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百济神州(06160.HK)授出合共34,361股美国存托股份受限制股份单位
Ge Long Hui A P P· 2025-08-14 09:11
格隆汇8月14日丨百济神州(06160.HK)公布,于2025年8月8日,董事会薪酬委员会根据2016期权及激励 计划的条款授予375名承授人合共34,361股美国存托股份受限制股份单位。该等受限制股份单位相当于 446,693股股份,约占公告之日公司发行股份总数的0.03%。 ...
百济神州(06160)授出合共约3.44亿股美国存托股份的受限制股份单位
智通财经网· 2025-08-14 09:00
智通财经APP讯,百济神州(06160)公布,于2025年8月8日,董事会薪酬委员会根据2016期权及激励计划 的条款向375名承授人授出涉及合共34,361股美国存托股份的受限制股份单位。 ...
百济神州授出合共约3.44亿股美国存托股份的受限制股份单位
Zhi Tong Cai Jing· 2025-08-14 08:57
Core Viewpoint - BeiGene Limited (06160) announced the grant of restricted stock units involving a total of 34,361 American Depositary Shares to 375 grantees on August 8, 2025, under the terms of the 2016 option and incentive plan [1] Summary by Relevant Categories - **Company Actions** - The company granted a total of 34,361 restricted stock units to 375 individuals [1] - This action is part of the 2016 option and incentive plan [1] - **Future Implications** - The issuance of restricted stock units may align the interests of employees with those of shareholders, potentially enhancing company performance [1]
百济神州(06160) - 授出受限制股份单位
2025-08-14 08:51
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 BeOne Medicines Ltd. 百濟神州有限公司 (根據瑞士法律註冊成立的公司) (股份代號:06160) 授出受限制股份單位 本公告乃根據上市規則第17.06A、17.06B以及17.06C條作出。於2025年8月8日, 董事會薪酬委員會根據2016期權及激勵計劃的條款向三百七十五名承授人授出涉 及合共34,361股美國存託股份的受限制股份單位。 2016期權及激勵計劃項下的受限制股份單位 於2025年8月8日,董事會薪酬委員會根據2016期權及激勵計劃的條款授予三百七 十五名承授人合共34,361股美國存託股份受限制股份單位。該等受限制股份單位 相當於446,693股股份,約佔本公告之日公司發行股份總數的0.03%。 授出受限制股份單位詳情 受限制股份單位詳情如下: 1 授出日期: 2025年8月8日 承授人數目: 三百七十五名 已授出受限制股份單位涉及 的相關股份數目: 446,693 受 ...
港股异动 | 百济神州(06160)涨超4% 皮下替雷利珠单抗启动国内首个Ⅲ期临床
智通财经网· 2025-08-14 02:35
智通财经APP获悉,百济神州(06160)涨超4%,截至发稿,涨4.12%,报187.2港元,成交额3.41亿港元。 消息面上,8月13日,药物临床试验登记与信息公示平台官网显示,百济神州启动了PD-1抑制剂替雷利 珠单抗皮下注射的Ⅲ期临床,适应症为联合化疗作为局部晚期不可切除或转移性胃或胃食管结合部腺癌 患者一线治疗。 据悉,替雷利珠单是百济神州的核心产品,目前已在全球47个市场获批。自2019年上市至今,替雷利珠 单抗已覆盖尿路上皮癌、非小细胞肺癌等重点癌种,惠及全球百万患者。2025上半年,替雷利珠单抗创 造了26.43亿元的销售额 ,同比增长20.6%。 ...
【私募调研记录】民晟资产调研百济神州
Zheng Quan Zhi Xing· 2025-08-14 00:07
Group 1 - The core viewpoint of the news is that Minsheng Asset recently conducted research on BeiGene, highlighting the company's growth prospects and market expansion strategies [1] - BeiGene's product, Baiyueze, has seen a moderate single-digit percentage increase in net pricing in the U.S. and aims to maintain price stability throughout the year [1] - Baiyueze has been approved in 75 markets, while Baizean has received approval in 47 markets, indicating a strong global regulatory expansion strategy [1] Group 2 - The revenue guidance adjustment is based on Baiyueze's leading position in the U.S. market and the ongoing expansion in Europe and other markets, suggesting a diversification of revenue structure [1] - Gross margin growth is attributed to improved production efficiency of Baiyueze and Baizean, with considerations for tariff policy impacts [1] - The ORR data from the BRUIN CLL-314 study lacks statistical significance, while the ALPINE study shows Baiyueze's superiority over Ibrutinib [1] Group 3 - The BTK CDAC is being explored for applications in immunology and inflammation, with a long half-life, penetrative properties, and degradation characteristics [1] - The initiation of the Phase III trial for the CDK4 inhibitor has been postponed to early 2026, with plans to release dose optimization data this year, indicating a positive market outlook for breast cancer treatment [1] - The Phase III clinical trial for BTK CDAC is expected to start in the second half of 2025, with pivotal Phase II trials and registration submissions planned for 2026 [1]
【私募调研记录】明世伙伴基金调研百济神州
Zheng Quan Zhi Xing· 2025-08-14 00:07
Group 1 - Ming Shi Partners Fund recently conducted research on BeiGene, indicating that the net price of Baiyueze in the U.S. has seen a mid-single-digit percentage increase, with price stability expected throughout the year [1] - Baiyueze has been approved in 75 markets, while Baizean has received approval in 47 markets, with plans for continued global regulatory expansion [1] - The U.S. remains the largest market, with rapid growth in Europe and other regions, leading to a diversified revenue structure [1] Group 2 - Revenue guidance adjustments are based on Baiyueze's leading position in the U.S. and ongoing expansion in Europe and other markets [1] - Gross margin growth is attributed to improved production efficiency of Baiyueze and Baizean, taking tariff policy impacts into account [1] - The ORR data from the BRUIN CLL-314 study lacks statistical significance, while the ALPINE study shows Baiyueze outperforming Ibrutinib [1] Group 3 - BTK CDAC is being explored for applications in immunology and inflammation, with a long half-life, penetrative properties, and degradation characteristics [1] - The Phase III trial for CDK4 inhibitors has been postponed to early 2026, with plans to release dose optimization data this year, indicating a positive market outlook for breast cancer treatment [1] - The Phase III clinical trial for BTK CDAC is expected to start in the second half of 2025, with pivotal Phase II trials and registration submissions planned for 2026 [1]
【私募调研记录】尚雅投资调研百济神州
Zheng Quan Zhi Xing· 2025-08-14 00:07
Group 1 - The core viewpoint of the news is that the private equity firm Shangya Investment has conducted research on the listed company BeiGene, highlighting its market performance and future prospects [1] - BeiGene's product, Baiyueze, has seen a mid-single-digit percentage increase in net pricing in the U.S. and is expected to maintain price stability throughout the year [1] - Baiyueze has been approved in 75 markets, while Baizean has received approval in 47 markets, indicating the company's ongoing global regulatory expansion efforts [1] - The U.S. remains the largest market for BeiGene, with rapid growth in Europe and other regions, leading to a more diversified revenue structure [1] - Revenue guidance adjustments are based on Baiyueze's leading position in the U.S. and continued expansion in Europe and other markets [1] - Gross margin growth is attributed to improved production efficiency of Baiyueze and Baizean, with considerations for tariff policy impacts [1] Group 2 - The ORR data from the BRUIN CLL-314 study lacks statistical significance, while the ALPINE study shows Baiyueze's superiority over Ibrutinib [1] - BTK CDAC is being explored for applications in immunology and inflammation due to its long half-life, penetrative properties, and degradation characteristics [1] - The Phase III trial for the CDK4 inhibitor has been postponed to early 2026, with plans to release dose optimization data this year, indicating a positive market outlook for breast cancer treatment [1] - The Phase III clinical trial for BTK CDAC is expected to start in the second half of 2025, with pivotal Phase II trials and registration submissions planned for 2026 [1]
【私募调研记录】重阳投资调研百济神州、阿拉丁
Zheng Quan Zhi Xing· 2025-08-14 00:07
Group 1: Baiji Shenzhou - Baiji Shenzhou reported a moderate single-digit percentage increase in the net price of Baiyueze in the U.S., with plans to maintain price stability throughout the year [1] - Baiyueze has been approved in 75 markets, while Baizean has received approval in 47 markets, indicating ongoing global regulatory expansion [1] - The revenue guidance adjustment is based on Baiyueze's leading position in the U.S. and rapid growth in Europe and other markets, with a diversified revenue structure expected [1] - Gross margin growth is attributed to improved production efficiency of Baiyueze and Baizean, considering the impact of tariff policies [1] - The ORR data from the BRUIN CLL-314 study lacks statistical significance, while the ALPINE study shows Baiyueze outperforming Ibrutinib [1] - BTK CDAC is being explored for applications in immunology and inflammation, with a Phase III clinical trial expected to start in the second half of 2025 [1] - The initiation of the Phase III trial for CDK4 inhibitors has been postponed to early 2026, with dose optimization data to be released this year [1] Group 2: Aladdin - The Aladdin platform operates independently of the Chinese Academy of Sciences, with a wide business coverage and a registered membership of 247,000 [2] - The platform has over 1,800 research institutions and 10,218 suppliers, with an annual transaction volume nearing 4 billion yuan [2] - Revenue sources include store fees, bridge fees, value-added services, and advertising fees, with 2023 profits boosted by non-recurring income [2] - A decline in profits for 2024 is not attributed to core business operations [2] - The company has completed six investment deals across various sectors and will continue to seek new projects [2]
【私募调研记录】世诚投资调研百济神州、南微医学
Zheng Quan Zhi Xing· 2025-08-14 00:07
Group 1: Baiji Shenzhou - Baiji Shenzhou reported a moderate single-digit percentage increase in the net price of Baiyueze in the US, with plans to maintain price stability throughout the year [1] - Baiyueze has been approved in 75 markets, while Baizean has received approval in 47 markets, indicating ongoing global regulatory expansion [1] - The company anticipates revenue diversification as the US remains the largest market, with rapid growth in Europe and other regions [1] - Gross margin improvement is attributed to enhanced production efficiency of Baiyueze and Baizean, considering the impact of tariff policies [1] - The ORR data from the BRUIN CLL-314 study lacks statistical significance, while the ALPINE study shows Baiyueze outperforming Ibrutinib [1] - BTK CDAC is being explored for applications in immunology and inflammation, with a Phase III trial expected to start in the second half of 2025 [1] Group 2: Nanwei Medical - Nanwei Medical has an overseas team of over 400 people, primarily focused on the digestive endoscopy sector in Europe and the US, actively seeking acquisition targets [2] - The integration following the CME acquisition has been smooth, with plans for regional expansion in the European market leveraging existing channels [2] - A factory in Thailand is set to commence production by the end of the year, supplying the US and European markets with cost-effective consumables [2] - Single-use endoscopes are gaining acceptance in the US, Europe, and Japan, with rapid development in other markets due to cost-performance advantages [2] - The domestic endoscopic surgery volume is experiencing a compound annual growth rate of approximately 15%, benefiting from medical reform policies [2]