大会概况 - "2025中国科创领袖大会暨科创板开市六周年"在松江举办 包含9场主旨演讲 2场圆桌对话 2大平行分论坛 超80位科创板领军企业家及投资人参与 观众近千人 [2] - 大会聚焦政策 科技创新 产业发展等前瞻性对话 推动科技创新与资本市场深度融合 助力新质生产力发展 [2] 科创板发展成果 - 科创板开市六周年 已诞生589家上市公司 总市值超7.5万亿元 成为新质生产力"主阵地" [22] - 科创板聚焦服务"硬科技" 推动"科技-产业-资本"高水平循环 支撑科技强国战略及上海"五个中心"建设 [5] - 科创板在制度建设 产业聚焦和研发强度方面初具规模 但存在市值分散 退市率偏低等结构性问题 [7] 松江区产业发展规划 - 松江聚焦智能终端 智算服务 卫星互联网引领的新一代信息技术和新能源设施 仪器仪表为代表的高端装备两个千亿级主导产业 [4] - 推进先进材料 生命健康 时尚消费品 文旅影视四个百亿级重点产业 [4] 半导体与AI领域发展 - 芯原股份从中国半导体IP龙头成长为ASIC龙头 在汽车智驾应用领域找到新蓝海 [9] - 中控技术构建"1+2+N"工业AI驱动的智能工厂新架构 为流程工业智能化提供全栈支撑 [9] - DSA（领域专用架构）是未来十年芯片技术突破的核心 RISC-V被认为是DSA的创新底座 [20] - AI推动语音交互升级 在智能家居实现低延迟 噪声消除等功能 未来将向车内空间拓展 [20] 生物科技与医药创新 - 华熙生物从透明质酸领先全球 向糖生物学 细胞生物学 再生医学的抗衰组学战略升级 [10] - 百利天恒提出跨国药企需具备全球领先的早期研发能力 全球临床开发能力 全球药品供应能力和全球商业化能力 [12] 数据安全与AI融合 - 数据上升为国家核心战略资源 数据与AI深度融合使"可信 可控 安全"的数字底座建设成为时代刚需 [12] 并购重组市场趋势 - 当前并购重组以上市公司寻找第二增长曲线 进行产业链重塑为主 更注重业务协同性 [15] - 半导体芯片 生物医药 新材料等新兴战略产业通过并购重组整合产业链 获取核心技术 [15] 企业出海新趋势 - 中国企业出海正从成本优势转向技术优势 从单一产品输出转向生态体系输出 从被动适应规则转向主动参与标准制定 [17] - 金山办公通过构建海外节点和架构 解决中资企业出海的数据安全等问题 [17] - 汇成股份认为让外国企业"走进来"也是一种出海方式 境内企业已在芯片设计 晶圆代工 封装测试多个环节形成赶超态势 [17] 集成电路产业发展 - 国内企业在单一产品研发上表现出色 但缺乏统一技术协议与标准 制约产业规模化发展 [20] - 多家硬科技企业展示核心技术成果 涵盖半导体 医疗设备与人工智能三大方向 呈现国产替代特征与工程化验证趋势 [21]

In the short term, Moderna (MRNA 0.41%) looks like a bad bet. It's coming off of the momentum of its COVID-19 vaccine, and doesn't have a lot of new ammo ready yet to expand in new directions. I think the stock might stay low for quite a while. But, if its pipeline of new products comes into play, including work on new treatments in oncology, then Moderna stock -- down 74% in the year ending July 21 -- might have some great long-term potential. In 2022, Moderna had over $19 billion in revenue. In 2024, that ...

文章核心观点 - 公司公布疱疹病毒解旋酶 - 引物酶抑制剂候选药物ABI - 5366和ABI - 1179的1a期临床和临床前数据，有望为复发性生殖器疱疹患者带来创新治疗方案 [1][2] 公司产品进展 - ABI - 5366和ABI - 1179处于复发性生殖器疱疹1b期临床评估，预计2025年秋季公布中期数据 [1][2] - 1a期临床研究显示两药在健康参与者中安全性和药代动力学良好，支持进入1b期评估 [2] - ABI - 1179的1a期临床数据首次科学展示，无显著食物影响且公布非盲安全性数据 [2] 会议展示情况 STI & HIV 2025世界大会 - 两个海报展示ABI - 5366和ABI - 1179在健康参与者1a期研究中的安全性和药代动力学特征 [2] - 额外海报回顾ABI - 5366临床前研究，并提供美国生殖器疱疹患病率和治疗模式回顾性分析的额外方法 [3] 第49届国际疱疹病毒研讨会 - 一个海报和一个口头报告描述ABI - 5366和ABI - 1179临床前特征，包括健康参与者1a期研究的中期安全性和药代动力学数据 [4] 产品相关信息 - ABI - 5366和ABI - 1179为全球未获批的研究性候选产品，安全性和有效性未确立，ABI - 1179由吉利德贡献 [9] 行业背景 - 生殖器疱疹由疱疹病毒引起，美国和英法德意西英超四百万人受影响，现有治疗仅部分有效，25年欧美无新药获批 [10] - 疱疹病毒解旋酶 - 引物酶抑制剂靶向病毒酶复合物，临床验证机制显示优于现有标准治疗 [11] 公司介绍 - 公司致力于开发创新小分子疗法治疗严重病毒疾病，改善患者生活 [12]

– Phase 1a clinical data in healthy participants presented for both ABI-5366 and ABI-1179, novel long-acting herpes simplex virus helicase-primase inhibitor candidates – – Preclinical data and U.S. genital herpes prevalence and treatment patterns also highlighted – – Interim proof-of-concept Phase 1b data in participants with recurrent genital herpes expected for both candidates in fall 2025 – SOUTH SAN FRANCISCO, Calif., July 26, 2025 (GLOBE NEWSWIRE) -- Assembly Biosciences, Inc. (Nasdaq: ASMB), a biotech ...

Sarepta Therapeutics发布澄清公告：8岁儿童的死亡与本公司基因疗法Elevidys无关。 6月18日已经向美国食品药品管理局（FDA）通报了这起事故。 ...

NEW YORK, July 25, 2025 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating CARGO Therapeutics, Inc. (NASDAQ: CRGX) related to its sale to Concentra Biosciences, LLC for $4.379 in cash per CARGO share, plus one non- ...

SAN DIEGO, July 25, 2025 (GLOBE NEWSWIRE) -- Calidi Biotherapeutics, Inc. (“Calidi” or the “Company”) (NYSE American: CLDI), a clinical-stage biotechnology company pioneering the development of targeted therapies with the potential to deliver genetic medicines to distal sites of disease, announced today that it will effect a reverse stock split of its outstanding shares of common stock at a ratio of 1-for-12 (the “Reverse Stock Split”). The Company’s common stock is expected to commence trading on a split-a ...

NEW YORK, July 25, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Capricor Therapeutics, Inc. ("Capricor" or the "Company") (NASDAQ: CAPR) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Capricor investors who were adversely affected by alleged securities fraud between October 9, 2024 and July 10, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/capricor-therape ...

NEW YORK, July 25, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Rocket Pharmaceuticals, Inc. ("Rocket" or the "Company") (NASDAQ: RCKT) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Rocket investors who were adversely affected by alleged securities fraud between February 27, 2025 and May 26, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/rocket-pharmaceuti ...

NEW YORK, July 25, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Alto Neuroscience, Inc. ("Alto Neuroscience, Inc." or the "Company") (NYSE: ANRO) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Alto Neuroscience, Inc. investors who were adversely affected by alleged securities fraud. This lawsuit is on behalf of a class consisting of all persons and entities that purchased or otherwise acquired: (a) Alto common stock pursuant a ...