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生物药资产爆发后 中国创新医疗器械何时迎来DeepSeek一刻
Di Yi Cai Jing· 2025-09-13 09:50
不过,与对外授权如火如荼的创新药发展相比,中国的创新医疗器械要获得全球市场认可,挑战仍然很 大。在葛均波看来,这些挑战一方面是由于我国创新医疗器械起步仍然较晚,长期以模仿为主,原创思 维有待加强;另一方面也是因为我国医疗器械的创新生态链还不够成熟,资本和商业化的能力需要进一 步提升。 今年上半年,中国医疗器械行业也发生了多起对外授权,例如康蒂思与博迈医疗球囊扩张导管的合作, 但与创新药动辄数亿美元的对外授权规模相比,并未引发资本市场的波动。 而从过去几年国内获批的创新产品来看,创新医疗器械的数量并不少于创新药。来自国家药监局的数据 显示,"十四五"期间,我国共批准创新药210个和创新医疗器械269个。 今年中国创新生物药对外授权引发全球关注。相关数据显示,上半年创新药对外授权金额近660亿美 元,让全世界见证了中国生物医药的DeepSeek一刻。 不过在医疗器械领域,中国创新产品的DeepSeek一刻尚未来临。创新药的出海路径是否能在创新器械 领域重演,是业内热议的话题。 从模仿到创新 9月13日,在中国心血管医生创新俱乐部(CCI)成立十周年大会上,中国心血管创新医疗器械领头 人、中国科学院院士、复旦大学附 ...
深度|生物药资产爆发后,中国创新医疗器械何时迎来DeepSeek一刻
Di Yi Cai Jing· 2025-09-13 09:44
中国的创新医疗器械要获得全球市场的认可,挑战仍然很大。 今年中国创新生物药对外授权引发全球关注。相关数据显示,上半年创新药对外授权金额近660亿美 元,让全世界见证了中国生物医药的DeepSeek一刻。 为何创新器械授权难 微光医疗创始人CEO朱锐对第一财经记者表示:"中国创新医疗器械目前还没有到爆发点,创新器械爆 发的路径与创新药有较大的差异。创新药把靶点改一下,就成了一个新的专利,但医疗器械的小创新仍 会涉及知识产权问题。" 不过在医疗器械领域,中国创新产品的DeepSeek一刻尚未来临。创新药的出海路径是否能在创新器械 领域重演,是业内热议的话题。 从模仿到创新 9月13日,在中国心血管医生创新俱乐部(CCI)成立十周年大会上,中国心血管创新医疗器械领头 人、中国科学院院士、复旦大学附属中山医院心内科主任葛均波教授表示,中国创新药对外授权如今已 经占据了全球的半壁江山,大量源自于中国的创新药获得了全球的认可,这也为中国创新医疗器械的发 展增添了信心,期待未来有更多的创新医疗器械能走向世界。 回顾过去十年CCI的发展,葛均波称,中国心血管介入医疗器械在很长一段时间内高度依赖进口,价格 高昂,我们最初是希望 ...
归创通桥回购5.00万股股票,共耗资约118.42万港元,本年累计回购411.45万股
Sou Hu Cai Jing· 2025-08-25 11:54
Group 1 - The company, Guichuang Tongqiao, repurchased 50,000 shares at an average price of HKD 23.68 per share, totaling approximately HKD 1.1842 million, with a cumulative repurchase of 4.1145 million shares this year, representing 1.29% of the total share capital [1] - The recent stock repurchase activity may indicate management's confidence in the company's future development and belief that the current stock price is undervalued [1] - Stock buybacks are often viewed as a positive signal, potentially reducing the number of shares in circulation, thereby enhancing earnings per share and stock price [1] Group 2 - Guichuang Tongqiao is an innovative medical device company listed on the Hong Kong Stock Exchange, focusing on the research, production, and sales of peripheral vascular interventional medical devices [2] - The company aims to provide high-quality and innovative medical solutions, with products including balloon dilation catheters and stents, capturing a certain market share in the growing medical device industry [2] - The business development of Guichuang Tongqiao is closely linked to the increasing global demand for medical services, particularly in light of the rising attention to vascular diseases, indicating a broad market prospect for its products [2]
迈普医学: 广州迈普再生医学科技股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案(摘要)(修订稿)
Zheng Quan Zhi Xing· 2025-08-12 12:10
Group 1 - The company, Guangzhou Maipu Regenerative Medicine Technology Co., Ltd., plans to acquire 100% equity of Yijie Medical through issuing shares and cash payment, along with raising supporting funds [7][14] - The target company, Yijie Medical, specializes in the research, production, and sales of neuro-interventional medical devices, which aligns with the company's focus on high-performance implantable medical devices [14][26] - The transaction aims to expand the company's product portfolio and enhance its market presence in the neuro-interventional field, which is experiencing significant growth due to increasing demand for innovative treatment options for cerebrovascular diseases [14][26] Group 2 - The company has established a strong distribution network with nearly 1,000 domestic and international distributors, covering around 2,000 hospitals in China and over 100 countries globally [14] - The neurovascular intervention medical consumables market in China is projected to grow from 3.2 billion RMB in 2017 to 43.2 billion RMB by 2028, with a compound annual growth rate of 36.5% [26] - The company has received multiple medical device registrations and certifications, indicating its commitment to quality and compliance in the medical device sector [25][26] Group 3 - The transaction is subject to regulatory approvals and the completion of auditing and evaluation processes, which are still ongoing as of the date of the announcement [2][19] - The company has committed to strict information disclosure obligations and will provide updates on the transaction's progress to ensure transparency for investors [18] - The controlling shareholder and management have pledged not to reduce their holdings during the transaction process, reinforcing their commitment to the company's stability [17]
河套深圳园区生物医药产业规模超百亿元
Shen Zhen Shang Bao· 2025-07-06 16:51
Group 1 - The first batch of differentiated qualified assessment balloon dilation catheters is being sent to the laboratory, which are precision instruments used to clear coronary artery stenosis, providing hope for patients with coronary heart disease [1] - Yejv Medical Devices (Shenzhen) Co., Ltd. is one of the first companies to obtain the differentiated qualified assessment pilot qualification in the He Tao Shenzhen Park [1] - The new model allows companies to conduct self-acceptance and submit a "Quality Acceptance Self-Declaration" to customs, significantly speeding up the import process to under one hour, enhancing competitiveness in the international market [1] Group 2 - Shenzhen Customs has developed a differentiated qualified assessment plan for legally inspected industrial products entering the He Tao Shenzhen Park from Hong Kong, focusing on the needs of companies with relatively single categories of imported medical devices [2] - After obtaining the differentiated qualified assessment pilot qualification, the overall inspection ratio for companies has decreased by 90%, and the customs clearance time has been reduced by 46% [2]
数亿元融资!血管介入械企龙头完成D轮
思宇MedTech· 2025-06-24 09:06
Core Viewpoint - The article highlights the significant advancements and funding achievements of Guangdong BoMai Medical Technology Co., Ltd. (BoMai Medical), emphasizing its leading position in the vascular intervention balloon catheter market and its potential for future growth through innovation and strategic partnerships [1][2][4]. Funding and Financial Growth - BoMai Medical completed a D-round financing of several hundred million RMB on June 18, 2025, led by IDG Capital, with participation from other notable investors [2][18]. - The company has successfully raised capital through five rounds of financing since 2014, indicating strong market confidence and support for its growth trajectory [18]. Industry Position and Product Development - Established in 2012, BoMai Medical is the largest manufacturer of vascular intervention balloon catheters in China, holding over 50% of the domestic market share and exporting more than 70% of its products [4][6]. - The company has developed over 40 product lines across four major areas: coronary intervention, peripheral intervention, vascular access, and neuro intervention, with more than 360 medical device registrations globally [4][6]. Technological Innovation - BoMai Medical's core technology focuses on balloon dilation catheters, which are essential for treating complex cardiovascular diseases [6][8]. - The company possesses over 150 intellectual property rights and has established a research center for vascular intervention technology, showcasing its commitment to innovation [8]. Market Potential and Competitive Landscape - The cardiovascular intervention device market in China was valued at approximately 37.2 billion RMB in 2021 and is projected to reach 140.2 billion RMB by 2030, with a compound annual growth rate (CAGR) of 15.88% [13][15]. - Despite the high market potential, the domestic market for balloon catheters remains largely dominated by foreign brands, presenting significant opportunities for BoMai Medical to capture market share through its innovative products [16]. Strategic Partnerships - In February 2025, BoMai Medical partnered with the international medical device company Cordis to localize the production of peripheral vascular drug-coated balloons, addressing a critical technological bottleneck in the industry [9][11].
去年净利润未过亿元的迈普医学,欲收购未盈利企业,股价复牌后大跌
Di Yi Cai Jing· 2025-06-06 07:42
Core Viewpoint - Maipu Medical announced a restructuring plan to acquire 100% of Yijie Medical, which is expected to expand its product offerings in the neurosurgery field, despite concerns over potential financial impacts due to Yijie Medical's current losses [2][3]. Group 1: Company Overview - Maipu Medical is the only company in China's neurosurgery field that offers a comprehensive range of implantable medical devices, including artificial dura mater patches and absorbable hemostatic agents [2]. - Yijie Medical specializes in the research, design, and sales of vascular interventional medical devices for neurology, with products such as neurointerventional catheters and balloon dilation catheters [2]. Group 2: Financial Performance - In 2024, Maipu Medical reported a net profit of 78.85 million yuan, showing a growth trend from 2022 to 2024 [3]. - Yijie Medical is projected to incur net losses of 29.51 million yuan in 2023 and 26.16 million yuan in 2024, raising concerns about the impact of the acquisition on Maipu Medical's financial performance [3]. Group 3: Market and Competitive Landscape - The acquisition is seen as a strategic move to enhance Maipu Medical's product categories by integrating biocomposite material technology into the interventional field [2]. - There are concerns regarding market competition, as existing products in the neurointerventional medical device sector maintain high market shares, and potential new products could disrupt the market [3].