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摩根士丹利:进入全球化新时代的领先制药企业;首次覆盖恒瑞医药H股重新覆盖A股,超配评级
摩根· 2025-07-11 01:13
July 9, 2025 07:54 AM GMT 中国医疗健康行业 | Asia Pacific M Foundation 进入全球化新时代的领先制药 企业;首次覆盖恒瑞医药H股/ 重新覆盖A股,超配评级 作为研发巨头,恒瑞有望受益于国内政策环境的改善,和全 球化步伐的加快,而后者仍未充分被市场反映。我们看到了 恒瑞发展成为全球领先生物制药公司的巨大潜力。首次覆盖H 股,重新覆盖A股,均给予超配(OW)评级; H股为首选股。 要点 行业领先的端到端能力支撑其开发深入而广泛的管线:我们认为,恒瑞是中国生 物制药公司中拥有最广泛和最均衡产品组合和管线的公司之一,涵盖肿瘤、代谢 和心血管疾病、免疫和呼吸系统疾病和其他治疗领域。公司预计2025/26/27年分 别将有5/5/11款新药批准,2025-27年总共有47项NDA(新药申请)/BLA(生物制 品许可申请)批准。特别是,其最近获批的HER2 ADC和一系列后期GLP-1在研药 物展现了具有竞争力的临床表现,同时其开发进度处于市场领先位置。 通过多种模式加速全球化,产生可持续的对外许可收入:截至2023年,全球医药 市场价值1.47万亿美元,是中国国内市场规 ...
Maze Therapeutics to Participate in Two Upcoming Investor Conferences
Globenewswire· 2025-07-10 20:05
Group 1 - Maze Therapeutics is a clinical-stage biopharmaceutical company focused on developing small molecule precision medicines for patients with renal, metabolic, and cardiovascular diseases [2] - The company will participate in two upcoming investor conferences in July, with live webcasts available on their website [1] - Maze Therapeutics utilizes its Compass platform to link genetic variants with biological pathways in disease, advancing a pipeline that includes two wholly owned programs, MZE829 and MZE782 [2] Group 2 - The H.C. Wainwright 4th Annual Kidney Virtual Conference is scheduled for July 14, 2025, at 2:30 p.m. ET [3] - The BTIG Virtual Biotech Conference will take place on July 30, 2025, at 9:20 a.m. ET [3]
Vor Bio Appoints Veteran Biotech Executive Sandy Mahatme as Chief Financial Officer and Chief Business Officer
Globenewswire· 2025-07-10 20:00
Core Insights - Vor Bio has appointed Sandy Mahatme as Chief Financial Officer and Chief Business Officer, effective July 9, 2025, to support the company's transformation and growth in autoimmune disease treatment [1][3] Company Overview - Vor Bio is a clinical-stage biotechnology company focused on transforming the treatment of autoimmune diseases, particularly through the development of telitacicept, a novel dual-target fusion protein [5] - The company is advancing telitacicept through Phase 3 clinical development and aims to commercialize it for serious autoantibody-driven conditions worldwide [5] Leadership Experience - Sandy Mahatme brings over 30 years of executive leadership experience in the biopharmaceutical industry, with a strong track record in capital markets, business development, and global operations [2][3] - Prior to joining Vor Bio, Mahatme raised over $2.5 billion in equity and non-dilutive capital at National Resilience, Inc., and led capital formation efforts exceeding $3.5 billion at Sarepta Therapeutics [2][3] Strategic Importance - The appointment of Mahatme is seen as pivotal for Vor Bio as it advances telitacicept through global Phase 3 development and aims to improve the lives of patients with autoimmune diseases [3][5] - Mahatme's experience in navigating strategic growth in both private and public biotech settings is expected to be instrumental for the company's future [3] Inducement Plan - On July 9, 2025, Vor Bio granted Mahatme 13,882,750 restricted stock units (RSUs) as a material inducement to employment, with a vesting schedule over four years [7]
Tevogen’s New Headquarters, Fully Funded by CEO, Centralizes R&D and AI Teams to Accelerate Innovation
GlobeNewswire· 2025-07-10 19:13
CEO's personal contribution fully funds build-out and first-year operationsDoubled HQ footprint centralizes cross-functional teams, including research, regulatory affairs, and the expanding Tevogen.AI initiative WARREN, N.J., July 10, 2025 (GLOBE NEWSWIRE) -- Tevogen (“Tevogen Bio Holdings Inc.” or “Company”) (Nasdaq: TVGN) today announced the completion and official opening of its fully functional, newly expanded corporate headquarters in Warren, New Jersey. The build-out and first-year operating costs we ...
Soleno Therapeutics Announces Pricing of $200 Million Public Offering of Common Stock
Globenewswire· 2025-07-10 13:07
Core Viewpoint - Soleno Therapeutics, Inc. has announced a public offering of 2,352,941 shares of common stock priced at $85.00 per share, aiming to raise approximately $200 million before expenses [1][3]. Group 1: Offering Details - The public offering consists of 2,352,941 shares, with an additional 30-day option for underwriters to purchase up to 352,941 more shares at the same price [1]. - The offering is expected to close on or about July 11, 2025, pending customary closing conditions [1]. Group 2: Use of Proceeds - The net proceeds will primarily fund the commercialization of VYKAT XR, the first approved therapy for hyperphagia in Prader-Willi syndrome, which received FDA approval on March 26, 2025 [3]. - Additional proceeds will support regulatory and market development activities in the EU, further R&D efforts, and general corporate purposes, including working capital and potential acquisitions [3]. Group 3: Underwriters - Goldman Sachs & Co. LLC, Guggenheim Securities, TD Cowen, Cantor, and Oppenheimer & Co. are serving as joint book-running managers for the offering [2]. Group 4: Company Overview - Soleno Therapeutics focuses on developing novel therapeutics for rare diseases, with VYKAT XR being its first commercial product aimed at treating hyperphagia in individuals aged 4 and older with Prader-Willi syndrome [6].
IOVA COURT NOTICE: Iovance Biotherapeutics Investors may have been Affected by Fraud – Contact BFA Law by the July 14 Legal Deadline (NASDAQ:IOVA)
GlobeNewswire News Room· 2025-07-10 12:18
NEW YORK, July 10, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Iovance you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/iovance-biotherapeutics-inc-class-action-lawsuit. Investors have until July 14, 2 ...
OGN COURT NOTICE: Organon & Co. Investors may have been Affected by Fraud – Contact BFA Law by the July 22 Legal Deadline (NYSE:OGN)
GlobeNewswire News Room· 2025-07-10 12:18
NEW YORK, July 10, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Organon & Co. (NYSE: OGN) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Organon you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/organon-co-class-action. Investors have until July 22, 2025, to ask the Court to be appointed to lea ...
DEADLINE APPROACHING: Berger Montague Advises Organon & Co. (NYSE: OGN) Investors to Inquire About a Securities Fraud Class Action by July 22, 2025
GlobeNewswire News Room· 2025-07-10 12:08
PHILADELPHIA, July 10, 2025 (GLOBE NEWSWIRE) -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against Organon & Co. (“Organon” or the “Company”) (NYSE: OGN) on behalf of purchasers of Organon securities between November 3, 2022 through April 30, 2025, inclusive (the “Class Period”). Investor Deadline: Investors who purchased or acquired Organon securities during the Class Period may, no later than JULY 22, 2025, seek to be appointed as a lead plaintiff representa ...
Methode Electronics, Ultragenyx Pharmaceutical And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
Benzinga· 2025-07-10 12:00
U.S. stock futures were lower this morning, with the Dow futures falling around 100 points on Thursday.Shares of Methode Electronics, Inc. MEI fell sharply in today's pre-market trading after the company reported a fourth-quarter adjusted EPS miss.Methode Electronics posted adjusted loss of 77 cents per share, missing market estimates of earnings of 4 cents per share, according to data from Benzinga Pro. The company' sales came in at $257.10 million versus estimates of $232.87 million.Methode Electronics sh ...
Pelthos Therapeutics Launches ZELSUVMI™ (berdazimer) Topical Gel 10.3%, the First and Only FDA-Approved At-Home Treatment for Molluscum Contagiosum
Globenewswire· 2025-07-10 12:00
ZELSUVMI is now commercially available via prescription through retail pharmacies, ASPN pharmacy services and for at-home delivery through mail-order pharmaciesOnce-daily topical prescription medication can be applied by patients, parents and caregivers outside of a physician's office, at home or on the goMolluscum contagiosum is a highly contagious viral skin condition that afflicts an estimated 16.7 million people with up to 6 million new incidents per year in the United States, most of them children DURH ...