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Pfizer Just Reminded Investors Why You Should Never Count Its Stock Out
The Motley Fool· 2025-09-30 08:00
The company recently announced an acquisition that will bolster its growth prospects in the GLP-1 obesity market.Pfizer (PFE 0.32%)'s stock just can't seem to get out of a tailspin. It faces question marks about its future growth, and investors have effectively given up on it. Even though it looks like cheap stock to own, it continues to fall in value. Over the past 12 months, it's down 18% heading into trading this week. And over a five-year period, it has declined by 30%. There is, however, a compelling c ...
WINREVAIR™ (sotatercept-csrk) Reduced the Risk of Clinical Worsening Events by 76% Compared to Placebo in Patients Recently Diagnosed With PAH on Background Therapy in Phase 3 HYPERION Trial
Businesswire· 2025-09-30 07:39
RAHWAY, N.J.--(BUSINESS WIRE)--Merck (NYSE: MRK), known as MSD outside the United States and Canada, today announced positive results from the Phase 3 HYPERION trial evaluating WINREVAIRâ"¢ (sotatercept-csrk) versus placebo (both in combination with background therapy) in recently diagnosed adults with pulmonary arterial hypertension (PAH, WHO* Group 1) functional class (FC) II or III at intermediate or high risk of disease progression. In the study, WINREVAIR reduced the risk of clinical worseni. ...
Citi’s Indian-born banker Raghavan rises as CEO dark horse
The Economic Times· 2025-09-30 06:35
As reported by Bloomberg, Raghavan directly approached Citi chief executive Jane Fraser in 2023, when she was struggling to find a leader for investment banking. He pitched himself as the one who could revive the division. Within days, he was on a flight to New York and sealed the deal.Since his arrival, Citi has gained ground in investment banking. The bank has advised on marquee transactions such as Johnson & Johnson’s $14.6 billion acquisition of Intra-Cellular Therapies and Nippon Steel’s $15 billion t ...
减重≠减脂,使用司美格鲁肽并不是要你一味的节食
GLP1减重宝典· 2025-09-30 03:02
整理 | GLP1减重宝典内容团队 过度节食会导致肌肉损失的主要原因是 营养不足 。当身体摄入的热量远低于维持基本生理功能所需时,身体会启动保护机制,优先消 耗肌肉组织以获取能量。肌肉是身体的耗能组织,而脂肪则是储能物质。在能量摄入不足的情况下,身体会通过分解肌肉中的蛋白质来 补充能量,从而导致肌肉量减少。 此外, 过度节食还可能引起荷尔蒙水平的变化 ,如皮质醇水平上升和睾酮水平下降,这些变化进一步促进肌肉分解并抑制肌肉合成。 长期的低热量摄入还可能导致新陈代谢率降低,因为身体为了节省能量会减缓代谢过程,这也会影响肌肉的维持。 ▍ 司美格鲁肽等GLP-1药物的减重机制 GLP-1 RA(胰高糖素样肽-1受体激动剂)是一类药物,它们通过模拟天然激素GLP-1的作用来发挥治疗效果。GLP-1是由肠道L细胞分 泌的一种肠促胰岛素激素,它在血糖调节中起着重要作用。GLP-1 RA的主要作用机制包括: 促进胰岛素分泌 :GLP-1 RA激活胰岛β细胞上的GLP-1受体,促进胰岛素的合成和分泌,这一作用是葡萄糖浓度依赖性的,即只有在血 糖水平升高时才会发生,从而有助于降低餐后血糖。 抑制胰高糖素分泌 :GLP-1 RA还 ...
华安基金科创板ETF周报:科创板ETF成立五周年,科创芯片指数涨9.05%
新浪基金· 2025-09-30 02:54
科创板政策及行业动态一览: 科创板政策与行业动向: 科创板投资生态逐步完善。2020年9月28日,首批4只科创板50ETF成立,截至2025年9月26日,科创板 ETF数量已达到102只。今年以来,科创板ETF阵营扩容显著提速。今年以来共成立了61只科创板ETF, 助力科创板ETF数量快速突破百只,构建起"宽基+行业+策略"的全维度指数工具箱。从最新动向看,公 募创新布局步履不停,相关新品还在密集上报。(数据来源:上海证券交易所,截至2025.9.26) 9月26日,上交所上市委发布2025年第40次审议会议结果公告,摩尔线程首发上市获得通过。全功能 GPU企业摩尔线程的顺利过会体现出科创板支持"硬科技"的属性定位,也为更多深耕硬核科技的企业传 递了明确信号,推动金融与科技创新的深度融合迈向新阶段。值得关注的是,摩尔线程科创板IPO从受 理到过会,不足三个月。此时恰逢科创板深化改革"1+6"系列政策推出百日,这意味着新政所带来的市 场积极效应正在持续显现。(以上个股仅作示例,不作为投资建议) 解读: 科创板相关产品阵营持续扩容,成为支撑硬科技企业发展的重要力量。硬科技国产替代进入攻坚期,芯 片、创新药等领域技 ...
药明康德 - 年度投资者日的十张图表
2025-09-30 02:22
涉及的行业与公司 * 行业为合同研究、开发与生产组织(CDMO)及合同研究组织(CRO)行业[1] * 公司为药明康德(WuXi AppTec Co Ltd)[1] 核心观点与论据 全球研发与外包趋势 * 小分子和合成新形态是全球研发管线的主力,在2024年贡献了54%的候选药物[2] * 小型生物制药公司对创新的贡献日益增加,其全球研发支出份额从2015年的17%上升至2024年的20%,并预计在2030年达到26%[2] * 从2022年到2025年中,风险投资资金的最大份额投向了小分子领域(37%),其次是生物制剂(26%)和细胞/基因疗法(17%)[3] * 全球生物制药公司向CRO的外包率正在上升,从2015年的35%增至2024年的52%,并预计在2030年达到62%[3] * 中国的创新生态系统正在缩小与美国的差距,其早期生物制药公司数量约为美国的一半[3] 药明康德的竞争地位与业务能力 * 药明康德的合同显示出分子复杂性增加,从2021年到2025年,长路线分子的合成步骤增加了22%,分子量超过600道尔顿的分子比例上升了63%[4] * 在肿瘤学、传染病、免疫学、代谢疾病和神经科学领域,约三分之一(27%-35%)的活跃客户使用药明康德的发现服务[4] * 在2024年至2025年中美国FDA批准的40种新型小分子药物中,药明康德生产了8种,占比20%[4] * 药明康德目前在GLP-1领域拥有23份合同,包括11个临床阶段多肽药物、11个临床阶段小分子药物和1个已上市药物,按数量计算占管线药物的24%(22/91)[5] * 在2024年至2025年中全球执行的213项合成药物许可和并购交易中,有62项(29%)是药明康德的客户[5] 其他重要内容 财务数据与估值 * 摩根士丹利对药明康德H股(2359 HK)的评级为增持(Overweight),目标价为106.00港元[7] * 公司预计2025年每股收益(EPS)为4.35元人民币,2026年为5.17元人民币,2027年为5.87元人民币[7] * 公司预计2025年净收入为451.75亿元人民币,2026年为520.28亿元人民币,2027年为584.91亿元人民币[7] 潜在风险 * 上行风险包括美联储利率拐点可能使生物技术融资回暖、有利的政府政策、运营效率改善带来的利润率扩张[41] * 下行风险包括人才流失、美国业务带来的利润率压力、全球竞争、知识产权保护或声誉风险、地缘政治风险[41]
3 Growth Stocks to Invest $1,000 Right Now
The Motley Fool· 2025-09-30 01:06
Market leaders riding secular tailwinds are likely to be profitable long-term investments.Those who succeed at building wealth in the stock market often do so by buying and holding stakes in companies that have the ability to expand steadily over time. Such companies can frequently be found in the technology and healthcare sectors -- two sources of innovations that sometimes reshape our lives.If you have $1,000 that you don't expect to need for bills or other contingencies, and that you can commit to your p ...
海西新药通过港交所聆讯 华泰国际和招银国际为联席保荐人
证券时报网· 2025-09-30 00:19
公司是一家商业化阶段的制药企业,拥有研发、生产和销售能力,并有在研创新药管线。公司已获批14 款仿制药,并拥有四款在研创新药。商业化产品组合涵盖消化系统、心血管系统、内分泌系统、神经系 统及炎症疾病领域的仿制药。 公司采用仿制药和在研创新药的双轨业务模式。四款仿制药入选国家带量采购(VBP)计划,并持续贡献 大量收益。 海西新药已通过港交所上市聆讯,华泰国际和招银国际为其联席保荐人。 2024年,安必力、海慧通、瑞安妥和赛西福等产品为公司贡献了显著收益,其中海慧通在中国市场份额 位居第一。 ...
Corcept Therapeutics Beats Q2 Estimates, Cuts Guidance and Advances NDA for New Cancer Drug
Yahoo Finance· 2025-09-29 23:20
Corcept Therapeutics Incorporated (NASDAQ:CORT) is one of the 12 Stocks with Consistent Growth to Invest In. Following a strong positive second quarter, the company lowers its full-year guidance and announces the NDA acceptance for a new drug by the FDA. Corcept Therapeutics Beats Q2 Estimates, Cuts Guidance and Advances NDA for New Cancer Drug Corcept Therapeutics Incorporated (NASDAQ:CORT) reported its Q2 2025 earnings on July 31, 2025, in which it highlighted a 45% EPS beat, achieving $0.29 per share ...
Crinetics Pharma (CRNX) Flies 35% Higher on FDA Approval of Acromegaly Drug
Yahoo Finance· 2025-09-29 22:54
We recently published 10 Big Names With Explosive Gains That Investors Can’t Ignore. Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX) is one of the companies that soared by double- and triple-digits last week. Shares of Crinetics Pharmaceuticals climbed by 35.39 percent week-on-week as investors gobbled up shares after the Food and Drug Administration (FDA) officially approved its drug treatment for acromegaly. In a statement, Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX) said that it officially secured the ...