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- l8698ll8698l
  ·2021-06-29
  [微笑]
  非常抱歉，此主贴已删除
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- l8698ll8698l
  ·2021-06-29
  [微笑]
  高瓴等巨头加持！首家“A+H+N”三地上市药企来了
  6月28日，上交所发布科创板上市委2021年第43次审议会议结果公告，百济神州首发获通过。中金公司及高盛高华为联合保荐人。公司此次科创板IPO拟募资200亿元，用于药物临床试验研发项目、研发中心建设
  高瓴等巨头加持！首家“A+H+N”三地上市药企来了
  474 评论
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- l8698ll8698l
  ·2021-06-29
  [微笑]
  【异动】造车新势力彻底爆发，蔚来汽车涨9%
  6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。
  【异动】造车新势力彻底爆发，蔚来汽车涨9%
  526 评论
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- l8698ll8698l
  ·2021-06-28
  [微笑]
  非常抱歉，此主贴已删除
  394 评论
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- l8698ll8698l
  ·2021-06-28
  [微笑]
  非常抱歉，此主贴已删除
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- l8698ll8698l
  ·2021-06-28
  [微笑]
  成长VS价值，这是当下美股最大分歧
  一场成长股与价值股之间的角力正在展开。行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。就不确定性而言，一方面，美国货币和财政支持可能
  成长VS价值，这是当下美股最大分歧
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- l8698ll8698l
  ·2021-06-22
  期待[财迷]
  非常抱歉，此主贴已删除
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23:20","market":"us","language":"zh","title":"高瓴等巨头加持！首家“A+H+N”三地上市药企来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1138719779","media":"中国证券报  ","summary":"6月28日，上交所发布科创板上市委2021年第43次审议会议结果公告，百济神州首发获通过。中金公司及高盛高华为联合保荐人。\n公司此次科创板IPO拟募资200亿元，用于药物临床试验研发项目、研发中心建设","content":"<div>\n<p>6月28日，上交所发布科创板上市委2021年第43次审议会议结果公告，百济神州首发获通过。中金公司及高盛高华为联合保荐人。\n公司此次科创板IPO拟募资200亿元，用于药物临床试验研发项目、研发中心建设项目、生产基地研发及产业化项目、营销网络建设项目以及补充流动资金。\n2016年，百济神州在纳斯达克上市，2018年登陆香港联交所。此次公司科创板IPO获通过，意味着公司成为首家在纳斯达克、港交所与...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/l4OXf3fRXMzPRJO3XBmeTA\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>高瓴等巨头加持！首家“A+H+N”三地上市药企来了</title>\n<style 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href=\"https://mp.weixin.qq.com/s/l4OXf3fRXMzPRJO3XBmeTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f874ded00c644297784368a7af94c8ae","relate_stocks":{"BGNE":"百济神州","06160":"百济神州"},"source_url":"https://mp.weixin.qq.com/s/l4OXf3fRXMzPRJO3XBmeTA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138719779","content_text":"6月28日，上交所发布科创板上市委2021年第43次审议会议结果公告，百济神州首发获通过。中金公司及高盛高华为联合保荐人。\n公司此次科创板IPO拟募资200亿元，用于药物临床试验研发项目、研发中心建设项目、生产基地研发及产业化项目、营销网络建设项目以及补充流动资金。\n2016年，百济神州在纳斯达克上市，2018年登陆香港联交所。此次公司科创板IPO获通过，意味着公司成为首家在纳斯达克、港交所与上交所三地上市的全球性生物科技公司。\n\n来源：上交所网站\n三个核心产品均为国内首创\n百济神州成立于2010年，是一家全球性生物科技公司，专注于研究、开发、生产以及商业化创新型药物。\n目前，公司商业化产品及临床阶段候选药物共有47款，包括8款商业化阶段药物、4款已申报候选药物和35款临床阶段候选药物。3款由百济神州自主研发的创新药物BTK小分子抑制剂百悦泽、抗PD-1单抗百泽安和PARP抑制剂百汇泽处于商业化阶段。\n其中，百悦泽于2019年11月获得美国食品和药品监督管理局（FDA）加速批准上市，成为我国首个在美获批上市的中国本土自主研发抗癌新药，改写了中国抗癌新药“只进不出”的历史，实现国产新药出海“零的突破”，也是首个获得FDA授予四项特殊通道认定的中国新药和首个获得中国CSCO指南与美国NCCN临床指南双重推荐的本土研发抗肿瘤新药。2020年12月，百悦泽获批的两个适应症全部纳入国家新版医保目录。目前，百悦泽已经在美国、中国、阿联酋、加拿大获批上市，并已在全球提交超过20项上市申请，覆盖全球超过40个国家/地区。\n百泽安已在国内获批用于治疗复发或难治性经典型霍奇金淋巴瘤（R/R cHL）、局部晚期或转移性尿路上皮癌（UC）、一线鳞状非小细胞肺癌，前两项适应症已于2020年12月纳入国家新版医保目录。2021年，百济神州与诺华公司就百泽安在北美、欧洲、日本等多个国家的开发与商业化达成授权合作协议，总交易金额超过22亿美元，创下当时国内单品种药物授权交易金额最高纪录，加速推动百泽安走向全球。\n百汇泽是百济神州自主研发的一款PARP1和PARP2抑制剂，是目前已知唯一非药物泵P-gp(P糖蛋白)底物的PARP抑制剂，具有低耐药、高透膜和高捕获性的产品特点。2021年5月，获得国家药监局附条件批准用于治疗既往接受过至少二线化疗、伴有胚系BRCA突变的晚期卵巢癌、输卵管癌或原发性腹膜癌患者，成为中国首款获批用于治疗涵盖铂敏感以及铂耐药复发性伴有胚系BRCA突变的卵巢癌患者PARP抑制剂，也是百济神州第三款获得上市许可的自主研发抗癌新药。\n新药研发、生产、商业化是一个投资大、周期长、风险高的过程，公司在药物早期发现、临床前研究、临床开发、监管审查、生产、商业化推广等多个环节持续投入。\n招股书显示，2017年至2020年1-9月（报告期），百济神州营业收入分别为16.11亿元、13.10亿元、29.54亿元和14.59亿元，包括药品销售收入以及技术授权和研发服务收入，公司实现归属于母公司股东的净利润分别为-9.82亿元、-47.47亿元、-69.15亿元及-81.04亿元。截至2020年9月30日，公司累计未分配利润为-243.03亿元。\n值得注意的是，据公司5月7日发布的业绩报显示，2021年一季度，公司实现收入6.06亿美元，实现净利润0.67亿美元。这也是公司自2018年8月8日港股上市以来，首度在报表中实现盈利。\n逾百项全球临床试验进行中\n报告期，公司的研发费用分别为20.167亿元、45.97亿元、65.88亿元和66.03亿元，研发费用率分别为125.20%、350.88%、223.03%和452.66%。\n公司拥有完整的肿瘤生物学研发体系，建立了包括药物化学、发现生物学、生物药和转换科学在内的临床前研究部门，拥有包括化合物筛选平台、小分子激酶抑制剂优化平台、分析化学研究平台、双（多）特异性抗体发现平台、单B细胞抗体筛选平台和抗体-药物偶联物（ADC）开发平台等多种药物发现技术平台。\n公司的研发引擎与生产和临床开发无缝衔接，源源不断地提供新的产品管线。截至2021年1月，公司共拥有研发人员超过2100名，占员工总数超过40%。同时，公司建立了强大的全球临床开发团队。\n截至2021年3月，公司在超过35个国家和地区执行超过100项计划中或正在进行的临床试验，包括超过25项III期或潜在注册可用的临床试验，总入组患者及健康受试者超过12000人，其中海外入组超过5700人。此外，公司分别于2017、2019和2021年与全球领先的制药和生物科技公司百时美施贵宝、安进和诺华达成了全球战略合作。\n安进、高瓴是重要股东\n截至2020年9月30日，公司第一大股东安进持股比例为20.36%。报告期内，公司股权较为分散，公司任何单一股东所持股权或表决权均未超过30%，且直接持有公司5%以上股份的主要股东之间不存在一致行动关系。因此，公司无控股股东和实际控制人。\n天眼查显示，公司在此次IPO之前，已经完成了9轮融资，高瓴资本参与了多次。\n\n来源：天眼查\n招股说明书显示，截至2020年9月30日，高瓴资本及其一致行动人合计共持有公司1.47亿股，占公司已发行股份总数的12.43%。\n\n来源：公司招股说明书","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150684517,"gmtCreate":1624896471039,"gmtModify":1633947277984,"author":{"id":"3582004291158437","authorId":"3582004291158437","authorIdStr":"3582004291158437","name":"l8698l","avatar":"https://static.tigerbbs.com/7e653fb0e35a6967e8ad5601b7b2d10d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150684517","repostId":"1189694806","repostType":4,"repost":{"id":"1189694806","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":1624894784,"share":"https://www.laohu8.com/m/news/1189694806?lang=&edition=full","pubTime":"2021-06-28 23:39","market":"us","language":"zh","title":"【异动】造车新势力彻底爆发，蔚来汽车涨9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189694806","media":"老虎资讯综合","summary":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","content":"<p>6月28日，中概新能源车股持续走高，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨9%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超7%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>【异动】造车新势力彻底爆发，蔚来汽车涨9%</title>\n<style 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href=\"https://laohu8.com/S/NIO\">蔚来</a>涨9%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超7%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来","LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127936077,"gmtCreate":1624811680999,"gmtModify":1633948424696,"author":{"id":"3582004291158437","authorId":"3582004291158437","authorIdStr":"3582004291158437","name":"l8698l","avatar":"https://static.tigerbbs.com/7e653fb0e35a6967e8ad5601b7b2d10d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127936077","repostId":"1169261469","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127938630,"gmtCreate":1624811565420,"gmtModify":1633948424940,"author":{"id":"3582004291158437","authorId":"3582004291158437","authorIdStr":"3582004291158437","name":"l8698l","avatar":"https://static.tigerbbs.com/7e653fb0e35a6967e8ad5601b7b2d10d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127938630","repostId":"1188094143","repostType":4,"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127933715,"gmtCreate":1624811361337,"gmtModify":1633948426583,"author":{"id":"3582004291158437","authorId":"3582004291158437","authorIdStr":"3582004291158437","name":"l8698l","avatar":"https://static.tigerbbs.com/7e653fb0e35a6967e8ad5601b7b2d10d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127933715","repostId":"1175717613","repostType":4,"repost":{"id":"1175717613","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1624799107,"share":"https://www.laohu8.com/m/news/1175717613?lang=&edition=full","pubTime":"2021-06-27 21:05","market":"us","language":"zh","title":"成长VS价值，这是当下美股最大分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=1175717613","media":"华尔街见闻","summary":"一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能","content":"<blockquote>\n 一场成长股与价值股之间的角力正在展开。\n</blockquote>\n<p>行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。</p>\n<p>就不确定性而言，一方面，美国货币和财政支持可能会减少，这将削弱当前经济复苏的活力，并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。</p>\n<p>另一方面，通胀走势成为牵动美股走势的另一大不确定性，如果价格的上行压力持续，结果是加息预期上升，美股可能会经历一段坎坷之路。</p>\n<p>这些不确定性主宰着成长和价值股票走势，通胀和货币政策走向预期的变动将决定美股下半年的风格。</p>\n<p>华尔街见闻此前提及，今年初以来，随着美债收益率快速走高，美股快速轮动，疫情期间风光无限的科技巨头们股价大幅回调，而对经济复苏较为敏感的周期股集体反弹。</p>\n<p>但近期，随着通胀预期降温，美债收益率下行，科技股重获市场青睐，尤其是美联储暗示将早于预期加息以来，科技股涨势加剧。</p>\n<p>有不少分析师站队科技股，认为经过一番回调，目前美国科技巨头们的估值已经开始彰显吸引力，这意味着这些科技领头羊有望继续上涨。</p>\n<p>巴克莱策略师Maneesh Deshpande认为目前美国科技股相对便宜。巴克莱(Barclays)的数据显示，FANMAG目前的平均预期市盈率为29.9倍。这只比2019年12月大流行开始前的约28倍高一点点，比去年年中40倍的峰值大幅下降。</p>\n<p>格伦米德(Glenmede)私人财富首席投资官Jason Pride则认为，价值股的行情还未结束，价值股将跑赢科技股：</p>\n<blockquote>\n 我们仍处于基本面复苏之中，经济增长和收入都有所提高。我们的基本假设是，通胀最终会稳定在2%至3%之间，这对价值股的益处将大于成长股。\n</blockquote>\n<p>摩根士丹利资产管理公司也偏好价值股。该机构高级投资组合经理Andrew Slimmon表示，在经济形势更为强劲的时候，倾向于持有对通胀敏感的股票，而人们可能低估了这个周期的持续时间。</p>\n<p>Slimmon指出，相对于更广泛的市场，价值型股票仍然很便宜，价值股表现超大盘的阶段将持续下去。</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>成长VS价值，这是当下美股最大分歧</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175717613","content_text":"一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能会减少，这将削弱当前经济复苏的活力，并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。\n另一方面，通胀走势成为牵动美股走势的另一大不确定性，如果价格的上行压力持续，结果是加息预期上升，美股可能会经历一段坎坷之路。\n这些不确定性主宰着成长和价值股票走势，通胀和货币政策走向预期的变动将决定美股下半年的风格。\n华尔街见闻此前提及，今年初以来，随着美债收益率快速走高，美股快速轮动，疫情期间风光无限的科技巨头们股价大幅回调，而对经济复苏较为敏感的周期股集体反弹。\n但近期，随着通胀预期降温，美债收益率下行，科技股重获市场青睐，尤其是美联储暗示将早于预期加息以来，科技股涨势加剧。\n有不少分析师站队科技股，认为经过一番回调，目前美国科技巨头们的估值已经开始彰显吸引力，这意味着这些科技领头羊有望继续上涨。\n巴克莱策略师Maneesh Deshpande认为目前美国科技股相对便宜。巴克莱(Barclays)的数据显示，FANMAG目前的平均预期市盈率为29.9倍。这只比2019年12月大流行开始前的约28倍高一点点，比去年年中40倍的峰值大幅下降。\n格伦米德(Glenmede)私人财富首席投资官Jason Pride则认为，价值股的行情还未结束，价值股将跑赢科技股：\n\n 我们仍处于基本面复苏之中，经济增长和收入都有所提高。我们的基本假设是，通胀最终会稳定在2%至3%之间，这对价值股的益处将大于成长股。\n\n摩根士丹利资产管理公司也偏好价值股。该机构高级投资组合经理Andrew Slimmon表示，在经济形势更为强劲的时候，倾向于持有对通胀敏感的股票，而人们可能低估了这个周期的持续时间。\nSlimmon指出，相对于更广泛的市场，价值型股票仍然很便宜，价值股表现超大盘的阶段将持续下去。","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129625094,"gmtCreate":1624371757018,"gmtModify":1634007109669,"author":{"id":"3582004291158437","authorId":"3582004291158437","authorIdStr":"3582004291158437","name":"l8698l","avatar":"https://static.tigerbbs.com/7e653fb0e35a6967e8ad5601b7b2d10d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"期待[财迷]&nbsp;","listText":"期待[财迷]&nbsp;","text":"期待[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129625094","repostId":"1111181497","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}