更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 M Idea - JAZZ (+45% to our $175 price target): Ziihera for HER2+ BTC. The 2L BTC commercial launch is underway following Ziihera accelerated approval on November 20, 2024. Further out, we expect additional Ziihera topline growth could come from gastroesophageal adenocarcinoma (GEA) and the pivotal HERIZON-GEA-01 topline in 2Q25. | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|--------------------------------------------------------------- ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： ab 12 December 2024 Global Research Equity Strategy US Equity Strategy Big 6 / Mag 7 Stock Impact on Market Americas shuinu9870 Jonathan Golub Strategist jonathan.golub@ubs.com +1-212-713 8673 Patrick Palfrey Strategist patrick.palfrey@ubs.com +1-212-713 2149 Will Jackson Associate Strategist will.jackson@ubs.com +1-212-713 ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： Source: Company Data, Morgan Stanley Research shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： December 12, 2024 02:32 AM GMT M Update Internet | North America TikTok: The Timeline Ahead and What it Could Mean for Big Cap Tech shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： With a resolution on TikTok's potential future structure in the US approaching, we detail a timeli ...

Flash | 06 Dec 2024 01:03:23 ET │ 13 pages China Healthcare Biosecure Act update: could be passed through NDAA; potential positive compromise CITI'S TAKE Based on media reports, the Biosecure Act is more likely to be passed in the near term, potentially as an amendment to the FY25 NDAA (National Defense Authorization Act). We believe the chance of legislation is high, as the Biosecure Act continues to have bi-partisan support (see link) and it would be hard to "walk back" the progress, in our view. The most ...

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更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 U.S. Semiconductors Qualcomm Inc Rating Outperform Price Target QCOM 200.00 USD (240.00 OLD) 4 November 2024 Stacy A. Rasgon, Ph.D. +1 212 756 4403 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 212 969 1458 alrick.shaw@bernsteinsg.com 更多一手调研纪要和海外投行报告加V：shuinu9870 Arpad von Nemes +1 212 969 1518 arpad.vonnemes@bernsteinsg.com 更多一手调研纪要和海外投行报告加V：shuinu9870 Qualcomm reports FQ424 earnings on Wednesday, November 6, after the market close (call at 4:45pm ET; dial-in (877) 407-0832 or (2 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the recent measures taken by the Chinese government to support childbearing, which are part of a broader initiative to create a childbearing-friendly society. The measures are seen as comprehensive but the maternity subsidy plan is less favorable than expected [1][2]. Core Points and Arguments 1. **Childbearing Subsidy System**: The government plans to establish a childbearing subsidy system, with guidelines for local governments to implement the policy effectively. This includes enhancing personal income tax deductions for childcare and education [2][3]. 2. **Full Spectrum of Support Policies**: The measures include: - Strengthening maternity insurance and parental leave policies - Developing childcare services and improving pediatric standards - Expanding educational, housing, and employment support - Promoting a childbearing-friendly social environment [3]. 3. **Implications for Feihe**: The maternity subsidy plan is viewed as not straightforwardly positive for Feihe. However, the company is expected to perform well due to: - Stricter regulations on infant formula (IMF) that may accelerate industry consolidation - A solid outlook for the second half of 2024, driven by channel stock replenishment and online growth - Attractive dividends supported by a strong balance sheet [4]. Additional Important Content - The maternity subsidy plan's reliance on local governments raises concerns about the sufficiency of funds to effectively boost fertility intentions [1]. - The overall sentiment towards Feihe remains bullish despite the mixed implications of the new policies, highlighting the company's resilience and growth potential in a consolidating market [4].

Bitdefender. Cybersecurity Assessment Report 2024 All Rights Reserved. © 2024 Bitdefender. All trademarks, trade names, and products referenced herein are the property of their respective owners. | --- | --- | --- | --- | |-------|--------------------------------------------------------------------------|-------|---------------------------------------------------------------------------| | | | | | | 04 | 2024 Cybersecurity Forecast: Navigating New Frontiers | 08 | Unlocking the Puzzle of Cloud Security | | ...