Biotech

搜索文档
Genmab A/S (GMAB) Scores FDA Breakthrough for Rina-S
Yahoo Finance· 2025-09-11 23:14
In this article, we will be taking a look at the 11 Best Performing Biotech Stocks So Far in 2025. Genmab A/S stands fifth among them. Genmab A/S (NASDAQ:GMAB) is strengthening its position as a global leader in antibody-based therapies with both commercial successes and late-stage clinical progress in 2025. The company currently markets therapies such as Tivdak for cervical cancer and Epkinly for lymphoma, while advancing a robust pipeline targeting high-need oncology indications. A key milestone this y ...
Metsera, Inc. (MTSR)’s MET-233i Shows 8% Weight Loss in Phase 1
Yahoo Finance· 2025-09-11 23:14
In this article, we will be taking a look at the 11 Best Performing Biotech Stocks So Far in 2025. Metsera, Inc. is one of them. Metsera, Inc. (NASDAQ:MTSR), a clinical-stage biotech based in New York, is emerging as an innovative player in obesity and metabolic disease treatments. The company develops next-generation injectable and oral hormone analog peptides designed for potency, scalability, and improved patient adherence. In 2025, Metsera, Inc. (NASDAQ:MTSR)’s lead candidate, MET-233i, an ultra-long ...
Royalty Pharma plc (RPRX) Commits $300M to Zenas’ Obexelimab Program
Yahoo Finance· 2025-09-11 23:13
In this article, we will be taking a look at the 11 Best Performing Biotech Stocks So Far in 2025. Royalty Pharma plc is one of them. Royalty Pharma plc (NASDAQ:RPRX) tops our list for being one of the best performing stocks. It is a leading biopharmaceutical royalty company that invests in innovative drug products, partnering with biotech firms, pharmaceutical companies, and research institutions to fund late-stage clinical trials and new product launches in exchange for future royalty earnings. In Q2 2 ...
Soleno Therapeutics (SLNO) Loses 26% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
ZACKS· 2025-09-11 22:36
A downtrend has been apparent in Soleno Therapeutics, Inc. (SLNO) lately with too much selling pressure. The stock has declined 26% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock i ...
Absci joins Oracle and AMD for AI-led drug discovery (ABSI)
Seeking Alpha· 2025-09-11 20:30
Absci (NASDAQ:ABSI) on Thursday announced a collaboration with Oracle Cloud Infrastructure (NYSE:ORCL) and AMD (NASDAQ:AMD) to accelerate its AI-driven drug discovery efforts. As part of the partnership, the Vancouver, Washington-based biotech will use Oracle’s (NYSE:ORCL) AI infrastructure and AMD’s ( ...
中国医疗保健 - 对《纽约时报》有关中国生物技术文章的初步看法-China Healthcare-Initial Thoughts on NYT Article on Chinese Biotech
2025-09-11 20:11
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 September 10, 2025 01:20 PM GMT China Healthcare | Asia Pacific M Update Initial Thoughts on NYT Article on Chinese Biotech Key Takeaways Article content: The article noted that the draft EO could contain measures/ initiatives on: Beyond the EO, the article also noted considerations to expedite FDA review process. We find the aforementioned measures to be within the range of potential policies envisioned in our recent (report( Exhibit 1 ). Bottom line, we see it remaining comple ...
Zai Lab's Double Whammy: Earnings Miss, Phase 3 Setback
Benzinga· 2025-09-11 20:02
核心观点 - 再鼎医药核心产品bemarituzumab三期临床试验结果未达预期 导致股价大幅下跌 同时公司现有产品销售增长乏力 引发市场对创新药行业整体担忧 [3][4][8][9] 临床试验进展 - bemarituzumab胃癌三期最终分析显示生存获益弱于预期 相比中期结果出现"衰减" [4] - 公司决定等待bemarituzumab联合免疫疗法nivolumab及化疗的试验数据 预计2025年底或2026年上半年公布 意味着上市申请至少延迟六个月 [5] - 该药物为全球首个在随机三期研究中显示胃癌患者显著生存获益的FGFR2b抑制剂 再鼎医药2017年以500万美元首付款及最高4000万美元里程碑付款从安进获得大中华区独家权利 [6] - 胃癌是全球高发恶性肿瘤 中国发病率尤其高 四期患者五年生存率低于10% [6] 股价表现 - 试验结果公布后 香港上市股票开盘下跌近7% 盘中跌至三个月低点22.52港元 收盘跌幅达11.99% [7] - 下跌不仅限于再鼎医药 创新药板块普遍回调 恒瑞医药和歌礼制药等生物科技公司跌幅均超过5% [9] 财务表现 - 2025年第二季度收入1.1亿美元 同比增长9% 净亏损收窄三分之一至8920万美元 [10] - 公司维持全年5.6亿至5.9亿美元收入指引 但华泰国际证券认为实现目标需要下半年同比增长63%至77% [10] - 毛利率下降4.3个百分点至60.6% 主要因核心产品销售疲软 [11] - 最畅销药物Zejula销售额4100万美元 环比下降17.1% 同比下降8.8% 主要受同类药物竞争加剧影响 [11] - 另一核心产品Vyvgart销售额2650万美元 增长14.5% 低于预期的20%至25%增幅 [12] 竞争环境 - 荣昌生物同类药物telitacicept有望纳入医保报销范围 可能加剧竞争并侵蚀Vyvgart的定价优势 [12] - 监管和定价压力收窄新药利润空间 促使公司从授权引进转向自主研发策略 [13] 研发管线 - 主要自研候选药物ZL-1310为靶向DLL3蛋白的抗体药物偶联物 用于小细胞肺癌治疗 [13] - 已获美国FDA快速通道资格 预计2025年进入关键研究 可能2027年获批 [13] 财务状况与估值 - 截至6月30日持有现金及等价物约8.3亿美元 足够支撑下半年投资和研发支出 [14] - 当前市销率约8倍 低于同样侧重授权引进模式的云顶新耀的22倍 反映市场对前景持谨慎态度 [14] - 公司预计第四季度可能实现盈利 因运营亏损收窄 [14]
Silexion Therapeutics Reports Positive Preclinical Data Demonstrating SIL204’s Reach and Activity in Major Pancreatic Cancer Metastatic Sites Following Systemic Administration
Globenewswire· 2025-09-11 19:00
New Positive Preclinical Data Shows Succesful Drug Distribution to Liver, Peritoneum, and Lung with Measurable Reductions in Tumor Burden at Clinically Relevant Doses Results Provide Further Validation of the Systemic Component of a Dual-Route Administration Strategy Enabeling Potential Targeting of Both Primary Tumors and Metastatic Disease Silexion Remains on Track for Phase 2/3 Trial Initiation in H1 2026 Following Planned Q4 2025 and Q1 2026 Regulatory Submissions GRAND CAYMAN, Cayman Islands, Sept. 1 ...
Guggenheim Sees Compass (CMPX) Potential Driven by Biliary Tract Cancer Pipeline
Yahoo Finance· 2025-09-11 15:31
Compass Therapeutics Inc. (NASDAQ:CMPX) is one of the best multibagger stocks to invest in right now. The company’s lead program, CTX-009, is progressing through clinical trials for advanced solid tumors, particularly biliary tract cancer (BTC), where the company estimates a market opportunity exceeding $1 billion. Notably, Compass Therapeutics Inc. (NASDAQ:CMPX) is pointing out a significant unmet medical need, as around 85% of BTC patients who fail first-line therapy have no approved, effective treatment ...
Lead Therapy Trial Fuels aTyr Pharma’s (ATYR) Promising Upside, Leerink Stays Bullish
Yahoo Finance· 2025-09-11 15:31
aTyr Pharma Inc. (NASDAQ:ATYR) is one of the best multibagger stocks to invest in right now. On August 22, Leerink Partners’ Faisal Khurshid reiterated a Buy rating on aTyr Pharma Inc. (NASDAQ:ATYR) with a $16 price target. His view reflects optimism around the EFZO-FIT trial, which is testing efzofitimod as a potential treatment for pulmonary sarcoidosis. Lead Therapy Trial Fuels aTyr Pharma (ATYR) Promising Upside, Leerink Stays Bullish Tonhom1009/Shutterstock.com Khurshid highlights that feedback fro ...