Shares of Gossamer Bio (NASDAQ:GOSS) traded higher on Wednesday after UBS upgraded the California-based biotech to Buy from Neutral, citing an “underappreciated” late-stage data catalyst related to the company’s lead asset, seralutinib. The upgrades come at a time when a ...

VANCOUVER, British Columbia--(BUSINESS WIRE)---- $ABCL--AbCellera Appoints Dr. Sarah Noonberg as Chief Medical Officer. ...

HOUSTON, Sept. 10, 2025 (GLOBE NEWSWIRE) -- FibroBiologics, Inc. (Nasdaq: FBLG) (“FibroBiologics”), a clinical-stage biotechnology company with 270+ patents issued and pending with a focus on the development of therapeutics and potential cures for chronic diseases using fibroblasts and fibroblast-derived materials, today announced significant advancements in its Bone Marrow Organoid platform, which may offer promising new treatment options for hematopoietic cancers and age-related immune decline. The compan ...

CORAL GABLES, Fla., Sept. 10, 2025 (GLOBE NEWSWIRE) -- Relmada Therapeutics, Inc. (Nasdaq: RLMD, “Relmada” or the “Company”), a clinical-stage biotechnology company advancing innovative therapies for oncology-related and central nervous system indications, today issued a Letter to Shareholders from Sergio Traversa, Chief Executive Officer. Dear Fellow Shareholders: 2025 has been a truly transformational year for Relmada Therapeutics. With the year now well into its second half, I am pleased to share an upda ...

In this article, we will be taking a look at the 11 Best Performing Biotech Stocks So Far in 2025.On July 8, Jared Holz of Mizuho spoke on CNBC’s “Closing Bell Overtime” about whether the biotech sector is ready for a breakthrough. According to Jared Holz, the biotech sector has proven especially difficult to predict due in large part to the vast number of publicly traded stocks that, when combined, don’t show a clear, consistent trend with many positive and negative features. He noted that this is the reas ...

Metsera, Inc. (NASDAQ:MTSR) is one of the Best Stocks to Buy for the Next 3 Months According to Hedge Funds. On August 28, Bank of America Securities analyst Tim Anderson raised the firm’s price target on Metsera, Inc. (NASDAQ:MTSR) from $45 to $50, while maintaining a Buy rating on the stock. The improved bullish sentiment for the stock comes after the company reported financial and business updates for its fiscal second quarter of 2025. The company reported notable progress in its obesity and metabolic ...

PresentationGood morning, everyone, and welcome to this good morning. Welcome to Morgan Stanley Global Healthcare Conference. I'm Sean Laaman, Head of the SMid-Cap Biotech Equity Research team here at the firm. Before we commence, for important disclosures, please see Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. For this session, we have the pleasure of hosting BioMarin, o ...

Exelixis (NasdaqGS:EXEL) FY Conference September 09, 2025 08:30 AM ET Company ParticipantsSean Laaman - Executive DirectorMichael Morrissey - CEO, President & DirectorSean LaamanGood morning, everyone, and welcome to Morgan Stanley's Global Healthcare Conference. I'm Sean Lammon, Head of U.S. Midcap Biotech Equity Research here at the firm. Before we begin, for important disclosures, please see Morgan Stanley Research Disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions ...

涉及的行业与公司 * 科伦博泰生物 (Kelun Biotech, 6990 HK) [1] * 医药行业 特别是生物科技与ADC (抗体药物偶联物) 领域 [1][4][7] 核心观点与论据 财务表现与商业化进展 * 核心产品 sac-TMT (TROP2 ADC) 在第二季度出现强劲的销售增长 主要由第三代EGFR突变非小细胞肺癌(3L EGFRmut NSCLC)适应症驱动 该适应症于三月份获得中国国家药监局(NMPA)批准 [3] * 公司重申 sac-TMT 的首个商业中期业绩(人民币3.02亿元)符合其2025财年人民币8亿至10亿元的指引目标 [3] * 公司在2025年上半年已实现商业盈利(药品销售额超过销售、一般及行政费用) 并预计在近期实现公司整体盈利 因未来的研发预算将部分由与默沙东(MSD)合作的授权收入覆盖(平均每年约1亿至1.5亿美元) [3] 关键数据披露与催化剂 * 欧洲肿瘤内科学会2025年年会(ESMO 2025, 10月17-21日)被视为公司的数据密集型事件 管理层强调将有三项最新突破性研究(LBA)在会上公布(LBA标题将于9月底发布) [4] * 三项LBA包括: sac-TMT用于2L EGFRmut NSCLC的三期研究数据 sac-TMT用于HR+/HER2-乳腺癌的三期研究数据 以及A166 (HER2 ADC) 对比 T-DM1的头对头三期研究数据 [4] * 公司还将披露多项概念验证(POC)阶段数据: sac-TMT与Keytruda联合用于1L PD-L1+ NSCLC的二期ORR数据(因随访时间短 PFS数据尚未成熟) 覆盖多种肿瘤类型(如CRPC, EC, CC)的POC数据读数 以及SKB315 (CLDN18.2 ADC)用于GC/GEJ的一期数据首秀 [4] 研发管线与合作伙伴关系 * 公司与默沙东(MSD)合作 稳步推进早期ADC研发管线 包括: SKB410 (Nectin-4 ADC, 由MSD主导的二期全球研究) SKB518 (PTK7 ADC, Ph1b/2) 正在探索NSCLC和SCLC的早期抗肿瘤信号 以及SKB571 (EGFR/c-Met ADC, ph1) 正在进行剂量递增试验 [7] * 管理层倾向于在数据具有一定成熟度时进行发布(而非仅初步ORR数据) 以提供相对更全面的药物 profile [7] 其他重要内容 投资评级与风险 * 高盛(Goldman Sachs)对科伦博泰给予买入(Buy)评级 12个月目标价为454.04港元 基于风险调整后的DCF模型(假设贴现率11% 终端增长率3%) [8] * 关键风险包括: 开发新适应症和未来ADC的研发风险 ADC领域竞争日益激烈 有限的商业化生产和销售记录 人才竞争方面的挑战 以及合作伙伴关系中的联盟风险 [8] 财务数据摘要 * 公司市值约为1146亿港元(147亿美元) 企业价值约为1117亿港元(143亿美元) [9] * 高盛预测公司2025年收入为19.506亿人民币 2026年收入为35.797亿人民币 2027年收入为54.329亿人民币 [9] * 高盛预测公司2026年EPS为2.92港元(对应市盈率168.1倍) 2027年EPS为8.26港元(对应市盈率59.5倍) [9]

公司战略与定位 - 专注于经典补体通路研究 致力于针对免疫炎症的最上游靶点[3] - 研发项目覆盖全身多系统疾病 包括大脑和眼部相关疾病[3] - 所有研发项目均属同类首创(first in kind) 具有行业领先性[3] 研发进展与成果 - 在格林-巴利综合征领域取得突破性进展 这是50年来该领域首个也是唯一的研究项目[4] - 获得里程碑式的前所未有的临床数据 显著改善患者临床症状[4] - 公司经过10年研发积累 目前处于重要发展阶段[3] 行业地位与前景 - 公司在经典补体研究领域处于领先地位 专注于免疫炎症的源头治疗[3] - 研发管线具有首创性和突破性 在神经免疫领域开辟新的治疗方向[4] - 公司管理层对当前发展态势表示高度乐观[3]