Group 1 - The company, Beijing Shali Bio-pharmaceutical Co., Ltd., has completed over 600 million C-round financing, led by Shunxi Fund with participation from multiple investors [2] - Established in 2019, the company focuses on tumor immune cell therapy, developing TIL drugs for pan-solid tumors and on-demand cell therapies [2] - The core R&D platforms include StemTexp® for TIL expansion, StaViral® for stable viral strains, ImmuT Finder® for immune target discovery, and KOReTIL® for efficient gene knockout [2] Group 2 - The company's self-developed GT101 injection is the first TIL drug approved for clinical registration in China and is currently in critical Phase II clinical trials [2] - The global first membrane-bound IL-15 complex TIL product, GT201 injection, has completed IND submissions in both China and the U.S. and has been approved for Phase I clinical trials [2] - The company has developed a range of innovative products, including a dual-gene knockout autologous TIL therapy, mRNA vaccines targeting tumor neoantigens, and a universal CAR-iNKT cell therapy derived from stem cells, forming a product matrix for pan-solid tumor TIL drugs and on-demand cell therapies [2]

民生加银中证500指数增强发起式A（012926）基金经理为何江、周帅。 截至发稿，何江累计任职时间14年147天，现任基金资产总规模7.7亿元，任职期间最佳基金回报 60.55%， 任职期间最差基金回报-49.3%。 周帅累计任职时间2年125天，现任基金资产总规模3.51亿元，任职期间最佳基金回报36.01%， 任职期 间最差基金回报-10.13%。 10月14日，甘李药业跌3.99%，截至发稿，报69.22元/股，成交10.39亿元，换手率2.64%，总市值413.45 亿元。甘李药业股价已经连续7天下跌，区间累计跌幅13.06%。 资料显示，甘李药业股份有限公司位于北京市通州区漷县镇南凤西一路8号，成立日期1998年6月17日， 上市日期2020年6月29日，公司主营业务涉及重组胰岛素类似物原料药及注射剂的研发、生产和销售。 主营业务收入构成为：生物制品(原料药及制剂产品)95.05%，医疗器械及其他4.69%，特许权服务收入 0.14%，化药0.12%。 从基金十大重仓股角度 数据显示，民生加银基金旗下1只基金重仓甘李药业。民生加银中证500指数增强发起式A（012926）二 季度持有股数9800股 ...

Core Insights - Fuhong Hanlin's PD-1 inhibitor H drug (Surulitinib) has achieved primary endpoints in the ASTRUM-006 clinical trial for perioperative gastric cancer, marking it as the first immunotherapy to replace postoperative chemotherapy in this context [1][4] - The study demonstrated significant improvements in event-free survival (EFS) and a pathological complete response (pCR) rate over three times that of the control group, while also reducing recurrence risk [1][3] Group 1: Clinical Significance - Gastric cancer poses a major public health challenge, with approximately 969,000 new cases and 660,000 deaths globally in 2022, making it the fifth highest in incidence and mortality among all cancers [2] - Current standard treatment for perioperative gastric cancer is chemotherapy, but recurrence rates remain high at 40%-70%, with five-year survival rates below 50% [2] - The ASTRUM-006 trial is a randomized, double-blind, multi-center Phase III study aimed at evaluating the clinical efficacy and safety of H drug in early gastric cancer patients [2] Group 2: Innovative Treatment Strategy - The ASTRUM-006 study features an innovative treatment strategy, utilizing H drug in combination with chemotherapy during the neoadjuvant phase and transitioning to monotherapy in the adjuvant phase, replacing traditional postoperative chemotherapy [2][3] - The independent data monitoring committee confirmed that the study met pre-set superiority standards, showing significant improvements in EFS and pCR rates compared to the control group [3] Group 3: Market Potential - The global market for gastric cancer drugs is projected to grow from $22.1 billion in 2024 to $36.4 billion by 2030, with the perioperative gastric cancer market potential estimated at $6-7 billion [5] - H drug, already approved in nearly 40 countries for small cell lung cancer, is now the first to secure approval for perioperative gastric cancer treatment, indicating a long market exclusivity period [5]

浙商汇金量化精选混合（006449）成立日期2019年3月25日，最新规模1.04亿。今年以来收益59.83%， 同类排名504/8162；近一年收益58.68%，同类排名837/8015；成立以来收益56.01%。 10月14日，舒泰神跌5.01%，截至发稿，报32.45元/股，成交5.38亿元，换手率3.55%，总市值155.04亿 元。 资料显示，舒泰神(北京)生物制药股份有限公司位于北京市北京经济技术开发区经海二路36号，成立日 期2002年8月16日，上市日期2011年4月15日，公司主营业务涉及主要从事生物制品和部分化学药品的研 发、生产和销售。主营业务收入构成为：注射用鼠神经生长因子(苏肽生)59.17%，复方聚乙二醇电解质 散33.19%，其他7.63%。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓舒泰神。浙商汇金量化精选混合（006449）二季度持有股数 14.39万股，占基金净值比例为5.18%，位居第二大重仓股。根据测算，今日浮亏损失约24.61万元。 浙商汇金量化精选混合（006449）基金经理为庞雅菁。 截至发稿，庞雅菁累计任职时间1年260天，现任基金资产总规模1 ...

Core Insights - CloudTop New Horizon's EVM14 injection, a universal therapeutic vaccine for cancer, has successfully enrolled its first patient in a global multi-center Phase I clinical trial in the U.S. [1] - The vaccine received approval for its Investigational New Drug (IND) application from China's National Medical Products Administration, marking a significant milestone in synchronized clinical development between China and the U.S. [1] - EVM14 targets five tumor-associated antigens (TAA) and aims to treat various squamous cell carcinomas, addressing unmet medical needs in the current treatment landscape [1][2] Company Developments - EVM14 is based on CloudTop's self-developed mRNA technology platform and is designed to be a readily available treatment option without HLA screening, with lower production costs and applicability across multiple tumor types [1] - The vaccine has shown promising preclinical results, inducing dose-dependent antigen-specific immune responses and significantly inhibiting tumor growth in mouse models [2] - EVM14's ability to induce immune memory and reduce tumor recurrence positions it as a potential long-term solution for cancer patients [2] Industry Context - The mRNA sector is experiencing rapid growth, with significant investments and acquisitions by major pharmaceutical companies, indicating a competitive landscape [3] - The global mRNA tumor vaccine market is projected to reach $40.651 billion, with universal vaccines expected to have a higher penetration rate due to cost advantages [3] - CloudTop's EVM14 is leading in clinical development amidst fierce competition, with participation from top institutions in both China and the U.S. for the ongoing Phase I trial [3] Technological Advancements - CloudTop has established an integrated AI+mRNA platform that enhances mRNA expression levels and supports the entire vaccine development process from antigen design to large-scale production [4] - EVM14 is one of several promising projects in CloudTop's pipeline, which includes EVM18, a CAR-T project expected to start clinical trials by the end of the year, and EVM16, a personalized cancer vaccine that has already begun human trials in China [4]

Core Insights - CloudTop New Horizon (01952) announced the successful enrollment of the first patient in the global multi-center Phase I clinical trial of its universal on-demand tumor therapeutic vaccine EVM14 at NEXT Oncology Virginia in the U.S. This milestone follows the approval of the Investigational New Drug (IND) application by the National Medical Products Administration (NMPA) in China, marking a significant step in synchronized clinical development in both countries [1][2] Company Summary - EVM14 is based on CloudTop's self-developed mRNA technology platform and targets five tumor-associated antigens (TAA), intended for treating various squamous cell carcinomas, including non-small cell lung squamous carcinoma and head and neck squamous cell carcinoma [1] - The vaccine addresses significant unmet medical needs in the treatment of squamous cell carcinoma, which has a large patient population but currently lacks satisfactory treatment options [1] - EVM14 offers advantages such as no HLA screening requirement, on-demand supply, lower production costs, and applicability to multiple tumor types, showcasing broad application prospects in cancer treatment [1] Clinical and Preclinical Insights - Preclinical results demonstrated EVM14's potential by inducing dose-dependent antigen-specific immune responses and significantly inhibiting tumor growth in multiple mouse models. It also showed the ability to induce immune memory, effectively reducing tumor recurrence [2] - The combination of EVM14 with immune checkpoint inhibitors has been shown to significantly enhance anti-tumor activity, supporting further exploration of combination therapies in clinical settings [2] - The lead researcher, Professor Lu Shun, emphasized the importance of tumor-associated antigen vaccines as a powerful complement to existing therapies, potentially reducing recurrence and aligning with global trends in cancer drug development [2] Industry Context - The mRNA field is experiencing a surge, with frequent strategic moves by global pharmaceutical companies. For instance, recent acquisitions include Bristol-Myers Squibb's $15 billion purchase of Orbital for its CAR-T therapy and RNA technology platform, and BioNTech's $1.25 billion acquisition of CureVac to integrate mRNA technology advantages [3] - The mRNA tumor vaccine market is projected to reach $40.651 billion under neutral scenarios, with universal vaccines expected to have a higher penetration rate than personalized products due to cost advantages [3] - EVM14 is positioned to lead in clinical development amidst intense industry competition, with a multi-center Phase I trial involving top institutions in both the U.S. and China focusing on the vaccine's safety and efficacy [3] Pipeline Highlights - EVM14 is just one highlight in CloudTop's mRNA pipeline, which also includes the autologous CAR-T project EVM18 expected to start clinical trials by the end of the year, the personalized tumor therapeutic vaccine EVM16 that has initiated its first human clinical trial in China, and the on-demand immune modulation vaccine EVM15 that has completed preclinical concept validation [4]

Core Insights - Yunding Xinyao announced the successful enrollment of the first patient in the global multicenter Phase I clinical trial of its universal therapeutic vaccine EVM14 at NEXT Oncology Virginia in the United States [2][3] - EVM14 is developed based on Yunding Xinyao's proprietary mRNA technology platform and targets five tumor-associated antigens (TAA) for the treatment of various squamous cell carcinomas, including non-small cell lung squamous carcinoma (sq-NSCLC) and head and neck squamous cell carcinoma (HNSCC) [2][3] Group 1 - EVM14 has shown that approximately 96% of sq-NSCLC patients and 97% of HNSCC patients express at least one TAA gene [2] - The clinical centers participating in the trial include NEXT Oncology Virginia, University of Texas MD Anderson Cancer Center, Memorial Sloan Kettering Cancer Center in the U.S., and Shanghai Chest Hospital in China [2] Group 2 - Preclinical trial results indicate that EVM14 induces a dose-dependent antigen-specific immune response in mice and significantly inhibits tumor growth in multiple mouse tumor models [3] - EVM14 has the potential to induce immune memory and reduce tumor recurrence, offering the possibility of long-term cancer-free survival for patients [3] - The CEO of Yunding Xinyao highlighted the large patient population with squamous cell carcinoma and the unmet medical needs due to the limitations of existing standard treatments [3]

融资融券余额2176.99万元，较昨日上涨2.05%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-10-13 | 2176.99万 | 43.64万 | 2.05% | | 2025-10-10 | 2133.34万 | 98.13万 | 4.82% | | 2025-10-09 | 2035.22万 | 2.83万 | 0.14% | | 2025-09-30 | 2032.38万 | -16.00万 | -0.78% | | 2025-09-29 | 2048.38万 | -59.64万 | -2.83% | 证券之星消息，10月13日，金迪克（688670）融资买入112.51万元，融资偿还68.87万元，融资净买入 43.64万元，融资余额2176.99万元，近3个交易日已连续净买入累计144.61万元。 | 交易日 | 融资净买入(元) | | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | --- | | 2025-10-13 | | 43.64万 | 2176. ...

Core Insights - Kain Technology's stock increased by 5.19% to 29.20 CNY per share, with a total market capitalization of 4.992 billion CNY as of October 14 [1] Company Overview - Kain Technology, established on August 20, 2008, is located in Beijing Economic and Technological Development Zone and was listed on February 8, 2021 [1] - The company focuses on the research, production, and sales of pharmaceuticals related to viral diseases [1] - Revenue composition: Chemical drugs 62.13%, Biological drugs 37.44%, Technical services 0.32%, CMO/CDMO 0.09%, Others 0.01% [1] Shareholder Insights - Zhonggeng Fund's Zhonggeng Value Leading Mixed Fund (006551) is among the top ten circulating shareholders of Kain Technology, having increased its holdings by 7,434 shares to a total of 4.5007 million shares, representing 2.63% of circulating shares [2] - The fund has realized an estimated floating profit of approximately 6.481 million CNY from this investment [2] Fund Performance - The Zhonggeng Value Leading Mixed Fund (006551) was established on December 19, 2018, with a current asset size of 2.374 billion CNY [3] - Year-to-date return is 52.97%, ranking 847 out of 8,162 in its category; the one-year return is 44.3%, ranking 1,694 out of 8,015; and since inception, the return is 238.18% [2] Fund Holdings - Kain Technology is the third-largest holding in the Zhonggeng Value Leading Mixed Fund, accounting for 5.04% of the fund's net value [4]

10月13日，荣昌生物涨1.61%，成交额8.52亿元。两融数据显示，当日荣昌生物获融资买入额1.10亿 元，融资偿还9098.19万元，融资净买入1878.68万元。截至10月13日，荣昌生物融资融券余额合计8.71 亿元。 融资方面，荣昌生物当日融资买入1.10亿元。当前融资余额8.69亿元，占流通市值的5.71%，融资余额 超过近一年90%分位水平，处于高位。 截至6月30日，荣昌生物股东户数1.29万，较上期增加90.69%；人均流通股12595股，较上期减少 47.56%。2025年1月-6月，荣昌生物实现营业收入10.98亿元，同比增长48.02%；归母净利润-4.50亿元， 同比增长42.40%。 机构持仓方面，截止2025年6月30日，荣昌生物十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股935.26万股，为新进股东。万家优选（161903）位居第五大流通股东，持股592.45万股， 为新进股东。工银前沿医疗股票A（001717）位居第六大流通股东，持股400.00万股，为新进股东。鹏 华医药科技股票A（001230）位居第七大流通股东，持股388.17万股，相比上期减少79. ...