Investment Rating - The report does not provide a specific investment rating for Boundless Bio Inc. (BOLD) [8][20]. Core Insights - The timelines for clinical data reporting for BBI-355 and BBI-825 have been adjusted to the second half of 2025, delayed from the previous expectation of the second half of 2024 [5][6]. - Management is implementing measures to enhance enrollment in the Phase 1/2 POTENTIATE clinical trial, including expanding trial sites and collaborating with multiple NGS providers [4][5]. - The company has a cash position of $179.3 million, which is expected to provide a runway into the fourth quarter of 2026, extending guidance from the previous second half of 2026 [6]. Summary by Sections BBI-355 (CHK1 Inhibitor) - The initial clinical data for BBI-355 is now expected in the second half of 2025, with management aiming to present data involving a sufficient number of patients for informed assessments [5][6]. - The cohort involving combination with CDK4/6 is expected to initiate by the end of 2024 or early 2025 [5]. BBI-825 (RNR Inhibitor) - The STARMAP trial for BBI-825 is ongoing, with the first patient dosed in April 2024, showing encouraging bioavailability and good tolerability [5][6]. - Data from the Phase 1/2 trial is anticipated to be shared in the second half of 2025 [5]. Financial Guidance and Model Updates - The report indicates that the steps taken by management to enhance trial enrollment are prudent, and the cash position allows for extended operational runway [6]. - Current estimates for potential approval and commercialization of BBI-355 remain intact at 2028, with ongoing monitoring of enrollment efforts [6].

13 August 2024 | 9:54PM SGT Bangkok Dusit Medical Services (BDMS.BK); 2024 in-line: Topline growth at +7% but margins weaker YoY; Buy BDMS's 2Q24 EPS of Bt0.21 was +9% YoY and in line with GSe/IBES forecasts. Revenue growth of +7% YoY was healthy, with Thai patient contribution +5% YoY and international patients +11 % YoY, in line with earlier guidance. However, EBITDA margin of 22.1% in 2024 was weaker YoY, with 6M24 of 23.6% below full-year guidance of 24-25% and our 25% forecast, which we believe is part ...

13 August 2024 | 12:09PM EDT Boeing Co. (BA): July aircraft order & delivery report Boeing reported 72 gross new aircraft orders, 1 outright cancellation, and 1 positive ASC 606 adjustment for the month of July. BA delivered 43 aircraft in the month, including 31 737-MAX and 6 787. This compares to our delivery tracker, which indicated 42 aircraft, including 32 737-MAX and 6 787. Our view: (1) New aircraft orders were solid in the month, and new aircraft order backlog remains large compared to supply. (2) D ...

13 August 2024 | 8:51PM EDT AZEK Company Inc. (AZEK): Notes from the Road Earlier today, we hosted investor meetings in Boston with Azek's CEO Jesse Singh, Residential Segment CFO Ryan Lada, and Head of IR Eric Robinson. Discussions focused on company-specific efforts to drive above-market growth along with the path for margins as it realizes operating leverage and a more favorable cost structure. Overall, we come away with greater confidence in the ability to continue to outperform, even as broader R&R rem ...

13 August 2024 | 9:20AM EDT Atara Biotherapeutics Inc. (ATRA): 20 EPS: CEO transition; First CD19 oncology data now in 1025, with autoimmune to follow In tandem with 2Q EPS, ATRA announced a CEO transition in which Cokey Nguyen (ATRA's Chief Scientific and Technical Officer) will succeed Pascal Touchon effective September 9. Further updates included delaying the timing for first Ph1 ATA3219 (allogeneic CD19 CAR T) data in relapsed/refractory B-cell non-Hodgkin's lymphoma to 1Q25 vs. 4Q24 prior on slower pat ...

13 August 2024 | 9:10AM EDT Americas Advisors: Weekly M&A activity as of 08.13.2024. Please find below summary tables to highlight weekly M&A trends for the independent advisors, bulge bracket firms, independent investment banks and mid-cap brokers. James Yaro +1(212)902-1913 | iames.e.varo@gs.com Goldman Sachs & Co. LLC Richard Ramsden +1(212)357-9981 richard.ramsden@gs.com Goldman Sachs & Co. LLC Songqing Jiang +1(212)934-0308 songqing.jang@gs.com Goldman Sachs & Co. LLC Ishan Rai, CFA +1(332)245-7603 / i ...

13 August 2024 | 8:31 PM SGT Asia-Pacific Portfolio Strategy: Asian equity market daily update: The MXAPJ Index was flat today. Indonesia and Philippines markets outperformed, while India and Australia markets underperformed. Within MXAPJ sectors, Info Tech and Comm Serv led while Health Care and Materials lagged. MSCI Japan rose 3.1% today. For a detailed analysis, please see Weathering summer storms, August 7, 2024. Exhibit 1: The MXAPJ index has gained 5.2% YTD after gaining 5% in 2023, particularly led ...

14 August 2024 | 8:53AM AEST Amotiv Ltd. (AOV.AX): FY24 First Take: Result in-line with May guidance; Buy Amotiv (AOV) have reported their FY24 results, the first under their new name and new segmentation. GS take: Result largely in-line with expectations with minimal specific guidance provided. Buy. Key takeaways: ■ Group Ebita of A$194.6m marginally above May guidance of 'at least A$193.5m'. APG achieved Ebita of A$63.1m (May guidance of A$63m). Performance in Lighting (+7.3% organic; +13.3% with acquisit ...

13 August 2024 | 10:10PM BRT Allos SA (ALOS3.SA): 2024 First Take:Improving Fundamentals; Income Statement Within Expectations Jorel Guilloty +55(11)3372-3522 jorel.quilloty@as.com Goldman Sachs do Brasil CTVM S.A. Our take: We expect Allos 2024 results to have a muted impact on shares. Net revenue and NOI came within expectations, while property EBITDA and FFO came slightly ahead driven by better SG&A. Fundamentals generally saw an improvement with occupancy rising 60 bps y/y to 96.3%. Occupancy cost saw a ...

13 August 2024 | 5:49AM EDT Americas Healthcare: Biotechnology: Boston Biotech Bus Tour - Day 1 takeaways We met with the management teams from LNTH, BPMC, KYMR, and RYTM during Day 1 of our Boston biotechnology bus tour. We offer our detailed takeaways below. Takeaways Lantheus Holdings (LNTH, Not Covered) We hosted Brian Markison (CEO), Paul Blanchfield (President), and Robert Marshall (CFO), as well as representatives of the company's investor relations team during our 2024 Boston Biotech Bus Tour. The c ...