2025.07. 10 本文字数：1513，阅读时长大约2.5分钟 作者 | 第一财经 钱童心 7月8日，国家卫健委网站发布通知，禁止将"颈深淋巴管/结—静脉吻合术"应用于阿尔茨海默病的治 疗；另一项通知禁止将"空肠回肠吻合术"应用于2型糖尿病治疗。 针对"颈深淋巴管/结—静脉吻合术"，通知提到，有个别医疗机构开展"颈深淋巴管/结—静脉吻合 术"治疗阿尔茨海默病，为进一步加强医疗技术临床应用管理，组织专家对该技术进行评估，评估认 为该技术处于临床研究早期探索阶段，适应症及禁忌症尚不明确，安全性、有效性缺乏高质量循证医 学证据支撑。 根据相关医院去年发布的微信公众号文章，2015年《自然》杂志首次证实"脑膜中功能性淋巴管的存 在"，基于此，"疏尔术"这种疗法应运而生，将患者脑部积淀的毒性蛋白通过淋巴疏通代谢，从而中 止患者病情的进一步恶化，保留现有的认知功能。 第一财经记者了解，上海合作开展"疏尔术"的两所医院的临床研究此前通过医院多轮伦理审查后，已 进入实施阶段。截至2024年6月10日，共有12名患者在上海接受了这一手术。 根据相关反馈，主要副作用是患者术后24小时内出现精神紊乱，可能是麻醉所致，在72小时 ...

Group 1 - The technology opens new avenues for treating refractory mental illnesses, including treatment-resistant depression, obsessive-compulsive disorder, and tic disorders [1][3] - A case study from Ruijin Hospital highlights a 32-year-old patient with a 16-year history of depression who benefited from a novel therapy combining deep brain stimulation (DBS) and brain-computer interface (BCI) technology [1] - The innovative treatment involves the implantation of two electrodes with 16 stimulation contacts into the brain's emotional circuit, allowing for precise modulation and breaking the cycle of depression [1][3] Group 2 - The DBS combined with BCI technology is a minimally invasive intervention that avoids the memory loss associated with electroconvulsive therapy and the side effects of long-term medication [3] - This new therapy has already been clinically applied to over 30 cases, providing a new option for treatment-resistant depression patients [3] - Depression is increasingly recognized as a significant mental health issue, particularly among younger populations, with a reported prevalence of 15% to 20% among adolescents in China [3]

Core Insights - ReShape Lifesciences announced the issuance of U.S. Patent 12,350,179 for an intragastric device, enhancing its intellectual property portfolio [1][2] - The patent covers a swallowable capsule with a self-sealing fill valve and a degradable release valve, designed for natural excretion after deflation [1] - The patent protection extends to at least January 2031, potentially longer with a Patent Term Extension [1] Intellectual Property Development - The company has secured over 50 patents related to its intragastric balloon technology since its initial filing in 2011, contributing to a total of over 160 issued and pending patents [2] - This robust patent portfolio positions the company to defend its competitive edge and support its innovation pipeline [2] Company Overview - ReShape Lifesciences specializes in weight loss and metabolic health solutions, offering products like the FDA-approved Lap-Band systems and the non-surgical Obalon balloon technology [3] - The company aims to provide integrated solutions for managing obesity and metabolic diseases [3] Recent Transactions - ReShape has entered into an asset purchase agreement with Biorad Medisys, agreeing to sell substantially all of its assets, including the Lap-Band and Obalon systems [4]

Group 1: Financial Exhibition Overview - The 2025 China International Financial Exhibition commenced in Shanghai, featuring five thematic exhibition areas covering financial infrastructure, products and services, and financial technology, with a total exhibition area of 60,000 square meters and over 400 participating units [1] Group 2: Innovations in Payment Technology - WeChat Pay showcased a palm payment device that integrates scanning, palm, and card payment functionalities, designed to operate under various environmental conditions [1] - The exhibition highlighted the application of artificial intelligence in financial services, with China UnionPay presenting its intelligent payment services and AI-integrated product architecture [1][2] Group 3: Advanced Financial Infrastructure - The Netlink Clearing Company demonstrated its self-controlled "Netlink Smart Factory," featuring a distributed cloud computing architecture with processing capabilities exceeding 300,000 transactions per second and an average transaction time of 200 milliseconds [3] Group 4: Cross-Border Payment Solutions - DBS Bank introduced its low-cost small cross-border payment solutions, capable of completing multi-currency settlements within 120 seconds, providing 24/7 service and ensuring transaction accuracy and privacy [4] Group 5: Data Security Innovations - Jin Network showcased its self-developed "Data Chain Communication" product, which utilizes blockchain and privacy computing technologies to create a secure data space, facilitating compliance and efficiency in supply chain finance [5]

Core Insights - HealthEquity, Inc. (HQY) reported adjusted earnings per share (EPS) of 97 cents for the first quarter of fiscal 2026, exceeding the Zacks Consensus Estimate by 19.8% and showing a year-over-year improvement of 21.3% [2][10] - The company generated revenues of $330.8 million in the fiscal first quarter, surpassing the Zacks Consensus Estimate by 3% and reflecting a 15% increase from the prior-year quarter [3][10] - HealthEquity's total number of Health Savings Accounts (HSAs) reached 9.9 million, a 9% year-over-year increase, with total HSA assets amounting to $31.3 billion, up 15% year over year [4][5] Revenue Breakdown - Service revenues for the quarter totaled $119.8 million, up 1.3% year over year, driven by an increase in HSAs and invested HSA assets [7] - Custodial revenues reached $156.5 million, marking a 28.6% increase from the previous year, while interchange revenues totaled $54.6 million, up 14.4% year over year [8][10] Margin and Profitability - HealthEquity's gross profit rose 19.9% to $224.3 million, with the gross margin expanding by 270 basis points to 67.8% [11][10] - Operating profit improved significantly by 99.6% to $83.1 million, with the operating margin expanding by 1060 basis points to 25.1% [13][10] Financial Position - At the end of the first quarter of fiscal 2026, HealthEquity had cash and cash equivalents of $287.9 million and total debt of $1.06 billion, unchanged from the previous quarter [14] - Net cash provided by operating activities was $64.7 million, slightly down from $65.4 million a year ago [14] Guidance and Future Outlook - HealthEquity has reiterated its revenue guidance for fiscal 2026, projecting revenues between $1.285 billion and $1.305 billion, with adjusted EPS expected in the range of $3.61-$3.78 [15] - The company added 150,000 new HSAs during the quarter and reported a significant reduction in fraud-related costs, which dropped from $11 million to $3 million, enhancing margins and member trust [17][18]

IRVINE, Calif., June 03, 2025 (GLOBE NEWSWIRE) -- ReShape Lifesciences® (Nasdaq: RSLS), the premier physician-led weight loss and metabolic health solutions company, today announced that its Quality Management System (QMS) and entire commercial portfolio of medical devices sold in Europe and in the United Kingdom (UK) have been certified under the European Union (EU) Medical Device Regulation (MDR) (EU) 2017/745 and UK Conformity Assessment (UKCA), respectively. The EU MDR, which replaced the Medical Device ...

思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 即将召开： 2025年6月12日，首届全球医美科技大会 2025年7月17日，第二届全球医疗科技大会 2025年9月4-5日，第三届全球手术机器人大会 2025年5 月 23 日， 波士顿科学 Vercise Genus™ 植入式脑深部神经刺激（ DBS ）系统 （简称 " Vercise Genus DBS 系统 "）全国上市会 于第十四届亚澳立 体定向与功能神经外科学会（ AASSFN ）年会上 成功举办 。 Vercise Genus DBS 系统的上市将为国内帕金森病患者带来更多元的治疗选择，引领中国帕金森病 治疗加速迈入精准新时代。 帕金森病是中老年人常见的神经系统退行性疾病 。 中国流行病学调查数据显示，中国有着数量最大的帕金森病患者群体， 2021 年帕金森病患者人数已 超过 500 万 ， 发病率也高于全球平均 1 。 帕金森病严重影响患者生活质量，且目前无法治愈。虽然药物治疗可控制部分症状，但药效会随着病情发展逐渐变差，还可能会 产生副作用。 DBS 疗法则因其微创、可逆、可调节等优点，成为安全有效的治疗手段 ...

Core Insights - Abbott (ABT) and Medtronic (MDT) are showing strong momentum in 2025 despite macroeconomic challenges, including tariff pressures [1] - Both companies have outperformed the S&P 500 in 2025, with Abbott shares increasing by 18.8% and Medtronic by 6.5% [4] Abbott Overview - Abbott achieved high single-digit sales growth and double-digit earnings growth in Q1 2025, driven by innovation and expanded biosimilar agreements [3] - The FreeStyle Libre franchise saw nearly 20% organic growth in Q1 2025, indicating strong demand in managing Type 2 diabetes [5] - Abbott's Established Pharmaceuticals segment posted mid-single-digit organic sales growth, primarily from emerging markets [6] - The company generated $2.3 billion in operating cash flow in Q1 2025 and maintained over $6 billion in cash and short-term investments [7] - Abbott increased its quarterly dividend by 7.8%, marking 52 consecutive years of dividend growth, with a payout ratio of 49% [8][10] Medtronic Overview - Medtronic reported 10.9% earnings growth and 5.4% revenue improvement in fiscal 2025, with significant contributions from cardiovascular, neuromodulation, and diabetes segments [2] - The Cardiac Ablation Solutions business grew nearly 30% in Q4, driven by demand for new technologies [13] - Medtronic returned $6.3 billion to shareholders through share repurchases and dividends, with a 48th consecutive year of dividend increases and a payout ratio of 52% [15] - The upcoming spin-off of the Diabetes business is expected to be EPS-accretive and tax-efficient, aimed at unlocking shareholder value [16] Valuation Comparison - Medtronic is trading at a forward price-to-earnings ratio of 14.41X, below its 5-year median of 16.19X, while Abbott is at 24.87X, above its 5-year median of 24.03X [19] - This suggests that Medtronic is more attractively valued compared to Abbott and its historical averages [20] Conclusion - Medtronic presents a more compelling value proposition for investors, with strong fundamentals, a higher payout ratio, and an upcoming business spin-off that could enhance shareholder value [22]

Core Insights - ReShape Lifesciences Inc. is progressing towards completing a merger with Vyome Therapeutics and an asset purchase agreement with Biorad Medisys, which are expected to enhance its market position and operational capabilities [3][4][6]. Financial Performance - For Q1 2025, ReShape reported revenue of $1.1 million, a decrease of 42.7% or $0.8 million compared to Q1 2024, primarily due to reduced sales volume influenced by GLP-1 pharmaceutical weight-loss alternatives and a pause in direct-to-consumer marketing [8]. - Gross profit for the same period was $0.7 million, with a gross profit margin of 61.2%, up from 59.9% in Q1 2024, attributed to lower overhead costs [9]. - Sales and marketing expenses decreased by 48.1% to $0.5 million, while general and administrative expenses fell by 13.1% to $1.6 million, reflecting cost-saving measures [10][11]. - Research and development expenses also decreased by 24.8% to $0.4 million [12]. - The company recorded a gain of $3.7 million on changes in the fair value of liability warrants during Q1 2025 [14]. Strategic Developments - The merger with Vyome will result in the combined entity being renamed Vyome Holdings, Inc., with a focus on advancing immuno-inflammatory assets and exploring opportunities between the U.S. and India [3][6]. - ReShape has expanded its product portfolio through a distribution agreement with Motion Informatics for neuromuscular rehabilitation devices and a new distribution agreement for the enhanced Lap-Band 2.0 FLEX in Canada [6][7]. - The company has received multiple Notices of Allowance from the USPTO for patents related to its Diabetes Neuromodulation technology, extending intellectual property protection through at least 2039 [7]. Asset Transactions - ReShape will sell substantially all of its assets, including the Obalon Gastric Balloon System, to Biorad, which will assume most of ReShape's liabilities [5]. - The cash purchase price from the asset sale will contribute to determining post-merger ownership allocation between ReShape and Vyome stockholders [5]. Market Position - ReShape aims to strengthen its leadership in diabetes innovation and expand access to its minimally invasive weight-loss solutions, positioning itself as a key player in the obesity and metabolic health market [6][7].

芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ON | NCP4306DADZZDASNT1G | 100K | 21-24+ | | ON | NCP1342AMDCDAD1R2G | 100K | 21-24+ | | RICHTEK | RT7202KLAGQW-HDBS3 | 50K | 21-24+ | | SOUTHCHIP/南芯 | SC8002QDKR,BUCK | 20K | 21-24+ | | DIALOG | iW1796-08 | 20K | 21-24+ | | DIALOG | iW662-08.SR | 40K | 21-24+ | | INJOINIC/英集芯 | IP2738U | 60K | 21-24+ | | POWER INTEGRATION | SC1738 ...