证券研究报告 泉峰控股 (2285 HK) 经营韧性凸显，25H1 利润表现靓丽 2025 年 7 月 23 日│中国香港 小家电 港股通 泉峰控股发布 25H1 业绩预告，预告上半年录得纯利 9000 万美元至 1 亿美 元（yoy+46~+62%），若剔除公司处置泉峰汽车股权的非经常性收益，预 告上半年经调整纯利为 7000 至 8000 万美元（yoy+14~+30%）。公司利润 表现靓丽，我们认为主要得益于以 EGO 为代表的自主品牌业务收入规模稳 增、非核心资产剥离以及汇率波动带来的正向贡献等。上半年在外部关税环 境扰动下，公司经营韧性仍突出。展望后续，我们看好锂电 OPE 海外长期 渗透率提升空间，公司品牌及产品生态优势突出，同时加速越南产能布局， 长期成长逻辑顺畅，维持"买入"评级。 主业经营：关税扰动下经营仍具韧性，多元化措施积极应对 市场担忧中美贸易关税影响（24 年北美收入 12.93 亿美元，占比 72.9%）， OPE 产品此前主要适用 7.5%关税，25 年以来由于关税政策变化，目前 OPE 产品新增 20%的芬太尼税率及 10%的对等关税。为应对关税风险，公司通 过提前海外仓备货、 ...

Core Viewpoint - Hims & Hers Health, Inc. is facing a class action securities lawsuit due to alleged securities fraud that occurred between April 29, 2025, and June 23, 2025 [1][2] Group 1: Lawsuit Details - The lawsuit claims that Hims was involved in the deceptive promotion and sale of illegitimate versions of Wegovy®, which posed risks to patient safety [2] - It is alleged that this situation created a significant risk of termination of the Company's collaboration with Novo Nordisk [2] - The defendants' positive statements regarding the Company's business and prospects are claimed to be materially misleading and lacking a reasonable basis [2] Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until August 25, 2025, to request appointment as lead plaintiff [3] - Participation in the lawsuit does not require serving as a lead plaintiff, and class members may be entitled to compensation without any out-of-pocket costs [3] Group 3: Firm Background - Levi & Korsinsky has a history of securing hundreds of millions of dollars for shareholders and has extensive experience in complex securities litigation [4] - The firm has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years as one of the leading securities litigation firms in the U.S. [4]

SAN DIEGO, July 22, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Hims & Hers Health, Inc. (NYSE: HIMS) securities between April 29, 2025 and June 23, 2025, inclusive (the “Class Period”), have until Monday, August 25, 2025 to seek appointment as lead plaintiff of the Hims & Hers class action lawsuit. Captioned Sookdeo v. Hims & Hers Health, Inc., No. 25-cv-05315 (N.D. Cal.), the Hims & Hers class action lawsuit charges Hims & Hers as well as certain of ...

NEW YORK, July 22, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Hims & Hers Health, Inc. (NYSE: HIMS) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Hims & Hers, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/hims-hers-health-inc-class-action. Investors have until August 25, 2025, to ask th ...

MIAMI, FL, July 22, 2025 (GLOBE NEWSWIRE) -- Veru Inc. (NASDAQ: VERU), a late clinical stage biopharmaceutical company focused on developing innovative medicines for the treatment of cardiometabolic and inflammatory diseases, today announced that the company will be participating in one-on-one meetings and a fireside chat presentation with investors at the 2025 BTIG Virtual Biotech Conference taking place from July 29-30, 2025. About Veru Inc.Veru is a late clinical stage biopharmaceutical company focused o ...

泉峰控股公告，预期截至2025年6月30日止半年度录得纯利介乎约9000万美元至1亿美元之间，而2024年 同期录得纯利约6160万美元，增长约50%。非香港财务报告准则计量的经调整纯利(经剔除与本集团处 置泉峰(中国)投资有限公司("出售事项")的非经常性收益)预计将介乎约7000万美元至8000万美元。于报 告期内纯利之预期正增长主要受收入规模增长、高毛利品牌EGO带来的贡献、汇率等有利因素推动。 ...

整理 | GLP1减重宝典内容团队 纳拉辛汉指出，诺华已就是否在短期内涉足肥胖领域进行了深入评估，但他认为，目前的GLP-1、GIP和GIPR类药物市场将继续由礼来 和诺和诺德两大巨头主导。这两家公司不仅市场表现强劲，还在快速推进新一代药物的研发。 " 在这样的竞争格局下，即便拥有轻微差异化的新产品，也很难突破。" 他说，"等到这些'跟随者'药物在本世纪末推出时，市场上将已 形成高额的回扣壁垒与成熟的产品组合，难以靠类似产品获得立足之地。" 尽管如此，诺华并未完全放弃肥胖治疗方向。公司仍在推进早期阶段的研发项目，探索具有真正差异化的新路径。纳拉辛汉暗示，公司 在开发下一代药物方面已有布局。 诺华股价自年初以来已上涨32%，市值突破2400亿美元，创下历史新高。然而，它既未参与PD-1热潮，也未在GLP-1或ADC等热门领 域激烈竞争。 诺和诺德与礼来的GLP-1药物在市场上的巨大成功，吸引了众多大型制药公司竞相布局肥胖治疗赛道。不过，诺华短期内并不打算加入 这场竞争。 "在当前阶段推出又一款口服或注射型GLP或GIP药物，对我们公司而言并非明智之举 ，"诺华首席执行官瓦斯·纳拉辛汉博士曾在去年 的财报电话会议 ...

NEW YORK, July 21, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Hims & Hers Health, Inc. (NYSE: HIMS).Shareholders who purchased shares of HIMS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/hims-hers-health-inc-loss-submission-form/?id=157181&from=4CLASS PERIOD: April 29, ...

NodThera Announces Appointment of Dr. Jyothis George as Chief Medical Officer Former Amgen, Novo Nordisk and Boehringer Ingelheim senior leader joins NodThera Leadership TeamWill spearhead clinical advancement of the company’s innovative NLRP3 inflammasome inhibitor portfolioBrings deep clinical leadership in obesity and cardiometabolic diseases, with a proven track record guiding programs from early-stage development through Phase 3 and regulatory approval Philadelphia, PA, July 21, 2025 - NodThera, a lead ...

The pivotal phase IIb ALIENTO study met the primary endpoint of a statistically significant reduction in the annualised exacerbation rate (AER) at 52 weeks when astegolimab was given every two weeksThe phase III ARNASA study did not meet the primary endpoint of a statistically significant reduction in the AER at 52 weeksThe safety profile of astegolimab was consistent with previously reported data, with no new safety signals identifiedAnalysis of the ALIENTO and ARNASA data will be discussed with regulatory ...