放射性药物研发

Search documents
智通港股早知道 | 香港推动港股人民币柜台纳入港股通 猪价刷新17个月低点
Zhi Tong Cai Jing· 2025-06-17 00:00
6月16日,港交所行政总裁陈翊庭就"H+A"上市机制接受采访时表示,大湾区企业同步在港深上市有助 于扩大投资者覆盖范围,不会稀释市场流动性。据了解,目前港交所正在处理超过160家企业的上市申 请,其中近20家拟募资规模预计达10亿美元以上。 香港证监会行政总裁梁凤仪等多位香港监管部门人士表示,正在积极推动港股人民币柜台纳入港股通, 这一机制期望在年底前开通。业内人士认为,人民币柜台纳入港股通有助于扩大人民币资产配置渠道, 降低港股通投资者的汇率波动风险,尤其利好长期配置型资金。"双柜台模式"有助于港股市场接通离岸 人民币流动资金池,该资金池有望持续投资以人民币计价的港股,为相关公司提供汇兑风险更小、利率 成本更低的离岸融资方式。 【大势展望】 纳斯达克中国金龙指数收涨2.07% 【今日头条】 隔夜美股道琼斯工业平均指数比前一交易日上涨317.3点,收于42515.09点,涨幅为0.75%;标准普尔 500种股票指数上涨56.14点,收于6033.11点,涨幅为0.94%;纳斯达克综合指数上涨294.38点,收于 19701.21点,涨幅为1.52%。大型科技股普涨,Meta、英特尔涨近3%,加密稳定币公司Ci ...
先通国际医药港股IPO:聚焦放射性药物,2年合计亏损超4亿
Sou Hu Cai Jing· 2025-06-10 08:46
北京先通国际医药科技股份有限公司(以下简称"先通国际医药")近日提交港股上市申请,中金公司、中信证券为联席保荐人。 先通国际医药曾于2016年在新三板上市,后于2018年自愿从新三板摘牌。 | | 截至12月31日止年度 | | | --- | --- | --- | | | 2023年 | 2024年 | | | 人民幣千元 | 人民幣千元 | | 收益 | 10,232 | 44.064 | | 銷售成本 | (32,535) | (40,686) | | 毛利/(損) | (22,303) | 3.378 | | 其他收入及收益 | 137,282 | 100,980 | | 銷售及分銷開支 | (13,854) | (24,353) | | 貿易應收款項減值虧損淨額 | (285) | (1,257) | | 行政開支 | (83.857) | (106.591) | | 研發開支 | (296,988) | (227,982) | | 權益股份贖回負債的公允價值變動 | 21,610 | 135,290 | | 分佔聯營公司虧損 | (6,344) | (8,111) | | 其他開支 | (460 ...
Cellectar Biosciences(CLRB) - 2025 Q1 - Earnings Call Transcript
2025-05-13 13:32
Cellectar Biosciences (CLRB) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Anne Marie Fields - Managing DirectorJames Caruso - President, CEO & DirectorChad Kolean - CFOJarrod Longcor - Chief Operating OfficerAydin Huseynov - Managing Director, Equity Research Operator Ladies and gentlemen, thank you for standing by, and welcome. At this time, all participants are in a listen only mode. Following the presentation, there will be a question and answer session. Please be advised that toda ...
Y-mAbs(YMAB) - 2025 Q1 - Earnings Call Transcript
2025-05-13 13:02
Financial Data and Key Metrics Changes - The company reported net product revenues of $20.9 million for the first quarter of 2025, an 8% increase from $19.4 million in the same period last year [21][24] - The net loss for the quarter was $5.2 million, or a negative $0.12 per share, compared to a net loss of $6.6 million, or a negative $0.15 per share, in Q1 2024 [24][26] - Cash and cash equivalents at the end of Q1 2025 were $60.3 million, down from $67.2 million at the end of 2024 [25][26] Business Line Data and Key Metrics Changes - The Danielza business unit achieved net product revenues of $20.9 million, with U.S. revenues at $13.4 million, down 28% year-over-year, while ex-U.S. revenues were $7.5 million, an increase of $6.7 million [17][21] - The segment profit margin for the Danielza business unit was 42% in Q1 2025, compared to 44% in Q1 2024 [25] - The radiopharmaceuticals business unit reported a segment loss of $6.1 million for Q1 2025, slightly higher than the $6.0 million loss in Q1 2024 [25] Market Data and Key Metrics Changes - The company noted a slowdown in new patient enrollment in the U.S. due to competitive pressures and market dynamics, impacting revenue [18][19] - The addition of Danielza to the NCCN guidelines is expected to enhance its market position and clinician adoption [19][100] Company Strategy and Development Direction - The company has realigned its business into two distinct units: Danielza and Radiopharmaceuticals, aiming to maximize the potential of each [9][25] - Upcoming events include a virtual radiopharmaceutical R&D event on May 28, where key updates on clinical trials and pipeline developments will be shared [11][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's financial position and ability to fund operations into 2027, despite current challenges [10][26] - The company anticipates a realistic revenue guidance for Q2 2025 between $17 million and $19 million, factoring in seasonality and historical trends [26][40] Other Important Information - The company is monitoring potential tariff impacts on its supply chain, expecting minimal effects at this time [27] - The company continues to focus on advocacy development and expanding its market reach for Danielza [75][100] Q&A Session Summary Question: Dynamics of U.S. and ex-U.S. revenue for Danielza - Management noted steady growth outside the U.S. and a slower start in the U.S. due to competitive pressures, but an uptick in enrollments is expected [30][32] Question: Q2 revenue guidance and historical trends - Management acknowledged seasonality and historical stock-in dynamics affecting Q2 guidance, projecting slight growth in U.S. sales [38][40] Question: Plans for naxitamab in osteosarcoma - The company is supporting ongoing studies and looking to improve diagnostics for GD2 expression [47][48] Question: Medicaid reserve adjustments - Management indicated stabilization in Medicaid gross-to-net elements, with no major changes anticipated for 2025 [59][62] Question: Impact of new linker on CD38 study - The current CD38 study will maintain its construct while safety data is established before any changes are made [65][84] Question: Stabilization in cycles per patient for Danielza - Management reported consistent volumes per facility, focusing on penetrating larger accounts rather than just the number of vials per patient [89][90] Question: NCCN guidelines impact on Danielza growth - Inclusion in the NCCN guidelines is expected to remove previous headwinds and provide opportunities for increased clinician discussions [99][100]