药物研发

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博济医药2024年财报:营收增长33.5%,净利润波动显著
Jin Rong Jie· 2025-04-28 06:28
Core Viewpoint - 博济医药's 2024 annual report indicates significant revenue growth, but also highlights notable quarterly fluctuations in performance metrics [1] Financial Performance - The company achieved total revenue of 742 million yuan, representing a year-on-year increase of 33.50% [1] - Net profit attributable to shareholders was 28.78 million yuan, up 18.23% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 19.30 million yuan, showing a substantial increase of 92.71% year-on-year [1] - However, there were quarterly declines, with total revenue rolling quarter-on-quarter down by 1.48%, net profit down by 35.47%, and net profit excluding non-recurring items down by 38.24% [1] Revenue Breakdown - Clinical research services revenue reached 597 million yuan, a significant increase of 44.12% year-on-year, with new contract value growing by 38.56% to 1.305 billion yuan [5] - Preclinical research services revenue was 84.32 million yuan, reflecting a growth of 7.70% year-on-year, with new contract value around 158 million yuan [6] - Other consulting services revenue decreased by 13.02% year-on-year to 42.22 million yuan, with new contract value approximately 5.2 million yuan [7] Business Segments - The company continues to lead in traditional areas such as liver disease, oncology, and endocrinology while making breakthroughs in emerging fields like immunology and gene therapy [5] - In the medical device sector, the company conducted nearly 80 clinical research services and 40 registration services, securing 13 Class III medical device registrations [5] - The company has established partnerships with over 900 clinical trial service organizations and signed strategic cooperation agreements with more than 40 institutions [5] R&D and Innovation - The company has received over 10 invention patents and is progressing well with multiple self-research projects [8] - The drug evaluation center successfully passed the GLP qualification re-examination and received the GLP certification [6] - AI technology is being utilized in the design of new target compounds to enhance research efficiency and accuracy [6]
「AI药物研发」场景精选丨2025年Banglink第10期
创业邦· 2025-04-27 23:48
• 临床试验进展缓慢: 尽管AI技术在分子设计、靶点发现起到提升效率和优化设计作用,但药物研发仍 需经过湿实验及较长的临床周期验证,产品进展存在不确定性。 本期Banglink从创业邦独家企业数据库睿兽分析精选11家AI药物研发领域优秀企业,覆盖多组学数据整 合、蛋白质结构预测、分子模拟优化、自动化实验平台、成药性智能评估等多个技术领域。如对精选项 目感兴趣,欢迎扫码进行委托联系! AI药物研发是以数据驱动、算法赋能为核心,通过机器学习、生成式AI等技术重塑药物发现、优化及 临床试验全流程的创新领域。随着全球医药产业对效率提升的迫切需求,AI正从辅助工具升级为核心 驱动力 —— 据BCG报告,AI设计的药物分子在Ⅰ期临床试验成功率达80%-90%,远超传统方法的 40%-65%;部分企业已将药物发现周期从5-6年压缩至2-3年,研发成本降低30%-50%。 政策与资本双重加持下,行业进入爆发期:各国纷纷将AI制药纳入战略规划,国内《卫生健康行业人工 智能应用场景参考指引》明确84种应用场景,资本加速布局,2024年全球AI制药融资超50亿美元,晶泰 科技、英矽智能等企业管线快速推进,多款AI设计药物进入Ⅱ/Ⅲ ...
AbbVie(ABBV) - 2025 Q1 - Earnings Call Transcript
2025-04-25 16:14
AbbVie Inc. (NYSE:ABBV) Q1 2025 - Earnings Conference Call April 25, 2025 9:00 PM ET Company Participants Liz Shea - Senior VP, IR Rob Michael - CEO Jeff Stewart - EVP, Chief Commercial Officer Roopal Thakkar - EVP, R&D, Chief Scientific Officer Scott Reents - EVP, CFO Carrie Strom - SVP of AbbVie, and President of Global Allergan Aesthetics Conference Call Participants Chris Schott - JPMorgan Terence Flynn - Morgan Stanley Carter Gould - Cantor Courtney Breen - Bernstein Mohit Bansal - Wells Fargo Steve Sc ...
圣诺生物:中泰证券、申万宏源等多家机构于4月25日调研我司
Zheng Quan Zhi Xing· 2025-04-25 12:42
证券之星消息,2025年4月25日圣诺生物(688117)发布公告称中泰证券(600918)祝嘉琦崔少煜、申万宏源张静含余 玉君、华福证券陈铁林张绍辉、中信建投(601066)贺菊颖袁清慧王云鹏、国盛证券张金洋胡偌碧陈欣黎、国泰海通 余文心周航陈铭、华安证券(600909)谭国超杨馥瑗、兴业证券孙媛媛黄翰漾乔波耀、深圳盈润达王永泉于2025年4 月25日调研我司。 具体内容如下: 问:请简单介绍一下公司2024年度及2025年第一季度的经营情况。 答:2024年度,公司实现营业收入45,607.00万元,同比增长4.84%;实现归属于母公司所有者的扣除非经常性损益的 净利润4,561.24万元,同比减少24.24%;实现归属于母公司所有者的净利润5,002.37万元,同比减少28.88%,主要为 对外合作研发项目增加所致,2024年公司累计投入研发费用 5,045.63万元,较上年同期增加45.05%,占营业收入比重为11.06%。2025年第一季度,实现营业收入18,433.70万元, 同比增长77.15%;实现归属于母公司所有者的扣除非经常性损益的净利润4,794.31万元,同比增加213.63%;实现归 ...
创新药现在是上车最佳时机?
雪球· 2025-04-25 07:58
长按即可参与 风险提示:本文所提到的观点仅代表个人的意见,所涉及标的不作推荐,据此买卖,风险自负。 作者: 安稳小股东 来源:雪球 最近A股最靓的仔是创新药 ,恒生医疗ETF直接冲击4连涨 , 近一周涨幅超7.6% 。 对于创新药 , 这肯定不是炒作 , 而是行业周期 。 其实最近医药板块有点 " 逆市突围 " 的意思 。 本周大盘涨0.96% , 生物医药板块整体却跌了 0.36% , 可创新药逆势大涨 , 背后藏着三个关键信号 。 一是政策东风 , 北京刚出台的 《 支持创新医药高质量发展若干措施 》 堪称 " 王炸 " , 把临 床试验启动时间压缩到20周以内 , 多中心试验伦理审查互认率提高到90%以上 。 这意味着什么 ? 以前药企从研发到上市可能要耗5年 , 现在至少能缩短1-2年 。 更绝的是 , 北京还鼓励AI赋能药物研发 , 计划建成5个基于器官的高质量数据集 , 数据规模达50TB 。 这 就是加速加速再加速 。 二是国产创新药正在改写全球规则 , 比如映恩生物刚完成港股IPO , 这家成立才6年的公司 , 已经有12款自研ADC药物管线 , 7款进入临床 , 还和BioNTech 、 百 ...
张文宏团队公布广谱抗猴痘药物研发进展,将进入临床审批阶段
news flash· 2025-04-24 04:45
4月24日,上海感染与免疫科技创新中心(广州国家实验室上海基地)主任、国家传染病医学中心主任张 文宏发布其团队在抗猴痘新药研发方面取得的重要进展,并于近日在《Signal Transduction and Targeted Therapy》杂志上发表这项研究。研究证实,该团队首次获得比美国国立卫生研究院用于临床研究的抗 猴痘药物更强更广谱的新型抗病毒药物ODE-(S)-HPMPA formate,目前该药物即将进入临床审批阶段。 (智通财经) ...
10派5后再出手 兴齐眼药2024年期末拟10派10元并转增4股
Zheng Quan Ri Bao Wang· 2025-04-21 12:14
Group 1 - The company plans to distribute a cash dividend of 10 yuan per 10 shares and a capital reserve conversion of 4 shares for every 10 shares at the end of 2024, totaling a dividend payout of 175 million yuan [1] - The total dividend distribution for 2024, including the mid-year payout of 87.21 million yuan, amounts to 262 million yuan, representing 77.64% of the net profit attributable to shareholders [1] - The company has conducted a total of 9 year-end dividends and 4 mid-year dividends since its listing in 2016, with a cumulative dividend amount of 999.5 million yuan and an average dividend rate of 81.82% [5] Group 2 - The company specializes in the field of ophthalmic drugs, with 60 approved ophthalmic drug numbers, of which 38 are included in the medical insurance catalog and 6 in the national essential drug catalog [4] - In 2024, the company achieved significant growth, with operating revenue of 1.943 billion yuan, a year-on-year increase of 32.42%, and a net profit of 338 million yuan, a year-on-year increase of 40.84% [4] - The company’s net cash flow from operating activities reached 417 million yuan, reflecting a year-on-year growth of 31.31% [4]
新三板摘牌,创业板IPO失败,百诺医药IPO又来了!
IPO日报· 2025-04-21 08:25
百诺医药在资本市场上有丰富的经历。 IPO日报注意到,百诺医药曾于2016年3月24日登陆新三板挂牌,证券简称为百诺医药,证券代码为 836534,挂牌6年半后,在 2022年12月16日摘牌。 星标 ★ IPO日报 精彩文章第一时间推送 4月17日晚间,证监会官网披露,中信建投对辅导山东百诺医药股份有限公司(下称"百诺医药")挂牌新三板并在北交所上市进 行了备案登记。 两年多前曾从新三板摘牌,后又创业板IPO失败,如今想重回新三板并在北交所上市的百诺医药怎么样了? IPO日报注意到,百诺医药的2021年-2023 年营业收入和净利润的年复合增长率分别为43.98%、123.61%,业绩极为亮眼,毛 利率也高达76%以上。 制图:佘诗婕 净利润年复合增长率123.61% 据悉,百诺医药成立于2000年8月,是一家贯穿药物研发及生产全生命周期的创新型一站式药物研发成果转化运营商,主要业务 分为三大部分,分别为医药研发CRO业务、医药生产CMO业务和原料药生产及销售业务,其中CRO业务以研发成果转化模式为 主。 ( Contract Research Organization ,即合同研究组织,指对外提供专业化药 ...
“天衍”入驻国家超算平台 助推算力基建升级
Sou Hu Cai Jing· 2025-04-20 05:34
Group 1 - The core achievement in quantum computing and supercomputing integration is the launch of the "Tianyan" quantum computing cloud platform, which possesses quantum superiority capabilities and officially joined the SCNet supercomputing internet platform on April 14, 2025 [1] - SCNet, guided by the Ministry of Science and Technology, integrates dispersed supercomputing resources across the country, forming a robust computing network that connects over 20 supercomputing and intelligent computing centers across 14 provinces and cities, offering over 6,500 computing service products [2] - The "Tianyan" quantum computing cloud platform has upgraded its computing capacity and types, becoming the largest public quantum computing resource in China, featuring a cluster that includes a 24-qubit, two 176-qubit, and one 504-qubit quantum computer [3][8] Group 2 - Since its launch, the "Tianyan" platform has seen over 27 million visits from users in more than 50 countries, with over 1.4 million experimental tasks initiated, indicating a shift from validating quantum superiority to the era of specialized quantum computing simulators [8] - The platform offers a range of quantum computing products and services, including the delivery and operation of the "Tianyan" series quantum computing systems, multi-type quantum computing supply for universities and research institutions, and application solutions in various fields such as education, meteorology, electricity, and AI [8] - The company aims to leverage trends in quantum technology, focusing on foundational research and product innovation to seize opportunities in the "second quantum revolution" [10]
成都康华生物制品股份有限公司2024年年度报告摘要
Shang Hai Zheng Quan Bao· 2025-04-18 23:03
Core Viewpoint - The company has successfully developed and marketed a freeze-dried human rabies vaccine using human diploid cells, which is recognized as a gold standard for rabies prevention and has received various national honors [3][4]. Company Overview - The company specializes in the development and sale of vaccines, with its core product being the freeze-dried human rabies vaccine, the first of its kind in China [3]. - The rabies vaccine is produced using advanced technology that eliminates animal cell residues, ensuring high safety and immunogenicity [3][4]. Industry Development - The global vaccine market is projected to reach approximately $83.1 billion by 2025 and $131 billion by 2030, driven by increasing health awareness and demand for infectious disease prevention [4]. - The Chinese vaccine industry is transitioning from scale expansion to innovation-driven growth, with a focus on advanced technologies such as mRNA and recombinant protein vaccines [5]. - There is a significant global demand for vaccines, with 68 countries reporting vaccine shortages in 2023, creating opportunities for Chinese vaccine companies to expand internationally [5]. Competitive Landscape - The vaccine industry is characterized by high capital investment, high research and development risks, and long product development cycles, which create substantial barriers to entry [6][7]. - The Chinese vaccine market is currently fragmented, with a mix of state-owned, multinational, and private enterprises competing for market share [8]. - Regulatory changes and the implementation of new laws are expected to increase industry consolidation, leading to a higher concentration of vaccine producers in the market [8].