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Neurocrine JPM 2025
NebulaGraph· 2025-01-15 07:05
J.P. Morgan Healthcare Conference January 13, 2025 Safe Harbor Statement In addition to historical facts, this presentation contains forward-looking statements that involve a number of risks and uncertainties. These statements include, but are not limited to, statements related to: the benefits to be derived from our products and product candidates; the value our products and/or our product candidates may bring to patients; the continued success of INGREZZA; successfully launching CRENESSITY; our financial ...
Need Ideas_ What’s Outperforming _ What’s Underperforming_
NebulaGraph· 2025-01-15 07:04
NORTH AMERICA | Energy Equity Research January 11, 2025 Need Ideas? What's Outperforming / What's Underperforming? This past week, S&P 500 Energy was up ~0.8%, outperforming SPX by ~253bps (+347bps/-1,209bps YTD/LTM). Within sub-sectors, NAM E&P was the best- performing and US Oilfield Services the worst (see below). Inside, we break down 1-week/QTD/YTD/LTM returns for the energy sector (by group and by company) incl E&P, Integrated, Refining, Oilfield Services, Midstream and LNG. We also break down returns ...
Taiwan PA foundry_ Downcycle in 2025, with high inventory level and limited technology upgrade; DG AWSC_Win to Neutral_Sell
NebulaGraph· 2024-12-05 02:58
2 December 2024 | 7:18PM CST Taiwan PA foundry Downcycle in 2025, with high inventory level and limited technology upgrade; DG AWSC/Win to Neutral/Sell Cellular PA industry downcycle will continue into 2025, with high inventory level We believe the Cellular PA foundry industry downcycle has started from 4Q24, and expect it to continue through 2025, considering (1) the increasing inventory at PA design houses, (2) unfavorable order momentum from both US and China design house customers, and (3) PA foundries' ...
FastGPT企业级Al Agent落地实践
NebulaGraph· 2024-11-04 03:30
https://nebula-graph.com.cn FastGPT 企业级 Al Agent 落地实践 朱浩瑜 https://nebula-graph.com.cn Part 1 幻 觉 https://nebula-graph.com.cn 幻觉将长期阻碍 LLM 落地 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------|-------|-------|-------|-------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------|-------| ...