随着试点启动 全国范围内的大型连锁药店 如 益丰药房 大参林 老百姓 心堂 有望率先 ■ 同时也暴露出服务区充电压力剧增的问题，这直接带来对高速充电桩密度、移动充电设施和智能调 度系统的刚性需求。 4、 《 重啤与嘉威之争的背后，是民族品牌在资本游戏中挣扎的缩影 》 摘 要 ■ 嘉士伯通过旗下重庆啤酒申请并获批"山城啤酒"多个商标，清晰表露出在2029年包销协议到期前， 争取完全掌控品牌权属 的意图。 ■ 投资者需警惕，这种操作虽可 强化嘉士伯的控制权和利润分配能力 ，但也可能引发更广泛的舆论 和政策层面压力。 ■ 嘉士伯入主后，重庆啤酒明显将资源向国际高端品牌（如乐堡、1664、乌苏）倾斜， 品牌价值从 60亿元跌至不足2000万元 。 ■ 虽然这种策略对嘉士伯全球利润有利，但会逐步 侵蚀重庆啤酒在本土的文化资产和品牌护城河 ， 导致其未来估值重心从"本地强品牌"转向"外资平台型公司"，市值弹性收窄。 ■ 目前重庆啤酒虽在一审中需向嘉威支付3.5亿元，但核心问题——2029年后"山城"品牌归属、是否 存在永久使用权——仍无定论。 ■ 《中医药临床疗效数据采集研究型药店建设规范》是我国首个将药店正式纳入临床研 ...

Journey Medical Corp (DERM) Q1 2025 Earnings Call May 14, 2025 04:30 PM ET Company Participants Jaclyn Jaffe - Senior Director of Corporate OperationsClaude Maraoui - Co-Founder, President and Chief Executive OfficerJoseph Benesch - CFORamsey Alloush - COO & General CounselSrinivas Sidgiddi - Vice President - Research & Development Conference Call Participants Scott Henry - Managing Director & Senior Research AnalystKalpit Patel - Senior Biotech Research AnalystThomas Flaten - Senior Research Analyst Operat ...

Acurx Pharmaceuticals (ACXP) Q1 2025 Earnings Call May 13, 2025 08:00 AM ET Company Participants Robert Shawah - Co-Founder & CFODavid Luci - Co-Founder, President, CEO & DirectorJoanne Lee - Biotech Equity Research AssociateJames Molloy - Managing Director, Equity Research, Biotechnology & Specialty Pharmaceuticals Operator Greetings, and welcome to the Accurix Pharmaceuticals First Quarter twenty twenty five Financial Results and Business Update. At this time, all participants are in a listen only mode. A ...

Investment Rating - The report maintains a "Buy" rating for 康方生物 (9926 HK) with a target price of HKD 115, indicating a potential upside of 16.3% from the current price of HKD 98.90 [7]. Core Insights - 康方生物's application for the PD-L1 positive NSCLC indication for its drug 依沃西 has been approved in mainland China earlier than expected, just 9 months after submission [1]. - The initial overall survival (OS) interim analysis from the HARMONi-2 study shows a hazard ratio (HR) of 0.777, indicating a 22.3% reduction in the risk of death, although it has not yet reached statistical significance [1]. - The report expresses optimism regarding the overseas development of 依沃西, particularly the ongoing HARMONi-7 study, which is expected to have a higher probability of achieving significant results due to a larger sample size and a focus on patients with higher PD-L1 expression [1]. Summary by Sections Approval and Clinical Data - The approval of 依沃西 for PD-L1 positive NSCLC in mainland China reflects regulatory confidence in the clinical benefits observed [1]. - The interim analysis of the HARMONi-2 study is based on a sample size of 398, with a low alpha allocation value of 0.0001, suggesting that the results may improve as more data matures [1][2]. Market Potential - The report forecasts peak sales of 61 billion RMB in mainland China and 5.7 billion USD overseas for 依沃西, highlighting its significant commercial potential [1]. - The upcoming data readout from the global Phase III HARMONi study for 2L EGFR+ NSCLC is anticipated to be a key event for investors [1]. Pipeline Developments - The report notes that the first clinical-stage antibody-drug conjugate (ADC) targeting HER3 has commenced enrollment in Australia, and a second ADC targeting TROP-2/Nectin-4 has received FDA clinical approval [1].