$宜明昂科-B(01541)$ 乡亲们，我又来了，因为有一些新信息。26JPM (1月初)老田在中介的安排下又去组团忽悠MNC了，但是看highlights有四个重要的点:
1. Imm0306赫然在列，这说明最近两三个月我们极大概率等不到imm0306bd的消息，老田又把我们所有人
都
给
忽
悠
了
！！！这说明我在前面帖子里的关于配股的那种dark的可能性是对的，老田把高价配股的机构也给忽悠了，这中间不知发生了什么变故，但似乎一切又回到了原点，已经回到了需要撒大网的阶段了，这说明最乐观的imm0306bd预期也要明年四五月了，希望老田打我脸，狠狠的，狠狠的
2. 2026年底之前imm01递交BLA，意外之喜，倒推来看中期分析阳性(如有)的公告会在明年3-5月发生，否则是根本来不及的，CD47长长的隧道渐渐看到了曙光，这个中期分析的现在来看是CMML，老田之前就说过这个病人入组快，chL病人太少了，估计要到26年底或27年中期分析了。
3.路演名单中IMM2510的神隐。记得去年美国会议上imm2510非常受关注，真正的广谱大药，但这次居然不宣传？那是不是已经谈好了？至少是差不多了？
4.老田改了数个版本的减肥增肌大药，看来方案已经定了是个三抗，现在也拿出来见人了，按照老田的功力和几年磨一剑的积累，大胆预测两年以后会是消费医疗市场全球重要资产
Roadshow Theme:Bispecfic in Phase 3 Initiation for Follicular Lymphoma and Phase 1b for Systemic Lupus Erythematosus——Out-Licensing, NewCo, etc.
Roadshow Asset overview:ImmuneOnco is a Hong Kong-listed (Stock Code: HK.1541) clinical-stage biotechnology company dedicated to discovering and developing immunotherapies for the treatment of cancer and other diseases.
Timdarpacept, a SIRPα-IgG1 Fc fusion protein, is currently in Phase III clinical development for the first-line treatment of chronic myelomonocytic leukemia (CMML), with a potential pre-Biologics License Application (BLA) submission by the end of 2026.
Amulirafuspalfa, a first-in-class CD47×CD20 bispecific antibody, is on the verge of initiating Phase III study. It is being evaluated for the treatment of relapsed/refractory (R/R) follicular lymphoma (end of Phase II) and systemic lupus erythematosus (SLE, Phase Ib).
IMC-003 (an ActR2A-Fc fusion protein) — featuring enhanced affinity and potent blocking activity— is in Phase I for the treatment of pulmonary arterial hypertension (PAH).
A trispecific candidate targeting GDF-8/ActR2A/ActR2B is currently in the preclinical stage.