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长江生命科技(00775)主席李泽钜:生物科技高回报高风险 纯收息买基建或收租股较适合
智通财经网· 2025-05-22 06:46
李泽钜提到,目前公司正在开展多个癌症疫苗研发项目,其中包括上个月公布的TROP2癌症疫苗项 目。TROP2是一种在多类癌症中有过度表现的蛋白,常见于三阴性乳癌、肺癌、胃癌、结直肠癌、胰 脏癌、前列腺癌及卵巢癌。公司的TROP2融合蛋白和circRNA癌症疫苗在4项临床前研究中被发现能大 幅度抑制肿瘤生长,于乳癌和结直肠癌小鼠模型中显示 100%的肿瘤生长抑制。估计大约需要24-30个月 的时间便能开始I/II期临床试验。 智通财经APP获悉,长江生命科技(00775)主席李泽钜近日在股东周年大会中表示,生物科技研究是属于 一个高回报、高风险的行业。如果研究成功的话,只需一只产品,它的价值有机会可以高过很多上市基 建甚至地产公司。如果买股票纯粹为收息,可能买基建或收租股较适合。其认为,如果公司有一个全面 性投资组合,将一部分资金投放于这类高值博率投资上是正确的。 至于是否分拆其生物制药部门在香港上市,李泽钜表示,公司会不断评估策略机遇,以提高股东价值并 优化公司业务结构。目前,公司没有任何需要发布的公告,并将随时向市场通报任何重大进展。针对是 否有意通过配股或者可转换债券集资以帮助研发,他回应称,公司尚未发布任 ...
长江生命科技(00775)将于美国癌症研究协会2025年度年会上展示研发中癌症疫苗临床前研究最新数据
智通财经网· 2025-04-22 08:41
智通财经APP讯,长江生命科技(00775)公布,公司将在美国芝加哥举行的美国癌症研究协会 (AACR)2025年度年会上,展示研发中癌症疫苗临床前研究最新数据。 上述癌症疫苗针对黑色素瘤优先表现抗原 (Preferentially Expressed Antigen in Melanoma "PRAME")、细 胞程式性死亡-配体1 (programmed cell death-ligand 1"PD-L1")、 B7-H3免疫检查点 (B7 homolog 3"B7- H3"),以及Claudin 6蛋白质。 Claudin 6 是一种紧密连接蛋白,可调节上皮屏障完整性,过度表现于乳癌、肺癌及子宫内膜癌等癌 症,并常引致肿瘤癌化及转移扩散。 此外,公司将在 AACR 2025 年度年会上与研究合作机构共同展出两块展板,介绍用以设计癌症疫苗的 人工智能(AI)驱动平台。 公司对研发中的癌症疫苗,就针对 PRAME、PD-L1、 B7-H3 及 Claudin 6 蛋白质的临床前成效结果感 到满意,期望该等疫苗及其他癌症疫苗日后能迈向临床阶段。公司亦对利用人工智能(AI)平台设计癌症 疫苗的进度甚感欣慰,运用 ...
长江生命科技(00775) - 2024 - 年度财报
2025-04-15 09:15
Financial Performance - For the fiscal year ending December 31, 2024, the company reported a loss attributable to shareholders of HKD 126.6 million, a decrease of HKD 143.9 million compared to a profit of HKD 17.3 million in 2023[7]. - The profit attributable to shareholders for 2023 was HKD 17.25 million, a significant decrease from HKD 131.96 million in 2022[95]. - Total revenue for the year ended December 31, 2023, was HKD 5,322.7 million, a slight increase from HKD 5,275.6 million in 2022[95]. - The fair value of the vineyard investment portfolio recorded a post-tax impairment of HKD 44 million in 2023, negatively impacting profits compared to the previous year[68]. - The group maintained a net debt to total equity ratio of approximately 58.36% as of December 31, 2024[97]. Research and Development - The company's investment in research and development increased from HKD 145.9 million in 2023 to HKD 254.1 million in 2024, representing an annual increase of HKD 102.8 million[11]. - The therapeutic cancer vaccine seviprotimut-L is currently in the final research phase, undergoing trials as an adjuvant therapy for melanoma patients post-surgery[10]. - Halneuron®, a non-opioid pain relief drug based on tetrodotoxin, is currently undergoing a Phase II clinical trial for chemotherapy-induced neuropathic pain[29]. - The company is expanding its therapeutic cancer vaccine portfolio, with promising laboratory results for vaccines targeting KRAS and PD-L1 presented at the AACR annual meeting[39]. - Jiangsu Life Science Technology is actively exploring the development of an AI-driven cancer vaccine discovery platform in collaboration with Crystal Technology, aiming to enhance the discovery and development process of new cancer vaccines[40]. Strategic Initiatives - The company is actively exploring innovative fields, including the use of artificial intelligence to accelerate the discovery and development of new cancer vaccines[12]. - The merger of WEX Pharmaceuticals with Virios Therapeutics to form Dogwood Therapeutics aims to expedite the development of Halneuron® for treating chemotherapy-induced neuropathic pain[9]. - The company plans to launch new formulations and implement innovative marketing strategies to capture the growing demand for health products post-COVID-19[15]. - The company has made strategic investments in liquid biopsy testing projects to provide non-invasive and cost-effective cancer detection solutions[13]. - The company is focused on developing unique products to meet consumer health needs, particularly in areas such as sleep, joint pain, immunity, and energy[62]. Environmental and Sustainability Efforts - The company is committed to sustainable development, as evidenced by the establishment of a Sustainability Committee[115]. - The company has acquired government grazing leases and rights to over 350,000 hectares of farmland in Australia for regenerative agriculture and carbon sequestration purposes, equivalent to more than three times the area of Hong Kong[133]. - Vitaquest has transitioned to using 100% renewable energy in 2024, reflecting the company's commitment to sustainable practices in health product manufacturing[134]. - The company is focused on identifying and addressing challenges and opportunities related to climate change, aiming to mitigate climate-related impacts and adapt to new environments[134]. - The company is committed to improving its environmental performance and has established policies and procedures to manage its environmental footprint[134]. Corporate Governance and Leadership - The company has a strong board of directors with members holding significant positions in various listed companies, enhancing corporate governance and strategic oversight[111][113][114][115]. - The company is focused on expanding its market presence and enhancing its product offerings through strategic appointments and experienced leadership[109][110]. - The leadership team has a strong educational background, with many members holding advanced degrees in relevant fields, contributing to informed decision-making[109][110][115]. - The company is committed to maintaining high standards of corporate governance and compliance through its experienced board members[116][121]. - The board includes independent directors with extensive backgrounds in finance, governance, and international relations, ensuring diverse perspectives in decision-making[113][115]. Market and Operational Strategies - Australian Agribusiness is implementing cost-cutting measures and adjusting product mix to alleviate the impact of material price fluctuations and high market inventory[18]. - The company is focused on enhancing operational efficiency, expanding sales, and improving productivity to promote internal growth[92]. - The company is implementing strategic operational measures to improve financial performance amid challenges such as high inflation and rising energy costs[86]. - The company has appointed a new independent non-executive director, Mr. Lo, who has extensive experience in finance and corporate governance[116]. - The company has a diverse executive team with members holding advanced degrees in business administration and law, enhancing its strategic capabilities[118][120]. Shareholder Information - As of December 31, 2024, the group’s major shareholder, Li Ka-shing, holds approximately 2,838,009,715 shares, representing 29.52% of total shares[146]. - Major shareholders include Gold Rainbow (BVI) Limited and its affiliates, holding approximately 4,355,634,570 shares, representing 45.31% of total shares[150]. - The company’s public float is approximately 24.99552%, which is below the minimum requirement of 25% as per listing rules[179]. - The board does not recommend the distribution of a final dividend for the fiscal year ending December 31, 2024[138]. - The total annual caps for continuing connected transactions I are set at HKD 100,000,000 for 2024, HKD 110,000,000 for 2025, and HKD 130,000,000 for 2026[164].
长江生命科技(00775.HK)4月14日收盘上涨16.39%,成交3368.4万港元
Jin Rong Jie· 2025-04-14 08:32
4月14日,截至港股收盘,恒生指数上涨2.4%,报21417.4点。长江生命科技(00775.HK)收报0.71港 元/股,上涨16.39%,成交量5066.06万股,成交额3368.4万港元,振幅16.39%。 最近一个月来,长江生命科技累计涨幅10.91%,今年来累计涨幅48.78%,跑赢恒生指数4.26%的涨幅。 财务数据显示,截至2024年12月31日,长江生命科技实现营业总收入51.14亿元,同比增长3.76%;归母 净利润-1.17亿元,同比减少833.65%;毛利率30.65%,资产负债率67.45%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,药品及生物科技行业市盈率(TTM)平均值为11.13倍,行业中值4.85倍。长江生命科 技市盈率-46.33倍,行业排名第85位;其他精优药业(00858.HK)为0.64倍、金斯瑞生物科技 (01548.HK)为0.98倍、百信国际(00574.HK)为1.49倍、东瑞制药(02348.HK)为2.78倍、正大企业 国际(03839.HK)为4.28倍。 资料显示,长江生命科技集团有限公司於香港联合交易所有限公司上市。本著提升人 ...
李嘉诚、李泽钜旗下长江生命科技(00775.HK)今日复牌一度大涨超40%,现缩小涨幅至30%以内。
快讯· 2025-04-11 01:49
李嘉诚、李泽钜旗下长江生命科技(00775.HK)今日复牌一度大涨超40%,现缩小涨幅至30%以内。 ...
长江生命科技(00775):针对 TROP2(滋养层细胞表面抗原 2)的新型癌症疫苗取得良好的早期成果 4月11日复牌
智通财经网· 2025-04-11 00:16
智通财经APP讯,长江生命科技(00775)发布公告,该公司针对滋养层细胞表面抗原2 (TROP2)的新型癌 症疫苗在临床前阶段实验室测试中取得良好的早期成果。 有关 TROP2 癌症疫苗的数据预期于即将举行的各癌症会议中发表。本公司研发中的早期癌症疫苗种类 不断增加,近年于各大型肿瘤学研讨会中已展示相关临床前研究数据,并提交多项专利申请。此等创新 癌症疫苗均于香港的研究实验室进行研发,并以多种类的肿瘤抗原、免疫检查点蛋白,以及其他存在于 肿瘤免疫微环境下的主要成份为标靶。 本公司已向联交所申请本公司股份自2025年4月11日上午九时正起恢复买卖。 本公司认为TROP2是一种令人振奋的治疗性标靶癌症疫苗,在小鼠研究中观察所见,本公司的TROP2 癌症疫苗展现前所未见的成功抗癌效能。本公司期望TROP2癌症疫苗能迅速进展至临床研究阶段,以 尽早带来肿瘤治疗新方向,并造福病患。于本公告刊发日期前,本公司已向香港知识产权署提交 circRNA及融合蛋白TROP2癌症疫苗的原授标准专利申请,并向美国专利商标局提交相关临时专利申 请。 经过详细评估,本公司认为该TROP2癌症疫苗的成功商品化可为本公司带来潜在的重大经济 ...
李嘉诚、李泽钜旗下长江生命科技公布,周四(10日)上午9时正起短暂停止买卖,暂未悉因。
快讯· 2025-04-10 01:22
李嘉诚、李泽钜旗下长江生命科技公布,周四(10日)上午9时正起短暂停止买卖,暂未悉因。 ...
港股异动 | 长江生命科技(00775)绩后跌超6% 年度股东应占亏损1.27亿港元 同比盈转亏
智通财经网· 2025-03-19 03:44
智通财经APP获悉,长江生命科技(00775)绩后跌超6%,截至发稿,跌6.67%,报0.56港元,成交546.21 万港元。 港股异动 | 长江生命科技(00775)绩后跌超6% 年度 股东应占亏损1.27亿港元 同比盈转亏 公告称,业绩于2023年至2024年期间由盈转亏,主要归因于两大因素:公司决意加速科研,投资于科研 的支出由2023年1.46亿港元,上升至2024年2.54亿港元,按年增加1.08亿港元;以及葡萄园投资组合(除 具出售协议之物业外)的公平值取得税后贬值,按年减少4040万港元。 消息面上,3月18日,长江生命科技发布截至2024年12月31日止年度业绩,该集团期内取得收入55.23亿 港元,同比增加3.76%;公司股东应占亏损1.27亿港元,去年同期则公司股东应占溢利1725万港元;每 股基本亏损1.32港仙。 ...
长江生命科技(00775) - 2024 - 年度业绩
2025-03-18 10:16
Financial Performance - For the fiscal year ending December 31, 2024, the company reported a loss attributable to shareholders of HKD 126.6 million, a decrease of HKD 143.9 million compared to a profit of HKD 17.3 million in 2023[3] - The group reported revenue of HKD 5,522.7 million for 2024, an increase of 3.8% compared to HKD 5,322.7 million in 2023[26] - The group incurred a net loss of HKD 126.6 million in 2024, compared to a profit of HKD 17.3 million in 2023, representing a significant decline[26] - The company reported a total comprehensive income of HKD 109,154,000 for the year, compared to a loss of HKD 677,705,000 in the previous year[34] - The annual loss for the year was HKD 126,554,000, reflecting a significant improvement from the previous year's losses[34] - The company reported a net loss of HKD 126,554,000 for 2024, compared to a profit of HKD 17,250,000 in 2023[56] Research and Development - Research and development expenditure increased from HKD 145.9 million in 2023 to HKD 254.1 million in 2024, representing an annual increase of HKD 18.2 million[5] - The company's therapeutic cancer vaccine, seviprotimut-L, is currently in the final research phase, undergoing trials as an adjuvant therapy for melanoma patients post-surgery[7] - The company plans to accelerate the development of Halneuron® for pain relief, with a Phase II B clinical trial expected to commence in Q1 2025[6] - The company is strategically investing in liquid biopsy testing projects to provide non-invasive and cost-effective cancer detection solutions[8] - Clinical trial and laboratory expenses rose significantly to HKD 160,811,000, up 59.43% from HKD 100,878,000 in 2023[53] Revenue and Profitability by Segment - The agricultural segment's basic profit contribution was HKD 329.3 million, up 4% from 2023, while including fair value changes, profit decreased by 13% year-on-year[12] - The health products business recorded a profit growth of 3% to HKD 292.5 million compared to 2023, despite inflation and economic instability[10] - The health products business generated revenue of HKD 3,451,588,000, up 6.43% from HKD 3,242,902,000 in 2023[49] Assets and Liabilities - Total assets as of December 31, 2024, were approximately HKD 10,788.6 million, with net assets amounting to HKD 3,511.5 million, equivalent to HKD 0.37 per share[18][32] - The group’s bank borrowings totaled HKD 5,474.9 million as of December 31, 2024, with interest expenses amounting to HKD 310.3 million for the year[18] - The net debt to total equity ratio was approximately 58.36% as of December 31, 2024, indicating a significant leverage position[18] - The company’s total assets were reported at HKD 3,511,548,000 as of December 31, 2024, indicating a strategic focus on asset management[34] Employee and Operational Metrics - The total number of full-time employees increased to 2,033 in 2024, up from 1,932 in 2023, with total employee costs rising by 9.5% to HKD 1,237.6 million[23] - Employee costs totaled HKD 1,237.6 million, an increase of 9.46% from HKD 1,130.4 million in 2023[52] Corporate Governance and Compliance - The company adheres to high standards of corporate governance and has implemented various policies to ensure accountability and transparency[68] - The audit committee reviewed the annual performance for the fiscal year ending December 31, 2024, which was audited by Deloitte[69] - The company has adopted new accounting standards with no significant impact on the financial statements for the current and previous periods[38][41] - The company is currently evaluating the impact of upcoming accounting standards on its financial reporting[47] Dividends and Shareholder Returns - The company declared a final dividend of HKD 0.008 per share, totaling HKD 76,889,000[34] - The company did not recommend a final dividend for the year ending December 31, 2024, consistent with 2023[57] Market and Regional Performance - Revenue for the Asia-Pacific region in 2024 was HKD 2,813,144, a decrease of 0.8% from HKD 2,836,964 in 2023[64] - North America revenue increased by 9.0% to HKD 2,708,189 in 2024 from HKD 2,484,602 in 2023[64] - Non-current assets in the Asia-Pacific region decreased to HKD 4,359,585 in 2024 from HKD 4,968,452 in 2023, a decline of 12.3%[64] - Non-current assets in North America increased slightly to HKD 3,217,387 in 2024 from HKD 3,185,542 in 2023, an increase of 1.0%[64] Strategic Initiatives - The Australian Agribusiness implemented cost-cutting measures and product adjustments to mitigate the impact of material price fluctuations and high market inventory[14] - Vitaquest achieved progress in acquiring new customers and expanding production capacity, enhancing production efficiency through better supplier selection[10] - The group has not engaged in any major acquisitions or disposals during the year[20] - The group’s capital commitments totaled HKD 64.4 million as of December 31, 2024, primarily for machinery and vineyard maintenance[22] - The group conducted scenario analysis to assess risks and opportunities related to climate change, enhancing transparency and risk mitigation strategies[15] Upcoming Events - The annual general meeting for the fiscal year 2025 is scheduled for May 22, 2025[74]
长江生命科技(00775) - 2024 - 中期财报
2024-08-28 09:19
Interim Report 2024 (Incorporated in the Cayman Islands with limited liability) (Stock Code: 0775) CK Life Sciences Int'l., (Holdings) Inc. Enhancing Everyday Wellness Interim Report 2024 二零二 四年度中期報告 (於開曼群島註冊成立的有限公司) (股份代號:0775) 提升 健康生活 2024 中期報告 此 二 零 二 四 年 度 中 期 報 告( 英 文 及 中 文 版 )(「 中 期 報 告 」)已 於 本 公 司 網 站 (https://www.ck-lifesciences.com)及香港交易及結算所有限公司網站(https://www.hkexnews.hk) 登載。 股東如欲收取本公司之公司通訊(包括但不限於中期報告)印刷本,謹請按照本公司網 站「投資者關係」欄目下的「發佈公司通訊」內之指示填妥相關要求表格,並將填妥之表 格交回本公司股份登記分處香港中央證券登記有限公司。 股東之任何該等要求將於一年後失效。然而 ...