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百奥赛图-B(02315)发布中期业绩 股东应占溢利4799.9万元 同比扭亏为盈
智通财经网· 2025-08-28 08:41
智通财经APP讯,百奥赛图-B(02315)发布截至2025年6月30日止6个月中期业绩,集团收益人民币6.21亿 元,同比增长51.3%;股东应占溢利4799.9万元,同比扭亏为盈;每股盈利0.12元。 经过多年战略布局,公司已构建起临床前产品及服务和抗体发现"双轮驱动"的业务生态,两大板块通过 技术协同与资源联动实现双向赋能,持续释放增长动能。公司始终依靠研发驱动业务发展,不断为国内 外生物医药企业提供具备全球竞争力的高品质研发产品及服务。2025年上半年,以创新动物模型销售为 核心的临床前产品与服务业务实现营业收入人民币4.58亿元,较去年同期增长 56.9%,同时毛利率保持 在约70%的高水平。 作为公司业绩增长的另一核心驱动力,抗体发现业务2025年上半年实现营业收入人民币1.63亿元,较去 年同期增长37.8%,毛利率约90%。截至2025年6月30日,公司累计签署约280项治疗性抗体及多种临床 资产合作开发╱授权╱转让协议,并与包括多家跨国制药公司(MNCs)在内的合作伙伴达成了RenMice® 平台授权开发合作。其中,2025年上半年新增签署约80项合约,较去年同期增长约 60%。未来,公司 ...
百奥赛图(02315)靠持续创新跑通Biotech商业模式 双轮驱动打开成长天花板 迎来估值重塑
智通财经网· 2025-06-18 09:47
Core Viewpoint - The Hong Kong stock market's biotechnology sector is experiencing a resurgence, with Baiaosaitu (02315) emerging as a standout performer due to its unique dual business model of "innovative animal models + antibody molecule transfer," leading to a significant increase in its stock price and valuation [1] Group 1: Innovative Animal Models - Baiaosaitu has established a strong foundation in innovative animal models, developing over 3,500 gene-edited animal and cell models, with more than 1,000 used for drug evaluation [2] - The company has transitioned from a service-oriented model to a product sales model, significantly enhancing drug development efficiency for innovative pharmaceutical companies [2] - In 2024, revenue from innovative animal models is projected to reach 389 million yuan, a 43% increase from 2023, with a three-year compound growth rate of approximately 52% and a gross margin exceeding 75% [3][4] Group 2: Antibody Transfer Development - The antibody discovery business has rapidly developed into a key growth driver for Baiaosaitu, with the "Thousand Mice Ten Thousand Antibodies" initiative aimed at large-scale drug development for over 1,000 potential drug targets [5][6] - By the end of 2024, Baiaosaitu had signed approximately 200 cooperation agreements for antibody molecule development, with seven of the top ten global pharmaceutical companies as clients [7] - Revenue from the antibody business is expected to reach 318 million yuan in 2024, an 81% increase from 2023, with a three-year compound growth rate of nearly 58% and a gross margin exceeding 80% [8] Group 3: Financial Performance and Valuation - In 2024, Baiaosaitu achieved total revenue of 980 million yuan, a year-on-year increase of approximately 37%, while maintaining a gross margin of around 78% [9] - The company reported a net profit of 33.54 million yuan, marking a turnaround from previous losses, and generated a net cash inflow from operating activities of 211 million yuan [9] - The unique dual-driven model of "innovative animal models + antibody transfer development" positions Baiaosaitu favorably in the market, leading to a higher valuation compared to peers [10]
百奥赛图-B(02315.HK)RenMab技术平台再获日本专利授权,持续深化RenMice全人抗体╱TCR平台全球专利布局
Ge Long Hui· 2025-06-05 08:41
Core Viewpoint - The announcement by Baiaosaitu-B (02315.HK) regarding the issuance of a patent certificate for its RenMab® platform by the Japan Patent Office signifies a significant advancement in its global intellectual property strategy and highlights the innovation and international recognition of its core technology [1][2] Group 1: Patent and Technology Development - The RenMab® mouse is a core member of Baiaosaitu's RenMice® human antibody discovery platform, utilizing unique super-large fragment chromosome engineering technology (SUPCE®) to replace mouse antibody genes with human counterparts, enhancing the success rate of discovering high-potential antibody drug molecules [1] - The issuance of the patent certificate represents a key progress in the systematic global patent layout strategy of Baiaosaitu, showcasing the innovation and international recognition of its core technology [1] Group 2: Market Recognition and Collaborations - The RenMice® series platforms have gained widespread recognition from leading pharmaceutical and biotechnology companies, with approximately 20 collaborations established, including partnerships with Merck, Janssen/Johnson & Johnson, and BeiGene [2] - By the end of 2024, Baiaosaitu aims to achieve nearly 200 licensing and transfer agreements for antibody molecules based on the RenMice platform, demonstrating its international competitiveness and commercial value [2] Group 3: Global Patent Strategy - Baiaosaitu is actively pursuing patent protection for the RenMice® platform globally, with patents granted in nearly 10 countries, including the US, China, and Japan, and around 40 patent applications under examination in 15 countries and regions [2] - The steady advancement of Baiaosaitu's global patent layout strategy will continue to provide robust intellectual property protection for its global partners [2]