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深夜!减肥药巨头大涨!
证券时报· 2026-02-09 15:21
| Hims & Hers Health Inc-A (Ai) [ Q | | | --- | --- | | HIMS | | | 16.350 16.923 >> | 17.825 最高 17.900 最低 | | 3.25亿 -26.49% -6.097 快手 | 8.05% 总量 1833万股 金额 | | 盘前 09:30 美东 V | 17.830 -5.190 -22.55% | | 国 年报预披露: 于2026-02-23(美东)盘后披露2025财年年报 ( ... ● | | | 均价:17.712 最新:16.923 -6.097 -26.49% | | | 29.561 | | | 300 9:36 16.950 | | | 9:36 16.950 141 | | | 23.020 - 9:36 16.9601 100 | | | 9:36 16.960 100 | | | 9:36 16.960 125 | | | 100 9:36 16.9234 | | | 9:36 16.940↑ 100 | | | 9:36 16.960↑ 500 | | | -28.42% 9:36 16.9 ...
思路迪医药股份:恩维达补充申请获国家药监局正式受理
Jin Rong Jie· 2026-02-09 15:04
Core Viewpoint - The company has received acceptance from the National Medical Products Administration (NMPA) for the regular approval of its drug, Envita (generic name: Envolimab injection), which was previously conditionally approved [1] Group 1 - The drug Envita is now transitioning from conditional approval to regular approval in the domestic market [1] - The application for regular approval was submitted by Sichuan Silu Kangrui Pharmaceutical Co., Ltd., a subsidiary of the company [1] - The acceptance number for the application is CYSB2600056, with the application specification being 200mg (1.0ml) per bottle [1]
思路迪医药股份(01244) - 自愿公告恩维达附条件批准转常规批准补充申请获国家药品监督管理局正式...
2026-02-09 14:53
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 3D Medicines Inc. 思路迪医药股份有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1244) 自願公告 恩維達附條件批准轉常規批准補充申請獲 國家藥品監督管理局正式受理 本公告乃由思路迪医药股份有限公司(「本公司」,連同其附屬公司統稱為「本集 團」)自願作出。 本次申請由公司旗下四川思路康瑞藥業有限公司提交,申報材料於2026年2月2日 完成簽收並經審查予以受理。 關於恩維達® (通用名:恩沃利單抗注射液,原研代號:KN035) 恩維達® (通用名:恩沃利單抗注射液,原研代號:KN035)是重組人源化抗程序 性死亡配體1(「PD-L1」)單域抗體Fc融合蛋白。恩維達®由康寧傑瑞生物製藥(「康 寧傑瑞」,一間於2018年3月28日根據開曼群島法律註冊成立並於聯交所上市(股 份代號:9966)的獲豁免有限公司及其附屬公司(均為獨立第三方))自主研發, 2016年起與本公司合作開發。於 ...
美股三大指数集体低开,减肥药概念股普涨
Feng Huang Wang· 2026-02-09 14:51
凤凰网财经讯 2月9日,美股三大指数集体低开,纳指跌0.34%,道指跌0.25%,标普500指数跌0.24%。 减肥药概念股普涨,诺和诺德涨超5%,礼来涨超2%,因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大 跌22%。存储概念股走弱,美光科技跌超3%。 公司消息 【黄仁勋力挺科技巨头超6000亿美元资本开支:需求旺盛 AI投资创造更多收入】 英伟达CEO黄仁勋在接受外媒采访时表示,科技行业在AI(人工智能)基础设施方面不断增长的资本 支出是合理、适当且可持续的,因为这些公司的现金流都将开始增长。包括微软、亚马逊、Meta、甲 骨文公司和Alphabet在内的科技巨头,正计划在2026年总计投入超过6000亿美元的资本支出。黄仁勋强 调,"人类历史上规模最大的基础设施建设"正在展开,其背后动力是对算力的"极度旺盛"的需求,AI公 司和超大规模云服务商正利用这些算力来创造更多收入。 【古尔曼:未来几周苹果将密集推出新产品】 科技记者马克·古尔曼(Mark Gurman)表示,苹果公司未来几周将推出一系列新产品,包括iPhone 17e、新款iPad,以及搭载M5 Pro/Max芯片的MacBook等。 ...
纳指低开0.3%,诺和诺德涨超5%
Mei Ri Jing Ji Xin Wen· 2026-02-09 14:42
每经AI快讯,2月9日,美股三大指数集体低开,纳指跌0.34%,道指跌0.25%,标普500指数跌0.24%。 减肥药概念股普涨,诺和诺德涨超5%,礼来涨超2%,因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大 跌22%。存储概念股走弱,美光科技跌超3%。 (文章来源:每日经济新闻) ...
九源基因:创新药JY54注射液临床试验申请获受理
Zhong Zheng Wang· 2026-02-09 14:40
Core Viewpoint - Jiuyuan Gene's self-developed innovative drug JY54 injection has received formal acceptance for clinical trial application by the National Medical Products Administration, marking a significant step in the company's focus on metabolic disease treatment [1][2] Group 1: Product Development - JY54 injection is a long-acting glucagon-like peptide-1 (GLP-1) analog aimed at weight management for overweight or obese individuals, with the first phase of clinical research planned to evaluate its safety, tolerability, pharmacokinetics, and pharmacodynamics [1] - The drug's molecular design has undergone systematic optimization to enhance drug stability and pharmacokinetic characteristics, potentially supporting long-acting administration [1] Group 2: Strategic Positioning - Jiuyuan Gene is expanding into high-tech metabolic treatment areas, reflecting its ongoing investment in innovative drug development [1] - The company has established a clear gradient layout in its product pipeline, combining mature target products with innovative mechanisms to meet current market demands and explore future weight loss treatment directions [2]
百济神州:公司会在定期报告中面向所有投资者统一披露截至相应报告期末的股东户数
Zheng Quan Ri Bao Zhi Sheng· 2026-02-09 14:09
Summary of Key Points Core Viewpoint - The company disclosed that as of September 30, 2025, it had a total of 36,172 registered shareholders, which includes 36,008 shareholders of RMB shares, 41 shareholders registered in the Hong Kong stock register, and 115 shareholders in the Swiss stock register [1]. Group 1 - The company reported that there are 36,164 registered shareholders of ordinary shares, which includes 36,008 RMB shares and 164 from other regions [1]. - The total number of registered holders of American Depositary Shares (ADS) is 8, contributing to the overall count of 36,172 [1]. - The company noted that the reported numbers do not include beneficial owners represented by brokers for ordinary shares and ADS held by agents [1].
长春高新:金赛药业注射用GenSci136境内生产药品注册临床试验申请获得批准
Zhi Tong Cai Jing· 2026-02-09 14:04
Core Viewpoint - Changchun High-tech (000661.SZ) announced that its subsidiary, Changchun Jinsai Pharmaceutical Co., Ltd., received approval from the National Medical Products Administration for the clinical trial of its self-developed drug, GenSci136, aimed at treating Immunoglobulin A Nephropathy (IgAN) [1] Group 1 - GenSci136 is a class 1 therapeutic biological product designed to treat IgAN, showcasing innovative molecular design that mimics the natural extracellular domain of B-cell maturation antigen (BCMA) [1] - The drug enhances the blocking activity against various endogenous ligands, potentially impacting the survival and differentiation of B lymphocytes and plasma cells, thus addressing multiple autoimmune diseases caused by pathogenic antibodies [1] - GenSci136 is engineered with an anti-human serum albumin heavy chain single-domain antibody to extend its half-life in the body, suggesting a potential for effective and long-lasting treatment with improved convenience for patients [1] Group 2 - The drug is expected to provide a new, safe, and long-term targeted treatment option for IgAN patients without the need for prophylactic anti-infection therapy, aiming to significantly improve the long-term prognosis of these patients [1]
美股异动 | 诺和诺德(NVO.US)盘前涨逾4% 竞争对手HIMS撤销低价仿制减肥药计划
智通财经网· 2026-02-09 14:04
Core Viewpoint - Novo Nordisk (NVO.US) shares rose over 4% to $49.88 following the news that competitor Hims & Hers Health (HIMS.US) has withdrawn its plans to launch a low-cost generic weight loss drug due to regulatory and legal pressures, alleviating market concerns about the impact of cheaper alternatives on Novo Nordisk's core products [1] Group 1: Market Impact - The withdrawal of Hims & Hers Health's generic weight loss drug plan significantly eases concerns regarding the competitive threat to Novo Nordisk's GLP-1 drug market [1] - Novo Nordisk's stock repurchase plan has been announced, with a maximum buyback amount of 15 billion Danish kroner [1] Group 2: Legal Actions - Novo Nordisk has filed a lawsuit in Delaware against Hims, alleging that Hims' products, including its weight loss injection, are composite forms of semaglutide, thus infringing on its patents [1] - Novo Nordisk's statement highlights that Hims has engaged in promotional activities that mislead consumers and healthcare professionals regarding the clinical efficacy and safety of its unapproved drugs [1]
诺和诺德(NVO.US)盘前涨逾4% 竞争对手HIMS撤销低价仿制减肥药计划
Zhi Tong Cai Jing· 2026-02-09 14:02
诺和诺德在一份声明中表示:"Hims公司开展了一系列促销活动,重点宣传其复方产品,欺骗消费者和 医疗专业人员,让他们误以为这些未经批准的药物具有临床疗效和安全性。"该公司认为,这些仿冒 品"正在危及患者的健康和福祉"。诺和诺德称,公司已在特拉华州提起诉讼,指控Hims的产品(包括其 减肥注射剂)是司美格鲁肽的复合形式,因此侵犯了其专利。 周一,诺和诺德(NVO.US)盘前涨逾4%,报49.88美元。消息面上,竞争对手远程医疗公司Hims&Hers Health(HIMS.US)迫于监管与法律压力,撤销了推出低价仿制减肥药的计划。这一消息显著缓解了市场 对于诺和诺德核心产品面临廉价仿制药冲击的担忧,巩固了其在GLP-1药物市场的护城河。另外,诺和 诺德宣布启动股票回购计划,回购金额最高达150亿丹麦克朗。 ...