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丸子帅爸
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丸子帅爸
丸子帅爸
·
01:30
我平仓了
$禾赛(HSAI)$
,走的太弱了，继续减仓
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丸子帅爸
丸子帅爸
·
06-13
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
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。
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
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丸子帅爸
丸子帅爸
·
06-12
我开仓了2044.0股
$英特尔(INTC)$
,买回，小搓一把
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1,688
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6
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2
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丸子帅爸
丸子帅爸
·
06-10
我平仓了160手
$GLI.HK 20250627 18.00 PUT$
,平仓获利了结
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474
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1
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2
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丸子帅爸
丸子帅爸
·
06-05
我平仓了500.0股
$英特尔(INTC)$
,小搓一把
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888
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丸子帅爸
丸子帅爸
·
06-05
我开仓了6手
$HEX.HK 20250613 390.00 PUT$
,看着要跌啊
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530
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丸子帅爸
丸子帅爸
·
06-04
我开仓了1600.0股
$Nexgen Energy Ltd.(NXE)$
,买点，看好很核能，打个底仓
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929
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4
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1
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丸子帅爸
丸子帅爸
·
06-04
$禾赛(HSAI)$
再卖一点
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1,002
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2
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丸子帅爸
丸子帅爸
·
06-03
我开仓了
$Nexgen Energy Ltd.(NXE)$
,小仓位追个涨
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956
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2
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丸子帅爸
丸子帅爸
·
06-03
我开仓了
$英特尔(INTC)$
,有技术反弹可能，小押一注
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1,796
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href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a>,走的太弱了，继续减仓","listText":"我平仓了<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a>,走的太弱了，继续减仓","text":"我平仓了$禾赛(HSAI)$ ,走的太弱了，继续减仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447121315656056","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445448236446496,"gmtCreate":1749773547971,"gmtModify":1749773549116,"author":{"id":"3545732952498700","authorId":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3545732952498700","authorIdStr":"3545732952498700"},"themes":[],"htmlText":"2025年利润下滑10%的依据是啥？","listText":"2025年利润下滑10%的依据是啥？","text":"2025年利润下滑10%的依据是啥？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":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=&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 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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 <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\">Web Link</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 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