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高盛:中国CDMO第二季度订单发展势头延续;医疗科技与服务板块更有可能在 2025 年下半年复苏
Goldman Sachs· 2025-07-02 03:15
1 July 2025 | 3:48PM HKT China Healthcare Service & Devices CDMO 2Q order momentum continued; recovery for Medtech & Services more likely in 2H25 We hosted 54 China Healthcare companies in-person in Hong Kong (June 24-27), among which were CDMO/CRO (e.g., WuXi AppTec, Asymchem, Pharmaron, WuXi XDC, Tigermed, Genscript, Bora Pharma), MedTech (Weigao, AK Medical, Kangji, Angelalign, Jiangsu Yuyue, and Lepu), and Service names (Hygiea, Gushengtang, Jinxin, Aier). CRO/CDMO: Momentum continues; investor focus on ...
X @The Wall Street Journal
From @WSJopinion: Real love of country requires humility as well as pride. The conditional patriotism too many Americans preach—that you love your country only if you’re on my side—is itself a contradiction, writes @gerardtbaker. https://t.co/Bu69Bl7r2f ...
X @CoinDesk
CoinDesk· 2025-07-01 19:55
NEW: 🔥 CZ revealed he donated $10 million in $BNB to support Vitalik Buterin’s open-source biotech initiatives. https://t.co/y35xhTZWB6 ...
X @Cointelegraph
Cointelegraph· 2025-07-01 16:35
🔥 JUST IN: CZ says he donated $10M in $BNB to Vitalik’s open-source biotech efforts, calling it “just my little part.” https://t.co/YpoAgJRPie ...
BioMarin Announces Completion of Acquisition of Inozyme
Prnewswire· 2025-07-01 12:45
SAN RAFAEL, Calif., July 1, 2025 /PRNewswire/ -- BioMarin Pharmaceutical Inc. (Nasdaq: BMRN) said today that it completed the previously announced agreement to acquire Inozyme Pharma, Inc. (Nasdaq: INZY) for $4.00 per share in an all-cash transaction worth approximately $270 million. The acquisition will strengthen BioMarin's enzyme therapies portfolio, adding a late-stage enzyme replacement therapy, INZ-701. The medicine is currently being developed for the treatment of ectonucleotide pyrophosphatase/phosp ...
Treasure Global Subsidiary Tien Ming Partners with Taxieco to Reinvent Last-Mile Delivery for Malaysia’s Digital Economy
Globenewswire· 2025-07-01 12:30
New Alliance Aims to Scale Grocery Logistics for SMEs With Real-Time Tracking, IoT Integration, and Regional Economic ImpactKUALA LUMPUR, Malaysia, July 01, 2025 (GLOBE NEWSWIRE) -- Treasure Global Inc. (NASDAQ: TGL) (“Treasure Global” or the “Company”), a leading e-commerce platform operator, today announced that its subsidiary, Tien Ming Distribution Sdn Bhd (“Tien Ming Distribution”), has entered into a strategic partnership with Taxieco New World Limited (“Taxieco”), a technology-driven logistics soluti ...
American Rebel Holdings (NASDAQ: AREB) Accelerates Beverage Retail Expansion with “Rebel Light” Beer Authorization in 62 Minuteman Food Mart Stores Across the Carolinas
Globenewswire· 2025-07-01 12:00
Core Insights - American Rebel Holdings, Inc. is expanding its retail presence for American Rebel Light Beer by securing authorization in 62 Minuteman Food Mart locations across North Carolina and South Carolina, enhancing its Southeastern retail strategy [1][3][13] - The partnership with Minuteman Food Marts, a respected regional operator, positions American Rebel Light in a significant convenience store market where beer accounts for nearly 7% of all in-store sales [2][14] - The company has experienced momentum from high-profile events, including being the top-selling beer at the NHRA event at Charlotte Motor Speedway, which reflects strong consumer connection with the brand [6][7] Retail Expansion - The retail rollout with Minuteman Food Marts is part of a broader strategy to accelerate national distribution and capitalize on motorsports and lifestyle marketing platforms [5][7] - Minuteman Food Mart operates over 60 convenience stores and has a strong community presence, making it an ideal partner for American Rebel's mission-driven brand [4][14] - The expansion follows previous distribution wins in states like Tennessee, Ohio, Kansas, and Indiana, indicating a strategic push into key markets [5][9] Product Positioning - American Rebel Light Beer is marketed as a "Better-for-You" light beer, with approximately 100 calories, 3.2 carbohydrates, and 4.3% alcohol content per 12 oz serving, appealing to health-conscious consumers [10] - The brand emphasizes its patriotic values and aims to resonate with consumers who appreciate American ideals, positioning itself as a lifestyle choice [6][7][10] - The company plans to enhance brand awareness through a FOX television commercial campaign debuting in Q3 2025, further solidifying its market presence [7][9]
强烈反对!加拿大政府命令海康威视加拿大有限公司停止在加运营
仪器信息网· 2025-07-01 08:21
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。 2025年6月27日,加拿大政府以 "国家安全" 为由,命令 海康威视 加拿大有限公司停止在加运营并关闭其业务,这 一行为严重损害了中国企业的合法正当权益,干扰破坏了中加正常经贸合作。6月28日,中国驻加拿大使馆对此表示 强烈不满和坚决反对,强调中国政府一贯鼓励企业按市场原则、国际规则及当地法律开展对外合作,反对泛化国家安 全概念、打压中国企业的错误做法,同时敦促加方停止将经贸问题政治化,为中国企业提供公平环境,中方将采取一 切必要措施维护企业权益。 事件脉络 加拿大政府的行动 加拿大政府以所谓 "国家安全" 为由,要求海康威视加拿大公司停止运营并关闭业务,这一决定延续了部分西方国家 对中国科技企业的打压趋势,且未提供明确的证据支持其指控,本质上是对正常经贸合作的破坏。 中国政府的回应与态度 中国驻加拿大使馆已明确表明立场,强烈反对加方的无理行为,指出其泛化国家安全概念、滥用国家力量歧视打压中 国企业,违背市场原则和国际规则。 中方强调将坚决维护中国企业的正当合法权益,这体现了中国政府对企业海 ...
X @Bloomberg
Bloomberg· 2025-07-01 03:45
China wants commercial insurance firms to invest in the development of homegrown medicines, Beijing’s latest bid to support its burgeoning biotech and pharmaceutical sector. https://t.co/OrbM2Dvm0Y ...
两部门发文支持创新药!港股医药ETF(159718)近一年上涨超60%,医疗创新ETF(516820)连续三天获资金净流入
Xin Lang Cai Jing· 2025-07-01 03:19
截至2025年7月1日 10:53,港股医药ETF(159718)多空胶着,最新报价0.84元。流动性方面,港股医药ETF盘中换手7.06%,成交1753.43万元。拉长时间看, 截至6月30日,港股医药ETF近1年净值上涨63.33%,近1月日均成交1.44亿元。规模方面,港股医药ETF近3月规模增长4966.70万元,实现显著增长。 消息面上,7月1日,国家医保局、国家卫生健康委印发《支持创新药高质量发展的若干措施》,其中提出,推动创新药加快进入定点医药机构。鼓励医保定 点医疗机构于药品目录更新公布后3个月内召开药事会,根据需要及时调整药品配备或设立临时采购绿色通道,保障临床诊疗需求和患者合理用药权益。不 得以医疗机构用药目录数量、药占比等为由影响创新药配备使用。医保目录内谈判药品和商保创新药目录内药品可不受"一品两规"限制。 太平洋证券建议,重视医药板块受市场定价权资金变化所带来的增量影响,尤其是阶段性布局AI医疗及创新药的投资策略:创新药——流动性和风险偏好 提升,数据和BD催化有望成为全年主线。在港股流动性和风险偏好双重提升的背景下,叠加4-6月的AACR、ASCO等会议集中发布数据,创新药biot ...