諾誠健華(09969.HK)：大力佈局自身免疫性疾病 近60%股東自願禁售 對公司前景充滿信心
5月18日，諾誠健華(09969.HK)發佈消息稱，公司自主研發的新型酪氨酸激酶2(Tyrosine Kinase 2, TYK2)抑制劑ICP-332已獲批開展臨牀試驗，這也是該公司第五款進入臨牀階段的創新藥，進一步加強了諾誠健華在自身免疫性疾病領域的管線佈局。
展現自身免疫性疾病領域自主研發實力
在B細胞領域，諾誠健華已經獲批上市的BTK抑制劑奧布替尼表現出色，並因為靶點高度專一，在治療多發性硬化和系統性紅斑狼瘡等自身免疫性疾病展現了很強的治療潛力，正在全球開展多中心開展臨牀試驗。
在T細胞領域，諾誠健華今天獲批的ICP-332是小分子酪氨酸激酶2(TYK2)抑制劑。TYK2為JAK家族成員，對於介導IL-12/IL-23家族白介素受體以及第一類干擾素(IFN)受體的下游信號具有關鍵作用。該細胞因子/受體的通路可驅動TH17細胞、TH1細胞、B細胞及骨髓細胞的功能，因此在多種自身免疫性疾病和慢性炎症(包括銀屑病、特應性皮炎等)的病理學中起關鍵作用。
諾誠健華表示，作為高效、高選擇性的新型TYK2抑制劑，ICP-332對TYK2具有強效抑制活性，對JAK2的選擇性高達約400倍，可減低因JAK2抑制所致貧血不良反應。
業內人士指出，諾誠健華已經展現了其在B細胞領域的研發實力，目前又戰略佈局T細胞，將深度探索B細胞和T細胞聯合用藥，以及小分子和大分子之間的聯合治療，未來大有潛力成為中國自身免疫性疾病領域的領跑者。
近60%股東做出禁售承諾 看好公司未來發展前景
5月16日，諾誠健華髮布公吿稱，為展示對諾誠健華長遠價值的信心，核心股東自願就他們在該公司股份中所直接及間接持有的權益，作出禁售承諾。該承諾自公吿日期起開始生效。
這些核心股東包括：崔霽松博士、趙仁濱博士、高瓴資本(Hillhouse Capital Advisors, Ltd)、Hebert Pang Kee Chan先生、正心谷資本(LVC)和維梧資本(Vivo)。總計禁售承諾規限股票數目達到8.4億多股，佔比高達56.17%。
分析人士指出，核心股東如此表態展現了他們對諾誠健華的認可和信心。諾誠健華在自主研發方面的實力有目共睹。公司董事長兼CEO崔霽松博士5月16日在一個論壇上表示：“中國一定會有創新藥企最終發展成為世界級跨國藥企。但在這條發展道路上，需要整個行業的齊心協力。”在這個未來世界級藥企的名單，崔博士堅信諾誠健華也有一席之地。
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