三生国健 20250627 摘要 2024 年公司研发投入达 5.4 亿元，因产品临床推进加速，现金储备 33 亿元，资金稳健。聚焦自免领域，管线数量增至 22 个，重点布局高发 病率及临床解决方案不足的自免疾病，目标未来五年内每年至少一到两 个产品提交 NDA 申报。 2025 年是数据读出大年，8 个产品将进入下一阶段，包括 2 个产品推 进到二期临床，5 个产品的相关适应症推进到三期临床，以及 1 个产品 推进到 NDA 状态，保障每年有一到两个产品提交 NDA 申报。 白介素 17A 产品（608）银屑病适应症已提交 NDA，强直性脊柱炎和 放射性阴性脊柱炎适应症将于 2025 年推进到三期临床。有效性方面， 核心指标改善超 90%，且持续缓解率高；安全性方面，Ada 发生率低于 2%。 伊赛普面临招标和指标压力，预计今年三款已上市产品仍将实现个位数 增长。白介素-17 产品预计 2025 年获批，计划 2024 年 Q4 组建销售团 队，竞争优势在于疗效、低不良反应率和 Q8W 给药方案。 Q&A 2024 年公司整体业绩表现如何，主要增长来源和利润构成是怎样的？ 2024 年公司营业收入达到 11 ...

证券分析师：陈曦炳 0755-81982939 chenxibing@guosen.com.cn S0980521120001 证券分析师：彭思宇 0755-81982723 pengsiyu@guosen.com.cn S0980521060003 请务必阅读正文之后的免责声明及其项下所有内容 摘要 证券研究报告 | 2025年06月17日 创新药盘点系列报告（22） ——IBD治疗领域存在未满足的需求，关注新靶点、新机制 行业研究 · 行业专题 医药生物 · 生物制品 投资评级：优于大市（维持评级） 证券分析师：马千里 010-88005445 maqianli@guosen.com.cn S0980521070001 请务必阅读正文之后的免责声明及其项下所有内容 2 ◼ IBD治疗领域存在未满足的需求。美国及欧洲5国适用于生物制剂治疗的中重度患者人群总计~230万人（CD/UC分别~100/~130万人）， 患者人群体量对标AD/特应性皮炎（~280万人）及PsO/银屑病（~240万人）；IBD具有复发-缓解交替特点，患者常出现黏膜损伤、肠 腔狭窄、瘘管、肛周病变等并发症，最终仍有相当比例患者需接受手术 ...

Absci (ABSI) FY Conference June 09, 2025 08:40 AM ET Speaker0 Good morning. I'm Sean McLean, the founder and CEO of Abzai. We're a generative AI drug creation company looking to use generative design, solve some of the toughest problems in biology that still exist, to ultimately get differentiated assets to patients faster. We've always been a data first company. Our original technology was scaling protein protein interactions, going from screening thousands of antibodies to millions. And we've leveraged th ...

Teva Pharmaceutical Industries (TEVA) 2025 Conference June 04, 2025 09:20 AM ET Speaker0 Good morning. Welcome to the Jefferies Healthcare Conference in New York, day one. My name is Dennis Thing, biotech analyst, here at Jefferies. I have the great pleasure of having Teva here with us. Welcome. So maybe to I think there's a little bit of feedback, but maybe just help level set us in terms of where the business is right now and how the business has evolved over the last several years and some of the investm ...

Spyre Therapeutics Inc (SYRE) 2025 Conference June 04, 2025 08:10 AM ET Speaker0 Alrighty. Good morning, everyone. Really appreciate you joining us. My name is Akash Jawari. I am a pharma and biotech analyst here at Jefferies and this is day one of our wonderful New York Healthcare Conference. I've got Cameron from Spire. Cameron, why don't I hand it off to you for some brief introductory remarks and then we'll get started with the Q and A. Speaker1 Sounds good. Thanks for having me as always. So the the br ...

Group 1 - Spyre Therapeutics is a clinical-stage biotechnology company focused on developing advanced treatments for Inflammatory Bowel Disease (IBD) and other immune-mediated diseases through innovative antibody engineering and therapeutic combinations [1][2] - The company will participate in two upcoming investor conferences: Jefferies Global Healthcare Conference on June 4, 2025, and Goldman Sachs 46th Annual Global Healthcare Conference on June 9, 2025 [1] - Live audio webcasts and replays of the investor events will be accessible on Spyre's investor events website [1] Group 2 - Spyre's product pipeline includes extended half-life antibodies targeting α4β7, TL1A, and IL-23, indicating a strong focus on next-generation therapies for IBD and immune-mediated diseases [2] - The company emphasizes a combination of best-in-class antibody engineering and dose optimization in its research and development efforts [2]

21世纪经济报道记者韩利明上海报道 日前，全球仿制药巨头梯瓦（Teva）在2025年第一季度财报电话会议中，披露了向领先生物制药公司转 型的规划，目标是在对业务增长及产品管线再投资后，到2027年实现约7亿美元净节省，同时抵消来那 度胺（瑞复美、Revlimid）仿制药的利润损失，实现30%营业利润率。 同时，梯瓦也在加快推进某些关键管线资产的开发，包括在炎症性肠病治疗领域，抗TL1A 药物 duvakitug于克罗恩病和溃疡性结肠炎的 2b 期临床试验中取得积极结果；奥氮平LAI 计划于2025年提交 新药申请（NDA）；DARI双效哮喘急救吸入器预计2025年完成Ⅲ期临床试验入组，2026年有望迎来Ⅲ 期关键数据读出。 从区域市场表现来看，美国市场依然是梯瓦的业绩核心。2025年第一季度，其美国部门收入19.1亿美 元，同比增长10.72%，占总营收的48.97%；利润达5.32亿美元，同比增幅高达52%，毛利率从49.8%提 升至55.4%。 其中包括三项举措，一是借助业务中心、人工智能与数字化手段，减少层级，提升灵活性、速度与精准 度，使一般及行政费用占比降低 100 个基点；二是精减人员，计划裁员约 ...

Xencor (XNCR) Update / Briefing April 29, 2025 05:00 PM ET Speaker0 Welcome to today's R and D call hosted by Xencor. At this time, all participants are in a listen only mode. After the speakers' presentation, we will conduct a question and answer session. I will now turn the call over to your host, Charles Lyles, Senior Director of Corporate Communications and Investor Relations. Speaker1 Thank you, and good afternoon. Earlier today, we issued a press release announcing positive interim results from our Ph ...