Group 1: Healthcare Legislation and Regulation - The draft of the Medical Security Law aims to establish a comprehensive basic medical insurance system and protect the rights of insured individuals [1] - The National Medical Products Administration (NMPA) held a meeting to enhance monitoring and management of medical device sales online, emphasizing risk governance and public safety [2] - Tianjin's health authorities issued a notice to promote the implementation of centralized procurement results, ensuring that selected drugs and consumables are procured within three months [3] Group 2: Medical Data and Technology - Hubei province launched a new feature for its medical insurance information platform to enable nationwide sharing of medical imaging data by 2026 [4] - The Gates Foundation announced a commitment to donate $1.6 billion to the Global Vaccine Alliance over the next five years, contributing to vaccine development and delivery [6] Group 3: Pharmaceutical Developments - Lizhu Group received approval for clinical trials of YJH-012 injection, a new siRNA drug aimed at long-term suppression of uric acid production [5] - Haisheng Pharmaceutical's HSK47388 tablet for autoimmune diseases has had its clinical trial application accepted by the NMPA [6] - Baiyue Shenzhou announced the clinical use of its bispecific HER2 inhibitor in China, targeting patients with HER2-positive biliary tract cancer [8] - Haichuang Pharmaceutical's new anti-cancer drug, Dihengzalu, has been prescribed in multiple cities, marking its entry into clinical practice [9] - Fuhong Hanlin completed the first patient dosing in Japan for its drug Hanshuang in a trial for extensive-stage small cell lung cancer [10] Group 4: Corporate Actions - Wantai Biological Pharmacy responded to investor concerns regarding the efficacy data of its 9-valent HPV vaccine, stating that the circulating data is inaccurate [12] - A senior executive at Kew Flower Pharmaceutical resigned due to retirement, effective immediately [13]

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出品 | 妙投APP 作者 | 张贝贝 头图 | 视觉中国 6月4日盘后，万泰生物公告称，其申报的9价HPV疫苗在国内获批了，引起市场较大关注。 主要系，万泰生物的9价HPV疫苗是国产首款，打破了国外产品长达十余年的市场垄断。同时，万泰新产品获批上市情况 下，能带来业绩增量，有望扭转公司这几年营收、利润不断下滑的局面。 此情况下，资本市场上的估值有望重估，这或许是6月5日公司股价涨停的重要原因。 那么，万泰生物真的能借9价HPV疫苗获批，挽救业绩颓势吗？这决定了，公司在资本市场的向上行情能否持续，接下来 详细看下。 短期看，2025年业绩将得到提振 万泰生物这几年的业绩可谓惨不忍睹，营收、利润连续下滑。 财报显示，2022-2024年实现营收分别为111.85亿元、55.11亿元和22.45亿元，归母净利润分别为47.36亿元、12.48亿元和 1.06亿元。 2025年第一季度依旧延续颓势，公司实现营收4.01亿元，同比下降46.76%；归母净利润为-0.53亿元，同比降幅高达 141.98%。 曾经的国内疫苗"明星企业"，无疑陷入了业绩寒冬。 犹记得，万泰生物的二价HPV疫苗"馨可宁"在2019年12月3 ...