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重磅利好,突袭!刚刚,集体大涨!
券商中国· 2025-07-01 03:43
创新药板块,迎来重磅利好! 7月1日最新消息,国家医保局、国家卫生健康委印发《支持创新药高质量发展的若干措施》(以下简称《若干 措施》)。其中提出,支持医保数据用于创新药研发,鼓励商业健康保险扩大创新药投资规模,有针对性地加 强创新药在药品目录准入方面的政策指导。 组织实施创新药物研发国家科技重大专项,聚焦重大传染病、高发重大慢性病、儿童用药、罕见病等重点领 域,推动药物研发相关任务落地实施并完善多部门联动的支持机制。发挥国家医学中心和国家临床医学研究中 心作用,依托国家科技重大专项、重点研发计划等,支持医药企业、科研院所、医疗机构等开展以创新药研发 为导向的科研攻关。 在上述消息的刺激下,7月1日早盘,创新药概念股集体拉升,塞力医疗、贵州百灵涨停,舒泰神涨近12%,热 景生物涨近10%。 有券商指出,2025年预计是国内创新药授权出海的重要年份,技术创新+市场扩容引领创新药产业趋势行情, 持续看好后续催化与兑现。 创新药板块迎来重磅利好 自今年5月中旬以来,创新药概念股持续走强,虽然中途曾出现高位调整,但最近几个交易日又再度活跃起 来。7月1日早间,创新药板块再度拉升,截至中午收盘,塞力医疗、贵州百灵涨停, ...
一品红(300723) - 关于公司股东部分股份解除质押的公告
2025-06-23 08:00
证券代码:300723 证券简称:一品红 公告编号:2025-047 一品红药业集团股份有限公司 关于公司股东部分股份解除质押的公告 | | | | | | | | | 已质押股份情况 | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 直接 | 本次解除 | 本次解除 | 占其所 | 占公 | 直接持 | | 直接持股 | | | 股东 | 直接持股 | 持股 | 质押前质 | 质押后质 | 持股份 | 司总 | 股中已 | 占已质 | 中未质押 | 占未质 | | 名称 | 数量(股) | | 押股份数 | 押股份数 | | 股本 | 质押股 | 押股份 | | 押股份 | | | | 比例 | 量(股) | 量(股) | 比例 | 比例 | 份限售 | 比例 | 股份限售 | 比例 | | | | | | | | | 数量 | | 数量 | | | 广东 | | | | | | | | | | | | 广润 | 183,600,000 | 40.65% | 0 | 0 | 0 | ...
一品红(300723) - 关于全资子公司获得注射用唑来膦酸浓溶液注册证书的公告
2025-06-23 03:48
证券代码:300723 证券简称:一品红 公告编号:2025-046 药品注册标准编号:YBH13742025 一品红药业集团股份有限公司 关于全资子公司获得注射用唑来膦酸浓溶液注册证书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 一品红药业集团股份有限公司(以下简称"公司")全资子公司广州市联瑞 制药有限公司于近日收到国家药品监督管理局核准签发的关于注射用唑来膦酸 浓溶液的《药品注册证书》,现将有关事项公告如下: 一、药品注册证书主要信息 药品通用名称:注射用唑来膦酸浓溶液 英文名/拉丁名:Zoledronic Acid Concentrated Solution for Injection 主要成份:唑来膦酸 剂 型:注射剂 注册分类:化学药品 4 类 规 格:5ml:4mg(按 C5H10N2O7P2计) 药品有效期:24 个月 申请事项:药品注册(境内生产) 包装规格: 5 支/盒 处方药/非处方药:处方药 审批结论:根据《中华人民共和国药品管理法》及有关规定,经审查,本品 符合药品注册的有关要求,批准注册,发给药品注册证书。质量标准、说明书 ...
一品红(300723) - 关于公司股东部分股份质押的公告
2025-06-20 08:30
一品红药业集团股份有限公司(以下简称"公司")近日接到公司股东、董 事李捍东先生的通知,获悉李捍东先生所持有公司的股份部分被质押,现将有关 情况公告如下: 一、股东部分股份质押的基本情况 本次股东股票质押基本情况如下: 证券代码:300723 证券简称:一品红 公告编号:2025-045 一品红药业集团股份有限公司 关于公司股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 截至本公告披露之日,广润集团直接持有公司股份 183,600,000 股,占比 40.65%;吴美容女士直接持有公司股份 25,486,560 股,占比 5.64%;李捍雄先 生直接持有公司股份 24,840,000 股,占比 5.50%。此外,李捍雄先生还通过持 有广州市福泽投资管理中心(有限合伙)37.45%的出资份额间接持有公司股份 9,099,000 股,占比 2.01%。李捍东先生还通过持有广州市福泽投资管理中心(有 限合伙)31.11%的出资份额间接持有公司股份 7,560,000 股,占比 1.67%,合计 持有 21,198,463 股,占公司总股份的 ...
行业深度报告:MNC加速布局减重降糖千亿美金赛道,开启BD黄金窗口期
KAIYUAN SECURITIES· 2025-06-19 15:24
Investment Rating - The investment rating for the biopharmaceutical industry is "Positive" (maintained) [2] Core Insights - The GLP-1RA class of drugs, represented by Semaglutide and Tirzepatide, is rapidly expanding, creating a multi-billion dollar market opportunity. By 2031, global sales of GLP-1RA drugs are expected to exceed $150 billion, with significant growth anticipated in the weight loss market post-2025 [6][23] - Major multinational corporations (MNCs) are accelerating their entry into the weight loss and diabetes management market, with frequent high-value business development (BD) transactions. Notable acquisitions include Roche's $3.1 billion purchase of Carmot Therapeutics and Merck's acquisition of Hanmi Pharmaceutical's oral GLP-1 small molecule [25][28] - The development of oral and ultra-long-acting products is expected to enhance patient compliance, with ongoing research into both small molecule and peptide oral drugs. Companies like Eli Lilly and Novo Nordisk are leading in this area, with several domestic firms also showing strong potential for international expansion [30] Summary by Sections 1. MNC Accelerating Layout in Weight Loss and Diabetes Management - GLP-1RA drugs are experiencing rapid growth, with Semaglutide and Tirzepatide leading the market. In 2024, Semaglutide's global sales are projected to be approximately $29.2 billion, a year-on-year increase of about 38%, while Tirzepatide's sales are expected to reach $16.5 billion, growing by approximately 208% [16][17] - The market is currently dominated by Novo Nordisk and Eli Lilly, which together hold nearly 97% market share, indicating a duopoly in the sector [23][24] 2. Enhancing Patient Compliance through Oral and Ultra-Long-Acting Products - The development of oral GLP-1RA drugs is seen as a promising avenue to improve patient adherence, with ongoing research into both small molecule and peptide formulations. Companies like Eli Lilly and Novo Nordisk are at the forefront of this innovation [30] - Ultra-long-acting formulations are also being developed, significantly extending dosing intervals and simplifying treatment regimens, which is expected to further enhance patient compliance [7][30] 3. Multi-Target Drug Development and Combination Therapies - Multi-target weight loss drugs are being developed to overcome the limitations of single-target therapies, aiming to activate or inhibit multiple metabolic receptors for improved efficacy. Key targets include GIPR, GCGR, and AMYR [8][29] - Combination therapies that integrate special targets are anticipated to set new standards in weight loss treatment, focusing on fat reduction while preserving lean body mass [8][29] 4. Investment Recommendations - The report recommends several companies as potential investment opportunities, including Innovent Biologics, East China Pharmaceutical, and Boehringer Ingelheim, which are well-positioned in the weight loss and diabetes management sectors. Beneficiary companies include Heng Rui Medicine, Shijiazhuang Pharmaceutical Group, and others [9]
一品红: 关于公司股东部分股份解除质押的公告
Zheng Quan Zhi Xing· 2025-06-19 09:22
证券代码:300723 证券简称:一品红 公告编 号: 2025-044 一品红药业集团股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 一品红药业集团股份有限公司(以下简称"公司")近日接到公司股东、董 事李捍东先生的通知,获其所持有公司的部分股份解除质押,现将有关情况公告 如下: 一、股东部分股份解除质押的基本情况 本次股东股票解除质押基本情况如下: 是否为控股股 | | | 占其直接 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 东或第一大股 | 本次解除质押 | | 占公司 | | | | 总 | | 质权人/申 | | | | | | | | 所持股份 | | 起始日期 | | 解除 | | 日期 | | | | | | | | 称 | 东及其一致行 | 股份数量 | | 股本比 | | | | 例 | | 请人等 | | | | | | | | 比例 | | | | | | | 动人 | | | | | | | 招商证券 | | | | | | | | 李捍东 ...
一品红(300723) - 关于公司股东部分股份解除质押的公告
2025-06-19 08:30
证券代码:300723 证券简称:一品红 公告编号:2025-044 一品红药业集团股份有限公司 关于公司股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 一品红药业集团股份有限公司(以下简称"公司")近日接到公司股东、董 事李捍东先生的通知,获其所持有公司的部分股份解除质押,现将有关情况公告 如下: 一、股东部分股份解除质押的基本情况 本次股东股票解除质押基本情况如下: | 股东名 | 是否为控股股 东或第一大股 | 本次解除质押 | 占其直接 所持股份 | 占公司总 | 起始日期 | 解除日期 | 质权人/申 请人等 | | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 东及其一致行 动人 | 股份数量 | 比例 | 股本比例 | | | | | | | | | | 2023 年 7 | 2025 年 6 月 | 招商证券 | | 李捍东 | 是 | 2,300,000 | 16.86% | 0.51% | 月 5 日 | 18 日 | 股份有限 | | | | | | ...
一品红创新药“虚火”高悬:五年研发投入近11亿元仅资本化1300万元,学术推广费近50亿元难挽业绩颓势|创新药观察
Hua Xia Shi Bao· 2025-06-17 12:04
Core Viewpoint - The stock price of Yipinhong (300723.SZ) has seen significant fluctuations, with a notable increase of 51.54% from May 17 to June 16, 2025, driven by market interest in its innovative drug AR882, which is currently in Phase III clinical trials [2][4]. Financial Performance - In 2024, Yipinhong reported a net loss of 540 million yuan, a drastic decline of 392.52% compared to a profit in 2023 [6]. - The company's operating revenue fell to 1.45 billion yuan in 2024, down 42.07% from 2.503 billion yuan in 2023, primarily due to increased market competition and policy impacts leading to price reductions [7][8]. Business Segments - The core businesses of pediatric and chronic disease medications both experienced revenue and gross margin declines in 2024. Pediatric drug revenue was 936 million yuan, a decrease of 39.04% year-on-year, while chronic disease drug revenue was 370 million yuan, down 51.97% [9][11]. - The gross margin for pediatric drugs decreased by 12.19 percentage points, and for chronic disease drugs, it fell by 42.29 percentage points [12]. Non-Recurring Losses - Yipinhong's non-recurring losses amounted to 251.1 million yuan in 2024, a significant drop from a gain of 64.63 million yuan in 2023, primarily due to a 266 million yuan refund related to medical insurance violations and asset impairments [13]. Government Subsidies - The company received only 16.01 million yuan in government subsidies in 2024, a decline of 79.8% from 2023, indicating a significant reduction in revenue-related government support [14]. Sales and Marketing Expenses - Yipinhong's reliance on a single sales model, the academic promotion model, has led to high sales expense ratios, which were 44.88% in 2023 and 34.86% in 2024, compared to the industry average of 24.73% and 28.80% [19][20]. - Despite a significant increase in R&D expense ratio to 22.40% in 2024, actual R&D spending only rose by 24 million yuan to 325 million yuan [20][21]. R&D and Capitalization - Over the past five years, Yipinhong has spent nearly 1.1 billion yuan on R&D, but only 13 million yuan was capitalized last year, raising concerns about the uncertainty and risk associated with its R&D projects [21][22]. Market Outlook - The market's increasing competition and the company's reliance on a few products for revenue generation may weaken its resilience against market fluctuations, posing challenges for future performance [14][22].
一品红痛风创新药氘泊替诺雷(AR882)原创性研究亮相EULAR 2025年会
Zheng Quan Shi Bao Wang· 2025-06-17 04:13
Core Insights - The upcoming EULAR conference in Barcelona will showcase innovative research on the gout drug AR882 by Yipinhong, attracting over 130 countries' experts in rheumatology [1] - AR882 is a next-generation URAT1 inhibitor that promotes uric acid excretion and avoids renal toxicity, with a once-daily dosing regimen [1][2] - The drug has received Fast Track Designation from the FDA for gout stone research, potentially filling a gap in oral medications for gout stone treatment [1] Group 1 - AR882 is currently in global Phase III clinical trials, with over a thousand participants enrolled [2] - The drug demonstrates three breakthrough therapeutic effects: precise uric acid control, dissolution of gout stones, and safety without renal toxicity [2] - Clinical data shows that AR882 can significantly reduce uric acid crystal volume and achieve complete dissolution of at least one target gout stone [2][3] Group 2 - In an 18-month treatment period, AR882 showed good tolerability with no clinically significant adverse events or laboratory abnormalities [2] - Patients treated with AR882 maintained serum uric acid levels at clinically meaningful levels of less than 4 mg/dL [3] - The high response rate for complete dissolution of gout stones and rapid reduction in uric acid crystal volume indicates a significant improvement in patients' quality of life [2]
电子研究群也在聊创新药!有基金年内最高收益翻倍,公私募“顶流”大V“泼冷水”
Sou Hu Cai Jing· 2025-06-15 08:37
红星资本局6月15日消息,创新药板块持续演绎下,已有公募基金产品年内收益率超过100%。 截至6月13日收盘,汇添富旗下重仓港股创新药的汇添富香港优势精选,年内总收益达到103.67%,暂时位居基金业绩榜首。据wind统计,距离A股上半年收 官还剩半个月时间,把握住创新药行情的多只基金,年内业绩已经大幅跑赢其他赛道产品。 红星资本局注意到,随着创新药基金"霸屏"收益榜,一则"电子研究群也在聊创新药"的消息引发热议,不少投资者也在社交平台询问"还能上车吗?"对此, 基金经理内部也有不同观点。 医药主题基金"苦尽甘来" 年内首只"翻倍基"出炉 今年以来,历经四年深度调整的医药板块迎来曙光,不少医药主题基金表现亮眼。红星资本局根据wind数据不完全统计发现,截至6月13日,260只(仅计算 初始基金,下同)名称中带有"医"或"药"的基金中,228只年内取得正收益,占比为87.69%,有88只收益率超过30%,63只收益率过40%。 其中,创新药主题基金不仅领涨整个医药板块,而且领涨市场。6月13日晚公布的基金净值数据显示,由张韡管理的汇添富香港优势精选QDII基金,年内收 益率达到103.67%,成为年内首只"翻倍 ...