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摩根士丹利:中国医疗保健_第十一批国家药品集中采购即将启动
摩根· 2025-06-25 13:03
China Healthcare | Asia Pacific 11th Round of National Drug VBP Around the Corner Key Takeaways Drug selection criteria aims to balance pricing against clinical practice considerations: Among the 75 drugs proposed, 14 drugs will be further evaluated ( Exhibit 1 ), including: 1) five whose generic products have narrower indications approved than the originators' drugs. The reported volume for these drugs may be limited to the scope of commonly-approved indications; 2) nine generics are considered to have rel ...
PROCEPT BioRobotics (PRCT) 2023 Earnings Call Presentation
2025-06-24 14:47
BPH Market & Aquablation Therapy - Benign Prostatic Hyperplasia (BPH) affects approximately 40 million men in the U S [21] - The U S BPH surgical market represents a ~$20 billion opportunity [27] - Approximately 70% of prostates treated with Aquablation in the U S are less than 100ml in size [41] - Aquablation therapy provides effective, safe, and durable outcomes independent of prostate size, shape, and surgeon experience [36] Financial Performance & Guidance - Total revenue increased by 72% year-over-year to $24 4 million in Q1 2023 [51] - U S Aquabeam install base increased by 106% year-over-year to 192 systems in Q1 2023 [51] - U S handpieces sold increased by 139% year-over-year in Q1 2023 [51] - The company projects total revenue of $128 0 million for 2023, representing approximately 71% year-over-year growth [53, 54] - The company anticipates a gross margin of 54% for 2023 [54] Commercial Strategy & Expansion - The company is targeting 860 high-volume hospitals in the U S with an annual resective volume of ≥100 procedures [62] - 17 Strategic IDNs account for ~29% of BPH hospitals and ~26% of high-volume centers [70] - 65% of high volume hospitals are within a 100-mile radius of Robotic Sales Representatives [73]
PROCEPT BioRobotics (PRCT) 2024 Earnings Call Presentation
2025-06-24 14:46
Investor Event © 2024 PROCEPT BioRobotics Corporation. All Rights Reserved. Safe Harbor Statement This presentation and accompanying oral presentation contain "forw ard-looking statements" w ithin the meaning of the Private Securities Litigation Reform Act of 1995, including the ex pected financial results of PROCEPT BioRobotics Corporation (the "Company"). W ords such as "anticipates," "believes," "ex pects," "intends," "projects," "anticipates," and "f uture" or similar ex pressions are intended to identi ...
报名:医保、市场准入政策培训交流会
思宇MedTech· 2025-06-23 08:23
思宇年度活动回顾: 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 | 首届全球医美科技大会 参会需付费,价格:1200元/人。 名额有限,请尽早报名~ # 报名方法 请复制以下链接至IE浏览器 或 点击文末 " 阅读原文 "报名(会有工作人员联系) https://docs.qq.com/form/page/DUFpkTmZiSHVad0JJ 或者 扫描下方二维码报名 | 主持人:刘 贞 中国医学装备协会应用评价分会秘书长 | | --- | | 09:00-09:20 领导致辞 | | 嘉宾:蔡 葵 中国医学装备协会应用评价分会会长 | | 09:20-09:50《医院新产品准入流程》 | | 嘉宾:郑蕴欣 上海市第六人民医院临港院区副院长 | | 09:50-10:20 《高质量发展下创新医疗器械在医疗机构中的准入与评估》 | | 嘉宾:张璐璐 首都医科大学附属北京友谊医院医学工程处 | | 10:20-10:50《医院物价提单流程要求》 | | 嘉宾:赖雪蕾 北京市海淀医院、北京大学海淀区医学装备科主任 | | 10:50-11:00 茶歇 | | 11:00-11:30《VBP政策介 ...
【环球财经】巴西政府预测持续福利金受益人数至2060年将翻倍
Xin Hua Cai Jing· 2025-06-22 05:47
持续福利金是巴西政府为极度贫困的老年人及残障人士提供的一项非缴费型社会福利,领取金额等同月 最低工资。从2025年1月1日起,巴西的月最低工资标准为1518雷亚尔。 随着人口老龄化和弱势群体数量的增加,据巴西社会发展部(MDS)2026年《预算指引法案》 (PLDO),持续福利金受益人数预计将从2026年的670万人增长至2060年的1410万人,增幅高达 111%;年度支出将从2026年的1334亿雷亚尔激增至2060年的1.5万亿雷亚尔,累计增长超过10倍。 新华财经圣保罗6月22日电(记者杨家和)巴西政府最新预测显示,未来34年,该国最低收入保障制度 之一的持续福利金(BPC:Pagamento de Benefício Contínuo即Continuous Benefit Payment)将经历显著 扩张,受益人数量可能翻倍。 为应对持续福利金开支不断扩张带来的财政压力,联邦政府已将其纳入《2026-2029年财政支出复审附 件》。相关措施包括加强数据核查、设立两年一度的资格重新评估制度等,预计在2025至2029年间可节 省154亿雷亚尔财政支出。 巴西规划、预算和管理部回应,持续福利金在保护社会 ...
沪镍不锈钢市场周报:原料偏紧需求乏力,镍不锈钢弱势调整-20250620
Rui Da Qi Huo· 2025-06-20 11:02
瑞达期货研究院 「2025.06.20」 沪镍不锈钢市场周报 原料偏紧需求乏力 镍不锈钢弱势调整 研究员: 王福辉 期货从业资格号F03123381 期货投资咨询从业证书号Z0019878 获取更多资讯 业 务 咨 询 添 加 客 服 关 注 我 们 目录 1、周度要点小结 2、期现市场 3、产业情况 「 周度要点小结」 来源:瑞达期货研究院 3 周度回顾:本周沪镍主力震荡下跌,周线涨跌幅为-1.37%,振幅1.90%。截止本周主力合约收盘报价118280元/吨。 行情展望:宏观面,美联储公布6月利率决议,将基准利率维持在4.25%-4.50%不变,连续第四次会议按兵不动, 符合市场预期。基本面,印尼政府PNBP政策实施,提高镍资源供应成本,内贸矿升水持稳运行;菲律宾镍矿供应 回升,不过国内镍矿港库下降,原料呈现偏紧局面。冶炼端,目前原料价格较高,而镍价处于下行趋势,对其余 冶炼厂造成利润亏损的影响,部分非一体化冶炼厂选择减产。需求端,不锈钢厂利润压缩,300系转产其他产品; 新能源汽车需求继续爬升,但占比较小影响有限。近期供需两弱,下游按需采购,国内库存下降;但海外库存持 稳。技术面,持仓减量空头减弱,预计 ...
菲利华(300395):菲利华电子布及掩膜版新兴业务乘势而上
Changjiang Securities· 2025-06-11 14:28
公司研究丨深度报告丨菲利华(300395.SZ) [Table_Title] 菲利华电子布及掩膜版新兴业务乘势而上 %% %% %% %% research.95579.com 报告要点 [Table_Summary] 我们在上一篇报告中系统性梳理了菲利华在航空航天、半导体、光学以及先进方向四大业务领 域八大细分方向的布局,本篇报告则聚焦石英电子布和光学掩膜版,揭示其高端民用布局未来 的成长空间。AI 等大算力场景牵引 224Gbps 高速互联技术应用提速,推动 PCB 及覆铜板技术 迭代,石英电子布依托低介电常数以及低介电损耗,成为高频高速覆铜板理想原材料,菲利华 子公司中益新材从 2017 年启动相关研发,目前主推第二代超低损耗石英电子布,进入批量制 备和供货阶段,规划 2030 年产能是 2024 年产能的 20 倍,公司前瞻布局精准卡位乘势而上。 分析师及联系人 [Table_Author] 王贺嘉 王清 杨继虎 SAC:S0490520110004 SAC:S0490524050001 SAC:S0490525040001 SFC:BUX462 张晨晨 张飞 李麟君 SAC:S04905240800 ...
Teleflex Highlights Prostate Health and Quality-of-Life Awareness Through Two Key Public Initiatives During Men’s Health Month
GlobeNewswire· 2025-06-11 10:30
Core Insights - Teleflex Incorporated has launched two initiatives to raise awareness about benign prostatic hyperplasia (BPH) during Men's Health Month, focusing on quality-of-life issues and potential rectal toxicity from prostate cancer radiation treatment [3][8]. Group 1: Awareness Initiatives - The initiatives include the "Prostate Monster" ad campaign and the Prostate Education Express, a mobile training center that will tour major U.S. cities throughout 2025 [4][5]. - The Prostate Education Express aims to educate both physicians and the community about BPH and the benefits of the UroLift™ System and Barrigel™ rectal spacer [4][7]. Group 2: UroLift™ System - The UroLift™ System is a minimally invasive treatment for BPH symptoms, indicated for men aged 45 and older, and has been used to treat over 500,000 men globally [10][6]. - A clinical study showed a low retreatment rate of about 2-3% per year, indicating the durability of the UroLift™ System [10]. Group 3: Barrigel™ Rectal Spacer - Barrigel™ rectal spacer is the first hyaluronic acid rectal spacer designed to protect the rectum during radiation therapy for prostate cancer, with over 50,000 men treated [12][8]. - A clinical study found that 98.5% of men treated with Barrigel™ achieved at least a 25% reduction in radiation to the rectum, with an average reduction of 85% [8].
高盛:中国医疗保健_2025 年 5 月中国医院设备招标_同比增长延续,而药品集中采购冲击超声设备价格
Goldman Sachs· 2025-06-11 02:16
10 June 2025 | 6:06PM CST China Healthcare: May 2025 China hospital equipment bidding: YoY growth continued, while VBP hits ultrasound price We continue to track the procurement value of main medical devices in China. As we expected, the May data showed continued strong YoY growth (+91%), but a MoM decline (-13%). Taking into account that May 2024 was a low base caused by delays in trade-in program, comparing the May 2025 data to May 2023 still reveals a 33% increase. In our view, this indicates that hospit ...
Top Ships: Rubico Spin-Off Provides Short-Term Opportunity
Seeking Alpha· 2025-06-09 16:13
Group 1 - The focus has shifted towards offshore drilling, supply industry, and shipping, including tankers, containers, and dry bulk [1] - The fuel cell industry is being monitored as it is still in its early stages of development [1] Group 2 - The individual has extensive experience in navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2] - The individual has a background in auditing with PricewaterhouseCoopers before transitioning to day trading [2]