以下文章来源于SCIEX ，作者SCIEX SCIEX . SCIEX 中国，让质谱改变每个人的生活！ 美国东部时间2025年6月2日上午7时 (承接SCIEX高端四极杆7500+系统) ： 在ASMS 2025年会上，全球生命科学分析技术创新者、丹纳赫集团（纽约证券交易所代码：DHR）旗下运 营公司SCIEX正式推出ZenoTOF 8600系统，为高分辨质谱产品树立全新标杆。该系统在定性和定量的能力 均有出色表现，其不仅提升了对复杂结构的解析能力，还能使科学家能够在短时间内从复杂样本中精准定 量数千种物质。 ZenoTOF 8600系统将高灵敏度性能与SCIEX数十年的三重四极杆创新经验相承接，其 核心突破技术包 括： OptiFlow Pro离子源、DJet离子导入 和双频QJet离子导向器： 显著提升离子生成与传输效率，结合ZenoTrap离子阱技术，灵敏度较前代产品提升10倍。 Mass Guard技术 有效防止系统污染，延长仪器稳定运行时间。 新型光学检测器： 支持更高离子电流下的高效运行。 ZT Scan DIA 2.0模式： 对SCIEX领先的DIA数据非依赖性采集技术进一步升级，赋能更广质量范 ...

智通财经APP获悉，5月30日，中国证监会公布境外发行上市备案补充材料要求公示(2025年5月23日— 2025年5月29日)。中国证监会要求安诺优达基因科技(北京)股份有限公司(简称：安诺优达)说明公司注 销浙江安诺优达、安维康科技、义乌检验所的原因及办理进展及开展IVD检测试剂盒、测序仪及生物信 息学分析软件以及配套技术支持及实验室设计服务等业务取得资质许可的情况等。据港交所3月25日披 露，安诺优达向港交所主板提交上市申请，建银国际、国泰君安国际为其联席保荐人。 中国证监会请公司补充说明以下事项，并请律师进行核查并出具明确的法律意见: 一、请说明公司注销浙江安诺优达、安维康科技、义乌检验所的原因及办理进展，是否对公司业务构成 重大不利影响。 二、请具体说明员工持股计划的人员构成，夏佐全通过其控制的时丰华富向李志民授予股权激励份额是 否已履行必要的决策程序，并就员工持股计划的价格公允性、规范运行情况及其实施是否合法合规出具 明确结论性意见。 三、请说明开展IVD检测试剂盒、测序仪及生物信息学分析软件以及配套技术支持及实验室设计服务等 业务取得资质许可的情况。 四、请说明公司前期通过北京医检所、义乌检验所、 ...

Financial Data and Key Metrics Changes - The company is focused on achieving high single-digit revenue growth and 500 basis points of margin expansion by 2027, excluding the Greater China region [30][31] - The company has made cost reductions of approximately $100 million this year and beyond to improve its financial position [24][36] Business Line Data and Key Metrics Changes - The clinical segment accounts for approximately 55% of revenue and showed strong growth in Q1, with good placements of the X platform and mid-single-digit growth in consumables [60] - The academic and government end market, which represents about 50% of revenue, has been lowered by 15% in guidance due to funding pressures [42][47] Market Data and Key Metrics Changes - The company has noted that more than 50% of its revenue comes from clinical applications, with less than 50% from academic research, indicating a significant reliance on clinical markets [44] - The company expects the long-term growth rate for the academic market to return to around 6%, but anticipates subdued growth through 2025 due to current uncertainties [46][47] Company Strategy and Development Direction - The company is transitioning to focus on end-to-end workflows and deep insights rather than solely on sequencing, aiming to drive genomics to the next level [26][30] - The strategy emphasizes customer intimacy and operational excellence, with a commitment to innovation and maintaining a competitive edge in the market [17][71] Management's Comments on Operating Environment and Future Outlook - Management acknowledged unexpected challenges in 2025, including being placed on the unreliable entity list by Chinese authorities and NIH funding challenges, but emphasized the importance of controlling what can be controlled [21][22] - The company remains optimistic about growth opportunities in the multiomics space and believes that new product introductions will drive future revenue [34][39] Other Important Information - The company is committed to maintaining a strong presence in China, despite current challenges, and sees potential long-term opportunities in the market [54][56] - The company has launched new technologies, such as Constellation, which are expected to enhance its product offerings and customer engagement [74][90] Q&A Session Summary Question: What are the company's expectations for academic growth? - Management believes that academic growth may return to the expected 6% in the future, but it is uncertain whether this will happen within the next four years [42][46] Question: How does the company plan to address competition in the clinical market? - Management emphasized the importance of innovation and customer reliance on Illumina's solutions, stating that customers recognize the value of their investments in Illumina's technology [62][66] Question: What is the company's stance on the situation in China? - Management stated that while China represents less than 5% of revenue, they are actively working to improve relations and maintain a presence in the market, viewing it as a long-term opportunity [52][54]

导读： 布鲁克公司发布2025年Q1财报，营收增长11.0%，核心业务BSI表现强劲，但对全年持谨慎态度，受美国研究经费削减等影响，预计营收冲击1亿美元。 公司计划通过成本控制等措施缓解压力。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 在全球科研与经济环境充满不确定性的背景下，Br u k e r（布鲁克）于近日发布了2 0 2 5年第一季度财报，展现出韧性与增长并存的稳健表现。 数据显示 2 0 2 5年Q1实现营收 8 . 0 1 4亿美元 ，比2 0 2 4年Q1的7 . 2 1 7亿美元 增长了11 . 0% 。本季度营收有机增长为2 . 9%，按固定汇率（CER） 计算的营收增长为1 2 . 5%。其中，来自收购的营收增长为9 . 6%，外汇换算则带来1 . 5个百分点的负面影响。 Bruke r 的 核 心 业 务 板 块 —— 科 学 仪 器 （ BSI ） 在 本 季 度 表 现 尤 为 强 劲 ， 营 收 达 7 . 4 4 5 亿 美 元 ， 同 比 增 长 1 4 . 3% ， 有 机 营 收 增 长 5 . 1 ...

方舟投资创始人伍德认为，特朗普的关税政策本质是为了减少贸易壁垒，这对股市来说是积极信号。她 上周在美中经贸关系缓和之际增持了中国科技股。 木头姐;、方舟投资（ARK Invest）创始人凯西・伍德（Cathie Wood）认为，在经历美国总统特朗普4月 关税政策引发的波动后，股市可能迎来转折点。 她周一在采访中表示，投资者开始意识到国际贸易谈判可能导向解放市场;。伍德称，她认为白宫的策 略本质是减少贸易壁垒：若最终达成这一目标，相当于减税，是积极信号。;谈及本月美英达成的贸易 协议，伍德表示希望更多协议能落地，成为美国开放市场的双向通道;。 伍德在2020年斩获153%的惊人收益，借此树立声誉并吸引了忠实跟随者。但她的长期表现令许多人对 其激进风格存疑。截至5月16日，管理规模50亿美元的ARK创新ETF五年年化回报率仅为0.59%，同期标 普500年化回报率为17.57%。 当被问及美国预算赤字膨胀问题时，伍德称相信随着技术创新加速，美国能够通过增长摆脱赤字;。其 投资基金以押注颠覆性技术闻名的伍德重申，医疗保健行业是最被低估;的人工智能（AI）应用受益 者，新工具正加速药物发现与开发。 伍德以支持AI和机 ...

今天分享的是：沙利文：2024年AI生命组学市场研究报告 报告共计：18页 一、行业定义与核心特征 AI生命组学以多组学数据为基础，通过AI算法实现数据的高效管理与挖掘、多维度整合分析及疾病机理解析。其关键特征包 括： - 数据智能处理：针对临床队列数据的高维度、高噪声特性，AI技术可自动完成降维、去噪和特征选择，优化专病队列设计，加 速生物标志物发现。 - 多组学整合分析：整合DNA测序、RNA表达谱、代谢物谱等多源数据，通过算法融合不同层面信息，揭示基因调控网络与代 谢途径的动态关联。 - 疾病与药物研究赋能：在致病机理研究中，AI通过对比患者与健康个体数据识别分子标志物；在药物开发中，支持靶点发现、 抗体优化及虚拟筛选，显著缩短研发周期。 - 个性化医疗应用：基于患者组学数据与临床病史，AI提供定制化治疗方案，覆盖肿瘤免疫疗法、罕见病诊断等领域，提升治疗 精准度。 二、市场分类与产业链布局 AI生命组学市场分为五大核心领域： 1. AI队列数据中心解决方案：智能化管理临床数据与样本，优化患者招募和试验设计，提升研究效率。 《2024年AI生命组学市场研究报告》核心内容总结 AI生命组学作为生命科学与人工 ...

今天分享的是：AI专题：2024年AI生命组学市场研究报告 报告共计：18页 《AI专题：2024年AI生命组学市场研究报告》指出，AI生命组学作为融合生命科学与人工智能的交叉领域，通过机器学习和深度学习算法解析基因组、转 录组、蛋白质组等多组学数据，实现疾病机理研究、药物研发、个性化医疗等场景的突破。其核心特征包括高效数据管理、多组学整合分析、疾病机理解析 及药物开发优化，例如通过AI预测蛋白质结构（如AlphaFold）加速靶点发现，或利用多模态数据整合推动癌症精准分型。 行业发展历经基因组学起步、蛋白质组学扩展、多组学融合及当前的成长期，2020-2023年市场规模从164亿元增长至241亿元，年复合增长率24.79%，预计 2028年达703亿元。核心应用场景涵盖AI队列数据中心（优化临床试验流程、提升患者招募效率）、AI-BT软件平台（生物样本库智能化管理、实验室信息 化）、多组学数据分析（整合多维数据揭示分子机制）、医工转化（缩短药物研发周期）及AI医学技术服务（精准诊断、疗效评估）。 产业链涉及信息搜集、样本库建设、靶点筛选、药物设计及临床数据分析，但面临数据异质性、跨机构协作不足等挑战。驱动因 ...

Biodesix (BDSX) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Speaker0 Please be advised that today's conference is being recorded. I would now like to hand the conference over to Chris Brenzi. You may begin. Speaker1 Thank you, operator, and good afternoon, everyone. Today, Biodesix released results from the first quarter of twenty twenty five. Leading the call today will be Scott Hutton, Chief Executive Officer. He is joined by Robin Harpurkawi, Chief Financial Officer. An audio recording of today's call ...

Financial Data and Key Metrics Changes - Q1 2025 revenue was $1,040 million, down 1.4% year over year, with constant currency revenue roughly flat [19][30] - Non-GAAP EPS was $0.97, at the high end of guidance [18][27] - Non-GAAP gross margin increased by 30 basis points year over year to 67.4% [24] - Non-GAAP operating margin was 20.4% in Q1 [27] - Cash flow from operations was $240 million, with free cash flow at $208 million [28] Business Line Data and Key Metrics Changes - Sequencing consumables revenue was $696 million, growing approximately 1% year over year [19] - Sequencing instruments revenue was approximately flat at $109 million [22] - Sequencing service and other revenue decreased by approximately 5% year over year to $142 million [23] Market Data and Key Metrics Changes - Clinical business consumables grew mid-single digits, while research consumables were down in the high mid to high single-digit range [49] - The Greater China region is expected to contribute only $165 million to $185 million in full-year revenue, significantly down from previous levels [30][32] Company Strategy and Development Direction - The company aims for high single-digit revenue growth and 500 basis points margin expansion by 2027, excluding Greater China [8][10] - A $100 million cost reduction program was initiated to address challenges in China and the U.S. funding environment [11][25] - The company is focused on advancing its Multiomics ecosystem and has several new product launches planned for 2025 and 2026 [13][16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged macroeconomic challenges but emphasized the resilience of the business and strong sequencing activity [6][44] - The company is actively engaging with regulatory authorities in China to find long-term solutions [10][32] - Management expressed confidence in the long-term growth trajectory despite current headwinds [9][39] Other Important Information - The company is revising its guidance to reflect geopolitical impacts, particularly in China [29] - The estimated gross cost of tariffs for 2025 is approximately $85 million, impacting margins [34][35] Q&A Session Summary Question: What is the outlook for revenue growth and margins? - Management believes revenue growth will rebound and margins will expand above 25% in the future, with a focus on cost control [41][42] Question: What are the growth rates for clinical and research segments? - Clinical revenue grew mid-single digits, while research revenue is expected to decline in the mid-double digits for the remainder of the year [49][50] Question: How are tariffs affecting demand? - No significant change in customer behavior was observed in Q1 due to tariffs, but future impacts are anticipated [66][68] Question: What is the impact of China on future revenue? - The company expects continued revenue decline from China, with proactive measures in place to mitigate risks [96]

Bruker (BRKR) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Good day, and welcome to the Bruker Corporation First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Joe Director of Investor Relations. Please go ahead. Speaker1 Good morning. I would like to welcome everyone to Bruker Corpo ...