【报告导读】1.生命科学业务稳健增长,上调全年指引。2.蓬勃CDMO收到礼新分成,对外分子授权提供新增长点。3.百思杰:产品创新驱动长期增长。核心观点事件:2025年8月18日,公司发布2025半年度报告。2025上半年,公司实现收入5.19亿美元,同比增长81.9%;毛利润3.21亿美元,对应毛利率61.8%;经调整净利润1.78亿美元,对应净利率34.3%,收入利润大幅增长主要因为上半年收到...
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