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- 麦科医药上市后首份中报：现金流首次转正 多条管线取得重大突破香港, 2026年8月30日 - (亚太商讯) - 现金流首次转正、资本结构显著改善 2026年8月28日，“港股多肽创新药第一股”麦科医药（02335.HK）公布2026年上半年业绩公告。数据显示，公司研发开支1.28亿元（人民币，下同），同比大幅增长215.9%，研发投入显著提速；经营活动现金流净额1.09亿元，实现由负转正。 从“烧钱”到“造血”的转折—2026年2月，麦科医药与云顶新耀就核心产品MT1013达成独家商业化合作，覆盖中国内地及亚太区（日本除外），2亿元首付款已到账，并有权获得最高10.4亿元里程碑付款及按产品净销售额进行的特许权使用费分成。 除此之外，截至2026年6月底，公司现金及金融资产约12.27亿元，相较2025年底的2.70亿元增长355.2%；同期资产净值达到9.57亿元，而2025年底负债净额为9.60亿元，资产负债率也由389.6%大幅下降至25.2%。对一家尚处于临床阶段的Biotech而言，现金流充足比什么都重要。 核心产品MT1013进入III期冲刺，商业化路径进一步清晰 当然，市场真正关心的是管线成色。 从产品管线看，MT1013仍然是公司近期最接近商业化的核心资产，该药物III期临床试验即将完成，预计2027年初提交上市申请。 MT1013是一款双靶点CaSR/OGP受体激动剂多肽，针对慢性肾病继发性甲状旁腺功能亢进症（CKD-SHPT）。其开创性地同时靶向钙敏感受体（CaSR）和成骨生长肽（OGP）受体“，解决了PTH、钙、磷代谢平衡的问题，首次创造性的从源头上控制病情，直接激活成骨通路，主动促进骨形成与修复，实现从“间接抑制骨吸收”到“主动促进骨生成”的治疗创新升级。 在与全球领先拟钙剂依特卡肽的头对头试验中，治疗20–27周后，MT1013组的综合达标率达到34.48%–39.29%，而依特卡肽组为15.63%——MT1013是依特卡肽的2.2到2.5倍。此外，MT1013组的iPTH较基线降低超过30%的达标率高达83.9%–93.3%。MT1013被行业专家认为有望重塑CKD-MBD治疗格局。该研究数据已被美国肾脏病学会（ASN）年会收录为“Late-Breaking Science”。与云顶新耀的合作，本质上是对这一临床价值的市场化背书。 MT200605 II期数据积极，卒中创新疗法价值逐步验证 在中报披露前夕，8月26日，麦科医药宣布其自主研发用于治疗急性缺血性脑卒中（AIS）的候选药物MT200605的II期临床试验完成。 这是一项多中心、随机、双盲、安慰剂对照试验，360名受试者按1：1：1：1分配至三个剂量组及安慰剂组。 结果显示，主要疗效终点方面，MT200605高剂量组达到mRS 0-1分的比例较安慰剂组，代表功能恢复的优势比（OR）提升100%以上。在临床获益上，大约每治疗6位患者，就能多帮助1位患者从“需要人照顾”转变为“能够基本自己生活”。在神经保护领域数十年的研发历史中，能在一项随机对照试验中与安慰剂拉开如此显著的功能结局差距的品种极为罕见，MT200605在II期阶段即展现出这一信号，尤为值得关注。 次要终点方面，高剂量组NIHSS评分改善在用药第7天即已与安慰剂组拉开差距，且趋势与mRS评分改善一致，至第14天改善更为明显，提示MT200605高剂量组患者早期神经功能恢复速度更快。 另一个颇具差异化的观察指标来自急性肾损伤（AKI）。MT200605呈现剂量依赖性降低AIS患者AKI发生率的潜力，其中高剂量组AKI发生率较安慰剂组低80%以上。这一结果填补了现有AIS人群中预防AKI发生的治疗空白。 从独特作用机制来看，MT200605是目前全球所有进入临床阶段的缺血性卒中治疗药物中唯一能够穿透血脑屏障、靶向BDNF/TrkB通路、具有神经营养作用的小分子激动剂。其通过靶向BDNF/TrkB信号通路实现三重机制协同：上游改善微循环，中游清除氧自由基、抑制神经元凋亡，下游激活TrkB通路启动内源性神经修复程序。 MT200605的差异化设计已获得国内外权威认可。该药物已入选“创新药物研发国家科技重大专项”；其非临床及I期研究成果入选第18届世界卒中大会口头报告；亨廷顿舞蹈病适应症于2026年3月获得美国FDA孤儿药资格认定。 多管线布局提升持续产出能力 除两条重点资产外，麦科奥特的管线梯队也正在逐渐形成。 GLP-1R/GCGR/MasR三靶点激动剂XTL6001I期临床已完成锁库。该产品将治疗维度从单纯的减重、代谢调控拓展至肾脏保护与抗炎抗纤维化，先后获ADA2026、EASD2026及ASN Kidney Week 2026等国际顶级学术会议接纳报告。MT1002则围绕急性缺血性脑卒中、血液透析等抗凝抗栓适应症继续推进。 研发管线 来源：公司2026年中期业绩公告 综合来看，麦科奥特2026年中期业绩真正值得关注的，并不是一家临床阶段Biotech在短期内是否实现盈利，而是三个变化正在同时发生：核心产品MT1013进入商业化前的关键III期兑现阶段，MT200605通过II期数据进一步验证创新机制的临床潜力，以及上市融资和BD合作显著改善公司的资金储备。对于市场而言，这或许也是理解这份中期业绩最重要的主线。 Copyright 2026 亚太商讯. All rights reserved. www.acnnewswire.com
- Faruqi & Faruqi LLPFaruqi & Faruqi, LLP Urges Regeneron Pharmaceuticals, Inc. (REGN) Investors to Seek Counsel Before the September 14, 2026 Lead Plaintiff Deadline in the Securities Class ActionFaruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses in Regeneron to Contact Him Directly to Discuss Their OptionsNew York, New York--(August 29, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, reminds investors of the September 14, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against Regeneron Pharmaceuticals, Inc. ("Regeneron" or the...
- ROSEN, A LONGSTANDING FIRM, Encourages Capricor Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - CAPRWHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Capricor Therapeutics, Inc. (NASDAQ: CAPR) between December 17, 2025 and July 26, 2026, inclusive (the “Class Period”), of the important September 28, 2026 lead plaintiff deadline.
- The Rosen Law Firm PAROSEN, GLOBAL INVESTOR COUNSEL, Encourages ARS Pharmaceuticals, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - SPRYWHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of ARS Pharmaceuticals, Inc. (NASDAQ: SPRY) between March 9, 2026 and June 24, 2026, inclusive (the "Class Period"), of the important October 5, 2026 lead plaintiff deadline.SO WHAT: If you purchased ARS Pharmaceuticals securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a...
- Woman Leaders AssociationWomen Leaders Association Adds Lisa Reilly as Boston Coaching Partner, Bringing 23 Years of Biotech Leadership and Her Reclamation Method to High-Achieving WomenThe association's Boston Coaching Partners roster grows to three — adding an executive and career coach who helps high-performing women lead with clarity, confidence, and authenticity without sacrificing themselves in the process BOSTON, Aug. 29, 2026 -- The Women Leaders...
- AskBio Presents Baseline Characteristics from Phase 2 Heart Failure Gene Therapy Trial of Umiposgene Parvec (AB-1002) at European Society of Cardiology CongressAskBio Inc. (AskBio), a gene therapy company wholly owned and independently operated as a subsidiary of Bayer AG, today announced the presentation of baseline participant characteristics from GenePHIT, one of the largest randomized gene therapy trials conducted in heart failure to date. This presentation highlights the trial’s successful enrollment and further validates that multinational gene therapy trials of this size can be conducted. The Phase 2 clinical trial is evaluating the investigational one-time gene therapy umiposgene parvec (AB-1002) for its potential to improve cardiac function. Baseline characteristics from the trial are being presented at the European Society of Cardiology (ESC) Congress, which takes place in Munich, Germany, August 28–31, 2026.
- Cytokinetics Announces Additional Results from ACACIA-HCM and MAPLE-HCM Presented in Late Breaking Clinical Trial Session at the European Society of Cardiology (ESC) Congress 2026Additional Results from ACACIA-HCM Demonstrate Improvements in Cardiac Structure and Diastolic Function in Patients with Non-Obstructive HCM
- Faruqi & Faruqi LLPFaruqi & Faruqi, LLP Urges Aardvark Therapeutics (AARD) Investors to Seek Counsel Before October 13, 2026 Lead Plaintiff Deadline in the Securities Class ActionFaruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses in Aardvark to Contact Him Directly to Discuss Their OptionsNew York, New York--(August 29, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, reminds investors of the October 13, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against Aardvark Therapeutics, Inc. ("Aardvark" or the "Company")...
- The Rosen Law Firm PAROSEN, NATIONALLY REGARDED INVESTOR COUNSEL, Encourages Aardvark Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - AARDWHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Aardvark Therapeutics, Inc. (NASDAQ: AARD): (i) common stock pursuant and/or traceable to the registration statement and prospectus (collectively, the "Registration Statement") issued in connection with Aardvark's February 13, 2025 initial public offering ("IPO"); and/or (ii) securities between February 13, 2025 and May 14, 2026, both dates inclusive (the "Class...
- Tenax Therapeutics Announces Presentation of Phase 3 LEVEL Results in Late-Breaking Scientific Sessions at ESC Congress 2026In patients with a baseline 6MWD below the trial median of 333 meters, treatment with TNX-103 resulted in a 26.3-meter improvement compared to placebo (p = 0.0112)
- Kahn Swick & Foti, LLCCapricor Therapeutics, Inc. Notice of September 28, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application DeadlineKahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., notifies investors in Capricor Therapeutics, Inc. ("Capricor" or the "Company") (NasdaqGS: CAPR) of a class action securities...
- The Rosen Law Firm PAROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages ARS Pharmaceuticals, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - SPRYWHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of ARS Pharmaceuticals, Inc. (NASDAQ: SPRY) between March 9, 2026 and June 24, 2026, inclusive (the "Class Period"), of the important October 5, 2026 lead plaintiff deadline.SO WHAT: If you purchased ARS Pharmaceuticals securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a...