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思路迪医药股份拟与楷拓生物联手推进tLNP递送in vivo CAR-T/NK疗法研发
Zhi Tong Cai Jing· 2025-08-20 14:57
Core Viewpoint - The announcement highlights a strategic cooperation agreement between Sillodic Pharmaceuticals and Kaito Bio, focusing on the development of mRNA-based therapies utilizing Sillodic's proprietary AI+mRNA research platform and lipid nanoparticle delivery system [1] Group 1: Strategic Cooperation - Sillodic Pharmaceuticals entered into a strategic cooperation framework agreement with Kaito Bio on August 20, 2025 [1] - The collaboration aims to leverage Sillodic's self-developed AI+mRNA research platform and lipid nanoparticle delivery system (3D-LNP) alongside Kaito Bio's expertise in large-scale mRNA production [1] - The partnership will enhance cooperation in targeted LNP delivery (tLNP), tumor vaccines, and in vivo CAR-T/NK therapies, with specific implementations to follow in formal agreements [1] Group 2: Technological Advancements - Sillodic Pharmaceuticals has established a globally recognized mRNA technology platform and LNP delivery system [1] - The mRNA technology platform is built on advanced AI technology, featuring a multi-module tumor vaccine analysis platform (3D-PreciseAg) that supports extensive antigen multi-omics analysis and optimal tumor antigen selection [1] - The AI-enhanced LNP delivery technology platform allows for the screening of thousands of compounds through AI algorithms, resulting in various LNP products that improve delivery efficiency and targeting of mRNA tumor vaccines and in vivo CAR-T/NK therapies while significantly reducing toxicity [1]
思路迪医药股份(01244)拟与楷拓生物联手推进tLNP递送in vivo CAR-T/NK疗法研发
智通财经网· 2025-08-20 14:55
Group 1 - The core viewpoint of the news is that Sidodi Pharmaceutical has entered into a strategic cooperation framework agreement with Kaito Bio to enhance their collaboration in the mRNA field, leveraging their respective strengths in AI+mRNA research and large-scale mRNA production [1] - The collaboration will focus on targeted LNP delivery, tumor vaccines, and in vivo CAR-T/NK therapies, indicating a significant step in Sidodi Pharmaceutical's commitment to mRNA research and development [1] - This partnership aims to provide robust capacity support for the clinical development and future commercialization of innovative therapies based on mRNA-LNP technology [1] Group 2 - Sidodi Pharmaceutical has established a globally recognized mRNA technology platform and LNP delivery system, which is built on advanced AI technology [2] - The mRNA technology platform includes a multi-module tumor vaccine analysis platform (3D-PreciseAg) that supports extensive antigen multi-omics analysis and the selection of tumor antigens [2] - The company possesses an AI-enhanced LNP delivery technology platform that utilizes AI algorithms to screen thousands of compounds, improving the delivery efficiency and targeting of mRNA tumor vaccines and in vivo CAR-T/NK therapies while significantly reducing toxicity [2]
思路迪医药股份(01244) - 自愿性公告 思路迪医药与楷拓生物联手推进tLNP递送in vivo...
2025-08-20 14:42
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 3D Medicines Inc. 思路迪医药股份有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1244) 本公司欣然宣布,思路迪醫藥於2025年8月20日與楷拓生物訂立戰略合作框架協 議(「該協議」)。 根據該協議,雙方將基於思路迪醫藥的自研具有自有知識產權的AI+mRNA研發 平台和脂質體遞送系統(3D-LNP),與楷拓生物的mRNA規模化生產優勢和經驗, 深化靶向LNP遞送(tLNP)、腫瘤疫苗、in vivo CAR-T/NK等領域的合作。具體實 施將依據後續正式協議落實。此次合作標誌着思路迪醫藥正不斷加速布局mRNA 領域研究,為基於mRNA-LNP技術的創新療法產品後續臨床開發以及未來商業化 提供堅實的產能保障。 思路迪醫藥目前已建立起擁有全球自主知識產權的mRNA技術平台及LNP遞送系 統平台。該mRNA技術平台是基於目前先進的AI技術構建的多模塊腫瘤疫苗分析 平台(3D-Pre ...
思路迪医药股份(01244) - 董事会会议召开日期
2025-08-19 08:48
董事會會議召開日期 思路迪医药股份有限公司(「本公司」)董事會(「董事會」)宣佈,本公司將於2025 年8月29日(星期五)舉行董事會會議,藉以(其中包括)批准本公司及其附屬公司 截至2025年6月30日止六個月的未經審核之中期業績公告,以及考慮派發中期股 息(如有)。 承董事會命 思路迪医药股份有限公司 董事長兼執行董事 龔兆龍博士 香港,2025年8月19日 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 3D Medicines Inc. 思路迪医药股份有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1244) 於本公告日期,本公司董事會成員包括執行董事龔兆龍博士,非執行董事朱晉橋 先生、周峰先生及陳雅雯女士,及獨立非執行董事李靖博士、連達鵬博士及劉信 光先生。 ...
生物科技股多数下跌,云康集团跌超14%,腾盛博药跌超8%
Ge Long Hui· 2025-08-19 07:29
Group 1 - The majority of Hong Kong biotech stocks experienced declines, with notable drops in several companies [1] - Specifically, Gilead Sciences fell by 15.06%, while Yunkang Group and Pigeon BioPharma dropped over 14% and 9% respectively [2] - Other companies such as China Antibody and Jiahua Bio also saw declines exceeding 7% [1][2] Group 2 - The latest market prices and total market capitalizations for the affected companies include: - Gilead Sciences at 15.510 with a market cap of 14.946 billion - Yunkang Group at 2.300 with a market cap of 1.429 billion - Pigeon BioPharma at 31.760 with a market cap of 12.258 billion - Tengsheng BioPharma at 2.210 with a market cap of 1.590 billion - China Antibody at 3.210 with a market cap of 4.371 billion - Jiahua Bio at 4.460 with a market cap of 2.347 billion [2]
港股生物科技股多数下跌,云康集团跌超14%,腾盛博药跌超8%
Ge Long Hui A P P· 2025-08-19 06:10
Summary of Key Points Core Viewpoint - The Hong Kong biotechnology sector experienced a significant decline, with most stocks falling sharply, indicating a bearish trend in the market [1]. Company Performance - **Gilead Sciences (歌礼制药-B)**: Decreased by 15.06%, latest price at 15.510, market cap at 14.946 billion [2]. - **Yunkang Group (云康集团)**: Fell by 14.18%, latest price at 2.300, market cap at 1.429 billion [2]. - **PAG Pharmaceuticals (派格生物医药-B)**: Dropped by 9.15%, latest price at 31.760, market cap at 12.258 billion [2]. - **Tengsheng Boao (腾盛博药-B)**: Declined by 8.30%, latest price at 2.210, market cap at 1.590 billion [2]. - **China Antibody (中国抗体-B)**: Decreased by 7.49%, latest price at 3.210, market cap at 4.371 billion [2]. - **Jiahua Biotech (嘉和生物-B)**: Fell by 7.08%, latest price at 4.460, market cap at 2.347 billion [2]. - **Sillod Pharmaceuticals (思路迪医药股份)**: Dropped by 6.06%, latest price at 7.910, market cap at 2.042 billion [2]. - **Tiger Med (泰格医药)**: Decreased by 5.73%, latest price at 54.250, market cap at 46.711 billion [2]. - **Kangji Medical (加科思-B)**: Fell by 5.69%, latest price at 8.120, market cap at 6.404 billion [2]. - **WuXi AppTec (药明巨诺-B)**: Dropped by 5.14%, latest price at 5.720, market cap at 2.382 billion [2]. - **Three Leaf Clover Biotech (三叶草生物-B)**: Decreased by 5.13%, latest price at 0.740, market cap at 0.960 billion [2]. - **Yiming Oncology (宜明昂科-B)**: Fell by 4.76%, latest price at 12.810, market cap at 5.218 billion [2]. - **Junshi Biosciences (君实生物)**: Decreased by 4.69%, latest price at 34.540, market cap at 35.462 billion [2]. - **Zhonghui Biotech (中慧生物-B)**: Fell by 4.39%, latest price at 51.150, market cap at 20.125 billion [2]. - **Zhaoyan New Drug (昭衍新药)**: Decreased by 4.38%, latest price at 23.140, market cap at 17.343 billion [2].
思路迪医药股份(01244) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-06 09:14
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 思路迪医药股份有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01244 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000 | HKD | | 0.001 | HKD | | 500,000 | | 增加 / 減少 (-) | | | | | | | HKD | | 0 | | 本月底結存 | | | 500,000,000 | HKD | | 0.001 | HKD | | 500,000 | 第 1 頁 共 10 頁 v ...
智通港股52周新高、新低统计|7月30日
智通财经网· 2025-07-30 08:47
Summary of Key Points Core Viewpoint - As of July 30, a total of 160 stocks reached their 52-week highs, indicating a positive trend in the market, with notable performances from companies like Feiyang Group, LFG Investment Holdings, and Sillod Medical [1]. 52-Week Highs - Feiyang Group (01901) achieved a closing price of 0.320 with a peak of 0.385, marking a high rate of 37.50% - LFG Investment Holdings (03938) closed at 0.770, reaching a high of 0.820, with a high rate of 34.43% - Sillod Medical (01244) had a closing price of 7.180 and a peak of 7.860, resulting in a high rate of 23.20% [1]. Additional Notable Stocks - Other significant stocks that reached their 52-week highs include: - JAKS Resources B (01167) with a high rate of 19.38% - Chenlin Education (01593) at 18.47% - Lee's Pharmaceutical (00950) at 17.58% [1]. Market Trends - The overall trend shows a strong performance in various sectors, particularly in healthcare and technology, as evidenced by the high rates of stocks like Weichuang Medical (00853) and Ping An Good Doctor (01833) [1]. 52-Week Lows - Conversely, some stocks are experiencing declines, with notable mentions such as XI Ernan Samsung-U (09347) dropping by 9.76% and XI Ernan Samsung (07347) decreasing by 8.67% [5].
思路迪医药股份(01244.HK)7月30日收盘上涨12.54%,成交2191.26万港元
Jin Rong Jie· 2025-07-30 08:33
Company Overview - Sido Medical Co., Ltd. is an innovative pharmaceutical company focused on oncology and chronic disease treatment, with a vision to "help cancer patients live longer and better" [2] - The company has a product line of 12 innovative drugs with differentiated clinical value, 8 of which are in clinical development or commercialization stages [2] - The first subcutaneous PD-L1 single-domain antibody drug, Envida, has been approved for sale by the National Medical Products Administration [2] - The company utilizes its proprietary mRNA research platform and tumor genomic big data AI analysis platform to develop a series of mRNA products [2] - Sido Medical has established capabilities from drug discovery to clinical research, regulatory submission, and commercialization [2] Financial Performance - As of December 31, 2024, Sido Medical reported total revenue of 446 million yuan, a year-on-year decrease of 29.81% [1] - The net profit attributable to the parent company was -183 million yuan, an increase of 65.19% year-on-year [1] - The gross profit margin stood at 91.79%, and the debt-to-asset ratio was 42.14% [1] Market Performance - As of July 30, the Hang Seng Index fell by 1.36%, closing at 25,176.93 points [1] - Sido Medical's stock price closed at 7.18 HKD per share, up 12.54%, with a trading volume of 3.025 million shares and a turnover of 21.9126 million HKD, showing a volatility of 23.2% [1] - Over the past month, Sido Medical's stock has increased by 59.1%, and year-to-date, it has risen by 107.14%, outperforming the Hang Seng Index by 27.24% [1] Industry Valuation - The average price-to-earnings (P/E) ratio for the pharmaceutical and biotechnology industry is 2.73 times, with a median of 6.48 times [1] - Sido Medical's P/E ratio is -8.35 times, ranking 129th in the industry [1] - Comparatively, other companies in the industry have P/E ratios such as: - Qianjing Pharmaceutical (00858.HK): 1.37 times - Genscript Biotech (01548.HK): 1.76 times - Dongrui Pharmaceutical (02348.HK): 3.5 times - Jilin Changlong Pharmaceutical (08049.HK): 6.14 times - Dajiankang International (02211.HK): 6.83 times [1]
思路迪医药股份(01244.HK)7月7日收盘上涨18.39%,成交554.68万港元
Jin Rong Jie· 2025-07-07 08:33
Company Overview - Sido Medical Co., Ltd. is an innovative pharmaceutical company focused on oncology and chronic disease treatment, with a vision to "help cancer patients live longer and better" [2] - The company has a product line of 12 innovative drugs with differentiated clinical value, 8 of which are in clinical development or commercialization stages [2] - The first subcutaneous PD-L1 monoclonal antibody, Envida, has been approved for sale by the National Medical Products Administration [2] - The company utilizes its proprietary mRNA research platform and tumor genomic big data AI analysis platform to develop a series of mRNA products [2] - Sido Medical has established capabilities across drug discovery, preclinical research, clinical development, regulatory submission, and commercialization [2] Financial Performance - As of December 31, 2024, Sido Medical reported total revenue of 446 million yuan, a year-on-year decrease of 29.81% [1] - The company recorded a net profit attributable to shareholders of -183 million yuan, an increase of 65.19% year-on-year [1] - The gross profit margin stands at 91.79%, with a debt-to-asset ratio of 42.14% [1] Market Position and Valuation - The average price-to-earnings (P/E) ratio for the pharmaceutical and biotechnology industry is 1.96 times, with a median of 6.18 times [1] - Sido Medical's P/E ratio is -5.69 times, ranking 132nd in the industry [1] - Comparatively, other companies in the industry have P/E ratios such as: Qingdao Haier Biomedical (0.86), Kingsray Biotechnology (1.43), Dongrui Pharmaceutical (3.06), and Jilin Changlong Pharmaceutical (6.00) [1]