Brazikumab

8月10日，百普赛斯上升20%。消息面上，据2026年8月4日公告，公司首次实施股份回购，回购资金总额不低于2500万元且不超过5000万元，回购股份将全部用于注销并减少注册资本。百普赛斯公司是一家专业提供重组蛋白等关键生物试剂产品及技术服务的高新技术企业，助力全球生物医药公司、生物科技公司和科研机构等进行生物药、细胞免疫治疗及诊断试剂的研发与生产，矢志成为生物医药、健康产业领域的基石企业百普赛斯简介及主营业务百普赛斯公司主要产品及服务应用于肿瘤、自身免疫疾病、心血管病、传染病等疾病的药物筛选及优化、诊断试剂开发及优化、临床前实验及临床试验、药物生产过程及工艺控制(CMC)等研发及生产环节。百普赛斯股票所属概念CAR-T细胞疗法、痘病毒防治、重组蛋白、高送转百普赛斯国内同业公司有哪些？西藏药业、长春高新、甘李药业、安科生物、我武生物、通化东宝、艾迪药业、科兴制药、康辰药业、凯因科技、特宝生物、*ST四环、万泽股份、未名医药、东宝生物、赛升药业、海特生物、百奥泰、君实生物-U、神州细胞、三生国健、义翘神州、百普赛斯、诺唯赞、优宁维、赛伦生物、荣昌生物、诺思兰德、三元基因、近岸蛋白、奥浦迈、康为世纪、智翔金泰-U、昊帆生物、无锡晶海等等。百普赛斯行业地位是怎样的？百普赛斯股票发行基本情况是怎样的？百普赛斯股票总股本1.2亿股，其中流通A股数量为0.91亿股。截止7月17日总市值为63.47亿，流通市值为47.91亿元，市盈率为47.46。股东人数1.41万户。第一大股东为陈宜顶，前十大股东持股占比61.14%。百普赛斯股票财务数据怎么样？2026年一季报显示，该股总营收为2.36亿元，归母净利润为0.46亿元，营收总收入同比增长26.33%，归母净利润同比增长13.99%。百普赛斯董事长是谁？百普赛斯董事长是陈宜顶先生,中国国籍,拥有希腊永久居留权,1977年出生,毕业于陕西科技大学生物工程专业,硕士研究生学历,并于2024年7月获得中欧国际工商学院工商管理硕士学位。2003年7月至2007年4月,担任神州细胞工程有限公司细胞培养研究员;2007年5月至2009年4月,担任香港英杰生命技术有限公司(Invitrogen)北京办事处技术销售专家、应用开发科学家;2009年5月至2011年2月,担任赛默飞世尔生物化学制品(北京)有限公司生物工艺产品应用科学家;2011年3月至今,担任公司(及前身百普赛斯有限)董事长及总经理;2021年1月至2022年7月,兼任公司控股子公司百斯医学诊断科技(北京)有限公司经理兼执行董事;2022年6月至今,兼任公司全资子公司垦拓(杭州)企业管理有限公司执行董事;2023年3月至今,兼任公司全资子公司苏州新微溪生物医药有限公司执行董事、总经理。百普赛斯董秘是谁？百普赛斯董秘是林涛先生:中国国籍,无境外永久居留权,1989年出生,毕业于清华大学工商管理专业,硕士研究生学历,中国注册会计师(非执业会员),香港注册会计师,持有中国法律职业资格证书、深圳证券交易所董事会秘书资格证书。历任天职国际会计师事务所(特殊普通合伙)审计员、经理、高级经理;2019年10月加入公司,目前担任公司财务负责人、副总经理、董事会秘书;2022年5月至今,兼任公司控股子公司杭州韬圃科技有限公司执行董事、总经理;2023年6月至今,兼任丹娜(天津)生物科技股份有限公司独立董事。荣获第十九届新财富金牌董秘称号及2025年新财富杂志最佳董秘称号。医药行业：AZ与BMS潜在交易：中国授权资产影响几何　8月2日，据《金融时报》报道，阿斯利康（AZ）与百时美施贵宝（BMS）曾就潜在合并进行初步讨论；路透社随后援引知情人士确认双方曾有接触，但未能确认相关讨论是否仍在继续，目前双方均未就报道置评。AZ与BMS均是中国创新药资产的重要海外合作方，若后续进入实质推进阶段，双方现有产品及研发管线或将面临统一评估，部分中国授权资产的开发优先级、资源投入及权益安排可能随之调整。若双方最终签署正式协议，我们预计签约至交割或需12–18个月，较近年大型医药并购的7–11个月更长。此前，AZ收购Alexion、Pfizer收购Seagen、BMS收购Celgene及AbbVie收购Allergan均在公告后约7–11个月完成交割。相比之下，潜在AZ–BMS交易体量更大，双方在肿瘤、免疫及心血管领域均拥有较广泛的商业化产品和在研管线，预计美国、欧盟、英国及中国的多辖区审查将进一步增加交易复杂度。乐观情形下，交割或在双方签署正式协议后9–12个月内完成；如触发深度审查、补救措施谈判或诉讼程序，周期可能延长至18–24个月以上。历史案例显示，大型医药并购后，即使授权项目得以保留，其后续开发投入、优先级及价值兑现节奏仍可能发生变化。BMS收购Celgene时，美国联邦贸易委员会（FTC）要求剥离Otezla；AbbVie收购Allergan时，Brazikumab及相关权益被返还AZ；Pfizer收购Seagen后，维迪西妥单抗的部分开发计划及长期商业预测被调整，并确认相关资产减值，但部分核心临床项目仍在推进。整体而言，资产阶段、临床替代关系及合同条款，是并购后资产走向的主要变量。若潜在交易进一步推进，BNT327在相关适应症中的监管评估，以及CLDN18.2、GPRC5D方向相关资产的后续资源配置，值得重点跟踪。BNT327是双方公开管线中临床位置重合度较高的资产之一：在不可切除III期NSCLC中，ROSETTA Lung-201直接对照Durvalumab；在一线ES-SCLC中，BNT327联合化疗亦进入Imfinzi既有商业位置，后续可能成为监管及组合评审的重要关注点。最终影响仍取决于正式交易结构和监管机构对相关市场的界定。与此同时，BNT327由BMS与BioNTech按50:50共同开发并共享损益，合并后实体对其开发计划或经济权益的调整空间仍受双方合作协议约束。AZ现有管线中已同时布局Sone-Ve与AZD5863两项CLDN18.2资产；若交易推进，边际影响主要在于后续开发排序和资源配置。Sone-Ve已在全球III期中验证OS获益，开发阶段及既有投入均明显领先于仍处I期的AZD5863，现有核心开发路径的延续性相对更强。潜在交易带来的增量影响，主要体现在整体肿瘤组合、新增适应症及后续资源统筹方面。GPRC5D同靶点资产中，AZ引进的LM-305仍处早期临床，BMS的arlo-cel已进入更后期开发阶段，LM-305后续投入的排序敏感度相对更高。综合来看，BNT327是监管及组合评估的重要观察项，LM-305的后续资源投入相对更敏感，Sone-Ve凭借III期临床验证和既有投入处于相对有利位置。投资风险：媒体报道未获双方确认，交易可能不再推进；非公开授权条款和管线评审结果不可观测；监管机构的市场界定可能与本文分析口径不同。参考来源：浦银国际证券-医药行业：AZ与BMS潜在交易：中国授权资产影响几何-20260805投顾支持：于晓明 执业证书编号:A0680622030012免责声明：以上内容仅供参考，不构成具体操作建议，据此操作盈亏

iStock, juvaida khatun Dealmaking across biopharma is shifting dramatically as the SEC rolls out new regulations to ease burdens on newly public companies and antitrust review is replaced by drug pricing as the policy concern du jour. It doesn’t exactly roll off the tongue: Make IPOs Great Again, MIPOGA? Several panelists at the BIO International Convention took a shot at pronouncing the new acronym coined by SEC Chairman Paul Atkins. But while the acronym is difficult, the initiative should ease antitrust review of biotech IPO transactions. Rolled out on May 19, MIOGA is a pair of rulemakings that ease disclosure requirements and speed the process of filing for a registered offering. Sam Zucker, a partner at Goodwin’s Life Sciences group, said the rules essentially make it easier to become a public company. This doesn’t exactly impact the IPO process, but rather the company’s first year on the market, with provisions extending for its first five years. That period is make-or-break for companies. In biotech, much attention is paid to how the stock performs in the aftermath of the stock beginning to trade. Anything that eases that period is welcome. The new initiative “perhaps makes IPOs more attractive to companies that are otherwise hesitant to embrace the transaction costs of being a public company,” Zucker said. But that is actually a rarity in biotech, he quipped. Many companies are eager to cross over to the public markets even before the clinical data would suggest they are ready. “We haven’t seen a lot of that self-restraint,” Zucker said. The SEC is also considering making changes to the so-called “gun-jumping rules,” which limit what a company can say about their intentions to go public. While they aim to make the public markets more fair, Zucker said the rules are “kind of a minefield for companies.” Reforms could come later this year. “This general approach towards simplifying rules is something that … issuers view it as making it easier to get through the SEC,” Zucker continued. Impacting IPO reviews, however, is a staffing shortage at the SEC, he noted. While the process may be easier, sometimes it can take longer for the paperwork to come back. “The crispness of the story” has been a major issue that Doreen Levine, a partner at EY’s Financial Accounting and Advisory Services group, has had to work through with biotechs filing for IPOs. She cautioned companies against “throw[ing] everything under the kitchen sink” into SEC disclosures to ensure the comment period goes smoothly. The agency has been clear about what should and shouldn’t be included in terms of company performance disclosures. The FTC too IPOs are not the only type of dealmaking that appear to have an easier regulatory path under the current administration. Mergers and acquisitions are also benefitting from a more hands-off Federal Trade Commission, according to Casarine Chong, general counsel for R&D and business development at CSL. That was evident in Monday’s announcement that AbbVie would buy Apogee Therapeutics for $10.9 billion, according to Chong. She remembered when AbbVie bought Allergan for $63 billion and the FTC required the divestiture of one of their IL-23 assets, since both companies had them. Mergers & acquisitions AbbVie strikes $10.9B Apogee buy to challenge juggernaut Dupixent AbbVie will add Apogee’s IL-23 blocker to its current immunology stalwarts Skyrizi and Rinvoq, which have helped the pharma ride out the steep patent cliff left behind from mega-blockbuster drug Humira. June 22, 2026 · 2 min read · Tristan Manalac Read more That deal, announced in June 2019, took almost a full year to complete as the FTC intervened on the grounds that AbbVie would seize a monopoly with the two assets in hand. Brazikumab was being developed by Allergan as part of a licensing agreement. AstraZeneca took it back and ultimately discontinued the program in 2023. AbbVie’s IL-23 inhibitor became Skyrizi, which has emerged as a key pillar of the company’s post-Humira plan. Bristol Myers Squibb also faced a tough time closing the massive $74 billion acquisition of Celgene in 2019. “For the last several years, a lot of talk was around closing certainty and the antitrust landscape, and how fraught it had become,” Chong said. “I think the recently announced AbbVie deal shows that maybe that’s less of a risk now.” Apogee’s zumilokibart—also an IL-23 blocker—is at the heart of AbbVie’s latest transaction. “Apparently they feel very comfortable in announcing the acquisition today, and it’s not a multi-asset acquisition,” Chong said. “Essentially, they are making that deal for the IL-23. They must sense that the antitrust landscape is such that that risk is really no longer a driver in terms of deal certainty.” While antitrust review is apparently no longer a concern, policy or regulatory risk has not fully abated. Chong said now biotech and pharma dealmakers alike are contending with the unknowns and potential risks of the Most Favored Nation drug pricing policy. .responsive-container { display: flex; flex-wrap: wrap; border: 1px solid #ededed; font-family: Helvetica, Arial, Sans-Serif; padding: 20px 20px 10px 20px; } .column-left { flex: 1; max-width: 45%; padding: 20px 20px 10px 20px; } .column-right { flex: 2; padding: 20px 20px 10px 20px; } @media (max-width: 768px) { .column-left, .column-right { max-width: 100%; flex: 100%; padding: 10px 0; } } Subscribe to BioPharm Executive! Market insights, trending business and policy stories for biopharma leaders hbspt.forms.create({ region: "na1", portalId: "4413123", formId: "7c139b3c-ff0b-44e0-bffe-f449801dca59", onFormSubmitted: function($form, data) { window.dataLayer = window.dataLayer || []; window.dataLayer.push({ 'event': 'GTMevent', 'event_name': 'newsletter_sign_up' }); } });