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北京阳光诺和药物研究股份有限公司
登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 注:1.华益泰康药业股份有限公司是公司董事陈巧担任董事的公司,存在关联关系,进而作为关联方进 行披露。 2.江苏西宏生物医药有限公司为东方妍美(成都)生物技术股份有限公司子公司,公司董事、实际控制 人利虔担任东方妍美董事,存在关联关系,进而作为关联方进行披露。 3.山东艾格林制药有限公司是公司董事、实际控制人利虔所控制的江苏朗研生命科技控股有限公司所投 资的公司,存在关联关系,进而作为关联方进行披露。 (三)本次日常关联交易预计金额和类别 单位:万元 ■ 注: 1.上表中本次预计金额占同类业务比例计算公式的分母为2024年同类业务支出或营业收入。 2.安徽美来药业股份有限公司为公司原副总经理童元峰的配偶担任董事的公司,现鉴于童元峰离职期限 已满一年,根据相关规定及实际情况,公司决定不再将其认定为关联方。 二、关联人基本情况和关联关系 (一)关联人的基本情况 (二)与上市公司的关联关系 1.北京百奥药业有限责任公司 ■ 2.江苏永安制药有限公司 ■ 3.华益泰康药业股份有限公司 ■ 4.东方妍美(成都)生物技术股份有限公司 ■ 5.山东艾格林制药有限公司 ■ ...
对话悦康药业董事长于伟仕:创新是公司不变的定位,布局生物药只为闯“无人区”
Mei Ri Jing Ji Xin Wen· 2025-04-07 07:58
Core Viewpoint - The company is celebrating its 40th anniversary in the pharmaceutical industry, marking significant achievements in both generic and innovative drug development, with a clear focus on biopharmaceuticals and internationalization as key strategic directions [2][4][8]. Group 1: Company History and Development - The company was founded in 2001 by Yu Weishi, who aimed to provide affordable and high-quality medicines during a time of rapid growth in the Chinese pharmaceutical market [3]. - Initially focused on generic drug production, the company achieved significant milestones with products like Omeprazole enteric-coated capsules and Ginkgo biloba extract injection, with several products generating annual sales exceeding 1 billion or even 10 billion [3][4]. - By 2012, the company began integrating innovation into its strategy, launching its first Class 1 new drug project and later developing the first domestically produced anti-ED drug [4][5]. Group 2: Research and Development Strategy - The company has established a robust R&D team of over 500 members, collaborating with prestigious institutions to accelerate the translation of research into practical applications [5][6]. - Current R&D strategies focus on innovative drugs targeting cardiovascular diseases, cancer, and infectious diseases, while also developing high-end generic drugs with technical barriers [6][7]. - As of the end of 2024, the company has 42 ongoing research projects, including 21 innovative drugs and 21 generic drugs [4][6]. Group 3: Innovative Drug Pipeline - Several innovative drugs are in the application stage for market approval, including mRNA vaccines and nucleic acid drugs, with significant advancements in clinical trials [7][9]. - The company is actively pursuing breakthroughs in biopharmaceuticals, with a focus on nucleic acid and gene therapy, and aims to have multiple projects entering the application or clinical registration phases annually [7][9]. Group 4: Technological Advancements - The company has invested heavily in new technologies, with R&D expenditures reaching 422 million yuan, accounting for 11.16% of revenue, and has developed eleven major technology platforms [9][10]. - Innovations include breakthroughs in mRNA vaccine technology and AI integration in drug development processes, enhancing efficiency and effectiveness [10][12]. - A strategic partnership with Huawei has been established to advance digital transformation within the pharmaceutical industry [11].
悦康药业: 2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-04-01 10:12
悦康药业集团股份有限公司 2024 年年度股东大会会议资料 悦康药业集团股份有限公司 会议资料 悦康药业集团股份有限公司 2024 年 年度股东大会会议资料 悦康药业集团股份有限公司 2024 年年度股东大会会议资料 目 录 悦康药业集团股份有限公司 为了维护全体股东的合法权益,确保股东大会的正常秩序和议事效率,保证 大会的顺利进行,根据《中华人民共和国公司法》(以下简称"《公司法》")、 《中华人民共和国证券法》(以下简称"《证券法》")、《上市公司股东大会 规则》以及《悦康药业集团股份有限公司章程》(以下简称"《公司章程》") 的相关规定,认真做好召开股东大会的各项工作,特制定本须知: 九、本公司不向参加股东大会的股东发放礼品,不负责安排参加股东大会股 东的住宿等事项,以平等对待所有股东。 悦康药业集团股份有限公司 一、为保证股东大会的严肃性和正常秩序,切实维护股东的合法权益,除出 席会议的股东及股东代表、董事、监事、公司高级管理人员、公司聘任律师及中 介机构外,公司有权依法拒绝其他人员入场。 二、请出席会议的股东及股东代表在会议召开前 20 分钟到达会议现场办理 签到手续。大会工作人员将对出席会议者的身 ...
三优生物磁阵列全人源小鼠抗体发现平台重磅发布
Group 1 - The core viewpoint of the article is the introduction of the Magnetic Array Humanized Mouse Immune Antibody Discovery Platform (MIT-humAb) by Sanyou Bio, which enhances the existing antibody libraries and aims to produce high-affinity human antibodies efficiently [1][2][3] - The platform integrates various technologies, including humanized mouse immunization, phage display antibody library construction, and high-throughput screening, to generate a diverse range of lead antibody molecules [1][2][4] - Sanyou Bio has established itself as a pioneer in the commercialization of mouse immune libraries, having built 2,798 MIT immune libraries with a cumulative capacity of 720 billion by March 2025, and has successfully supported over 811 projects [3] Group 2 - The platform features high immunogenicity, allowing for the generation of high-affinity antibodies comparable to non-humanized mice, as evidenced by ELISA results showing an immunogenicity of 360,000 for both types of mice [4][6] - It employs a diverse range of screening techniques, ensuring that each target can yield dozens to hundreds of lead antibody molecules through various selection strategies [6][8] - The platform boasts high-throughput screening capabilities, significantly reducing the screening cycle to just 21 days while enhancing overall efficiency and throughput for drug development [8][9] Group 3 - A representative case involves Target A, an immune checkpoint protein that plays a crucial role in cancer immunotherapy, with existing inhibitors developed by multiple companies for various cancers [9][10] - The antibody discovery process for Target A utilized the MIT-humAb platform, successfully identifying candidate antibodies with specific binding capabilities, validated through ELISA testing [10][12] - The platform is expected to play an increasingly important role in generating high-affinity, high-specificity antibodies for various disease targets, particularly in cancer immunotherapy and autoimmune disease research [14] Group 4 - Sanyou Bio is a high-tech biopharmaceutical company headquartered in Shanghai, China, with a vision to improve human life quality through innovative biopharmaceuticals and a mission to facilitate the development of innovative biopharmaceuticals [15] - The company has established a comprehensive research and development platform, focusing on new drug discovery, preclinical research, and intelligent drug development, with over 20,000 square meters of R&D and GMP facilities [15] - Sanyou Bio has built a global marketing network, collaborating with over 1,200 pharmaceutical and biotech companies, and has completed more than 1,200 new drug discovery and development service projects [15]
3个月涨超10倍:医药倒爷的资本艺术
阿尔法工场研究院· 2025-04-01 03:07
美股滚雪球 . 关注美股生物医药、中概股、互联网、云计算等投资逻辑 以下文章来源于美股滚雪球 ,作者牛唐 此前,Chimerix发布了治疗复发性H3 k27m突变弥漫性胶质瘤药物dordaviprone的临床二期数据,客 观缓解率(ORR)达28%,中位至缓解时间4.6月,中位缓解持续时间(DoR)10.4月。 作 者 | 牛唐 来源 | 美股滚雪球 导语:在被收购的 Chimerix上,大约合计3.1亿美元的投入,换来超6亿美元的回报。 3月5日,Jazz(Nasdaq:Jazz)宣布以每股8.55美元的现金(总对价约为9.35亿美元)收购Chimerix (Nasdaq:CMRX),预计将于2025年第二季度完成收购。 受此消息影响,Chimerix的股价单日暴涨70%,而在过去三个月,公司股价从去年12月初的0.8美元 涨至8.5美元,涨幅超十倍。 而在2022年与2023年,Chimerix的股价跌幅分别高达72.65%、48.16%,股价长期低于1美元,一家 陷入困境的药企为何在短期内重获资本市场的青睐? 为何连续出现惊人暴涨? 20204年12月9日,Chimerix公司宣布在与FDA充分沟通之后 ...
太猛了!从底部暴涨14倍,市值超2000亿,创历史新高!股民:你看不穿我的盲盒,正如我品不懂你的茅台
雪球· 2025-03-27 07:52
长按即可免费加入哦 潮玩一哥泡泡玛特暴涨近10%,创历史新高,市值超2000亿,自底部以来,股价已经涨超14倍。 有雪球App用户表示:你看不穿我的盲盒,正如我品不懂你的茅台。 此外创新药、半导体板块今天表现抢眼,恒生医药指数大涨5%等。 01 泡泡玛特股价创历史新高 泡泡玛特盘中涨超13%,股价续创历史新高,截至发稿涨近10%,总市值突破2000亿港元。 从2022年10月9.5港元的底部算起,目前股价已经涨超14倍。 中金公司表示,考虑到泡泡玛特国内、北美市场热度走高,利润率超预期,上调2025年经调净利润预测26%至58.2亿元,同时引入2026年预测73.3 亿元,当前对应2025/2026年31/24倍经调整P/E。维持"跑赢行业"评级,考虑到估值切换至2025年,业绩增速上调支撑P/E中枢,及港股新消费板块 估值上行,上调目标价79%至170港元。 雪球App用户@ Jamestotti :泡泡看懂一些的时候已经很贵了,没想到这之后又涨了这么多,吓人。不过这件事也让我们明白,即便老龄社会,社 会消费的主力永远是年轻人。所以明白年轻人喜欢什么很重要。思维不能固化。泡泡这种机会就是来源于生活,恭喜抓住 ...
Journey Medical (DERM) - 2024 Q4 - Earnings Call Transcript
2025-03-26 20:30
Journey Medical Corp (DERM) Q4 2024 Earnings Call March 26, 2025 04:30 PM ET Company Participants Jaclyn Jaffe - Senior Director of Corporate OperationsClaude Maraoui - Co-Founder, President and Chief Executive OfficerJoseph Benesch - CFOLouis Donati - Director - Market AccessSrinivas Sidgiddi - Vice President - Research & DevelopmentBrandon Folkes - Managing Director - Equity Research Conference Call Participants Thomas Flaten - Senior Research AnalystScott Henry - Managing Director & Senior Research Analy ...
Cognition Therapeutics(CGTX) - 2024 Q4 - Earnings Call Transcript
2025-03-20 17:15
Cognition Therapeutics, Inc (NASDAQ:CGTX) Q4 2024 Results Conference Call March 20, 2025 8:00 AM ET Company Participants Mike Moyer - LifeSci Advisors Lisa Ricciardi - Chief Executive Officer John Doyle - Chief Financial Officer Anthony Caggiano - Chief Medical Officer, Head of R&D Conference Call Participants Mayank Mamtani - B. Riley Securities Daniil Gataulin - Chardan Operator Greetings, and welcome to the Cognition Therapeutics Fourth Quarter and Full Year 2024 Earnings Call. [Operator Instructions] As ...
DiaMedica Therapeutics(DMAC) - 2024 Q4 - Earnings Call Transcript
2025-03-18 14:27
DiaMedica Therapeutics Inc. (NASDAQ:DMAC) Q4 2024 Earnings Conference Call March 18, 2025 8:00 AM ET Company Participants Rick Pauls - President and CEO Lorianne Masuoka - CMO Scott Kellen - CFO Conference Call Participants Thomas Flaten - Lake Street Chase Knickerbocker - Craig-Hallum Matthew Caufield - H.C. Wainwright Operator Good morning, ladies and gentlemen, and welcome to the DiaMedica Therapeutics Full Year 2024 Conference Call. An audio recording of the webcast will be available shortly after the c ...
科技+投资!机器人成券商策略会上“最靓的仔”
券商中国· 2025-03-14 01:36
3月13日,华泰证券、西南证券、华西证券均选在这一天召开春季策略会。 正如华泰证券机构业务委员会主席梁红在致辞中提到的,当前国际变局和科技进步正以前所未有的速度冲击传统秩序,中国 资产正在开启价值重估的大幕。 在此背景下,科技成为各家研究所的核心议题,不管是主会场还是分论坛,均以大篇幅多角度对科技产业逻辑进行剖析和解 读。值得一提的是,三家券商还不约而同在策略会现场安排了机器人、机器狗的表演及互动环节,生动演示了何为"科技+投 资"的深度融合。 券商策略会开卷机器人 券商扎堆召开春季策略会,宇树科技或许成为最大赢家。券商中国记者发现,3月13日在深圳、杭州、重庆三城,同步召开的 三家券商春季策略会,竟都安排了宇树科技的机器人及机器狗作为"特邀嘉宾",在现场与参会者零距离亲密互动。 华泰证券策略会会场外,参会者与机器人握手 华西证券策略会会场外,参会者观看机器狗表演 与此同时,各家券商策略会主题也基本聚焦以AI为代表的科技产业。例如,华西证券在3月13日上午的主论坛中,邀请了人工 智能相关行业的创始人,讲述AICG技术的商业应用以及AI眼镜的未来图景。 而华泰证券两天共6场分论坛中,仅科技主题论坛就有三场,分别 ...