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10木
2021-08-11
中签率50%
10木
2021-07-16
冲10
@Jackson黄:
$康圣环球(09960)$
相信新股的正能量😎
10木
2021-07-16
这篇文章不错,转发给大家看
@心在云上飞:
$康圣环球(09960)$
招股信息上说康圣环球在中国血液学深层检测方面排名第一,基石占比达到52.3%,这是只优质股啊
10木
2021-07-16
这篇文章不错,转发给大家看
@Jackson黄:
$康圣环球(09960)$
相信新股的正能量😎
10木
2021-07-15
这篇文章不错,转发给大家看
@乐元素:
$康圣环球(09960)$
说到做到,买入1万股,算算10万元还差了点
10木
2021-07-14
这篇文章不错,转发给大家看
@雷递:腾盛博药上市一度破发:年亏近13亿 云锋博裕红杉是股东
10木
2021-07-14
这篇文章不错,转发给大家看
抱歉,原内容已删除
10木
2021-07-14
这篇文章不错,转发给大家看
@凯哥打新股:今日本周吃肉重头戏:医脉通等配售及腾盛博药回顾
10木
2021-07-14
这篇文章不错,转发给大家看
抱歉,原内容已删除
10木
2021-07-14
这篇文章不错,转发给大家看
@Rockets政委:
$腾盛博药-B(02137)$
6%才能回本,加油![流泪]
10木
2021-07-14
这篇文章不错,转发给大家看
@美柏医健:今日,腾盛博药正式登陆港交所
10木
2021-07-14
这篇文章不错,转发给大家看
@甲子光年:为9000万乙肝患者找药,腾盛博药值150亿市值吗? | 不止IPO
10木
2021-07-09
这篇文章不错,转发给大家看
领悦服务集团一手中签率13%,认购9手稳中一手
10木
2021-07-09
好厉害
@木棉花开了:
$领悦服务集团(02165)$
打新手续费赚回来了
10木
2021-07-09
好厉害
@木棉花开了:
$领悦服务集团(02165)$
打新手续费赚回来了
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09960\">$康圣环球(09960)$</a>说到做到,买入1万股,算算10万元还差了点","text":"$康圣环球(09960)$说到做到,买入1万股,算算10万元还差了点","images":[{"img":"https://static.tigerbbs.com/d43c485094ffab8e01645a3fd6f03347","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147373156","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145449637,"gmtCreate":1626240767629,"gmtModify":1626240767629,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145449637","repostId":"142215040","repostType":1,"repost":{"id":142215040,"gmtCreate":1626152209480,"gmtModify":1626155192061,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"腾盛博药上市一度破发:年亏近13亿 云锋博裕红杉是股东","htmlText":"雷递网 雷建平 7月13日报道腾盛博药生物科技有限公司(简称:“腾盛博药”,Brii Biosciences)今日在港交所上市。腾盛博药本次发售1.12亿股股份,发行价22.25港元,募集24.82亿港元。腾盛博药开盘价为21.4港元,较发行价下跌3.8%;此后,腾盛博药股价被拉升至发行价以上,截至目前,腾盛博药市值为162.78亿港元。腾盛博药首席执行官洪志博士表示 :“今天是腾盛博药一个历史性的时刻。腾盛博药的英文名字Brii,breakthrough, innovation & insight承载着我们的雄心壮志,就是突破性创新和洞察。我们将继续把腾盛博药建设成一座桥梁,把创新凝聚在一起,把人才和智慧凝聚在一起。”“我坚信,只要我们坚持做对的事,能够帮助世界各地的人们过上健康正常的生活,作为一个企业,腾盛博药就一定会拥有光明而美好的未来!”年亏近13亿腾盛博药是一家总部位于中国及美国的生物技术公司,致力于促进中国及全球重大传染病,如乙型肝炎病毒HBV、人类免疫缺陷病毒(HIV)、多重耐药(MDR)或广泛耐药性(XDR)革兰氏阴性菌感染,及其他具有重大公共卫生负担疾病的疗法,如中枢神经系统(CNS)疾病疗法的研究。自2017年成立以来,腾盛博药已建立一条针对传染病及CNS疾病的由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目。腾盛博药亦有权对授权合作伙伴的最多五个额外创新项目进行授权新药。腾盛博药正在进行多项传染病的临床研究,并准备开始中枢神经系统疾病的临床研究。公司的管线包括:乙型肝炎(HBV):计划于2021年3月开展BRII-835(VIR-2218)和BRII-179(VBI-2601)在慢性乙肝患者中联合疗法的2期研究。新冠肺炎(COVID-19)抗体疗法:BRII-196和BRII-198为非竞争性新型冠状病毒(SARS-CoV-2)中和抗","listText":"雷递网 雷建平 7月13日报道腾盛博药生物科技有限公司(简称:“腾盛博药”,Brii Biosciences)今日在港交所上市。腾盛博药本次发售1.12亿股股份,发行价22.25港元,募集24.82亿港元。腾盛博药开盘价为21.4港元,较发行价下跌3.8%;此后,腾盛博药股价被拉升至发行价以上,截至目前,腾盛博药市值为162.78亿港元。腾盛博药首席执行官洪志博士表示 :“今天是腾盛博药一个历史性的时刻。腾盛博药的英文名字Brii,breakthrough, innovation & insight承载着我们的雄心壮志,就是突破性创新和洞察。我们将继续把腾盛博药建设成一座桥梁,把创新凝聚在一起,把人才和智慧凝聚在一起。”“我坚信,只要我们坚持做对的事,能够帮助世界各地的人们过上健康正常的生活,作为一个企业,腾盛博药就一定会拥有光明而美好的未来!”年亏近13亿腾盛博药是一家总部位于中国及美国的生物技术公司,致力于促进中国及全球重大传染病,如乙型肝炎病毒HBV、人类免疫缺陷病毒(HIV)、多重耐药(MDR)或广泛耐药性(XDR)革兰氏阴性菌感染,及其他具有重大公共卫生负担疾病的疗法,如中枢神经系统(CNS)疾病疗法的研究。自2017年成立以来,腾盛博药已建立一条针对传染病及CNS疾病的由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目。腾盛博药亦有权对授权合作伙伴的最多五个额外创新项目进行授权新药。腾盛博药正在进行多项传染病的临床研究,并准备开始中枢神经系统疾病的临床研究。公司的管线包括:乙型肝炎(HBV):计划于2021年3月开展BRII-835(VIR-2218)和BRII-179(VBI-2601)在慢性乙肝患者中联合疗法的2期研究。新冠肺炎(COVID-19)抗体疗法:BRII-196和BRII-198为非竞争性新型冠状病毒(SARS-CoV-2)中和抗","text":"雷递网 雷建平 7月13日报道腾盛博药生物科技有限公司(简称:“腾盛博药”,Brii Biosciences)今日在港交所上市。腾盛博药本次发售1.12亿股股份,发行价22.25港元,募集24.82亿港元。腾盛博药开盘价为21.4港元,较发行价下跌3.8%;此后,腾盛博药股价被拉升至发行价以上,截至目前,腾盛博药市值为162.78亿港元。腾盛博药首席执行官洪志博士表示 :“今天是腾盛博药一个历史性的时刻。腾盛博药的英文名字Brii,breakthrough, innovation & insight承载着我们的雄心壮志,就是突破性创新和洞察。我们将继续把腾盛博药建设成一座桥梁,把创新凝聚在一起,把人才和智慧凝聚在一起。”“我坚信,只要我们坚持做对的事,能够帮助世界各地的人们过上健康正常的生活,作为一个企业,腾盛博药就一定会拥有光明而美好的未来!”年亏近13亿腾盛博药是一家总部位于中国及美国的生物技术公司,致力于促进中国及全球重大传染病,如乙型肝炎病毒HBV、人类免疫缺陷病毒(HIV)、多重耐药(MDR)或广泛耐药性(XDR)革兰氏阴性菌感染,及其他具有重大公共卫生负担疾病的疗法,如中枢神经系统(CNS)疾病疗法的研究。自2017年成立以来,腾盛博药已建立一条针对传染病及CNS疾病的由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目。腾盛博药亦有权对授权合作伙伴的最多五个额外创新项目进行授权新药。腾盛博药正在进行多项传染病的临床研究,并准备开始中枢神经系统疾病的临床研究。公司的管线包括:乙型肝炎(HBV):计划于2021年3月开展BRII-835(VIR-2218)和BRII-179(VBI-2601)在慢性乙肝患者中联合疗法的2期研究。新冠肺炎(COVID-19)抗体疗法:BRII-196和BRII-198为非竞争性新型冠状病毒(SARS-CoV-2)中和抗","images":[{"img":"https://static.tigerbbs.com/4c8364ceb40dc9cc3e63c17e37193c32","width":"688","height":"556"},{"img":"https://static.tigerbbs.com/41603c8c68691ea58e9024238b449b73","width":"688","height":"626"},{"img":"https://static.tigerbbs.com/836b275d7c62cdb1a4473668d1f0a036","width":"688","height":"312"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142215040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145440522,"gmtCreate":1626240729166,"gmtModify":1626240729166,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145440522","repostId":"142256416","repostType":1,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145455656,"gmtCreate":1626240440475,"gmtModify":1626240440475,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145455656","repostId":"145407513","repostType":1,"repost":{"id":145407513,"gmtCreate":1626234670332,"gmtModify":1626245623929,"author":{"id":"3502616268511188","authorId":"3502616268511188","name":"凯哥打新股","avatar":"https://static.tigerbbs.com/fee42002f6c776a506da253b0472ac41","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502616268511188","authorIdStr":"3502616268511188"},"themes":[],"title":"今日本周吃肉重头戏:医脉通等配售及腾盛博药回顾","htmlText":"腾盛博药:<a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 我打了一个乙组,然后外加一些白嫖,十几手货,暗盘开盘到首日基本上出完了;首日又收了一手,没多收,小玩了下,相对谨慎,小赚近1000吧一手。中的货暗盘最高价卖到26元,暗盘前预估是26左右,挂单都是按照这个价格挂的。这里多说个点:很多票开盘一般都有个冲高,这个时候一般可以先走一部分。医脉通:<a target=\"_blank\" href=\"https://laohu8.com/S/02192\">$医脉通(02192)$</a> 1、国配31.2倍,对应认购金额1185亿元;认购倍数和金额都很不错,这里说几个数据:康诺亚国配对应金额612亿元,诺辉655亿元,心通医疗对应1355亿元;全是大涨的票;2、上限定价,一手中签率5%,90手稳一;顶头槌53个;认购人数626195,乙组人数20470,中签人数92287;甲尾稳中2手;乙头稳重2手,72%的概率多获配1手,2+1;这里强调下:觉得能打的票记得要打个小甲组另外相对热门票乙组其实还是很内卷的,保乙组,但是小甲组还是要来点。3、基石占已发行股本9.1%,站全球发售股份的40.48%;股权集中方面:最大承配人认购占14.72%,前5大占66.24%,前10大占92.57%,前20大占110.97%,前25大占116.24%;4、其他废话就不多说了:看涨,惜筹,盘中不着急出货,然后额外准备了资金;百得利<a target=\"_blank\" href=\"https://laohu8.com/S/06909\">$百得利控股(06909)$</a> 1、国配2.28倍;2、股权集中方面:最大承配人认购占28.26%,前5大占85.73%,前10大占10","listText":"腾盛博药:<a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 我打了一个乙组,然后外加一些白嫖,十几手货,暗盘开盘到首日基本上出完了;首日又收了一手,没多收,小玩了下,相对谨慎,小赚近1000吧一手。中的货暗盘最高价卖到26元,暗盘前预估是26左右,挂单都是按照这个价格挂的。这里多说个点:很多票开盘一般都有个冲高,这个时候一般可以先走一部分。医脉通:<a target=\"_blank\" href=\"https://laohu8.com/S/02192\">$医脉通(02192)$</a> 1、国配31.2倍,对应认购金额1185亿元;认购倍数和金额都很不错,这里说几个数据:康诺亚国配对应金额612亿元,诺辉655亿元,心通医疗对应1355亿元;全是大涨的票;2、上限定价,一手中签率5%,90手稳一;顶头槌53个;认购人数626195,乙组人数20470,中签人数92287;甲尾稳中2手;乙头稳重2手,72%的概率多获配1手,2+1;这里强调下:觉得能打的票记得要打个小甲组另外相对热门票乙组其实还是很内卷的,保乙组,但是小甲组还是要来点。3、基石占已发行股本9.1%,站全球发售股份的40.48%;股权集中方面:最大承配人认购占14.72%,前5大占66.24%,前10大占92.57%,前20大占110.97%,前25大占116.24%;4、其他废话就不多说了:看涨,惜筹,盘中不着急出货,然后额外准备了资金;百得利<a target=\"_blank\" href=\"https://laohu8.com/S/06909\">$百得利控股(06909)$</a> 1、国配2.28倍;2、股权集中方面:最大承配人认购占28.26%,前5大占85.73%,前10大占10","text":"腾盛博药:$腾盛博药-B(02137)$ 我打了一个乙组,然后外加一些白嫖,十几手货,暗盘开盘到首日基本上出完了;首日又收了一手,没多收,小玩了下,相对谨慎,小赚近1000吧一手。中的货暗盘最高价卖到26元,暗盘前预估是26左右,挂单都是按照这个价格挂的。这里多说个点:很多票开盘一般都有个冲高,这个时候一般可以先走一部分。医脉通:$医脉通(02192)$ 1、国配31.2倍,对应认购金额1185亿元;认购倍数和金额都很不错,这里说几个数据:康诺亚国配对应金额612亿元,诺辉655亿元,心通医疗对应1355亿元;全是大涨的票;2、上限定价,一手中签率5%,90手稳一;顶头槌53个;认购人数626195,乙组人数20470,中签人数92287;甲尾稳中2手;乙头稳重2手,72%的概率多获配1手,2+1;这里强调下:觉得能打的票记得要打个小甲组另外相对热门票乙组其实还是很内卷的,保乙组,但是小甲组还是要来点。3、基石占已发行股本9.1%,站全球发售股份的40.48%;股权集中方面:最大承配人认购占14.72%,前5大占66.24%,前10大占92.57%,前20大占110.97%,前25大占116.24%;4、其他废话就不多说了:看涨,惜筹,盘中不着急出货,然后额外准备了资金;百得利$百得利控股(06909)$ 1、国配2.28倍;2、股权集中方面:最大承配人认购占28.26%,前5大占85.73%,前10大占10","images":[{"img":"https://static.tigerbbs.com/378a40a5a366c9a524cfbdab8d94d064","width":"688","height":"228"},{"img":"https://static.tigerbbs.com/7614e067ea3443fc88a9063dfa084512","width":"688","height":"454"},{"img":"https://static.tigerbbs.com/e1bddabdf1920ccd3e4c22793f0237bb","width":"688","height":"506"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145407513","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145543852,"gmtCreate":1626232652176,"gmtModify":1626232652176,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145543852","repostId":"142256416","repostType":1,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145554499,"gmtCreate":1626232345811,"gmtModify":1626232345811,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145554499","repostId":"142543887","repostType":1,"repost":{"id":142543887,"gmtCreate":1626164034549,"gmtModify":1626164034549,"author":{"id":"1696824781540","authorId":"1696824781540","name":"Rockets政委","avatar":"https://static.tigerbbs.com/a6cd0f0543c4dfc8a835ce84e2f10a88","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1696824781540","authorIdStr":"1696824781540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a>6%才能回本,加油![流泪] ","listText":"<a href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a>6%才能回本,加油![流泪] ","text":"$腾盛博药-B(02137)$6%才能回本,加油![流泪]","images":[{"img":"https://static.tigerbbs.com/ecf24563bf4c63ab93a097efa7b77a17","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142543887","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145554611,"gmtCreate":1626232331733,"gmtModify":1626232331733,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145554611","repostId":"145367153","repostType":1,"repost":{"id":145367153,"gmtCreate":1626132600000,"gmtModify":1626228477621,"author":{"id":"3577853257145798","authorId":"3577853257145798","name":"美柏医健","avatar":"https://static.tigerbbs.com/371239c61cecbc4740329168375f74ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577853257145798","authorIdStr":"3577853257145798"},"themes":[],"title":"今日,腾盛博药正式登陆港交所","htmlText":"今日,腾盛博药在港交所上市,共发行1.11亿股股份,发行定价22.25港元,由摩根士丹利和UBS联合保荐。 ▲来源:招股书 在治疗传染病药物市场中,曾经造就了很多传奇药企。吉利德就是个典型的例子,自从研发出丙肝治愈药“吉一代”索磷布韦后,吉利德先后推出了四代丙肝治愈药,靠着这几款产品吉利德成为全球TOP10的大药企。而今腾盛博药似乎有意要走吉利德的老路,将焦点集中在了传染病治疗领域。细究起其在研管线的质地和科研团队的研发实力,以及资本的加持情况,腾盛博药成功的概率非常大。 稀缺的研发管线 腾盛博药生物科技有限公司(“腾盛博药”)是一家致力于促进中国及全球就重大传染病及其他具有重大公共卫生负担的疾病的生物技术公司,业务模式为内部药物研发与License-in相结合。 目前,腾盛博药已建立了一条针对传染病及中枢神经系统疾病由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目,其中9个项目为License-in项目。 ▲腾盛博药研发管线,来源:招股书 用于HBV功能性治愈的BRII-179、BRII-835及两者的联合疗法 BRII-179是腾盛博药的核心产品,是一款于2018年12月自VBI公司License-in的治疗性疫苗,获得BRII-179的授权许可时,其还是一个临床前阶段项目。目前BRII-179已完成的1b/2a期临床研究机制的验证。 BRII-179含有与VBI的Sci-B-Vac疫苗所用的相同重组蛋白质成分。Sci-B-Vac是唯一已获批准且目前在售的第三代预防性疫苗,由所有三种HBV表面抗原(PreS1、PreS2及S)组成,是唯一具有所有三种病毒抗原的疫苗。BRII-179具有与Sci-B-Vac不同的佐剂,旨在增强Th1型T细胞及抗体应答。具有强力T细胞和B细胞佐剂的BRII-179将引起针对HBV的免疫耐受突破,有助于实现HBV功能性治","listText":"今日,腾盛博药在港交所上市,共发行1.11亿股股份,发行定价22.25港元,由摩根士丹利和UBS联合保荐。 ▲来源:招股书 在治疗传染病药物市场中,曾经造就了很多传奇药企。吉利德就是个典型的例子,自从研发出丙肝治愈药“吉一代”索磷布韦后,吉利德先后推出了四代丙肝治愈药,靠着这几款产品吉利德成为全球TOP10的大药企。而今腾盛博药似乎有意要走吉利德的老路,将焦点集中在了传染病治疗领域。细究起其在研管线的质地和科研团队的研发实力,以及资本的加持情况,腾盛博药成功的概率非常大。 稀缺的研发管线 腾盛博药生物科技有限公司(“腾盛博药”)是一家致力于促进中国及全球就重大传染病及其他具有重大公共卫生负担的疾病的生物技术公司,业务模式为内部药物研发与License-in相结合。 目前,腾盛博药已建立了一条针对传染病及中枢神经系统疾病由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目,其中9个项目为License-in项目。 ▲腾盛博药研发管线,来源:招股书 用于HBV功能性治愈的BRII-179、BRII-835及两者的联合疗法 BRII-179是腾盛博药的核心产品,是一款于2018年12月自VBI公司License-in的治疗性疫苗,获得BRII-179的授权许可时,其还是一个临床前阶段项目。目前BRII-179已完成的1b/2a期临床研究机制的验证。 BRII-179含有与VBI的Sci-B-Vac疫苗所用的相同重组蛋白质成分。Sci-B-Vac是唯一已获批准且目前在售的第三代预防性疫苗,由所有三种HBV表面抗原(PreS1、PreS2及S)组成,是唯一具有所有三种病毒抗原的疫苗。BRII-179具有与Sci-B-Vac不同的佐剂,旨在增强Th1型T细胞及抗体应答。具有强力T细胞和B细胞佐剂的BRII-179将引起针对HBV的免疫耐受突破,有助于实现HBV功能性治","text":"今日,腾盛博药在港交所上市,共发行1.11亿股股份,发行定价22.25港元,由摩根士丹利和UBS联合保荐。 ▲来源:招股书 在治疗传染病药物市场中,曾经造就了很多传奇药企。吉利德就是个典型的例子,自从研发出丙肝治愈药“吉一代”索磷布韦后,吉利德先后推出了四代丙肝治愈药,靠着这几款产品吉利德成为全球TOP10的大药企。而今腾盛博药似乎有意要走吉利德的老路,将焦点集中在了传染病治疗领域。细究起其在研管线的质地和科研团队的研发实力,以及资本的加持情况,腾盛博药成功的概率非常大。 稀缺的研发管线 腾盛博药生物科技有限公司(“腾盛博药”)是一家致力于促进中国及全球就重大传染病及其他具有重大公共卫生负担的疾病的生物技术公司,业务模式为内部药物研发与License-in相结合。 目前,腾盛博药已建立了一条针对传染病及中枢神经系统疾病由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目,其中9个项目为License-in项目。 ▲腾盛博药研发管线,来源:招股书 用于HBV功能性治愈的BRII-179、BRII-835及两者的联合疗法 BRII-179是腾盛博药的核心产品,是一款于2018年12月自VBI公司License-in的治疗性疫苗,获得BRII-179的授权许可时,其还是一个临床前阶段项目。目前BRII-179已完成的1b/2a期临床研究机制的验证。 BRII-179含有与VBI的Sci-B-Vac疫苗所用的相同重组蛋白质成分。Sci-B-Vac是唯一已获批准且目前在售的第三代预防性疫苗,由所有三种HBV表面抗原(PreS1、PreS2及S)组成,是唯一具有所有三种病毒抗原的疫苗。BRII-179具有与Sci-B-Vac不同的佐剂,旨在增强Th1型T细胞及抗体应答。具有强力T细胞和B细胞佐剂的BRII-179将引起针对HBV的免疫耐受突破,有助于实现HBV功能性治","images":[{"img":"https://static.tigerbbs.com/175d8abdbf3b4b34a613fd4be0e96f23","width":"553","height":"242"},{"img":"https://static.tigerbbs.com/4a40c1ae6b514ca990462c404c21e7fb","width":"554","height":"84"},{"img":"https://static.tigerbbs.com/3f6f21d35a7c41e6919320de1f9a6d8d","width":"17","height":"38"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145367153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145555452,"gmtCreate":1626232286076,"gmtModify":1626232286076,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145555452","repostId":"145351539","repostType":1,"repost":{"id":145351539,"gmtCreate":1626152400000,"gmtModify":1626229919499,"author":{"id":"3521780467553388","authorId":"3521780467553388","name":"甲子光年","avatar":"https://static.tigerbbs.com/f11aeafdd813db338b7437223bccd7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521780467553388","authorIdStr":"3521780467553388"},"themes":[],"title":"为9000万乙肝患者找药,腾盛博药值150亿市值吗? | 不止IPO","htmlText":"创新药物的上市,比创新药物公司的上市难多了。 作者 | 张核 制表 | 王泽华 编辑 | 杨杨 宋家婷 2021年7月13日,腾盛博药生物科技有限公司(以下简称“腾盛博药”)在港上市。 腾盛博药将此次香港IPO价格定为22.25港元/股,预计全球发售所得款项净额约为23.34亿港元。摩根士丹利、UBS为其联席保荐人。开盘当日截至9点40分,股价破发,跌3.6%至21.45港元,午市收盘价则回涨3.4%至23港元/股。 七月初医药股刚刚经历一波大幅下跌。业内人士指出,尽管医药板块近两年一直被认为是“黄金赛道”,但月初国家药品监督管理局药品审评中心发布的一纸征求意见书,直指目前仿创药占据市场主流、肿瘤药物研发扎堆等问题,市场解读相对负面。 不过也有观点认为,这次的震荡,长期来看利大于弊。让仅有创新之名而无创新之实的药物研发企业出局,是以患者最终获益为出发点,对于医药行业来说是件好事。 随着技术难点被突破及相关产品上市,腾盛博药所专注的小核酸药物在这两年终于迎来市场关注。该领域内的先行者Alnylam公司,于2020年获黑石20亿美元投资,公司股价也一路上升,市值超200亿美元,资本市场的认可度可见一斑。 腾盛博药的管线重点专注于传染病领域,目前已有针对乙肝病毒、HIV、新冠、革兰氏阴性菌的多种药物在研,针对抑郁症的中枢神经系统的药物也正在研发中。 腾盛博药创办于2017年,创始人洪志博士曾任葛兰素史克感染性疾病治疗领域的高级副总裁和部门负责人,公司核心团队中亦有多个成员曾在罗氏、吉利德等公司担任高级职位。博裕资本、通和毓承、ARCH Venture、红杉资本、云锋基金是其前五大股东。不过公司目前尚无已产品化的药物,没有规模化营收。 相对于公司扎堆的肿瘤药物领域,腾盛博药自成立初期就瞄准了市场空白巨大的传染病领域,并提出要通过创新疗法对乙肝实现功能性治愈。腾盛","listText":"创新药物的上市,比创新药物公司的上市难多了。 作者 | 张核 制表 | 王泽华 编辑 | 杨杨 宋家婷 2021年7月13日,腾盛博药生物科技有限公司(以下简称“腾盛博药”)在港上市。 腾盛博药将此次香港IPO价格定为22.25港元/股,预计全球发售所得款项净额约为23.34亿港元。摩根士丹利、UBS为其联席保荐人。开盘当日截至9点40分,股价破发,跌3.6%至21.45港元,午市收盘价则回涨3.4%至23港元/股。 七月初医药股刚刚经历一波大幅下跌。业内人士指出,尽管医药板块近两年一直被认为是“黄金赛道”,但月初国家药品监督管理局药品审评中心发布的一纸征求意见书,直指目前仿创药占据市场主流、肿瘤药物研发扎堆等问题,市场解读相对负面。 不过也有观点认为,这次的震荡,长期来看利大于弊。让仅有创新之名而无创新之实的药物研发企业出局,是以患者最终获益为出发点,对于医药行业来说是件好事。 随着技术难点被突破及相关产品上市,腾盛博药所专注的小核酸药物在这两年终于迎来市场关注。该领域内的先行者Alnylam公司,于2020年获黑石20亿美元投资,公司股价也一路上升,市值超200亿美元,资本市场的认可度可见一斑。 腾盛博药的管线重点专注于传染病领域,目前已有针对乙肝病毒、HIV、新冠、革兰氏阴性菌的多种药物在研,针对抑郁症的中枢神经系统的药物也正在研发中。 腾盛博药创办于2017年,创始人洪志博士曾任葛兰素史克感染性疾病治疗领域的高级副总裁和部门负责人,公司核心团队中亦有多个成员曾在罗氏、吉利德等公司担任高级职位。博裕资本、通和毓承、ARCH Venture、红杉资本、云锋基金是其前五大股东。不过公司目前尚无已产品化的药物,没有规模化营收。 相对于公司扎堆的肿瘤药物领域,腾盛博药自成立初期就瞄准了市场空白巨大的传染病领域,并提出要通过创新疗法对乙肝实现功能性治愈。腾盛","text":"创新药物的上市,比创新药物公司的上市难多了。 作者 | 张核 制表 | 王泽华 编辑 | 杨杨 宋家婷 2021年7月13日,腾盛博药生物科技有限公司(以下简称“腾盛博药”)在港上市。 腾盛博药将此次香港IPO价格定为22.25港元/股,预计全球发售所得款项净额约为23.34亿港元。摩根士丹利、UBS为其联席保荐人。开盘当日截至9点40分,股价破发,跌3.6%至21.45港元,午市收盘价则回涨3.4%至23港元/股。 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href=\"https://laohu8.com/S/09960\">$康圣环球(09960)$</a>招股信息上说康圣环球在中国血液学深层检测方面排名第一,基石占比达到52.3%,这是只优质股啊","text":"$康圣环球(09960)$招股信息上说康圣环球在中国血液学深层检测方面排名第一,基石占比达到52.3%,这是只优质股啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170903029","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170079498,"gmtCreate":1626397582114,"gmtModify":1626397582114,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170079498","repostId":"147493782","repostType":1,"repost":{"id":147493782,"gmtCreate":1626371944146,"gmtModify":1626371944146,"author":{"id":"3574325998292089","authorId":"3574325998292089","name":"Jackson黄","avatar":"https://static.tigerbbs.com/730d9b0f3f731fd90e297cf838099c92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574325998292089","authorIdStr":"3574325998292089"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/09960\">$康圣环球(09960)$</a>相信新股的正能量😎","text":"$康圣环球(09960)$相信新股的正能量😎","images":[{"img":"https://static.tigerbbs.com/b8e240eb207452a6052af59599e01768","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147493782","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147106644,"gmtCreate":1626338834088,"gmtModify":1626338834088,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147106644","repostId":"147373156","repostType":1,"repost":{"id":147373156,"gmtCreate":1626337986975,"gmtModify":1626340439133,"author":{"id":"3490407259704801","authorId":"3490407259704801","name":"乐元素","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490407259704801","authorIdStr":"3490407259704801"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/09960\">$康圣环球(09960)$</a>说到做到,买入1万股,算算10万元还差了点","text":"$康圣环球(09960)$说到做到,买入1万股,算算10万元还差了点","images":[{"img":"https://static.tigerbbs.com/d43c485094ffab8e01645a3fd6f03347","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147373156","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145449637,"gmtCreate":1626240767629,"gmtModify":1626240767629,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145449637","repostId":"142215040","repostType":1,"repost":{"id":142215040,"gmtCreate":1626152209480,"gmtModify":1626155192061,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"腾盛博药上市一度破发:年亏近13亿 云锋博裕红杉是股东","htmlText":"雷递网 雷建平 7月13日报道腾盛博药生物科技有限公司(简称:“腾盛博药”,Brii Biosciences)今日在港交所上市。腾盛博药本次发售1.12亿股股份,发行价22.25港元,募集24.82亿港元。腾盛博药开盘价为21.4港元,较发行价下跌3.8%;此后,腾盛博药股价被拉升至发行价以上,截至目前,腾盛博药市值为162.78亿港元。腾盛博药首席执行官洪志博士表示 :“今天是腾盛博药一个历史性的时刻。腾盛博药的英文名字Brii,breakthrough, innovation & insight承载着我们的雄心壮志,就是突破性创新和洞察。我们将继续把腾盛博药建设成一座桥梁,把创新凝聚在一起,把人才和智慧凝聚在一起。”“我坚信,只要我们坚持做对的事,能够帮助世界各地的人们过上健康正常的生活,作为一个企业,腾盛博药就一定会拥有光明而美好的未来!”年亏近13亿腾盛博药是一家总部位于中国及美国的生物技术公司,致力于促进中国及全球重大传染病,如乙型肝炎病毒HBV、人类免疫缺陷病毒(HIV)、多重耐药(MDR)或广泛耐药性(XDR)革兰氏阴性菌感染,及其他具有重大公共卫生负担疾病的疗法,如中枢神经系统(CNS)疾病疗法的研究。自2017年成立以来,腾盛博药已建立一条针对传染病及CNS疾病的由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目。腾盛博药亦有权对授权合作伙伴的最多五个额外创新项目进行授权新药。腾盛博药正在进行多项传染病的临床研究,并准备开始中枢神经系统疾病的临床研究。公司的管线包括:乙型肝炎(HBV):计划于2021年3月开展BRII-835(VIR-2218)和BRII-179(VBI-2601)在慢性乙肝患者中联合疗法的2期研究。新冠肺炎(COVID-19)抗体疗法:BRII-196和BRII-198为非竞争性新型冠状病毒(SARS-CoV-2)中和抗","listText":"雷递网 雷建平 7月13日报道腾盛博药生物科技有限公司(简称:“腾盛博药”,Brii Biosciences)今日在港交所上市。腾盛博药本次发售1.12亿股股份,发行价22.25港元,募集24.82亿港元。腾盛博药开盘价为21.4港元,较发行价下跌3.8%;此后,腾盛博药股价被拉升至发行价以上,截至目前,腾盛博药市值为162.78亿港元。腾盛博药首席执行官洪志博士表示 :“今天是腾盛博药一个历史性的时刻。腾盛博药的英文名字Brii,breakthrough, innovation & insight承载着我们的雄心壮志,就是突破性创新和洞察。我们将继续把腾盛博药建设成一座桥梁,把创新凝聚在一起,把人才和智慧凝聚在一起。”“我坚信,只要我们坚持做对的事,能够帮助世界各地的人们过上健康正常的生活,作为一个企业,腾盛博药就一定会拥有光明而美好的未来!”年亏近13亿腾盛博药是一家总部位于中国及美国的生物技术公司,致力于促进中国及全球重大传染病,如乙型肝炎病毒HBV、人类免疫缺陷病毒(HIV)、多重耐药(MDR)或广泛耐药性(XDR)革兰氏阴性菌感染,及其他具有重大公共卫生负担疾病的疗法,如中枢神经系统(CNS)疾病疗法的研究。自2017年成立以来,腾盛博药已建立一条针对传染病及CNS疾病的由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目。腾盛博药亦有权对授权合作伙伴的最多五个额外创新项目进行授权新药。腾盛博药正在进行多项传染病的临床研究,并准备开始中枢神经系统疾病的临床研究。公司的管线包括:乙型肝炎(HBV):计划于2021年3月开展BRII-835(VIR-2218)和BRII-179(VBI-2601)在慢性乙肝患者中联合疗法的2期研究。新冠肺炎(COVID-19)抗体疗法:BRII-196和BRII-198为非竞争性新型冠状病毒(SARS-CoV-2)中和抗","text":"雷递网 雷建平 7月13日报道腾盛博药生物科技有限公司(简称:“腾盛博药”,Brii Biosciences)今日在港交所上市。腾盛博药本次发售1.12亿股股份,发行价22.25港元,募集24.82亿港元。腾盛博药开盘价为21.4港元,较发行价下跌3.8%;此后,腾盛博药股价被拉升至发行价以上,截至目前,腾盛博药市值为162.78亿港元。腾盛博药首席执行官洪志博士表示 :“今天是腾盛博药一个历史性的时刻。腾盛博药的英文名字Brii,breakthrough, innovation & insight承载着我们的雄心壮志,就是突破性创新和洞察。我们将继续把腾盛博药建设成一座桥梁,把创新凝聚在一起,把人才和智慧凝聚在一起。”“我坚信,只要我们坚持做对的事,能够帮助世界各地的人们过上健康正常的生活,作为一个企业,腾盛博药就一定会拥有光明而美好的未来!”年亏近13亿腾盛博药是一家总部位于中国及美国的生物技术公司,致力于促进中国及全球重大传染病,如乙型肝炎病毒HBV、人类免疫缺陷病毒(HIV)、多重耐药(MDR)或广泛耐药性(XDR)革兰氏阴性菌感染,及其他具有重大公共卫生负担疾病的疗法,如中枢神经系统(CNS)疾病疗法的研究。自2017年成立以来,腾盛博药已建立一条针对传染病及CNS疾病的由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目。腾盛博药亦有权对授权合作伙伴的最多五个额外创新项目进行授权新药。腾盛博药正在进行多项传染病的临床研究,并准备开始中枢神经系统疾病的临床研究。公司的管线包括:乙型肝炎(HBV):计划于2021年3月开展BRII-835(VIR-2218)和BRII-179(VBI-2601)在慢性乙肝患者中联合疗法的2期研究。新冠肺炎(COVID-19)抗体疗法:BRII-196和BRII-198为非竞争性新型冠状病毒(SARS-CoV-2)中和抗","images":[{"img":"https://static.tigerbbs.com/4c8364ceb40dc9cc3e63c17e37193c32","width":"688","height":"556"},{"img":"https://static.tigerbbs.com/41603c8c68691ea58e9024238b449b73","width":"688","height":"626"},{"img":"https://static.tigerbbs.com/836b275d7c62cdb1a4473668d1f0a036","width":"688","height":"312"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142215040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145440522,"gmtCreate":1626240729166,"gmtModify":1626240729166,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145440522","repostId":"142256416","repostType":1,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145455656,"gmtCreate":1626240440475,"gmtModify":1626240440475,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145455656","repostId":"145407513","repostType":1,"repost":{"id":145407513,"gmtCreate":1626234670332,"gmtModify":1626245623929,"author":{"id":"3502616268511188","authorId":"3502616268511188","name":"凯哥打新股","avatar":"https://static.tigerbbs.com/fee42002f6c776a506da253b0472ac41","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502616268511188","authorIdStr":"3502616268511188"},"themes":[],"title":"今日本周吃肉重头戏:医脉通等配售及腾盛博药回顾","htmlText":"腾盛博药:<a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 我打了一个乙组,然后外加一些白嫖,十几手货,暗盘开盘到首日基本上出完了;首日又收了一手,没多收,小玩了下,相对谨慎,小赚近1000吧一手。中的货暗盘最高价卖到26元,暗盘前预估是26左右,挂单都是按照这个价格挂的。这里多说个点:很多票开盘一般都有个冲高,这个时候一般可以先走一部分。医脉通:<a target=\"_blank\" href=\"https://laohu8.com/S/02192\">$医脉通(02192)$</a> 1、国配31.2倍,对应认购金额1185亿元;认购倍数和金额都很不错,这里说几个数据:康诺亚国配对应金额612亿元,诺辉655亿元,心通医疗对应1355亿元;全是大涨的票;2、上限定价,一手中签率5%,90手稳一;顶头槌53个;认购人数626195,乙组人数20470,中签人数92287;甲尾稳中2手;乙头稳重2手,72%的概率多获配1手,2+1;这里强调下:觉得能打的票记得要打个小甲组另外相对热门票乙组其实还是很内卷的,保乙组,但是小甲组还是要来点。3、基石占已发行股本9.1%,站全球发售股份的40.48%;股权集中方面:最大承配人认购占14.72%,前5大占66.24%,前10大占92.57%,前20大占110.97%,前25大占116.24%;4、其他废话就不多说了:看涨,惜筹,盘中不着急出货,然后额外准备了资金;百得利<a target=\"_blank\" href=\"https://laohu8.com/S/06909\">$百得利控股(06909)$</a> 1、国配2.28倍;2、股权集中方面:最大承配人认购占28.26%,前5大占85.73%,前10大占10","listText":"腾盛博药:<a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 我打了一个乙组,然后外加一些白嫖,十几手货,暗盘开盘到首日基本上出完了;首日又收了一手,没多收,小玩了下,相对谨慎,小赚近1000吧一手。中的货暗盘最高价卖到26元,暗盘前预估是26左右,挂单都是按照这个价格挂的。这里多说个点:很多票开盘一般都有个冲高,这个时候一般可以先走一部分。医脉通:<a target=\"_blank\" href=\"https://laohu8.com/S/02192\">$医脉通(02192)$</a> 1、国配31.2倍,对应认购金额1185亿元;认购倍数和金额都很不错,这里说几个数据:康诺亚国配对应金额612亿元,诺辉655亿元,心通医疗对应1355亿元;全是大涨的票;2、上限定价,一手中签率5%,90手稳一;顶头槌53个;认购人数626195,乙组人数20470,中签人数92287;甲尾稳中2手;乙头稳重2手,72%的概率多获配1手,2+1;这里强调下:觉得能打的票记得要打个小甲组另外相对热门票乙组其实还是很内卷的,保乙组,但是小甲组还是要来点。3、基石占已发行股本9.1%,站全球发售股份的40.48%;股权集中方面:最大承配人认购占14.72%,前5大占66.24%,前10大占92.57%,前20大占110.97%,前25大占116.24%;4、其他废话就不多说了:看涨,惜筹,盘中不着急出货,然后额外准备了资金;百得利<a target=\"_blank\" href=\"https://laohu8.com/S/06909\">$百得利控股(06909)$</a> 1、国配2.28倍;2、股权集中方面:最大承配人认购占28.26%,前5大占85.73%,前10大占10","text":"腾盛博药:$腾盛博药-B(02137)$ 我打了一个乙组,然后外加一些白嫖,十几手货,暗盘开盘到首日基本上出完了;首日又收了一手,没多收,小玩了下,相对谨慎,小赚近1000吧一手。中的货暗盘最高价卖到26元,暗盘前预估是26左右,挂单都是按照这个价格挂的。这里多说个点:很多票开盘一般都有个冲高,这个时候一般可以先走一部分。医脉通:$医脉通(02192)$ 1、国配31.2倍,对应认购金额1185亿元;认购倍数和金额都很不错,这里说几个数据:康诺亚国配对应金额612亿元,诺辉655亿元,心通医疗对应1355亿元;全是大涨的票;2、上限定价,一手中签率5%,90手稳一;顶头槌53个;认购人数626195,乙组人数20470,中签人数92287;甲尾稳中2手;乙头稳重2手,72%的概率多获配1手,2+1;这里强调下:觉得能打的票记得要打个小甲组另外相对热门票乙组其实还是很内卷的,保乙组,但是小甲组还是要来点。3、基石占已发行股本9.1%,站全球发售股份的40.48%;股权集中方面:最大承配人认购占14.72%,前5大占66.24%,前10大占92.57%,前20大占110.97%,前25大占116.24%;4、其他废话就不多说了:看涨,惜筹,盘中不着急出货,然后额外准备了资金;百得利$百得利控股(06909)$ 1、国配2.28倍;2、股权集中方面:最大承配人认购占28.26%,前5大占85.73%,前10大占10","images":[{"img":"https://static.tigerbbs.com/378a40a5a366c9a524cfbdab8d94d064","width":"688","height":"228"},{"img":"https://static.tigerbbs.com/7614e067ea3443fc88a9063dfa084512","width":"688","height":"454"},{"img":"https://static.tigerbbs.com/e1bddabdf1920ccd3e4c22793f0237bb","width":"688","height":"506"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145407513","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145543852,"gmtCreate":1626232652176,"gmtModify":1626232652176,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145543852","repostId":"142256416","repostType":1,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145554499,"gmtCreate":1626232345811,"gmtModify":1626232345811,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145554499","repostId":"142543887","repostType":1,"repost":{"id":142543887,"gmtCreate":1626164034549,"gmtModify":1626164034549,"author":{"id":"1696824781540","authorId":"1696824781540","name":"Rockets政委","avatar":"https://static.tigerbbs.com/a6cd0f0543c4dfc8a835ce84e2f10a88","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1696824781540","authorIdStr":"1696824781540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a>6%才能回本,加油![流泪] ","listText":"<a href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a>6%才能回本,加油![流泪] ","text":"$腾盛博药-B(02137)$6%才能回本,加油![流泪]","images":[{"img":"https://static.tigerbbs.com/ecf24563bf4c63ab93a097efa7b77a17","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142543887","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145554611,"gmtCreate":1626232331733,"gmtModify":1626232331733,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145554611","repostId":"145367153","repostType":1,"repost":{"id":145367153,"gmtCreate":1626132600000,"gmtModify":1626228477621,"author":{"id":"3577853257145798","authorId":"3577853257145798","name":"美柏医健","avatar":"https://static.tigerbbs.com/371239c61cecbc4740329168375f74ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577853257145798","authorIdStr":"3577853257145798"},"themes":[],"title":"今日,腾盛博药正式登陆港交所","htmlText":"今日,腾盛博药在港交所上市,共发行1.11亿股股份,发行定价22.25港元,由摩根士丹利和UBS联合保荐。 ▲来源:招股书 在治疗传染病药物市场中,曾经造就了很多传奇药企。吉利德就是个典型的例子,自从研发出丙肝治愈药“吉一代”索磷布韦后,吉利德先后推出了四代丙肝治愈药,靠着这几款产品吉利德成为全球TOP10的大药企。而今腾盛博药似乎有意要走吉利德的老路,将焦点集中在了传染病治疗领域。细究起其在研管线的质地和科研团队的研发实力,以及资本的加持情况,腾盛博药成功的概率非常大。 稀缺的研发管线 腾盛博药生物科技有限公司(“腾盛博药”)是一家致力于促进中国及全球就重大传染病及其他具有重大公共卫生负担的疾病的生物技术公司,业务模式为内部药物研发与License-in相结合。 目前,腾盛博药已建立了一条针对传染病及中枢神经系统疾病由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目,其中9个项目为License-in项目。 ▲腾盛博药研发管线,来源:招股书 用于HBV功能性治愈的BRII-179、BRII-835及两者的联合疗法 BRII-179是腾盛博药的核心产品,是一款于2018年12月自VBI公司License-in的治疗性疫苗,获得BRII-179的授权许可时,其还是一个临床前阶段项目。目前BRII-179已完成的1b/2a期临床研究机制的验证。 BRII-179含有与VBI的Sci-B-Vac疫苗所用的相同重组蛋白质成分。Sci-B-Vac是唯一已获批准且目前在售的第三代预防性疫苗,由所有三种HBV表面抗原(PreS1、PreS2及S)组成,是唯一具有所有三种病毒抗原的疫苗。BRII-179具有与Sci-B-Vac不同的佐剂,旨在增强Th1型T细胞及抗体应答。具有强力T细胞和B细胞佐剂的BRII-179将引起针对HBV的免疫耐受突破,有助于实现HBV功能性治","listText":"今日,腾盛博药在港交所上市,共发行1.11亿股股份,发行定价22.25港元,由摩根士丹利和UBS联合保荐。 ▲来源:招股书 在治疗传染病药物市场中,曾经造就了很多传奇药企。吉利德就是个典型的例子,自从研发出丙肝治愈药“吉一代”索磷布韦后,吉利德先后推出了四代丙肝治愈药,靠着这几款产品吉利德成为全球TOP10的大药企。而今腾盛博药似乎有意要走吉利德的老路,将焦点集中在了传染病治疗领域。细究起其在研管线的质地和科研团队的研发实力,以及资本的加持情况,腾盛博药成功的概率非常大。 稀缺的研发管线 腾盛博药生物科技有限公司(“腾盛博药”)是一家致力于促进中国及全球就重大传染病及其他具有重大公共卫生负担的疾病的生物技术公司,业务模式为内部药物研发与License-in相结合。 目前,腾盛博药已建立了一条针对传染病及中枢神经系统疾病由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目,其中9个项目为License-in项目。 ▲腾盛博药研发管线,来源:招股书 用于HBV功能性治愈的BRII-179、BRII-835及两者的联合疗法 BRII-179是腾盛博药的核心产品,是一款于2018年12月自VBI公司License-in的治疗性疫苗,获得BRII-179的授权许可时,其还是一个临床前阶段项目。目前BRII-179已完成的1b/2a期临床研究机制的验证。 BRII-179含有与VBI的Sci-B-Vac疫苗所用的相同重组蛋白质成分。Sci-B-Vac是唯一已获批准且目前在售的第三代预防性疫苗,由所有三种HBV表面抗原(PreS1、PreS2及S)组成,是唯一具有所有三种病毒抗原的疫苗。BRII-179具有与Sci-B-Vac不同的佐剂,旨在增强Th1型T细胞及抗体应答。具有强力T细胞和B细胞佐剂的BRII-179将引起针对HBV的免疫耐受突破,有助于实现HBV功能性治","text":"今日,腾盛博药在港交所上市,共发行1.11亿股股份,发行定价22.25港元,由摩根士丹利和UBS联合保荐。 ▲来源:招股书 在治疗传染病药物市场中,曾经造就了很多传奇药企。吉利德就是个典型的例子,自从研发出丙肝治愈药“吉一代”索磷布韦后,吉利德先后推出了四代丙肝治愈药,靠着这几款产品吉利德成为全球TOP10的大药企。而今腾盛博药似乎有意要走吉利德的老路,将焦点集中在了传染病治疗领域。细究起其在研管线的质地和科研团队的研发实力,以及资本的加持情况,腾盛博药成功的概率非常大。 稀缺的研发管线 腾盛博药生物科技有限公司(“腾盛博药”)是一家致力于促进中国及全球就重大传染病及其他具有重大公共卫生负担的疾病的生物技术公司,业务模式为内部药物研发与License-in相结合。 目前,腾盛博药已建立了一条针对传染病及中枢神经系统疾病由10多个创新候选产品组成的管线,涵盖临床前到临床阶段项目,其中9个项目为License-in项目。 ▲腾盛博药研发管线,来源:招股书 用于HBV功能性治愈的BRII-179、BRII-835及两者的联合疗法 BRII-179是腾盛博药的核心产品,是一款于2018年12月自VBI公司License-in的治疗性疫苗,获得BRII-179的授权许可时,其还是一个临床前阶段项目。目前BRII-179已完成的1b/2a期临床研究机制的验证。 BRII-179含有与VBI的Sci-B-Vac疫苗所用的相同重组蛋白质成分。Sci-B-Vac是唯一已获批准且目前在售的第三代预防性疫苗,由所有三种HBV表面抗原(PreS1、PreS2及S)组成,是唯一具有所有三种病毒抗原的疫苗。BRII-179具有与Sci-B-Vac不同的佐剂,旨在增强Th1型T细胞及抗体应答。具有强力T细胞和B细胞佐剂的BRII-179将引起针对HBV的免疫耐受突破,有助于实现HBV功能性治","images":[{"img":"https://static.tigerbbs.com/175d8abdbf3b4b34a613fd4be0e96f23","width":"553","height":"242"},{"img":"https://static.tigerbbs.com/4a40c1ae6b514ca990462c404c21e7fb","width":"554","height":"84"},{"img":"https://static.tigerbbs.com/3f6f21d35a7c41e6919320de1f9a6d8d","width":"17","height":"38"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145367153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145555452,"gmtCreate":1626232286076,"gmtModify":1626232286076,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145555452","repostId":"145351539","repostType":1,"repost":{"id":145351539,"gmtCreate":1626152400000,"gmtModify":1626229919499,"author":{"id":"3521780467553388","authorId":"3521780467553388","name":"甲子光年","avatar":"https://static.tigerbbs.com/f11aeafdd813db338b7437223bccd7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521780467553388","authorIdStr":"3521780467553388"},"themes":[],"title":"为9000万乙肝患者找药,腾盛博药值150亿市值吗? | 不止IPO","htmlText":"创新药物的上市,比创新药物公司的上市难多了。 作者 | 张核 制表 | 王泽华 编辑 | 杨杨 宋家婷 2021年7月13日,腾盛博药生物科技有限公司(以下简称“腾盛博药”)在港上市。 腾盛博药将此次香港IPO价格定为22.25港元/股,预计全球发售所得款项净额约为23.34亿港元。摩根士丹利、UBS为其联席保荐人。开盘当日截至9点40分,股价破发,跌3.6%至21.45港元,午市收盘价则回涨3.4%至23港元/股。 七月初医药股刚刚经历一波大幅下跌。业内人士指出,尽管医药板块近两年一直被认为是“黄金赛道”,但月初国家药品监督管理局药品审评中心发布的一纸征求意见书,直指目前仿创药占据市场主流、肿瘤药物研发扎堆等问题,市场解读相对负面。 不过也有观点认为,这次的震荡,长期来看利大于弊。让仅有创新之名而无创新之实的药物研发企业出局,是以患者最终获益为出发点,对于医药行业来说是件好事。 随着技术难点被突破及相关产品上市,腾盛博药所专注的小核酸药物在这两年终于迎来市场关注。该领域内的先行者Alnylam公司,于2020年获黑石20亿美元投资,公司股价也一路上升,市值超200亿美元,资本市场的认可度可见一斑。 腾盛博药的管线重点专注于传染病领域,目前已有针对乙肝病毒、HIV、新冠、革兰氏阴性菌的多种药物在研,针对抑郁症的中枢神经系统的药物也正在研发中。 腾盛博药创办于2017年,创始人洪志博士曾任葛兰素史克感染性疾病治疗领域的高级副总裁和部门负责人,公司核心团队中亦有多个成员曾在罗氏、吉利德等公司担任高级职位。博裕资本、通和毓承、ARCH Venture、红杉资本、云锋基金是其前五大股东。不过公司目前尚无已产品化的药物,没有规模化营收。 相对于公司扎堆的肿瘤药物领域,腾盛博药自成立初期就瞄准了市场空白巨大的传染病领域,并提出要通过创新疗法对乙肝实现功能性治愈。腾盛","listText":"创新药物的上市,比创新药物公司的上市难多了。 作者 | 张核 制表 | 王泽华 编辑 | 杨杨 宋家婷 2021年7月13日,腾盛博药生物科技有限公司(以下简称“腾盛博药”)在港上市。 腾盛博药将此次香港IPO价格定为22.25港元/股,预计全球发售所得款项净额约为23.34亿港元。摩根士丹利、UBS为其联席保荐人。开盘当日截至9点40分,股价破发,跌3.6%至21.45港元,午市收盘价则回涨3.4%至23港元/股。 七月初医药股刚刚经历一波大幅下跌。业内人士指出,尽管医药板块近两年一直被认为是“黄金赛道”,但月初国家药品监督管理局药品审评中心发布的一纸征求意见书,直指目前仿创药占据市场主流、肿瘤药物研发扎堆等问题,市场解读相对负面。 不过也有观点认为,这次的震荡,长期来看利大于弊。让仅有创新之名而无创新之实的药物研发企业出局,是以患者最终获益为出发点,对于医药行业来说是件好事。 随着技术难点被突破及相关产品上市,腾盛博药所专注的小核酸药物在这两年终于迎来市场关注。该领域内的先行者Alnylam公司,于2020年获黑石20亿美元投资,公司股价也一路上升,市值超200亿美元,资本市场的认可度可见一斑。 腾盛博药的管线重点专注于传染病领域,目前已有针对乙肝病毒、HIV、新冠、革兰氏阴性菌的多种药物在研,针对抑郁症的中枢神经系统的药物也正在研发中。 腾盛博药创办于2017年,创始人洪志博士曾任葛兰素史克感染性疾病治疗领域的高级副总裁和部门负责人,公司核心团队中亦有多个成员曾在罗氏、吉利德等公司担任高级职位。博裕资本、通和毓承、ARCH Venture、红杉资本、云锋基金是其前五大股东。不过公司目前尚无已产品化的药物,没有规模化营收。 相对于公司扎堆的肿瘤药物领域,腾盛博药自成立初期就瞄准了市场空白巨大的传染病领域,并提出要通过创新疗法对乙肝实现功能性治愈。腾盛","text":"创新药物的上市,比创新药物公司的上市难多了。 作者 | 张核 制表 | 王泽华 编辑 | 杨杨 宋家婷 2021年7月13日,腾盛博药生物科技有限公司(以下简称“腾盛博药”)在港上市。 腾盛博药将此次香港IPO价格定为22.25港元/股,预计全球发售所得款项净额约为23.34亿港元。摩根士丹利、UBS为其联席保荐人。开盘当日截至9点40分,股价破发,跌3.6%至21.45港元,午市收盘价则回涨3.4%至23港元/股。 七月初医药股刚刚经历一波大幅下跌。业内人士指出,尽管医药板块近两年一直被认为是“黄金赛道”,但月初国家药品监督管理局药品审评中心发布的一纸征求意见书,直指目前仿创药占据市场主流、肿瘤药物研发扎堆等问题,市场解读相对负面。 不过也有观点认为,这次的震荡,长期来看利大于弊。让仅有创新之名而无创新之实的药物研发企业出局,是以患者最终获益为出发点,对于医药行业来说是件好事。 随着技术难点被突破及相关产品上市,腾盛博药所专注的小核酸药物在这两年终于迎来市场关注。该领域内的先行者Alnylam公司,于2020年获黑石20亿美元投资,公司股价也一路上升,市值超200亿美元,资本市场的认可度可见一斑。 腾盛博药的管线重点专注于传染病领域,目前已有针对乙肝病毒、HIV、新冠、革兰氏阴性菌的多种药物在研,针对抑郁症的中枢神经系统的药物也正在研发中。 腾盛博药创办于2017年,创始人洪志博士曾任葛兰素史克感染性疾病治疗领域的高级副总裁和部门负责人,公司核心团队中亦有多个成员曾在罗氏、吉利德等公司担任高级职位。博裕资本、通和毓承、ARCH Venture、红杉资本、云锋基金是其前五大股东。不过公司目前尚无已产品化的药物,没有规模化营收。 相对于公司扎堆的肿瘤药物领域,腾盛博药自成立初期就瞄准了市场空白巨大的传染病领域,并提出要通过创新疗法对乙肝实现功能性治愈。腾盛","images":[{"img":"https://static.tigerbbs.com/c177ac3229d34393bd110edc33927b09","width":"746","height":"503"},{"img":"https://static.tigerbbs.com/16f344ebf25b4437af81827970c3d22a","width":"1080","height":"520"},{"img":"https://static.tigerbbs.com/d4e081b7f6c742aa88918f0f25b9eb18","width":"939","height":"9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145351539","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141095118,"gmtCreate":1625822592234,"gmtModify":1625822592234,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141095118","repostId":"1118527604","repostType":2,"repost":{"id":"1118527604","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625788241,"share":"https://www.laohu8.com/m/news/1118527604?lang=&edition=full","pubTime":"2021-07-09 07:50","market":"hk","language":"zh","title":"领悦服务集团一手中签率13%,认购9手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1118527604","media":"老虎资讯综合","summary":"7月9日,领悦服务集团发布公告,公司全球发售7000万股股份,其中香港发售股份700万股,国际发售股份6300万股,另有15%超额配股权;最终发售价已厘定为每股发售股份4.19港元,每手买卖单位100","content":"<p>7月9日,<a href=\"https://laohu8.com/S/02165\">领悦服务集团</a>发布公告,公司全球发售7000万股股份,其中香港发售股份700万股,国际发售股份6300万股,另有15%超额配股权;最终发售价已厘定为每股发售股份4.19港元,每手买卖单位1000股;建银国际为独家保荐人,预期股份将于2021年7月12日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下:</b></p>\n<p><img src=\"https://static.tigerbbs.com/487994986cb87ca20eaf2517bb82475c\" tg-width=\"1059\" tg-height=\"824\"></p>\n<p><b>分配结果:</b></p>\n<p>甲组每手1000股,一手中签率13%,认购9手稳中一手。</p>\n<p>乙组头为150万股(1500手),获配875000股(875手)。</p>\n<p><img src=\"https://static.tigerbbs.com/ecbbc3bcf84da5d8444432c4ea0902fe\" tg-width=\"595\" tg-height=\"770\" referrerpolicy=\"no-referrer\"></p>\n<p>根据国际发售初步提呈发售的发售股份已获略微超额认购。国际发售项下合共7560.06万股股份已获认购,相当于国际发售初步可供认购发售股份总数约1.20倍。香港公开发售项下初步提呈发售的香港发售股份已获适度超额认购。合共接获10,159份有效申请,认购合共3659.7万股香港发售股份,相当于香港公开发售项下初步可供认购的香港发售股份总数约5.23倍。</p>\n<p>按最终发售价每股发售股份4.19港元计,且假设超额配股权未获行使,估计公司将自全球发售收取的所得款项净额约为2.452亿港元。其中,所得款项净额约70.0%将用于战略收购及投资;所得款项净额约20.0%将用于升级信息系统及设备;及所得款项净额约10.0%将用于营运资金及一般公司用途。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>领悦服务集团一手中签率13%,认购9手稳中一手</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n领悦服务集团一手中签率13%,认购9手稳中一手\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-09 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月9日,<a href=\"https://laohu8.com/S/02165\">领悦服务集团</a>发布公告,公司全球发售7000万股股份,其中香港发售股份700万股,国际发售股份6300万股,另有15%超额配股权;最终发售价已厘定为每股发售股份4.19港元,每手买卖单位1000股;建银国际为独家保荐人,预期股份将于2021年7月12日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下:</b></p>\n<p><img src=\"https://static.tigerbbs.com/487994986cb87ca20eaf2517bb82475c\" tg-width=\"1059\" tg-height=\"824\"></p>\n<p><b>分配结果:</b></p>\n<p>甲组每手1000股,一手中签率13%,认购9手稳中一手。</p>\n<p>乙组头为150万股(1500手),获配875000股(875手)。</p>\n<p><img src=\"https://static.tigerbbs.com/ecbbc3bcf84da5d8444432c4ea0902fe\" tg-width=\"595\" tg-height=\"770\" referrerpolicy=\"no-referrer\"></p>\n<p>根据国际发售初步提呈发售的发售股份已获略微超额认购。国际发售项下合共7560.06万股股份已获认购,相当于国际发售初步可供认购发售股份总数约1.20倍。香港公开发售项下初步提呈发售的香港发售股份已获适度超额认购。合共接获10,159份有效申请,认购合共3659.7万股香港发售股份,相当于香港公开发售项下初步可供认购的香港发售股份总数约5.23倍。</p>\n<p>按最终发售价每股发售股份4.19港元计,且假设超额配股权未获行使,估计公司将自全球发售收取的所得款项净额约为2.452亿港元。其中,所得款项净额约70.0%将用于战略收购及投资;所得款项净额约20.0%将用于升级信息系统及设备;及所得款项净额约10.0%将用于营运资金及一般公司用途。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02165":"领悦服务集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118527604","content_text":"7月9日,领悦服务集团发布公告,公司全球发售7000万股股份,其中香港发售股份700万股,国际发售股份6300万股,另有15%超额配股权;最终发售价已厘定为每股发售股份4.19港元,每手买卖单位1000股;建银国际为独家保荐人,预期股份将于2021年7月12日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下:\n\n分配结果:\n甲组每手1000股,一手中签率13%,认购9手稳中一手。\n乙组头为150万股(1500手),获配875000股(875手)。\n\n根据国际发售初步提呈发售的发售股份已获略微超额认购。国际发售项下合共7560.06万股股份已获认购,相当于国际发售初步可供认购发售股份总数约1.20倍。香港公开发售项下初步提呈发售的香港发售股份已获适度超额认购。合共接获10,159份有效申请,认购合共3659.7万股香港发售股份,相当于香港公开发售项下初步可供认购的香港发售股份总数约5.23倍。\n按最终发售价每股发售股份4.19港元计,且假设超额配股权未获行使,估计公司将自全球发售收取的所得款项净额约为2.452亿港元。其中,所得款项净额约70.0%将用于战略收购及投资;所得款项净额约20.0%将用于升级信息系统及设备;及所得款项净额约10.0%将用于营运资金及一般公司用途。","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141093026,"gmtCreate":1625822217165,"gmtModify":1625822217165,"author":{"id":"3586208714050851","authorId":"3586208714050851","name":"10木","avatar":"https://static.tigerbbs.com/038c24d47fbeca8021eb46721c4c6709","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586208714050851","authorIdStr":"3586208714050851"},"themes":[],"htmlText":"好厉害","listText":"好厉害","text":"好厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141093026","repostId":"141005516","repostType":1,"repost":{"id":141005516,"gmtCreate":1625821894935,"gmtModify":1625821894935,"author":{"id":"3582585850592281","authorId":"3582585850592281","name":"木棉花开了","avatar":"https://static.tigerbbs.com/9fca5793e222d631e28790cd32945ef1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582585850592281","authorIdStr":"3582585850592281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02165\">$领悦服务集团(02165)$</a>打新手续费赚回来了","listText":"<a 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