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盟科药业(688373.SH):新增生产商的康替唑胺原料药上市登记获得批准
Ge Long Hui A P P· 2025-09-01 11:35
Group 1 - The core point of the article is that Amgen Pharmaceutical (688373.SH) has received approval from the National Medical Products Administration for the registration of a new raw material supplier, Chongqing Boteng Pharmaceutical Technology Co., Ltd., for the production of its drug, Contizolam tablets [1] - Boteng's raw material for Contizolam can now be used for the commercial production of Contizolam tablets, which are a new generation of oxazolidinone antibiotics developed by the company [1] - Contizolam tablets are indicated for the treatment of complex skin and soft tissue infections [1]
盟科药业(688373) - 上海盟科药业股份有限公司自愿披露关于新增生产商的康替唑胺原料药上市登记获得批准的公告
2025-09-01 11:30
证券代码:688373 证券简称:盟科药业 公告编号:2025-035 上海盟科药业股份有限公司 自愿披露关于新增生产商的康替唑胺原料药 4. 登记状态:A 二、药品的相关情况 博腾生产的康替唑胺原料药可用于康替唑胺片的商业化生产。康替唑胺片 是公司自主设计和开发的新一代噁唑烷酮类抗菌药,可用于治疗复杂性皮肤和 软组织感染等。 上市登记获得批准的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: 上海盟科药业股份有限公司(以下简称"公司")产品康替唑胺片生产用 原料药新增生产商重庆博腾制药科技股份有限公司(以下简称"博腾")生产 的康替唑胺原料药上市登记,已于近日获得国家药品监督管理局批准,并在国 家药品监督管理局药品审评中心"信息公开"栏"原辅包登记信息"项下公示, 具体情况如下: 一、原料药登记信息 1. 品种名称:康替唑胺 2. 登记号:Y20240000304 3. 生产商:重庆博腾制药科技股份有限公司 三、对公司的影响 1 上述原料药上市登记获得批准,表明博腾生产的该原料药已符合国家相关 药品审 ...
盟科药业8月29日获融资买入868.48万元,融资余额8920.22万元
Xin Lang Zheng Quan· 2025-09-01 02:16
8月29日,盟科药业涨0.84%,成交额1.03亿元。两融数据显示,当日盟科药业获融资买入额868.48万 元,融资偿还826.56万元,融资净买入41.93万元。截至8月29日,盟科药业融资融券余额合计8920.22万 元。 融资方面,盟科药业当日融资买入868.48万元。当前融资余额8920.22万元,占流通市值的2.36%,融资 余额超过近一年90%分位水平,处于高位。 融券方面,盟科药业8月29日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年70%分位水平,处于较高位。 资料显示,上海盟科药业股份有限公司位于中国(上海)自由贸易试验区爱迪生路53号1幢1-4层101,2幢, 成立日期2012年8月7日,上市日期2022年8月5日,公司主营业务涉及一家以治疗感染性疾病为核心,拥 有全球自主知识产权和国际竞争力的创新药企业,致力于发现、开发和商业化针对未满足临床需求的创 新药物。主营业务收入构成为:康替唑胺片100.00%。 截至6月30日,盟科药业股东户数1.44万,较上期增加14.23%;人均流通股25342股,较上期 ...
盟科药业(688373):2025年半年报点评:MRX-4针剂获得NDA受理,精细化管理改善运营现金流
EBSCN· 2025-08-27 07:20
Investment Rating - The report maintains a "Buy" rating for the company [4]. Core Insights - The company reported a revenue of 66.97 million yuan for the first half of 2025, representing a year-over-year increase of 10.26%. The net profit attributable to the parent company was a loss of 139 million yuan, an improvement from a loss of 201 million yuan in the same period last year. The gross margin increased by 3.28 percentage points to 84.79%, with effective cost control contributing to better-than-expected performance [3][4]. - The core product, Contizolam tablets, is expanding its market presence, covering 580 hospitals nationwide, with 180 hospitals officially approved for bulk procurement. Additionally, 11 post-marketing research projects are underway to explore the clinical efficacy of Contizolam in various infection scenarios [3]. - The water-soluble prodrug MRX-4 completed its Phase III clinical trial in China by the end of 2024 and successfully received NDA acceptance in the first half of 2025. It is expected to be approved for market by the end of 2026, which will significantly enhance the company's sales potential [3]. Financial Performance - The company achieved a net cash outflow from operating activities of 121 million yuan in the first half of 2025, a reduction of 108 million yuan compared to the same period last year. The company has effectively managed expenses, with sales expenses decreasing by 7.97%, management expenses by 4.62%, and research and development expenses by 29.94% [4]. - The revenue projections for 2025 to 2027 have been revised upward, with expected net losses of 241 million yuan, 205 million yuan, and 121 million yuan respectively, compared to previous estimates of 377 million yuan, 288 million yuan, and 187 million yuan [4]. Profitability and Valuation - The company is positioned uniquely in the antibacterial drug sector, with a projected revenue growth rate of 28.34% in 2025, 42.55% in 2026, and 44.39% in 2027. The estimated net profit margins are expected to improve gradually over the forecast period [5][10]. - The report provides a summary of key financial metrics, including projected revenues and net profits, indicating a gradual recovery in profitability despite ongoing losses [5][10].
盟科药业跌4.4% 2022年上市即巅峰募10.6亿元
Zhong Guo Jing Ji Wang· 2025-08-26 08:20
Core Viewpoint - Mengke Pharmaceutical (688373.SH) is currently experiencing a decline in stock price, closing at 7.38 yuan with a drop of 4.40%, resulting in a total market capitalization of 4.838 billion yuan, indicating the stock is in a state of loss since its IPO [1] Group 1: IPO Details - Mengke Pharmaceutical was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 5, 2022, with an initial public offering (IPO) of 130 million shares at a price of 8.16 yuan per share [1] - The stock reached a peak price of 14.20 yuan on its first trading day, marking the highest price since its listing [1] - The total funds raised from the IPO amounted to 1.0608 billion yuan, with a net amount of 959.7279 million yuan after deducting issuance costs, which was 290.1495 million yuan less than the original plan [1] Group 2: Fund Allocation - The company initially planned to raise 1.2498774 billion yuan, which was intended for innovative drug research and development, marketing channel upgrades, academic promotion projects, and to supplement working capital [1] - The total issuance costs for the IPO were 101.0721 million yuan, with underwriting and sponsorship fees accounting for 79.0296 million yuan [1]
上海盟科药业股份有限公司 股东询价转让定价情况提示性公告
Group 1 - The initial transfer price determined for the share transfer is 6.57 yuan per share based on the inquiry conducted on August 22, 2025 [2][3] - The transfer process will include an additional subscription procedure, with the deadline for this process set no later than September 4, 2025 [3] - The transfer does not involve a change in company control and will not affect the company's governance structure or ongoing operations [3] Group 2 - The announcement confirms that the information provided by the transferors is accurate and complete, and they bear legal responsibility for any misrepresentation [1][4] - The final results of the share transfer will depend on the processing by the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [3]
杨东、赵军、董承非、冯柳……持仓揭秘!
Group 1: Market Trends and Investment Movements - Notable private equity fund managers have recently revealed their portfolio adjustments, with over 60 listed companies appearing in the top ten shareholders of billion-level private equity products, totaling a market value exceeding 26 billion yuan [1][9] - The market is perceived to be in the early stages of a trend-driven upward movement, with liquidity driving the market and fundamental factors expected to take over [1][11] - The focus of private equity managers includes sectors such as electronics, pharmaceuticals, and public utilities, indicating a strategic interest in companies aligned with China's economic transformation [1][8] Group 2: Specific Company Insights - NINGQUAN Asset increased its stake in Zhouming Technology by 816,000 shares in Q2, bringing its total holdings to 8.11 million shares, valued at nearly 0.6 million yuan [2][4] - Zhouming Technology reported a revenue of 3.658 billion yuan for the first half of the year, reflecting a year-on-year growth of 7.38%, and a net profit of 121 million yuan, up 20.61% [3][4] - Yang Jie, a fund manager, has shown interest in Yangjie Technology, which reported a revenue of 3.455 billion yuan, a 20.58% increase, and a net profit of 601 million yuan, up 41.55% [5][6] Group 3: Sector Preferences - The electronics and pharmaceutical sectors are favored by billion-level private equity funds, with nine stocks in electronics and eight in pharmaceuticals being heavily weighted [9][11] - The healthcare sector is also a significant focus, with private equity funds increasing their stakes in companies like Taiji Group and Mengke Pharmaceutical, which are involved in modern medicine and innovative biopharmaceuticals, respectively [9][10]
盟科药业: 上海盟科药业股份有限公司股东询价转让定价情况提示性公告
Zheng Quan Zhi Xing· 2025-08-22 17:04
Group 1 - The initial transfer price determined for the share transfer is 6.57 CNY per share based on the inquiry from institutional investors on August 22, 2025 [1][2] - The transfer process will include an additional subscription procedure, with the deadline for additional subscriptions no later than September 4, 2025 [1] - The share transfer does not involve any change in the company's control and will not affect the company's governance structure or ongoing operations [2]
盟科药业(688373) - 上海盟科药业股份有限公司股东询价转让定价情况提示性公告
2025-08-22 10:51
一、本次询价转让初步定价 证券代码:688373 证券简称:盟科药业 公告编号:2025-034 上海盟科药业股份有限公司 股东询价转让定价情况提示性公告 JSR Limited 和 Best Idea International Limited(以下合称"出让方")保证向 上海盟科药业股份有限公司(以下简称"公司")提供的信息内容不存在任何虚 假记载、误导性陈述或者重大遗漏,并对其真实性、准确性和完整性依法承担法 律责任。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 根据 2025 年 8 月 22 日询价申购情况,初步确定的本次询价转让价格为 6.57 元/股。 (一)经向机构投资者询价后,初步确定的转让价格为 6.57 元/股。 (二)经出让方与组织券商协商,一致决定启动追加认购程序,追加认购截 止时间不晚于 2025 年 9 月 4 日。 二、风险提示 (一)本次询价转让受让方及受让股数仅为初步结果,尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 上海分公司最终办理结果为准。 (二)本次询价转让不涉及公司控制权变更,不会 ...
破发股盟科药业2发起人股东拟询价转让 上市后连亏3年
Zhong Guo Jing Ji Wang· 2025-08-22 02:35
Core Viewpoint - The company Mengke Pharmaceutical (688373.SH) has announced a share transfer plan involving major shareholders JSR Limited and Best Idea International Limited, with a total of 22,946,192 shares to be transferred, representing 3.50% of the company's total equity [1] Group 1: Share Transfer Details - The share transfer is a non-public transfer and will not occur through centralized bidding or block trading, thus not classified as a secondary market reduction [1] - The transferees must be institutional investors with appropriate pricing capabilities and risk tolerance [1] - The shares acquired through this transfer cannot be sold within six months after the transfer [1] Group 2: Shareholder Information - JSR Limited and Best Idea International Limited are the third and fourth largest shareholders of Mengke Pharmaceutical, respectively [1] - The top ten shareholders include Genie Pharma (10.92%), MicuRx (HK) Limited (10.79%), Best Idea International Limited (10.49%), and JSR Limited (5.88%) [2] Group 3: Financial Performance - Mengke Pharmaceutical has been publicly listed on the Shanghai Stock Exchange since August 5, 2022, with an initial public offering (IPO) price of 8.16 yuan per share [3] - The company has reported continuous losses for three and a half years, with revenues of 48.21 million yuan, 90.77 million yuan, and 130 million yuan from 2022 to 2024, and net losses of 220 million yuan, 421 million yuan, and 441 million yuan during the same period [4] - In the first half of 2025, the company reported a revenue of 66.97 million yuan, a year-on-year increase of 10.26%, but still a net loss of 139 million yuan [4]