2025年利润下滑1_老虎社区_美港股上老虎 - 老虎社区

2025年利润下滑10%的依据是啥？

远大医药：脓毒症创新疗法中国II期临床成功核药领跑者持续强化先发优势

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":445448236446496,"tweetId":"445448236446496","gmtCreate":1749773547971,"gmtModify":1749773549116,"author":{"id":3545732952498700,"idStr":"3545732952498700","authorId":3545732952498700,"authorIdStr":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/4fac557f0b1b42a2c259711648022bac","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.04","exceedPercentage":"93.94%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":764,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":753,"starInvestorOrderShareNum":337,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"showRor":false,"investmentPhilosophy":"静如处子，动如脱兔。一剑封喉","winRationPercentage":65.432099,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>2025年利润下滑10%的依据是啥？</p></body></html>","htmlText":"<html><head></head><body><p>2025年利润下滑10%的依据是啥？</p></body></html>","text":"2025年利润下滑10%的依据是啥？","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/445448236446496","repostId":2543256275,"repostType":2,"repost":{"id":"2543256275","kind":"news","pubTimestamp":1749770220,"share":"https://www.laohu8.com/m/news/2543256275?lang=zh_CN&edition=full","pubTime":"2025-06-13 07:17","market":"hk","language":"zh","title":"远大医药：脓毒症创新疗法中国II期临床成功 核药领跑者持续强化先发优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2543256275","media":"国信证券","summary":"国信医药观点：1）脓毒症的精准治疗是明确的未满足的临床需求，STC3141 是全球首个以重新构建免疫稳态为核心的脓毒症治疗方案，中国II 期临床研究成功达到临床终点，有望推动脓毒症治疗迈入新纪元；2）核药领域已出现“重磅炸弹”级别药物，国际MNC 纷纷入局核药，远大医药RDC 临床进展不断，产品管线储备丰富，有望迎来价值重估。","content":"<html><body><article><p>事项：</p><p>公司公告：1）<a href=\"https://laohu8.com/S/C76.SI\">创新</a>药物STC3141 在中国开展的用于治疗脓毒症的II 期临床研究成功达到临床终点；2）创新RDC 产品TLX591 加入国际多中心III 期临床试验的申请已获国家药监局受理；3）用于诊断肝细胞癌的创新RDC GPN02006 在中国开展的研究者发起的临床研究(IIT 临床研究)结果将于2025 年北美核医学与分子影像学会(SNMMI)年会中公布；4）成都温江核药全球研发及生产基地将在2025 年6 月正式投入运营。</p><p>国信医药观点：1）脓毒症的精准治疗是明确的未满足的临床需求，STC3141 是全球首个以重新构建免疫稳态为核心的脓毒症治疗方案，中国II 期临床研究成功达到临床终点，有望推动脓毒症治疗迈入新纪元；2）核药领域已出现“重磅炸弹”级别药物，国际MNC 纷纷入局核药，<a href=\"https://laohu8.com/S/00512\">远大医药</a>RDC 临床进展不断，产品管线储备丰富，有望迎来价值重估。3）投资建议：远大医药自2015 年以来加速创新转型，期待钇[90Y]微球注射液持续销售放量；RDC 研发进度位于行业前列，即将进入收获期；STC3141 有望推动脓毒症治疗迈入新纪元。维持盈利预测， 预计2025-27 年归母<span>净利润</span>22.18/24.65/27.97 亿港币， 同比增长-10.1%/11.1%/13.4%，当前股价对应PE 为14.8/13.3/11.7X。各业务板块合计估值371-412 亿港币，对应10.45-11.60 港币，维持“优于大市”评级。</p><p>风险提示</p><p>研发不及预期风险，竞争加剧风险，政策风险，销售不及预期，集采降价风险。</p></article></body></html>","source":"tencent","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>远大医药：脓毒症创新疗法中国II期临床成功 核药领跑者持续强化先发优势</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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远大医药：脓毒症创新疗法中国II期临床成功 核药领跑者持续强化先发优势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-13 07:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250613072255a4a6107a&s=b><strong>国信证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事项：公司公告：1）创新药物STC3141 在中国开展的用于治疗脓毒症的II 期临床研究成功达到临床终点；2）创新RDC 产品TLX591 加入国际多中心III 期临床试验的申请已获国家药监局受理；3）用于诊断肝细胞癌的创新RDC GPN02006 在中国开展的研究者发起的临床研究(IIT 临床研究)结果将于2025 年北美核医学与分子影像学会(SNMMI)年会中公布；4）成都温江核药全球研发及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250613072255a4a6107a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1191":"制药","00512":"远大医药"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250613072255a4a6107a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2543256275","content_text":"事项：公司公告：1）创新药物STC3141 在中国开展的用于治疗脓毒症的II 期临床研究成功达到临床终点；2）创新RDC 产品TLX591 加入国际多中心III 期临床试验的申请已获国家药监局受理；3）用于诊断肝细胞癌的创新RDC GPN02006 在中国开展的研究者发起的临床研究(IIT 临床研究)结果将于2025 年北美核医学与分子影像学会(SNMMI)年会中公布；4）成都温江核药全球研发及生产基地将在2025 年6 月正式投入运营。国信医药观点：1）脓毒症的精准治疗是明确的未满足的临床需求，STC3141 是全球首个以重新构建免疫稳态为核心的脓毒症治疗方案，中国II 期临床研究成功达到临床终点，有望推动脓毒症治疗迈入新纪元；2）核药领域已出现“重磅炸弹”级别药物，国际MNC 纷纷入局核药，远大医药RDC 临床进展不断，产品管线储备丰富，有望迎来价值重估。3）投资建议：远大医药自2015 年以来加速创新转型，期待钇[90Y]微球注射液持续销售放量；RDC 研发进度位于行业前列，即将进入收获期；STC3141 有望推动脓毒症治疗迈入新纪元。维持盈利预测， 预计2025-27 年归母净利润22.18/24.65/27.97 亿港币， 同比增长-10.1%/11.1%/13.4%，当前股价对应PE 为14.8/13.3/11.7X。各业务板块合计估值371-412 亿港币，对应10.45-11.60 港币，维持“优于大市”评级。风险提示研发不及预期风险，竞争加剧风险，政策风险，销售不及预期，集采降价风险。","news_type":1,"symbols_score_info":{"00512":1}},"isVote":1,"tweetType":1,"viewCount":768,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/445448236446496"}