Ionis Pharmaceuticals (NasdaqGS:IONS) FY Conference March 02, 2026 10:30 AM ET Company ParticipantsBrett Monia - CEOConference Call ParticipantsYaron Werber - AnalystYaron WerberOkay. Well, good morning, everybody, and thank you for joining us for the 46th annual TD Cowen Healthcare Conference. I'm Yaron Werber from the biotech team, and it's really a great pleasure to moderate the next fireside chat with Brett Monia, Chief Executive Officer of Ionis. Brett, good to see you.Brett MoniaGood to see you, Yaron ...

2026 年 03 月 01 日 行业研究 评级：推荐(维持) | 1 研 2 1 2 C | | --- | | œ | | 研究所： | | | --- | --- | | 证券分析师： | 董伯骏 S0350521080009 | | | dongbj@ghzq.com.cn | | 证券分析师： | 李永磊 S0350521080004 | | | liyl03@ghzq.com.cn | | 证券分析师： | 杨仁文 S0350521120001 | | | yangrw@ghzq.com.cn | | 证券分析师： | 王鹏 S0350525090001 | | | wangp05@ghzq.com.cn | [Table_Title] 中国 2026 年计划实施 2 次载人飞行、1 次货运 飞船补给任务 ——新材料产业周报 最近一年走势 | 行业相对表现 | | | 2026/02/27 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 基础化工 | 6.0% | 26.1% | 52.2% | | 沪深 300 | 0.1% | 4.3% ...

Company Overview - Erasca, Inc. is a clinical-stage biotech company focused on RAS/MAPK-driven cancers, addressing a significant unmet medical need globally [1] - The company currently has no commercially approved products, resulting in zero revenue, and its valuation reflects early-stage risk rather than fundamentals [2] Clinical Development - Erasca has achieved IND clearance for its two lead assets, ERAS-0015 and ERAS-4001, advancing both into Phase 1 monotherapy trials, with data expected in 2026 [2] - The company maintains a cash runway into H2 2028, potentially extending to 2029 following recent offerings, while net losses have narrowed and operating expenses declined [2] Competitive Landscape - The assets of Erasca show technically differentiated profiles with potential best-in-class RAS-targeting and strong preclinical potency, but the competitive landscape is crowded with larger biotechs and pharma pursuing similar targets [3] - Intellectual property protections, including a U.S. composition-of-matter patent for ERAS-0015 through 2043, provide some advantage, though the firm lacks a wide structural moat until clinical approval and market adoption [3] Management and Financial Strategy - The management team is highly experienced and strategically focused, having prudently extended the cash runway, but future equity raises are likely, creating dilution risk [4] - Key catalysts for the company include the release of Phase 1 data in 2026, potential strategic partnerships, and licensing opportunities [4] Investment Considerations - Erasca represents a high-risk, high-reward investment with significant binary outcomes tied to clinical trial results and funding conditions [4][6]

转自：贵州日报 本报讯 2月27日，市委副书记、市长王宏调研贵阳贵安重点企业复工复产和一季度"开门红"工作。他强 调，要进一步学习贯彻习近平总书记考察贵州重要讲话精神，按照省委、市委安排部署，狠抓服务保 障，助企复工复产，全力实现"十五五"开局之年首季"开门红"。 市委副书记范辉政，贵阳贵安领导杨志荣、刘良果参加。 当天，王宏来到贵安新区，先后走进科创城数字经济港项目现场、马场园算力基地配套电力管廊工程项 目现场，中融智能制造有限公司和晶泰科（贵州）光电科技有限公司，详细了解项目建设情况和企业生 产经营情况，叮嘱有关部门全力做好要素保障，为项目加快建设和企业生产经营创造良好条件。在清镇 市，王宏走进贵州中观生物技术有限公司，认真听取企业研发进展和生产计划，鼓励企业加大创新投 入，加快科技成果转化，不断提升产品竞争力。在白云区，王宏先后来到燕京啤酒（贵州）有限公司、 贵阳弗迪动力有限公司和贵州中铝铝业有限公司，实地察看企业复工复产情况，希望企业坚定发展信 心，不断拓宽市场、做大规模，要求属地和部门用心用情服务企业，靠前服务解决实际困难，帮助企业 尽快复工复产、达产满产。在高新区天瀑观山府项目，王宏实地了解项目规 ...

2月26日下午，港股医疗保健板块内的290只个股，六成以上出现下跌，其中有61只个股跌幅超过4%， 其中德琪医药（06996.HK）、百济神州（06160.HK）、药明合联（02268.HK）三只个股跌幅领衔，分 别大跌10.44%、9.16%、8.69%。 按照百济神州前期的公告，该公司将于2月26日港股股价收盘后公布其根据美国公认会计原则及美国证 券交易委员会适用规则编制的2025年第四季度及全年的财务业绩。 截至记者发稿之际，百济神州尚未发布财报。 伴随着股价大跌，百济神州2月26日在港股市场的市值跌破3000亿港元，最后报2995亿港元。 | 百济神州 (06160.HK) | | C | | | --- | --- | --- | --- | | 已收盘 02-26 16:08:14 | | | | | 港交所规定,港股基础行情需手动下拉刷新 | | | × | | 194.400 HKD | | | ☆ 窝 通 BMP 竞 : | | -19.600 -9.16% 生物技术 -5.96% > | | | | | 今 开 最 高 213.400 | 213.400 | | 成交量 601.23万股 ...

2月26日下午，港股医疗保健板块内的290只个股，六成以上出现下跌，其中有61只个股跌幅超过4%， 其中德琪医药（06996.HK）、百济神州（06160.HK）、药明合联（02268.HK）三只个股跌幅领衔，分 别大跌10.44%、9.16%、8.69%。 伴随着股价大跌，百济神州2月26日在港股市场的市值跌破3000亿港元，最后报2995亿港元。 | 自杀神州(06160.HK) | | | | | --- | --- | --- | --- | | 已收盘 02-26 16:08:14 | | | | | 港交所规定,港股基础行情需手动下拉刷新 | | | | | 194.400 HKD | | gr | 窝 通 BMP | | -19.600 -9.16% 生物技术 -5.96% > | | | | | 今 开 最 高 213.400 | 213.400 | | 成交量 601.23万股 | | 昨 收 最 低 194.000 | 214.000 | | 成交额 12.06亿 | | 换手率 市盈 TM (2 561.39 | 0.42% | | 总市值 ▼ 2995.08亿 | | 量 比 而容动 ...

Soleno Therapeutics (NasdaqCM:SLNO) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAnish Bhatnagar - Chairman and CEOBrian Ritchie - Managing DirectorBrian Skorney - Managing Director of BiotechnologyJim Mackaness - CFOKhalil Fenina - Equity Research Associate of BiotechnologyMeredith Manning - Chief Commercial OfficerMoritz Reiterer - Biotechnology Equity Research AssociateShannon Duffy - Biotech Equity Research AssociateConference Call ParticipantsDerek Archila - Managing Director ...

Soleno Therapeutics (NasdaqCM:SLNO) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAnish Bhatnagar - Chairman and CEOBrian Ritchie - Managing DirectorBrian Skorney - Managing Director of BiotechnologyJim Mackaness - CFOKhalil Fenina - Equity Research Associate of BiotechnologyMeredith Manning - Chief Commercial OfficerMoritz Reiterer - Biotechnology Equity Research AssociateRam Selvaraju - Managing Director of Healthcare Equity ResearchShannon Duffy - Biotech Equity Research Associa ...

【锦绣中国年】 光明日报记者 陆健 刘习 "在行业整体上升态势带动下，当前订单饱满，产品供不应求，我们必须抢时间、赶进度，尽快恢复产 能。"公司总经理曹华鹏说。作为一家省级专精特新企业，公司基于良好的市场预期和客户催货需求， 决定春节期间保持生产，以确保订单按时交付。 "眼下是企业发展的关键期，一边是生产车间满负荷运转赶订单，一边是我们投资新建的'年产4000吨含 氟高端精细化学品项目'正在加速推进。"站在新项目建设现场，中化蓝天氟材料有限公司副总经理吴建 话语间充满信心。 全自动"机器人"系统调度，正负极配料、涂布、辊压分切、激光模切等工序高效运转……走进位于湖州 南浔经济开发区智能制造"万亩千亿"新平台的泰鼎新能源（浙江）有限公司智能化车间，生产线高速运 转，一颗颗扫地机器人的动力"心脏"——聚合物锂离子电池走下生产线。"为了抢抓生产、及时交付订 单，我们今年春节提前开工。"企业一线管理科科长吉马布格说。 在该企业研发中心，记者看到的同样是一派忙碌场景。研发中心负责人胡琪卉表示，目前研发团队梳理 研发思路、完善实验方案，明确了推进目标，力争早日实现技术突破和成果转化。 正月初六，坐落在浙江省绍兴市上虞区的 ...

Stock Performance - On February 24, 2026, the stock price of APLM.OQ (冠科美博) fell by 4.86% (or 4.88% according to different data sources), closing at $20.08. The trading volume was 6,453 shares, with a total transaction value of $129,743, and the stock experienced a volatility of 12.46% [1] - The biotechnology sector in the US stock market saw a slight decline of 0.07% on the same day, while major indices like the Nasdaq rose by 1.04%, indicating that APLM.OQ underperformed compared to both its sector and the broader market [1] Company Situation - There were no significant fundamental announcements from the company on that day, such as financial reports, clinical progress, or business collaborations [2] - The stock's price fluctuation may be attributed to market sentiment, as recent analyses indicated a widespread sell-off in US tech stocks, with concerns about capital returns in high-investment areas like AI affecting growth sectors, including biotechnology [2] - The trading characteristics of APLM.OQ showed a volume ratio of 0.58, indicating lower trading activity compared to recent averages, which may have amplified price volatility. The company's price-to-earnings (TTM) and price-to-book ratios were -0.75 and -9.79, respectively, reflecting a long-term loss situation that could heighten investor caution [2]