生物制药
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大行评级丨美银:上调科伦博泰生物目标价至522港元 重申“中性”评级
Ge Long Hui· 2025-10-23 05:28
Core Viewpoint - Bank of America Securities has raised the target price for Kelun-Biotech from HKD 471.5 to HKD 522, maintaining a "Neutral" rating, citing encouraging clinical progress but limited short-term authorization opportunities [1] Clinical Progress - The report highlights significant improvements in progression-free survival (PFS) data for sac-TMT and A166, which contributed to the upward revision of the target price [1] - The National Medical Products Administration has recently approved sac-TMT for second-line treatment of EGFR mutation non-small cell lung cancer (NSCLC) and A166 for second-line and above HER2-positive breast cancer (BC) [1] Revenue Forecast - Revenue forecasts for 2025 to 2027 have been increased by 1% to 5%, reflecting the positive clinical developments and long-term projections [1]
君实生物:子公司苏州众合生物通过美国FDA现场检查
Cai Jing Wang· 2025-10-23 05:19
近日,君实生物发布公告称,公司全资子公司苏州众合生物医药科技有限公司于2025年6月16日至2025 年6月24日期间接受了美国食品药品监督管理局(FDA)的CGMP(现行药品生产质量管理规范)飞行 检查(指在日常期间不事先通知的检查)。 近日,苏州众合收到FDA签发的现场检查报告,该报告表明苏州众合已通过本次CGMP现场检查。 ...
君实生物10月22日获融资买入2894.37万元,融资余额13.88亿元
Xin Lang Cai Jing· 2025-10-23 04:56
融券方面,君实生物10月22日融券偿还1033.00股,融券卖出200.00股,按当日收盘价计算,卖出金额 7708.00元;融券余量29.26万股,融券余额1127.50万元,超过近一年90%分位水平,处于高位。 资料显示,上海君实生物医药科技股份有限公司位于上海市浦东新区平家桥路100弄6号7幢16层,香港铜 锣湾希慎道33号利园1期19楼1918室,成立日期2012年12月27日,上市日期2020年7月15日,公司主营业 务涉及单克隆抗体药物和其他治疗型蛋白药物的研发与产业化,单克隆抗体药物研发的技术服务与技术 转让等。主营业务收入构成为:药品销售90.67%,技术许可及特许权使用收入8.74%,技术服务及其他 0.59%。 截至6月30日,君实生物股东户数3.12万,较上期增加5.88%;人均流通股24543股,较上期减少5.56%。 2025年1月-6月,君实生物实现营业收入11.68亿元,同比增长48.64%;归母净利润-4.13亿元,同比增长 36.01%。 10月22日,君实生物跌1.15%,成交额3.24亿元。两融数据显示,当日君实生物获融资买入额2894.37万 元,融资偿还3913.67 ...
又一“成都造”疫苗正式开启Ⅲ期临床试验
Zheng Quan Shi Bao Wang· 2025-10-23 04:43
人民财讯10月23日电,据成都商报,10月22日,成都迈科康生物科技有限公司(简称"迈科康生物")宣 布,其全资子公司自主研发的重组呼吸道合胞病毒疫苗(CHO细胞)III期临床试验在湖北省咸宁市咸安区 完成首批受试者入组,这是首个获得国家CDE批准临床试验的重组蛋白技术路线国产呼吸道合胞病毒疫 苗。 ...
巨子生物(02367.HK)“重组I型α1亚型胶原蛋白冻干纤维”获医疗器械注册证
Ge Long Hui· 2025-10-23 04:25
Core Viewpoint - The approval of the recombinant type I α1 collagen freeze-dried fiber product by the National Medical Products Administration of China marks a significant milestone for the company, enhancing its competitive edge in the skin rejuvenation market [1] Group 1: Product Approval - The company's wholly-owned subsidiary, Shaanxi Juzhi Biotechnology Co., Ltd., received the Medical Device Registration Certificate for the recombinant type I α1 collagen freeze-dried fiber product [1] - This product is the first recombinant type I natural sequence collagen injectable product approved in China, indicating a breakthrough in the industry [1] Group 2: Market Opportunities - The approval reflects the company's core competencies in technology research and development, as well as industrialization [1] - The new product will diversify the company's product offerings and create new opportunities for business development in the skin rejuvenation market [1] Group 3: Future Plans - The company plans to gradually launch and promote the product according to its business strategy [1] - There will be a focus on collaboration with existing products, brands, and channels to provide consumers with a more diverse experience [1] - The company aims to strengthen its leading position in the health and beauty sector [1]
海特生物拟在境外发行H股并在香港联交所上市
Jing Ji Guan Cha Wang· 2025-10-23 04:20
Core Viewpoint - Hite Bio (300683.SZ) plans to initiate the process for issuing H-shares and listing on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [2][3]. Company Overview - Hite Bio is a high-tech biopharmaceutical company aiming to become a leading Chinese innovative drug enterprise, listed on the Shenzhen Stock Exchange since August 8, 2017 [3]. - The company specializes in the production and sales of biological engineering products and lyophilized powder injections, with 25 production licenses for biological and chemical drugs [3]. - Hite Bio focuses on the research and production of drugs for the nervous system and oncology, having launched a class I biological new drug—injectable nerve growth factor NGF, and a class I genetically engineered biological new drug—injectable Epinastine [3].
康为世纪股价涨5.5%,申万菱信基金旗下1只基金重仓,持有44.56万股浮盈赚取66.84万元
Xin Lang Cai Jing· 2025-10-23 03:35
Group 1 - The core point of the news is that Jiangsu Kangwei Century Biotechnology Co., Ltd. has seen a stock price increase of 5.5%, reaching 28.79 yuan per share, with a total market capitalization of 3.239 billion yuan [1] - The company specializes in the research, production, and sales of molecular detection products, with 89.14% of its revenue coming from product sales and 10.86% from services [1] - The company was established on September 3, 2010, and was listed on October 25, 2022 [1] Group 2 - According to data, the fund "Shenwan Lixin Medical Pioneer Stock A" holds a significant position in Kangwei Century, having reduced its holdings by 12,000 shares in the second quarter, now holding 445,600 shares, which constitutes 7.43% of the fund's net value [2] - The fund has experienced a loss of 7% this year, ranking 4215 out of 4218 in its category, and a loss of 10.41% over the past year, ranking 3867 out of 3875 [2] - The fund manager, Yao Hongfu, has been in charge for 3 years and 98 days, with the best and worst fund returns during his tenure being -31.23% and -32.27%, respectively [3]
新诺威股价跌5.01%,中信建投基金旗下1只基金重仓,持有22.5万股浮亏损失46.12万元
Xin Lang Cai Jing· 2025-10-23 03:17
Group 1 - The core point of the news is that XinNuoWei's stock price has been declining, with a drop of 5.01% on October 23, reaching 38.89 CNY per share, and a total market capitalization of 54.625 billion CNY [1] - XinNuoWei has experienced a cumulative decline of 6.74% over the past three days [1] - The company, founded on April 5, 2006, specializes in the research, production, and sales of functional foods, with 88.93% of its revenue coming from functional foods and raw materials [1] Group 2 - Citic Securities Fund has a significant holding in XinNuoWei, with its fund "Citic Jiankang A" holding 225,000 shares, accounting for 3.86% of the fund's net value [2] - The fund has incurred a floating loss of approximately 461,200 CNY today and a total floating loss of 666,000 CNY during the three-day decline [2] - The fund manager, Xie Wei, has been in position for 7 years and 143 days, with the fund's total asset size at 1.987 billion CNY [2]
苑东生物股价跌5.05%,华泰柏瑞基金旗下1只基金重仓,持有41.82万股浮亏损失112.08万元
Xin Lang Cai Jing· 2025-10-23 03:02
华泰柏瑞价值增长混合A(460005)成立日期2008年7月16日,最新规模6.72亿。今年以来收益 40.63%,同类排名1503/8159;近一年收益42.89%,同类排名1127/8030;成立以来收益722.68%。 华泰柏瑞价值增长混合A(460005)基金经理为方纬。 截至发稿,方纬累计任职时间11年66天,现任基金资产总规模21.27亿元,任职期间最佳基金回报 260.51%, 任职期间最差基金回报-17.22%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 10月23日,苑东生物跌5.05%,截至发稿,报50.42元/股,成交4838.56万元,换手率0.53%,总市值 89.01亿元。 资料显示,成都苑东生物制药股份有限公司位于四川省成都市双流区安康路8号,成立日期2009年6月1 日,上市日期2020年9月2日,公司主营业务涉及化学原料药和化学药制剂的研发、生产与销售。主营业 务收入构成为:制剂销售78.75%,原料药销售9.22%,技术服务及转让 ...
益方生物股价跌5.09%,中银证券旗下1只基金重仓,持有45万股浮亏损失63.9万元
Xin Lang Cai Jing· 2025-10-23 02:55
Group 1 - Yifang Biotechnology experienced a decline of 5.09% on October 23, with a stock price of 26.48 yuan per share, a trading volume of 148 million yuan, a turnover rate of 1.32%, and a total market capitalization of 15.315 billion yuan [1] - The company, established on January 11, 2013, and listed on July 25, 2022, is located in the China (Shanghai) Free Trade Pilot Zone and focuses on the research, production, and sales of innovative drugs, with 100% of its main business revenue coming from technology licensing and cooperation [1] Group 2 - According to data, a fund under Bank of China Securities holds a significant position in Yifang Biotechnology, with the Bank of China Health Industry Mixed Fund (002938) reducing its holdings by 260,000 shares in the second quarter, now holding 450,000 shares, which constitutes 9.35% of the fund's net value, making it the largest holding [2] - The Bank of China Health Industry Mixed Fund (002938) was established on September 7, 2016, with a current size of 158 million yuan, achieving a year-to-date return of 41.74% and a one-year return of 27.97%, ranking 1420 out of 8159 and 2547 out of 8030 in its category, respectively [2]