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【私募调研记录】中欧瑞博调研特宝生物、百利天恒等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-08-26 00:11
Group 1: Company Insights - Teabo Bio is focusing on functional cure for hepatitis B, aiming for a combination of different mechanism drugs with interferons and nucleos(t)ide analogs for optimized treatment [1] - Teabo Bio is collaborating with Ligos to explore reinfection control after clearing infected cells and has acquired Jiutian Bio to leverage its gene therapy platform for more precise solutions [1] - Bai Li Tianheng is developing iza-bren in collaboration with BMS, with three new II/III phase overseas key registration clinical trials initiated for triple-negative breast cancer, EGFR mutation non-small cell lung cancer, and urothelial carcinoma [2] - Bai Li Tianheng has submitted the first nuclear medicine candidate drug BL-RC001 for domestic IND application and has nine DC drugs in clinical trials [2] - Cambridge Technology is focusing on broadband access and wireless networks in North America, with plans to increase production capacity for 800G series products to an annualized 2 million units [3] - Cambridge Technology's expansion plans are progressing smoothly, with potential financing from Hong Kong issuance next year to support increased production capacity [3] Group 2: Industry Trends - The trend in hepatitis B treatment is shifting towards a combination of therapies, indicating a growing recognition of the need for comprehensive disease management [1] - The oncology sector is seeing increased investment in clinical trials, with companies like Bai Li Tianheng aiming to become leaders in cancer treatment within five years [2] - The telecommunications industry is experiencing growth in demand for high-capacity products, as evidenced by Cambridge Technology's expansion plans and partnerships with major North American clients [3]