科技创新是建设海洋强国的根本动力。深圳海洋大学、深海科考中心和海洋博物馆一体化建设项目如火 如荼进行中；深圳积极探索多方位人才培育及引进模式，推动海洋领域专业人才集聚，并瞄准国际海洋 前沿领域，积极培育海洋科技创新服务力量，力争抢占海洋科技制高点。 三个项目统筹布局，相关设施用房共建共享 同年11月，市规划和自然资源局出台《深圳市促进海洋产业高质量发展的若干措施》，共计3项政策涉 及人才培养，包括加快高精尖缺人才引进、推动海洋领域人才评选和职称评审、建设人才培养载体等方 面。在《若干措施》中，同时提出鼓励在海洋领域建设重点实验室、技术创新中心、工程技术研究中 心、工程研究中心、企业技术中心、制造业创新中心等一批国家级、省级和市级创新载体，探索创新载 体可持续、高端化发展支持机制。 面向海洋产业中试、试验需求，深圳市海洋发展局每年安排不超过2000万元，重点用于支持建设海洋能 源与矿产、海洋电子信息重大科技创新平台、测试平台和运营服务平台，支持围绕海洋药物发现、分析 测试与评价、研发、中试、孵化、临床研究等建设海洋药物研发公共服务平台。 积极构建国际交流合作平台 海洋博物馆正在开展前期报批报建。作为深圳市新时代 ...

Core Insights - Chengdu XianDao Pharmaceutical Development Co., Ltd. aims to establish itself as a leading innovative biopharmaceutical company, focusing on new drug discovery and optimization, while integrating sustainable development practices into its operations [1][2][3] Company Overview - Chengdu XianDao is headquartered in Chengdu, China, with subsidiaries in Cambridge, UK, and Houston, USA, specializing in small molecule and nucleic acid drug discovery [2][3] - The company has developed a DNA-encoded compound library (DEL) technology platform, which is recognized as a global leader in the field [3][4] Sustainable Development Practices - The company has published its first sustainability report, outlining its commitment to environmental, social, and governance (ESG) principles, and aims to respond to stakeholder concerns [1][2] - Chengdu XianDao integrates sustainable development concepts into its operations, focusing on low-carbon transformation, talent development, and community welfare [2][3] Governance Structure - The company has established a robust governance framework to ensure transparency and compliance, including a board of directors with diverse expertise in the biopharmaceutical industry [5][6] - Chengdu XianDao has implemented various governance policies and procedures to enhance decision-making processes and risk management [5][6] Innovation and R&D - The company emphasizes innovation as a key driver for sustainable development, investing in technology upgrades and automation to enhance drug discovery capabilities [2][3] - Chengdu XianDao has a comprehensive training system to support employee development and foster a culture of innovation [2][5] Environmental Management - The company adheres to eco-friendly practices and has received ISO 9001 certification for its quality management system, demonstrating its commitment to environmental compliance [2][3] - Chengdu XianDao actively works to reduce its environmental impact through various measures, including resource efficiency and waste management [2][3] Stakeholder Engagement - The company has established a framework for ongoing communication with stakeholders, ensuring their concerns and expectations are addressed [7][8] - Chengdu XianDao identifies key issues through stakeholder feedback and integrates these insights into its strategic planning [7][8]

近期，港股创新药接连大涨，医药新股表现也相当不俗。值此档口，港股新股也即将迎来一家颇具辨识的药企泰德医药。 6月25日中午12时，泰德医药(03880.HK)招股阶段正式结束。 据悉，此次泰德医药全球发售涉及1680万股H股，其中香港发售股份数目为168万股H股，国际发售股份数目为1512万股H股，最高发售价定为每股H股30.60 港元。 眼下来看，港股IPO市场热络之际，对于每只新上市的药企，都值得多看一眼，不妨就此来挖掘下泰德医药的机会所在。 1、黄金赛道的头部选手，持续受益市场扩容 泰德医药是一家专注于多肽领域的CRDMO企业，其向药企提供多肽的研究、开发及制造等服务。 多肽药物可以说是近年来医药行业当之无愧的风口。此前减肥"明星药"司美格鲁肽、替尔泊肽相继"出圈"，将多肽药物这一细分领域推向了前所未有的高 度。 从市场规模来看，全球多肽药物市场正处于爆发性增长前夜。 据弗若斯特沙利文的资料，按销售收入计，全球多肽类药物市场从2018年的607亿美元增长至2023年的895亿美元，复合年增长率为8.1%，并预计将进一步 增长至2032年的2612亿美元，复合年增长率为12.6%。 （来源：公司招股书） ...

202 5 年 6 月 2 4 日 ， 拜耳 与 清华 大学 签署双方 第 六 期 科研 战略合作协议 ， 进一步助力涵盖肿 瘤、心血管及肾脏、 神经学和罕见病以及免疫学 等多个重点领域内的基础研究成果向新药研发转化，并加 速推动药物 创新 价值链上的前沿 科研进展 。 根据 合作 协议，拜耳将在未来三年内继续资助双方 联合科研 项目， 并向在 生命科学 领域以及 药物创新 方面做出卓越科研贡献的清华 大学 科学家提供 奖励 ，持续深化双方科研交流与探讨。 曾获得 2018 年度 " 拜耳讲席教授 " 的清华大学副校长 王宏伟 教授表示： 过去十六年，清华大学与拜耳 在高度互信、深度协同的基础上，持续推进科学研究与药物研发的融合创新，取得了丰硕成果。合作不断 拓展深度与广度，推动了一批面向人类健康重大需求的前沿科学研究，也为中国高校与国际制药企业在药 物研发全链条上的深度协作树立了典范。第六期合作协议的签署，是双方携手应对全球健康挑战、加速基 础研究向药物应用转化的重要里程碑。我们高度重视并珍视与拜耳的长期战略合作。未来，清华将继续发 挥学科、人才与平台优势，携手拜耳探索原始创新的前沿方向，助力全球医疗健康事 ...

Company Overview - Beijing Zhaoyan New Drug Research Center Co., Ltd. (stock code: 603127.SH/6127.HK) is a specialized drug research and development service outsourcing company (CRO) established in 1995, headquartered in Beijing [4] - The company has subsidiaries in multiple locations including Suzhou, Chongqing, Guangzhou, Wuxi, Wuzhou, Nanning, Yunnan, Shanghai, California, and Boston, and has established a quality management system compliant with international standards [4] - Zhaoyan New Drug provides a one-stop service for non-clinical pharmacology and toxicology research, clinical trials, and drug safety monitoring, as well as evaluations for veterinary drugs, pesticides, and medical devices [4] Financial Performance - As of March 31, 2025, Zhaoyan New Drug reported total operating revenue of 287 million yuan, a year-on-year decrease of 11.54%, while net profit attributable to shareholders was 41.12 million yuan, a year-on-year increase of 115.11% [2] - The company's gross profit margin stands at 28.61%, and its asset-liability ratio is 13.96% [2] Stock Performance - Over the past month, Zhaoyan New Drug has seen a cumulative increase of 30.66%, and a year-to-date increase of 35.83%, outperforming the Hang Seng Index by 17.51% [2] - The stock closed at 14.18 HKD per share on May 30, with a trading volume of 36.01 million shares and a turnover of 507 million HKD, reflecting a volatility of 22.52% [1] Industry Valuation - The average price-to-earnings (P/E) ratio for the pharmaceutical and biotechnology industry is 5.64 times, with a median of 5.97 times, while Zhaoyan New Drug's P/E ratio is 22.4 times, ranking 52nd in the industry [3] - Comparatively, other companies in the industry have significantly lower P/E ratios, such as Qingdao Haier Biomedical (0.68 times) and King’s Ray Biotechnology (1.22 times) [3] Upcoming Events - The company plans to distribute a dividend of 0.03 RMB per share (approximately 0.032512 HKD) for the fiscal year ending in 2024, with the ex-dividend date set for June 26, 2025, and the payment date on August 31, 2025 [5]

今天分享的是：沙利文：2024年AI生命组学市场研究报告 报告共计：18页 一、行业定义与核心特征 AI生命组学以多组学数据为基础，通过AI算法实现数据的高效管理与挖掘、多维度整合分析及疾病机理解析。其关键特征包 括： - 数据智能处理：针对临床队列数据的高维度、高噪声特性，AI技术可自动完成降维、去噪和特征选择，优化专病队列设计，加 速生物标志物发现。 - 多组学整合分析：整合DNA测序、RNA表达谱、代谢物谱等多源数据，通过算法融合不同层面信息，揭示基因调控网络与代 谢途径的动态关联。 - 疾病与药物研究赋能：在致病机理研究中，AI通过对比患者与健康个体数据识别分子标志物；在药物开发中，支持靶点发现、 抗体优化及虚拟筛选，显著缩短研发周期。 - 个性化医疗应用：基于患者组学数据与临床病史，AI提供定制化治疗方案，覆盖肿瘤免疫疗法、罕见病诊断等领域，提升治疗 精准度。 二、市场分类与产业链布局 AI生命组学市场分为五大核心领域： 1. AI队列数据中心解决方案：智能化管理临床数据与样本，优化患者招募和试验设计，提升研究效率。 《2024年AI生命组学市场研究报告》核心内容总结 AI生命组学作为生命科学与人工 ...

Core Insights - The report highlights the rapid growth of the AI genomics market, which is projected to expand from 16.4 billion yuan in 2020 to 70.3 billion yuan by 2028, with a compound annual growth rate (CAGR) of 24.79% from 2020 to 2023 and an expected CAGR of 17.12% from 2023 to 2028 [1][27][28]. Market Overview - AI genomics integrates artificial intelligence with life sciences, focusing on the analysis of multi-omics data such as genomics, transcriptomics, and proteomics to advance disease mechanism research, drug development, and personalized medicine [1][5]. - The market has evolved through several stages: the initial phase of genomics (2000-2010), the expansion of proteomics (2010-2020), the integration of multi-omics (2020-2023), and the current growth phase (2023-present) [17][18]. Key Applications - Core applications include AI cohort data centers, AI-BT software platforms, multi-omics data analysis, medical-engineering translation, and AI medical technology services [1][13][14]. - AI cohort data centers enhance clinical trial processes by optimizing patient recruitment and managing clinical data effectively [31]. - AI-BT software platforms streamline biobanking and laboratory information management, improving data handling and compliance [37][38]. Industry Drivers - The growth of the AI genomics market is driven by the demand for precision medicine, cost pressures in drug development, policy support (e.g., "Healthy China 2030"), and advancements in technology such as cloud computing and deep learning [2][27]. - The COVID-19 pandemic has accelerated the focus on life sciences technologies and clinical data collection, highlighting the importance of genomics in public health [27]. Challenges and Opportunities - The industry faces challenges such as data heterogeneity and insufficient cross-institutional collaboration [2]. - Future opportunities lie in vaccine development, veterinary and traditional Chinese medicine research, microbiome applications, and clinical diagnostics [2][23]. Data Integration and Analysis - AI genomics excels in integrating and analyzing diverse multi-omics data, addressing issues of data complexity and heterogeneity [6][42]. - The use of AI in disease mechanism research allows for the identification of key molecules and pathways associated with diseases, facilitating targeted therapies [7][23]. Drug Development - AI genomics provides revolutionary tools for drug discovery, optimization, and development, enhancing the efficiency of identifying drug targets and predicting drug interactions [8][51]. - The integration of AI in drug development processes helps reduce timelines and costs while improving the success rates of new therapies [51][52]. Personalized Medicine - AI genomics supports personalized medicine by analyzing patient-specific omics data to tailor treatment plans, improving therapeutic outcomes [9][57]. - The technology enables precise identification of disease subtypes, guiding treatment decisions and minimizing adverse effects [9][62]. Industry Ecosystem - The AI genomics ecosystem includes various stakeholders such as pharmaceutical companies, hospitals, academic institutions, data management providers, and AI technology firms, all contributing to the advancement of healthcare [58][60]. - Collaboration among these entities is crucial for leveraging AI capabilities to enhance drug development and clinical applications [58][62].

Company Overview - Assembly Biosciences (ASMB) shares increased by 24% to close at $14.18, with notable trading volume compared to typical sessions, and a 22.9% gain over the past four weeks [1][2] Development Pipeline - The company is investigating four developmental candidates in early-stage studies targeting chronic infections such as herpesvirus, hepatitis B virus, and hepatitis delta virus, with several clinical data readouts expected in 2025 [2] Financial Expectations - Assembly Biosciences is projected to report a quarterly loss of $2.01 per share, reflecting a year-over-year decline of 21.1%, while revenues are anticipated to be $7.76 million, marking a 34% increase from the previous year [3] Earnings Estimate Trends - The consensus EPS estimate for the upcoming quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Assembly Biosciences is part of the Zacks Medical - Generic Drugs industry, where another company, Taysha Gene Therapies, Inc. (TSHA), saw a 7.1% increase in its stock price, closing at $2.58, with a remarkable 91.3% return over the past month [4]

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证券代码：300149 证券简称：睿智医药 睿智医药科技股份有限公司投资者关系活动记录表 编号：2025-01 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 ■业绩说明会 | | 类别 | □路演活动 □新闻发布会 | | | □现场参观 □其他（机构交流活动） | | 参与单位名称及 | 东方证券、国泰海通、兴业证券、华安证券、中信证券、开源证券、中邮证 | | 人员姓名 | 券、华福证券、国盛证券 | | 时间 | 2025 年 04 月 29 日 20:00-21:00 | | 地点 | 电话会议 | | 上市公司接待人 | 睿智医药董事长、首席执行官（CEO）：WOO SWEE LIAN | | | 上海睿智联席总裁：马兴泉 | | 员姓名 | 睿智医药首席财务官（CFO）：查胤群 | | | 睿智医药董事会秘书：许剑 | | | 睿智医药投资者关系负责人：朱子白 | | | 一、睿智医药董事长、首席执行官（CEO）WOO SWEE LIAN 先生介绍公司 | | 投资者关系活动 | 年度及 年第一季度经营情况 2024 2025 1、经营概 ...