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深度|血管支架、心脏缝线仍被进口产品主导,国产医疗器械能否“吃下”巨大市场
Di Yi Cai Jing· 2025-07-13 11:19
另一位上海三甲医院血管外科主任对第一财经记者表示:"戈尔大血管覆膜支架还在正常使用,小血管 覆膜支架VIABHAN要找也可以找到,但比较困难。国产的还要等一段时间才能正常使用。" 在颅内动脉瘤栓塞器械、心脏缝线、心脏瓣膜、人工血管、ECMO耗材等临床必需的高值耗材领域,过 去对进口产品的依赖度极高,近年来也都出现了国产品牌的身影。 今年上半年,我国批准了45个创新医疗器械产品,此外,国家组织外周血管支架类医用耗材集采中选结 果已在全国多省市落地执行。 第一财经记者从多方了解到,外周小血管覆膜支架自集采落地以来出现供应紧张,但相关的国产器械正 在加速研发,填补巨大的市场空白。 进口产品供应不稳定 根据第五批高值医用耗材集中带量采购中选结果,包括雅培、波士顿科学、百多力等跨国企业,以及归 创通桥、心脉医疗等国内企业在内的18家中选,过去数万元的支架集采的中标价格普遍在三四千元,最 低价格仅2000多元,平均降价幅度超过80%。此前采购需求量最大的戈尔在第五批集采中出局。 戈尔的自膨式覆膜外周血管支架VIABHAN是此前临床上应用的唯一一款覆膜支架,随着戈尔的出局, 近期有天津、武汉等多地医生反映,这款支架目前供应 ...
SNDL to Announce Second Quarter 2025 Financial Results on July 31, 2025
Prnewswire· 2025-07-10 20:30
EDMONTON, AB, July 10, 2025 /PRNewswire/ - SNDL Inc. (Nasdaq: SNDL) (CSE: SNDL) ("SNDL") announced today that it will release its second quarter 2025 financial results for the period ended June 30, 2025, before market opens on Thursday, July 31, 2025.Following the release of its second quarter results, SNDL will host a conference call and webcast at 10:00 a.m. EDT (8:00 a.m. MDT) on July 31, 2025.WEBCAST ACCESSTo access the live webcast of the call, please visit the following link:https://edge.media-server. ...
Bharatanatyam by Medha M | Medha M | TEDxGCEM
TEDx Talks· 2025-07-08 15:08
Experience the timeless beauty of Bharatanatyam through the elegant performance of Medha, a dedicated young dancer with over a decade of training in the classical art form. With every rhythmic step, expressive gesture, and graceful movement, Medha brings ancient stories to life, embodying devotion, discipline, and the soul of Indian culture. This performance is a tribute to tradition, passion, and the power of storytelling through dance. Medha is a dedicated and graceful young dancer who has been learning c ...
Beauty of bharatnatyam in education | Smita Mahajan | TEDxPodar Intl School Sangli
TEDx Talks· 2025-06-30 16:41
[Music] [Applause] Namaste friends. Let me take you back to my home on a quiet afternoon some years ago when I was busy teaching and explaining a story of child Krishna and mother Yashodha to my dance students. I was explaining, enacting, miming at the same time.Child Krishna noticed his mother, mother Yashoda was fast asleep and he couldn't resist the temptation to eat the fresh butter kept above the rack. I was busy enacting the story and suddenly noticed My daughter who was barely four years at at that t ...
各国都渴望“主权AI”,结果反而加强了对大国的依赖
财富FORTUNE· 2025-06-19 13:01
Air Street Capital公司创始人内森・贝奈奇。图片来源:courtesy of Air Street Capital 阿联酋近日宣布,将向OpenAI公司的"阿联酋星际之门"计划投资200亿美元。这个项目号称是要打造阿 联酋的"主权AI",但它仍然全部依赖美国的芯片、软件和基础设施。这也是所谓"主权AI"的悖论——各 国越是想在AI领域实现独立自主,就越会加深对大国的依赖。 无独有偶,从法国到印度,各国政府都在耗费巨资搞所谓的"主权"AI大模型。法国搞出了一个Mistral大 模型,印度则正在大力推广BharatGPT。每个国家都声称要在AI领域实现战略自主,但事实上都在依赖 全球化的技术路线。 英伟达公司首席执行官黄仁勋提出了一个所谓"AI工厂"的概念,意思是说,在当今时代,数据中心已成 为类似于发电厂或者造船厂这样的重要战略基础设施。不过这只是一种政治语言,并不能反映技术上的 现实情况。这种话术将AI与一个国家的自主能力绑定在了一起,而不管这个国家的底层AI系统是不是 还是外国制造的,或者是否仍然深度融入全球体系。光是用嘴把一个国家的数据中心称为"AI工厂",并 不能为其赋予主权属性。这就好 ...
Buy These 5 Low-Leverage Stocks Amid Fresh Iran-Israel War
ZACKS· 2025-06-16 13:56
Market Overview - All three major U.S. stock market indices fell by more than 1% on June 13 due to missile strikes between Israel and Iran, impacting global stock markets negatively [1] - Investors are concerned that these geopolitical tensions could lead to increased oil prices and upward pressure on global commodity prices [1] Investment Recommendations - Suggested low-leverage stocks for safeguarding portfolios during market turmoil include Novartis (NVS), The Ensign Group (ENSG), MasTec (MTZ), Bilibili (BILI), and Sterling Infrastructure, Inc. (STRL) [2][10] - These stocks are characterized by low leverage, making them potentially safer options for investors [2][10] Understanding Leverage - Leverage refers to the practice of borrowing capital for operations and expansion, typically through debt financing [4] - Excessive debt financing can lead to significant losses, hence the importance of selecting companies with low debt levels [5][6] Debt-to-Equity Ratio Analysis - The debt-to-equity ratio is a key metric indicating a company's financial risk, with a lower ratio reflecting better solvency [7] - High debt-to-equity ratios can turn favorable earnings into losses during economic downturns [8] Stock Selection Strategy - A prudent investment strategy involves choosing stocks with low debt-to-equity ratios to ensure steady returns [9] - Additional screening criteria include being less leveraged than industry peers, trading at a minimum price of $10, having substantial trading volume, and showing positive earnings growth expectations [12][13] Company Highlights - **Novartis (NVS)**: Reported a 7.1% improvement in 2025 sales estimates and has a long-term earnings growth rate of 7.9%, currently holding a Zacks Rank 2 [15][16] - **The Ensign Group (ENSG)**: Anticipates a 15% year-over-year sales improvement in 2025, with a long-term earnings growth rate of 15% and a Zacks Rank 2 [17][18] - **MasTec (MTZ)**: Achieved a 6% year-over-year revenue increase and expects an 11% sales improvement in 2025, with a significant earnings growth estimate of 53.7% [19] - **Bilibili (BILI)**: Experienced a 24% revenue increase year-over-year and anticipates an 11.3% sales improvement in 2025, with a Zacks Rank 2 [20] - **Sterling Infrastructure (STRL)**: Reported a 7% revenue increase and a 29% surge in adjusted earnings per share, with a long-term earnings growth rate of 15% [21][22]
Novartis' Fabhalta Delivers Hemoglobin Gains, Reduces Fatigue In Patients With Rare Blood Disorder
Benzinga· 2025-06-12 18:25
Novartis AG NVS on Thursday released results from APPULSE-PNH, a Phase 3B study evaluating the efficacy and safety of twice-daily oral monotherapy Fabhalta (iptacopan) in adult patients with paroxysmal nocturnal hemoglobinuria (PNH) with Hb levels ≥10g/dL who switched from anti-C5 therapies (eculizumab or ravulizumab).The company released topline data in December 2024.What Happened: PNH is a rare complement-mediated blood disorder. People with PNH have an acquired mutation in some of their hematopoietic ste ...
Novartis Fabhalta® shows statistically significant and clinically meaningful improvements in hemoglobin in new population of patients with PNH
Globenewswire· 2025-06-12 06:00
It is estimated that approximately 10-20 people per million worldwide live with PNH. Although PNH can develop at any age, it is often diagnosed in people between 30-40 years old. In the Phase IIIB APPULSE-PNH study, adult patients with paroxysmal nocturnal hemoglobinuria (PNH) who switched to Fabhalta experienced clinically meaningful improvements in hemoglobin (Hb) levels of 2.01 g/dL on average APPULSE-PNH evaluated Fabhalta in a population with higher baseline hemoglobin (Hb) levels than those enrolled i ...
印度首颗芯片,终于来了,28nm工艺
半导体行业观察· 2025-06-12 00:42
公众号记得加星标⭐️,第一时间看推送不会错过。 来源:内容 编译自 sify 。 2023年底,我们发布了关于印度自主研发的"安特曼尼巴尔"(Aatmanirbhar)GPS(名为NAVIC) 的消息。如今,经过多年的政策宣传、全球晶圆厂合作以及不计其数的公告,印度终于开始真正意义 上生产芯片了。2025年中期,印度将推出首款完全在本土生产的自主研发半导体芯片。 印度联邦信息技术部长阿什维尼·瓦伊什诺(Ashwini Vaishnaw)在五月证实了这一消息,并表示基 于28纳米和90纳米工艺节点的芯片将于今年投产。这听起来或许并非尖端技术(毕竟台湾正在推进3 纳米工艺),但对印度来说?这可是一次飞跃。此前,芯片设计一直是印度的瓶颈。制造,尤其是涉 及实际洁净室和光刻工艺的制造,要么被外包,要么被推迟。但现在呢?印度终于有了真正的硅片, 足以证明其硅谷式的雄心壮志。 这次部署不仅关乎晶圆和晶体管,更关乎信誉。在芯片领域,如果你不投入生产,就等于乞讨。而印 度有史以来第一次投入生产。 这些产品采用印度机械制造,由印度工程师操作,并在五年前还不存在的设施中运行。这就是转变, 印度不再仅仅提供人才,而是在人才周围建造 ...
IPO要闻汇 | 瑞尔竞达再冲北交所,本周2只新股申购
Cai Jing Wang· 2025-05-19 07:30
据京沪深交易所披露,上周(5月12日-5月16日,下同)1家企业上会,新增1家IPO受理企业;1家企业 注册获批,1家企业IPO终止。 与此同时,本周(5月19日-5月23日)A股2只新股安排申购,暂有2只新股公布A股上市计划。 业绩方面,2022年至2024年,酉立智能营业收入分别为4.33亿元、6.58亿元、7.29亿元;归母净利润分 别为4219.48万元、7817.27万元、9004.78万元。2024年,公司营收、净利润增速分别为10.84%、 15.19%,较2023年的营收、净利润增速51.96%、85.27%有所下滑。 此外,酉立智能的客户集中度较高。报告期内,公司对前五大客户的销售额占当期营收的比例均超过9 成。其中,公司对第一大客户NEXTracker的毛利占比分别达97.29%、79.70%和82.58%。 瑞尔竞达北交所IPO获受理,2024年增收不增利 5月16日,明光瑞尔竞达科技股份有限公司(下称"瑞尔竞达")北交所首发申请获得受理。 这并非瑞尔竞达首次冲刺上市。北交所网站显示,瑞尔竞达曾在2023年12月29日获得受理,保荐机构开 源证券,2024年1月进入问询阶段,同年7月份公 ...