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Industry updates · Page 5

Follow sourced scientific, clinical, partnership, capacity, and financial developments. Factual summaries and business interpretations are presented separately.

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皓元医药 / 巨潮资讯 CNinfo

Haoyuan Chemexpress reports nine-month revenue growth of 28.52%

Haoyuan Chemexpress reported consolidated revenue of RMB2.646 billion, up 28.52%, and attributable net income of RMB308.8 million for the nine months ended September 30, 2026. Attributable net income rose 30.49%. Consolidated revenue combines multiple businesses rather than isolating CDMO service revenue. The quarterly filing is unaudited and covers the year-to-date period.

泰格医药 / 巨潮资讯 CNinfo

Tigermed reports nine-month revenue growth of 15.23%

Tigermed reported consolidated revenue of RMB5.792 billion, up 15.23%, and an attributable net loss of RMB272.0 million for the nine months ended September 30, 2026. Profit excluding nonrecurring items reached RMB450.1 million, up 38.08%; investment losses weighed on reported earnings. The quarterly filing is unaudited and covers the year-to-date period.

International Journal of Pharmaceutics

Simple heat-assisted method for mRNA loading into empty lipid nanoparticles enables robust in vitro and in vivo delivery

A post-loading method combined mRNA with preformed empty lipid nanoparticles using heat and acidic conditions, achieving roughly 90% encapsulation. The particles produced protein expression in mouse liver and spleen, although activity was slightly below conventional microfluidic formulations. Greater payload heterogeneity emerged as a potential limitation; the method supports 96-well preparation.

美迪西 / 巨潮资讯 CNinfo

Medicilon reports nine-month revenue growth of 44.13%

Medicilon reported consolidated revenue of RMB1.215 billion, up 44.13%, and attributable net income of RMB92.0 million for the nine months ended September 30, 2026. The company returned to profit. Its report does not present a conventional positive-base growth rate for attributable earnings. The quarterly filing is unaudited and covers the year-to-date period.

Clinical Pharmacology & Therapeutics / PMC

Review identifies higher patient exposure for some drugs in chronic inflammation

Based on the article abstract, a review of 20 approved small-molecule medicines for selected chronic inflammatory diseases found more than 25% higher exposure in patients for five medicines, using reported population pharmacokinetic analyses. The authors highlight CYP3A4 and CYP2C19 metabolism. This cross-drug review supports risk assessment, not automatic dose changes for individual patients.

Lonza

Lonza expands Visp bioconjugation plans and updates scale to 3,000 liters

Lonza announced three planned multiproduct bioconjugation suites in Visp, with operations expected from 2028, alongside 500-liter single-use upgrades scheduled for 2027. A November 2 update revised the new facility's maximum scale from 1,200 to 3,000 liters. The capacity remains under development; the announcement does not establish available current commercial slots.

Nucleic Acid Therapeutics / PubMed

GuNA-modified antisense gapmers show prolonged activity in mouse brain

Based on the PubMed abstract, researchers combined guanidine-bridged nucleic acid and MOE modifications in antisense gapmers, reporting improved knockdown in laboratory and animal experiments. Activity persisted beyond 24 weeks in mouse brain after intracerebroventricular administration. The study also examined immune responses and toxicity; these preclinical results do not establish human safety or efficacy.

昭衍新药 / 巨潮资讯 CNinfo

JOINN Laboratories reports nine-month revenue growth of 20.60%

JOINN Laboratories reported consolidated revenue of RMB1.188 billion, up 20.60%, and attributable net income of RMB929.7 million for the nine months ended September 30, 2026. Biological-asset fair-value changes contributed approximately RMB866.3 million in net gains, materially affecting reported earnings. The quarterly filing is unaudited and covers the year-to-date period.

Codis

Codis moves commercial-scale ASD spray-drying expansion into construction

Codis has moved its Haverhill expansion into construction after completing demolition of redundant facilities. The project will add a solvent-capable GEA PSD-4 spray dryer for commercial-scale amorphous solid dispersions and connect with formulation, analytical, clinical supply, and oral solid dose services in Nottingham. Additional capacity is expected in the fourth quarter of 2027, after installation and validation.

Acta Pharmaceutica Sinica B

New review maps evidence standards for orally active peptides

A new review connects peptide structure, formulation, screening, and pharmacokinetic testing in an evidence-based framework for oral drug discovery. It distinguishes architecture-led libraries, oral optimization of existing hits, and hybrid approaches. The scope includes cyclic and noncyclic peptides; the proposed framework organizes development evidence rather than demonstrating a new therapy or clinical benefit.

Crystal Growth & Design (ACS)

Water-based spherical crystallization improves drug-particle flow

Researchers produced spherical cyclandelate and cyclandelate–tenoxicam particles in water using thermally induced liquid–liquid phase separation. Stirring controlled droplet and particle-size distributions. Under selected conditions, angles of repose fell by roughly 43%–46% versus raw materials. The study combines particle measurements with molecular simulations; it does not establish improved clinical performance or commercial-scale manufacturability.

npj Drug Discovery

Review sets a higher bar for generative AI in constrained peptides

An npj Drug Discovery review examines how generative models represent constrained peptide chemistry, topology, conformational ensembles, and developability. It separates information explicitly generated by a model from properties inferred later, and predictions from prospective experiments. The authors identify gaps in chemical coverage and uncertainty calibration, including limitations relevant to orally absorbed cyclic peptides.

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