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信达生物20241029
Xinda Securities· 2024-10-29 16:50
Key Points Company and Industry * **Company**: Xindashenwu * **Industry**: Biotechnology, pharmaceuticals Core Views and Arguments * **Globalization Strategy**: Xindashenwu aims to expand internationally with a focus on innovation as the cornerstone. This strategy is driven by the establishment of Forvita as a platform for overseas development. * **Forvita**: Forvita, a subsidiary of Xindashenwu, was established in 2021 and has been developing products in the United States and Europe. The company has faced challenges, including the suspension of certain projects and a decrease in share price. * **Investment**: Xindashenwu plans to invest in Forvita using its own funds to support its globalization efforts. This investment is aimed at solidifying the company's commitment to Forvita and addressing investor concerns. * **Risk and Return**: The biopharmaceutical industry is characterized by high risk and uncertainty. The success of Forvita's products is not guaranteed, and the valuation of the company may fluctuate accordingly. Other Important Content * **Strategic Meetings**: Xindashenwu holds annual strategy meetings to set long-term goals and KPIs. The 2021 strategic meeting focused on globalization and innovation. * **Innovation Laboratory**: Xindashenwu established a laboratory in Maryland to drive innovation and product development. * **Clinical Development**: Forvita has a clinical team with expertise in regulatory affairs and clinical research. * **Investor Relations**: Xindashenwu plans to continue providing updates on its financial performance and business developments. References * [doc id='1'] * [doc id='2'] * [doc id='3'] * [doc id='4'] * [doc id='5'] * [doc id='6'] * [doc id='7'] * [doc id='8'] * [doc id='9'] * [doc id='10'] * [doc id='11'] * [doc id='12'] * [doc id='13'] * [doc id='14'] * [doc id='15']
生物肿瘤临床数据发布
Xinda Securities· 2024-06-17 16:20
那么今天我们非常荣幸的邀请到了公司的CFO游飞女士总流临床开发高级副总裁周辉博士总流生物学与ABC药物研究副总裁何开杰博士以及IR团队的各位领导那么今天跟我一起主持的还有我们制药和生物科技团队的首席原青会以及分析师赵旭 那接下来我就把时间交给清慧由清慧来主持接下来的环节好的谢谢何老师谢谢信达的各位领导以及参会的投资人我是中心箭头的分析师袁清慧那么大家也看到就是上周五的凌晨我们在欧洲总联内科学会上面看到的信达生物IBI363的一个口头报告 然后以及之前在ASCO看到的系列的研究数据今天是基于这个数据来解读我们研究了363的数据之后初步觉得是非常惊艳的一个结果一个是这个分子是一个首创新药是星达生物基于对IL2的生物学的全新理解和产序来设计的一个首创新药 那么相关文章也发表在顶级刊物Nature Cancer上面我个人也是拜读了很多次然后第二个也非常欣喜的就是看到这个基于生物学驱动的一个首创新药已经初步体现出展现出非常好的疗效了我们也总结了在最新的点评里面总结了几个亮点第一个是入主患者非常难治像肺癌黑色素瘤大部分都是免疫精致的 然后肠癌本身对免疫力也不敏感第二我们看到即便是在丹尿的情况下就已经展现出了优异的一个初步 ...