欢迎各位投资者参加华安医药联合录影中举办的夏季线上策略会本场会议主持人是华安医药首席唐国超老师本场是上市公司智云健康的交流很荣幸能够邀请到了公司领导CFO许总和IR李总来跟我们一起交流我们本场交流主要分为公司介绍和问答环节两个部分首先有请公司领导李总用20到30分钟的时间 对公司的一个新情况最新进展等做一个讲解有请公司领导好的 谢谢怀恩医药的李老师那我们就开始先做公司的介绍 那先跟大家讲一下那均匀健康呢是现在中国最大的这个数字化慢病管理的平台那我们公司业务呢是从2014年就是公司成立然后从2016年正式的开始进入慢病管理这个这个2B的这个行业来开始做的 那大家可以看到这张图呢就主要跟大家展示了我们现在的商业模式其实一句话来概括的话呢就是我们通过了两个SaaS的平台一边是医院的一个医会慢病管理SaaS一个是药店的药店问诊SaaS通过这两个平台呢一边粘住了医院一边粘住了药店也增加了这个整个的医疗就慢病管理相关的参与方的这个粘性提高了整个生态的这个医疗生态的效率 那么我们呢其实从这张图上我们可以这个分板块来讲那首先呢就是我们最大的一个板块是收入占比超过75%以上的就是我们的院内解决方案就是医院相关的这个板块那么 我 ...

Summary of the Conference Call for 康方生物 (Kangfang Biologics) on May 24, 2024 Industry and Company Overview - The conference call focused on 康方生物, a biopharmaceutical company specializing in innovative therapies, particularly in the oncology sector. Key Points and Arguments EGFR TKI Resistance ASOO Data 1. The overall survival (OS) trend lines presented were distinct and impressive, marking 康方生物 as the only company to achieve positive results in this area [1] 2. The company demonstrated excellent control over brain metastases, with enrolled patients reflecting real-world scenarios [1] 3. 80% of enrolled patients were resistant to third-generation EGFR TKIs, with all subgroup analyses yielding strong results [1] 4. The hazard ratio (HR) reported was the best at 0.46, which is critical data from the Phase III controlled trial. In comparison, 信达's orient-31 had an HR of 0.51, and checkmate (without Bevacizumab) had an HR of 0.75 [1] Future Clinical Development 1. Upcoming results from head-to-head studies with K drugs are expected soon, which will better illustrate the advantages over K drugs. The resistance to third-generation EGFR TKIs is just an initial step, with ongoing trials planned for future indications [1] 2. The company has developed its own ADC platform, with plans to enter IND in Q3. The dual antibodies NECTIN-4 ADC and TROP2 ADC are set to enter IND next year, with a focus on dual antibody combinations as a future goal [1] 3. An innovative product for psoriasis is also expected to enter clinical trials in the second half of the year [1] Commercialization Outlook 1. The commercialization of AK104 is progressing well, indicating a strong commercial platform and positive clinical experiences with low toxicity [1] 2. There is high anticipation among doctors for AK112, with initial prescriptions expected shortly. The product has already been used by 2,000 patients in clinical settings, contributing to a positive reputation among physicians and ensuring effective commercialization [1] Additional Important Content - The company emphasized the robustness of its dual antibody platform and the positive clinical experiences that support its commercialization efforts [1]

Summary of the Conference Call Company and Industry Involved - The conference call involved Huayi Brothers and the health industry, specifically focusing on the collaboration with Le Yuan Zhong. Core Points and Arguments - The meeting was hosted by Huayi Brothers' analyst, Qin Jiawei, indicating a focus on strategic insights for investors [1]. - Julia, presumably a key executive, was invited to provide a business update, suggesting a significant emphasis on operational performance and future strategies [1]. Other Important but Possibly Overlooked Content - The presence of investment leaders from the health sector indicates a potential interest in cross-industry collaboration and investment opportunities [1]. - The format of the meeting suggests an interactive approach, allowing for direct engagement between investors and company representatives, which may enhance transparency and investor confidence [1].

Summary of Conference Call Company and Industry Involved - The conference call was organized by CITIC Securities Co., Ltd. to assist a listed company in a whitelist meeting, limited to invited guests [1] Core Points and Arguments - The content of the meeting does not constitute investment advice under any circumstances [1] - Participants are advised to fully understand various investment risks and make investment decisions based on their own situations, bearing the investment risks independently [1] Other Important but Possibly Overlooked Content - The meeting emphasizes the importance of individual responsibility in investment decisions [1]

Company and Industry Summary Company Overview - The meeting was initiated by inviting the CEO to provide an overview of the company's various business segments and share insights on the previous year's performance [1] Core Insights and Arguments - The CEO expressed gratitude for the attendees' participation in the exchange meeting, indicating a focus on transparency and communication regarding the company's status and future outlook [1] Additional Important Content - The discussion included a brief recap of the previous year's performance, although specific financial metrics or growth percentages were not detailed in the provided excerpt [1]

Summary of Conference Call Company/Industry Involved - The conference call involves 康康生物 (KangKang Biotech) and the 健体研究会 (Health Research Association) [1] Core Points and Arguments - The call was initiated by Dr. Xia from 康康生物, confirming that all participants could hear him [1] - Dr. Xia expressed concern about the audio quality due to the use of a mobile phone during the call [1] Other Important but Possibly Overlooked Content - The introduction of the call indicates a collaborative effort between 康康生物 and the 健体研究会, suggesting a focus on health-related research and potential developments in the biotech sector [1]

大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后我们跟大总已经在线了还有一个李博应该马上也播录了待会介绍的时候就是大总李博好吗 大家好欢迎参加康方生物进化交流电话会议下面开始布报名字声声明布报完毕后主持人可直接开始发言本次会议为中信剑投证券股份有限公司中信剑投协助上市公司组织的白名单会议仅限受邀嘉宾参会本次会议内容在任何情形下都不构成对会议参加者的投资建议敬请会议参加者充分了解各类投资风险根据自身情况自主做出投资决策并自行承担投资风险 未经中性箭头和演讲嘉宾许可任何机构和个人不得以任何形式将会议内容和相关信息对外公布、转发、转载、传播、复制、编辑、修改等如有上述违法行为中性箭头保留追究相关方法律责任的权利各位好 各位好 我是那个康康生物的夏博士 我想看看你们是不是都能听得到我说话因为我也是在一个就是会议上就是上来拿着手机在打电话我怕你们听不到都能听到吧夏伯春您好我是建筑研究会非常清楚好呀那太 ...

本次电话会议仅服务于长江证券研究所白名单客户未经长江证券事先书面许可任何机构或个人不得以任何形式对外公布、复制、刊载、转载、转发、引用本次会议相关内容否则由此造成的一切后果及法律责任由该机构或个人承担长江证券保留追究其法律责任的权利 各位投资者晚上好我是长江城的高超今天给各位领导汇报一下我们关于细分的互联网领域的一个持续的跟踪我们之前也提到过我们现在每周固定是打造三档栏目周二晚上是AI的黄金档 对于整个AI的这个技术变革以及应用端进行一个持续的跟踪周三是MR的超声波这个栏目的话主要是针对技术硬件跟软件端的一个布局进行演讲那周四晚上或者是周天晚上的这档栏目的话就是对整个传媒互联网细分的一些赛道包括我们前期对于这个电影票房对于广告的一个这个复苏对于游戏短剧等等不同的领域它的一个跟踪 那互联网的话也是近期大家看到这前一周跟这一周来看的话是整个互联网整个一级报业绩的一个密集的这个发布期所以这一期的话我们就是只对我们重点跟踪的篇内容赛道的一些互联网厂商他们的一级报进行一个简单的这个综述跟热点的一个提取整体来看的话我们是认为整体表现的话的亮点主要体现在三个方面 一个方面是来自于在相对而言比较高渗透率高基数的情况下整个运营 ...

Summary of Conference Call Company/Industry Involved - The conference call was conducted by Guosen Securities, specifically targeting professional institutional clients or invited guests [1] Core Points and Arguments - The content of the meeting represents personal opinions and does not constitute investment advice for any individual [1] - Participants are advised to fully understand various investment risks and make independent investment decisions based on their own circumstances [1] - Recording or filming of the meeting is prohibited [1] Other Important but Possibly Overlooked Content - Emphasis on the importance of understanding investment risks highlights the cautious approach the company advocates for its clients [1] - The exclusivity of the meeting to professional clients suggests a focus on sophisticated investors, which may indicate the complexity of the topics discussed [1]

女士们先生们欢迎大家参加我们的全年业绩沟通会今天我们会在香港现场以及线上举办这一次的沟通会我叫Charlotte 那我是负责联想的全球沟通工作那我将会主持今天的会议那在香港的话呢我们有管理层参加现场的会议我将会一一介绍首先呢就是我们的主席和CEO杨源庆我们的王伟民先生EVP CFO Ken Wong是我们的EVP以及SSG的总裁Cat Galgan是我们的EVP以及负责ISG的总裁Luca Rossi也是我们的SVP以及负责我们IDG的总裁以及社交Bionic他是我们的SVP以及负责摩托罗拉以及移动BG的总裁 下面我们有请主席和CEO来去说几句然后会把时间交给CFO之后会有一个问答的环节然后我们先有请CFO与主席先生发言大家好感谢参加联想集团 2023-2024财年第四季度季全年业绩沟通会我很高兴向大家报告自第三财季恢复营业额年比年增长和盈利能力既比既改善以来联想在第四财季的增速更加启人我们不但成功从行业低谷走出而果断把握住了混合式人工智能带来的巨大机遇 这些都让我们对于新财年的前景保持乐观态度首先分享一下我们在第四季度的强劲表现我们不但所有的主营业务全部恢复年比年增长推动集团总体营业额提高了接近10%我们的 ...