2025 年 6 月 19 日，浙江大学 林爱福 、 周天华 及 袁瑛 等团队 在 Cell 子刊 Molecular Cell 发表题为 ： Hepatic micropeptide modulates mitochondrial RNA processing machinery in hepatocellular carcinoma 的封面论文 【2】 。 排版丨水成文 人类基因组的复杂性令人叹为观止，但仅约1%的基因编码约两万种蛋白质，而其中被深入研究的仅有几千 种，被认为具有作为药物或检测靶点的更是屈指可数。陆续有研究表明，人类基因组中曾被认为不具备编 码功能的非编码区，同样蕴藏着编码蛋白质的潜力。这些如同"暗物质"般神秘的未被充分研究蛋白质，可 能蕴藏着治疗包括癌症在内多种疾病的关键钥匙，其系统鉴定将为生物学与医学研究带来新思路。 近期，浙江大学 林爱福 与 周天华 团队在人类胃癌等组织样本中鉴定出近万个尚未被充分解析的新型 微肽 ，并借助人工智能 （AI） 技术对其功能进行了系统注释，为肿瘤等恶性疾病的预防和干预提供了新的靶点 和思路。 相 关 论 文 以 ： Comprehensive Disc ...

Group 1 - The company, 泰德医药 (Tide Pharmaceutical), plans to globally offer 16.8 million H-shares, with 1.68 million shares available in Hong Kong and 15.12 million shares for international offering [1] - The subscription period for the shares is set from June 20 to June 25, 2025, with the expected pricing date on June 26, 2025, and trading on the Hong Kong Stock Exchange anticipated to start on June 30, 2025 [1] - The proposed price range for the shares is between HKD 28.40 and HKD 30.60, with a trading unit of 100 shares [1] Group 2 - According to Frost & Sullivan, the company is the third largest global player in the peptide-focused CRDMO market, holding a market share of 1.5% as of 2023 [2] - The company provides a full cycle of services from early discovery, preclinical research, clinical development to commercial production, primarily focusing on API rather than finished drugs [2] - The company has established stable customer relationships in over 50 countries, including major markets such as China, the USA, Japan, Europe, South Korea, and Australia [2] Group 3 - The company has signed cornerstone investment agreements, with cornerstone investors agreeing to subscribe for a total of 2.6608 million shares at a hypothetical price of HKD 29.50, amounting to approximately USD 10 million (around HKD 78.49 million) [3] - The estimated net proceeds from the global offering are approximately HKD 411.2 million, assuming a share price of HKD 29.50 [3] - The intended use of the net proceeds includes approximately 76.4% for expanding service capacity and production facilities in the USA and China, 4.1% for expanding capacity in China, 9.5% for establishing sales and after-sales service networks in more regions, and 10.0% for working capital and other general corporate purposes [3]

整理 | GLP1减重宝典内容团队 按地区分，2024年上半年，泰德医药来自美国的收入达1.22亿元，同比大增165%，美国市场收入占公司营收总额的比例由去年同期的28.2%增 至61.8%。同时，日本地区收入占比则由39.5%锐减至1.3%。 产能扩张：中美双线布局，瞄准GLP-1市场 为满足日益增长的市场需求，泰德医药正在积极扩张产能。在中国，公司在钱塘园区建有建筑面积超过15,000平方米的cGMP厂房，拥有19条多 肽合成生产线和16条纯化生产线，2023年API年产能为500千克，利用率为68.2%。此外，公司计划在未来两至三年内在中国建设或收购新的生 产园区，预计将使年产能提高约2,000千克。 2025年6月3日，泰德医药（浙江）股份有限公司（Medtide Inc.）顺利通过港交所聆讯，迈出上市关键一步。作为全球第三大专注于多肽的 CRDMO（合同研究、开发与生产）企业，泰德医药正借助GLP-1类药物的热潮，寻求在资本市场的新突破。 全球多肽CRDMO格局：泰德医药位列第三，市场份额1.5% 根据弗若斯特沙利文的数据，按2023年销售收入计，泰德医药在全球专注于多肽的CRDMO企业中排名第三， ...

自A股上市以来累计现金分红约人民币80.29亿元。 本文为IPO早知道原创 作者｜ 罗宾 微信公众号｜ipozaozhidao 商业化层面， 截至 2024 年 12 月 31 日 ，公司已建立起约 9,000 人的自建销售和营销团队，在中 国制药企业中规模领先。销售网络覆盖中国 30 多个省级行政区的超过 22,000 家医院以及超过 200,000 家线下零售药店， 处于 行业领先 地位 。 近年来，恒瑞 加速全球化扩张步伐，充分释放产品矩阵和技术平台的潜力。 公司 已在包括美国、欧 洲、澳大利亚、日本及韩国等地区启动超过 20 项海外临床试验，产品在 40 多个国家实现商业化。 自 2018 年以来，公司与全球合作伙伴达成了 14 笔对外许可交易，涉及 17 个分子实体，总交易额 高达约 140 亿美元，首付款总额约为 6 亿 美元， 同时 还获 得 了若干合作伙伴的股权。 公司 于 2024 年 收入 录得 人民币 280 亿元，自 2014 年起的复合年增长率约为 14% ，远超同期 全球制药市场约 4% 的复合年增长率。创新药已成为公司收入的主要来源之一，其销售收入占总收 入的百分比从 2022 ...

Core Insights - The global and US innovative drug VC&PE financing amounts are expected to grow by 1.93% and 5.29% respectively in 2024, indicating a recovery in the innovative drug financing environment [1] - The demand for research and development in fields such as peptides and ADCs is strong, leading to an increase in outsourcing needs in these areas [1][2] Macro Perspective - The global innovative drug financing environment is recovering, with significant growth in the demand for innovative research in specific fields like peptides and ADCs, which is expected to enhance the CXO industry's outlook [1] - According to Crunchbase, the VC&PE financing for innovative drugs in 2024 shows positive growth, marking an improvement in the financing environment [1] Micro Perspective - CXO listed companies are seeing a recovery in new orders, with many companies like WuXi AppTec, WuXi Biologics, and others reporting a year-on-year increase of over 20% in new orders [3] - The production capacity of domestic CXO companies is mature, ensuring timely delivery of orders, which is expected to lead to double-digit revenue growth for several companies in 2025 [3] Target Companies - Recommended companies to watch include WuXi AppTec (603259.SH, 02359), WuXi Biologics (02269), WuXi AppTec (02268), Kelun Pharmaceutical (002821.SZ, 06821), and others [4]

Core Insights - Despite an 11.88% year-on-year decline in revenue to 5.677 billion yuan, the company achieved a significant profit rebound, with total profit increasing by 159.94% to 241 million yuan and net profit attributable to shareholders rising by 122.17% to 103 million yuan, successfully reversing previous losses [1] - The company aims to become a global leader in chemical and technology solutions, focusing on differentiated development and enhancing core competitiveness through a strategy of "focus, foresight, and alliances" [1] Business Segments - The crop protection segment remains the core pillar, contributing 3.590 billion yuan, accounting for 63.25% of total revenue. The company has established a supply chain system covering the entire product lifecycle through its production bases in China, the UK, and Malaysia [2] - The pharmaceutical CDMO segment generated revenue of 1.285 billion yuan, benefiting from the growing demand for outsourced R&D in innovative drugs. The company has formed partnerships with several leading pharmaceutical firms and is expanding its CRO platform [2] Future Strategy - The company plans to expand mature businesses, including small molecule CDMO, starting materials, GMP intermediates, and advanced raw materials. It will also invest in emerging businesses such as peptide CDMO and radioactive drug-related CDMO [3] - Despite revenue pressures, the company maintains a strong commitment to R&D, with R&D expenses reaching 291 million yuan, accounting for 5.13% of revenue. The company holds 160 domestic and international invention patents [3] International Strategy - The company's overseas strategy is proactive, with the UK base serving as a gateway to the European market and the Malaysian project as a key foothold in Southeast Asia. This multi-regional capacity configuration reduces geopolitical risks and allows for customized solutions based on client needs [3] Shareholder Returns - The company returned nearly 98 million yuan to shareholders through cash dividends and share buybacks, representing 94.84% of net profit, demonstrating management's commitment to investor returns [4] - The company has implemented a mechanism for shared interests between shareholders and employees, binding core talent through capital increases and employee stock ownership plans [4] Outlook - The company is positioned for a higher quality leap as a "chemical solutions provider," warranting continued market attention [5]

证券代码：000963 证券简称：华东医药 华东医药股份有限公司投资者关系活动记录表 12.29%，环比2024年第四季度增长24.37%，整体经营符合第一季度计 划目标。国内医美全资子公司欣可丽美学积极拓展国内市场，报告期 内实现营业收入2.54亿元，同比下降1.36%，环比2024年第四季度增长 10.64% 。公司持续深化国内高端医美产品布局，高端玻尿酸 MaiLi®Extreme（商品名：魅俪®朔盈®）将于2025年5月正式实现商业化 销售；多功能面部皮肤管理平台Préime DermaFacial也将于2025年内正 式实现商业化销售。此外，重组A型肉毒毒素YY001、能量源设备V30 及Ellansé®伊妍仕®M型等核心医美产品国内上市申请均已获受理，有 望于2026年获批。依托国内差异化医美产品矩阵的持续丰富，叠加消 费升级带来的市场需求扩容，公司国内医美业务成长潜能将加速释放。 编号：2025-002 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □业绩说明会 □媒体采访 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 ☑其他 ...