VAX-31 Phase 1/2 Study Topline Results in Adults Aged 50 and Older September 3, 2024 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements related to the potential benefits of Vaxcyte's vaccine candidates, including breadth of coverage, the ability to deliver a potentially best-in-class pneumococcal conjugate vaccine franchise and the potential t ...

早期获长春高新及百克生物投资。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 据 IPO早知道消息， 近日 ， 上海瑞宙生物科技有限公司 （ 下称 " 瑞宙生物 " ）宣布完成数千万 元 A+轮融资，由 长兴基金 投资，凯乘资本担任独家财务顾问。 此前， 公司 曾获得长春高新 （ 000661.SZ ） 及其控股子公司百克生物 （ 688276.SH ） 共 计 2.9亿元 的资金支持。本轮融资 主要用于公司核心产品 24价肺炎链球菌多糖结合疫苗在成人和婴幼儿适应症的临床研发及上市。 瑞宙生物 是 一家生物制剂研发生产商，致力于推进新型疫苗、抗体及重组蛋白类药物的发现、临床 前研发、中试工艺放大及临床研究 。 公司成立 于 2017年9月 ， 由资深归国专家祝先潮博士创办 。 其 核心产品是完全自主研制的全球首创无毒双蛋白载体一类新药 "24价肺炎链球菌多糖结合疫 苗" （ PCV24 ） 。 公司已获得 PCV24 全人群适应症临床批准，成年人适应症 已 完成临床 II期 试验， 即将开展 III 期临床， 婴幼儿适应症已 获得 I期 初步数据 。 PCV24是全球首个具有自主知 ...

Core Viewpoint - Ambarella, Inc. reported stronger-than-expected first-quarter fiscal 2026 results, with significant revenue growth and improved earnings, indicating successful execution of its edge AI strategy despite market volatility [1][2][3]. Financial Performance - Non-GAAP earnings for the first quarter were 7 cents per share, exceeding the Zacks Consensus Estimate of 4 cents, and a notable improvement from a loss of 26 cents per share in the same quarter last year [1][2]. - Revenues increased by 57.6% year over year to $85.9 million, surpassing the Zacks Consensus Estimate of $84 million, and were at the higher end of management's guidance of $81-$87 million [2][3]. - Gross margin on a non-GAAP basis was 62.0%, slightly above the guided range of 61-62.5% due to a favorable product mix [6]. Revenue Drivers - Record Edge AI revenues accounted for over 75% of first-quarter revenues, marking the fourth consecutive quarter of record AI sales [3]. - The automotive segment showed over 20% growth year over year, despite a low single-digit sequential decline [3]. Customer Contributions - One logistics and original design manufacturer customer contributed more than 10% to total revenues, with WT Microelectronics accounting for 63.1% of first-quarter revenues [4]. Future Guidance - For the second quarter, Ambarella forecasts revenues between $86 million and $94 million, with expected mid-single-digit sequential growth in IoT applications and slight growth in automotive revenues [8]. - The consensus estimate for second-quarter non-GAAP earnings per share is 4 cents [9]. Cash Flow and Balance Sheet - At the end of the first quarter, cash, cash equivalents, and marketable debt securities totaled $259.4 million, up from $250.3 million in the prior quarter and $203.3 million year over year [7]. - Operating cash flow generated during the first quarter was $14.8 million, with free cash flow of $10.2 million [7].

2024年，可以说是康希诺的触底反弹之年，公司营收同比增长137.01%至8.46亿元，归母净亏损收窄至 3.79亿元。 2023年受到新冠疫苗预估退货影响，当期冲减营收2.53亿元，剔除该影响，康希诺实现营收6.10亿元， 如此对比，2024年，康希诺的营收增速为38.68%，这一增速在同行衬托之下，格外出挑。 横向对比其他疫苗企业2024年的表现：HPV疫苗主战场中，万泰生物、智飞生物、沃森生物营收分别同 比下降59.25%、50.74%、31.41%；流感疫苗竞技圈内，华兰疫苗、金迪克营收分别同比下降53.21%、 39.96%；获批疫苗种类比较丰富的康泰生物，营收同比下降23.75%；拥有水痘疫苗、带状疱疹疫苗等 产品的百克生物，营收同比下降32.64%。 逆势增长，但天花板可能不高。 4月29日，康希诺（06185.HK/688185.SH）发布了2025年第一季度报告，数据显示，公司当季营收10.74 亿元，同比增长20.02%；期内，归母净亏损1154.54万元，上年同期为亏损1.70亿元，扣非后归母净亏 损为5523.47万元，上年同期为亏损1.79亿元。 康希诺本季度大幅减亏，有三大原因：一 ...

针对美国对华加征关税是否会影响公司业务、收入和利润，药明康德4月9日公开表示，"关税对公司肯 定会有影响，影响多少现在还不明朗。公司过去几年不断优化采购供应链体系，同时一直认真抓精细化 管理和运营，提高效率，坚持做对的事，做好自己, 服务好客户。在大环境不确定的状态下，公司抓住 客户对赋能需求的确定性，服务好客户，最大程度降低关税带来的影响。" 中国经济网北京4月29日讯（记者 郭文培）自4月以来，美国政府以所谓"对等关税"为名，对中国及全 球主要贸易伙伴滥施关税，在全球市场引起巨大波澜。"对等关税"政策下，我国医药企业是否受到影 响？倘若国际贸易紧张局势加剧，我国药械产品供应是否跟得上？ 多家药企表态影响相对有限，企业经营正常 BD（Business Development，商务拓展授权交易）是恒瑞医药业绩的增长引擎之一。贸易冲突是否会对 其 BD 业务造成影响？ "公司海外销售业务占营业收入的比例很小，根据2024年年报数据，海外销售业务占比仅为2.56%，美 国加征关税对公司业务影响非常有限。"4月7日，恒瑞医药公开表示，公司将持续密切关注国际环境变 化，灵活应对复杂多变的外部环境，保障公司的长期稳定发 ...

-- At All Doses Evaluated, VAX-24 Was Well-Tolerated and Demonstrated a Safety and Tolerability Profile Similar to Prevnar 20® (PCV20) -- -- At All Doses Evaluated, VAX-24 Elicited Substantial Immune Responses Following Primary Three- Dose Immunization Series; Topline Results Also Include Interim Booster Dose IgG Data Showing Robust Memory Responses Across All Doses -- -- Dose-Dependent Immune Responses Consistently Demonstrated and Little to No Evidence of Carrier Suppression Was Observed, Supporting Platf ...