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四环医药(00460)4月30日和5月2日购回总共336.7万股公司股份
智通财经网· 2025-05-02 12:06
董事会相信,实施购回股份符合本公司及其股东的整体利益。四环医药始终坚定落实打造中国领先医美 及生物制药企业的战略目标,本公司的医美及创新药新业务取得多项积极的业务进展,本公司精心孵化 的医美平台渼颜空间目前已发展成为国内领先的医美公司,拥有完整的研产销一体化平台,佈局了超过 60款的医美产品管线,覆盖爱美人士全生命周期需求。截至2024年12月31日止年度,本集团医美业务收 入达约人民币7.44亿元,同比增长约65.4%。此外,本集团的创新药研发进入中后期阶段。2024年本集 团共有28个医美及医药新产品获批上市,4个产品(6个适应症)进入研发关键节点。本集团预计该等药物 上市后将会给本集团的收入带来新的贡献,加上本集团预期将于其他业务板块寻求进一步业务进展。本 集团相信这些发展都将给本集团的收入及利润带来积极的贡献,本集团对本公司的未来发展前景充满信 心。 智通财经APP讯,四环医药(00460)发布公告,根据购回授权,本公司于2025年4月30日和2025年5月2日 以平均每股0.71港元的价格从市场购回总共336.7万股本公司股份(购回股份)。就购回股份已付的总购买 价(不包括佣金及其他开支)约239. ...
中金:维持荣昌生物(09995)“跑赢行业”评级 升目标价至45港元
智通财经网· 2025-05-02 02:25
Core Viewpoint - CICC maintains the profit forecast for Rongchang Biologics (09995) at a loss of 9.15 billion yuan for 2025 and a loss of 3.33 billion yuan for 2026, while raising the target price by 40.6% to 45 HKD, indicating a potential upside of 21.8% from the current stock price due to positive data from the gMG trial of Taitasip [1] Group 1 - The company's Q1 2025 performance met expectations, with revenue of 526 million yuan, a year-on-year increase of 59.17%, and a net profit loss of 254 million yuan, which is a nearly 1 billion yuan reduction in loss compared to the previous year [2] - Product revenue showed strong year-on-year growth, with operating cash flow improving significantly; the company reported a net cash outflow of 188 million yuan in Q1 2025, an improvement of 238 million yuan year-on-year, mainly due to increased sales collections [3] Group 2 - Taitasip's Phase III clinical trial data for treating generalized myasthenia gravis (gMG) showed excellent results, with 98.1% of patients improving their MG-ADL score by at least 3 points after 24 weeks, compared to 12% in the placebo group; the overall score decreased by 5.74 points [4] - The safety profile of Taitasip was comparable to the placebo group, with a lower incidence of infection-related adverse events (45.6% vs. 59.6%); the drug's market application for gMG is expected to be approved in the second quarter of this year [4]
浙江诚意药业股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-30 13:58
登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码:603811 公司简称:诚意药业 浙江诚意药业股份有限公司2024年年度报告摘要 第一节 重要提示 1、本年度报告摘要来自年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投 资者应当到www.sse.com.cn网站仔细阅读年度报告全文。 2、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性,不存在虚假记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 3、公司全体董事出席董事会会议。 4、中汇会计事务所(特殊普通合伙)为本公司出具了标准无保留意见的审计报告。 5、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 2025年4月28日,公司召开第四届董事会第十三次会议,审议通过公司2024年度利润分配预案。公司拟 以实施权益分派股权登记日登记的扣除库存股后的总股本为基数,拟向全体股东每10股派送现金红利 2.50元(含税),以此计算派发现金79,421,381.00元(含税)。如在实施权益分派的股权登记日前,上 述总股本发生变化,公司拟维持每股分配比例不变,相应调整分配总额,剩余 ...
奥浦迈(688293):2024年报、2025年一季报点评:培养基业绩增速亮眼,放量逻辑持续验证
Soochow Securities· 2025-04-29 13:04
证券研究报告·公司点评报告·生物制品 奥浦迈(688293) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 243.12 | 297.24 | 390.60 | 518.08 | 655.77 | | 同比(%) | (17.41) | 22.26 | 31.41 | 32.64 | 26.57 | | 归母净利润(百万元) | 54.04 | 21.05 | 66.50 | 108.58 | 140.94 | | 同比(%) | (48.72) | (61.04) | 215.86 | 63.29 | 29.80 | | EPS-最新摊薄(元/股) | 0.48 | 0.19 | 0.59 | 0.96 | 1.24 | | P/E(现价&最新摊薄) | 86.68 | 222.49 | 70.44 | 43.14 | 33.23 | [Table_Tag] [Table_Summary] 投资要点 2025 年 04 月 ...
逆势增长!赛默飞Q1财报表现抢眼
仪器信息网· 2025-04-25 06:11
特别提示 微信公众号机制调整,请点击顶部"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。 专业诊断部门 的收入为11 . 4 8亿美元,与2 0 2 4年第一季度相比略涨0 . 3 9亿美元。 | Business Segment Information | | Three months ended | | | | --- | --- | --- | --- | --- | | | March 29, | % of | March 30, | % of | | (Dollars in millions) | 2025 | Revenues | 2024 | Revenues | | Revenues | | | | | | Life Sciences Solutions | 2,341 | 22.6% S | 2,285 | 22.1% | | Analytical Instruments | 1,718 | 16.6% | 1,687 | 16.3% | | Specialty Diagnostics | 1,148 | 11.1% | 1,109 | 10.7% | | ...
荣昌生物接待181家机构调研,包括淡水泉(北京)投资、银华基金、华夏基金、浙商医药等
Jin Rong Jie· 2025-04-11 10:01
Core Viewpoint - Rongchang Biopharma disclosed its research reception announcement, indicating strong financial performance and significant progress in core pipeline development for 2024, with a focus on various therapeutic areas [1][2]. Financial Overview - The company reported a revenue of 1.717 billion yuan for 2024, representing a year-on-year growth of 58.5% [7]. - The sales expense ratio for 2024 was 55.3%, a decrease of 16.3 percentage points compared to the previous year [7]. - Research and development expenses increased to 1.54 billion yuan, up 17.9% year-on-year [7]. - The overall gross margin for 2024 was 80.4%, an increase of 3.0 percentage points from the previous year [7]. - As of the end of 2024, the company had approximately 1 billion yuan in cash and cash equivalents, with sufficient loan credit lines available [7]. Core Pipeline Development Progress 1. **RC18 in China** - Myasthenia Gravis (MG): BLA application has been accepted, with data presented at the AAN conference showing significant clinical efficacy [4]. - Primary Sjögren's Syndrome (pSS): Phase III enrollment is complete, with normal progress in medication and follow-up [4]. - IgA Nephropathy (IgAN): Phase III enrollment is complete, with normal progress in medication and follow-up [4]. 2. **RC18 Overseas** - Systemic Lupus Erythematosus (SLE): Phase III international multicenter clinical research is ready [5]. - Myasthenia Gravis (MG): Continuous enrollment in Phase III [5]. 3. **RC48 in China** - Urothelial Carcinoma (UC): Phase III for first-line combination therapy is complete, with normal progress in medication and follow-up [6]. - Gastric Cancer (GC): Phase III for first-line combination therapy has started, with patient enrollment underway [6]. 4. **Other Pipeline Developments** - RC88: Phase II clinical trial for advanced malignant solid tumors has completed enrollment [10]. - RC148: Observed good efficacy and safety in single-agent clinical exploration, with ongoing Phase II trials for advanced lung cancer [11]. - RC278: ADC drug using next-generation conjugation technology for various solid tumors [12]. - RC28: Phase III clinical trials for diabetic macular edema (DME) and wet age-related macular degeneration (wAMD) have completed enrollment [13].
3 Biopharmaceutical Stocks Bucking the Sell-Off
MarketBeat· 2025-04-10 11:02
With tariffs sending markets reeling in the first days of the second quarter—the S&P 500 dropped roughly 10% in the five trading periods through Apr. 7, 2025—investors with cash to spend might be looking for an opportunity. While it's true that some of the biggest firms in the world started April with major share price discounts, investors may want to find companies to target that have been more or less bulletproof in the extreme uncertainty characterizing the market. Three biopharmaceuticals firms—Alumis N ...