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华创医药周观点:高血压创新药是一笔好生意吗?2025/07/26
华创医药组公众平台· 2025-07-26 09:14
管 =$(R) 01 行情回顾 02 板块观点和投资组合 03 行业和个股事件 本周行情回顾 本周中信一级行业指数涨跌幅 本周涨幅排名前/后十名的股票 -22.34% *ST苏吴 海特生物 10% 永安药业 振东制药 42.89% -13.73% 力生制药 塞力医疗 31.73% -13.67% 6% 30.75% 首药控股-U 展欣药业 4% 译璟制药-U 仁度生物 27.82% 2% 科兴制药 康芝药业 25.37% 易明医药 24.88% 信立泰 10.51% 交通运输 1400 1616 1616 1616 行金融 k林牧渔 备及新能源 机械 号地产 电子 苑东生物 24.32% 上海道众 10.46% 浙江霞元 廣泰医学 24.06% -10.12% 神州细胞 23 40% -10.11% 迈普医学 30% 50% -25% -20% -15% -10% -5% 10% 20% 40% 证监会审核华创证券投资咨询业务资格批文号:证监许可(2009)1210 号 未经许可,禁止转载 资料来源:Wind,华创证券 ●华创研究 3 · 本周,中信医药指数上涨1.97%,跑赢沪深300指数0.28个百分点, ...
Google Cloud, YouTube, And Search Drive Big Upside: Goldman Sachs
Benzinga· 2025-07-25 16:50
Goldman Sachs analyst Eric Sheridan maintained a Buy rating on Alphabet GOOGL with a $234 price target on Friday, citing strong Q2 2025 results.Sheridan highlighted solid momentum in Alphabet's core businesses—Search, YouTube, and Cloud—and noted the company's aggressive AI push. He said the results addressed investor concerns around rising capital expenditures and long-term competitiveness in AI.Also Read: Google’s AI Proves It’s Boosting, Not Disrupting, Legacy Ad Monetization: AnalystSearch & Other reven ...
Faruqi & Faruqi Reminds Replimune Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of September 22, 2025 – REPL
GlobeNewswire News Room· 2025-07-25 14:20
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 In Replimune To Contact Him Directly To Discuss Their Options If you suffered losses exceeding $50,000 in Replimune between November 22, 2024 and July 21, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, July 25, 2025 (GLO ...
REPL Investors Have Opportunity to Lead Replimune Group, Inc. Securities Fraud Lawsuit with the Schall Law Firm
Prnewswire· 2025-07-25 12:02
LOS ANGELES, July 25, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Replimune Group, Inc. ("Replimune" or "the Company") (NASDAQ: REPL) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.Investors who purchased the Company's securities between November 22, 2024 and July 21, 2025, inclusive (the "Class Perio ...
中国软件国际(00354):首次覆盖:“AI+鸿蒙”多维布局,业务+华为“同舟共济”
AVIC Securities· 2025-07-25 07:33
2025 年 07 月 24 日 证券研究报告|公司研究|其他市场报告 中国软件国际 (0354.HK): 首次覆盖:"AI+鸿蒙"多维布局,业务+华为"同舟共 济" 中航证券研究所发布 证券研究报告 厦中航证券有限公司 公司网址:www.avicsec.com 联系电话:010-59219558 传真:010-59562637 1 IT 服务主业筑底企稳,"AI+鸿蒙"市场多维布局 � 公司聚焦算力、云边端模型、人工智能等技术核心能力,主要围绕金融、政务、电力、 交通、公共事业、企业制造等行业打造鸿蒙、全栈 AI 等场景应用及落地方案。企业历 年营收表现, 2020-2022 年处于规模扩张期, 增速分别 (+17.10%、+30.47%、+8.74%); 2023-2024 年处于转型调整期,增速分别(-14.44%、-0.97%)。2024 年度主要业务及 发展方向,1)、积极布局全栈 AI 产品与服务,构建覆盖算力基础设施运营、数据治理、 模型训练、推理部署、端侧智能、云智能到 AI 原生 ERP 及 Agent 行业应用的完整 AI 技术栈,并为金融、医疗、能源电力、制造等领域头部客户推出多元 AI ...
Abivax Announces Full Exercise of Underwriters’ Option to Purchase Additional ADSs, Bringing Gross Proceeds of Offering to $747.5M (€637.5M)
GlobeNewswire· 2025-07-25 06:00
Core Viewpoint - Abivax SA has successfully completed an offering of American Depositary Shares (ADSs), raising gross proceeds of approximately $747.5 million (€637.5 million) following the full exercise of the underwriters' option to purchase additional ADSs [1][2]. Group 1: Offering Details - The offering included a total of 11,679,400 ADSs, with gross proceeds of approximately $747.5 million (€637.5 million) and estimated net proceeds of around $700.3 million (€597.2 million) after deducting underwriting commissions and offering expenses [2]. - The offering price for the additional ADSs was set at $64.00 per ADS, which corresponds to €54.58 per ordinary share, reflecting a premium of 21.0% over the volume weighted average price of the ordinary shares in the preceding trading sessions [4]. Group 2: Use of Proceeds - The company intends to apply the net proceeds from the sale of the additional ADSs on a pro rata basis to the uses identified in the base offering [3]. Group 3: Company Overview - Abivax is a clinical-stage biotechnology company focused on developing therapeutics that modulate the immune response in patients with chronic inflammatory diseases, with its lead drug candidate, obefazimod (ABX464), currently in Phase 3 clinical trials for ulcerative colitis [7].
REPL INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Replimune Group, Inc. Investors with Substantial Losses Have Opportunity to Lead the Replimune Class Action Lawsuit
GlobeNewswire News Room· 2025-07-24 23:03
SAN DIEGO, July 24, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Replimune Group, Inc. (NASDAQ: REPL) publicly traded securities between November 22, 2024 and July 21, 2025, inclusive (the “Class Period”), have until September 22, 2025 to seek appointment as lead plaintiff of the Replimune class action lawsuit. Captioned Jboor v. Replimune Group, Inc., No. 25-cv-012085 (D. Mass.), the Replimune class action lawsuit charges Replimune and certain of Repli ...
Abivax: Positive Obefazimod Induction Data Leads To Next 44-Week Maintenance Trial Catalyst
Seeking Alpha· 2025-07-24 20:20
This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...
CervoMed to Present New Data from Phase 2b RewinD-LB Study at AAIC 2025 and Host Conference Call on July 28, 2025
Globenewswire· 2025-07-24 20:05
Company to share primary endpoint results at 32-Weeks from Extension phase following late-breaking presentations at Alzheimer's Association International Conference® (AAIC) 2025 Conference call and webcast to be held Monday, July 28 at 8:00 AM ET BOSTON, July 24, 2025 (GLOBE NEWSWIRE) -- CervoMed Inc. (NASDAQ: CRVO), a clinical stage company focused on developing treatments for age-related neurologic disorders, today announced that the Company will host a conference call and webcast on Monday, July 28 at 8: ...
Replimune Group, Inc. Investors: Company Investigated by the Portnoy Law Firm
GlobeNewswire News Room· 2025-07-24 19:43
Core Viewpoint - Replimune Group, Inc. is under investigation for possible securities fraud following a significant stock decline after the FDA's rejection of its Biologics License Application for RP1 [1][3][4] Group 1: Company Overview - Replimune Group, Inc. is a biotechnology company focused on developing treatments for advanced melanoma [3] - The company received a Complete Response Letter (CRL) from the FDA regarding its application for RP1 in combination with nivolumab [3][4] Group 2: Regulatory Developments - The FDA stated that the IGNYTE trial was not adequate for providing substantial evidence of effectiveness, leading to the rejection of the application [4] - The CRL was issued on July 22, 2025, prior to market open [3] Group 3: Market Reaction - Following the FDA announcement, Replimune's stock fell sharply by $9.52 per share, representing a decline of over 77%, closing at $2.80 on July 22, 2025 [4] Group 4: Legal Actions - The Portnoy Law Firm has initiated an investigation and may file a class action on behalf of investors who lost money due to the stock decline [1][2] - Investors are encouraged to contact the law firm for a complimentary case evaluation regarding their legal rights [2][5]