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Cellnex Telecom Closing Valuation Gap With Peers Provides Upside Potential
Seeking Alpha· 2025-06-07 15:40
Core Insights - Cellnex Telecom is the largest owner and manager of cell phone towers in Europe, with over 100,000 towers in its asset base [1] Group 1: Company Overview - Cellnex Telecom operates in the telecommunications infrastructure sector, focusing on cell phone towers [1] - The company lacks the brand recognition of its American peers, which may impact its market positioning [1] Group 2: Investment Strategy - The investment group European Small Cap Ideas emphasizes high-quality small-cap investment opportunities, focusing on capital gains and dividend income [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] Group 3: Analyst Position - The analyst has a beneficial long position in Cellnex shares, indicating confidence in the company's future performance [2]
Ventyx Biosciences (VTYX) 2025 Conference Transcript
2025-06-05 17:50
Ventyx Biosciences (VTYX) 2025 Conference June 05, 2025 12:50 PM ET Speaker0 Don't worry, we would not miss this. Speaker1 Never a doubt, Mike. Speaker0 Good afternoon. I'm Michael Yee, a biotechnology analyst here at Jefferies. And very happy to moderate our next discussion with Ventix Biosciences. We have members of the of the team up here. We have Raju Mohan, CEO, and Matt Moore. Matt Moore. Fantastic. Maybe it would be a great opportunity, Raju, for you to just make some, broad opening comments. Ventix ...
Unisys Innovation Program Announces the Winners of Its 16th Annual Competition
Prnewswire· 2025-06-05 16:24
Top three teams recognized for ideas to create sustainable electric mobility, tumor diagnostics accuracy and remote neurological monitoring BENGALURU, India, and BLUE BELL, Pa., June 5, 2025 /PRNewswire/ -- Unisys (NYSE: UIS) is pleased to announce the winners of the 16th iteration of the Unisys Innovation Program (UIP), a competition for engineering students across India. Established in 2009, the program bridges the gap between academic learning and hands-on experience by bringing young engineers together ...
Dianthus Therapeutics (DNTH) 2025 Conference Transcript
2025-06-05 14:57
Dianthus Therapeutics (DNTH) 2025 Conference June 05, 2025 09:55 AM ET Speaker0 Good morning, everybody. I'm Marino Garcia, CEO for Dianthus. I will be providing a brief update. Oh, here we go. Maury. How you doing? And then we'll open it up for some Q and A. Before I begin, just again, thank you to Jeffries for this opportunity today. I will be making some forward looking statements, so I urge everyone please to go to our website and where you can read all our SEC filings. This is a very exciting time for ...
Annovis to Host Webinar and Live Q&A on June 24, 2025
GlobeNewswire News Room· 2025-06-05 12:00
Interested investors and shareholders are encouraged to sign up for press releases and industry updates by registering for Email Alerts at https://www.annovisbio.com/email-alerts. Additionally, we invite you to explore our updated investor website, which provides comprehensive access to company news, financial reports, and other key information. Forward-Looking Statements This press release contains forward-looking statements under the Securities Act of 1933 and the Securities Exchange Act of 1934, as amend ...
高盛:第 899 条款与欧洲股市 - 应对风险,释放资金流
Goldman Sachs· 2025-06-05 06:42
4 June 2025 | 5:01AM BST Strategy Espresso: Section 899 and European Equities: Navigating Risks, Unlocking Flows The "One Big Beautiful Bill Act" extends the 2017 tax cuts and introduces new tax and spending measures. While US equity markets may benefit in the short term — particularly from CAPEX and R&D — one of the most consequential provisions for global investors is Section 899. Section 899 introduces retaliatory tax measures against non-US individuals, corporations, and governments from countries that ...
CVRx (CVRX) FY Conference Transcript
2025-06-04 16:00
CVRx (CVRX) FY Conference June 04, 2025 11:00 AM ET Speaker0 It's morning. It's morning. Good morning, everyone. Thank you for attending the William Blair Growth Stock Conference. My name is Margaret Kayser Andrew. I am the analyst here at William Blair that covers CVRx. I am required to tell you that you can find a complete list of research disclosures and conflicts of interest at williamblair.com. With that said, I'm gonna turn it over to the team, and there might be some time for questions at the end. Sp ...
Rapport Therapeutics (RAPP) 2025 Conference Transcript
2025-06-04 15:32
Summary of Rapport Therapeutics (RAPP) 2025 Conference Company Overview - **Company**: Rapport Therapeutics (RAPP) - **Industry**: Biotechnology, specifically in precision neuroscience and epilepsy treatment - **Key Personnel**: Abe Cisse (CEO), Choi Ignelzi (CFO) [1][2] Core Points and Arguments - **Vision**: Rapport aims to be a leading precision neuroscience company, focusing on receptor associated proteins to develop targeted therapies [4][5]. - **Lead Program**: RAP-two 19, an AMPA TARP gamma-eight modulator, targets specific brain areas to modulate AMPA receptors, aiming to reduce adverse effects (AEs) associated with traditional anti-seizure medications [5][6]. - **Clinical Trials**: - Currently conducting a Phase 2a proof of concept study for RAP-two 19 in focal epilepsy, fully enrolled with 30 patients, with data expected in September 2025 [7][8]. - Plans to explore RAP-two 19 in bipolar mania and peripheral neuropathic pain, with a long-acting injectable formulation also in development [8][9][10]. - **Differentiation**: RAP-two 19 is designed for once-daily dosing with a long half-life, aiming to minimize drug-drug interactions (DDIs) and improve patient adherence [12][14][15][16]. Important Data and Metrics - **Phase 1 Studies**: Completed four studies with 100 healthy volunteers, showing a favorable tolerability profile and high receptor occupancy (up to 85%) without significant sedation or motor impairment [23][24]. - **Efficacy Expectations**: The primary endpoint for the Phase 2a study is a 30% reduction in long episodes of seizures, with a target responder rate of at least 40% [38][39]. - **Safety Profile**: No serious adverse events (SAEs) reported; mild AEs observed were transient and resolved on their own [45][46]. Additional Insights - **Biomarker Utilization**: The study leverages an implantable RNS device to capture EEG activity, providing an objective measure of efficacy compared to traditional seizure diaries [28][30]. - **Regulatory Pathway**: The company plans to conduct two registrational trials for NDA submission, with the potential to start in 2026 [51][52]. - **Market Positioning**: The combination of efficacy, tolerability, and administration profile positions RAP-two 19 as a potentially best-in-class therapy for epilepsy [41][44]. Conclusion Rapport Therapeutics is advancing its lead program RAP-two 19 with a focus on precision neuroscience, aiming to address significant unmet needs in epilepsy treatment through innovative clinical trial designs and a differentiated safety profile. The upcoming data readout in September 2025 will be critical for the company's future development plans and market positioning.
BrainsWay Announces $5 Million Minority-Stake Investment in Stella MSO, LLC
Globenewswire· 2025-06-04 11:30
BrainsWay is actively evaluating similar investments in other leading U.S. mental health providers to raise awareness and expand access to transformative careBURLINGTON, Mass. and JERUSALEM, June 04, 2025 (GLOBE NEWSWIRE) -- BrainsWay Ltd. (NASDAQ & TASE: BWAY) (“BrainsWay” or the “Company”), a global leader in advanced noninvasive neurostimulation treatments for mental health disorders, today announced it has entered into a strategic equity financing agreement with Stella MSO, LLC (“Stella Mental Health” o ...
BrainsWay Announces $5 Million Minority-Stake Investment in Stella MSO, LLC
GlobeNewswire News Room· 2025-06-04 11:30
BURLINGTON, Mass. and JERUSALEM, June 04, 2025 (GLOBE NEWSWIRE) -- BrainsWay Ltd. (NASDAQ & TASE: BWAY) (“BrainsWay” or the “Company”), a global leader in advanced noninvasive neurostimulation treatments for mental health disorders, today announced it has entered into a strategic equity financing agreement with Stella MSO, LLC (“Stella Mental Health” or “Stella”), a management services organization servicing more than 20 mental health clinics across the U.S. and Israel that have treated over 30,000 patients ...