在经历了年初的低迷之后，2025年9月和10月，生物技术行业的并购活动显著回升。特朗普政府对高昂 药价的打压以及对制药行业征收三位数关税的威胁逐渐解除，加之利率周期的开启，进一步刺激了并购 交易。 并购为填补收入缺口 生物制药行业的特殊之处在于，公司每十年左右就会面临核心资产专利到期的问题。这种资产生命周期 要求公司不断推出创新产品，或者收购那些能够做到这一点的公司。 Candriam高级投资组合经理Linden Thomson告诉媒体："生物技术是医疗保健领域的创新引擎，历来都 是制药公司构建其生物制药业务的切入点。" 许多制药公司最初都是化学公司，它们通常以结构简单的小分子药物起家，而生物技术公司则利用活体 生物生产抗体和mRNA等药物。Thomson表示，随着制药公司对生物技术的大力投资，两者之间的界限 逐渐模糊，如今市面上许多药物实际上都是由生物技术公司发现或通过生物技术生产出来的。 例如，辉瑞(PFE.US)和诺和诺德(NVO.US)就Metsera及其领先的减肥候选药物展开的高调竞购战，充分 展现了该行业某些细分领域的竞争之激烈，大型制药公司正竭力填补即将到来的收入缺口。 而多种因素共同促成了生物 ...

证券日报网讯12月29日，优宁维（301166）在互动平台回答投资者提问时表示，长三角地区作为我国最 具活力的经济发展区域之一，公司总部位于长三角的中心城市上海，并在南京、杭州、合肥等地设有子 公司和办事处；为更好地服务长三角在内的全国客户，公司依托当地优质的人才、区位和产业集聚等优 势，在南京设立了蛋白研发中心和自主品牌研发生产运营基地，在杭州设有抗体研发中心。通过持续的 资源投入和业务深耕，长三角地区已成为公司最重要的业务区域之一。公司将会继续深耕以上海为中心 的长三角地区，持续挖掘客户需求，为包括长三角区域在内的所有客户提供更加优质的产品和服务。 ...

证券日报网讯12月26日，优宁维（301166）在互动平台回答投资者提问时表示，公司围绕一站式平台极 致战略和抗体极致战略，致力于通过围绕抗体上下游应用领域寻找相关标的企业，以实现与现有业务的 协同发展。公司将严格遵守信息披露相关规定，如有需要披露的实质性进展或达到披露标准的交易，将 及时发布公告。 ...

近日，北京义翘神州科技股份有限公司(以下简称：义翘神州)获得Scientist.com平台颁发的"2025年度供 应商绩效认可奖"(2025 Supplier Performance Recognition Award)，旨在表彰义翘神州在推动全球药物发 现研究方面做出的杰出贡献和卓越表现。 义翘神州通过哺乳动物细胞、杆状病毒-昆虫细胞、大肠杆菌及无细胞表达(CFPS)四大系统，为您提供 从基因合成到蛋白表达、纯化的一站式服务，是您定制重组蛋白表达的理想合作伙伴。义翘神州构建的 杂交瘤、Beacon®、流式单B、噬菌体和兔多抗技术五大抗体发现平台，成功开发30000+抗体，与很多 国际制药企业建立了良好的合作关系。 义翘神州美国公司首席商务官Rob Burgess表示： "我们深感荣幸能够获得Scientist.com的认可与肯定。也为双方长期而富有成效的合作深感自豪。这一奖 项充分彰显了我们团队致力于为全球科学界提供可靠、及时、创新解决方案的坚定承诺。未来，我们将 继续致力于赋能科研人员，为生命科学研究的进步贡献更大力量。" Scientist.com是全球大型的智能化生命科学研发采购平台，整合6000多家 ...

（编辑 丛可心） 证券日报网讯 12月15日，皓元医药在互动平台回答投资者提问时表示，公司工具化合物业务处于优势 地位并具备较强的国际影响力。在此基础之上，公司重组蛋白等生物试剂业务目前共享工具化合物的成 熟销售平台与渠道资源，以实现高效的资源整合与市场协同。在财务披露层面，该部分业务与工具化合 物业务合并，作为"工具化合物和生化试剂"板块进行业绩呈现。公司持续加大在生物试剂领域的研发与 布局，截至2025年第三季度末，已累计开发包括重组蛋白、抗体、酶等在内的各类生物大分子产品超过 23000种，产品矩阵不断丰富。 ...

Core Viewpoint - The Lishan International Biopharmaceutical Production Base has officially commenced operations, marking a significant advancement in the high-quality development of the biopharmaceutical industry in Jinan City, China [1] Group 1: Infrastructure and Location - The base is located in the convenient transportation area of the Lixia Economic Development Zone, adjacent to major roads and surrounded by planned routes, combining natural environment and location advantages [3] - The total area of the park is approximately 113 acres, with a planned total construction area of 180,000 square meters, designed based on M1 standard industrial land [3] Group 2: Industry Focus and Ecosystem - The base aims to create a complete industrial ecosystem by sharing resources with the Lishan International Cell Medicine Industrial Park, providing comprehensive support services for resident enterprises [5] - It focuses on high-value biopharmaceutical fields such as vaccines, antibodies, and cell gene drugs, while also expanding into bioproducts, traditional Chinese medicine, and medical devices [5] Group 3: Business Development and Future Plans - Currently, the base has attracted over 10 leading and high-quality enterprises in the biopharmaceutical industry, creating a distinct industrial agglomeration effect [6] - Future plans include promoting the establishment of more leading biopharmaceutical companies, enhancing the dual-driven model of R&D and production, and building a comprehensive industrial platform [6]

Core Viewpoint - The article discusses the seasonal influenza epidemic and the interactions between various respiratory viruses, highlighting the importance of understanding viral co-infections and their implications for public health and treatment strategies [2][3]. Summary by Sections Influenza Season and Predictions - The seasonal influenza typically peaks in China between mid-December and early January, with an expected rise in cases this year [2]. Viral Co-infections and Their Effects - Respiratory viruses such as influenza, respiratory syncytial virus (RSV), rhinovirus, and others can co-infect hosts, leading to varying clinical outcomes, either exacerbating or alleviating symptoms [3][4]. - Co-infections can result in two distinct outcomes: either reducing symptoms or worsening them, as demonstrated in mouse models [4][6]. Mechanisms of Viral Interference - Viral interference can be classified into positive and negative interactions. Positive interactions can worsen conditions, while negative interactions can inhibit viral infections [3][5]. - The concept of viral interference was introduced in the 1960s, with interferon responses being a key mechanism in these interactions [5][10]. Implications for Treatment and Research - Understanding the mechanisms of viral interference is crucial for developing treatment, prevention, and diagnostic strategies for infectious diseases [10]. - The article emphasizes the role of viral surface proteins in these interactions, suggesting that recombinant viral antigens and antibodies are essential for research [10]. Company Solutions - Yiqiao Shenzhou provides a comprehensive range of viral reagents and solutions for infectious disease research, supporting global efforts in basic research, therapeutic antibody development, drug research, diagnostics, and vaccine development [12][13].

Core Viewpoint - The company, Yiqiao Shenzhou Technology Co., Ltd., reported strong financial performance for Q3 2025, with significant growth in both revenue and net profit, driven by domestic and international business expansion [3][4]. Group 1: Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 186.99 million yuan, representing a year-on-year increase of 17.39% [3] - The net profit for the same period reached 110.18 million yuan, up by 10.94% year-on-year [3] - In Q3 alone, the net profit was 42.49 million yuan, showing a remarkable growth rate of 49.76% compared to the previous year [3] Group 2: Business Development - The company is experiencing stable growth in both domestic and international markets, with a focus on expanding its market share and brand recognition in China while enhancing its overseas presence [4] - The domestic market has shown strong demand, while the overseas market, although in its early stages, presents significant growth potential due to competitive product pricing [4] Group 3: Product Strategy - The company is implementing a dual-track strategy for cytokine products, balancing GMP and non-GMP offerings to cater to different customer needs [5] - The SCB business segment has shown steady revenue growth, with initial signs of successful integration and collaboration between the company's existing capabilities and the SCB products [6] - The company currently offers over 9,800 types of protein products, positioning itself as a global leader, with plans to enhance product quality and expand antibody offerings through innovation [7]

Core Insights - In October, Tianhu Technology recorded 17 investment events related to technology innovation and entrepreneurship in Chengdu, indicating a vibrant investment landscape in the region [1] Investment Events Summary - Chengdu Nuowei Medical Technology Co., Ltd. completed a D round financing of approximately 800 million RMB, with investors including Shenchuang Capital and others [2][11] - Chengdu Maikang Biological Technology Co., Ltd. raised over 400 million RMB in D round financing, supported by IDG Capital and others [2][12] - Chengdu Shengshi Junlian Biotechnology Co., Ltd. completed an angel round financing of several million RMB, with investment from High-tech Venture Capital [2][13] - Chengdu Haibo Pharmaceutical Co., Ltd. secured over 200 million RMB in B round financing, led by Huagai Capital [2][14] - Sichuan Mairedi Medical Technology Co., Ltd. completed equity financing, with undisclosed amounts, focusing on medical devices and consumables [2][15] - Chengdu Zhifang Ruida Technology Co., Ltd. completed Pre-A+ round financing, with several million RMB raised from High-tech Venture Capital [2][5] - Guanjia (Chengdu) Semiconductor Co., Ltd. completed seed round financing, with undisclosed amounts, focusing on semiconductor materials [2][6] - Sichuan Keerwei Optoelectronic Technology Co., Ltd. completed B round financing, with undisclosed amounts, specializing in ceramic film circuits [2][7] - Chengdu Ruidiwei Technology Co., Ltd. completed C+ round financing, with funds aimed at R&D and market expansion [2][8] - Chengdu Rui Bao Electronic Technology Co., Ltd. completed B round financing, focusing on vacuum measurement instruments [2][9] - Chengdu Xunyi Weitong Technology Co., Ltd. completed equity financing, focusing on satellite internet terminals [2][10] - Xizhong New Energy Automobile Co., Ltd. completed B+ round financing, focusing on smart connected new energy commercial vehicles [2][19] - Chengdu Tianfu Zhihua Technology Co., Ltd. completed E round financing, focusing on intelligent driving systems [2][20] Industry Distribution - The health sector and electronic information sector emerged as the hottest investment areas in Chengdu, with 29.4% of the 17 projects related to these industries [4] - The majority of financing events were in the B round stage, indicating a trend towards more mature investment opportunities [3]

Core Viewpoint - The company, Beijing Baipusais Biotechnology Co., Ltd., is experiencing growth in its stock performance and revenue, driven by advancements in cell immunotherapy, recombinant proteins, and its recognition as a "specialized, refined, distinctive, and innovative" enterprise [1][3][9]. Group 1: Company Performance - On October 31, the company's stock rose by 4.25%, with a trading volume of 177 million yuan and a market capitalization of 10.872 billion yuan [1]. - For the first nine months of 2025, the company achieved a revenue of 613 million yuan, representing a year-on-year growth of 32.26%, and a net profit attributable to shareholders of 132 million yuan, up 58.61% year-on-year [9]. - The company has distributed a total of 432 million yuan in dividends since its A-share listing, with 312 million yuan in the last three years [10]. Group 2: Product Development and Market Position - The company has launched a specific antibody targeting the CD19 antigen in CAR-T cell therapy, enhancing detection methods and expanding its product offerings in cell and gene therapy [2]. - It has developed high-quality recombinant proteins for various disease targets, supporting the research and production needs of biopharmaceuticals [2]. - The company is actively developing products related to monkeypox virus, including recombinant proteins and test kits, to aid in vaccine and therapeutic drug development [2]. Group 3: Industry Recognition and Financial Impact - The company has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [3]. - As of the 2024 annual report, overseas revenue accounted for 66.46% of total revenue, benefiting from the depreciation of the yuan [4]. - The company operates in the pharmaceutical and biotechnology sector, specifically in the bioproducts category, and is involved in various concept sectors including financing, artificial intelligence, and mid-cap stocks [9].