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资金踊跃入市A股市场热点纷呈牛股奔腾
Zheng Quan Shi Bao· 2025-07-18 17:18
本周,A股稳步上攻,创业板指创年内新高,深证成指也创4个月来新高,并逼近年内最高点,科创 50、中证500、中证1000等指数亦创阶段性新高。周成交温和放大至7.73万亿元,为3个月来最大周成交 量。 资金踊跃入市 稀土需求或快速增长 杠杆资金入市踊跃,绝大部分申万一级行业本周都获得融资净买入,其中计算机行业获得逾44亿元净买 入,电子行业获得逾30亿元净买入,机械设备行业、非银金融行业均获得超20亿元净买入,电力设备、 有色金属、医药生物、汽车等行业也获得超10亿元净买入。仅纺织服饰、商贸零售两个行业被小幅净卖 出。 另据Wind数据统计,电子、医药生物、汽车三个行业本周均获得超200亿元主力资金净流入,电力设 备、通信、计算机、有色金属等行业也获得超百亿元净流入,机械设备行业则连续10日获得净流入。非 银金融行业主力资金净流出逾83亿元,公用事业行业净流出逾34亿元,房地产、传媒、银行等行业也都 净流出超20亿元。 展望后市,太平洋证券指出,随着中美贸易谈判利好消息的出现(如英伟达芯片解禁、稀土出口部分放 开等),叠加"反内卷"带来的通胀止跌的期待,股涨债跌后续将持续。自指数向上变盘之后,银行、 AI、创 ...
创新药概念港股涨幅扩大 歌礼制药-B涨超17%
news flash· 2025-07-18 06:11
创新药概念港股午后涨幅扩大,歌礼制药-B涨超17%,乐普生物-B涨超14%,加科思-B涨超13%。 ...
港股生物医药股再度走强,乐普生物(02157.HK)、歌礼制药(01672.HK)均涨9%,加科思(01167.HK)、荃信生物(02509.HK)涨超7%。
news flash· 2025-07-18 02:45
港股生物医药股再度走强,乐普生物(02157.HK)、歌礼制药(01672.HK)均涨9%,加科思(01167.HK)、荃 信生物(02509.HK)涨超7%。 ...
歌礼制药:因化合物分子结构一致,石药集团附属公司对一项已获授权专利提出质疑
Cai Jing Wang· 2025-07-01 03:27
Core Viewpoint - The company has disclosed that it is currently undergoing a review by the USPTO regarding the validity of a patent held by its subsidiary, which has been challenged by a related company, CSPC Baike. The outcome of this review may have implications for the company's intellectual property rights and ongoing drug development efforts [1][2]. Group 1 - The review initiated by CSPC Baike questions the validity of a patent held by the company's subsidiary, which is currently under examination by the USPTO [1][2]. - The compound in question, Compound 1, is identical to CSPC Baike's Compound 10, but the company's patent application was submitted over three months earlier than CSPC's [1]. - The company has expressed confidence in the validity of its patent and is prepared to take necessary legal actions to defend its intellectual property rights if the review proceeds [2]. Group 2 - The patent in question is based on proprietary technology developed by the company and is currently being utilized in the research and development of its candidate drug ASC30 [2]. - The USPTO granted the patent to the company's subsidiary on February 25, 2025, based on its novelty and non-obviousness compared to existing technologies [2]. - The company asserts that the ongoing review does not currently impact its business operations or overall group performance [2].
速递|GLP-1药物专利战打响!石药向歌礼美国专利发起挑战
GLP1减重宝典· 2025-06-30 07:46
Core Viewpoint - The article discusses the ongoing patent dispute between Songlei and Conjupro Biotherapeutics, a subsidiary of CSPC Pharmaceutical Group, regarding the validity of a US patent held by Songlei, which is currently under review by the USPTO [1][3]. Group 1: Patent Dispute Details - On June 30, Songlei announced that it was informed on June 24 about Conjupro's request for a Post Grant Review at the USPTO, questioning the validity of specific claims in Songlei's US patent (Patent No: 12,234,236) [1]. - Conjupro's application for "Compound 10" is claimed to be structurally identical to Songlei's "Compound 1," with Songlei asserting that its patent application was submitted over three months prior to Conjupro's [1]. - As of the announcement, the review request is still under examination by the USPTO [1]. Group 2: Background and Implications - Songlei noted that it could not ascertain the specific reasons behind Conjupro's review request, but highlighted that Conjupro had previously sought global licensing discussions for the GLP-1R agonist Compound 1, which Songlei declined [3]. - The patent in question is based on proprietary technology developed by Songlei and is currently being utilized in the development of the candidate drug ASC30, with multiple related molecules protected under various patent systems [4]. - The USPTO officially granted the patent rights to Songlei on February 25, 2025, citing its innovation and non-obviousness compared to existing technologies [4].
歌礼制药-B(01672)专利遭石药挑战 公司称将全力捍卫
智通财经网· 2025-06-30 00:21
Core Viewpoint - The announcement highlights a patent review initiated by Conjupro Biotherapeutics, a subsidiary of CSPC Pharmaceutical Group, questioning the validity of a patent held by Gilead Sciences (China) Co., Ltd. [1][2] Group 1: Patent Review and Legal Context - CSPC's Conjupro Biotherapeutics has filed a review with the USPTO challenging the validity of Gilead's U.S. patent (Patent No. 12,234,236) claims 1-9, 12-17, and 21-25 [1] - The compound structure of CSPC's pending application (Compound 10) is identical to Gilead's patented Compound 1, which was granted by the USPTO on February 25, 2025 [2] - Gilead's management received a global licensing request from CSPC regarding the GLP-1R agonist Compound 1 in late March 2025, which Gilead declined [2] Group 2: Company Confidence and Current Operations - The company expresses confidence in the validity of its patent and is prepared to take necessary legal actions to defend its intellectual property if the review proceeds [3] - Currently, the review does not pose any potential impact on the group's operations, and the company will closely monitor the situation [3]
歌礼制药-B(1672.HK):创新管线登上ADA大会 公司后续发展值得期待
Ge Long Hui· 2025-06-27 00:23
Core Viewpoint - The company's ASC30 and ASC47 drugs showcased at the ADA conference have promising future prospects, with ASC30 demonstrating good pharmacokinetic characteristics and safety, while ASC47 shows potential for fat reduction and muscle gain in preclinical studies [1][2]. Event Summary - On June 18, the company announced the completion of the first dosing of subjects in the U.S. Phase I clinical trial for ASC50, an oral small molecule IL-17 inhibitor for psoriasis [1]. - On June 23, ASC30 and ASC47 were presented at the ADA conference, highlighting their clinical research data [1]. ASC30 Insights - The SAD study for ASC30 included 30 subjects divided into five groups with doses of 2mg, 5mg, 10mg, 20mg, and 40mg, showing a half-life of 30-55 hours for the 5-40mg groups, indicating favorable pharmacokinetic properties [1][2]. - The study reported that all side effects were mild to moderate, with no vomiting in the 2mg and 5mg groups, confirming the drug's controllable safety profile [2]. ASC47 Insights - Preclinical studies of ASC47 indicated its potential for fat reduction, muscle gain, and weight loss, particularly when combined with semaglutide in mouse models, showing a greater weight loss trend compared to the semaglutide-only group [2]. ASC50 Potential - ASC50 is positioned as a promising oral treatment for psoriasis, currently undergoing Phase I clinical trials in the U.S. The preclinical data suggest higher oral exposure, longer half-life, and strong efficacy, supporting its potential as a best-in-class oral medication [2]. Future Development Outlook - The company plans to continue advancing its core pipeline, with ASC30's oral Phase IIa study and ASC40's Phase III study expected to be completed by 2025, alongside the publication of ASC30's subcutaneous Phase Ib results [3]. - The focus remains on ASC30 and ASC47, with multiple pipeline developments anticipated in the coming years [3]. Financial Forecast - The core drugs ASC30 and ASC47 are in early development stages, showing excellent safety and efficacy in early clinical results. The company estimates a reasonable market value of HKD 19.29 billion, raising the target price to HKD 19.93, maintaining a "buy" rating [3].
异动盘点0618|乐华娱乐涨超24%,旗下潮玩创销售纪录;顺丰同城涨超5%;脑再生科技续涨超 30%; 比特币概念股普跌
贝塔投资智库· 2025-06-18 04:17
Group 1: Hong Kong Stocks - Lehua Entertainment (02306) surged over 24% due to strong market performance of its toy IP "WUKUKU," with multiple new products setting sales records and the theme song exceeding 1 billion views [1] - United Energy Group (00467) rose over 7% after signing a 15-year production increase contract with Uzbekistan's UNG, involving 57.8 billion cubic meters of oil and gas production, with an initial investment of $100 million to expand into Central Asia [1] - Smoore International (06969) fell over 3% as shareholder Yiwei Lithium Energy plans to reduce its stake by 3.5% (216 million shares), resulting in a decrease of its holding to 27.23%, no longer being the controlling shareholder [1] - New World Development (00200) dropped over 5% after completing a "2 for 1" rights issue, issuing 758 million shares and raising HKD 771 million, with oversubscription of 13 times [1] - Fourth Paradigm (06682) increased over 7% after launching AI solutions for the manufacturing industry, covering production optimization to supply chain intelligence upgrades [1] - Shandong High-Tech Holdings (00412) rose over 4% as Zhongtai Securities highlighted significant synergy between its new energy and digital infrastructure, with a data center PUE value of 1.15, enhancing financial integration [1] - KANAT Optical (02276) increased over 4% due to an explosion in the smart glasses market (e-commerce transactions up 8 times), with Meta collaborating with Oakley to launch AI glasses, positioning the company with leading 3C enterprises [1] Group 2: Other Notable Stocks - Sipai Health (00314) rose over 7% after partnering with Anruijiaer to develop customized insurance, planning to sell 6 pharmacies for 5.89 million to focus on core medical insurance business [2] - SF Express (09699) increased over 5% after raising its delivery service revenue cap for 2025/26 to HKD 12.8 billion / HKD 20.5 billion, with demand growth exceeding expectations [2] - Liufu Group (00590) fell over 3% as it projected a 40% decline in profits for the 2025 fiscal year, primarily due to gold hedging losses and high base effects from acquisition gains [2] - Zhenjiu Lidu (06979) rose over 4% after announcing Yao Annan as the "Cultural Heritage Ambassador" for liquor, leveraging Huawei-related topics to boost brand visibility [2] - Ideal Auto-W (02015) dropped over 4% as Meituan's Wang Xing sold 5.73 million shares for HKD 600 million, reducing his stake to 20.61% [2] - Health Road (02587) surged over 7% as its liver disease AI management platform was selected for Beijing's digital medical verification program, supporting WHO's "2030 Hepatitis Elimination" goal [2] - Gilead Sciences-B (01672) rose over 5% after its psoriasis oral drug ASC50 completed the first dosing in Phase I clinical trials in the U.S., targeting the IL-17 pathway [2] - China Silver Group (00815) increased over 10% after partnering with Zefeng Gold to acquire a 55% stake in a lead-zinc exploration company, gaining exploration rights over 50.8 square kilometers in Tibet [2] Group 3: U.S. Stocks - Verve Therapeutics (VERV.US) skyrocketed over 80% as Eli Lilly prepares to acquire the gene-editing company for up to $1.3 billion, with $1 billion as an upfront payment and $300 million contingent on specific clinical milestones [4] - Solar energy stocks plummeted, with Sunrun (RUN.US) down over 40%, Solaredge Technologies (SEDG.US) down over 41%, and First Solar (FSLR.US) down over 22%, following a Republican proposal in the U.S. Senate to terminate wind and solar tax credits by 2028, raising concerns about the industry's outlook [4] - Reddit (RDDT.US) rose over 6% after launching the AI advertising tool Reddit Insights, enhancing ad targeting through real-time user trend analysis [4] - Bitcoin-related stocks fell, with CleanSpark (CLSK.US) down over 7% and Riot Platforms (RIOT.US) down over 5%, as Bitcoin prices dropped nearly 2% to $105,580 amid escalating tensions in the Middle East and high leverage positions in the derivatives market [4] - AMD (AMD.US) continued to rise 0.56% after officially launching the Zen5 architecture Ryzen Threadripper processors, covering the workstation and desktop markets, with a market share close to 50% in China for Q1, although there are concerns about its cost-performance ratio [5] - Brain Regen Technologies (RGC.US) surged over 30% after announcing a 38-for-1 stock split, coupled with FDA clinical trial approval news, although its actual business has no revenue and a very small float, indicating significant retail speculation [6] - Jabil (JBL.US) rose over 8%, reaching a new all-time high of $202.5, with Q3 revenue increasing 15% year-on-year to $7.83 billion, raising its full-year revenue forecast to $29 billion and planning a $500 million investment to support AI data center infrastructure [6] - Niu Technologies (NIU.US) increased over 11% after launching its new NX Play electric motorcycle on Douyin, integrating a smart riding system to enhance user experience [6] - T-Mobile US (TMUS.US) fell nearly 4% as SoftBank sold 21.5 million shares at $224 each, a 3% discount, triggering market sell-off [6] - The pharmaceutical sector saw widespread declines, with Eli Lilly (LLY.US) down over 2% and Novo Nordisk (NVO.US) down over 3%, as concerns grew over the potential impact of the U.S. Senate tax bill on the industry, coupled with profit-taking ahead of some companies' earnings reports [6] - The gold sector declined, with Gold Fields (GFI.US) down over 2.1%, and spot gold fell 0.27% to $3,375.53, as easing tensions in the Middle East reduced safe-haven demand, alongside Citigroup's bearish long-term gold price forecast [7]
港股异动 | 歌礼制药-B(01672)再涨超18% 地尼法司他数据亮眼 公司将公布ASC30及ASC47研究结果
智通财经网· 2025-06-16 03:31
Group 1 - Company Gilead Sciences-B (01672) saw a significant stock increase of over 18%, currently trading at 10.96 HKD with a transaction volume of 79.907 million HKD [1] - Gilead announced that its oral small molecule fatty acid synthase (FASN) inhibitor, ASC40, achieved all primary, key secondary, and secondary endpoints in a Phase III clinical trial for moderate to severe acne [1] - Dongwu Securities highlighted that ASC40's clinical trial results are promising, indicating it may become an effective, patient-compliant, and safe treatment for acne, with plans to submit for regulatory approval in 2025 and potential revenue contribution in 2026 [1] Group 2 - Gilead will present early research data on its oral small molecule GLP-1 receptor agonist ASC30 and fat-targeting weight loss candidate ASC47 at the 85th American Diabetes Association (ADA) Scientific Sessions in Chicago [2] - ASC30 is noted as the only GLP-1 small molecule that can be administered both orally daily and via monthly subcutaneous injection, catering to diverse market needs [2] - ASC47 targets the THRβ receptor in fat cells and has potential for fat loss without muscle loss, being the first small molecule weight loss drug targeting THRβ, with Phase I SAD study data already released [2]
歌礼制药-B(01672)将在ADA第85届科学会议上以壁报形式报告口服小分子GLP-1R激动剂ASC30及脂肪靶向、减重不减肌候选药物ASC47的研究结果
智通财经网· 2025-06-09 00:14
Group 1 - Company announced that it will present early research data on oral small molecule GLP-1 receptor agonist ASC30 and fat-targeting weight loss candidate ASC47 at the 85th American Diabetes Association (ADA) Scientific Sessions in Chicago [1] - ASC30 is a clinical-stage small molecule GLP-1R agonist with unique properties allowing for both subcutaneous injection and oral tablet administration, protected by global compound patents until 2044 [1] - ASC47 is a self-developed fat-targeting, ultra-long-acting subcutaneous thyroid hormone receptor β (THRβ) selective small molecule agonist, showing dose-dependent high drug concentration in fat tissue [1] Group 2 - The ADA, established in 1940, is a leading non-profit organization focused on diabetes prevention and treatment, with its annual scientific sessions serving as a key industry benchmark [2] - The 85th ADA Scientific Sessions will take place from June 20 to 23 in Chicago, showcasing cutting-edge clinical practices and research directions in the diabetes field [2]