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诱含整夜不拔h1v1,新兴平台如何改变观众的观看习惯
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诱含整夜不拔h1v1,新兴平台如何改变观众的观看习惯

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  来源:e公司

  一年一度的美国临床肿瘤学会(ASCO)年会将于当地时间5月30日起在芝加哥举行,届时多家药企将发表多项最新研究成果。尽管距离年会举行尚有月余,但港股市场的抗癌概念股股价表现早已大放异彩。

  其中康方生物在抗癌药物研发领域成果斐然,股价连续创出历史新高,日前首次突破100港元大关;堃博医疗因肺癌治疗实现新突破,4月25日股价大涨31%,4个交易日股价翻番。

  此外,荣昌生物、信达生物、亚盛医药、和黄医药等抗癌概念股的股价表现也相当亮眼。

  康方生物股价突破百港元大关

  康方生物在抗癌药物研发领域成果斐然,近日更是频发利好公告,带动股价突飞猛进,堪称港股抗癌概念股中的“明星选手”。

  4月25日,国家药品监督管理局官网显示,康方生物全球首创双特异性抗体新药依沃西单抗新适应症获批上市,单药用于PD-L1表达阳性的局部晚期或转移性非小细胞肺癌(NSCLC)的一线治疗,此前该上市申请曾被纳入优先审评。

  康方生物同时于4月25日公告称,其安尼可(派安普利,PD-1)已获美国食品药品监督管理局(FDA)批准上市,用于治疗复发或转移性鼻咽癌的一线治疗等2项适应症。派安普利由公司自主研发并由正大天晴康方负责后续开发和商业化,是公司首个获美国FDA批准上市的自主研发创新生物药。目前,派安普利用于晚期鼻咽癌一线和二线治疗的2项适应症已在中国获批。

  4月23日,康方生物上涨超过10%,股价首次突破100港元大关,创下历史新高。接下来的两个交易日,康方生物股价继续刷新历史高点,4月25日最高触及105.5港元。今年以来该股累计涨64.74%。

  堃博医疗4个交易日涨131%

  堃博医疗作为介入呼吸病学领域的开拓者,近期在肺癌治疗方面取得重要突破,成为港股抗癌概念股中的新亮点。该股4月25日大涨31.02%,盘中股价创出两年多新高。事实上,受利好刺激,堃博医疗的股价自4月22日即飙涨超40%,至4月25日收盘,仅仅4个交易日股价已经翻番,累计涨幅达131.13%,其今年以来涨幅更是高达216.95%。

  堃博医疗于4月21日发布公告称,公司核心产品、自主研发的全球首款经自然腔道射频消融肺癌治疗器械——BroncAblate智衡一次性使用肺部射频消融导管(下称“BroncAblate智衡”),正式获得国家药品监督管理局批准在中国上市,引领肺癌治疗进入超微创介入治疗时代。

  国元国际于4月初发布研报称,公司全球首创的治疗肺癌器械今年有望获批并商业化,市场空间大,随着新产品的不断上市,公司收入有望恢复快速增长。创新器械的增长空间广阔,目前价值严重低估,公司还将持续回购,建议积极关注。

  抗癌概念股表现亮眼

  事实上,港股中有多家抗癌概念公司已公布临床研究结果获入选ASCO年会,这也带动了近期市场的炒作热情,使得抗癌概念股的投资气氛高涨。

  荣昌生物宣布,在本次ASCO大会上,公司的20余项肿瘤管线临床进展或阶段性数据入选口头报告、壁报或线上展示,其中包括维迪西妥单抗联合疗法一线治疗HER2表达胃癌、维迪西妥单抗联合RC148(PD-1/VEGF双抗)一线治疗三阴性乳腺癌、RC108(c-MetADC)联合TKI二线治疗EFGR突变伴MET过表达非小细胞肺癌等临床研究。

  信达生物也荣获七项ASCO口头报告。信达生物制药集团高级副总裁周辉表示,在本次ASCO大会上,IBI363(PD-1/IL-2α-bias)开发的第一批三大适应症黑色素瘤、肠癌、非小细胞肺癌的临床研究均被接收为口头报告,同时IBI343(CLDN18.2ADC)胰腺癌研究继去年12月ESMOAsia口头报告之后,再次以口头报告登上ASCO舞台。

  同样参会的亚盛医药宣布,公司细胞凋亡管线重点品种Bc1-2选择性抑制剂Lisaftoclax(APG-2575)和MDM2-p53抑制剂Alrizomadlin(APG-115)的两项临床研究成果入选,其中,APG-2575联合治疗髓系恶性肿瘤患者的IbI期研究最新进展获口头报告。中国生物制药也表示,在即将召开的ASCO年会上,公司共有12项临床研究入选大会“口头报告”环节,“贝莫苏拜单抗+安罗替尼胶囊”占了4项,安罗替尼单用及与其他疗法联用有5项,其中贝莫苏拜单抗+安罗替尼头对头对比帕博利珠单抗用于PD-L1阳性晚期非小细胞肺癌的一线治疗的Ⅲ期临床研究,入选“最新突破摘要”。

  港股抗癌概念股近期股价表现出色,其中荣昌生物H股4月以来节节上行,涨幅达74.47%,今年以来则累计涨187.15%。整体来看,受ASCO年会即将召开以及企业自身在药物研发、临床进展等方面利好消息的影响,港股市场的抗癌概念股股价出现不同程度异动,表现活跃,随着生物医药行业的持续发展以及ASCO年会的临近,这些概念股的后续表现值得持续关注。另一方面,不排除部分公司在ASCO数据发布后出现利好兑现而股价回调,且创新药临床进展存在不确定性,投资者需关注后续商业化落地节奏。

专题:沪上阿姨赴港IP0:加盟模式驱动315被曝更改保质期标签

  港股“爱喝茶”!又将诞生一家IPO

  来源:创业资本汇

  近日,新式茶饮品牌沪上阿姨正式通过港交所聆讯,即将登陆港股。沪上阿姨也是继奈雪的茶、茶百道、古茗、蜜雪冰城后,港股市场上的第5家新式茶饮品牌。

  值得注意的是,此前新式茶饮品牌一直有着上市就破发的“魔咒”,但随着蜜雪冰城的上市,“魔咒”已不存在,同时古茗和蜜雪冰城的股价表现都极为抢眼。

  因此,沪上阿姨本次的上市表现也备受市场关注。

  快速扩张门店逼近万家

  招股书显示,近两年,沪上阿姨的门店快速扩张,由2022年底的5307家,快速增长至2024年底的9176家。根据灼识咨询,截至2023年12月31日,沪上阿姨是覆盖最多中国城市的中国中价现制茶饮店品牌。

  据介绍,沪上阿姨成立于2013年,当时沪上阿姨开设第一家门店售卖“五谷奶茶”——一款加入谷物作配料的奶茶。其后,沪上阿姨发现中国各地消费者对鲜果茶的需求不断增长,尤其在下沉市场。于2019年,沪上阿姨开始提供鲜果茶,并且广受顾客欢迎,让沪上阿姨得以在全国各地扩张,包括扩展至南方地区。同时,沪上阿姨通过“沪咖”及“轻享版”扩大产品范围。

  在扩张过程中,沪上阿姨与古茗和蜜雪冰城都极为类似地采用了加盟模式,实现了快速扩张。招股书显示,沪上阿姨采取以加盟为重点的业务模式,截至2024年底,沪上阿姨网络内的9176家门店中,有99.7%即9152家由加盟商经营。

  同时,沪上阿姨战略性聚焦于下沉市场,按门店总数计算,沪上阿姨在中国下沉市场的中价现制茶饮店品牌中拥有强大市场地位。

  不过,新式茶饮品牌的竞争之激烈,同样让市场咋舌。根据灼识咨询,中国现制茶饮店行业竞争激烈,到2023年底,中国现制茶饮店总数达到约46.4万家。该市场历来较为分散,并在不断整合。

  而且相比2023年,2024年中国现制茶饮店行业及现磨咖啡市场增速放缓,市场竞争进一步加剧。特别是,行业参与者争相抢占低渗透市场(如中国三线及以下城市)、门店黄金地段及合资格加盟商,部分公司更推出低价产品进一步扩大客户群。在整体行业放缓及竞争加剧的背景下,沪上阿姨的平均单店GMV由2023年的人民币160万元下跌至2024年的人民币140万元,平均每单GMV由人民币26元跌至人民币25元。

  因此,沪上阿姨的未来增长趋势仍有待观察,尤其是在2024年,沪上阿姨的营收出现了微跌。沪上阿姨的收入由2023年的人民币33.48亿元略微下跌1.9%至2024年的人民币32.85亿元,主要由于加盟相关收入及自营店收入减少,部分被来自其他的收入增加所抵销。

  创始人夫妇来自“安利”

  据了解,沪上阿姨的创始人为单卫钧和周蓉蓉夫妇。他们二人订立了一致行动人协议,通过上海璞海、上海森芮及上海禹超分别持有公司已发行股本约45.97%、17.86%及16.80%,合共有权控制沪上阿姨全部已发行股本约80.64%的投票权。

  一个有趣的现象是,单卫钧和周蓉蓉夫妇二人均出自“安利”。

  招股书显示,单卫钧为沪上阿姨的联合创始人、董事会主席、执行董事兼首席执行官。他主要负责本集团的品牌战略、重大发展规划及企业文化价值观落地。单卫钧在现制茶饮行业拥有逾10年经验,并拥有超过20年销售管理经验。

  单卫钧于2013年11月联合创办沪上阿姨,在此之前,单卫钧自1996年11月起向安利(中国)日用品有限公司提供服务,担任高级销售经理。

  而周蓉蓉为沪上阿姨的联合创始人、执行董事、副行政总裁兼首席产品官。她主要负责与主席共同制定本集团的重大业务及发展规划以及产品供应链管理。

  在创办沪上阿姨之前,1999年10月至2006年4月,周蓉蓉在雅芳(中国)有限公司任职,最后职位为大区销售经理。自2007年6月起,周蓉蓉开始向安利(中国)日用品有限公司提供服务,最后职衔为高级销售经理。

  而在单卫钧和周蓉蓉夫妇之外,沪上阿姨在近几年开始引入众多投资机构。沪上阿姨于2020年11月及2021年10月通过增资完成A轮融资及A+轮融资,后续又于2024年2月通过增资完成C轮融资。在这其中,有不少知名投资机构现身。

  比如沪上阿姨股东中的苏州宜仲、苏州祥仲、南京祥仲都由知名投资人卫哲控制。其中,苏州祥仲持有的投资组合公司包括成都零食有鸣商业管理有限公司、南京无边界餐饮管理有限公司、恩喜村(上海)实业有限公司及英氏控股集团股份有限公司。

  

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