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贝达药业:公司一贯重视与合作伙伴的协作关系
Zheng Quan Ri Bao· 2025-11-06 07:37
(文章来源:证券日报) 证券日报网讯贝达药业11月6日在互动平台回答投资者提问时表示,公司一贯重视与合作伙伴的协作关 系,目前双方已就里程碑付款进行相关的沟通和交流。对于该类日常经营事项,双方一直保持顺畅的沟 通,会实事求是、妥善处理。 ...
贝达药业:本次发行所募集资金在扣除发行费用后全部用于公司
Zheng Quan Ri Bao· 2025-11-06 07:06
(文章来源:证券日报) 证券日报网讯贝达药业11月6日在互动平台回答投资者提问时表示,本次发行所募集资金在扣除发行费 用后全部用于公司,可能包括(但不限于)用于在研管线的研发活动提供支持、为开拓管线而进行的潜 在的收购以及进一步开拓创新生态圈、营销网络建设及重点治疗领域市场拓展、营运资金及其他一般公 司用途。 ...
贝达药业(300558.SZ):公司团队正加紧准备恩沙替尼申报材料 尽快递交新增适应症的NDA申请
Ge Long Hui· 2025-11-06 06:59
格隆汇11月6日丨贝达药业(300558.SZ)在投资者互动平台表示,恩沙替尼用于ALK阳性NSCLC术后辅助 治疗的药物临床试验期中数据分析显示阳性结果,达到预设的主要研究终点,公司团队正加紧准备申报 材料,尽快递交新增适应症的NDA申请。 ...
贝达药业:公司产品恩沙替尼已在美国正式商业化落地
Mei Ri Jing Ji Xin Wen· 2025-11-06 04:31
贝达药业(300558.SZ)11月6日在投资者互动平台表示,公司产品恩沙替尼已在美国正式商业化落地, 也已按照销售区域的法规、商业惯例组建了所需的团队,目前销售工作正在顺利推进中。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司有专门营销团队负责海外营销推广吗?比如在美 的子公司是否有营销人员推广? ...
贝达药业:公司团队正加紧准备申报材料,尽快递交恩沙替尼新增适应症的NDA申请
Mei Ri Jing Ji Xin Wen· 2025-11-06 04:18
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问恩莎替尼的术后辅助适应症为何迟迟没有提交上 市?按这个节奏能否赶上明年的国谈? 贝达药业(300558.SZ)11月6日在投资者互动平台表示,公司团队正加紧准备申报材料,尽快递交恩沙 替尼新增适应症的NDA申请。 ...
贝达药业:公司第四代EGFR抑制剂BPI-361175因项目价值不明显,已暂缓开发
Mei Ri Jing Ji Xin Wen· 2025-11-06 04:18
贝达药业(300558.SZ)11月6日在投资者互动平台表示,公司第四代EGFR抑制剂BPI-361175因项目价 值不明显,已暂缓开发。对于肺癌治疗领域的用药,公司目前有MCLA-129、CFT8919项目正在临床研 究中,公司会集中资源,聚焦研究,尽早取得新药项目的开发进展。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:贵公司的第四代肺癌靶向药研发进展如何?是否可以 详细介绍一下有关情况? ...
贝达药业:BPI-572270是一款分子胶抑制剂,目前该项目正推进提交临床研究申请(IND)准备工作
Mei Ri Jing Ji Xin Wen· 2025-11-06 03:43
(记者 王晓波) 贝达药业(300558.SZ)11月6日在投资者互动平台表示,BPI-572270是一款分子胶抑制剂,目前该项目 正在推进提交临床研究申请(IND)的准备工作。CFT8919片是一种具有口服生物利用度的变构 BiDAC™ 降解剂,CFT8919项目目前在临床Ⅰ期研究中。 每经AI快讯,有投资者在投资者互动平台提问:公司的分子胶和降解剂项目何时可以申报临床? ...
贝达药业:对于肺癌治疗领域的持续用药品种,目前有MCLA-129、CFT8919项目正在临床研究中
Mei Ri Jing Ji Xin Wen· 2025-11-06 00:46
每经AI快讯,有投资者在投资者互动平台提问:公司布局的第四代肺肿瘤靶向药有什么项目? (记者 王瀚黎) 贝达药业(300558.SZ)11月6日在投资者互动平台表示,对于肺癌治疗领域的持续用药品种,公司目前 有MCLA-129、CFT8919项目正在临床研究中,公司会集中资源,聚焦研究,尽早取得新药项目的开发 进展。同时,鉴于创新药开发的不确定性,公司也有成熟的评估机制动态评价项目价值,及时调整,做 好公司管线妥善布局和研发资源高效利用。 ...
贝达药业:目前,公司上市产品已达八款
Mei Ri Jing Ji Xin Wen· 2025-11-06 00:46
每经AI快讯,有投资者在投资者互动平台提问:购买了贵公司股票,既没有赚取牛市应有的利润,也 没得到丰厚的分红,请问贵公司计划如何让投资者受益? (记者 王晓波) 贝达药业(300558.SZ)11月6日在投资者互动平台表示,公司自上市以来坚持创新发展,产品管线逐步 成长,公司营收、净资产等不断增长,同时公司实施稳定的现金分红股利政策,与投资者分享企业成长 的价值。目前,公司上市产品已达八款,得益于药品销量的增长以及新产品的逐步放量,2025年1-9月 实现营业收入27.17亿元,同比增长15.90%;公司息税折旧摊销前利润(EBITDA)达到8.6亿元,同比 增长20.15%,体现了公司良好的发展势头。 ...
西部证券晨会纪要-20251105
Western Securities· 2025-11-05 02:18
Group 1: China Jushi (600176.SH) - The company achieved a revenue of 139.04 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 19.53% [6] - The net profit attributable to shareholders reached 25.68 billion yuan, up 67.51% year-on-year, with a non-recurring net profit of 26.12 billion yuan, increasing by 125.91% [6][9] - The company is expected to achieve net profits of 34.91 billion, 41.07 billion, and 46.48 billion yuan from 2025 to 2027, driven by the recovery of fiberglass prices and demand from various downstream sectors [9] Group 2: Transsion Holdings (688036.SH) - The company reported a revenue of 204.66 billion yuan in Q3 2025, a year-on-year increase of 22.60%, while the net profit attributable to shareholders was 9.35 billion yuan, down 11.06% year-on-year [11] - The company is expected to achieve revenues of 694.0 billion, 751.7 billion, and 871.6 billion yuan from 2025 to 2027, with net profits of 38.2 billion, 56.7 billion, and 70.8 billion yuan respectively [13] Group 3: Tonglian Precision (688210.SH) - The company reported a revenue of 2.4 billion yuan in Q3 2025, a year-on-year increase of 5.75%, while the net profit attributable to shareholders was 884,000 yuan, down 91.67% year-on-year [15] - The company is expected to achieve revenues of 11.4 billion, 15.5 billion, and 21.1 billion yuan from 2025 to 2027, with net profits of 1.0 billion, 1.9 billion, and 2.9 billion yuan respectively [17] Group 4: Topband Co., Ltd. (002139.SZ) - The company achieved a revenue of 26.9 billion yuan in Q3 2025, a slight increase of 0.1% year-on-year, while the net profit attributable to shareholders was 900 million yuan, down 44.7% year-on-year [18] - The company is expected to achieve net profits of 6.2 billion, 8.5 billion, and 10.8 billion yuan from 2025 to 2027 [19] Group 5: Inspur Information (000977.SZ) - The company reported a revenue of 1206.69 billion yuan in the first three quarters of 2025, a year-on-year increase of 45%, with a net profit of 14.82 billion yuan, up 15% year-on-year [25] - The company is expected to achieve net profits of 26.38 billion, 37.31 billion, and 47.77 billion yuan from 2025 to 2027 [26] Group 6: Benda Pharmaceutical (300558.SZ) - The company achieved a revenue of 27.17 billion yuan in the first three quarters of 2025, a year-on-year increase of 15.90%, while the net profit attributable to shareholders was 3.17 billion yuan, down 23.86% year-on-year [28] - The company is expected to achieve revenues of 35.50 billion, 43.71 billion, and 53.09 billion yuan from 2025 to 2027, with net profits of 5.73 billion, 7.21 billion, and 8.56 billion yuan respectively [29] Group 7: XWANDA (300207.SZ) - The company reported a revenue of 435.34 billion yuan in the first three quarters of 2025, a year-on-year increase of 13.73%, with a net profit of 14.05 billion yuan, up 15.94% year-on-year [35] - The company is expected to achieve net profits of 21.83 billion, 30.29 billion, and 40.31 billion yuan from 2025 to 2027 [37] Group 8: YH Technology (688080.SH) - The company achieved a revenue of 2 billion yuan in Q3 2025, a year-on-year increase of 34.5%, with a net profit of 400 million yuan, up 17.5% year-on-year [39] - The company is expected to achieve net profits of 1.5 billion, 2 billion, and 2.6 billion yuan from 2025 to 2027 [40] Group 9: Zhongji Xuchuang (300308.SZ) - The company reported a revenue of 102.2 billion yuan in Q3 2025, a year-on-year increase of 56.8%, with a net profit of 31.4 billion yuan, up 125% year-on-year [42] - The company is expected to achieve net profits of 107 billion, 205 billion, and 268 billion yuan from 2025 to 2027 [43] Group 10: Dongfang Tower (002545.SZ) - The company achieved a revenue of 33.92 billion yuan in the first three quarters of 2025, a year-on-year increase of 9.05%, with a net profit of 8.28 billion yuan, up 77.57% year-on-year [44] - The company is expected to achieve net profits of 12.68 billion, 14.46 billion, and 17.19 billion yuan from 2025 to 2027 [46]