基石药业(02616)将携5项最新研究成果精彩亮相AACR 2025
智通财经网· 2025-04-24 02:15
Core Viewpoint - The American Association for Cancer Research (AACR) annual meeting will showcase the latest preclinical research results of five innovative drugs developed by the company, highlighting its advancements in cancer treatment [1]. Group 1: Drug Innovations - CS2009 is a trispecific antibody targeting PD-1, VEGFA, and CTLA-4, designed to enhance efficacy while minimizing systemic toxicity, showing superior antitumor efficacy in preclinical studies compared to potential competitors [2]. - CS5006 is a first-in-class ADC targeting ITGB4, demonstrating strong antitumor activity in various animal models, indicating its potential for further clinical development [2]. - CS2011 is a bispecific antibody targeting EGFR and HER3, which effectively blocks downstream signaling and enhances antitumor efficacy while minimizing toxicity to normal tissues [3]. - CS5007 is an ADC that targets EGFR and HER3, showing promising antitumor activity through the release of chemotherapy agents in a target-dependent manner [6]. - CS5005 is an ADC targeting SSTR2, exhibiting robust antitumor activity and maintaining pharmacokinetic characteristics comparable to monoclonal antibodies [8]. Group 2: Research Presentation Details - CS2009 will be presented at the AACR meeting with a focus on its mechanism of action and safety profile, including a maximum non-severe toxicity dose of 100 mg/kg [4]. - CS5006 will be showcased for its potential as a novel integrin β4-targeted ADC with significant antitumor activity [5]. - CS2011 will be highlighted for its promising anti-tumor activity in preclinical evaluations, demonstrating effective inhibition of EGFR/HER3 signaling [5]. - CS5007 will be presented for its potent antitumor activity and favorable pharmacokinetic profile [6]. - CS5005 will be discussed for its potential in targeting SSTR2-positive tumors and its promising development as a dual-targeting ADC [8].
康哲药业(00867)拟分拆德镁医药上市,业务聚焦推动估值提升
智通财经网· 2025-04-24 01:49
Core Viewpoint - 康哲药业 plans to spin off its skin health subsidiary, 德镁医药, for independent listing on the Hong Kong Stock Exchange, allowing shareholders to receive shares through a distribution method without new stock issuance [1][5] Company Overview - 德镁医药 focuses on skin health, offering comprehensive solutions for skin diseases such as psoriasis, vitiligo, atopic dermatitis, and acne, with a strong competitive edge in addressing unmet clinical needs [2][3] - 康哲药业 will concentrate on its core areas, including cardiovascular, central nervous system, digestive, and ophthalmic specialties, optimizing its asset structure post-spin-off [4][5] Market Potential - The skin disease treatment and care market in China is projected to reach RMB 764 billion in 2023, with a compound annual growth rate of 10.6% from 2023 to 2035, indicating significant growth potential for 德镁医药 [3] - 德镁医药's product pipeline includes competitive offerings such as JAK1/2 topical cream and IL-23 monoclonal antibody injection, supported by a commercial team of over 650 professionals [3] Strategic Benefits - The spin-off is expected to enhance both 康哲药业 and 德镁医药's market positions, allowing for independent fundraising and improved operational efficiency [1][4] - The separation will enable 德镁医药 to establish its own valuation system, potentially unlocking greater growth opportunities and attracting investors [5]
暴雷的洪九果品
Hu Xiu· 2025-04-24 01:43
4月16日晚,公司发布公告称,包括董事长邓洪九和其妻子江宗英在内的6名核心高管因涉嫌骗取贷款和 虚开增值税专用发票,被重庆警方立案侦查。 一、洪九果品暴雷 曾经被誉为"水果第一股"的洪九果品,在停牌一年后陷入巨大危机。 根据公告内容,自2025年1月6日起,公司位于重庆市渝北区东湖南路的主要办公场所被公安机关限制人 员进出,正常的办公活动无法进行。洪九果品表示,目前掌握的信息有限,尚无法评估这次事件对公司 业务的具体影响。 表面上看,这是一次刑事案件,但实际上,揭开了公司长期存在的财务问题和管理隐患。 尤其是从董事长邓洪九,到监事会主席余利霞,均被采取不同刑事强制措施,几乎将公司核心管理 层"一网打尽";对于一家上市公司而言,这种"灾难"极为罕见。但如果重新梳理洪九果品暴雷之前的相 关动作,其实并非毫无征兆。 早在2024年3月,洪九果品就因未能按时发布2023年的年度报告,被港交所紧急停牌,至今已经超过一 年。停牌前,公司股价较发行价暴跌了95%,市值从巅峰时期的600亿港元缩水到仅剩28亿港元,几乎 跌到谷底。 与此同时,有员工在社交平台爆料称,停牌后,公司开始拖欠工资并大幅降薪,甚至通过各种方式逼迫 员 ...
中金:维持金界控股(03918)跑赢行业评级 下调目标价至4.40港元
智通财经网· 2025-04-24 01:25
智通财经APP获悉,中金发布研报称,鉴于金界控股(03918)的博彩业务恢复可能需要更长时间,该行将 公司2025年EBITDA预测下调25%至3.29亿美元,并引入2026年EBITDA预测为3.93亿美元。公司目前交 易于5倍2025年EV/EBITDA。该行维持跑赢行业评级,但由于盈利预测下调及行业估值中枢修正,该行 下调目标价8%至4.40港元,对应7倍2025年EV/EBITDA。 中金主要观点如下: 中场板块引领公司复苏趋势 金界控股于近期公布其1Q25季度博彩运营数据。公司1Q25总博彩收入达到1.71亿美元,同比增长 18%,恢复至1Q19的53%。其中,中场博彩收入引领复苏,同比增长24%,恢复至1Q19的120%水平;贵 宾博彩收入仍然承压,同比增长17%,但是仅仅恢复至1Q19的29%水平。然而,公司1Q25净博彩收入 已经恢复至1Q19的92%,达到1.48亿美元,该行认为这是得益于高利润率的中场业务的收入占比逐步提 升,公司收入质量有所提升。 赴柬旅客人数有望增长推动中场业务 2025年2月,赴柬旅客总数和中国赴柬旅客人数分别恢复至2019年同期的109%和49%。考虑到:1)直飞 ...
违法违规收集使用个人信息!15款金融App上“黑榜”,涉分期白条、捷信金融、甘肃银行等
Xin Lang Cai Jing· 2025-04-24 00:40
15款金融APP上"黑榜" 据国家网络与信息安全信息通报中心通报,依据《网络安全法》《个人信息保护法》等法律 法规,按照《中央网信办、工业和信息化部、公安部、市场监管总局关于开展2025年个人信 息保护系列专项行动的公告》要求,经国家计算机病毒应急处理中心检测,67款移动应用存 在违法违规收集使用个人信息情况。 新浪金融研究院梳理发现,云端金融、捷信金融、车贷e通、众安贷、汇通启富-山西证券、 弘历投教、移动白条、分期白条、武清村镇银行、村镇银行(福建农商)、携程金融、兰州 银行企业版、甘肃银行、张家口银行、阳光村镇银行等15款金融领域相关App被点名。 | 同题 | APP | | | --- | --- | --- | | | 《云端金融》 | 版本13.4.001. 应用宝 | | | 《捷信全融》 | (版本34532,应用宝) | | 隐私政策未逐一列出App(包括委托的第三方或嵌入的第三方代码、插件) | 年货e道》 | (版本340 腕豆英) | | 收集使用个人信息的目的、方式、范围等。 | 《众安贷》 | 版本331. 应用宝) | | | | 《汇通启富-山西证券》(版本7741. viv ...
300108,触及退市!今起停牌
Zheng Quan Shi Bao· 2025-04-24 00:20
因连续20个交易日股票收盘价均低于1元,*ST吉药(300108.SZ)已触及面值退市条件。 4月23日晚间,*ST吉药公告称,截至2025年4月23日,公司股票已连续20个交易日收盘价低于1元,将 被终止上市,将自2025年4月24日(星期四)开市起停牌。 值得注意的是,在连续下跌后,*ST吉药最新股价仅报0.21元/股,年内累计暴跌83.59%。 近日A股市场面值退市案例明显增加,还有部分公司股票开始跌破1元,或逐渐向1元靠近。 *ST吉药触及面值退市条件周四起停牌 4月23日晚间,*ST吉药(300108.SZ)发布关于公司股票将被终止上市暨停牌的风险提示公告。 2025年以来,*ST吉药股价整体呈现下跌趋势,并在4月中旬开始加速跌势,近些交易日更是频频跌 停,年内该股累计已下跌83.59%。 由于触及交易类强制退市情形的股票不进入退市整理期,4月23日或将是该股在A股市场的最后一个交 易日,当天其成交明显放量,全天成交接近4000万元,成交量超192万手,是此前交易日的数倍。 *ST吉药全称为吉药控股集团股份有限公司。根据公司官网资料介绍,公司是主营业务以医药工业(中 西成药生产)、医药商业(批发、代 ...
陆控(06623.HK)建议委任安永为继任核数师、委任独立非执行董事
Quan Jing Wang· 2025-04-23 23:54
陆控此前于1月27日发布建议更换核数师公告,公告提及PwC对某些交易提出关注。对此,陆控审计委 员会已委聘国际领先律所、法证会计师等进行独立调查,主要调查结果事实如下:1)公司作为唯一投 资人投资于若干信托,并通过信托购买若干资产,并非用于补偿关联实体在先前与本公司进行的交易中 蒙受的损失,而是用于赔偿若干零售投资者于投资产品的投资损失,以及向另一关联实体购置若干其他 资产。2)为实现前述交易,公司向第三方银行出售及转让若干高收益资产后转回予相关信托,从而降 低道德风险及目标资产账面值潜在的减值风险。基于上述情况,董事会目前预估,截至22年12月31日 止财政年度,公司合并资产总值预计将增加不超过0.5%,合并净利润预计不会发生实质性变化;截至 23年12月31日止财政年度,公司合并资产总值预计将减少不超过2%,合并净利润预计将减少8%至15% (即人民币0.83亿元至人民币1.55亿元)。另一项PwC函件中所提及的交易与上述任何交易均无关连。 公告同步发布公司多项改善举措,包括进一步优化董事会及管理层架构、追偿安排、委聘独立内控顾问 及设置特别委员会以提升内控等。公司亦将委任继任核数师重新审计本公司截至22 ...
全红婵、李宁亮相中国航天日论坛,体育和航天这一次紧密相连
Xin Lang Cai Jing· 2025-04-23 23:37
Group 1 - The 2025 Aerospace Culture and Art Forum was held in Shanghai as part of the 10th "China Aerospace Day" activities, featuring discussions on the synergy between sports and aerospace spirit [2][3] - Athletes and entrepreneurs, including Li Ning and Olympic diving champion Quan Hongchan, emphasized the shared pursuit of perfection in both aerospace and sports [2][3] - Li Ning expressed pride in China's aerospace achievements, highlighting the dedication and exploration behind these accomplishments [2] Group 2 - Quan Hongchan drew parallels between diving and aerospace, likening each dive to a rocket launch aimed at achieving a perfect entry [3] - Li Ning highlighted the importance of integrating aerospace technology into sports and daily life, indicating a potential collaboration to create innovative sportswear [3][6] - The establishment of an Aerospace Technology Innovation Application Laboratory aims to apply advanced aerospace technology to professional sports equipment, promoting innovation and cultural dissemination [6] Group 3 - The "Aerospace Quick-Dry" and "Aerospace Sun Protection" technologies were showcased at the forum, demonstrating successful technology transfer from aerospace to sports apparel [6] - The "Aerospace Quick-Dry" technology utilizes design inspired by rocket launch systems to enhance moisture management in fabrics [6] - The "Aerospace Sun Protection" technology features a nano-coating inspired by spacesuits, achieving a UV protection factor (UPF) of 950 and a UV blockage rate of 99.9% [6]
21健讯Daily | 国家卫健委召开2025年首场推广三明医改经验专题发布会;平安好医生一季度净利润3318.8万元
Sou Hu Cai Jing· 2025-04-23 23:36
Policy Developments - The National Health Commission held its first press conference in 2025 to promote the Sanming healthcare reform experience, emphasizing the importance of public hospital reform guided by public welfare [1] - The Sanming reform integrates medical services, insurance, and pharmaceuticals, establishing a new mechanism that ensures sustainability and public interest, serving as a model for national healthcare reform [1] Medical Device Approvals - Pumen Technology's subsidiary received a medical device registration certificate for an electronic bladder and renal pelvis endoscope, enhancing the company's product portfolio in clinical medical fields [2] - Xinhua Pharmaceutical obtained a drug registration certificate for pregabalin oral solution, which is included in the National Basic Medical Insurance drug list for 2024 [3] - Renfu Pharmaceutical's subsidiary received a drug registration certificate for naproxen sodium soft capsules, marking the first approval for this product in the domestic market [4] Financial Reports - Ping An Good Doctor reported a first-quarter net profit of 33.188 million yuan, with total revenue of 1.062 billion yuan, a 25.8% increase year-on-year [5] - Baiyang Pharmaceutical achieved a revenue of 8.094 billion yuan and a net profit of 692 million yuan, with a 9.17% year-on-year growth in revenue [6][7] - Heyuan Bio reported a first-quarter net loss of 59 million yuan, with a revenue decline of 11.29% [8] - Nuotai Bio's first-quarter net profit increased by 130.10% year-on-year, with revenue growth of 58.96% [9] Capital Market Activities - Changde Medical successfully completed an over 100 million yuan A+ round financing, with funds allocated for clinical trials and international market expansion [10] Industry Developments - The National Medical Insurance Administration reported that from January to March 2025, there were 95.8683 million instances of personal account mutual aid in employee medical insurance, totaling 13.198 billion yuan [11] - Boehringer Ingelheim entered a global licensing agreement with Tessellate Bio to develop oral precision therapies for cancer patients, with a total transaction value exceeding 500 million euros (approximately 573 million USD) [12] Shareholder Actions - Innovation Medical announced that a major shareholder reduced its stake by 4.7 million shares, decreasing its ownership from 7.6414% to 6.5763% [13]
联华超市首批优品低价上架36家门店
Mei Ri Shang Bao· 2025-04-23 23:21
"美国市场原本大约占我们业务的一半,另一半则是欧盟市场。尽管欧盟市场仍在运营,但未来充满不 确定性,因此我们非常希望有机会能够拓展内销市场。"舟山格林食品有限公司内销主管叶晓萦表 示,"让我们惊喜的是,从开始商谈到商品上架,仅用了三天时间,效率远超预期。" "我们非常重视帮助外贸企业解决困难。"朱敏介绍,从省商务厅会议到公司专题会议,再到与供应商对 接、选品、验厂,并与市场监管部门协同解决标签、准入等问题,我们仅用三天时间就完成常规需要大 概一个月的流程。目前,首批商品已配送至36家门店,下周将快速扩展至200家门店销售。 "这得益于我们第一时间成立的专班,"朱敏表示,联华超市专门成立涉及安全质量、采购、运营、法 务、财务等跨部门专项小组,简化审批流程,与政府部门建立直通渠道,实现问题即时解决。目前,42 家外贸企业正在洽谈中,2家已经入驻上架销售,预估下周7家将入驻售卖。下一步,"我们将引入更多 的优质外贸供应商,通过重点单品让消费者享受到更高品质的商品和服务。" "这个虾吃起来口感很特别,不像那种软绵绵的。相反,它吃上去很有嚼劲,而且味道非常鲜美。这和 我之前吃过的品种感觉完全不同。"正在选购的周阿姨赞不 ...