神蓉世
陸蓉神蓉世~ 生技大小事 -- Hosting provided by SoundOn
| Publishes | Monthly | Episodes | 24 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | NewsBusiness |
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保瑞正式在美國發行 ADR， 這不只是多一個交易市場，而是牽涉到資本結構、國際定價機制，以及企業未來成長路徑的選擇。
這一集，我們一起拆解：
1️⃣ ADR 發行的制度背景與資本意義
2️⃣ 去年營運回顧與轉折點
3️⃣ 三大成長動能
4️⃣ 未來觀察重點
ADR，究竟代表什麼？
一次看懂背後邏輯。
#保瑞 #ADR #CDMO #資本市場
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1:27 血癌
2:47 骨髓增生性腫瘤
4:49 干擾素
9:09 商業佈局
【勘誤說明】
關於藥華藥營收成長的描述有口誤。
正確說法為：藥華藥自 2022 年起，連續三年每年營收成長約 60%。
營收自 2022 年的 28.8 億元，成長至 2025 年的 156.3 億元，
三年內營收規模擴大至原本約 5.4 倍。
特此更正，感謝聽眾指正。
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曾是微商代工王的大江生醫，一度登上 96 億營收高峰，
卻在中國市場轉冷、疫情衝擊下滑落谷底。
靠著三大轉型策略重新整骨、打掉重練，開始踏上逆轉之路：
🔹 三大轉型關鍵：市場多元化、搶攻國際大客戶、產品服務一條龍升級
如今主打的這款「吃的瘦瘦筆」，有望成為翻身底牌？
🔹 減重保健品只是噱頭？大江推植萃版瘦身配方，12 週平均減重 5%
🔹 藥品 vs 保健品：瘦瘦筆打針瘦 15%，大江怎麼找出差異化定位？
🔹 臨床進度曝光：下一步主攻肥胖族群、挑戰功效型保健市場... more
EP21｜3,000 萬美元買一張血癌藥證，漢達生技這筆交易值不值？
🔹這款藥憑什麼值 3,000 萬？
🔹3 年市場專賣期 vs. 罕見藥 7 年專賣期，這場豪賭能成功嗎？
🔹可搭配制酸劑使用，搶佔 20% 特殊市場！
🔹原廠 年銷 14 億美元，漢達能從中分一杯羹？
🔹原廠為何自己不買，反而拱手讓人？
⚡️相關連結
EP02｜多發性硬化症、新劑型新藥、漢達生技 youtu.be/pIDUkHDzVfk
EP12｜昱展新藥、戒毒癮長效針劑 ... more
一場晶片產業的角力，美國政府開出三個方案，這是合作？還是逼台積電拱手讓人？
這集重點：
🔹Intel 曾經的霸主地位，為何被台積電反超？
🔹美國政府如何施壓台積電，逼它與 Intel 合作？
🔹美積電計畫、100% 關稅，對台積電是機會還是風險？
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康霈生技（6919）在2022/12興櫃，股價已翻 8.5 倍，
2025/2/10已超越保瑞，成為台灣生技新科股王！ 🚀
但這背後是資本市場的炒作？還是 康霈生技 真的有顛覆市場的潛力？
🔹 一藥多適應症：局部減脂針、橘皮、竇根氏症 (罕見脂肪瘤)
🔹 競爭對手分析：冷凍溶脂、超音波減脂
🔹 兩個原因推升股價
👉 這集不只聊生技股，還解析醫美新藥市場，千萬別錯過！ 🎧
FB：www.facebook.com/rong.rx.fb
IG：www.instag... more
👉 過去 Daydream 失敗，這次直接買成熟技術
👉 未來可能推出 Pixel XR，挑戰 Meta Quest、Apple Vision Pro
📌 HTC
👉 連續26季虧損
👉 部分 XR 研發團隊 + XR 智慧財產權（非專屬授權）
👉 轉向XR 軟體、生態系與企業應用
❓ XR 市場競爭升級！未來 5 年內，XR 會不會成為「下一代運算平台」？
FB：www.facebook.com/rong.rx.fb
IG：www.... more
生成式建模有兩步驟：訓練(training)、推理(Inference)
訓練成本遠大於推理成本。
Deepseek的爭議來自於用「蒸餾」手段沿用OpenAI訓練結果後，
在推理領域有創新，但推理仍是建立在OpenAI的訓練。
❌降低98%成本
Deepseek直接沿用OpenAI的成果，這全部都能算是Deepseek省下的成本嗎？
❌繞開輝達護城河
在推理階段，Deepseek離確繞開輝達，但深層算力仍是建立於輝達GPU (OpenAI 數據）
❓沒有電影，谷阿莫還能解... more
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神蓉世 launched 3 years ago and published 24 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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