2025年12月4日早盘，医药商业板块盘中拉升，截至11:28，上证科创板生物医药指数强势上涨1.03%， 成分股泽璟制药上涨4.47%，荣昌生物上涨4.14%，益方生物上涨3.74%，迪哲医药、奕瑞科技等个股跟 涨。 医药行业目前已经进行了十一批国家药品集中带量采购以及多轮医保谈判，随着药品带量采购的常态化 进行，仿制药行业的下降趋势无法避免，对制药行业有一定的影响。2025年1-9月医药制造业营业收入 整体比较平稳，受集采、医保谈判的影响，仿制药的前景平淡，未来行业的发展需要创新药来推动增 长。 光大证券认为，随着国内外宏观和政策形势的变化，未来医药板块的投资应当越来越着重于医药的临床 价值本质逻辑，即解决医患的临床需求。无论是国内的医保政策，还是出海的全球布局，均对于临床价 值赋予越来越高的溢价。从临床价值三段论出发，我们看好创新药产业链、创新医疗器械。 没有股票账户的投资者可以通过科创医药ETF嘉实联接基金(021061)一键布局科创板生物医药板块机 遇。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 数据显示，截至2025年11月28日，上证科创板生物医药指数前十大权重股分 ...

截至2025年12月4日 10点10分，上证科创板100指数下跌0.16%。成分股方面涨跌互现，荣昌生物领 涨4.49%，泽璟制药上涨4.19%，绿的谐波上涨3.79%；乐鑫科技领跌3.75%，华曙高科下跌3.69%，莱斯 信息下跌3.37%。科创100ETF华夏（588800）多空胶着，最新报价1.24元。 流动性方面，科创100ETF华夏（588800）盘中换手2.86%，成交7189.06万元。拉长时间看，截至 12月3日，科创100ETF华夏（588800）近1周日均成交2.47亿元，领先同类。 公开信息显示，科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418）跟踪上 证科创板半导体材料设备主题指数，囊括科创板中 半导体设备（61%）和半导体材料（23%）细分领域 的硬科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代天花板 较高属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻机技术进展。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对 ...

Core Viewpoint - Rosen Law Firm is encouraging investors of Telix Pharmaceuticals Ltd. to secure legal counsel before the January 9, 2026 deadline for a securities class action lawsuit related to the company's misleading statements during the class period from February 21, 2025 to August 28, 2025 [1][5]. Group 1: Legal Action Details - Investors who purchased Telix securities during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by January 9, 2026 [3][6]. - The lawsuit alleges that Telix's defendants made materially false statements regarding the company's progress in prostate cancer therapeutics and the quality of its supply chain, leading to investor damages when the truth was revealed [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company [4]. - The firm has been ranked highly for its number of securities class action settlements and has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4].

December 3, 2025 09:00 PM GMT Asia Thematic Alpha | Asia Pacific M Idea Thematic Catalysts for 2026 We highlight our preferred Asia themes heading into 2026, with China's AI Path remaining at the top of our rankings, helped by reasonable valuations, strong growth prospects and low ownership. Catalysts on market/governance reform are also shaping up next year, particularly for Korea and Japan. Key Takeaways Themes and Stock-specific Alpha in Focus in 2026: Compared with top-down market allocations, our 2026 ...

Core Insights - Novo Nordisk's GLP-1 drug semaglutide showed no cognitive benefit for individuals with early Alzheimer's disease according to findings from two large trials [1] Group 1 - The trials were presented at a medical meeting, indicating a significant event in the medical research community [1] - The results have dashed hopes that semaglutide, a widely used medication, could assist patients with early Alzheimer's disease [1]

Group 1 - The presentation features Graham Parry from Citigroup introducing Sanofi and its CEO, Paul Hudson, at an investment community event in Miami [1] - Investors are particularly interested in Sanofi's plans regarding the Dupixent loss of exclusivity (LOE) expected in 2031 and the company's outlook post-LOE [2]

Core Insights - Royalty Pharma has experienced a transformational year in 2025, marked by significant strategic transactions and strong financial performance [2][3] - The company internalized its external manager, consolidating operations into a single business entity, which is crucial for strategic and financial alignment [2] - Royalty Pharma has executed numerous successful deals throughout the year, resulting in record capital returns to shareholders and a robust financial standing [3] Financial Performance - The company has returned a record amount of capital to shareholders, indicating strong financial health and commitment to shareholder value [3] - Positive momentum is evident in the company's financial results, suggesting a strong outlook as it approaches the end of the year [3] Strategic Developments - The internalization of the external manager is a key strategic move that enhances operational efficiency and aligns the company's business model [2] - The strong pipeline of projects and deals positions the company favorably for continued growth and success in the upcoming year [3]

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PresentationGood day and thank you for standing by. Welcome to the RAPIDe-3 topline data webcast. [Operator Instructions] I would now like to hand the conference over to your speaker, Maggie, please go ahead.Maggie Beller Thank you, and welcome to the top line data announcement of RAPIDe-3, a Phase III clinical study of deucrictibant immediate-release capsule for the on-demand treatment of hereditary angioedema attacks. My name is Maggie Beller, Head of Corporate and Investor Communications at Pharvaris. Pl ...

Olema Pharmaceuticals (NasdaqGS:OLMA) FY Conference December 03, 2025 04:40 PM ET Company ParticipantsSean Bohen - CEOShane Kovacs - CFOConference Call ParticipantsNone - AnalystNoneAll right. Excellent. Well, thank you guys for joining. Super excited to have the management team from Olema Oncology. I feel like it's been a blockbuster year in the SERD space. And for many investors, they didn't necessarily see it coming. So, looking back, a lot of people are pleasantly surprised to see all the investments yo ...