登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688321 证券简称：微芯生物 公告编号： 2025-045 转债代码：118012 转债简称：微芯转债 深圳微芯生物科技股份有限公司 关于不提前赎回"微芯转债"的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 深圳微芯生物科技股份有限公司（以下简称"公司"）股票交易价格自2025年7月11日至2025年7月31日 期间，已满足在连续三十个交易日中至少十五个交易日的收盘价格不低于"微芯转债"当期转股价格的 130%（即32.838元/股），已触发《深圳微芯生物科技股份有限公司向不特定对象发行可转换公司债券 募集说明书》中规定的有条件赎回条款。 ● 公司于2025年7月31日召开第三届董事会第十二次会议，审议通过了《关于不提前赎回"微芯转债"议 案》，决定本次不行使"微芯转债"的提前赎回权利，不提前赎回"微芯转债"。 ● 在未来三个月内（即2025年8月1日起至2025年10月31日），如果再次触发"微芯转债"有条件赎回条 款，公司亦不提 ...

湖南麦济生物技术股份有限公司，一家专注于创新生物制剂研发的生物制药公司，近日在港股IPO之路上迈出重要一步，港交所官网公布了其整体协调人 公告的修订版。然而，这家公司的客户情况却异常独特，引发了广泛关注。 根据麦济生物招股书披露的信息，2024年全年，公司仅拥有一家客户，且这家客户并非行业巨头或知名企业，而是公司创始人、董事长张成海博士的母校 ——一所位于福建省的大学。据悉，这所大学成立于1937年，拥有悠久的历史和深厚的学术底蕴。而麦济生物当年从这家客户处获得的收入仅为2.4万 元，这一数字对于一家寻求上市的公司而言，无疑显得微不足道。 | 学校概况 | 首页>学校概况>学校简介 | | --- | --- | | 学校简介 | 学校简介 | | 学校章程 | | | 现任领导 | 福建医科大学创建于1937年，是我国建校较早的公立本科医学院校之一。80多年 | | | 来,学校秉承"勤奋、严谨、求实、创新"的校训,砥砺"改善国民卫生的先锋,东南 | | 教授风采 | 医药界的柱石"的初心，形成了"以人为本、求是至臻"的办学理念和"自强不息、追 | | 学校校标 | 求卓越"的学校精神,孕育了"崇真向善、精 ...

8月1日，万春医药(BYSI)盘中上涨2.22%，截至00:59，报2.075美元/股，成交9671.0美元，总市值 8365.64万美元。 财务数据显示，截至2024年06月30日，万春医药收入总额100.0万美元，同比增长14.29%；归母净利 润-726.2万美元，同比增长42.91%。 大事提醒： 5月5日，万春医药将披露2024财年年报（数据来源于纳斯达克官网，预计披露日期为美国当地时间，实 际披露日期以公司公告为准）。 资料显示，万春药业公司是一家处于全球临床阶段的生物制药公司,专注于新型癌症疗法,包括晚期肿瘤 免疫药物的研发。在BeyondSpring,他们的使命是利用他们癌症治疗的学术及业务能力,采用独有方式来 改变癌症治疗的现状。公司成立于2013年,总部设立在美国。他们的主要项目普那布林来源于天然化合 物,由于所具有的各种生化活性,对多种癌症有治疗潜力。他们采用一种新颖的、高度可扩展的商业模式, 整合美中优势资源,高效、低成本地实现药物的报批和开发。目标研究领域包括:非小细胞肺癌、中性粒 细胞减少症的预防和普那布林+PD-1单抗。 本文源自：金融界 作者：行情君 ...

7月30日，港交所披露，丹诺医药(苏州)股份有限公司(下称"丹诺医药")向港交所主板递交上市申请，中 信证券和农银国际为联席保荐人。 丹诺医药成立于2013年，是一家即将迈入商业化的生物科技公司，专注开发针对细菌感染及细菌代谢相 关疾病的差异化创新药。依托自研多靶点偶联分子平台，公司打造了七条创新管线，其中三项为核心资 产：即利福特尼唑(TNP-2198)，是全球首个也是唯一治疗幽门螺杆菌("幽门螺杆菌")感染的新分子实体 ("NME")候选药物；利福喹酮(TNP-2092)注射剂，一款潜在首创三靶点治疗植入体相关细菌感染的候选 药物；及TNP-2092口服制剂，全球首个用于治疗肠道菌群代谢相关疾病的多靶点候选药物。 核心产品利福特尼唑(TNP-2198)是由利福霉素药效团和硝基咪唑药效团构建的稳定偶联药物。通过抑制 RNA聚合酶和硝基还原酶激活产生高活性物质实现杀菌作用，对微需氧菌和厌氧菌具有协同双重作用 机制。利用这种独特的多靶点机制，利福特尼唑有望克服抗菌药物耐药性这一重要且日益严重的全球挑 战。 丹诺医药已完成利福特尼唑三联疗法("RTT")对比BQT的中国III期头对头临床试验，并计划于2025年8 ...

科创板第五套上市标准重启后首家适用企业来了！ 值得一提的是，泰诺麦博还成为适用资深专业机构投资者制度的首家企业。根据招股书披露，高瓴辰钧2021年5月入股泰诺麦博，在泰诺麦博IPO申报前24 个月内持有泰诺麦博3.94%股份。 招股书显示，泰诺麦博成立于2015年，是一家创新生物制药企业。公司核心产品斯泰度塔单抗注射液（新替妥®）已于2025年2月获批上市，是全球首款重 组抗破伤风毒素单克隆抗体药物，是抗感染领域首个被国家药品监督管理局药品审评中心（CDE）认定为突破性治疗药物的国产创新生物药，也获得了美国 食品药品监督管理局（FDA）的"快速通道"资格。 不过，由于泰诺麦博自设立以来持续专注于创新型生物药的开发，该类项目研发周期长、不确定性高、资金投入大，因此该公司2022年度、2023年度、 2024年度及2025年1—3月净利润均亏损。截至2025年3月底，该公司累计未弥补亏损为10.24亿元。 此次泰诺麦博以第五套标准申报科创板IPO并获得受理，系科创板改革"1+6"新政公布后"科创—资本"双循环的落地实践，亦标志着上交所科创板进一步充分 发挥服务未盈利科创企业的积极作用。 上交所在科创板第五套上市标 ...

Dyne Therapeutics, Inc. (DYN) closed the last trading session at $9.91, gaining 10.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $38.21 indicates a 285.6% upside potential.The mean estimate comprises 17 short-term price targets with a standard deviation of $14.79. While the lowest estimate of $9.00 indicates a 9.2% decline from the current price level, the most optimistic anal ...

21世纪经济报道见习记者冉黎黎 北京报道 需要注意的是，2024年，"人工智能+"首次被写入政府工作报告，其中提到，深化大数据、人工智能等 研发应用，开展"人工智能+"行动，打造具有国际竞争力的数字产业集群。 今年政府工作报告再提"人工智能+"，提出持续推进"人工智能+"行动，将数字技术与制造优势、市场优 势更好结合起来，支持大模型广泛应用，大力发展智能网联新能源汽车、人工智能手机和电脑、智能机 器人等新一代智能终端以及智能制造装备。 北京大学光华管理学院教授翁翕对21世纪经济报道记者表示，当前中国经济正处于新旧动能转换的关键 阶段，实施"人工智能+"行动是培育新动能、更新旧动能的关键举措。 翁翕指出，在培育新动能方面，人工智能技术以"AI for Science"（AI4S）为全新科研利器，加速基础研 究突破，进而推动生物制药、智能制造、智能驾驶等新兴产业快速崛起，成为经济增长的"新引擎"。在 更新旧动能方面，人工智能技术与传统产业深度融合，通过提升生产效率、优化运营流程、降低能耗成 本等方式，赋能钢铁、纺织、装备制造等传统行业向高端化、智能化、绿色化转型，让旧动能释放"新 潜力"。 孙克同样指出，实施"人 ...

Financial Data and Key Metrics Changes - Total operating income for Q2 2025 was $967 million, reflecting a 97% year-over-year growth, driven by significant unmet needs in MG and CIDP [14][20] - Product net sales were $949 million, with a quarter-over-quarter growth of 19% or $158 million compared to Q1 2025 [14][15] - Gross to net increased from 12% at the end of 2024 to approximately 20% by the end of Q2 2025, with net revenue per patient remaining consistent [17][76] Business Line Data and Key Metrics Changes - Plinab achieved a year-over-year growth of 97% across all approved indications, with 15,000 patients globally treated with Vipcart [6][7] - The introduction of the prefilled syringe (PFS) has driven new patient starts, with 50% of PFS patients being new to the product [25][49] - In the U.S., product net sales reached $802 million, with 18% quarter-over-quarter growth driven by strong performance in gMG and CIDP [15][16] Market Data and Key Metrics Changes - The contribution of non-U.S. markets now represents over 15% of global product net sales, with growth seen across all regions except for supply to China [15][16] - The U.S. market specifically saw strong growth across all three presentations of the product, indicating a robust demand [16][17] Company Strategy and Development Direction - The company is focused on long-term value creation through its Vision 2030 roadmap, aiming to expand its pipeline and market reach [6][8] - There is a commitment to innovation, with multiple registrational trials initiated in large market opportunities and a robust late-stage pipeline [6][8] - The company is expanding its immunology innovation platform, with four new molecules in Phase I studies targeting high unmet needs [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential within MG and CIDP, emphasizing the transformative impact of their treatments [31][32] - The company anticipates data from six Phase III and six Phase II trials over the next eighteen months, which could unlock new patient populations [32][33] - Management acknowledged the competitive landscape but believes their innovative approach positions them well for continued leadership [58][59] Other Important Information - The company has a strong cash position of $3.9 billion, up from $3.4 billion at the beginning of the year, driven by operating cash flow [20][88] - Total operating expenses for Q2 were $766 million, reflecting a disciplined investment in innovation [18][19] Q&A Session Summary Question: How have your cycles per year in MG evolved? - Management confirmed that they continue to guide for five cycles per year on average for an MG patient, with high utilization and adherence expected due to the convenience of PFS [38][39] Question: Can you provide a breakdown of the PFS switches between Hytrula and IV? - Management indicated that 50% of PFS patients are new to Vivgut, with the strategy focused on market expansion rather than just switching existing patients [44][45] Question: How much of the gMG patient adds were due to the prefilled syringe? - Management noted that the prefilled syringe significantly contributed to the strong quarter in MG, expanding the prescriber base and allowing for earlier lines of treatment [49][50] Question: What are your thoughts on increasing competition? - Management acknowledged the competitive dynamics but emphasized their commitment to raising treatment expectations and maintaining leadership in the market [58][59] Question: Can you comment on the CIDP launch and patient dynamics? - Management reported strong growth in CIDP, with 85-90% of patients coming from IVIG switches, indicating a long growth trajectory ahead [69][72] Question: What is the outlook for gross margin? - Management expects gross margin to remain around 11%, with decreasing costs offset by increasing royalties [67][68]

Financial Data and Key Metrics Changes - Total revenue increased by 20% in the second quarter, reaching $63.2 million, with gross margin expanding over 400 basis points to 74% [5][12][16] - Adjusted EBITDA rose by 112% year-over-year to over $13.4 million, representing 21% of revenue, an increase of more than 900 basis points compared to the previous year [5][17] - Net loss narrowed to $600,000 or $0.01 per share, an improvement of over $4 million compared to the prior year [17] Business Line Data and Key Metrics Changes - MACI generated record revenue of nearly $54 million, reflecting a 21% increase year-over-year and 15% sequential growth [5][12] - Epicel revenue was $8.6 million, representing an 11% growth year-over-year, with biopsies increasing nearly 40% [14][15] - NexoBrid revenue reached $1.2 million, showing a 52% growth compared to the prior year [15] Market Data and Key Metrics Changes - MACI biopsy growth rates outpaced implant growth, with expectations for convergence in the second half of the year [6][7] - The treatment of small femoral condyle defects increased by 40% year-over-year, indicating strong market potential [7][8] - Epicel's performance rebounded with the highest monthly biopsies recorded in June [9][10] Company Strategy and Development Direction - The company plans to expand its MACI sales force from 76 to approximately 100 territories to support anticipated growth [8][10] - FDA clearance for the Phase III MACI Ankle clinical study was received, representing a significant long-term growth opportunity [10][11] - The company is focused on maintaining strong revenue and profitability growth while preparing for international expansion, particularly in Europe [85] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong underlying business fundamentals and growth drivers for MACI and burn care products [5][20] - The company is optimistic about the third quarter, citing strong momentum from both MACI and burn care products [10][20] - Management acknowledged challenges in predicting Epicel revenue due to patient health-related issues but remains hopeful for improved performance [39][40] Other Important Information - The company ended the second quarter with approximately $164 million in cash and investments and no debt [17] - The company is not assuming additional NexoBrid revenue related to the BARDA RFP process but sees potential for incremental revenue in the fourth quarter [18][19] Q&A Session Summary Question: What impacted MACI growth in Q2? - Management noted that Q2 revenue was slightly below expectations due to timing issues with some implants moving into July, but overall metrics remain strong [24][25] Question: How many arthrobiopsies have converted to MACI? - Management did not disclose specific conversion rates but indicated that trends are in line with expectations [28][29] Question: What is the new reality for Epicel guidance? - Management explained that while biopsies were up significantly, patient health issues have affected revenue, leading to a more conservative guidance for the second half of the year [32][34] Question: Can you discuss the BARDA RFP? - Management confirmed that the RFP is in the public domain, with proposals due in late August, and initial procurement would be for 2,750 units [92][93]

Core Viewpoint - The Ministry of Industry and Information Technology of China has officially announced the "First Batch of Iconic Products in Biological Manufacturing," which includes 36 products, marking a significant step in technological innovation and industrial upgrading in the biological manufacturing sector [1][3]. Summary by Sections Iconic Products List - The list includes 36 companies such as: - Shoulang Biotechnology - Micro元合成 - KaiLaiYing - Qinhongdao Huaheng Biotechnology - Qilu Pharmaceutical - JinSai Pharmaceutical - And others [3][5]. Product Details - Each product listed has specific applications and innovations: - **Ethanol Clostridium Protein**: Produced from industrial waste gases, beneficial for animal feed [5]. - **Alotose**: A low-calorie sweetener produced through microbial fermentation, enhancing production efficiency [5]. - **Nakiol Injection**: A CAR-T cell therapy for treating acute lymphoblastic leukemia, showing improved safety and efficacy [5]. - **Vitamin B**: Produced via fermentation, offering higher efficiency compared to traditional extraction methods [7]. - **Recombinant Human Serum Albumin**: Produced using rice cell technology, meeting clinical needs effectively [9]. Industry Significance - The announcement reflects the government's strong emphasis on the development of the biological manufacturing industry, showcasing the potential for innovation and growth in this sector [1][3]. Upcoming Events - The "SynBioCon 2025" conference will be held from August 20-22, focusing on AI in biological manufacturing, green chemistry, and future food and agriculture [11][12].