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医药生物行业周报:半年报预告密集披露,关注业绩表现-20250711
BOHAI SECURITIES· 2025-07-11 08:18
研 行 行业周报 业 半年报预告密集披露,关注业绩表现 ——医药生物行业周报 究 分析师: 侯雅楠 SAC NO: S1150524120001 2025 年 07 月 11 日 医药生物 投资要点: 证券分析师 行业要闻 侯雅楠 022-23839211 houyn@bhzq.com (1)国家医疗保障局公布《2025 年国家基本医疗保险、生育保险和工伤保 险药品目录及商业健康保险创新药品目录调整工作方案》等相关文件; 研究助理 近三月行业指数走势图 (2)默沙东 100 亿美元收购 Verona,获得慢性阻塞性肺病(COPD)重磅 新药; (3)7.2mg 司美格鲁肽申报上市。 证 公司公告 券 研 (1)亚盛医药-B:自愿公告新型 Bcl-2 抑制剂利沙托克拉(利生妥®)正式 获中国国家药品监督管理局批准,用于治疗成人慢性淋巴细胞白血病/小淋巴 细胞淋巴瘤患者; 究 (2)药明康德:2025 年半年度业绩预增公告; 报 相关研究报告 (3)甘李药业:2025 年半年度业绩预增公告; 告 录有望出台——医药生物行 (4)艾力斯:自愿披露关于甲磺酸伏美替尼片 EGFR 20 外显子插入突变 NSCLC 二线 ...
基石药业与Gentili达成欧洲商业化合作;润达医疗回复上交所问询函丨医药早参
Mei Ri Jing Ji Xin Wen· 2025-07-08 23:22
Group 1 - Tong Ren Tang's Executive Vice President Zhang Chunyou submitted a resignation letter, effective July 8, 2025, due to work adjustments, while remaining as General Manager of Tong Ren Tang Technology [1] - The company stated that Zhang Chunyou's departure will not adversely affect daily operations, indicating limited market impact from this internal personnel adjustment [1] Group 2 - Basestone Pharmaceuticals announced an exclusive strategic partnership with Istituto Gentili for the commercialization of Sugliant in Western Europe and the UK, granting Gentili exclusive rights in 23 countries [2] - Basestone will receive up to $192.5 million in payments, including upfront, registration, and sales milestone payments, along with nearly 50% revenue sharing from net sales in the authorized region [2] - This collaboration enhances Basestone's international market recognition and strengthens investor confidence in future growth [2] Group 3 - Fosun Pharma announced guarantees for its subsidiaries, providing a maximum joint liability guarantee for a financing application not exceeding 500 million yuan with Bank of China [3] - Additionally, a guarantee was provided for a financing contract not exceeding 150 million yuan with China Construction Bank for its subsidiary Hanlin Pharmaceutical [3] - This move supports subsidiaries in obtaining funds for business expansion or R&D, although it introduces certain financial risks [3] Group 4 - Run Da Medical responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, addressing issues related to operating performance, goodwill, short-term solvency, and prepayments [4] - The response aims to alleviate market concerns and stabilize investor confidence, although ongoing monitoring of the company's performance improvement measures is necessary [4] Group 5 - Yuan Da Pharmaceutical announced that its joint venture Sirtex Medical Pty Ltd received FDA approval for SIR-Spheres Yttrium-90 microspheres for treating unresectable hepatocellular carcinoma (HCC) [5] - This product is the first and only FDA-approved selective internal radiation therapy for both unresectable HCC and colorectal cancer liver metastases [5] - This breakthrough enhances Yuan Da's market position in oncology and boosts investor confidence in future growth [5]
全球核药龙头大消息
中国基金报· 2025-07-07 16:01
【导读】 全球核药龙头大消息!剑指百亿蓝海市场 中国基金报记者 卢鸰 中国药企核药海外研发迎来里程碑时刻。 在全球结直肠癌肝转移选择性内放射治疗领域大放异彩后,全球核药龙头远大医药 (0512.HK)的全球创新核药SIR-Spheres®钇[90Y]微球注射液(易甘泰®),近期又打开 了肝细胞癌治疗的大门。 据远大医药7月7日晚公告,基于钇[90Y]微球注射液DOORwaY90临床试验的突破性中期数 据成功达到预设的共同主要终点,FDA提前正式批准了该产品新增适应症,用于治疗不可切 除肝细胞癌(HCC),且未限制肿瘤直径大小。 这标志着该产品成为全球首个且唯一获FDA批准、用于不可切除HCC和结直肠癌肝转移双重 适应症的选择性内放射治疗产品。这表明,远大医药的海外临床注册能力已跻身全球领先水 平,将为其后续自研创新核药产品的海外开发工作奠定重要基础。 剑指百亿元蓝海市场 SIR-Spheres®钇[90Y]微球注射液是一款针对肝脏恶性肿瘤的选择性内放射治疗(SIRT)产 品,采用全球领先的介入技术将钇[90Y]树脂微球注入肝脏肿瘤血管,释放高能量β放射线杀 灭肿瘤细胞,兼具了放射性药物和精准介入治疗的双重优势 ...
BERNSTEIN:GenAI在资产管理中 - 面向投资者的顶级 AI 工具(第二部分)_亚洲量化策略
2025-07-07 15:44
4 July 2025 Asia Quantitative Strategy GenAI in Asset Management - Top AI tools for investors (Part 2) Rupal Agarwal +65 6326 7641 rupal.agarwal@bernsteinsg.com Cheng Zhang, CFA, CQF +852 2123 2636 cheng.zhang@bernsteinsg.com In our last report, Gen AI in Asset Management - Top AI tools for investors, we covered key AI tools for research, portfolio management and workflow automation. Many investors reached out to get AI tools for technical analysis, stress-testing/scenario analysis, quant/ factor analysis, ...
停更也不行?博通开始清算老客户!
半导体芯闻· 2025-06-27 10:21
Core Viewpoint - Broadcom has initiated audits on former VMware customers who have not renewed their support contracts, following a significant price increase of up to 300% for VMware products due to Broadcom's bundling strategy [1][3][7]. Group 1: Audit Initiation - Broadcom has begun sending "stop and cease usage" letters to VMware users whose support contracts have expired, demanding they stop using all updates and patches released since the termination of their contracts [1][2]. - An audit has been launched for a Dutch software supplier, which has been a VMware customer for about ten years, indicating that Broadcom is actively reviewing compliance with VMware software usage [3][4]. Group 2: Customer Concerns - Customers express concerns about the financial impact of the audits, with some fearing it could affect salary negotiations and lead to layoffs due to budget constraints [5]. - There are reports of companies receiving audit notifications despite having ceased using VMware products, raising questions about the validity of Broadcom's audit process [7][8]. Group 3: Market Reaction - Broadcom's aggressive enforcement of VMware licensing agreements has generated backlash among existing and former customers, with calls for regulatory scrutiny of its practices [9]. - The acquisition of VMware for $69 billion is viewed as a successful transaction, yet the ongoing issues with customer relations and compliance audits may tarnish Broadcom's reputation in the market [9].
GEHC Stock Gains Post FDA's Nod for Vizamyl's Expanded Indications
ZACKS· 2025-06-25 15:05
Key Takeaways GEHC received FDA approval to expand Vizamyl's label for beta-amyloid PET imaging and quantification. GE HealthCare can now use Vizamyl to monitor response to anti-amyloid therapies and diagnose Alzheimer's. GEHC expects broader Vizamyl use to support earlier diagnosis and more personalized treatment decisions.GE HealthCare Technologies Inc. (GEHC) has received the FDA’s approval for an updated label for its positron emission tomography (PET) imaging agent Vizamyl (flutemetamol F 18 injectio ...
深信服(300454):全面替代Vmvare,撬动HCI国产化
Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The company is recognized as a leading domestic alternative to VMware in the hyper-converged infrastructure (HCI) market, achieving a market share of 20.2% in Q4 2024 and 17.5% for the entire year, making it the top player in China's HCI market [7] - The acquisition of VMware by Broadcom has led to increased costs and customer churn due to higher subscription fees and bundled sales, creating an opportunity for the company to capture market share [7] - The company has developed a competitive edge with its virtualization performance, comprehensive migration tools, and future-proof architecture that supports AI upgrades without requiring significant infrastructure changes [7] - Key clients, including Guojin Securities and Jianghuai Automobile, have successfully migrated their critical operations to the company's solutions, indicating strong market acceptance [7] - The company is expected to benefit from a strategic shift in market sales and organizational structure, with revenue forecasts for 2025 and 2026 adjusted to 82.50 billion and 91.13 billion yuan, respectively [7] Financial Data and Profit Forecast - Total revenue is projected to be 8,250 million yuan in 2025, with a year-on-year growth rate of 9.7% [6] - The net profit attributable to the parent company is expected to reach 372 million yuan in 2025, reflecting an 89.2% increase compared to the previous year [6] - Earnings per share are forecasted to be 0.88 yuan in 2025, with a projected return on equity (ROE) of 3.9% [6]
Sphere Brings Its AI-Powered Mixed Reality to Vuzix Smart Glasses
Prnewswire· 2025-06-24 14:00
ROCHESTER, N.Y., June 24, 2025 /PRNewswire/ -- Vuzix® Corporation (NASDAQ: VUZI), ("Vuzix" or, the "Company"), a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies, today announced that the Company and Sphere Technology Holdings ("Sphere"), a leading spatial intelligence company, have collaborated to make Sphere's platform available on Vuzix M400 and M4000 AR smart glasses. This collaboration brings Sphere's advanced combination of Mixed Reality (MR) and Artific ...
专家访谈汇总:小马智行与文远知行高管“互撕”?
4、 《 停火+降息+自动驾驶利好不断,科技股再成为领涨主角》 摘 要 ■ 伊朗与以色列达成停火协议,这一转变为市场带来了明显的情绪好转,尤其是能源、航运、黄金等 避险资产遭遇抛售,资金纷纷流入股市,推动了A股的上涨。 ■ 美联储新任监管副主席鲍曼在讲话中表示,如果通胀保持可控,支持在下次会议时降低利率,进一 步推动流动性。 ■ 特斯拉在美国推出了自动驾驶出租车(Robotaxi)服务,尽管首批仅部署了10辆车,但这一历史性 里程碑标志着自动驾驶出租车的商业化开启。 ■ 特斯拉在加速技术落地,特别是在自动驾驶出租车、入门级车型和人形机器人等领域的创新,将为 供应链中的相关公司带来更多市场机会。 ■ 联创电子是特斯拉自动驾驶项目的核心受益标的,专注于车载镜头领域,预计2025年将成为特斯拉 镜头的第一供应商,未来几年预计将实现大幅收入增长。 ■ 作为特斯拉在中国的最大合作伙伴,拓普集团提供底盘系统、减震器、内饰功能件等多种零部件, 并且为特斯拉的机器人项目提供配套产品。 ■ 旭升股份持续在电池系统、传动系统等方面为特斯拉提供关键零部件,预计未来依然是特斯拉供应 链的重要成员。 ■ 三花智控为特斯拉提供电池和电机 ...
Broadcom Delivers the Modern Private Cloud with VMware Cloud Foundation 9.0
Globenewswire· 2025-06-17 16:00
Core Insights - Broadcom has announced the general availability of VMware Cloud Foundation (VCF) 9.0, a modern private cloud platform that integrates agility and scalability of public cloud with the security and cost benefits of on-premises environments [1][2] - VCF 9.0 supports a unified operating model for various applications, including traditional, modern, and AI workloads, enhancing innovation and operational efficiency for enterprises [2][4] Product Features - VCF 9.0 introduces a single unified platform that simplifies deployment and operations, allowing enterprises to focus on higher-value projects rather than maintaining infrastructure [2][3] - The platform features a new architecture that streamlines the experience for building, operating, and securing private clouds across various environments [4][5] - A unified interface for cloud administrators enhances operational efficiency, enabling scalable fleet management and centralized identity management [5][6] Cost Management - VCF 9.0 provides superior cost transparency and predictability compared to public cloud, offering comprehensive insights into total cost of ownership (TCO) [8] - Built-in analytics facilitate predictive cost modeling and automated resource optimization, helping organizations manage cloud spending effectively [8] Security and Compliance - The platform is designed to ensure data sovereignty and security, featuring a new SecOps dashboard for monitoring compliance and security controls [9] - VCF 9.0 supports the latest confidential computing technologies, allowing organizations to deploy secure workloads across diverse infrastructures [9] Customer Outcomes - Customers report significant operational improvements, such as a 70% reduction in IT manual tasks through automation and a 25-30% decrease in power consumption and costs due to increased server performance [2][10] - The platform enables faster deployment of applications and security patches, enhancing overall business resilience [2][10] Advanced Services - VCF 9.0 includes advanced services that accelerate innovation in private cloud environments, providing tools similar to those available in public cloud [11] - New solutions such as VMware Private AI Foundation and VMware Live Recovery enhance capabilities for AI workloads and disaster recovery [13][14] Partner Ecosystem - Broadcom collaborates with partners like AMD, Microsoft, and Intel to enhance the performance and security of VCF 9.0, ensuring it meets the evolving needs of enterprises [12][14]