次元财经A

　　The U.S. Food and Drug Administration (FDA) on Monday (August 24) approved the Elecsys Phospho-Tau (217P) plasma test (pTau217) developed in collaboration between Roche and Eli Lilly. The test is intended for people aged 55 and older who have signs, symptoms, or complaints of cognitive decline. It is used to help determine whether there is amyloid pathology associated with Alzheimer’s disease. Test results are categorized as positive, intermediate, or negative and must be interpreted together with other clinical information; they cannot be used alone as a diagnosis. Pricing has not yet been announced.
　　Roche said this is currently the only blood test that has received FDA approval, uses a single biomarker, and uses the same validated cutoff values in both primary care and specialty settings, while also supporting amyloid pathology assessment both for “inclusion” and for “exclusion.” The test measures phosphorylated tau 217 in plasma. Higher levels suggest that amyloid pathology is more likely present; lower levels suggest it is more likely absent. Intermediate results require further evaluation.

In the second half of this year, Hong Kong-listed innovative drug stocks saw a notable round of valuation correction recovery. Since the sector index (931787) hit a new intra-year low in early June, the maximum rebound has already exceeded 38%. Behind the improvement in market sentiment is a quiet shift in capital logic—investors are increasingly focusing on more certain value-realization factors such as the sustainability of BD activities and the recognition of collaboration revenue.
Against this backdrop, in the first half of this year, Innovent Biologics-B (02256) once again secured major BD deals and also achieved the recognition of key milestone revenues from collaborations, making it undoubtedly a sample worth examining.

(Source: China Medical News)
Reposted from: China Medical News
□?Reported by this reporter, Chang Ruibo
On June 7, at the 86th Scientific Sessions of the American Diabetes Association (ADA) in New Orleans, USA, the venue was packed. An oral presentation from China drew attendees from around the world—the Phase III clinical research data on tirzepatide in Chinese patients with severe obesity were unveiled publicly for the first time. The results showed that among Chinese obese participants with BMI ≥ 30 kg/m², after 60 weeks of treatment with a 9 mg dose of tirzepatide, the average body weight decreased by 18.55% from baseline, and 44.0% of participants achieved a weight reduction of ≥ 20%. On the same day, the study findings were published in (Journal of the American Medical Association) (JAMA). This marked the third appearance of tirzepatide-related clinical trial results in an international top academic journal, following earlier features on the main issues of (The New England Journal of Medicine) (NEJM) and (Nature).

(Source: China Business News)
Eli Lilly and Amplitude are collaborating to develop a taRNA vaccine candidate for infectious diseases; Bristol Myers Squibb is partnering with Chai Discovery to use AI to advance therapeutic antibody discovery.
On August 21, according to WuXi AppTec’s (603259.SH) official WeChat account, Amplitude (AMPL.US) announced that it has reached a strategic research cooperation and licensing agreement with Eli Lilly (LLY.US). Together, the companies will discover and develop a transamplifying RNA (taRNA) vaccine candidate product for infectious diseases. In the initial phase of the collaboration, they will focus on several undisclosed infectious disease vaccine projects with high unmet medical needs. Eli Lilly has the option to add up to two additional infectious disease targets. The taRNA technology separates the replicase enzyme from the RNA component that encodes antigens, and is expected to enable higher potency, lower dosing requirements, and improved manufacturability. Under the agreement, Eli Lilly will obtain exclusive development and commercialization rights for the licensed products; Amplitude will be responsible for optimizing the taRNA technology and conducting certain preclinical studies; Eli Lilly will handle subsequent preclinical development, clinical development, manufacturing, regulatory affairs, and commercialization.

Wen | Koo Wan Experimental Lab
These days, a new kind of financial product has emerged: protein powder.
I bought a tub of protein powder at Sam's at the start of this year for only 660 yuan. But in the past few days, I checked again and it's nearly 800 yuan. The same thing last year was only a bit over 500 yuan—within a year, it's already out of reach.
Open any social media platform—complaints are everywhere.
In 2026, many mainstream brands generally rose by about 20%. Under 300 yuan protein powder is already very hard to find on e-commerce.
The raw-material side is even more outrageous: whey powder used to make protein powder has nearly doubled in price in a year.
The reason isn't complicated.

Eli Lilly (LLY), a U.S.-listed company, has disclosed an insider stock transaction. The filing shows that the company insider Alvarez (Ralph) (Director) increased his holdings of company stock on 2026-08-17, for a transaction amount of approximately $11,831.60.
Trading data:
? Trader: Alvarez (Ralph) (Director)
? Trade direction: Buy
? Number of shares traded: 10 shares
? Average trade price: $1,183.16 per share
? Transaction amount: Approximately $11,831.60
? Latest shares held: 829 shares
Generally speaking, stock transactions by executives and directors of listed companies are considered one of the important reference indicators for the market to observe management’s stance. However, insider trading may involve various factors such as compensation arrangements, tax planning, and asset allocation. A single transaction cannot directly indicate the company’s future operating outlook; a comprehensive judgment is still needed together with fundamentals and subsequent announcements.

Jingtai Holdings (2228.HK) announced its 2026 interim results. After stripping out last year’s large one-off authorized-project base effects, the Group’s revenue grew 73.8% year over year. Revenue from AI4S smart solutions surged 136.4% year over year. As of the end of June, the company held RMB 8.6712 billion in cash, providing ample support for business expansion. This set of operating metrics indicates that the AI4S industry has officially moved beyond the early-stage technical prototype validation phase and entered a period of commercialization with large-scale ramp-up. As one of the few companies in the industry that has achieved large-scale commercial delivery of AI4S full-stack infrastructure, Jingtai Holdings has gradually evolved from a technology services provider into a data-infrastructure partner deeply embedded in global pharmaceutical companies’ R&D workflows. The depth of customer collaboration, prospects for repeat purchases, and long-term industrial value continue to rise.

Jingtai Holdings (2228.HK) released its 2026 interim results. Excluding last year’s large authorization projects that created a high-base distortion, the Group’s revenue grew 73.8% year on year. Revenue from its AI4S smart solutions surged 136.4% year on year. As of the end of June, the company held RMB 8.6712 billion in cash, providing ample support for business expansion. This set of operating data indicates that the AI4S industry has officially moved beyond the early-stage technical prototype validation phase and entered a period of commercialization, large-scale rollout, and ramp-up. As one of the few companies in the industry that has achieved large-scale commercial delivery of AI4S full-stack infrastructure, Jingtai Holdings has gradually evolved from a technology service provider into a data-infrastructure partner deeply embedded in the R&D pipelines of global pharmaceutical companies. The depth of customer collaboration, the potential for repeat purchases, and long-term industrial value continue to rise.

Jingtai Holdings (2228.HK) released its 2026 interim results. Excluding last year’s large-authorizations projects, the growth base distortion was removed. The Group’s revenue rose 73.8% year over year. Revenue from AI4S smart solutions surged 136.4% year over year. As of the end of June, the company held RMB 8.6712 billion in cash, providing ample support for business expansion. This set of operating data indicates that the AI4S industry has officially moved on from the early-stage technical prototype validation phase and entered a period of commercialization, scale-up, and large-volume ramp-up. As one of the few companies in the industry that has achieved large-scale commercialization delivery of AI4S full-stack infrastructure, Jingtai Holdings has gradually evolved from a technology services provider into a data infrastructure partner deeply embedded in the R&D workflows of global pharmaceutical companies. The depth of customer collaboration, potential for repeat purchases, and long-term industrial value are all continuously increasing.

Eli Lilly’s stock price rises 5.3%, to $1,290 per share, continuing to set fresh record highs. Total market capitalization is $1.21 trillion.

Haisco relies on a dual-engine model of “continuous domestic product volume growth + monetizing overseas pipeline value,” offering extremely strong earnings certainty.?
Recently, the pharmaceutical sector led by innovative drugs has become the brightest presence among non-tech sectors. The main reason is that, under the backdrop of generally improved interim results, some capital flowing out of the tech sector has moved into the innovative drug sector. However, sector leaders such as those led by Hengrui Pharmaceuticals and BeiGene have long been firmly locked in by institutions. For investors looking to enter this track, how to choose a future potential leader with a good cost-performance ratio has become an important task at present.?

Economic Observer website. Eli Lilly (LLY)'s pipeline product retatrutide, which is under development, is in Phase 3 clinical trials and has not yet been approved. However, black-market distribution is rampant, and the company has taken legal and reporting measures to maintain market order.
Recent event:
Retatrutide is still in Phase 3 clinical trials and has not been approved yet, but illicit black-market distribution is rampant. Eli Lilly has filed lawsuits against six U.S. companies and reported more than 200 allegedly non-compliant entities to the FDA and other agencies.
The above content is compiled based on publicly available information and does not constitute investment advice.

On August 17, the drug clinical trial registration and information disclosure platform showed that Eli Lilly (LLY.US) has registered a Phase III clinical study of Brenipatide injection in adult participants with depression. The Insight database indicates that Brenipatide is the first GLP-1 class product globally to initiate a Phase III clinical trial for depression.
Brenipatide is an investigational dual agonist of GLP1R/GIPR, and is Eli Lilly’s second GLP-1/GIP dual-target new drug after tirzepatide. With the highest global progress at Phase III, it has not yet been approved for marketing. In addition to depression, Eli Lilly has also launched two Phase III studies of Brenipatide for alcohol use disorder. Furthermore, Eli Lilly is expanding into other indications, including bipolar disorder, asthma, nicotine dependence, schizophrenia, diarrhea-predominant irritable bowel syndrome, constipation-predominant irritable bowel syndrome, chronic obstructive pulmonary disease, and more.

(Source: The Paper Observer)
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