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5 Large Drug Stocks to Watch Despite Industry & Macro Headwinds
ZACKS· 2025-09-10 16:11
The drug and biotech sector is facing multiple headwinds. President Trump has warned of heavy tariffs, as high as 250%, on pharmaceutical imports. Trump’s repeated threats to impose tariffs on pharmaceutical imports are aimed at pushing American pharma companies to shift pharmaceutical production back to the United States, primarily from European and Asian countries. Trump has said that drugmakers have about one to one and a half years to bring production back to the United States before the new tariffs are ...
拜耳全球高管:中国正成为全球生物医药创新重要源头
Zhong Guo Xin Wen Wang· 2025-09-09 11:34
尤根·埃克哈特表示,对于全球的资本和研发而言,上海具有极大的吸引力。中新网记者陈静摄 1882年,拜耳公司首次进入中国市场,迄今已经超过140年。作为最早进入中国的跨国药企之一,拜耳 始终将中国视为全球创新的核心战略市场和重要增长引擎。多年来,拜耳持续推动在华开放式创新,携 手本土合作伙伴,推动中国本土研发和创新实力发挥全球价值。尤根·埃克哈特直言:"中国是我们全球 最重要的市场之一,也是我们最重要的一个创新策源地。" 中新网上海9月9日电 (记者陈静)"我们看到,中国正在成为全球生物医药创新的重要源头,中国创新具 备走向全球的巨大潜力。"拜耳处方药事业部全球业务发展与授权许可负责人尤根·埃克哈特(Juergen Eckhardt)博士9日对记者指出,"在过去一年,拜耳Co.Lab取得的成果不仅是平台自身成长的见证,也验 证了中国创新在全球的潜力。" 据悉,拜耳Co.Lab在华开幕一周年之际,拜耳Co.Lab创投联盟(Bayer Co.Lab AdVenture)在沪成立,这是 其全球首个链接风险投资机构;同期,拜耳Co.Lab与两家中国生物技术初创企业签约,进一步扩大该共 创平台在中国创新生态中的朋友圈。 ...
拜耳Co.Lab成立创投联盟 助力创新药企对接全球投融资网络
9月8日,拜耳打造的全球生命科学共创平台——拜耳Co.Lab宣布成立拜耳Co.Lab创投联盟(Bayer Co.Lab AdVenture),这是拜耳Co.Lab全球首个链接风险投资机构的平台。 拜耳Co.Lab上海2024年9月正式开幕,重点关注细胞和基因疗法、肿瘤以及新技术平台等前沿创新领 域。拜耳处方药事业部全球业务发展与授权许可负责人Juergen Eckhardt表示:"过去一年,拜耳Co.Lab 上海取得的成果不仅是平台自身成长的见证,也验证了中国创新在全球的潜力。我们看到,中国正在成 为全球生物医药创新的重要源头,中国创新具备走向全球的巨大潜力。" 据悉,拜耳Co.Lab创投联盟的首批合作方为上实资本、君联资本、IDG资本和康君资本。这四家投资机 构将立足国际化视野和本土化运作,为拜耳Co.Lab入驻企业提供行业洞察和专业化投资机会。 同时,宇道生物和翱路医药加入拜耳Co.Lab,此前,益杰立科、伊米诺康、锐正基因、凌泰氪生物和腾 砥生物等5家企业已正式入驻拜耳Co.Lab。随着宇道生物和翱路医药的加入,拜耳Co.Lab已有7家生物医 药初创企业入驻,形成了涵盖小分子、核酸药物、环肽药物、抗体平 ...
神龙拜耳光伏支架经销商
Sou Hu Cai Jing· 2025-09-07 04:29
Core Insights - The quality of photovoltaic brackets directly impacts the stability and lifespan of solar power systems [1] - Selecting a reliable distributor ensures product quality, technical support, and after-sales service [3] Group 1: Product Quality - High-quality photovoltaic brackets are typically made from high-strength aluminum alloy or hot-dip galvanized steel, offering good corrosion resistance and wind pressure resistance [3] - Important factors to consider include material thickness, surface treatment processes, and the design of connecting components, which determine the durability and adaptability of the brackets under various climatic conditions [3] Group 2: Distributor's Professional Capability - A reputable photovoltaic bracket distributor should not only provide compliant products but also possess professional technical consulting capabilities [3] - They should recommend suitable bracket types and installation plans based on installation environment and system requirements, and provide detailed product certification to ensure compliance with relevant standards [3] Group 3: After-Sales Service - After-sales service is crucial as various issues may arise during the installation and use of photovoltaic brackets [5] - Distributors that offer installation guidance, regular maintenance, and timely responses to customer needs can effectively prevent future complications [5] Group 4: Cost-Effectiveness Evaluation - Price is an important consideration when selecting a distributor, but it should not be the sole criterion [5] - High-quality products and services are often associated with reasonable pricing, and a comprehensive evaluation should consider product performance, distributor reputation, and after-sales support to ensure long-term investment value [5] Conclusion - Making informed decisions when selecting photovoltaic bracket distributors is essential for ensuring the efficient and stable operation of solar power systems [7]
Bayer's E.L.Y. Wins “AI-based AgTech Solution of the Year” In 2025 AgTech Breakthrough Awards Program
GlobeNewswire News Room· 2025-08-21 12:02
LOS ANGELES, Aug. 21, 2025 (GLOBE NEWSWIRE) -- AgTech Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies and products in the global agricultural and food technology markets, today announced that Bayer has been selected as the recipient of “AI-based AgTech Solution of the Year” for E.L.Y. in the 5th annual AgTech Breakthrough Awards program. Bayer’s E.L.Y. system harnesses generative AI to equip sales teams, agronomists and other frontline employees in th ...
LumenHaus Powers Bayer 04 Leverkusen as Official Premium Partner for 2025/26 Season
GlobeNewswire News Room· 2025-08-15 09:14
Core Insights - LumenHaus has become an Official Premium Partner of Bayer 04 Leverkusen for the 2025/26 season, emphasizing a collaboration focused on tradition, innovation, and sustainability [1][5] - The partnership aims to integrate LumenHaus' smart energy solutions with Bayer 04's dynamic spirit, enhancing energy experiences for households and communities [1][4] Company Overview - LumenHaus is a German company specializing in smart home energy solutions, utilizing AI to optimize energy use through solar generation, battery storage, home EV charging, and heat management systems [7] - Bayer 04 Leverkusen, founded in 1904, is a prominent football club in Germany known for its competitive excellence and community ties, having secured both the Bundesliga championship and the DFB-Pokal title in the 2023/24 season [6] Partnership Significance - The partnership reflects a commitment to sustainable development, with LumenHaus providing reliable green energy solutions to support Bayer 04's sporting excellence [5] - Both companies share a vision of enhancing everyday life through innovative technology and sustainable practices, aiming to foster warmer and more connected communities [4][5]
拜耳中国“共创·新药”大赛报名进入倒计时!
生物世界· 2025-08-14 04:49
Core Viewpoint - The article emphasizes the significant advancements and opportunities in China's pharmaceutical innovation landscape, particularly through collaborations with multinational companies like Bayer, which aims to discover the next major innovation in the industry [1][3]. Summary by Sections Innovation Landscape - China leads globally in pharmaceutical patent applications with a 43% share in 2024, and the number of drug pipelines in development exceeds 7,000, accounting for approximately 30% of the global total [1]. - The initiation of clinical trials for oncology by Chinese companies represents 39% of the global total, positioning China at the forefront of cancer research [1]. Collaboration and Investment - Chinese companies are increasingly engaging in high-value transactions with multinational pharmaceutical firms, with 37% of transactions involving upfront payments exceeding $50 million originating from China [2]. - In the cardiovascular and metabolic fields, the total upfront payments from Chinese companies to multinational firms have reached $6.85 billion in 2024 [2]. Bayer's Initiative - Bayer is actively investing in China's innovation ecosystem through the "Co-Creation New Drug" competition, which has garnered significant attention and support from the industry since its launch in July 2025 [3]. - The competition invites submissions of innovative drug candidates and technologies, with a focus on areas such as precision oncology, immunology, and gene therapy [4][5]. Competition Timeline and Evaluation - The application deadline for the competition is August 31, 2025, followed by a series of evaluations and presentations leading to the announcement of winners by the end of October [7]. - Submissions will be assessed by a committee of Bayer's R&D and business development experts based on innovation level, key data, and alignment with Bayer's strategic goals [6]. Rewards for Winners - Winners of the competition will receive various benefits, including access to Bayer's Co.Lab, opportunities for face-to-face meetings with global executives, and participation in global roadshows [8][10].
拜耳上调2025年业绩预期
Zhong Guo Hua Gong Bao· 2025-08-13 01:01
Group 1 - Bayer Group has raised its 2025 performance outlook due to better-than-expected pharmaceutical business performance in the first half of the year, now expecting sales between €46 billion and €48 billion, and EBITDA between €9.7 billion and €10.2 billion [1] - The previous sales forecast was between €45 billion and €47 billion, with EBITDA between €9.5 billion and €10 billion [1] - The updated guidance considers the anticipated financial impact of current U.S. government tariff policies, with ongoing assessments of related dynamics [1] Group 2 - Bayer warns of "significant" currency fluctuations, expecting a negative impact on sales and profits, but a beneficial effect on net financial debt [1] - Currency fluctuations are projected to reduce sales by approximately €2 billion and EBITDA by about €500 million, while potentially benefiting net financial debt by around €1.2 billion [1] - In Q2, Bayer reported a net loss of €199 million, with EBITDA and operating profit plummeting by 83% and 97% respectively, to €28.5 million and €1.3 million [2] Group 3 - The decline in performance is primarily attributed to a one-time charge of €981 million, including litigation reserves, crop science impairment reversals, and business restructuring expenses [2] - Q2 sales decreased by 3.6% year-on-year to €10.74 billion, mainly impacted by a €550 million adverse currency effect [2]
Are Investors Undervaluing Bayer (BAYRY) Right Now?
ZACKS· 2025-08-12 14:40
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, i ...
拜耳上调2025年业绩指引
Zhong Guo Hua Gong Bao· 2025-08-12 02:51
Group 1 - Bayer has raised its 2025 performance outlook due to better-than-expected pharmaceutical business performance in the first half of the year, now expecting sales between €46 billion and €48 billion, and EBITDA between €9.7 billion and €10.2 billion [1] - The previous sales forecast was between €45 billion and €47 billion, with EBITDA expected to be between €9.5 billion and €10 billion [1] - The updated guidance considers the anticipated financial impact of current U.S. government tariff policies, with ongoing assessments of related dynamics [1] Group 2 - Bayer warned of "significant" currency fluctuations, expecting a negative impact on sales and profits, but a beneficial effect on net financial debt [1] - Currency fluctuations are projected to reduce sales by approximately €2 billion and EBITDA by about €500 million, while potentially benefiting net financial debt by around €1.2 billion [1] - In Q2, Bayer reported a net loss of €199 million, with EBITDA and operating profit plummeting by 83% and 97% to €28.5 million and €1.3 million, respectively, primarily due to a one-time charge of €981 million [2]