Huahai Pharmaceutical's Reciceptimab Injection Approved for Market

财中社··Read original
3▲1 ▼0Impact / 5
Summary · why it matters

Huahai Pharmaceutical's majority-owned subsidiary Huaotai has received marketing approval for Reciceptimab Injection, brand name Huayijing. The drug is indicated for the treatment of generalized pustular psoriasis flares in adults weighing 40 kg or more. It is a Class 1 therapeutic biological product, with a strength of 120 mg per 2 ml vial. The company's total R&D investment in the Reciceptimab Injection project amounts to approximately 259 million yuan. The drug is regarded as the first IL-36R monoclonal antibody drug in China, marking a significant advance for the company in the biologics field and expected to strengthen its innovative drug pipeline and R&D competitiveness.

Impact on assets 1

Others▲ · 1 stocks

Theme Impact 1

Off-coverage companies 1

华奥泰Private▲ Positive
Technologyrelevance

Huaotai, as majority-owned subsidiary, received marketing approval for Reciceptimab Injection, a significant biologics advance.

Related news

Global
3impact 4

CSL Strikes $1.55B Lixudebart Deal With Alentis for Rare Kidney and Liver Diseases

CSL and Alentis Therapeutics have entered an exclusive global partnership to co-develop and co-promote lixudebart for rare kidney, liver, and other diseases. Under the agreement, CSL will arrange an initial payment of $355M to Alentis, which is also eligible for up to $1.2B in commercial milestone payments, bringing the total deal value to $1.55B. The companies will share global profits 55% to CSL and 45% to Alentis once the drug is commercialized. CSL will fund Phase 2 and planned Phase 3 studies of lixudebart in AAV-RPGN while advancing Phase 2 programs in FSGS and PSC. Lixudebart is currently being evaluated in the Phase 2 RENAL trial for AAV-RPGN, a rare autoimmune disease that can cause rapid kidney function loss and irreversible kidney damage.
About megatrends
Biotech & Genomic Medicine › Rare Disease ▲Capital
Biotech & Genomic Medicine › Autoimmune & Immunology Therapeutics Capital
Read original ↗
Seeking Alpha·1dRead more →
ChinaUnited States

Vor Biopharma's Telitacicept Shows Durable Responses in Phase 3 Myasthenia Gravis Analysis

Vor Biopharma reported a post hoc analysis from a China-based Phase 3 trial showing that telitacicept produced deep, durable clinical responses and was generally well tolerated over 48 weeks in adults with generalized myasthenia gravis. The analysis highlighted that most patients who reached minimal symptom expression maintained it and spent much of their remaining follow-up in this state. The new data reinforce the depth and durability of response but do not materially change the key near-term catalyst, the UPSTREAM global Phase 3 topline readout in 2027, or the central risk that global data might not match prior China experience. The results sit beside Vor's completion of enrollment in the global UPSTREAM Phase 3 gMG trial in early September 2026. Vor Biopharma's narrative projects $111.0 million revenue and $19.1 million earnings by 2029, implying an earnings decrease of $608.7 million from $627.8 million today, and forecasts a $39.00 fair value, a 109% upside to its current price.
About megatrends
Biotech & Genomic Medicine › Autoimmune & Immunology Therapeutics Technology
VOR · Technology · Positive Post hoc Phase 3 analysis shows telitacicept produced deep, durable responses over 48 weeks in generalized myasthenia gravis, reinforcing the drug's clinical profile.
Read original ↗
Simply Wall St·1dRead more →
United StatesChinaDenmarkFrance
▲

Sanofi, Novartis and Novo Nordisk Lead Week of Multi-Billion-Dollar Healthcare Deals

A Delaware federal judge on Monday rejected requests from Pfizer, BioNTech and Moderna to dismiss lawsuits filed by Bayer's Monsanto unit over their use of US Patent No. 7,741,118, a patent related to mRNA technology, with Judge William Bryson saying the companies failed to prove the patent was invalid or not infringed by their COVID-19 vaccines. Sanofi agreed to a deal worth up to $8B, including $1B upfront, with Regeneron to jointly develop four long-acting immunology therapies, led by the clinical-stage IL-13 monoclonal antibody REGN20423. China's Abogen Biosciences signed a licensing and option agreement with Novartis worth up to $7.8B, comprising a $575 million upfront payment and up to approximately $7.2 billion in potential milestone payments if all options on all programs are exercised, covering an exclusive worldwide license to Abogen's lead asset ABO2203. Jiangsu Hengrui Pharmaceuticals agreed to license global rights to its experimental obesity drug HRS-1596 to Novo Nordisk in a deal worth up to $2.6B, with $300M upfront and the transaction expected to close in Q4 2026. Meanwhile, the S&P 500 Health Care Sector Index slipped 2.66% for the week, with Incyte down 6.93% and Regeneron down 6.71% among the top decliners, while McKesson rose 4.11% and Cardinal Health gained 3.67%.
About megatrends
Biotech & Genomic Medicine › RNA Therapeutics ▼Capital
Biotech & Genomic Medicine › mRNA Platforms ▼Capital
Biotech & Genomic Medicine › Autoimmune & Immunology Therapeutics ▲Capital
Biotech & Genomic Medicine › Metabolic, Diabetes & Obesity ▲Capital
NOVN.SW · Demand · Positive Novartis signed a licensing and option agreement with Abogen worth up to $7.8B covering ABO2203.
SAN.PA · Demand · Positive Sanofi agreed to an up-to-$8B deal with Regeneron to jointly develop four long-acting immunology therapies.
Abogen Biosciences · Demand · Positive Abogen Biosciences licensed its lead asset ABO2203 to Novartis in a deal worth up to $7.8B.
22UA.XETRA · Regulation · Negative Delaware judge rejected BioNTech's motion to dismiss Monsanto's mRNA patent lawsuits over its COVID-19 vaccine.
600276.CG · Demand · Positive Hengrui licensed global rights to its obesity drug HRS-1596 to Novo Nordisk for up to $2.6B, with $300M upfront.
MRNA · Regulation · Negative Delaware judge rejected Moderna's motion to dismiss Monsanto's mRNA patent infringement lawsuits over its COVID-19 vaccine.
Read original ↗
Seeking Alpha·2dRead more →
United StatesEuropean UnionJapanChina
▲2

Johnson & Johnson Reports Sustained Phase 3 Skin Clearance for ICOTYDE in Plaque Psoriasis

Johnson & Johnson reported new Phase 3 results for its oral peptide ICOTYDE in plaque psoriasis at the 2026 EADV Congress, showing sustained skin clearance and improvement across multiple high-impact psoriasis sites, including in adolescent patients. Long-term data from the ICONIC-TOTAL study showed sustained skin clearance through Week 112 at high-impact sites such as the scalp, genital area, hands, feet and nails. The oral IL-23 inhibitor remains in clinical studies for other major inflammatory diseases beyond plaque psoriasis, including psoriatic arthritis, ulcerative colitis and Crohn's disease. ICOTYDE is already approved in the U.S., Europe, Japan and China, and the key test ahead is how the evidence translates into prescribing and reimbursement decisions in those markets. Johnson & Johnson is a global healthcare group that develops prescription drugs, medical devices and consumer health products.
About megatrends
Biotech & Genomic Medicine › Autoimmune & Immunology Therapeutics ▲Demand
JNJ · Technology · Positive Phase 3 ICOTYDE data show sustained skin clearance through Week 112, supporting the oral IL-23 inhibitor's clinical profile.
Read original ↗
Simply Wall St·2dRead more →
United KingdomUnited States
▲4

Merck Reports Positive Phase 2b Tulisokibart Results in Hidradenitis Suppurativa

Merck reported positive Phase 2b results for tulisokibart in moderate to severe hidradenitis suppurativa on 1 October 2026. The investigational anti TL1A monoclonal antibody met its Phase 2b efficacy goals in patients with this chronic inflammatory skin condition, and Merck stated that the data support advancing the program into Phase 3 trials in hidradenitis suppurativa. The company said the readout backs the idea that tulisokibart can anchor a new immunology franchise rather than patch a niche condition, helping Merck argue it is building multiple disease-area pillars next to oncology, in contrast to peers like AbbVie and Johnson & Johnson that already lean heavily on immunology blocks. The bear case is that one successful readout does not erase execution risk across the rest of the late stage portfolio, especially with analysts already flagging profit margin pressure and safety questions on assets such as remigromig. Merck is a global healthcare group headquartered in GB that develops medicines across multiple disease areas.
About megatrends
Biotech & Genomic Medicine › Autoimmune & Immunology Therapeutics ▲Technology
MRK · Technology · Positive Positive Phase 2b results for tulisokibart in hidradenitis suppurativa support advancing to Phase 3.
Read original ↗
Simply Wall St·3dRead more →
United States
▲

Biogen litifilimab shows durable lupus skin clearance at 52 weeks

Biogen's litifilimab produced clear or almost clear skin and reduced disease activity in cutaneous lupus erythematosus patients after one year of treatment, according to long-term phase 2 data. In the phase 2 portion of the AMETHYST Phase 2/3 study, 27.2% of patients on litifilimab met the clinical endpoint of clear or almost clear skin at week 52, as measured by a Cutaneous Lupus Activity Investigators' Global Assessment Revised erythema score of 0 or 1, up from 19% at week 24. The Cutaneous Lupus Erythematosus Disease Area and Severity Index Activity-70, a measure of disease activity reduction, also improved with longer treatment, reaching 28.8% at week 52 compared with 21.7% at week 24. Biogen noted that patients who began the study on placebo and switched to litifilimab mid-study saw improvements as early as four weeks after starting active treatment, and by week 52, 33.7% of the crossover participants had clear or almost clear skin.
About megatrends
Biotech & Genomic Medicine › Autoimmune & Immunology Therapeutics ▲Technology
BIIB · Technology · Positive Litifilimab phase 2 data showed durable skin clearance and reduced disease activity in cutaneous lupus at 52 weeks.
Read original ↗
Seeking Alpha·3dRead more →