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Amino Observation - Original Production by the Innovative Drug Team
Author | Huang Kai
National Talks Have Arrived.
On October 29, according to Cailian Press, the on-site negotiations for the 2025 National Medical Insurance Directory and the price consultations for the commercial insurance innovative drug directory will be held in Beijing this week. Many domestic and international pharmaceutical companies have already sent teams to arrive in Beijing.
GSK Continues to Buy.
On October 28, GSK announced that it had reached a global exclusive licensing agreement with the U.S.-based biotechnology company Empirico. Under the agreement, GSK will pay an upfront fee of $85 million to obtain the global exclusive rights for the development and commercialization of EMP-012, Empirico's siRNA pipeline for the treatment of chronic obstructive pulmonary disease (COPD).
In the past day, what hot topics in the pharmaceutical markets at home and abroad are worth paying attention to? Let Amino take you to explore.
/ 01 /
Market Express
1) The 2025 China National Healthcare Negotiations will be held in Beijing this week.
On October 29, according to Cailian Press, the on-site negotiations for the 2025 National Medical Insurance Directory and the price consultation for the commercial insurance innovative drug directory will be held in Beijing this week. Many domestic and foreign pharmaceutical companies have sent teams to arrive in Beijing.
2) Buchang Pharmaceuticals Signs "Distribution, Marketing Services and Agency Agreement" with Helios and Morning International
On October 29, Buchang Pharmaceuticals announced that its controlling subsidiary Luzhou Buchang signed a "Distribution, Marketing Services and Agency Agreement" with Helios and Good Morning International. Luzhou Buchang plans to authorize Helios to exclusively market and distribute Efparepoetin alfa for injection within the target region. Efparepoetin alfa for injection (Epoetin Alfa Injection), is indicated for the treatment of anemia caused by chronic kidney disease (CKD) in adult dialysis patients receiving erythropoietin therapy. This biological product is classified as a Category I new drug and its marketing application has been submitted.
/ 02 /
Capital Information
1) United Imaging's Net Profit in the First Three Quarters Increased by 67% Year-on-Year
On October 29, United Imaging released its Q3 2025 earnings report. In the third quarter, the company's revenue reached 2.843 billion yuan, representing a year-on-year increase of 75.41%; net profit was 122 million yuan, reversing a loss to achieve profitability. For the first three quarters, revenue amounted to 8.859 billion yuan, a year-on-year growth of 27.39%; net profit attributable to shareholders of the listed company was 1.120 billion yuan, marking a year-on-year increase of 66.91%. The growth in performance was primarily driven by the accelerated implementation of industry policies in the Chinese market and steady growth in the company’s overseas business.
/ 03 /
Pharmaceutical News
1) Mirikizumab Demonstrates Clinically Meaningful Improvement in Chinese Patient Subgroup of Phase 3 Inflammatory Bowel Disease Studies
On October 28, Eli Lilly China announced that in the Chinese subgroups of the Phase 3 clinical trials LUCENT-1/2 and VIVID-1, the incidence of adverse events during the treatment period was similar across all treatment groups. Compared with the placebo group, patients in the mirikizumab group experienced fewer serious adverse events and adverse events leading to discontinuation.
/ 04 /
Global Pharma News
1) Merck's First-in-Class HIF-2α Inhibitor Phase III Study Results for Renal Cell Carcinoma Released
On October 28, Merck announced that the Phase III LITESPARK-011 trial evaluating the dual oral therapy Welireg (belzutifan) in combination with lenvatinib for the treatment of patients with advanced renal cell carcinoma who experienced disease progression after prior anti-PD-1/L1 therapy met one of its primary endpoints of progression-free survival (PFS).
2) GSK Introduces COPD siRNA Pipeline
On October 28, GSK announced that it had entered into a global exclusive license agreement with the U.S.-based biotechnology company Empirico. Under the agreement, GSK will pay an upfront fee of $85 million to obtain the global exclusive rights for the development and commercialization of EMP-012, Empirico’s siRNA pipeline for the treatment of chronic obstructive pulmonary disease (COPD).
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