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kingslyking
kingslyking
·
2025-12-04
$阿里巴巴-W(09988)$
这是短期回不了160了？
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kingslyking
kingslyking
·
2025-08-08
$再鼎医药(09688)$
业绩符合预期，艾加莫德环比趋势较好，全年收入指引不变，Q3即将迎来拐点，Q4盈利拐点，下半年催化较多，当下位置建议重点关注！ #收入稳步增长: 2Q'25为1.1亿美元, 重申全年总收入指引 #减亏盈利在望: 调整后运营亏损同比缩窄-37% Y/Y, 目标4Q迎来盈利拐点 #重磅催化在即: DLL3, KarXT, bemarituzumab #现金储备充足: 超8.3亿美元 [玫瑰]全球管线加速推进 [拳头]ZL-1310 (DLL3 ADC), 极具竞争力的疗效特征和安全性 - 全球1期数据: ORR 67% (2L SCLC), ORR 79% (2L SCLC @1.6mg/kg) - <2.0 mg/kg 剂量组: 无≥2级ILD, ≥3级TRAE 6%, 无药物相关停药 - 持续推进2L SCLC、1L SCLC和其他神经内分泌癌的临床 👉🏻2H'25: 2L SCLC 单药数据更新; 启动全球关键性研究 [拳头]ZL-1503 (IL-13/IL-31R), 潜在重磅自免单品 - EAACI公布临床前数据: 双通路 (炎症+瘙痒)、长效、耐受性良好 👉🏻2H'25: 开启用于特应性皮炎的全球1期临床研究 [玫瑰]商业化稳健增长 - 艾加莫德季度环比强劲复苏46% Q/Q, 第二季度患者使用量创新高; 受益于指南更新, 预计下半年增长加速 - 则乐短期表现受到市场竞争格局变化的影响; 进入下半年已企稳, 有信心2H恢复到Q1终端销售体量 ❗❗2H'25 重磅催化在即❗❗ - 1310 (DLL3 ADC): 进入2L SCLC
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href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> 这是短期回不了160了？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> 这是短期回不了160了？","text":"$阿里巴巴-W(09988)$ 这是短期回不了160了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507219326746936","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465339436028320,"gmtCreate":1754633882233,"gmtModify":1754634423125,"author":{"id":"4194944116260502","authorId":"4194944116260502","name":"kingslyking","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194944116260502","idStr":"4194944116260502"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09688\">$再鼎医药(09688)$ </a>业绩符合预期，艾加莫德环比趋势较好，全年收入指引不变，Q3即将迎来拐点，Q4盈利拐点，下半年催化较多，当下位置建议重点关注！ #收入稳步增长: 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无≥2级ILD, ≥3级TRAE 6%, 无药物相关停药 - 持续推进2L SCLC、1L SCLC和其他神经内分泌癌的临床 👉🏻2H'25: 2L SCLC 单药数据更新; 启动全球关键性研究 [拳头]ZL-1503 (IL-13/IL-31R), 潜在重磅自免单品 - EAACI公布临床前数据: 双通路 (炎症+瘙痒)、长效、耐受性良好 👉🏻2H'25: 开启用于特应性皮炎的全球1期临床研究 [玫瑰]商业化稳健增长 - 艾加莫德季度环比强劲复苏46% Q/Q, 第二季度患者使用量创新高; 受益于指南更新, 预计下半年增长加速 - 则乐短期表现受到市场竞争格局变化的影响; 进入下半年已企稳, 有信心2H恢复到Q1终端销售体量 ❗❗2H'25 重磅催化在即❗❗ - 1310 (DLL3 ADC): 进入2L SCLC","text":"$再鼎医药(09688)$ 业绩符合预期，艾加莫德环比趋势较好，全年收入指引不变，Q3即将迎来拐点，Q4盈利拐点，下半年催化较多，当下位置建议重点关注！ #收入稳步增长: 2Q'25为1.1亿美元, 重申全年总收入指引 #减亏盈利在望: 调整后运营亏损同比缩窄-37% Y/Y, 目标4Q迎来盈利拐点 #重磅催化在即: DLL3, KarXT, bemarituzumab #现金储备充足: 超8.3亿美元 [玫瑰]全球管线加速推进 [拳头]ZL-1310 (DLL3 ADC), 极具竞争力的疗效特征和安全性 - 全球1期数据: ORR 67% (2L SCLC), ORR 79% (2L SCLC @1.6mg/kg) - <2.0 mg/kg 剂量组: 无≥2级ILD, ≥3级TRAE 6%, 无药物相关停药 - 持续推进2L SCLC、1L SCLC和其他神经内分泌癌的临床 👉🏻2H'25: 2L SCLC 单药数据更新; 启动全球关键性研究 [拳头]ZL-1503 (IL-13/IL-31R), 潜在重磅自免单品 - EAACI公布临床前数据: 双通路 (炎症+瘙痒)、长效、耐受性良好 👉🏻2H'25: 开启用于特应性皮炎的全球1期临床研究 [玫瑰]商业化稳健增长 - 艾加莫德季度环比强劲复苏46% Q/Q, 第二季度患者使用量创新高; 受益于指南更新, 预计下半年增长加速 - 则乐短期表现受到市场竞争格局变化的影响; 进入下半年已企稳, 有信心2H恢复到Q1终端销售体量 ❗❗2H'25 重磅催化在即❗❗ - 1310 (DLL3 ADC): 进入2L SCLC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/465339436028320","isVote":1,"tweetType":1,"viewCount":3510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}