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远大医药20250313
2025-04-15 14:30
普通话的华语声音好嘞 谢谢谢谢大博士大博士 能听到我的密码吗我再确认一下能听到 非常清楚好嘞 讲到我们就开始了各位投资者粉丝朋友们大家早上好我是远大医药的总裁周高首先还是请代表我们公司的王雅诚欢迎各位参加远大医药2024年的疫情发挥同时也非常感谢今天阿联酒券 中银公司国际证券 西都证券中信证券 星叶证券 延安证券国盛证券 广华证券 国家安全首先一定要认识作为选举机会的联谊主持人 我觉得大家应该都有同样的感受吧,就像刚才赵文波所讲的,机遇和挑战并存一方面我们整个大的医药行业进入了改革的这个深水区,行业生态在持续向往重促另一方面呢,整个国产的创新药也迎来了全面调的政策支持,为整个医药行业进入了比较强劲的发展动能 在这样一个大体背景下,我们原来一样的使用了坚实的以创新为驱动,预教我们的核心领域不仅实现了整体业绩的稳定增长,更在创新要领域取得了比较显著的成效整个公司的产品管线持续的进行多元化的升级为未来的可视域发展建立了一个比较 坚持着进步然后我们来去看一下那个数据吧可以看到我们学中资全年体现的收入大概是116.4亿港币同比增长了12.8%规模间对外24.7亿港币同比增长了34% 而且值得注意的是,对于大家最为关注的 ...
【国信电子胡剑团队】歌尔股份:盈利能力回升全面拥抱AIOT终端新机遇
剑道电子· 2025-04-08 10:06
点击 关注我们 报告发布日期:2025年4月7日 报告名称:《歌尔股份(002241.SZ) - 盈利能力回升全面拥抱AIOT终端新机遇 》 分析师:胡剑 S0980521080001/胡慧 S0980521080002/ 叶 子 S0980522100003 / 詹浏洋 S0980524060001 / 张大为 S0980524100002 联系人:连欣然 完整报告请扫描下方二维码 电声器件全球龙头,充分受益AIoT发展趋势 歌尔股份成立于2001年6月,以微型声学元器件起家,2010年公司切入北美大客户,进入爆发式增长期,2015 年,公司提出"精密零组件+智能硬件整机"战略,形成精密零组件、智能声学整机和智能硬件产品三大产品矩 阵(2024年公司三大板块营收分别占比14.9%、26.0%、56.7%),逐步成长为电声器件全球龙头。2024年公司 实现营业收入1009.54亿元(YoY +2.41%),实现归母净利润26.65亿元(YoY +144.93%),对应4Q24实现营业收入 313.08亿元(YoY +27.13%,QoQ +6.99%),实现归母净利润3.20亿元(YoY +63.23%,Qo ...
Sunshine Biopharma Stock Shoots Higher On Encouraging Data From mRNA-Based Liver Cancer Drug
Benzinga· 2025-04-02 15:35
Sunshine Biopharma Inc. SBFM traded higher on Wednesday, with a session volume of 19.07 million compared to an average volume of 88.16K, according to data from Benzinga Pro.The company on Wednesday announced that it has completed additional studies on orthotopic human tumor models in mice confirming its K1.1 mRNA Lipid Nanoparticle (K1.1-mRNA-LNP) product as a therapeutic agent for human hepatocellular carcinoma.Human hepatocellular carcinoma (HCC) is the third leading cause of cancer-related deaths worldwi ...
Maravai LifeSciences(MRVI) - 2024 Q4 - Earnings Call Transcript
2025-03-20 21:00
Maravai LifeSciences (MRVI) Q4 2024 Earnings Call March 20, 2025 05:00 PM ET Company Participants Deb Hart - Head of Investor RelationsKevin Herde - Executive VP & CFOTrey Martin - CEODoug Schenkel - Managing DirectorRicki Levitus - Equity Research Associate - Life Sciences Tools & DiagnosticsDan Arias - Managing DirectorBrandon Couillard - Managing Director Conference Call Participants Matt Stanton - AnalystMatt Larew - Research Analyst - HealthcareTejas Savant - Executive Director & Senior Healthcare Equi ...
Meta:Reality Labs 是这家公司最棒的地方
美股研究社· 2025-03-20 10:55
作 者 | Apollonian Research 编译 | 华尔街大事件 市场从未真正喜欢过Meta(NASDAQ:META)的 Reality Labs 或扎克伯格对元宇宙的愿景,但其核心业务 Family of Apps 是一台如此赚钱的机器,以至于许多投资者能够忽略业务其他部分的现金消耗。 本文提 出了一个反向观点,即 Reality Labs 不是害群之马,而是让 Meta 成为目前 Mag7 中最具吸引力的公司。 再加上已经很具吸引力的估值,Meta 显然值得买入。 从印刷机和蒸汽机到互联网和智能手机,突破性技术可以带来大量利润。目前,一些可预测的新兴技术将 为公司带来可观的收入。其中之一是人工智能,另一个是自动驾驶,这使特斯拉的股价与其核心汽车业务 脱节。Meta 的独特之处在于,它对另一项新兴技术的投资并没有使股价溢价,而是折价。 2021 年 10 月 28 日,Facebook 更名为 META,2022 年 Reality Labs 部门的运营亏损开始增加,投资者 集体失去了理智,股价跌至 100 美元左右。在意识到 META 尽管转向了 Metaverse,但仍拥有惊人的现 金流后,他 ...
Hyperfine(HYPR) - 2024 Q4 - Earnings Call Transcript
2025-03-17 20:30
Hyperfine (HYPR) Q4 2024 Earnings Call March 17, 2025 04:30 PM ET Company Participants Marissa Bych - PrincipalMaria Sainz - President and Chief Executive OfficerBrett Hale - CFO & Chief Administrative OfficerBrandon Carney - Senior Research AssociateYoung Li - Senior VP - Equity Research Conference Call Participants None - Analyst Operator I would now like to turn the conference over to Marisa Beich. You may begin. Marissa Bych Thank you for joining today's call. Earlier today, Hyperfine Inc. Released fina ...
BioNTech SE(BNTX) - 2024 Q4 - Earnings Call Transcript
2025-03-10 16:14
BioNTech SE (NASDAQ:BNTX) Q4 2024 Earnings Conference Call March 10, 2025 8:00 AM ET Company Participants Michael Horowicz - Director, Investor Relations Ugur Sahin - Co-Founder and Chief Executive Officer Ozlem Tureci - Co-Founder and Chief Medical Officer Jens Holstein - Chief Financial Officer Ryan Richardson - Chief Strategy Officer Conference Call Participants Daina Graybosch - Leerink Partners Akash Tewari - Jefferies Chris Shibutani - Goldman Sachs Tazeen Ahmad - Bank of America Securities Terence Fl ...
Natera(NTRA) - 2024 Q4 - Earnings Call Transcript
2025-02-28 05:23
Natera, Inc. (NASDAQ:NTRA) Q4 2024 Earnings Conference Call February 27, 2025 4:30 PM ET Company Participants Mike Brophy - Chief Financial Officer Steve Chapman - Chief Executive Officer Alexey Aleshin - GM Oncology, CMO Solomon Moshkevich - President, Clinical Diagnostics John Fesko - President and Chief Business Officer Conference Call Participants Doug Schenkel - Wolfe Research Rachel Vatnsdal - JPMorgan Tejas Savant - Morgan Stanley Tycho Peterson - Jefferies Puneet Souda - Leerink Partners Catherine S ...
Vaxcyte(PCVX) - 2024 Q4 - Earnings Call Transcript
2025-02-26 08:26
Vaxcyte, Inc. (NASDAQ:PCVX) Q4 2024 Earnings Conference Call February 25, 2025 4:30 PM ET Company Participants Andrew Guggenhime - President and CFO Grant Pickering - CEO Jim Wassil - EVP and COO Conference Call Participants Roger Song - Jefferies Salim Syed - Mizuho Umer Raffat - Evercore Seamus Fernandez - Guggenheim Tom Shrader - BTIG Joseph Stringer - Needham & Company Operator Good afternoon, my name is Jess, and I will be your conference operator today. At this time, I would like to welcome everyone t ...
Veracyte(VCYT) - 2024 Q4 - Earnings Call Transcript
2025-02-25 03:53
Veracyte, Inc. (NASDAQ:VCYT) Q4 2024 Earnings Conference Call February 24, 2025 4:30 PM ET Company Participants Shayla Gorman - Senior Director of Investor Relations Marc Stapley - Chief Executive Officer Rebecca Chambers - Chief Financial Officer Conference Call Participants Doug Schenkel - Wolfe Research, LLC Mason Carrico - Stephens Inc. Puneet Souda - Leerink Partners Maggie Boeye - William Blair & Company Lu Li - UBS Group AG Corey Rosenbaum - Scotiabank Subbu Nambi - Guggenheim Securities, LLC Yuko Ok ...