格隆汇1月29日丨益方生物(688382.SH)公布，经财务部门初步测算，公司预计2025年度实现利润总 额-2.92亿元，预计实现归属于母公司所有者的净利润-2.92亿元，归属于母公司所有者扣除非经常性损 益后的净利润为-3.04亿元。 公司预计2025年实现营业收入3724.52万元，扣除与主营业务无关的业务收入和不具备商业实质的收入 后的营业收入为3724.52万元，低于1亿元。 基于2025年的整体研发进展，公司在报告期内持续保持了高强度的研发投入；同时由于公司现阶段营业 收入主要源于授权和合作，且技术授权和技术合作收入的构成在不同年度存在一定差异，相关收入规模 较2024 年度有所变动。公司本期技术授权和技术合作收入尚无法覆盖各项成本及费用，预计2025 年度 将继续出现亏损的情况，但公司主营业务、核心竞争力没有发生重大不利变化。 本期业绩变化的主要原因：2025 年度，公司业绩变化主要受到研发投入强度与营收构成的共同影响。 随着研发管线的扎实推进，多个核心临床项目已进入关键阶段，并取得积极进展，研发投入维持在较高 水平：口服选择性雌激素受体降解剂(SERD)D- 0502 正在国内开展二线治疗注册 ...

（记者 王晓波） 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 每经AI快讯，万泰生物1月29日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 为-4.1亿元到-3.3亿元，与上年同期相比，将出现亏损。业绩变动主要原因是：疫苗板块，受国内疫苗 集采政策、行业竞争、消费者疫苗犹豫等多重因素影响，国内疫苗市场整体承压，行业收入、利润均大 幅下滑。对于公司而言，在收入端以及生产端都面临严峻挑战，二价HPV疫苗受默沙东九价HPV疫苗扩 龄、政府采购大幅降价、消费需求不足等影响，导致公司二价HPV疫苗产品出现近效期无法销售、库存 无法变现的不利影响。公司从夯实资产质量和消除对经营影响的角度，对市场端和生产端产品进行积极 处理，并计提相应减值准备。整体预计影响净利润5-6亿元左右，是本期利润大幅下滑的原因之一。为 应对二价HPV疫苗的不利影响，公司积极开拓国际市场，并加快创新产品的研发和上市，取得了一定的 成效。国际市场方面，2025年，二价HPV疫苗营收实现倍数级增长；国内首家创 ...

Core Viewpoint - The company expects a net profit attributable to the parent company of -292 million yuan for the fiscal year 2025, indicating continued financial challenges ahead [1] Financial Performance - The company anticipates achieving an operating revenue of 37.2452 million yuan in 2025, which suggests a significant struggle to reach profitability [1] - The expected losses in 2025 are primarily influenced by the intensity of research and development investments alongside the composition of revenue [1]

Core Viewpoint - The company expects a significant net loss for the year 2025, despite a substantial increase in revenue driven by the sales of its first commercial product and licensing income from a new agreement [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is estimated to be between -480.64 million and -587.45 million yuan [1] - The projected net profit attributable to shareholders after deducting non-recurring gains and losses is estimated to be between -523.63 million and -630.44 million yuan [1] - The company reported a substantial increase in operating revenue compared to the same period last year, primarily due to steady sales growth of its commercial product, Glinix® [1] Research and Development - The company maintains a high level of R&D investment as multiple products enter clinical research stages and core products advance to critical clinical trial phases [1] - The company has implemented an equity incentive plan for its core team, which will not incur share-based payment expenses in 2025, leading to a reduction in corresponding costs [1] Overall Outlook - Despite the expected losses for 2025, the company anticipates a significant narrowing of the loss compared to the previous year [1]

智翔金泰公告称，预计2025年年度营收20,944.98万元到25,087.94万元，同比增长595.96%到733.62%； 研发费用42,521.28万元到51,970.45万元，同比减少14.77%到30.27%；归母净利润-48,063.73万元 到-58,744.56万元，亏损同比减少26.32%到39.71%；扣非归母净利润-52,363.18万元到-63,044.01万元， 亏损同比减少21.62%到34.90%。营收增长系首款产品销售收入增长及授权许可收入确认，亏损收窄因 无股份支付费用。数据未经审计。 ...

南财智讯1月29日电，万泰生物发布业绩预亏公告，公司预计2025年年度实现归属于母公司所有者的净 利润为-33,000万元至-41,000万元。报告期内，公司利润出现大幅下滑、整体亏损主要受两个方面的影 响：（一）疫苗板块，受国内疫苗集采政策、行业竞争、消费者疫苗犹豫等多重因素影响，国内疫苗市 场整体承压，行业收入、利润均大幅下滑。对于公司而言，在收入端以及生产端都面临严峻挑战，二价 HPV疫苗受默沙东九价HPV疫苗扩龄、政府采购大幅降价、消费需求不足等影响，导致公司二价HPV疫 苗产品出现近效期无法销售、库存无法变现的不利影响。公司从夯实资产质量和消除对经营影响的角 度，对市场端和生产端产品进行积极处理，并计提相应减值准备。整体预计影响净利润5-6亿元左右， 是本期利润大幅下滑的原因之一。（二）诊断板块，受国家诊断试剂行业集采降价以及检验套餐解绑等 医保政策影响，公司诊断收入及利润同比下滑；公司持续加大自主研发投入，加速装机及流水线等大项 目驱动，带动传染病及甲状腺功能等特色检测业务实现同比两位数增长。 ...

南模生物公告，预计2025年年度实现营业收入为4亿元至4.3亿元，较上年同期增加了1876.05万元至 4876.05万元，同比变动比率为4.92%到12.79%。归属于母公司所有者的净利润为2400万元至3400万元， 与上年同期相比，将增加1750.45万元至2750.45万元，同比变动比率为269.49%至423.44%。归属于母公 司所有者的扣除非经常性损益的净利润为650万元至950万元，与上年同期相比，将实现扭亏为盈，增加 2200.96万元至2500.96万元。 ...

Core Viewpoint - The article highlights the launch of a significant industrial project by Bojiao Biotechnology, focusing on synthetic biology and green manufacturing, with a total investment of 1.275 billion yuan, aiming for production capacity and substantial annual sales revenue [1][3]. Group 1: Project Overview - Bojiao Biotechnology's industrialization and research project is a provincial key industrial initiative with a total investment of 1.275 billion yuan [1]. - The project is expected to complete its core production and supporting facilities from January 2026 to June 2027, with production capacity reaching 156.2 tons of raw materials, 300 million dosage forms, and 15 million bottles annually [1]. - The anticipated annual sales revenue is projected to exceed 5 billion yuan, with annual tax and profit exceeding 500 million yuan [1]. Group 2: Technological Focus - The project is centered around synthetic biology, integrating AI smart manufacturing and green manufacturing concepts, establishing a comprehensive technical system from strain construction to structural modification [1]. - Bojiao Biotechnology has developed four major technology platforms, including molecular biology, enzyme engineering, green chemistry, and drug delivery, positioning itself in the core technology of terpenoid pharmaceuticals [4]. - The company collaborates closely with Jay Keasling, a pioneer in synthetic biology, and his company Demetrix, aiming to develop more efficient and sustainable biosynthetic processes [5].

SND006系生诺医药自主研发、享有全球权益的双特异性抗体，拟用于治疗炎症性肠病（IBD）等自身 免疫性疾病，目前已完成体外功能验证研究。生诺医药计划2026年向中国国家药品监督管理局 （NMPA）和美国食品药品监督管理局（FDA）提交新药临床试验申请（IND）。 1月29日，药明生物与生诺医药共同宣布，双方就创新双特异性抗体SND006的工艺开发和生产达成战略 合作。根据双方签署的协议，生诺医药将借助药明生物在生物药开发和生产领域积累的丰富经验和规模 化生产能力，推进SND006的临床前药学研究和临床样品制备，加速临床申报进程。 （药明生物公众号） ...

Core Viewpoint - The company Shuyou Shen (300204) anticipates a significant net loss for the fiscal year 2025, with projected losses ranging from 69.81 million to 85.33 million yuan, indicating a challenging financial outlook due to external factors and industry policies [1] Financial Performance - The expected net profit, excluding non-recurring gains and losses, is projected to be between 74.09 million and 90.56 million yuan [1] - The anticipated operating revenue is estimated to be between 198 million and 242 million yuan, a decrease from the previous year's revenue of 325 million yuan [1] - After adjustments, the operating revenue is also expected to fall within the same range of 198 million to 242 million yuan [1] Business Operations - The company reports that its production and operational activities are normal, with slight growth in sales revenue and volume for its product Su Tai [1] - However, the revenue from the product Shuyou Qing has declined due to external environmental factors and industry policies [1] Market Expansion - The company is actively working to expand its market for polyethylene glycol series products [1] - The expected non-recurring gains and losses for the fiscal year 2025 are approximately 4.75 million yuan [1]