Workflow
生物制药
icon
Search documents
恒生指数早盘跌0.89% 恒生生物科技指数反弹2.16%
Zhi Tong Cai Jing· 2025-10-31 04:09
春立医疗(01858)涨超21%,三季度扭亏为盈赚7706.19万元,公司积极开拓国际市场业务。 港股恒生指数跌0.89%,跌232点,报26050点;恒生科技指数跌1.91%。港股早盘成交1423亿港元。 恒生生物科技指数反弹2.16%。指数成份股中,映恩生物-B(09606)涨10.88%;三生制药(01530)涨超 10%;信达生物涨6.82%;科伦博泰生物-B(06990)涨5.69%。 福森药业(01652)盘中涨近74%,早盘涨59.42%;恩扎卢胺软胶囊获批上市,二甲双胍恩格列净片拟中 选国家集采。 荣昌生物(09995)涨6.75%,前三季度收入同比增长四成,亏损明显收窄。 中国光大银行(06818)绩后跌5%,前三季度收入利润双降,公允价值变动损益承压。 华昊中天医药-B(02563)一度跌超37%,上市届满一年迎来大额解禁。 狮腾控股(02562)重挫逾24%创新低,拟发行可转债募资约2.6亿港元,投资黄金及相关产品。 中国国航(601111)(00753)重挫逾8%,第三季度纯利下滑逾11%,拟定增A股筹资不超200亿元。 次新股滴普科技(01384)继续大涨18.97%,上市后三天股价 ...
港股异动 | 映恩生物-B(09606)盘中涨超13% 近期宣布拟在科创板上市 公司BD总交易超60亿美元
Zhi Tong Cai Jing· 2025-10-31 04:09
智通财经APP获悉,映恩生物-B(09606)盘中涨超13%,截至发稿,涨11.1%,报314.4港元,成交额5.73 亿港元。 消息面上,映恩生物此前公告称,公司董事会决议拟在科创板上市,该事项需视市场状况,并获董事会 进一步批准、股东大会批准及监管机构许可。据悉,今年4月15日,映恩生物在港交所主板正式挂牌, IPO募资总额超15亿港元,是近四年来港股18A板块募资规模最大的IPO之一。 国金证券发布研报称,快速的创新步伐刺激了ADC技术领域的大规模交易,公司已与全球多家行业领 先企业达成多项对外许可及合作协议,包括与BioNTech、百济神州、Adcendo、GSK及Avenzo, 2023/2024/2025上半年确认BD收入合计分别为17.81/19.37/12.27亿元,总交易价值超60亿美元。 ...
微芯生物第三季度实现净利润4117.53万元 产品销售收入同比增长
Zheng Quan Ri Bao Wang· 2025-10-31 03:39
Core Insights - Shenzhen MicuRx Biotech Co., Ltd. reported a significant revenue growth of 40.12% year-on-year, reaching 674 million yuan in the first three quarters of 2025, with Q3 revenue at 268 million yuan, marking a 49.51% increase [1] - The net profit attributable to shareholders for Q3 was 41.1753 million yuan, while the net profit for the first three quarters was 70.7675 million yuan [1] - The growth in performance is primarily driven by increased sales of the products Sidabenan and Siglecatin, with Sidabenan sales up 18.76% and Siglecatin sales soaring by 136.13% year-on-year [1] Company Strategy - MicuRx is leveraging a global development strategy based on early research in China, assembling a team of top scientists with extensive experience in relevant fields [1] - The company employs an integrated technology platform that utilizes AI-assisted design and chemical genomics, facilitating the entire process from basic research to clinical translation [1] - MicuRx has successfully developed first-in-class and best-in-class innovative drugs, with two innovative drugs already marketed globally across multiple indications [1] Product Portfolio - The company has established a diverse pipeline of research projects with differentiated advantages and global competitiveness in five major areas: malignant tumors, metabolic diseases, autoimmune diseases, central nervous system diseases, and antiviral treatments [1]
Invivyd, Inc. (IVVD) Discusses REVOLUTION Clinical Program and Development of VYD2311 Antibody for COVID Prevention Transcript
Seeking Alpha· 2025-10-31 03:36
Core Points - The conference call is part of Invivyd's REVOLUTION Pivotal Program, indicating a significant development in their research and clinical activities [1] - Key speakers include Marc Elia, Dr. Robert Allen, Dr. Mark Wingertzahn, and Tim Lee, highlighting the involvement of senior leadership in the discussion [2] - The call will include forward-looking statements regarding research, regulatory plans, and corporate strategy, which are subject to various risks and uncertainties [3] Summary by Sections Company Overview - Invivyd is conducting a pivotal program, suggesting a focus on advancing their clinical development efforts [1] - The leadership team participating in the call includes the Chairman, Chief Scientific Officer, Senior VP of Clinical Development, and Chief Commercial Officer, indicating a comprehensive approach to the discussion [2] Research and Development - The discussion will cover research and development activities, emphasizing the company's commitment to innovation and future prospects [3] Regulatory and Commercial Strategy - Forward-looking statements will address regulatory plans and corporate strategy, reflecting the company's strategic direction and potential market positioning [3]
港股异动 | 康希诺生物(06185)再涨超4% 第三季度净利润同比增超8倍 核心产品曼海欣放量增长
智通财经网· 2025-10-31 03:24
公告称,康希诺第三季度业绩的强劲增长,主要源于核心产品曼海欣的市场表现。曼海欣作为中国流脑 疫苗领域仅有的四价流脑结合疫苗产品,凭借其创新优势,展现出强劲的市场表现力,实现了市场占有 率的不断攀升,推动公司前三季度营收同比增长22.13%。 智通财经APP获悉,康希诺生物(06185)再涨超4%,截至发稿,涨3.84%,报45.98港元,成交额2551.36 万港元。 消息面上,康希诺生物发布业绩,第三季度实现营业收入3.10亿元,同比增长17.67%;归属于上市公司 股东的净利润2792.56万元,同比增长842.01%。前三季度实现营业收入6.93亿元,同比增长22.13%;归 属于上市公司股东的净利润1444.01万元,同比扭亏为盈。 ...
康华生物股价涨5%,南方基金旗下1只基金位居十大流通股东,持有85.06万股浮盈赚取313.02万元
Xin Lang Cai Jing· 2025-10-31 03:18
Group 1 - The core viewpoint of the news is that Kanghua Biological has seen a 5% increase in stock price, reaching 77.25 yuan per share, with a trading volume of 203 million yuan and a turnover rate of 2.24%, resulting in a total market capitalization of 10.038 billion yuan [1] - Kanghua Biological, established on April 2, 2004, and listed on June 16, 2020, is primarily engaged in the comprehensive research, development, and operation of vaccines, with 99.99% of its main business revenue coming from non-immunization planning vaccines [1] Group 2 - Among the top ten circulating shareholders of Kanghua Biological, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 11,100 shares in the third quarter, now holding 850,600 shares, which accounts for 0.72% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion yuan. Year-to-date returns are 27.12%, ranking 2130 out of 4216 in its category, while the one-year return is 25.9%, ranking 2007 out of 3889 [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 360 days, managing total assets of 122.76 billion yuan, with the best fund return during the tenure being 182.39% and the worst being -15.93% [2]
云顶新耀:与VISARA订立协议于大中华区及其他亚洲市场开发及商业化VIS-101
Cai Jing Wang· 2025-10-31 03:10
Core Insights - Cloudy New Horizon has entered into an exclusive licensing agreement with Visara, Inc. for the development, production, and commercialization of the dual-action biopharmaceutical VIS-101 in Greater China, Singapore, South Korea, and several Southeast Asian countries [1] Group 1: Product Development - VIS-101 targets VEGF-A and ANG-2, showing significantly improved efficacy over the first generation, potentially offering longer-lasting treatment benefits for patients with wet age-related macular degeneration, diabetic macular edema, and retinal vein occlusion [1] Group 2: Financial Terms - Cloudy New Horizon will pay a $7 million upfront fee and up to $24 million in reimbursable expenses, with potential development and sales milestone payments totaling up to $89 million, in addition to royalties based on net sales [1] Group 3: Strategic Expansion - This collaboration will enhance Cloudy New Horizon's late-stage product pipeline, allowing the company to expand into the ophthalmology sector [1]
港股异动 | 信达生物(01801)涨超4% 第三季度总产品收入同比增长约40%
智通财经网· 2025-10-31 03:02
Core Viewpoint - Xinda Biopharmaceutical (01801) has experienced a stock price increase of over 4%, currently trading at 84.4 HKD with a transaction volume of 330 million HKD, following the announcement of strong revenue growth in Q3 2025 [1] Financial Performance - In Q3 2025, the company reported total product revenue exceeding 3.3 billion RMB, reflecting a robust year-on-year growth of approximately 40% [1] - The growth is attributed to the dual drivers of oncology and comprehensive pipeline development [1] Product Development - As of now, the company has obtained approval for 16 products, with 2 additional products under review by the National Medical Products Administration of China [1] - Four new drug molecules have entered Phase III or pivotal clinical studies, and around 15 new drug candidates are currently in clinical research [1] Strategic Vision - 2025 marks a significant year for the company as it transitions into a new phase of dual-driven growth and global innovation [1] - The company aims to steadily progress towards its vision of becoming a world-class biopharmaceutical company [1]
港股异动 | 博安生物(06955)涨超4% 纳武利尤单抗中国Ⅲ期临床试验完成所有患者入组
Zhi Tong Cai Jing· 2025-10-31 03:00
(原标题:港股异动 | 博安生物(06955)涨超4% 纳武利尤单抗中国Ⅲ期临床试验完成所有患者入组) 智通财经APP获悉,博安生物(06955)涨超4%,截至发稿,涨3.46%,报10.48港元,成交额4598.21万港 元。 消息面上,10月30日,博安生物发布公告,公司自主开发的BA1104(纳武利尤单抗注射液)在中国的Ⅲ 期临床试验已完成所有患者入组。BA1104开发进度领先,为国内首个开展Ⅲ期临床试验的欧狄沃 (Opdivo)生物类似药。 据介绍,BA1104遵循生物类似药相关研究指南进行研发,其在中国开展的Ⅲ期临床试验为一项随机、 双盲、多中心试验,旨在比较BA1104与欧狄沃分别联合化疗治疗晚期或转移性食管鳞癌患者的有效 性、安全性和免疫原性。根据《生物类似药相似性评价和适应症外推技术指导原则》,BA1104在完成 Ⅲ期临床试验后可申请同时获批欧狄沃在中国获批的全部适应症。已完成的Ⅰ期临床试验结果显示: BA1104与欧狄沃在PK、安全性和免疫原性高度可比,达到了所有研究终点,相关研究结果已发表于国 际期刊《BioDrugs》。 ...
君实生物涨超4% 前三季度归母净亏损同比收窄35.7% 拓益 市销表现亮眼
Zhi Tong Cai Jing· 2025-10-31 02:58
君实生物(01877)涨超4%,截至发稿,涨3.99%,报26.06港元,成交额5942.86万港元。 公告称,期内公司营业收入增长主要来自商业化药品销售收入的增长,其中,核心产品特瑞普利单抗注 射液(商品名:拓益/LOQTORZI,产品代号:JS001)于国内市场实现销售收入约14.95亿元,同比增长约 40%。与此同时,公司持续落实"提质增效重回报"行动方案,加强费用管控与资源聚焦,亏损金额与上 年同期相比显著缩窄。截至报告期末,公司的货币资金及交易性金融资产余额合计32.70亿元,资金储 备较为充足。 消息面上,10月28日,君实生物发布公告,2025年前三季度,营业收入18.06亿元(人民币,下同),同比 增长42.06%;归属于上市公司股东的净亏损5.96亿元,同比收窄35.7%;基本每股亏损0.60元。 ...