr. Chen Yuqing, Ms. Guan Xiaohui, Mr.
Wen Deyong, Mr. Wang Kexin and Mr. Liu Yi; the non-executive directors of the Company are Mr. Chen Qiyu and Mr. Pan
Donghui; the independent non-executive directors of the Company are Mr. Yu Tze Shan Hailson, Mr. Wang Quandi, Mr.
Chen Penghui and Mr. Yang Yucheng; and the employee director of the Company is Ms. Yan Jia.
*
for identification purposes only
Stock code: 600196
Stock abbreviation: Fosun Pharma
No: Lin 2026-113
Shanghai Fosun Pharmaceutical (Group) Co., Ltd.*
Announcement in Relation to the Approval for Drug
Registration of Licensed-in Pharmaceutical Product
The board of directors of the Company and all directors warrant that this
announcement does not contain any false information, misleading statement, or
material omission, and accept legal liability for the truthfulness, accuracy and
completeness of the contents herein contained.
I. Overview
On 28 May 2026, Yao Pharmaceutical Company Limited.* (重慶藥友製藥有限責任
公司) (the “Yao Pharma”), a subsidiary of Shanghai Fosun Pharmaceutical (Group) Co.,
Ltd.* (上海復星醫藥(集團)股份有限公司) (the “Company”), entered into a license
agreement with Chongqing Genrix Biopharmaceutical Co.,ltd. * (重慶智翔金泰生物製
藥股份有限公司) (the “Genrix Bio”), pursuant to which Yao Pharma was granted the
sole and exclusive rights to the clinical development and commercialization of the
licensed product (namely a bispecific antibody product that uses GR1803 as the sole
active ingredient and/or as agreed, simultaneously targeting BCMA and CD3) within the
licensed territory (i.e., the Chinese mainland 1, Hong Kong, Macau and Taiwan regions)
and the licensed field (i.e., for the diagnosis, prevention and treatment of human diseases),
as well as the exclusive rights to the research and production of manufacturing processes,
and Yao Pharma will act as the marketing authorization holder (MAH) of the product in
the licensed territory. For details, please refer to the relevant announcements published by
the Company on 29 May 2026 in the China Securities Journal, Shanghai Securities News,
Securities
Times
and
on
the
website
of
the
(http://www.sse.com.cn).
1
Excluding Hong Kong, Macau and Taiwan regions (the same applies below).
1
Shanghai
Stock
Exchange
Recently, the marketing registration application for GR1803 Injection (Generic name:
Velinotamig Injection, trade name in the Chinese mainland: 维可妥®; the “Drug”) has
been approved with conditions by the National Medical Products Administration, for the
indication of adult patients with relapsed or refractory multiple myeloma who have
received at least three prior lines of therapy (including a proteasome inhibitor, an
immunomodulatory agent and an anti-CD38 monoclonal antibody) .
II. Registration Information of the Drug
Generic Name: Velinotamig Injection
Dosage Form: Injection
Strength: 20 mg (2 ml)/vial
Registered Category: Therapeutic Biological Product Category 1
Manufacturer: Chongqing Genrix Biopharmaceutical Co.,ltd. * (重慶智翔金泰生物
製藥股份有限公司)
Drug Approval Number: Guo Yao Zhun Zi S20260066
III. Research and Development of the Drug and Marketing Situation of Similar
Drugs
GR1803 is a bispecific antibody that can simultaneously bind to BCMA and CD3
antigens, thereby redirecting cytotoxic T cells to cells expressing BCMA. Apart from the
approved indication for registration, as at the date of this announcement (i.e., 27 August
2026, the same hereinafter), multiple clinical studies of the Drug for the treatment of adult
relapsed or refractory multiple myeloma and systemic lupus erythematosus are orderly
advancing in Chinese mainland.
According to the latest data 2 of IQVIA MIDAS™, the global sales of BCMA×CD3
targeted antibody products in 2025 was approximately USD1,139 million. As at the date
of this announcement, two BCMA×CD3 targeted antibody products have been
conditionally approved for marketing in the PRC, namely Elranatamab Injection of Pfizer
Inc. (approved for marketing in March 2025) and Teclistamab Injection of Janssen-Cilag
International NV (approved for marketing in June 2024).
Provided by IQVIA, a provider of professional medical and health information and strategic consultation service in
the world.
2
2
IV. Impact on the Listed Company and Risk Warning
The approval for marketing of the Drug will provide a new treatment option for adult
patients with relapsed or refractory multiple myeloma in the Chinese mainland and will
further enrich the product line of the Group (i.e., the Company and its subsidiaries/units).
Subsequently, Yao Pharma and Genrix Bio will advance the procedures for the change of
the marketing authorization holder (MAH) of the Drug in accordance with the agreement.
Due to the industry characteristics of pharmaceutical products, the specific sales
performance after the market launch of pharmaceutical products may be affected by
factors including, but not limited to, the demand for medication, market competition and
sales channels, etc., and is subject to considerable uncertainty. Investors should take note
of the investment risks.
Announcement is hereby made.
Board of Directors of Shanghai Fosun Pharmaceutical (Group) Co., Ltd.*
27 August 2026
* For identification purposes only
3
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不
發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損
失承擔任何責任。
上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司
Shanghai Fosun Pharmaceutical (Group) Co., Ltd. *
(於中華人民共和國註冊成立的股份有限公司)
(股份代號:02196)
海外監管公告
本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。
茲 載 列 上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司(「 本 公 司 」)在 上 海 證 券 交 易 所 網 站 刊 登 的《 關 於
許 可 藥 品 獲 註 冊 批 准 的 提 示 性 公 告 》, 僅 供 參 閱 。
承董事會命
上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司
董事長
陳玉卿
中國,上海
2026 年8 月27 日
於本公告日期,本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生、王可心先生及劉毅先生;本公
司之非執行董事為陳啟宇先生及潘東輝先生;本公司之獨立非執行董事為余梓山先生、王全弟先生、Chen
Penghui先生及楊玉成先生;以及本公司職工董事為嚴佳女士。
*
僅供識別
证券代码:600196
股票简称:复星医药
编号:临 2026-113
上海复星医药(集团)股份有限公司
关于许可药品获注册批准的提示性公告
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、准确性和完整性承担法律责任。
一、概况
2026 年 5 月 28 日,上海复星医药(集团)股份有限公司(以下简称“本公司”)
控股子公司重庆药友制药有限责任公司(以下简称“药友制药”)与重庆智翔金泰
生物制药股份有限公司(以下简称“智翔金泰”)签订许可协议,(其中包括)药友
制药获授予许可产品(即以 GR1803 为唯一活性成分及/或约定的同时靶向 BCMA 和
CD3 的双特异性抗体药品)于中国境内1及港澳台地区的临床开发、商业化的独占权
利以及生产工艺研究、生产的排他权利,并将由药友制药作为该(等)产品于许可
区域的上市许可持有人(MAH)。以上详情请见本公司于 2026 年 5 月 29 日在《中
国证券报》
《上海证券报》
《证券时报》和上海证券交易所网站(http://www.sse.com.cn)
刊发的相关公告。
近日,GR1803 注射液(通用名:纬利妥米单抗注射液、中国境内商品名:维可
妥®,以下简称“该药品”)获国家药品监督管理局附条件批准,获批适应症为用于
既往至少接受过三线治疗(包括一种蛋白酶体抑制剂、一种免疫调节剂和一种抗 CD38
单克隆抗体)的复发或难治性多发性骨髓瘤成人患者。
二、该药品的注册信息
药品通用名称:纬利妥米单抗注射液
剂型:注射剂
规格:20mg(2ml)/瓶
注册分类:治疗用生物制品 1 类
1
不包括港澳台地区,下同。
1
生产企业:重庆智翔金泰生物制药股份有限公司
药品批准文号:国药准字 S20260066
三、该药品的研发和同类药品的市场情况
GR1803 是一种双特异性抗体,可同时结合 BCMA 和 CD3 抗原,从而将细胞毒性 T
细胞重定向至表达 BCMA 的细胞。除本次获批适应症外,截至本公告日期(即 2026
年 8 月 27 日,下同),该药品用于治疗成人复发或难治性多发性骨髓瘤、系统性红
斑狼疮等多项临床研究正于中国境内有序开展。
TM
2
根据 IQVIA MIDAS 最新数据 ,2025 年,BCMA×CD3 靶点抗体药品于全球范围的
销售额约为 11.39 亿美元。截至本公告日期,已有 2 款 BCMA×CD3 靶点抗体药品于
中国境内获附条件上市批准,分别是 Pfizer Inc.的埃纳妥单抗注射液(2025 年 3
月获批上市)、Janssen-Cilag International NV 的特立妥单抗注射液(2024 年 6
月获批上市)。
四、对上市公司的影响及风险提示
该药品本次获批上市,可为中国境内复发或难治性多发性骨髓瘤成人患者提供
新的治疗选择,并将进一步丰富本集团(即本公司及控股子公司/单位)产品线。后
续,药友制药与智翔金泰将依约推进该药品上市许可持有人(MAH)的变更工作。
由于医药产品的行业特点,药品上市后的具体销售情况可能受到(包括但不限
于)用药需求、市场竞争、销售渠道等因素影响,具有较大的不确定性。敬请广大投
资者注意投资风险。
特此公告。
上海复星医药(集团)股份有限公司
董事会
二零二六年八月二十七日
2
由 IQVIA 提供,IQVIA 是全球医药健康产业专业信息和战略咨询服务提供商。
2
the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any
liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this
announcement.
上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司
Shanghai Fosun Pharmaceutical (Group) Co., Ltd.*
(a joint stock company incorporated in the People ’s Republic of China with limited liability)
(Stock Code: 02196)
OVERSEAS REGULATORY ANNOUNCEMENT
This announcement is made pursuant to Rule 13.10B of the Rules Governing the Listing of Securities on
The Stock Exchange of Hong Kong Limited.
The following sets out the “Announcement in Relation to the Approval for Drug Registration of
Licensed-in Pharmaceutical Product ” published by Shanghai Fosun Pharmaceutical (Group) Co.,
Ltd.* (the “Company”) on the website of the Shanghai Stock Exchange, for your reference only. The
following is a translation of the abovementioned announcement solely for the purpose of providing
information. Should there be any discrepancies, the Chinese version will prevail.
By order of the Board
Shanghai Fosun Pharmaceutical (Group) Co., Ltd.*
Chen Yuqing
Chairman
Shanghai, the PRC
27 August 2026
As at the date of this announcement, the executive directors of the Company are Mr. Chen Yuqing, Ms. Guan Xiaohui, Mr.
Wen Deyong, Mr. Wang Kexin and Mr. Liu Yi; the non-executive directors of the Company are Mr. Chen Qiyu and Mr. Pan
Donghui; the independent non-executive directors of the Company are Mr. Yu Tze Shan Hailson, Mr. Wang Quandi, Mr.
Chen Penghui and Mr. Yang Yucheng; and the employee director of the Company is Ms. Yan Jia.
*
for identification purposes only
Stock code: 600196
Stock abbreviation: Fosun Pharma
No: Lin 2026-113
Shanghai Fosun Pharmaceutical (Group) Co., Ltd.*
Announcement in Relation to the Approval for Drug
Registration of Licensed-in Pharmaceutical Product
The board of directors of the Company and all directors warrant that this
announcement does not contain any false information, misleading statement, or
material omission, and accept legal liability for the truthfulness, accuracy and
completeness of the contents herein contained.
I. Overview
On 28 May 2026, Yao Pharmaceutical Company Limited.* (重慶藥友製藥有限責任
公司) (the “Yao Pharma”), a subsidiary of Shanghai Fosun Pharmaceutical (Group) Co.,
Ltd.* (上海復星醫藥(集團)股份有限公司) (the “Company”), entered into a license
agreement with Chongqing Genrix Biopharmaceutical Co.,ltd. * (重慶智翔金泰生物製
藥股份有限公司) (the “Genrix Bio”), pursuant to which Yao Pharma was granted the
sole and exclusive rights to the clinical development and commercialization of the
licensed product (namely a bispecific antibody product that uses GR1803 as the sole
active ingredient and/or as agreed, simultaneously targeting BCMA and CD3) within the
licensed territory (i.e., the Chinese mainland 1, Hong Kong, Macau and Taiwan regions)
and the licensed field (i.e., for the diagnosis, prevention and treatment of human diseases),
as well as the exclusive rights to the research and production of manufacturing processes,
and Yao Pharma will act as the marketing authorization holder (MAH) of the product in
the licensed territory. For details, please refer to the relevant announcements published by
the Company on 29 May 2026 in the China Securities Journal, Shanghai Securities News,
Securities
Times
and
on
the
website
of
the
(http://www.sse.com.cn).
1
Excluding Hong Kong, Macau and Taiwan regions (the same applies below).
1
Shanghai
Stock
Exchange
Recently, the marketing registration application for GR1803 Injection (Generic name:
Velinotamig Injection, trade name in the Chinese mainland: 维可妥®; the “Drug”) has
been approved with conditions by the National Medical Products Administration, for the
indication of adult patients with relapsed or refractory multiple myeloma who have
received at least three prior lines of therapy (including a proteasome inhibitor, an
immunomodulatory agent and an anti-CD38 monoclonal antibody) .
II. Registration Information of the Drug
Generic Name: Velinotamig Injection
Dosage Form: Injection
Strength: 20 mg (2 ml)/vial
Registered Category: Therapeutic Biological Product Category 1
Manufacturer: Chongqing Genrix Biopharmaceutical Co.,ltd. * (重慶智翔金泰生物
製藥股份有限公司)
Drug Approval Number: Guo Yao Zhun Zi S20260066
III. Research and Development of the Drug and Marketing Situation of Similar
Drugs
GR1803 is a bispecific antibody that can simultaneously bind to BCMA and CD3
antigens, thereby redirecting cytotoxic T cells to cells expressing BCMA. Apart from the
approved indication for registration, as at the date of this announcement (i.e., 27 August
2026, the same hereinafter), multiple clinical studies of the Drug for the treatment of adult
relapsed or refractory multiple myeloma and systemic lupus erythematosus are orderly
advancing in Chinese mainland.
According to the latest data 2 of IQVIA MIDAS™, the global sales of BCMA×CD3
targeted antibody products in 2025 was approximately USD1,139 million. As at the date
of this announcement, two BCMA×CD3 targeted antibody products have been
conditionally approved for marketing in the PRC, namely Elranatamab Injection of Pfizer
Inc. (approved for marketing in March 2025) and Teclistamab Injection of Janssen-Cilag
International NV (approved for marketing in June 2024).
Provided by IQVIA, a provider of professional medical and health information and strategic consultation service in
the world.
2
2
IV. Impact on the Listed Company and Risk Warning
The approval for marketing of the Drug will provide a new treatment option for adult
patients with relapsed or refractory multiple myeloma in the Chinese mainland and will
further enrich the product line of the Group (i.e., the Company and its subsidiaries/units).
Subsequently, Yao Pharma and Genrix Bio will advance the procedures for the change of
the marketing authorization holder (MAH) of the Drug in accordance with the agreement.
Due to the industry characteristics of pharmaceutical products, the specific sales
performance after the market launch of pharmaceutical products may be affected by
factors including, but not limited to, the demand for medication, market competition and
sales channels, etc., and is subject to considerable uncertainty. Investors should take note
of the investment risks.
Announcement is hereby made.
Board of Directors of Shanghai Fosun Pharmaceutical (Group) Co., Ltd.*
27 August 2026
* For identification purposes only
3
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不
發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損
失承擔任何責任。
上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司
Shanghai Fosun Pharmaceutical (Group) Co., Ltd. *
(於中華人民共和國註冊成立的股份有限公司)
(股份代號:02196)
海外監管公告
本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。
茲 載 列 上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司(「 本 公 司 」)在 上 海 證 券 交 易 所 網 站 刊 登 的《 關 於
許 可 藥 品 獲 註 冊 批 准 的 提 示 性 公 告 》, 僅 供 參 閱 。
承董事會命
上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司
董事長
陳玉卿
中國,上海
2026 年8 月27 日
於本公告日期,本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生、王可心先生及劉毅先生;本公
司之非執行董事為陳啟宇先生及潘東輝先生;本公司之獨立非執行董事為余梓山先生、王全弟先生、Chen
Penghui先生及楊玉成先生;以及本公司職工董事為嚴佳女士。
*
僅供識別
证券代码:600196
股票简称:复星医药
编号:临 2026-113
上海复星医药(集团)股份有限公司
关于许可药品获注册批准的提示性公告
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、准确性和完整性承担法律责任。
一、概况
2026 年 5 月 28 日,上海复星医药(集团)股份有限公司(以下简称“本公司”)
控股子公司重庆药友制药有限责任公司(以下简称“药友制药”)与重庆智翔金泰
生物制药股份有限公司(以下简称“智翔金泰”)签订许可协议,(其中包括)药友
制药获授予许可产品(即以 GR1803 为唯一活性成分及/或约定的同时靶向 BCMA 和
CD3 的双特异性抗体药品)于中国境内1及港澳台地区的临床开发、商业化的独占权
利以及生产工艺研究、生产的排他权利,并将由药友制药作为该(等)产品于许可
区域的上市许可持有人(MAH)。以上详情请见本公司于 2026 年 5 月 29 日在《中
国证券报》
《上海证券报》
《证券时报》和上海证券交易所网站(http://www.sse.com.cn)
刊发的相关公告。
近日,GR1803 注射液(通用名:纬利妥米单抗注射液、中国境内商品名:维可
妥®,以下简称“该药品”)获国家药品监督管理局附条件批准,获批适应症为用于
既往至少接受过三线治疗(包括一种蛋白酶体抑制剂、一种免疫调节剂和一种抗 CD38
单克隆抗体)的复发或难治性多发性骨髓瘤成人患者。
二、该药品的注册信息
药品通用名称:纬利妥米单抗注射液
剂型:注射剂
规格:20mg(2ml)/瓶
注册分类:治疗用生物制品 1 类
1
不包括港澳台地区,下同。
1
生产企业:重庆智翔金泰生物制药股份有限公司
药品批准文号:国药准字 S20260066
三、该药品的研发和同类药品的市场情况
GR1803 是一种双特异性抗体,可同时结合 BCMA 和 CD3 抗原,从而将细胞毒性 T
细胞重定向至表达 BCMA 的细胞。除本次获批适应症外,截至本公告日期(即 2026
年 8 月 27 日,下同),该药品用于治疗成人复发或难治性多发性骨髓瘤、系统性红
斑狼疮等多项临床研究正于中国境内有序开展。
TM
2
根据 IQVIA MIDAS 最新数据 ,2025 年,BCMA×CD3 靶点抗体药品于全球范围的
销售额约为 11.39 亿美元。截至本公告日期,已有 2 款 BCMA×CD3 靶点抗体药品于
中国境内获附条件上市批准,分别是 Pfizer Inc.的埃纳妥单抗注射液(2025 年 3
月获批上市)、Janssen-Cilag International NV 的特立妥单抗注射液(2024 年 6
月获批上市)。
四、对上市公司的影响及风险提示
该药品本次获批上市,可为中国境内复发或难治性多发性骨髓瘤成人患者提供
新的治疗选择,并将进一步丰富本集团(即本公司及控股子公司/单位)产品线。后
续,药友制药与智翔金泰将依约推进该药品上市许可持有人(MAH)的变更工作。
由于医药产品的行业特点,药品上市后的具体销售情况可能受到(包括但不限
于)用药需求、市场竞争、销售渠道等因素影响,具有较大的不确定性。敬请广大投
资者注意投资风险。
特此公告。
上海复星医药(集团)股份有限公司
董事会
二零二六年八月二十七日
2
由 IQVIA 提供,IQVIA 是全球医药健康产业专业信息和战略咨询服务提供商。
2
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