Core Viewpoint - AstraZeneca's drug Baxdrostat successfully met the primary endpoint in a late-stage study for patients with treatment-resistant hypertension [1] Group 1 - The study focused on patients suffering from high blood pressure that is resistant to standard treatments [1] - The successful outcome of the study may enhance AstraZeneca's position in the hypertension treatment market [1]

智通财经APP获悉，周三，阿斯利康(AZN.US)涨逾2%，报81.99美元。高盛近日发布研报称，阿斯利康 此前在2025欧洲心脏病学会(ESC)年会上公布了Baxdrostat在BaxHTN III期临床试验中取得积极结果。 Baxdrostat在临床试验中展现出了在治疗高血压方面的强劲效果，有望给阿斯利康带来数十亿美元的销 售机会。高盛予阿斯利康"买入"评级，12个月目标价为99美元。这一目标价较该股周二收盘价80.19美 元有约23%的上涨空间。 资料显示，Baxdrostat是一种高选择性的醛固酮合成酶抑制剂(ASI)，靶向作用于导致血压升高及心血管 和肾脏风险增加的激素之一。目前，该药正在全球范围内开展临床试验，累计入组患者超过20,000人， 试验包括作为单药疗法治疗高血压和原发性醛固酮增多症，及与达格列净联用治疗慢性肾脏病和高血 压，以及高血压患者预防心力衰竭。据悉，Baxdrostat有望于2026年上半年率先在美欧获批，成为全球 首个上市的醛固酮合成酶抑制剂(ASI)降压药。 ...

高盛在研报中表示，Baxdrostat的BaxHTN III期试验数据对阿斯利康构成明显利好，其疗效符合该行此 前预期。该行补充称，基于与行业人士的交流，Baxdrostat的疗效很可能引发医生群体的显著兴趣。 智通财经APP获悉，高盛近日发布研报称，阿斯利康(AZN.US)此前在2025欧洲心脏病学会(ESC)年会上 公布了Baxdrostat在BaxHTN III期临床试验中取得积极结果。Baxdrostat在临床试验中展现出了在治疗高 血压方面的强劲效果，有望给阿斯利康带来数十亿美元的销售机会。高盛予阿斯利康"买入"评级，12个 月目标价为99美元。这一目标价较该股周二收盘价80.19美元有约23%的上涨空间。 高盛提到了制药公司Mineralys Therapeutics也在研发的降压药Lorundrostat。该行指出，相比Lorundrostat 在Launch-HTN试验中的数据，Baxdrostat在平均坐位收缩压较基线降幅方面的数据稍逊一筹。数据显 示，在治疗第12周时，Baxdrostat 2毫克剂量组平均坐位收缩压较基线经安慰剂校正后的降幅为 9.8mmHg(p<0.001)。而在治疗第 ...

Core Viewpoint - Novo Nordisk's semaglutide (brand name: "Wegovy") has demonstrated significant cardiovascular benefits in overweight or obese patients with cardiovascular diseases, reducing the risk of heart attacks, strokes, and cardiovascular-related deaths by 57% compared to Eli Lilly's GLP-1 drug tirzepatide [3][4]. Group 1: Novo Nordisk's Research Findings - The STEER study, involving over 20,000 patients, showed that semaglutide 2.4mg has superior cardiovascular benefits in real-world settings compared to previous clinical trials, which indicated a 20% reduction in cardiovascular events [3]. - Semaglutide is currently the only GLP-1 drug proven to provide cardiovascular benefits in obese patients without diabetes [3]. Group 2: Eli Lilly's Developments - Eli Lilly's orforglipron, an oral GLP-1 drug, has shown clinical benefits in key cardiovascular risk factors such as non-HDL cholesterol, systolic blood pressure, and triglycerides, with a global regulatory submission for obesity treatment expected this year [4]. Group 3: Industry Trends and Other Companies - The ESC annual meeting highlighted ongoing industry focus on weight loss, blood pressure reduction, and lipid lowering, with significant research results from companies like AstraZeneca and Merck [5]. - AstraZeneca's Baxdrostat trial data offers a new treatment option for resistant hypertension, while Merck presented real-world evidence and clinical trial data on various severe cardiovascular diseases [5]. - LDL-C remains the primary target for lipid treatment, with new drug developments focusing on small nucleic acid drugs targeting Lp(a) and advancements in triglyceride-targeting therapies [5].

Group 1 - The core finding of the study presented by Novo Nordisk at the ESC Congress is that semaglutide 2.4mg significantly reduces the risk of heart attack, stroke, and cardiovascular-related death or all-cause mortality by 57% in overweight or obese patients with cardiovascular disease compared to Eli Lilly's GLP-1 drug tirzepatide [1] - Novo Nordisk's semaglutide is the only GLP-1 drug confirmed to have cardiovascular benefits in obese patients with cardiovascular disease but without diabetes, indicating a more pronounced cardiovascular benefit in real-world settings compared to previous clinical trials [3] - Eli Lilly's recent data on the oral GLP-1 drug orforglipron shows clinical benefits in key cardiovascular risk factors, with plans to submit for obesity treatment approval, although no clear cardiovascular indication has been approved for their GLP-1 drugs yet [3] Group 2 - The focus on weight loss, blood pressure reduction, and lipid lowering remains prominent in the industry, with significant research results presented by companies like AstraZeneca and Merck at the ESC Congress [3] - AstraZeneca's phase III trial data for Baxdrostat offers a new treatment option for difficult-to-control hypertension, while Merck presented real-world evidence and clinical trial data on various severe cardiovascular diseases [3] - LDL-C remains the primary target for lipid treatment, with ongoing research into small nucleic acid drugs targeting Lp(a) and new drug developments focusing on triglycerides also being highlighted as areas of interest [4]

Core Viewpoint - AstraZeneca (AZN.US) shares rose over 3.5% to $74.35, driven by strong second-quarter earnings that exceeded analyst expectations [1] Financial Performance - AstraZeneca reported a 12% year-on-year revenue increase to $14.46 billion, surpassing the analyst forecast of $14.15 billion [1] - Core earnings per share grew by 10% year-on-year to $2.17, meeting expectations [1] Future Outlook - CEO Pascal Soriot indicated that the revenue growth momentum is strong for the first half of the year, with positive results from 12 key Phase III clinical trials, including Baxdrostat, Gefurulimab, and Tagrisso [1] - The company maintains its full-year guidance for high single-digit revenue growth and low double-digit growth in core earnings per share, calculated at constant exchange rates [1]

Group 1: Drug Procurement and Regulations - The National Healthcare Security Administration has initiated the 11th batch of national drug centralized procurement, with 55 varieties included in the reporting range [1] - The procurement rules emphasize principles such as "stabilizing clinical use, ensuring quality, preventing collusion, and avoiding internal competition" [1] - Only mature "old drugs" that have been on the market for years and have expired patent protection will be included, while innovative drugs will not be part of this procurement [1] Group 2: Company Announcements and Developments - Xinhua Pharmaceutical's subsidiary received a Class III medical device registration certificate for a sterile saline solution for contact lens care [3] - Sanyou Medical announced that its spinal internal fixation connector system, JAZZSystem, received approval for market launch [4] - China National Pharmaceutical Group fully acquired Lixin Pharmaceutical for a consideration of up to $950.92 million [10] Group 3: Financial Performance - Baicheng Pharmaceutical expects a net profit of 0 to 6 million yuan for the first half of 2025, a decline of 95.53% to 100% year-on-year [6] - Kanglong Chemical anticipates a net profit of 67.92 million to 71.26 million yuan for the first half of 2025, a decrease of 36% to 39% year-on-year, despite a growth in core business [7] Group 4: Clinical Trials and Research - AstraZeneca's Baxdrostat achieved significant results in a Phase III clinical trial for patients with uncontrolled or resistant hypertension [13] - Hengrui Medicine reported positive results from a Phase III clinical trial of its GLP-1/GIP dual receptor agonist, HRS9531, showing a maximum weight reduction of 19.2% [14]

记者今日从阿斯利康获悉，其在研药物Baxdrostat在针对未控制或难治性高血压患者的BaxHTNⅢ期临床 试验中，达到主要及全部次要终点。根据BaxHTN III期试验的阳性结果显示，与安慰剂相比，两种剂量 (2毫克和1毫克)的Baxdrostat在治疗12周时，患者坐位收缩压(SBP)均出现具有统计学意义和临床意义的 显著降低，该试验还成功达到了所有次要终点。(智通财经) ...

Group 1 - Elon Musk announced on Twitter that he has just left Tesla's design studio and promised an "epic shock" presentation by the end of the year [3] - AstraZeneca reported that its experimental hypertension drug Baxdrostat effectively lowers blood pressure in patients with resistant or poorly controlled hypertension [3] - Google has agreed to pay approximately $2.4 billion to acquire technology licensing from AI coding startup Windsurf and has hired its CEO and some employees [3] Group 2 - The European Union has postponed countermeasures against U.S. tariffs until early August [4] - Bitcoin has surpassed $120,000 per coin, reaching a new all-time high and touching $123,000 during the day [4] - Nvidia CEO Jensen Huang will hold a media briefing in Beijing [4] - Pony.ai has launched mass production and road testing of its seventh-generation autonomous Robotaxi [4] - Meta has acquired a startup focused on AI voice technology, Play AI [4] - Lloyds Bank is collaborating with cryptocurrency exchange Archax to allow digital assets as collateral for foreign exchange contracts [4] - The China State Administration for Market Regulation has approved Synopsys' $35 billion acquisition of ANSYS with additional restrictive conditions [4] - TSMC plans to initiate vendor selection for its P3 plant in Arizona this quarter, aiming to complete the bidding process by the end of the year [4]

2. 截至发稿，德国DAX指数跌0.83%，英国富时100指数涨0.38%，法国CAC40指数跌0.41%，欧洲斯托克50指数跌0.60%。 1. 7月14日(周一)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.29%，标普500指数期货跌0.31%，纳指期货跌0.30%。 | ■ US 30 | 44,245.00 | 44,268.00 | 44,090.50 | -126.50 | -0.29% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,240.40 | 6,244.00 | 6,218.30 | -19.40 | -0.31% | | 트 US Tech 100 | 22,712.00 | 22,725.90 | 22,628.30 | -68.60 | -0.30% | | 德國DAX30 | 24,038.31 | 24,103.10 | 23,976.34 | -201.67 | -0.83% | | --- | --- | --- | --- | --- | --- | | 英國富時100 | 8,974.70 | ...