brilliantly. >> It is time. And then.Are you ready. All right, let's go with Steve. New Jersey.Steve. >> Hi, Jim. How's it going. >> It is going well, Steve.How about you. >> Good, good. Today I'm calling about a company that manufactures connecting components used in AI and data centers, just to name a few.They pay a $0.71% a share dividend for a p e of 24.36%. They also key earnings and revenue last quarter. Jim what's your opinion of T connectivity.>> I think t is an excellent company and I do like the i ...

Vinay Prasad, a top regulator at the US Food and Drug Administration, has left the agency after a controversy over his handling of Sarepta's gene therapy https://t.co/QyzJGlMYd0 ...

罗氏制药将恢复在美国市场之外的基因疗法Elevidys发货工作。 近日，美国食品药品管理局（FDA）调查结果显示，一名八岁男童的死亡事故与Sarepta的基因疗法"无 关"。 ...

Market Trends & Trade Deals - S&P futures are up by 131%, with a new street high year-end target of 7100 [2] - A U S -E U trade deal has been reached, averting a trade war with a 15% U S tariff on most E U goods [7][8] - The E U will spend $750 billion on American energy and $600 billion investing in the U S [10] - U S and Chinese officials are meeting in Stockholm to discuss extending the trade truce, potentially for another 90 days [11][13] Company Performance & Deals - Samsung will produce AI semi-conductors for Tesla in a deal worth more than $16 billion [1][3][29] - Tesla shares are up 2% following the announcement of the Samsung deal [3] - Sarepta's stock is down 90% this year due to complications around the rollout of its gene therapy drug and an FDA probe into a related death [5][53] - Heineken beer sales declined in the last quarter, leading to its biggest intraday drop in months [30][73] Economic Outlook & Risks - Goldman Sachs notes reduced trade policy uncertainty risk due to the U S -E U deal, but warns of potential rate shock risk from the Fed [16][18] - The market is in a "Goldilocks regime" with bullish sentiment, but implied volatility and correlation are low, indicating a lack of expectation for negative surprises [16][19] - There's concern whether massive capital expenditures by tech companies will translate into the same profitability, potentially requiring a revisit of valuations [24][27]

Investment Rating - The report maintains a "Positive" outlook for the pharmaceutical and biotechnology industry in China [6]. Core Insights - Small nucleic acid drugs are expected to become the third major class of drugs after small molecules and antibodies, with unique advantages such as broad targets, strong specificity, high development efficiency, and long dosing intervals [9][38]. - The commercialization of rare diseases is maturing, and the long-term advantages for chronic diseases are becoming evident, with significant sales growth for products like Spinraza and Leqivo [9][60]. - There is a notable increase in business development (BD) activities, highlighting the potential of early-stage chronic disease pipelines [9]. Summary by Sections 1. Small Nucleic Acids: Potential as a New Drug Class - Small nucleic acid drugs, including ASO, siRNA, and Aptamer, interact with mRNA to regulate gene expression, offering a new technological pathway for drug development [13]. - The global market for small nucleic acid drugs has grown from $1.04 billion in 2017 to $5.09 billion in 2024, with a CAGR of 25.5% [60]. 2. Milestones in Overseas and Domestic Markets - In the overseas market, significant developments are expected in the TTR field and cardiovascular diseases, with drugs like Vutrisiran and Pelacarsen showing promise [9]. - In China, new therapies for chronic hepatitis B and competitive advancements in cardiovascular drugs are emerging, with several companies making progress in their pipelines [9][60]. 3. Investment Recommendations and Targets - The report suggests focusing on high-quality domestic companies involved in the development of small nucleic acid drugs targeting chronic hepatitis B and cardiovascular diseases, such as HengRui Medicine, China National Pharmaceutical Group, and others [9].

Sarepta发言人：美国食品药品管理局（FDA）的调查是针对已知的巴西男孩死亡事故展开的。 ...

InnovationRx: Sarepta Blinks In Showdown With FDA https://t.co/ec7JyP67Ww https://t.co/ec7JyP67Ww ...

Regulatory Approval - FDA 暂缓批准 Sarepta 将其有争议的基因疗法重新投放市场 [1] - FDA 需确认该疗法不会导致更多死亡案例后，才会批准 [1]

InnovationRx: Sarepta Blinks In Showdown With FDA https://t.co/65BK96KbIo ...

InnovationRx: Sarepta Blinks In Showdown With FDAhttps://t.co/fjPf86oP23 https://t.co/jzN1p2bGuh ...