美股详情

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默沙东

84.71

+0.60000.71%

盘后：84.740.0300+0.04%19:57 EDT

成交量：1,005.88万

成交额：8.51亿

市值：2,127.09亿

市盈率：12.31

高：85.22

开：84.16

低：83.84

收：84.11

数据加载中...

总览公司新闻公告

AZ重金押注AAV基因疗法、默沙东百亿美元买K药替补、诺华看上血脑屏障穿透技术 | BD交易

BUZZ-券商观点：默克收购维罗纳符合剧本要求

新闻摘要-英国商业》--7 月 10 日

默克公司拟100亿美元收购维罗纳制药，斩获COPD明星药

背景资料-过去十年涉及美国制药商和生物技术公司的重大交易

默沙东100亿美金豪赌呼吸赛道, 专利悬崖下的全球药企求生战

埃兰科公司的狗流感疫苗获得美国农业部批准

BUZZ--美国股票走势-Bloom Energy、AES Corp、星巴克

宇宙大厂的“销冠”们，专利扎堆到期

默沙东同意以107美元/ADS的价格收购维罗纳制药，总交易价值约100亿美元

老虎资讯综合

今日优惠-合并与收购

默沙东据报接近以约100亿美元收购维罗纳制药

老虎资讯综合

【维罗纳制药美股夜盘短线拉升超16%】呼吸系统药物制造商维罗纳制药美股夜盘短线拉升超16%，报道称默沙东接近达成以100亿美元的价格将其收购。

据英国《金融时报》报道，默克接近以 100 亿美元收购呼吸系统制药商 Verona

Certara 宣布扩展与默克的临床技术合作

健康查房：拜耳实验性药物可缓解乳腺癌治疗引起的更年期症状

医药日报：默沙东WINREVAIR 获FDA 优先审评资格

太平洋证券股份...

预测：2030年畅销药和世界药企排名

君实生物午后涨超10% PD-(L)1/VEGF赛道景气度提高机构称JS207具备BD潜力

晨星：下半年应该寻觅有反弹机会的美股低价股

老虎资讯综合

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专利悬崖下的全球药企求生战","url":"https://stock-news.laohu8.com/highlight/detail?id=2550656152","media":"Jo的随笔","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550656152?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 22:40","pubTimestamp":1752072004,"startTime":"0","endTime":"0","summary":"01专利倒计时，默沙东的百亿美元救赎默沙东此次收购的急迫性，源于其头顶高悬的“专利悬崖”危机。过去一年，默沙东股价下跌35%，市场对其收入断崖式下跌的担忧日益加剧。默沙东支付的100亿美元正是看中了这一系列潜力的总和。COPD将在2030年成为全球第三大死因，2060年死亡人数预计超540万。随着Keytruda等超级药物专利到期的脚步声临近，默沙东的百亿豪赌只是这场全球求生战的序幕。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709224503a44096aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:57","pubTimestamp":1752069442,"startTime":"0","endTime":"0","summary":"埃兰科公司的狗流感疫苗获得美国农业部批准路透7月9日 - Elanco Animal Health ELAN.N周三称，美国农业部 已批准其犬流感疫苗，该疫苗可保护犬免受严重呼吸道疾病的侵害。犬流感病毒由甲型流感病毒引起，在美国影响犬只的两种主要病毒株是 H3N2 和 H3N8。默克公司的MRK.N Nobivac NXT犬流感疫苗目前也被美国批准用于治疗犬流感，但  只 针对H3N2病毒株。该公司说，与现有产品不同的是，研究表明 Elanco 的疫苗有助于防止接种犬只在感染 H3N2 病毒后肺部出现异常斑点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250709:nL4S3T6166:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1929549753.HKD","BK4516","LU1989772923.USD","LU0208291251.USD","IE00B1BXHZ80.USD","LU0985320562.USD","LU0965509010.AUD","LU2324357040.USD","SG9999015341.SGD","IE00BBT3K403.USD","IE00B4R5TH58.HKD","SG9999014542.SGD","LU1066051498.USD","ELAN","LU0203345920.USD","IE0009355771.USD","IE00BJT1NW94.SGD","LU1066051811.HKD","LU1066051225.USD","LU1974910355.USD","LU2361045086.USD","LU0098860793.USD","BK4561","LU1934455277.USD","LU0203347892.USD","SG9999014575.USD","MRK","IE00B2B36J28.USD","LU0234572021.USD","LU1116320901.HKD","LU0211331839.USD","LU0289739699.SGD","SG9999001440.SGD","LU2361044865.SGD","LU1116320737.USD","LU1037948897.HKD","LU1989771016.USD","SG9999013999.USD","LU0320765646.SGD","SG9999015358.SGD","LU1941712348.USD","IE00BJJMRZ35.SGD","LU1093756325.SGD","LU1941712264.USD","LU1162221912.USD","LU1699723380.USD","LU0006306889.USD","LU2361044949.HKD","LU1917777945.USD","LU0965508806.USD"],"gpt_icon":0},{"id":"2550063415","title":"BUZZ--美国股票走势-Bloom Energy、AES Corp、星巴克","url":"https://stock-news.laohu8.com/highlight/detail?id=2550063415","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550063415?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 19:40","pubTimestamp":1752061211,"startTime":"0","endTime":"0","summary":".N** British American Tobacco PLC < BTI.N  >:BUZZ - Jefferies将BAT评为全球烟草公司中的 \"最佳选择\"，股价大涨3.3%。nL6N3T60HR ** NextEra Energy Inc < NEE.N  >:BUZZ - 丰业银行称NextEra Energy的前景不受特朗普法案的影响 nL4N3T60U6 ** 诺福克南方公司 < NSC.N  >:BUZZ - 花旗将其估值下调至 \"中性 \"后，该公司股价下跌。nL4N3T60W9 ** T-Mobile US Inc < TMUS.O  >:BUZZ - 因KeyBanc将其评级下调至 \"减持 \"而下跌。BUZZ - 获得 \"增持 \"评级，Piper Sandler恢复对该公司的评级 nL4N3T51BA (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250709:nL4T3T60XT:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0128525689.USD","LU2108987350.USD","NEM","BK4016","LU1551013425.SGD","LU0310799852.SGD","LU0823414551.USD","LU0972486137.USD","NSC","BK4610","NEE","FVCB","BATS.UK","LU0310800379.SGD","LU0047473722.SGD","COGT","IE00BMPRXQ63.HKD","LU0300736492.USD","BK4504","TMUS","LU0314106906.USD","LU0472753341.HKD","IE00BWXC8680.SGD","LU0912757837.SGD","LU1023059493.AUD","SBUX","LU2125154778.USD","LU0158827948.USD","LU2468319806.SGD","LU0943347566.SGD","03165","IE00BZ9MQY76.HKD","LU0496365809.HKD","LU0997586432.USD","PVH","LU2244417387.USD","BE","MRK","VRNA","LU0053666078.USD","LU2112291526.USD","IE00BLSP4239.USD","LU0069063385.USD","LU0823399737.USD","LU0792757196.USD","LU0175139822.USD","LU1983260115.SGD","AES","AZN.UK"],"gpt_icon":1},{"id":"2550637715","title":"宇宙大厂的“销冠”们，专利扎堆到期","url":"https://stock-news.laohu8.com/highlight/detail?id=2550637715","media":"新浪医药","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550637715?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 19:28","pubTimestamp":1752060527,"startTime":"0","endTime":"0","summary":"可以预见，在多款全球销冠先后迎来专利到期的短短数年内，市场格局或将迎来变革性重塑。据研究机构Evaluate Pharma数据，2027年和2028年将有价值约1800亿美元年收入的药物专利到期，这一规模创下历史新高。其核心专利在2019年过期，剩余大部分专利保护则于2022年结束。诺华：销售冠亚相继失去专利保护表4诺华近5年内专利到期的主要药物2024年，Entresto销售额达78.22亿美元，较前一年同比上涨31%，稳坐诺华销冠。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709201842a69f6c63&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:38","pubTimestamp":1752057507,"startTime":"0","endTime":"0","summary":"7月9日，$默沙东(MRK)$和专注于呼吸系统疾病的生物制药公司$维罗纳制药(VRNA)$公司今天宣布，两家公司已达成最终协议，根据该协议，默沙东将通过其子公司以每股美国存托股票 (ADS)107美元的价格收购维罗纳制药，每股美国存托股票代表8股维罗纳制药普通股，总交易价值约为100亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"默沙东同意以107美元/ADS的价格收购维罗纳制药，总交易价值约100亿美元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1571399168.USD","LU1093756325.SGD","BK4588","BK4550","LU0006306889.USD","MRK","LU0265550359.USD","LU0289739699.SGD","LU1066051498.USD","LU1057294990.SGD","LU1037948541.HKD","LU1093756168.USD","BK4559","VRNA","LU1066053197.SGD","LU0965509283.SGD","IE00BLSP4239.USD","IE00BJT1NW94.SGD","LU0965508806.USD","LU1037948897.HKD"],"gpt_icon":0},{"id":"2550633881","title":"今日优惠-合并与收购","url":"https://stock-news.laohu8.com/highlight/detail?id=2550633881","media":"路透中文","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550633881?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 17:47","pubTimestamp":1752054428,"startTime":"0","endTime":"0","summary":"今日优惠-合并与收购路透7月9日 - 截至格林尼治标准时间周三9:30，已报道的竞购、兼并、收购和处置情况如下：** 据英国《金融时报》报道，默克< MRK.N  >正接近以100亿美元收购专注于肺部疾病的维罗纳制药< VRNA.O  >，这家美国制药商正在寻求交易，以抵消其抗癌大片即将到期的专利。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250709:nL4S3T60QY:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2097829019.USD","IE00B7SZLL34.SGD","LU0640476718.USD","SGXZ31699556.SGD","LU0211328371.USD","LU1815336760.USD","LU1430594728.SGD","LU2324357040.USD","LU2065171311.SGD","LU2264538146.SGD","LU2065171402.SGD","SG9999017495.SGD","LU1084165304.USD","META","MRK","LU0882574139.USD","LU0795875086.SGD","LU1929549753.HKD","LU1429558221.USD","LU0072462426.USD","LU2361044949.HKD","SG9999001176.SGD","LU1435385759.SGD","LU1564329461.SGD","LU0256863902.USD","LU0784383803.USD","LU0690374615.EUR","IE00BK4W5M84.HKD","LU0689472784.USD","IE00B7KXQ091.USD","LU1670711123.USD","LU0320765489.SGD","LU2347655156.SGD","IE00BK4W5L77.USD","SGXZ81514606.USD","LU1291159041.SGD","LU0433182093.SGD","SG9999002224.SGD","LU2592432038.USD","IE00BKDWB100.SGD","LU0198837287.USD","LU1564329115.USD","LU2023250330.USD","LU2458330243.SGD","IE00B19Z9505.USD","SG9999001176.USD","LU2357305700.SGD","LU2746668461.USD","VRNA","IE00B5949003.HKD"],"gpt_icon":0},{"id":"1154297258","title":"默沙东据报接近以约100亿美元收购维罗纳制药","url":"https://stock-news.laohu8.com/highlight/detail?id=1154297258","media":"老虎资讯综合","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154297258?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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Pharma）。报道援引三位知情人士消息称，默沙东将为Verona的每股美国存托股份(ADS)支付107美元。受消息影响，维罗纳制药夜盘升18%。","market":"us","thumbnail":"https://static.tigerbbs.com/df4ec61541b268a5353585001973d7cb","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/df4ec61541b268a5353585001973d7cb"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"默沙东据报接近以约100亿美元收购维罗纳制药","news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MRK","VRNA"],"gpt_icon":0},{"id":"2550871502","title":"【维罗纳制药美股夜盘短线拉升超16%】呼吸系统药物制造商维罗纳制药美股夜盘短线拉升超16%，报道称默沙东接近达成以100亿美元的价格将其收购。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550871502","media":"金融界","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550871502?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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100 亿美元收购呼吸系统制药商 Verona","url":"https://stock-news.laohu8.com/highlight/detail?id=2550504407","media":"路透中文","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550504407?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 13:00","pubTimestamp":1752037222,"startTime":"0","endTime":"0","summary":"据英国《金融时报》报道，默克接近以 100 亿美元收购呼吸系统制药商 Verona路透7月9日 - 据英国《金融时报》周三报道，默克公司MRK.N即将以大约100亿美元的价格收购专注于肺部疾病的生物技术公司维罗纳制药公司 。报道援引三位熟悉内情的人士的话说，默克将以每股美国存托股107美元的价格收购Verona。路透无法立即核实该报道。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250709:nL4S3T60E2:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999001440.SGD","LU1934455277.USD","LU1162221912.USD","LU0965509283.SGD","LU1989771016.USD","LU0106261372.USD","LU0289739699.SGD","LU1989772840.SGD","LU0211331839.USD","LU1989772923.USD","LU1066051225.USD","MRK","LU1983299246.USD","LU0265550359.USD","LU1430594728.SGD","IE00BSNM7G36.USD","IE0009355771.USD","LU0320765646.SGD","LU0266013472.USD","LU0965509101.SGD","IE00B4R5TH58.HKD","IE00BFTCPJ56.SGD","LU0098860793.USD","LU1037948897.HKD","LU1571399168.USD","SG9999002232.USD","LU1069347547.HKD","LU2468319806.SGD","IE00BJT1NW94.SGD","LU0861579265.USD","LU1023059063.AUD","LU1941712264.USD","SG9999014542.SGD","LU0965508806.USD","LU1037948541.HKD","LU1699723380.USD","LU0203347892.USD","LU1035773651.USD","LU1585245621.USD","LU2089984988.USD","LU1093756168.USD","IE00BLSP4239.USD","LU0238689110.USD","LU2324357040.USD","LU1291159041.SGD","SG9999014559.SGD","IE00B1BXHZ80.USD","LU2361044949.HKD","LU1929549753.HKD","BK4550"],"gpt_icon":0},{"id":"2550646341","title":"Certara 宣布扩展与默克的临床技术合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2550646341","media":"美通社","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550646341?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 09:20","pubTimestamp":1752024000,"startTime":"0","endTime":"0","summary":"通过扩展    Certara Pinnacle 21企业软件平台应用，优化临床数据流程以提升速度与质量    宾夕法尼亚州拉德诺 2025年7月8日 /美通社/ -- 全球模型引导的药物开发领域领导者 Certara 公司宣布与默克公司达成新合作，该合作将扩大默克对 Certara Pinnacle 21 软件平台的使用范围，新增元数据存储库及数据标准工作流管理功能。此协议基于默克与 Certara 现有技术合作基础，旨在支持监管递交。Certara Pinnacle 21平台旨在解决现代数字化试验在规模化数据标准化方面的难题。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wwwold.prnasia.com/story/archive/4725849_ZH25849_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"prnasia","symbols":["LU2106854487.HKD","IE00B1BXHZ80.USD","IE00BJJMRZ35.SGD","IE00BLSP4239.USD","LU0266013472.USD","LU1941712264.USD","LU1430594728.SGD","MRK","SG9999014567.USD","LU0098860793.USD","LU0320765646.SGD","LU1291159041.SGD","LU0122379950.USD","IE000M9KFDE8.USD","LU1585245621.USD","LU1989771016.USD","LU1934455277.USD","LU1571399168.USD","SGXZ57979304.SGD","SG9999013999.USD","LU0965509101.SGD","LU0238689110.USD","IE00BJT1NW94.SGD","LU1023059063.AUD","LU0203347892.USD","LU1066053197.SGD","BK4007","SG9999015341.SGD","LU1037948897.HKD","LU1057294990.SGD","CERT","IE0009355771.USD","BK4534","IE00BFTCPJ56.SGD","LU1929549753.HKD","LU0006306889.USD","LU1069347547.HKD","LU2461242641.AUD","LU1941712348.USD","LU2468319806.SGD","LU0985320562.USD","LU0965509010.AUD","BK4588","LU1917777945.USD","SG9999014542.SGD","LU0070302665.USD","LU2361045086.USD","LU2324357040.USD","SG9999001176.SGD","IE00B4R5TH58.HKD"],"gpt_icon":0},{"id":"2550232578","title":"健康查房：拜耳实验性药物可缓解乳腺癌治疗引起的更年期症状","url":"https://stock-news.laohu8.com/highlight/detail?id=2550232578","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550232578?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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根据一项晚期试验的结果，拜耳公司BAYGn.DE正在开发的一种实验性非激素药物缓解了乳腺癌幸存者在长达数年的激素抑制治疗期间所出现的潮热和盗汗症状。所谓内分泌治疗的目的就是阻断这些激素，从而重现令人不适的更年期症状。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250708:nL4S3T51B0:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1291159041.SGD","LU0320765992.SGD","LU0114720955.EUR","LU2491050071.SGD","LU2242652126.USD","BK4585","LU0006306889.USD","LU0965509101.SGD","LU0823416689.USD","LU1894683264.USD","BK4581","LU1983299246.USD","LU1670711040.USD","LU1934455277.USD","MRK","SG9999015945.SGD","LU2023250504.SGD","LU1069347547.HKD","LU1814569148.SGD","LU2236285917.USD","IE00B4R5TH58.HKD","LU0417517546.SGD","LU0203345920.USD","LU0471298694.HKD","LU0170899867.USD","LU1093756168.USD","LU0965508806.USD","BK4568","LU1496350171.SGD","LU1037948541.HKD","ABBV","LU1280957306.USD","LU2456880835.USD","LU1868837136.USD","BMY","IE00BDGV0183.EUR","BK4550","IE00BN8TJ469.HKD","BK4566","LU0943347566.SGD","LU2112291526.USD","LU1988902786.USD","LU0882574139.USD","LU0094547139.USD","LU0861579265.USD","LU0198837287.USD","LU2471134879.HKD","LU1941712264.USD"],"gpt_icon":1},{"id":"2549516589","title":"医药日报：默沙东WINREVAIR 获FDA 优先审评资格","url":"https://stock-news.laohu8.com/highlight/detail?id=2549516589","media":"太平洋证券股份...","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549516589?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 00:00","pubTimestamp":1751904000,"startTime":"0","endTime":"0","summary":"行业要闻：近日，默沙东宣布，美国FDA 已接受其“first-in-class”疗法Winrevair的补充生物制品许可申请，以根据3 期ZENITH 试验结果进行Winrevair 的标签更新，并授予该申请优先审评资格。在ZENITH 试验中，与安慰剂相比，Winrevair 将患者的全因死亡、肺移植和因PAH 住院≥24 小时的复合终点风险降低了76%。Winrevair 是一款IIA 型激活素受体融合蛋白，该药将ActRIIA 经过改造的细胞外域与抗体的Fc 端融合在一起，可阻断激活素与细胞膜上的受体结合，从而降低激活素介导的信号传导。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708151840953a84ed&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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11:03","pubTimestamp":1751857385,"startTime":"0","endTime":"0","summary":"根据Evaluate的一份新报告，到2030年，处方药总销售额预计将增长到1.75万亿美元，预计GLP-1将在2024年至2030年期间增长20%销售额。根据预测，礼来的Mounjaro和Zepbound，预计到2030年将赚取620亿美元。随着药物排名的变化，各大药企排名也将重新洗牌，Evaluate预测2030年，凭借GLP-1领域的强劲增长趋势，礼来和诺和诺德将迅速超越2024年处方药销售领域的行业领先者。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707111242a43ae0a3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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PD-(L)1/VEGF赛道景气度提高 机构称JS207具备BD潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=2548354306","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548354306?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 14:08","pubTimestamp":1751609284,"startTime":"0","endTime":"0","summary":"君实生物午后涨超10% ，截至发稿，涨9.17%，报26.2港元，成交额4.52亿港元。方正证券指出，JS207临床前数据发表，展现二代PD1抗肿瘤潜力。该行认为，JS207具备BD潜力。而仍有MNC未布局二代PD1产品，JS207具有BD潜力。截至2025年5月，MNC中仅辉瑞和默沙东通过引进布局此赛道，后续随着数据的不断成熟及联合应用潜力的不断验证，中国其他早期PD-1/VEGF双抗也将有机会BD出海。目前PD-1/VEGF双抗赛道景气度不断提高，相关标的有望持续受益。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250704141501a4cecd56&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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