21st Century Business Herald reporter Zhu Yiyi Hangzhou reported
Although the "Biological Safety Act" boots have not yet landed, Yaoming Kangde (603259.SH) or being accelerated by the "dark moment".
From some recent actions, the external environment faced by Yaoming Kant may have a positive signal of "reverse".
Recently, Yao Ming Shengsheng, a wholly -owned subsidiary of Yaoming Kangde, announced that the US FDA has approved its Philadelphia base to conduct an analysis and testing test of the T cell immunotherapy AMTAGVI.And production.AMTAGVIs biological product license application (BLA) has been approved by FDA on February 16.
It is worth mentioning that the approved AMTAGVI is the worlds first and the only one to be approved by the US FDA for the treatment of the entity One -time, individualized T cell therapy products of cancer.As an innovative tumor infiltrate lymphocyte (TIL) therapy, AMTAGVI approved this time is used for adult patients with melanoma after PD-1 blocking antibody treatment (non-removed or metastatic) melanoma.
According to the official WeChat official WeChat of "Yaoming Shengji", IOVANCE (NASDAQ: IOVA), a company affiliated to AMTAGVI, is located in St. Carlos, California, USA. It has a customized production base approved by the FDA -IOVANCE Cell Therapy Center (ICTC), which is adjacent to the Navy Yard base in Philadelphia in Philadelphia.
In this regard, Hu Zhengguo, the CEO of Yaoming Shengji and vice chairmanClinical production to the full process support for drug research and development approved by FDA ".
It is necessary to point out that the FDA approves Yaoming Kangdes subsidiary to be responsible for testing and producing cutting -edge T cell therapy. The time node can be described as delicate.
Not long ago, Yao Ming Kangde fell into the American "Biological Safety" storm, and even a number of American members intended to include it on the sanctions list.To this end, Yaoming Kant issued a clarification announcement three times.
Yaoming Kande reiterated on the evening of February 18 that the company "does not have the past, present and the future, which will not constitute national security risks to the United States.The company will also draw the same conclusion for the company. "
At this critical moment, Yaoming Kant has obtained the support of the US Capital Group, which also shows that capital affirm its strength as a global CRO leader.
According to the documents disclosed by the Hong Kong Stock Exchange on February 19, on February 15, the average price of HK $ 38.433 (The Capital Group Companies (Inc.)/Share, increase the holding of 975,500 H shares of Yao Ming Kangde (02359.HK), with a total amount of about 37.4914 million Hong Kong dollars.After the increase, the latest shares of the agency were about 350.951 million shares.And Yaoming Kangde, who had fallen endlessly, continued to rise on February 20th, 21st, and 22nd on A shares.
It should be pointed out that this is the third time that this year, the third increase in U.S. Capital Group has increased its holdings of Yaoming Kant.
The first two holdings of US Capital Group increased their holdings on February 2 and January 10 this year, respectively, the agency increased its holdings of 2.4033 million shares and 395,200 shares;The price is HK $ 42.50/share, 73.49 Hong Kong dollars/share.
According to the official website of the US Capital Group, the company was founded in Los Angeles, USA in 1931. It is currently one of the largest and oldest asset management institutions in the world.There are offices with the Americas, with more than 9,000 employees (as of December 31, 2022).As of December 31, 2023, the assets managed by the company exceeded $ 2.5 trillion.
A research report from the Financial Team of the Guoxin Securities Economic Research Institute in June 2022 states that "the founder of the US Capital Group has a history of 91 years.It has given the companys core values: focusing on long -term ", and in terms of investment layout, it" invests in developed countries such as the Americas and Europe, but also invests in emerging markets such as the Asia -Pacific region. "
In addition to the release of the FDA, American capital has increased its holdings, and the globalization of Yaoming Kangde is still advancing at the business level.
In October 2023, Yaoming Bio (02269.HK) officially opened in the Boston Research Service Center in the United States. This is the companys first in the United States in the United StatesThe research service center is also its third research service center in the world, trying to develop more business opportunities.
However, Yaoming Kant also needs to pay attention to the potential change trend of the CXO industry.
Recently, many multinational pharmaceutical companies holding heavy money have announced their own production capacity, or for the consideration of expanding large single product production capacity, or for the consideration of avoiding risks to avoid risks.Essence
For example, on February 6, Astraikon announced that it will invest 300 million US dollars in a production base in Maryland, mainly for cell therapy, and may expand to other fields later.
At the explanation meeting, Astraikans management mentioned that the recent trend shows that "the supply chain with self -sufficiency has become increasingly important.Insufficient investment and not to keep up with the ambition of growth. "
Almost at the same time, on February 5th, Novo Nords controlling shareholder announced that it will acquire Global CDMO giants Catalent (Connethot) for $ 16.5 billion to further enhance production capacity.
