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交银国际:首予三生制药(01530)“买入”评级 目标价27港元
智通财经网· 2025-06-20 01:34
Core Viewpoint - Company is expected to achieve a revenue and net profit CAGR of 10% and 15% respectively from 2024 to 2026, driven by the sustained growth of existing major products like Tebiou and Mandi, as well as the rapid market entry of new products [1] Group 1: Existing Core Products - The competitive landscape for the core product Tebiou is favorable, with expectations for continued sales performance exceeding forecasts [2] - Tebiou is the only drug approved for the CIT indication globally, with potential to replace IL-11 class competitors and increase market share [2] - The sales CAGR for Tebiou is projected to reach 11% from 2024 to 2026, with a long-term sales peak expected to reach 7 billion RMB [2] Group 2: Mandi's Growth Potential - Mandi is anticipated to maintain sales growth over a long period, with a peak expected to reach 2.5 billion RMB [3] - The growth is driven by a large and increasingly younger population suffering from hair loss, as well as a dual-channel marketing strategy enhancing brand recognition [3] - The introduction of new products like Winlevi® and semaglutide is expected to leverage Mandi's established brand and commercialization channels for rapid market entry [3] Group 3: Innovation Pipeline - The company is on the verge of a product innovation phase, with 30 products in the pipeline as of Q1 2025, 12 of which are expected to be approved in China by 2025-2027 [4] - The focus is on rapid iteration in key therapeutic areas such as hematology, oncology, autoimmune diseases, and metabolic disorders [4] - A significant licensing agreement with Pfizer for the self-developed PD-1/VEGF dual antibody SSGJ-707, with a total transaction value of up to 6.05 billion USD, underscores the company's drug development capabilities [4]
ADC Therapeutics Announces Updated Data from LOTIS-7 Clinical Trial Presented at the European Hematology Association 2025 Congress
Prnewswire· 2025-06-12 10:30
ZYNLONTA® in combination with glofitamab (COLUMVI®) in patients with r/r DLBCL demonstrated clinically meaningful benefit with overall response rate (ORR) of 93.3% and a complete response (CR) rate of 86.7% across 30 efficacy evaluable patients25 of 26 patients achieving CR remained in CR as of the data cut-offInitial data show the combination is generally well tolerated with a manageable safety profileCompany expanding enrollment for LOTIS-7 to 100 patients at 150 µg/kg doseCompany to host conference call ...
TG Therapeutics to Participate in the Goldman Sachs 46th Annual Global Healthcare Conference
Globenewswire· 2025-06-06 11:30
Fireside chat scheduled for Tuesday, June 10, 2025, at 10:40am ET.NEW YORK, June 06, 2025 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX) today announced that Michael S. Weiss, the Company’s Chairman and Chief Executive Officer, will participate in the Goldman Sachs 46th Annual Global Healthcare Conference, being held in Miami, FL on June 9-11, 2025. The fireside chat is scheduled to take place on Tuesday, June 10, 2025, at 10:40am ET. A live webcast of the fireside chat will be available on the Ev ...
TG Therapeutics to Participate in the Jefferies Global Healthcare Conference
Globenewswire· 2025-06-02 12:00
Fireside chat scheduled for Wednesday, June 4, 2025, at 12:50pm ETNEW YORK, June 02, 2025 (GLOBE NEWSWIRE) -- TG Therapeutics, Inc. (NASDAQ: TGTX) today announced that Michael S. Weiss, the Company’s Chairman and Chief Executive Officer, will participate in the Jefferies Global Healthcare Conference, being held at the Marriott Marquis, in New York City on June 3-5, 2025. The fireside chat is scheduled to take place on Wednesday, June 4, 2025, at 12:50 PM ET. A live webcast of the fireside chat will be avail ...
Alkermes Highlights Data From Psychiatry Portfolio at Spring 2025 Scientific Conferences
Prnewswire· 2025-06-02 11:00
Group 1 - Alkermes plc presented research at key scientific conferences related to its psychiatry products LYBALVI® and ARISTADA® during Mental Health Awareness Month in May 2025 [1][2] - The company aims to advance patient care and contribute to the body of evidence in neuro-psychiatry, particularly for schizophrenia and bipolar I disorder [2][50] - The presentations included analyses of lipid and glycemic profiles, safety, tolerability, and treatment effects of LYBALVI and ARISTADA across various patient subgroups [5][9] Group 2 - The conferences where Alkermes presented included the American Association of Psychiatric Pharmacists (AAPP), Neuroscience Education Institute (NEI) Spring Congress, and the American Psychiatric Association (APA) among others [4][5] - Specific findings from the presentations included the effects of LYBALVI on negative symptoms of schizophrenia and the efficacy of ARISTADA in patients with varying severity of illness [5][9] - The company highlighted the importance of these findings in understanding treatment patterns and healthcare resource utilization for patients with schizophrenia and bipolar I disorder [5][9] Group 3 - LYBALVI is a once-daily oral atypical antipsychotic approved for treating adults with schizophrenia and bipolar I disorder, combining olanzapine and samidorphan [9][50] - ARISTADA is an injectable atypical antipsychotic approved for the treatment of schizophrenia in adults, available in multiple dosing options [28][50] - Alkermes is focused on developing innovative medicines in neuroscience, with a portfolio addressing alcohol dependence, opioid dependence, schizophrenia, and bipolar I disorder [50]
New two-year follow-up of Roche's Columvi extends overall survival in relapsed or refractory diffuse large B-cell lymphoma patients
GlobeNewswire News Room· 2025-05-23 05:00
Core Insights - Roche announced two-year follow-up data from the phase III STARGLO study, showing a 40% improvement in overall survival for patients treated with Columvi® (glofitamab) in combination with gemcitabine and oxaliplatin (GemOx) compared to MabThera®/Rituxan® (rituximab) plus GemOx [1][4] Group 1: Study Results - The median follow-up was 24.7 months, with overall survival not reached for the Columvi combination, while it was 13.5 months for the R-GemOx group [1] - The Columvi combination demonstrated a 59% reduction in the risk of disease progression or death (hazard ratio = 0.41, 95% confidence interval: 0.29–0.58) [2] - Among patients achieving complete remission (CR) at the end of treatment, 89% were alive and 82% maintained remission one year post-treatment [2][4] Group 2: Treatment Implications - Columvi is approved in over 30 countries for patients with relapsed or refractory diffuse large B-cell lymphoma (DLBCL) who are not candidates for autologous stem cell transplant [3] - The combination of Columvi and GemOx has been added to the National Comprehensive Cancer Network Clinical Practice Guidelines as a category 1 preferred recommendation for second-line DLBCL treatment [3] - There is an urgent need for rapidly available treatments for DLBCL, as many patients do not have access to the latest therapies [2][9] Group 3: Safety and Efficacy - The safety profile of the Columvi combination remained consistent with previous analyses, with a higher rate of adverse events observed, including cytokine release syndrome, which was generally low grade [2][4] - Patients receiving the Columvi combination had a higher median number of treatment cycles (11 versus 4) due to disease progression in the R-GemOx arm [2] Group 4: Company Strategy - Roche is focused on developing tailored treatment options for blood cancers, including the CD20xCD3 bispecific antibody program, which includes Columvi and Lunsumio® [5][7] - The company is also investigating Columvi in combination with other therapies for previously untreated DLBCL in ongoing studies [8]
新品发布科技创新 2025中国美博会一线观察
新华网财经· 2025-05-19 09:38
5月12日,第29届CBE中国美容博览会(以下简称美博会),在上海开幕。本届美博会以"全 球新品,首发上海"为年度主题,迎来全球40+国家及地区的3200+家化妆品企业参展,覆盖 24个大品类、119个细分品类, 10000+美妆品牌,80000+美妆新品、爆品、科技成果亮 相,引领美妆产业新浪潮。 新品发布 原料创新 美博会作为美妆类盛会成为众多品牌的新品首发地,国内外品牌纷纷携新品亮相,带来最新 前沿产品。 独家原创成分是品牌构建差异化壁垒的关键手段。养生堂YOSEIDO在本次美博会上带来专研 的核心成分逆时因FerSivi®,该原创成分利用生物发酵技术,突破了高等真菌发酵及应用难 题,品牌方介绍,逆时因FerSivin®是经过数万次实验验证,从40余株白桦茸(即桦褐孔菌) 中,发现YST02这株高等真菌,并经过生物发酵技术所得。YST02作为高等真菌,是养生堂 YOSEIDO独家非商业菌种,已获发明专利。 麦吉丽带来一款全肤质适用的时光三部曲的礼盒,"这款礼盒包含三款产品,精粹平衡水清爽 和好吸收,含有高浓度的保湿因子。雪白瓶美白淡斑精华,添加专利成分Mage-White、光 感因子,可以让皮肤更加白皙 ...
IOVA INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Iovance Biotherapeutics, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
GlobeNewswire News Room· 2025-05-16 20:00
Core Viewpoint - A class action lawsuit has been filed against Iovance Biotherapeutics, Inc. for alleged violations of federal securities laws, following a significant decline in the company's financial performance and misleading statements made to investors [1][2][3]. Financial Performance - Iovance reported a total product revenue of $49.3 million for Q1 2025, down from $73.7 million in the previous quarter [4]. - The company's full fiscal year 2025 revenue guidance was reduced from $450 million - $475 million to $250 million - $300 million, representing a reduction of over 40% at the midpoint [4]. Allegations - The lawsuit claims that Iovance's executives provided overly positive statements while concealing material adverse facts about the company's growth potential and its ability to meet demand for its treatments [3]. Legal Proceedings - Investors who purchased Iovance securities between May 9, 2024, and May 8, 2025, are encouraged to join the class action lawsuit, with a deadline to request lead plaintiff status by July 14, 2025 [2][5]. Representation - Bronstein, Gewirtz & Grossman, LLC represents investors on a contingency fee basis, meaning they will only collect fees if the case is successful [6][7].
IOVANCE ALERT: Bragar Eagel & Squire, P.C. is Investigating Iovance Biotherapeutics, Inc. on Behalf of Iovance Stockholders and Encourages Investors to Contact the Firm
GlobeNewswire News Room· 2025-05-14 01:00
Group 1 - Iovance Biotherapeutics reported a significant decline in first quarter 2025 product revenue, totaling $49.3 million compared to $73.7 million in the previous quarter [2] - The company revised its full fiscal year 2025 total product revenue guidance from a range of $450 million - $475 million to $250 million - $300 million, indicating a reduction of over 40% at the midpoint [2] - The revenue guidance revision was attributed to recent launch dynamics of the T cell immunotherapy, Amtagvi® (lifileucel), which was launched in the U.S. in the first half of 2024 [2] Group 2 - Following the announcement of the financial results and guidance revision, Iovance's stock experienced a drop on unusually heavy trading volume [2] - Bragar Eagel & Squire, P.C. is investigating potential claims against Iovance on behalf of stockholders regarding possible violations of federal securities laws and unlawful business practices [1]
Ultragenyx Reports First Quarter 2025 Financial Results and Corporate Update
GlobeNewswire News Room· 2025-05-06 20:01
Core Insights - Ultragenyx Pharmaceutical Inc. reported total revenue of $139 million for Q1 2025, reflecting a 28% increase compared to Q1 2024, with Crysvita revenue at $103 million, a 25% increase year-over-year [4][8] - The company reaffirmed its 2025 financial guidance, projecting total revenue between $640 million to $670 million, with Crysvita revenue expected to be between $460 million to $480 million, and Dojolvi revenue between $90 million to $100 million [10][12] - The investigational treatment UX111 for Sanfilippo syndrome is on track for a Biologics License Application (BLA) action date set for August 18, 2025 [14] Financial Performance - Total revenues for Q1 2025 were $139 million, up from $108.8 million in Q1 2024, with significant contributions from Crysvita and Dojolvi [3][4] - Crysvita's product sales in Latin America and Türkiye reached $55 million, marking a 52% increase compared to the previous year [4][5] - Operating expenses totaled $282 million in Q1 2025, with research and development costs at $165.8 million [6][7] Net Loss and Cash Position - The net loss for Q1 2025 was $151 million, or $1.57 per share, an improvement from a net loss of $171 million, or $2.03 per share, in Q1 2024 [8][9] - As of March 31, 2025, the company had cash, cash equivalents, and marketable securities totaling $563 million, down from $745 million at the end of 2024 [9][29] Clinical Developments - The company is progressing with multiple clinical trials, including UX143 for osteogenesis imperfecta and GTX-102 for Angelman syndrome, with key interim analyses expected in mid-2025 [10][11] - The Phase 3 study for DTX401 is anticipated to submit a BLA in mid-2025, following positive results from the GlucoGene study [15][16] Strategic Focus - Ultragenyx aims to manage expenses while prioritizing investments in upcoming commercial launches and advancing multiple Phase 3 programs, which is expected to reduce net cash used in operations in 2025 compared to 2024 [10][12]