药物分子形式 生物制剂(Biologics) 小分子(SMOL) 偶联药物(XDC)||基因药物(genetic medicine) 小核酸药物(siRNA) | 分子胶(molecular qlue) 其他平台技术(platform technology) 拜耳作为深度融入中国创新生态的跨国药企龙头企业, 持续加大对中国创新的关注以及资源投入,积极携手中国的 创新力量,不断探索合作创新的更多可能,旨在合力发掘并 带来中国的下一个"重磅创新"。 我们宣布即日起正式启动拜耳中国"共创·新药"大赛, 诚挚邀请中国创新者及生物技术公司提交并展示具有突破创新 潜力的研发管线、在研药物分子或新型技术,具体范围如下: 目标治疗领域 Precision Oncology 精准实体肿瘤治疗 Precision Cardiorenal Diseases 精准心肾疾病治疗 Immunology & Inflammation 免疫学及炎症 研发管线阶段 从早期临床前候选化合物(pre-PCC) 到临床概念验证 (clinical PoC) 参选项目将经过拜耳中国及全球研发与BD专家组成的 评审委员会从创新水平、关键数据、推进速度以 ...

郝倩/发自挪威克里斯蒂安松 千百年以来，挪威北极峡湾孕育着一种独特的冷水海藻，当地人一直有收割此类海藻的传统，以往只是 主要用来作为动物饲料，剩下些残渣再用来培沃土壤。如今，随着科技的发展，这种挪威峡湾随处可见 的冷水海藻焕发了新的生命力，成为农业生物制剂的重要成分，销往全球各地，他们是怎么做到的呢？ 百年前当地人只是觉得海藻有营养，可以用来做牲畜饲料，剩下的残余用来沤肥。包括Algea以前的生 产工艺，也是单纯的烘干和研磨，这样的产品适合做饲料，其营养物质却无法被土壤直接吸收。 邦迪坦言，过去20年生物工程、数据科学等领域的发展，才让萃取泡叶藻活性物质成为可能。在传统的 烘干，研磨之后，Algea增加了溶解提取活性素的工艺，每天都有数以百吨计的海藻被制成液态和固态 两种可溶性肥料。 我前几日走访了北极圈边缘的挪威克里斯蒂安松（Kristiansund），实地考察了当地企业Algea的海藻采 收与加工的全过程。该公司始建于1937年，原为一家挪威当地家族企业，后为先正达集团收购，其生产 的海藻提取物已经成为先正达生物制剂产品的核心原材料。近年来，生物制剂已成为最"热门"农业科技 创新领域之一。 — 科技解锁冷 ...

6月30日，成都彭州市"蓉会共享家"首场活动——"好药成都造"医药企业供需对接活动举行，来自成都 彭州的四川光大制药有限公司、四川维奥制药有限公司、成都第一制药有限公司等医药生产企业、零售 连锁企业的百余名代表聚焦行业供需对接，共谋合作发展新路径。此次活动是彭州市探索"党建+行 业"服务模式的一次创新尝试，通过搭建供需对接平台，促进医药产业链上下游企业精准匹配，助力"成 都造"彭州优质医药健康企业拓展市场和转型升级，为彭州经济高质量发展注入新动能。 会上，医药健康企业进行了供方清单发布。在供需对接环节，济生堂、光大制药、欣福源中药等知名药 企携拳头产品进行现场推介，涵盖中成药、生物制剂等多个领域。健尔堂、龙一、全亿健康等连锁药店 代表则从市场需求角度出发，探讨产品合作及渠道优化方案，活动还邀请金融单位代表进行了金融支持 的介绍。 此次活动的举办，为医药企业搭建了高效对接桥梁，下一步，彭州将以此为契机，推动更多行业资源共 享、优势互补。彭州作为成都医药产业的重要承载地，拥有完整的医药健康产业链和优质营商环境，通 过此次活动，让更多"成都造"好药走进千家万户。 据介绍，本次活动由成都市市场监管局、成都市经济和信息 ...

Core Insights - The article highlights the significance of Ascophyllum Nodosum, a type of seaweed, in producing bio-stimulant products that enhance crop resilience and improve agricultural practices in challenging environments [1][2]. Company Insights - ALGEA, a subsidiary of Syngenta Group, specializes in seaweed harvesting and product preparation, utilizing advanced harvesting technology that allows for efficient collection of seaweed while preserving its natural regeneration [1]. - The bio-stimulant products derived from Ascophyllum Nodosum are already being utilized in Chinese agriculture, demonstrating their effectiveness in improving crop quality and soil health [2]. Industry Insights - The global agricultural bio-stimulants market is projected to grow from $15.12 billion in 2024 to $43.53 billion by 2035, with a compound annual growth rate (CAGR) of 10% [3]. - North America currently leads the market, but the Asia-Pacific region is expected to experience the highest growth [3]. - The agricultural sector in China faces challenges such as pesticide resistance, extreme climate impacts, and soil degradation, indicating a significant potential for bio-stimulants to address these issues and contribute to sustainable agricultural development [4].

Core Viewpoint - Chronic sinusitis with nasal polyps is a prevalent condition in China, affecting approximately 100 million people, with 20 to 30 million patients experiencing nasal polyps, which significantly impacts their quality of life [1][2]. Group 1: Disease Prevalence and Symptoms - The prevalence of chronic sinusitis in China is estimated to be around 8%, translating to about 100 million patients [1]. - Common symptoms include nasal congestion, purulent nasal discharge, olfactory/taste reduction, and facial pain, which can severely affect patients' quality of life [1][2]. Group 2: Treatment Approaches - The primary treatment strategy combines corticosteroid medication and surgical intervention, but the management of chronic sinusitis with nasal polyps is challenging due to high recurrence rates [1][3]. - Surgical removal of nasal polyps aims to restore normal airflow and drainage, but it does not guarantee a permanent solution, necessitating ongoing medication and follow-up care [3][4]. Group 3: Advances in Treatment - The emergence of biologic therapies represents a significant advancement in treatment, allowing for more precise and effective management of the disease by targeting the underlying inflammatory mechanisms [4][5]. - Biologic agents focus on key inflammatory pathways associated with type 2 inflammation, which is relevant for patients with chronic sinusitis, nasal polyps, asthma, and other comorbidities [5].

近日，工业和信息化部、国家发展改革委印发通知，部署开展生物制造中试能力建设平台培育工作。提 出到2027年，力争培育20个以上中试平台，为产业规模化铺路。与此同时，生物制造领域技术突破与产 业布局密集落地。高校团队在聚砜塑料回收、羊毛甾醇合成等领域取得进展，凯赛生物、锦波生物等企 业加码布局，弈柯莱自主研发的燕窝酸获批准入新食品原料清单，持续拓宽技术应用领域。政策端与产 业端协同发力，推动生物制造从实验室研发向规模化产业化加速迈进，展现出"技术突破—政策护航— 资本涌入"的全链条发展活力。 ● 本报记者 傅苏颖 颠覆传统生产模式 合成生物学作为平台技术，在生物制造中发挥着至关重要的作用。华安证券认为，合成生物学正在重塑 产业生产模式，能够执行传统生物技术难以企及的任务，同时实现了更高效、更环保的生物合成方案。 随着基因编辑、酶工程、代谢工程等核心技术的突破，合成生物学不仅降低了药物生产成本，还提升了 产能，使大规模工业化生产成为可能。 "生物制造能力是衡量一个国家是否成为制造大国的战略制高点。"华熙生物董事长赵燕日前在接受中国 证券报记者采访时表示，其核心价值在于，它一端连接着上游底盘菌株、基因编辑等前沿基础 ...

Financing Event - On June 10, Shaanxi Tiancare announced the completion of a Pre-A round financing of several tens of millions, exclusively invested by Xi'an Urban Agriculture Investment Co., Ltd [3] - The financing will focus on the research and development of innovative pet pharmaceuticals, the industrialization of biological agents, and the construction of an internationally leading GMP production base [3] Company Overview - Shaanxi Tiancare Biotechnology Co., Ltd was established in 2016, specializing in the research, production, and sales of innovative pet drugs and high-end pet medical products [5] - The company has established a municipal-level pet drug engineering research and development center and an experimental animal base, forming an innovative pattern of "two schools and one enterprise" [5] - The research pipeline covers six major areas: parasitology, oncology, endocrinology, anti-infection, and anti-inflammatory analgesia [5] Collaborations - Shaanxi Tiancare has established a "Pet Drug Creation Joint Laboratory" in collaboration with China Pharmaceutical University, focusing on the development of new sustained-release chemical drug formulations [7] - The company is also collaborating deeply with Northwest A&F University to make breakthroughs in key technologies for recombinant protein drugs in the field of biological agents [7] - The first cat subunit vaccine biological agent has completed preclinical research and is expected to be launched in 2027 [7] Investor Overview - Xi'an Urban Agriculture Investment Co., Ltd was established in September 2023 with a registered capital of 1 billion RMB, serving as a wholly-owned subsidiary of Xi'an Agricultural Investment Group [9] - The company focuses on capital operation, industrial investment, and financial services, aiming to build a 3+1+X urban agricultural investment system centered on "industrial investment + park incubation + supply chain finance" [9]

最新一期业绩显示，2025年一季报，公司实现营业收入5284.77万元，同比-11.29%；净利 润-59477301.44元，同比-41.04%，销售毛利率-36.44%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)16和元生物-11.45-12.062.3938.81亿行业平均 38.0443.743.33150.75亿行业中值42.0551.602.6455.77亿1润达医疗-287.29190.112.48105.10亿2何氏眼 科-137.00-119.221.7132.66亿3*ST生物-118.54-115.249.7422.87亿4诚达药业-70.72-121.171.5934.05亿5普 瑞眼科-65.35-58.712.8059.80亿6皓宸医疗-50.22-60.405.9622.76亿7国际医学-44.22-44.473.17113.02亿8创 新医疗-43.62-48.712.6045.76亿9金域医学-33.78-34.591.91131.89亿10百诚医药-33.25-81.161.6842.81亿11 迪安诊断-21.73-24.421.3387.25亿 来源：金融 ...

Core Viewpoint - The company experienced a decline in performance in 2024 due to foreign exchange losses, but the proportion of C-end revenue continues to rise, with a strong start to 2025 as the net profit attributable to shareholders increased by 67.98% year-on-year in Q1 2025 [1] Financial Performance - In 2024, the company achieved operating revenue of 13.296 billion yuan, a year-on-year increase of 15.77%, while the net profit attributable to shareholders was 450 million yuan, a year-on-year decrease of 41.63% [2] - In Q4 2024, the company reported operating revenue of 3.511 billion yuan, a year-on-year increase of 18.38% but a quarter-on-quarter decrease of 14.44%, with a net profit of 109 million yuan, a year-on-year increase of 119.23% but a quarter-on-quarter decrease of 32.08% [2] - In Q1 2025, the company achieved operating revenue of 2.686 billion yuan, a year-on-year decrease of 0.26% and a quarter-on-quarter decrease of 23.49%, with a net profit of 257 million yuan, a year-on-year increase of 67.98% and a quarter-on-quarter increase of 136.59% [2] Business Development - The company is focusing on the growth of its TO C business, with the revenue share from TO C increasing from 33.82% in 2023 to 37.65% in 2024, and the TO C business gross margin rising to 28.99%, an increase of 0.09% year-on-year [3] - The company has seen an increase in its EU and North America business share, rising from 5.69% in 2023 to 9.75% in 2024, and the share of insecticide and fungicide business revenue increased from 25.41% to 25.71% [3] - The company has strengthened its biopesticide segment by establishing a global bioproducts team, achieving first-year sales of approximately 10 million USD [3] - The company has enhanced its global marketing network, obtaining over 1,000 new registrations in 2024, totaling over 7,700 pesticide registration certificates domestically and internationally by December 31, 2024 [3]

徐健教授指出，SLE具有"重女轻男"的发病特点，男女比例达1:12，这与雌激素水平密切相关。该病有 两个好发年龄峰值：一是15岁左右的青春期，女性初潮后卵巢功能成熟，雌激素分泌增加；二是30-45 岁的育龄期，此阶段激素波动显著，尤其是妊娠和分娩可能诱发或加重病情。徐健教授强调，"必须对 女性患者进行全生命周期的保护，尤其在青春期和育龄期这两个关键阶段。 此外，该病也与生活环境有很大关系。红斑狼疮与紫外线强关联，紫外线会诱导皮肤或血液中出现 DNA的交连、互连，DNA变性会导致出现一系列免疫反应，特别是自身免疫反应，进而导致狼疮。食 物、重金属、油漆、污染物等，也是红斑狼疮的诱因。 重症狼疮患者的死亡率非常高，重要脏器受累，短时间内高疾病活动，都预示着是重症狼疮。所以要早 期发现、诊断和治疗，以免出现到重症阶段不可治的情况。 狼疮是一类慢性自身免疫性结缔组织疾病的总称，其中最常见的为系统性红斑狼疮（SLE），可导致肾 脏、心血管、肺、消化系统、血液系统、血管、眼部等多器官、组织的损伤，并显著增高患者的死亡风 险。目前，中国狼疮患者已超100万，多见于育龄女性。 每年的5月10日是世界狼疮日，专家强调，当前狼疮 ...