今日，港股生物科技板块出现战略性合作动向。专注于癌症早期筛查的Mirxes (02629.HK)宣布与AI医药 平台公司晶泰科技(02228.HK)达成合作，双方旨在整合各自在早期检测与药物研发方面的优势，共同探 索针对亚洲高发癌症的"诊疗一体化"解决方案，此举被视为对癌症防控价值链的一次重要整合尝试。 合作模式：构建"检测+研发"的闭环生态 根据已披露的框架，此次合作的核心在于能力互补与数据驱动： ▪ Mirxes的角色：作为在基于血液miRNA进行癌症早筛领域具有领先地位的公司，Mirxes扮演着"前沿 检测与风险评估专家"的角色。其核心技术在于在癌症早期、甚至癌前阶段识别生物标志物变化，提供 预警信号。 ▪ 晶泰科技的角色：作为以"量子物理+人工智能+机器人实验"为核心技术的研发平台，晶泰科技则承担 了"智能化药物发现引擎"的职能。其平台能高效进行靶点验证、分子设计与优化。 ▪ 协同路径：双方计划共同构建专注于亚洲人群的疾病数据库，并利用该数据资源驱动新诊断标志物与 治疗靶点的发现。其长期愿景是建立一个连接早期风险识别与后续干预指导的一体化平台。 战略意图：从诊断到诊疗，拓宽增长护城河 对于Mirxes ...

Core Viewpoint - Changcheng Fund has lowered the valuation of Nohow Health to HKD 1.20 per share, representing a 91.51% decrease from the price before suspension [1] Group 1: Valuation Adjustments - This is the second time Changcheng Fund has adjusted its valuation for Nohow Health, following a previous adjustment to HKD 7.48 per share in July of last year [1] - Multiple fund companies have adjusted their valuations for Nohow Health since mid-last year, indicating a pessimistic outlook on its resumption prospects [1] Group 2: Industry Context - Nohow Health, once known as the "first stock for cancer early screening," has seen its valuation approach zero recently, highlighting potential compliance risks hidden beneath the high growth narrative of biotech companies [1]