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Trump says he doesn't want Apple building products in India: 'I had a little problem with Tim Cook'
CNBC· 2025-05-15 09:17
Donald Trump speaks alongside Apple CEO Tim Cook (L) during the first meeting of the American Workforce Policy Advisory Board in the State Dining Room of the White House in Washington, DC, March 6, 2019.U.S. President Donald Trump on Thursday said he told Apple CEO Tim Cook that he doesn't want the tech giant to build its products in India, taking shots at the company's moves to diversify production away from China and urging him to pivot Stateside."I had a little problem with Tim Cook yesterday," Trump sai ...
北京金融法院:进一步畅通投资者维权渠道 增强投资者获赔可能性
news flash· 2025-05-15 07:51
北京金融法院:进一步畅通投资者维权渠道 增强投资者获赔可能性 智通财经5月15日电,北京金融法院副院长薛峰5月15日表示,过去两年,北京金融法院共受理案件 15267件。其中,涉投资者保护相关民商事、行政案件共4773件,占全院总收案数的31%。下一步,北 京金融法院将继续坚持以人民为中心的发展理念,牢牢把握投资者是市场之本、中小投资者占绝大多数 的基本市情,及时回应投资者关切,进一步贯彻落实倾斜保护中小投资者的金融审判理念,不断健全投 资者保护长效机制,进一步加大对违法主体的惩戒力度,进一步畅通投资者的维权渠道、增强投资者的 获赔可能性,在市场化、法治化轨道上努力营造投资者更安全、更放心的市场生态环境,助力打造安 全、规范、透明、开放、有活力、有韧性的证券市场,为中国式现代化贡献金融司法力量。 ...
AB Science today reports a new publication in the scientific journal PLOS One, showing promising neuroprotective effects of masitinib
Globenewswire· 2025-05-15 06:07
Core Insights - Masitinib demonstrates neuroprotective effects by lowering serum neurofilament light chain (NfL), a key biomarker for neurodegenerative disorders such as multiple sclerosis, amyotrophic lateral sclerosis, and Alzheimer's disease [1][4][6] Group 1: Research Findings - The study published in PLOS One shows that masitinib can significantly reduce serum NfL levels, indicating its potential neuroprotective effects [1][3] - At Day 8, masitinib treatment reduced NfL levels by 43% at a dosage of 50 mg/kg/day and by 60% at 100 mg/kg/day, demonstrating a dose-dependent response [5][11] - Absolute serum NfL concentrations were approximately 25% lower in both masitinib treatment groups compared to the EAE control group at Day 8, with further reductions observed at Day 15 [5][6] Group 2: Mechanism of Action - Masitinib targets the innate neuroimmune system, specifically mast cells and microglia, which are implicated in the pathophysiology of neurodegenerative diseases [4][7] - The drug has shown clinical benefits in previous trials for progressive multiple sclerosis, ALS, and mild-to-moderate Alzheimer's disease, reinforcing its therapeutic promise [4][6] Group 3: Functional Performance - Masitinib treatment improved grip strength in EAE mouse models, with treated mice recovering to baseline levels by Day 15, indicating a protective effect on motor function [11] - Both treatment groups exhibited significantly less relative deterioration in grip strength compared to the EAE control group (p < 0.001) [11]
Halozyme Therapeutics (HALO) 2025 Conference Transcript
2025-05-14 00:20
Summary of Halozyme Therapeutics (HALO) 2025 Conference Call Company Overview - **Company**: Halozyme Therapeutics (HALO) - **Date of Conference**: May 13, 2025 - **Key Speaker**: Helen Torley, President and CEO Core Industry Insights - **Industry**: Biotechnology and Specialty Pharmaceuticals - **Focus**: Drug delivery technologies, particularly subcutaneous (subcu) delivery systems Key Points and Arguments Financial Performance and Growth - Halozyme reported strong first-quarter performance driven by three blockbuster products: DARZALEX, subcutaneous FEZZO, and VIBEKAR HYTRUL, with expectations for continued growth for many years [2][5] - Revenue guidance for the year was increased to $1.2 billion to $1.28 billion, with EBITDA projected between $790 million and $840 million, reflecting a 75% increase in free cash flow [5][6] Product Pipeline and Launches - Four new products have recently launched, including Tecentriq subcutaneous, Ocrevus subcutaneous, Opdivo, and Amivantamab subcutaneous, which are expected to significantly contribute to revenue starting in 2026 as reimbursement processes are completed [3][4] - There are 11 growth catalysts anticipated, including new indications and regions, as well as important reimbursement milestones [4] Mergers and Acquisitions Strategy - The company is considering mergers and acquisitions (M&A) to enhance its drug delivery platforms and create long-term revenue streams [2][6] - Halozyme has historically signed approximately one deal per year, often involving multiple targets, which contributes to a robust ongoing pipeline [18][19] Intellectual Property and Legal Matters - Halozyme's composition of matter patent is set to expire in 2029, but the company has applied for a new patent that could extend royalty rates for DARZALEX and Amivantamab until 2029 [41][42] - Ongoing litigation with Merck regarding KEYTRUDA involves claims of patent infringement related to modified hyaluronidases, with potential for significant royalty income if successful [45][46] Clinical Benefits and Market Position - Halozyme's ENHANZE technology is recognized as the gold standard for rapid large volume subcutaneous delivery, with 10 products approved and over 1 million patients treated [10] - The subcutaneous delivery of drugs like DARZALEX significantly reduces administration time from four to six hours (IV) to three to five minutes (subcu), enhancing patient experience and reducing infusion-related reactions [23][25] Future Trends and Market Dynamics - The shift towards subcutaneous delivery is expected to continue, particularly for oncology therapies, as it allows for more convenient patient administration and reduces the burden on healthcare facilities [57][61] - The company anticipates that the increasing demand for non-IV therapies will drive growth, especially in the context of infusion capacity constraints in healthcare settings [62] Capital Allocation and Share Repurchase - Halozyme has returned $1.55 billion to shareholders since 2019 and announced an additional $250 million share repurchase program, indicating a strong position for capital deployment [6][36] Regulatory Environment - Recent updates to the IRA guidance are seen as favorable for Halozyme, particularly regarding the treatment of fixed combination drugs in price negotiations [21][22] Additional Important Insights - The company is actively engaging with Congress and Senate members to ensure the clinical benefits of their subcutaneous delivery systems are recognized in regulatory discussions [32][33] - The potential for new co-formulation patents is high, with ongoing efforts to innovate in the area of drug delivery technologies [55] This summary encapsulates the key insights and strategic directions discussed during the Halozyme Therapeutics conference call, highlighting the company's growth trajectory, product pipeline, and market positioning within the biotechnology sector.
The Chinese and French children's choirs have another musical rendezvous in Paris
Globenewswire· 2025-05-13 13:14
WUZHISHAN, China, May 13, 2025 (GLOBE NEWSWIRE) -- May is a great season to experience the French romance. Nearly 20 members of the Wuzhishan Li & Miao Children's Choir once again set off in central Hainan Island, China, for a cultural exchange in France. A Media Snippet accompanying this announcement is available in this link. On the evening of May 9 (local time), nearly 300 guests lined up outside Café de la Danse, a theater in downtown Paris, to enjoy the show that highlighted the friendship between the ...
GoPro(GPRO) - 2025 Q1 - Earnings Call Transcript
2025-05-12 22:00
Financial Data and Key Metrics Changes - First quarter revenue was $134 million, at the high end of guidance of $125 million, driven by stronger sell-through [12] - Non-GAAP operating expenses decreased by 26% year over year to $62 million from $83 million [13][16] - Reported gross margin was 32.3%, with an adjusted gross margin of 35.5% excluding a one-time sale [15][16] - Non-GAAP loss per share was $0.12, while GAAP loss per share was $0.30 [14] - Adjusted EBITDA loss was reduced by nearly 50% year over year to negative $16 million [14] Business Line Data and Key Metrics Changes - Revenue from the retail channel was $94 million, accounting for 70% of Q1 2025 revenue, up from 68% in Q1 2024 [13] - Revenue from GoPro's website, including subscription and service revenue, was $40 million, representing 30% of Q1 2025 revenue, down from 32% in Q1 2024 [13] - Subscription and service revenue grew 4% year over year to $27 million, with an average revenue per user (ARPU) growth of 5% [14] Market Data and Key Metrics Changes - Sell-through was approximately 440,000 units, down from 530,000 units in the prior year period, primarily due to macroeconomic issues and competition in Asia Pacific [15] - In Asia, revenue was down 54%, significantly impacted by competition and macroeconomic factors in China, Japan, and South Korea [29][38] - The U.S. sell-through was down 10% year over year, while sell-in was up 7% year over year [27] Company Strategy and Development Direction - The company aims to continue strategic investments in product innovation to return to growth and diversify its supply chain, including exploring domestic production [6][8] - GoPro plans to launch tech-enabled motorcycle helmets in partnership with AGV, targeting a significant market opportunity [10] - The company is focused on launching new products while preserving cash to repay debt and drive growth and profitability [23] Management's Comments on Operating Environment and Future Outlook - Management expects revenue and unit sales in 2025 to be lower than in 2024 due to an uncertain macro environment and competition [20] - The company anticipates a return to camera unit growth in 2026, alongside subscriber and revenue growth [8] - Management highlighted the importance of protecting intellectual property and is prepared to litigate if necessary [8] Other Important Information - The company ended Q1 2025 with $70 million in cash and marketable securities, including a $25 million draw on its asset-based loan [16] - Inventory decreased by 27% year over year to $96 million, marking the first sequential decline in inventory since 2018 [14] Q&A Session Summary Question: Sources of stronger sell-through in the quarter - Management indicated that there was no pull-forward demand; sales were linear throughout the quarter [26] Question: Sell-through dynamics in the U.S. and Asia - Management noted that Asia's decline was primarily due to macroeconomic issues and competition, particularly in China, Japan, and South Korea [29][38] Question: Tariff situation and inventory sourcing - Management confirmed that the tariff impact on cameras entering the U.S. is zero due to diversified production outside of China [34] Question: Dynamics in Asia and competition - Management highlighted that nationalistic trends and increased competition in China have impacted sales, while the U.S. market showed improvement [38] Question: Plans for stock price changes - Management expressed confidence that continued performance improvements would positively impact stock price without the need for a reverse stock split [41]
餐饮新动向影响几何?健康饮食趋势下何去何从?
Sou Hu Cai Jing· 2025-05-12 21:35
健康饮食导向 人们对健康饮食的关注度持续上升,这一趋势在餐饮界尤为突出。现在,许多餐馆都在积极采取措施,有目的地降低食物中的油脂、盐和糖的含量,并推出 大量低热量、低糖分、低脂肪的菜肴。沙拉店这类店铺,总是不遗余力地更新菜品,不断推出新口味,它们在沙拉中融入了多种高品质蛋白质和新鲜蔬菜水 果,以此迎合消费者对健康饮食的渴望。此外,消费者对食材的来源也十分关心,有机蔬菜、草饲肉类等更健康的食材,正逐渐成为众多餐厅采购的首选。 科技融入服务,为服务领域带来了前所未有的变革与创新。 现在,科技正以前所未有的深度和广度,深入到服务领域,全面地改变着服务的形态和消费者的体验。 餐饮服务领域对科技的运用正日益增多。在点餐这一环节,消费者现在可以借助手机扫描二维码方便地完成自助点餐,这样的做法不仅极大地提升了点餐的 速度,还明显降低了服务员与顾客之间的面对面交流。到了结账环节,移动支付已经占据了主导地位,它的便捷和迅速受到了广大消费者的青睐。一些餐馆 已经开始使用智能机器人进行送餐,这些机器人不仅吸引了顾客的注意,还显著提高了送餐的准确性和效率。 餐饮业正经历快速发展和多变的阶段,不断出现众多新动向。这些新动向涉及多个领域 ...
Getty Images (GETY) - 2025 Q1 - Earnings Call Transcript
2025-05-12 21:32
Getty Images (GETY) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Steven Kanner - Vice President of Investor Relations & TreasuryCraig Peters - Chief Executive OfficerJennifer Leyden - CFORonald Josey - Managing DirectorDanny Pfeiffer - Equity Research Associate Conference Call Participants Mark Zgutowicz - Equity Research Analyst Steven Kanner Before we begin, we would like to note that due to the ongoing regulatory review process, we will not be able to comment on the status of the m ...
罗环境部发布《Rabla 2025融资指南》,预算创新高
Shang Wu Bu Wang Zhan· 2025-05-10 16:48
- 公共机构采购混合动力/纯电动汽车:120,000列伊(约24,000欧元) - 混合动力汽车:12,000列伊(约2,400欧元); - 插电式混合动力及电动摩托车:15,000列伊(约3,000欧元); - 纯电动/氢燃料电池汽车:37,000列伊(约7,500欧元); (原标题:罗环境部发布《Rabla 2025融资指南》,预算创新高) 据News.ro报道,罗环境部近日发布电动车消费补贴计划《Rabla 2025融资指南》,总预算达14.3亿 列伊(约合2.9亿欧元),创历史新高,较去年增长近50%,对纯电动汽车环保补贴金额提升至3.7万列 伊(约合7500欧元)。罗环境基金管理局(AFM)数据显示,"Rabla"计划为罗最受欢迎环保项目,通 过实施该计划,罗于过去20年淘汰约100万辆老旧机动车。新计划(2025-2030)旨在推动罗民众置换低 排放车辆,实现环境质量改善、减少二手车尾气空气污染、促进废旧车辆回收等目标。具体补贴标准如 下: - 传统燃油车(含LPG/GNC发动机)及摩托车:10,000列伊(约2,000欧元); 申请人需通过环境基金管理平台提交完整材料,包括旧车处置证明。公共机构 ...
Oculis Reports Q1 Financial Results and Provides Company Update
Globenewswire· 2025-05-08 20:05
ZUG, Switzerland, May 08, 2025 (GLOBE NEWSWIRE) -- The recent R&D Day (replay) showcased material progress across all three core assets and highlighted potential first-in-class neuroprotection treatment in neuro-ophthalmology, an area of high unmet medical need, thanks to Privosegtor’s (OCS-05) positive results from the ACUITY trial in Acute Optic NeuritisOCS-01: DIAMOND Ph3 trials enrollment completed with over 800 patients randomized; topline results expected Q2 2026 for the first potential eye drop treat ...