国际专家"把脉"，求解看大病难题 癌症、心梗脑梗、罕见病……这些威胁健康的"大敌"怎么对付？大会请来"医学天团"，包括全球顶尖期 刊主编、中外院士等数十位大咖。大会执行主席、英国医学科学院高昉院士点出关键："粤港澳大湾区 有独特优势。我们探索的新模式，不光服务本地百姓，还能为世界提供高效协作的'中国智慧'。"专家 们现场分享了不少"硬货"：比如设计临床试验的"妙招"，能更快找到好疗法；在基因治疗上取得突破， 给原本"无药可医"的罕见病家庭带来新希望。讨论的核心始终围绕"如何实实在在地提升治病救人的能 力"。 湾区联手"提速"，好疗法不再遥远 百姓最关心的健康大事，正迎来临床研究的"湾区答案"。7月12日，一场汇聚了全球顶尖医学专家的盛 会——"临床试验系列创新：粤港澳大湾区国际临床试验大会"在深圳市光明区开幕。大会由广东省健康 管理学会主办，中山大学附属第七医院(简称中山七院)、深圳医学科学院粤港澳大湾区国际临床试验中 心联合承办，全球最具影响力的医学期刊之一《美国医学会杂志》(JAMA)的主编团队也来到现场。大 会核心目标很实在：让医学研究的新发现，能更快、更安全地变成医生手里治病救人的真本事，最终让 咱老 ...

mRNA 平台开发稳步推进，可逆 BTK 膜性肾病数据优异；上调目标价 | 买入 | | | | --- | --- | --- | | 1 | 年股价表现 | | | 250% | 1952 HK | 恒生指数 | | 200% | | | | 150% | | | | 100% | | | | 50% | | | | 0% -50% | | | 股份资料 交银国际研究 公司更新 | 医药 | 收盘价 | 目标价 | 潜在涨幅 | 2025 年 7 月 2 日 | | --- | --- | --- | --- | --- | | 62.20 | 港元 | 港元 72.50↑ | +16.6% | | | 云顶新耀 (1952 HK) | | | | | | 52周高位 (港元) | 65.15 | | --- | --- | | 52周低位 (港元) | 18.28 | | 市值 (百万港元) | 20,198.83 | | 日均成交量 (百万) | 13.36 | | 年初至今变化 (%) | 28.51 | | 200天平均价 (港元) | 47.94 | | 资料来源 : FactSet | | 丁 ...

Core Viewpoint - CICC maintains the profit forecast for CloudTop New Horizon (01952) for 2025 and 2026, adjusting the target price by 14.3% to HKD 80.0, indicating a potential upside of 28.6% from the current stock price [1] Company Status - On June 27, CloudTop New Horizon held an mRNA innovation technology platform R&D day, showcasing three core product lines: the universal on-demand therapeutic vaccine EVM14, the personalized therapeutic vaccine EVM16, and the autologous CAR-T project. The company has established extensive contacts with global top 20 pharmaceutical companies, focusing on leveraging international partnerships to promote the global layout of innovative drugs [2] Complete mRNA R&D and Production Platform - The company has successfully built a comprehensive mRNA platform covering antigen design, algorithm optimization, LNP delivery systems, CMC process development, and GMP industrial production. Key patents include: 1) self-developed third-generation AI algorithm optimization, significantly enhancing target protein expression; 2) proprietary LNP delivery platform with over 500 internal lipid types, capable of liver and extrahepatic delivery, supporting both "passive" and "active" targeting strategies; 3) two major bases in Zhangjiang and Jiashan ensuring process development and industrial production [3] Project Progress - EVM16: Utilizes the company's self-developed EVER-NEO-01 "MiaoSuan" AI algorithm system to identify patient-specific tumor cell mutations and design mRNA vaccines encoding dozens of new tumor antigens. Preclinical data indicates good safety and strong immunogenicity, with IIT research completing the first patient dosing in March this year [4] - EVM14: A universal on-demand therapeutic bivalent vaccine targeting five tumor-related antigens, intended for squamous cell carcinoma, including non-small cell lung cancer and head and neck cancer. Preclinical data shows EVM14 can induce a strong immune response and can be combined with IO drugs to enhance anti-tumor activity, with FDA approval for clinical trials obtained in March [4] - Autologous CAR-T: Developed based on the proprietary LNP (tLNP) system, demonstrating efficient T cell transfection, CAR expression, and B cell clearance effects in monkey models [4]

Core Viewpoint - CloudTop New Horizon (HK01952) has seen a significant stock price increase of 28.6% over the past seven trading days, driven by the presentation of its mRNA technology platform and three products targeting autoimmune diseases at a recent R&D event [1][2]. Company Developments - The company showcased its mRNA technology platform, including the universal tumor therapeutic vaccine EVM14, personalized tumor therapeutic vaccine EVM16, and autologous CAR-T project [1][3]. - EVM14 is set to begin a global multi-center Phase I clinical trial (EVM14 C101), with the first patient expected to be enrolled by Q3 2025 [1][3]. - EVM16 has shown efficacy in mouse melanoma models and is the company's first personalized mRNA tumor vaccine to enter clinical stages, with initial patient dosing expected to be completed by March 2025 [3][4]. Business Strategy - The CEO emphasized a selective business development strategy, focusing on leveraging international partnerships to enhance the global footprint of innovative drugs [1][4]. - The company aims to utilize its mRNA technology platform for developing both preventive and therapeutic mRNA products, with a focus on therapeutic vaccines [2][4]. Market Position - CloudTop New Horizon's mRNA platform has become a focal point for international pharmaceutical companies, potentially accelerating the commercialization of its products [4][7]. - The company has established a comprehensive industry chain platform that includes antigen design, sequence optimization, delivery systems, and large-scale production capabilities [7][8]. Industry Context - The global mRNA tumor vaccine market is projected to reach $21 billion by 2035, with the domestic market expected to reach 10 billion RMB [7]. - Compared to international leaders like BioNTech and Moderna, which have advanced their mRNA tumor vaccine pipelines to Phase II and III clinical trials, CloudTop New Horizon is still in the early stages of development [5][6]. Technical Challenges - Efficient delivery systems remain a significant bottleneck for mRNA vaccines, with limited suppliers for lipid nanoparticles (LNP) and ongoing patent disputes hindering development [8]. - CloudTop New Horizon has developed its proprietary LNP delivery technology, with a rich internal lipid library exceeding 500 types to meet the needs of various projects [8].

Core Viewpoint - The article highlights the rapid growth of China's innovative pharmaceutical companies, particularly in the context of supportive government policies and the increasing commercialization of their products, exemplified by the strategic shift of CloudTop New Horizon towards self-developed mRNA technology and its potential for global expansion [1][12]. Group 1: Policy Support and Market Dynamics - Recent government policies, including the State Council's approval of the "Full Chain Support for Innovative Drug Development Implementation Plan," have significantly boosted the innovative drug sector in China [1]. - In Q1 2025, the "License-out" transaction amount for Chinese innovative drugs reached $36.929 billion, indicating a surge in outbound transactions [1]. Group 2: CloudTop New Horizon's Strategic Shift - CloudTop New Horizon is transitioning from a "License-in" model to a self-developed innovative drug company, marking a significant strategic transformation [1][12]. - The company will hold its first mRNA technology platform R&D day on June 27, showcasing its self-research capabilities and signaling a potential value release [1]. Group 3: Commercialization and Revenue Projections - CloudTop New Horizon has successfully commercialized several key products, including Nefukang® and Yijia®, with projected sales reaching 10 billion yuan by 2030 [2][3]. - Nefukang® has seen a significant increase in sales following its inclusion in the medical insurance system, with expectations for revenue to double in the second half of the year [3][4]. Group 4: Product Pipeline and Market Potential - The company anticipates that Nefukang® could achieve peak sales of 5 billion yuan, while Yijia® is expected to reach similar sales figures due to its potential in the ulcerative colitis market [4][5][6]. - CloudTop New Horizon's product matrix, including Nefukang®, Yijia®, and the pipeline product Cefepime-Tazobactam, is projected to exceed 10 billion yuan in sales by 2030 [6]. Group 5: mRNA Platform Development - The mRNA platform is gaining attention from multinational pharmaceutical companies, with potential business development (BD) collaborations on the horizon [7][12]. - The company has developed a diverse pipeline within its mRNA platform, including personalized tumor therapeutic vaccines and CAR-T therapies, which are expected to attract further investment and partnerships [8][9]. Group 6: EVER001 Clinical Data and Global Expansion - EVER001, a new generation covalent reversible BTK inhibitor, has shown promising clinical data, with plans for global development and potential overseas licensing agreements [10][12]. - The positive clinical results for EVER001 in treating primary membranous nephropathy have garnered interest from multiple multinational pharmaceutical companies, indicating a strong market potential [11][12].

政策动向 其中，"1"指在科创板设置科创成长层，并且重启未盈利企业适用科创板第五套标准上市，更加精准服 务技术有较大突破、商业前景广阔、持续研发投入大的优质科技企业，同时在强化信息披露和风险揭 示、加强投资者适当性管理等方面做出专门安排。 "6"涵盖试点引入资深专业投资者制度，扩大第五套标准适用范围，支持在审未盈利科技企业面向老股 东开展增资扩股等活动，完善科创板公司再融资制度和战略投资者认定标准等6项改革措施。 21点评：科创板第五套上市标准曾为未盈利药企打开融资大门。目前，109家登陆科创板的药企中，有 20家通过第五套标准上市。但2023年智翔金泰作为当年唯一以科创板第五套标准上市的药企，该标准一 度陷入"零受理"僵局。未来，随着科创板第五套标准重启，以及具备真正"创新"底色的药企实现高质量 发展，生物医药企业有望在国内资本市场迎来新的发展篇章，持续为行业创新注入活力。 我国美容整形价格项目有了统一规范 从"皮秒""超声炮""热玛吉"等美容项目，到"隆鼻""丰唇""割双眼皮"等微整形……2024年，我国美容整 形市场规模已近3000亿元，展现出市场活力与潜力。在"扩容"的同时，建立更加透明、有序的市场环 ...

来源|贝多财经 6月13日，佰泽医疗集团有限公司（下称"佰泽医疗"，HK:02609）披露发售公告，于6月13日至6月18日招股，拟全球发售1.33亿股，预计将于2025年6月23日 在港交所上市。 据招股书介绍，佰泽医疗是一家主要从事投资及提供医疗相关服务的肿瘤医疗集团。目前，该公司通过6家民营营利性医院的直接股权所有权、2家民营非营 利性医院的管理权，在北京、天津、山西省、安徽省、河南省运营和管理8家医院。 其中，6家民营营利性医院指的是北京京西肿瘤医院、天津石氏医院、天津南开济兴医院、太原和平医院、合肥佰惠长荣医院、武陟济民医院，2家民营非营 利性医院则为黄山首康医院、太原市万柏林区和平小区卫生服务中心。 佰泽医疗在招股书中称，该公司专注于开展肿瘤相关医疗服务，包括但不限于对患者开展肿瘤诊断、多种手段的肿瘤治疗、肿瘤康复及临终关怀等，以及对 包括肿瘤患者家属在内的其他潜在健康人群开展的早癌筛查、肿瘤疫苗接种、健康管理服务。 自2023年3月起，太原和平医院由二级甲等综合医院升级为三级康复专科医院，成为山西省首家三级康复专科医院；自2024年4月起，武陟济民医院由二级甲 等综合医院升级为三级综合医院，成为 ...

Moderna (MRNA) FY Conference June 11, 2025 08:40 AM ET Speaker0 So much for joining us. Really pleased to have Stephane Benzel, CEO of Moderna, with us. Maybe just start here, Stephane. You know, in the context of the current environment, both from a COVID demand and regulatory standpoint and the overall health care policy that we're seeing flow through from HHS and FDA and then there's the drug pricing dynamics. But just walk us through today where Moderna's business stands from a revenue and expenses stan ...

中新网重庆6月10日电 (记者刘贤)海扶刀®聚焦超声肿瘤治疗系统出口乌拉圭发货仪式10日在重庆举 行。此次出口标志着中国原创大型医疗设备"海扶刀"在全球出口扩展至34个国家和地区。 在拉丁美洲，墨西哥、古巴、多米尼克、委内瑞拉、哥伦比亚、阿根廷此前已引入"海扶刀"设备，开 展"不开刀、不流血"的聚焦超声消融手术(FUAS)。 此次发往乌拉圭的是拉丁美洲第7台"海扶刀"，将在乌拉圭海扶中心投用。重庆海扶医疗科技股份有限 公司总经理刘超介绍，此次发货仪式也标志着乌拉圭首个海扶中心正式启动。海扶将携手乌拉圭的伙 伴，助力乌拉圭患者获得国际领先的治疗技术服务。 乌拉圭圣何塞省医院院长、乌拉圭海扶中心医疗总监卡斯通(Gastón)表示，"海扶刀"不仅代表着技术创 新，更代表着一种全新的医疗理念——无切口、疼痛轻且能取得良好的临床效果，充分体现了对患者的 尊重与关怀。此次有16位乌拉圭的医生、管理人员到中国进行为期两周的专业培训，涉及妇产科、泌尿 科、外科、肿瘤科、心血管科等。大家的目标是为良性、恶性肿瘤患者提供更多治疗选择。 "'海扶刀'在拉丁美洲覆盖运用的增长潜力巨大。"重庆海扶医疗科技股份有限公司董事长王智彪表示， ...

经过两年的科学研究，中国抗癌协会今天公布，根据截止到2023年病历数据分析显示，目前我国肿瘤患 者五年生存率已从十年前的33.3%提升至2023年底的43.7%，相当于每年多挽救50万患者生命。(央视新 闻) ...