Vertex Pharmaceuticals (VRTX) FY 2025 Conference September 03, 2025 11:00 AM ET Speaker0Great. Thank you very much for joining us today. It's right before the lunch sessionSpeaker1probably. My name is Mohit Bansal. I'm one of the biopharma analysts here at Wells Fargo, and I'm joined by Vertex team today. We have Suzy Lisa, Head of Investor Relations, and we have Manisha Pai. She's Executive Director, Investor Relations at Vertex.Thank you very much for being here.Speaker2Thanks for having us. Super happy.S ...

Avidity Biosciences (RNA) 2025 Conference September 03, 2025 10:20 AM ET Company ParticipantsSarah Boyce - President & CEOSteve Hughes - Chief Medical OfficerConference Call ParticipantsEric Schmidt - Biotechnology AnalystNone - AnalystEric SchmidtGood morning once again, everyone.My name is Eric Schmidt. I'm one of the Cantor analysts. I am delighted to host our next session with AVIDITY Biosciences and also delighted to welcome two of the company's senior executives. We have with us today Sarah Boyce who' ...

股权激励计划 - 公司于2025年9月3日向合资格参与者授出843,000份购股权及3,282,000股股份奖励 [1] - 股权激励依据2020年11月23日采纳的购股权计划及股份奖励计划实施 [1] - 授出方案须待承授人接纳后方可生效 [1]

Rhythm Pharmaceuticals (RYTM) FY 2025 Conference September 03, 2025 09:30 AM ET Speaker0All right, everyone, I think we'll get started here with the next fireside. Again, my name is Derek Archuleta. I'm one of the Senior Biotech Analysts here at Wells Fargo. Very excited to have Rhythm Pharmaceuticals here for our next discussion. We have David Meeker, CEO from the company. David, great to see you. Continuation from our conversation this morning on the breakfast meeting. Maybe just to start out, kind of giv ...

大宗交易情况 - 9月3日大宗交易成交量12.90万股，成交金额499.88万元，成交价38.75元，较当日收盘价折价10.01% [2] - 买方为机构专用席位，卖方为中国国际金融股份有限公司上海分公司 [2] - 近3个月累计发生42笔大宗交易，合计成交金额2.43亿元 [3] 股价及资金表现 - 当日收盘价43.06元，单日上涨5.36%，日换手率3.61%，成交额6.46亿元 [3] - 近5日累计上涨11.70%，但同期主力资金净流出5047.54万元 [3] - 当日主力资金净流入1805.34万元 [3] 融资余额变化 - 最新融资余额1.31亿元，近5日减少4367.76万元，降幅达25.00% [4] 机构评级与目标价 - 近5日共有3家机构给予评级，东方证券9月3日研报给出最高目标价47.30元 [4]

Candel Therapeutics (CADL) Conference September 03, 2025 09:00 AM ET Speaker0Good morning.Speaker1Okay.Speaker0Okay. All right, we can go. All right, is it working? I see a red color here. It's on? Okay.Speaker1It's on here as well.Speaker0Yeah, good. Great.Speaker1It's good.Speaker0All right. Welcome everyone to day two of Citi's Back to School Summit. We're all in study mode, back to school. I'm Jelena Hromavec, a biotech analyst here at Citi. For those of you attending in person, it's meant to be interac ...

Apellis Pharmaceuticals (APLS) FY 2025 Conference September 03, 2025 08:45 AM ET Speaker0All right, everyone, I think we'll get started with our next session. My name is Derek Archuleta. I'm one of the Senior Biotech Analysts here at Wells Fargo. Very excited to have Apellis Pharmaceuticals with us here for our next fireside discussion. We've got Tim Sullivan, the Chief Financial Officer, as well as David Acheson, the Chief Commercial Officer. Gentlemen, thank you so much for coming and looking forward to t ...

enGene Holdings (ENGN) FY 2025 Conference September 03, 2025 08:45 AM ET Speaker0Late, in terms of helping the profile of detalimogene voraplasmid. Now, those protocol amendments were effectively implemented near the end of last year. As we were enrolling patients, we would like to have a reasonable cohort, reasonable size cohort of patients, at least three to six months' data where you could see the impact of those changes. That's what we're really waiting for. This morning, we shared our guidance that in ...

港交所纪律行动 - 复宏汉霖及前执行董事兼首席执行官刘世高遭港交所谴责和批评 [1][2] - 刘世高需完成26小时监管和法律培训后方可再任上市公司董事 [2] 股价表现 - 公司股价从1月15.20港元/股最高涨至85.95港元/股 涨幅达465.4% [3] - 最新收盘价为80.80港元/股 [3] IPO资金违规使用 - 2019年IPO集资净额31.47亿港元（约4.03亿美元） [6] - 上市首日签署投资管理协议 将1.17亿美元（占IPO款项29%）委托尚乘环球管理 [6][7] - 资金用途不符合招股章程所述的临床试验及产品开发用途 [7] 协议条款问题 - 协议规定两年期自动续约且期间不得撤回投资 [7] - 仅10%IPO资金原计划用于营运资金 实际挪用比例达29% [7] - 前CFO张子栋提议协议 刘世高未参与磋商过程 [7] 管理失职行为 - 刘世高批准支付首两年管理费350万美元（年费率1.5%） [8] - 未审查协议条款 未提交董事会审议 未咨询合规顾问 [8] - 港交所认定其未采取足够行动履行董事责任 [8] 信息披露违规 - IPO文件及2019-2020年报均未披露该投资协议 [9] - 2022财年才首次披露协议存在 [9] - 未遵守内部监控政策监察IPO资金用途 [9] 资金流向及回收情况 - 资金被用于认购债券及私人实体承兑票据 [11] - 2020-2022年收回3064万美元 2023年收回2000万美元 [11] - 截至2025年6月30日未偿还余额6636万美元（约4.75亿元人民币） [11] 财务处理 - 将未偿还金额计入应收尚乘款项 [11][12] - 计提减值准备4.75亿元 与应收金额完全抵销 [11][12] - 2025年上半年总收入28.20亿元 同比增长2.7% [12] - 盈利总额3.90亿元 较同期仅微增380万元 [12]

【导读】新加坡政府投资公司、挪威央行、外资巨头集体出手！ 当前，新加坡政府投资公司（GIC）、挪威央行、外资巨头纷纷瞄准中国生物制药或医药服务公司，不少机构大幅加仓，亦有机构在上涨后减持重仓股。 新加坡、挪威主权投资机构出手 据港交所披露易信息，8月29日，GIC加仓和铂医药控股，占拥有投票权股份的6.37%，涉及金额5.11亿港元。 事实上，此次并非GIC首次加仓中国医药企业。今年8月18日，该机构加仓基石药业-B，持股比例首次突破5%，达到5.49%，涉及金额约6.35亿港元。 GIC成立于1981年，负责管理新加坡外汇储备，是新加坡的主权投资机构。GIC重视科技领域投资，其科技业务集团负责监控和评估行业趋势，并就GIC 整体科技投资组合的规模、构成以及合作伙伴战略提出建议；科技投资集团处理大部分早期阶段投资，包括通过风险投资基金、联合投资和直接投资等方 式。 此外，华尔街大鳄Steve Cohen 旗下Point 72 加仓上海复宏汉霖生物技术股份突破5%，多头仓位持股比例占有投票权的股份比例为5.04%，斥资2037.44万 港元。 Steve Cohen 为美剧《亿万》的原型，被称为华尔街"对冲基金 ...