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Nurix Therapeutics Presents Positive Preclinical Data at the AACR 2025 Annual Meeting from Multiple Orally Available, Brain Penetrant Degraders Against Three High Value Oncology Targets
Newsfilter· 2025-04-25 17:00
Nurix's lead BTK degrader, bexobrutideg, demonstrates exceptional efficiency, with a single molecule degrading approximately 10,000 copies of BTK per hour BRAF degrader demonstrates broad activity across all three BRAF mutation classes Aurora A kinase degraders demonstrate potential to address both enzymatic and scaffolding functions and promote tumor regression in brain and small cell lung cancer models SAN FRANCISCO, April 25, 2025 (GLOBE NEWSWIRE) -- Nurix Therapeutics, Inc. (NASDAQ:NRIX), a clinical- ...
中国市场强劲增长驱动2024年全球NAD模块出货量同比增长14%
Counterpoint Research· 2025-04-23 11:11
随着近期地缘政治发展,美国计划自2027年款车型起限制汽车制造商销售搭载中国和俄罗斯制造软 件的车辆,并自2030年款车型(或无年款车型则从2029年1月1日起)同时禁止相关软件和硬件。此 举可能影响部分中国企业。值得注意的是,我们已观察到Tesla转变策略——在原先采购中国供应商 方案后,现已开始认证其自主研发的5G NAD模块。 全球NAD模组厂商出货量市场份额 2024年 vs 2023年 全球NAD模块出货量同比增长14%,主要得益于Fibocom、Quectel和Continental的强劲增长。 Quectel和Fibocom的显著增长主要得益于中国市场的推动——由于BYD、Geely、Chery和Nio 等汽车制造商的需求上升,该市场扩张超30%。 Continental的增长源于其目前更专注于为自家TCU推出基于Qualcomm平台的4G/5G NAD模 块,从而减少对外部供应商的依赖。 到2030年,5G及5G RedCap技术可能占据全球NAD模组总出货量的近90%。 Qualcomm预计将通过具有竞争力的5G定价保持其在NAD芯片组市场的领导地位,尽管 MediaTek、HiSilico ...
中国市场强劲增长驱动2024年全球NAD模块出货量同比增长14%
Counterpoint Research· 2025-04-23 11:11
数据来源:Counterpoint Research 《2024年Q4 全球汽车蜂窝NAD模组及芯片组追踪报告》 2024年全球NAD模组市场出货量持续增长。根据 Counterpoint最新《全球汽车蜂窝NAD模组及芯片 组追踪报告》 ,随着嵌入式连接技术日益成为乘用车标配,该年度出货量同比增长14%。 分析师观点 针对汽车连接需求增长, Counterpoint 副总监Greg Basich 评论道:"Quectel和Fibocom(以 Favalon品牌运营)在中国市场推动下实现强劲增长,该市场扩张超30%,主要源于BYD、Geely、 Chery和Nio等车企的需求上升。另一方面,以Rolling Wireless(中国以外的领导者)和LG为代表的 国际品牌出现下滑,因中国以外市场的需求未能同步复苏。" 随着近期地缘政治发展,美国计划自2027年款车型起限制汽车制造商销售搭载中国和俄罗斯制造软 件的车辆,并自2030年款车型(或无年款车型则从2029年1月1日起)同时禁止相关软件和硬件。此 举可能影响部分中国企业。值得注意的是,我们已观察到Tesla转变策略——在原先采购中国供应商 方案后,现已开始认 ...
对话速腾聚创:用数字化重构激光雷达行业规则,持续推动行业进步
IPO早知道· 2025-04-22 04:59
作为一款 拥有真 192线高线数扫描,具备每秒高达288万点的高清点云、0.08°×0.1°全局角分辨 率,提供最远300米的探测距离、最高20Hz帧率,且高度集成 的产品 , EMX是目前最小巧的车载 数字化主激光雷达 ,并 已获得多家整车厂定点合作,将于年内量产上车。 值得注意的是, 速腾聚创 在本次发布会上强调, 根据市场不同需求 ,其 可以快速定制不同造型、 线数、帧率、探测距离、 FOV等参数的数字化激光雷达,覆盖从96线到2160线等不同规格 —— 比 如对于车载主激光雷达, EMX面向高阶辅助驾驶全面普及趋势,适合500线以下的需求,可定制 192线、256线、384线等产品方案;EM4挑战行业极限,面向500线以上的超高清感知需求,可定 制520线、720线、1080线,甚至高至2160线等技术方案。 当然,这样的定制化能力在一定程度上还是得益于速腾聚创的平台化能力 ——事实上, 从 2015年 创立至今,速腾聚创坚持技术前瞻自研,从R平台到M平台、再从E平台到如今的EM平台,每个平台 产品都有划时代的意义 ——譬如, M平台让激光雷达从 " 精密仪器 " 变成 " 可车规量产上车的产品 "; ...
2024年市场收缩下,TomTom 继续领跑欧洲导航软件市场
Counterpoint Research· 2025-04-17 03:08
根据 Counterpoint 最新《欧洲车载导航系统追踪报告》 ,TomTom 2024年以14%的市场份额保持欧洲车 载导航软件市场领导者地位,Joynext 与Elektrobit 分别以13%和12%的份额位居二、三位。 欧洲车载导航系统供应商销售份额对比,2024 vs 2023 数据来源:Counterpoint Research 《2024欧洲车载导航系统追踪报告》 Google 市场份额显著提升至6%,同比增长34%,这得益于Renault, Volvo, Cadillac 和Polestar 等主流汽车 品牌搭载谷歌汽车服务(GAS)的车型数量增加。 分析师观点 针对市场动态,Counterpoint 高级分析师Mohit Sharma指出 :"虽然电动汽车销售放缓给欧洲导航软件 市场带来挑战,但搭载车载导航功能的车型数量仍在增加,这项配置正逐步渗透至经济型和小型车领 域。" 市场展望: 尽管TomTom 成功卫冕冠军,但欧洲车载导航市场2024年规模较2023年出现下滑,主要归因于欧洲电动 汽车销量下跌——电气化是车载导航普及的关键驱动因素。 由于电动汽车销量下滑,2024年欧洲车载导航软 ...
Tevogen CEO to Join Dialogue on Paths to Liquidity: Strategies for Adapting to a Volatile Market at BioNJ's Fifteenth Annual Bio Partnering Conference with Experts from J.P. Morgan, RSM, and Cantor Fitzgerald
Newsfilter· 2025-04-14 17:53
Group 1 - Tevogen Bio Holdings Inc. will have its CEO, Dr. Ryan Saadi, participate in BioNJ's Fifteenth Annual Bio Partnering Conference, focusing on strategies for adapting to market volatility [1][2] - The conference aims to foster strategic partnerships and drive funding within the biopharmaceutical industry, ultimately advancing medical innovation [2][3] - Dr. Saadi emphasized the importance of addressing market volatility and its impact on patient outcomes, aligning with Tevogen Bio's mission to enhance accessibility to lifesaving treatments [3] Group 2 - The conference will feature a dynamic agenda including 1:1 partnering sessions, company pitch presentations, and extensive networking opportunities designed for growth and collaboration [3] - BioNJ President and CEO Debbie Hart expressed excitement for the panel discussion, highlighting the potential for attendees to gain actionable insights [3]
Tevogen CEO to Join Dialogue on Paths to Liquidity: Strategies for Adapting to a Volatile Market at BioNJ’s Fifteenth Annual Bio Partnering Conference with Experts from J.P. Morgan, RSM, and Cantor Fitzgerald
Globenewswire· 2025-04-14 17:53
Core Insights - Tevogen Bio Holdings Inc. will participate in BioNJ's Fifteenth Annual Bio Partnering Conference, focusing on strategies for adapting to market volatility [1][2] - The conference aims to foster strategic partnerships and drive funding within the biopharmaceutical industry, ultimately advancing medical innovation [2][3] Company Participation - CEO Dr. Ryan Saadi will be featured in a panel discussion titled "Paths to Liquidity: Strategies for Adapting to a Volatile Market" [1] - The panel will include notable industry figures from J.P. Morgan Private Bank, RSM US, and Cantor Fitzgerald, indicating a strong representation of financial expertise [1] Industry Context - The biotechnology industry is currently facing market volatility, which could impact patient outcomes, highlighting the importance of discussions at the conference [3] - The conference will include various activities such as 1:1 partnering sessions, company pitch presentations, and extensive networking opportunities, designed to support growth and collaboration in the industry [3]
重磅发布:Canalys 2025年中国ADAS SoC厂商领导力矩阵,揭晓年度“冠军厂商”名单
Canalys· 2025-04-14 09:18
Champions冠军 持续展现出卓越的综合实力,通过高效的协同合作推动行业进步,充分发挥自身优势,保障 业务的稳定持续,并通过有竞争力的技术方案与前瞻性的战略升级,加速市场拓展,在ADAS SoC领域树立了 标杆地位。 其他厂商则被划分为 Contenders竞争者 (需要提高竞争力和/或改善合作伙伴关系的市场领跑厂商)、 Scalers攀登者 (具备吸引生态伙伴合作特质的潜在"新星"厂商)以及 Foundations初级者 (合作伙伴满意度 较低和/或承诺不足的厂商)。 Canalys近日发布《2025年中国ADAS SoC供应商领导力矩阵》第二期评估结果,共七家厂商荣膺"冠军厂 商"称号,分别是:英伟达、高通、地平线、德州仪器(TI)、Mobileye、安霸和芯擎科技。 该报告通过对厂商在先进ADAS辅助驾驶系统领域的市场表现与合作能力进行综合评估,表彰他们在推动汽车 行业发展方面所做出的突出贡献。其中,英伟达、高通、地平线、德州仪器和安霸成功巩固其领先地位,而 Mobileye与芯擎科技则首次晋级"冠军阵营",彰显其在中国市场的快速成长与技术突破。 Canalys中国ADAS SoC厂商榜单评选标准 ...
RTX Wins a Contract to Supply APY-10 Radar Spares to Canada & Germany
ZACKS· 2025-04-10 13:10
Core Viewpoint - RTX Corp.'s Raytheon business unit has secured a $15.8 million modification contract for APY-10 radar systems, which is expected to be completed by March 2028, indicating strong demand for radar technologies amid rising global defense investments [1][2][3]. Group 1: Contract Details - The contract involves the procurement of materials for the production and delivery of seven APY-10 radar systems for the U.S. Navy and spares for Canada and Germany, with work to be executed in McKinney, TX [2]. - The contract value is $15.8 million and is set to be completed by March 2028 [2]. Group 2: Market Trends - Global geopolitical tensions are driving countries to enhance their defense capabilities, leading to increased investments in radar technologies [3]. - The APY-10 radar is a multi-mission system developed for Boeing's P-8 Poseidon maritime aircraft, supporting various applications such as long-range surface search and target tracking [4]. Group 3: Industry Outlook - The military radar market is projected to grow at a CAGR of 5.2% from 2025 to 2030, driven by rising defense budgets and escalating regional conflicts [5]. - RTX's robust radar portfolio, including combat-proven systems, positions the company well to benefit from this market growth [6]. Group 4: Competitor Analysis - Other major radar manufacturers like Lockheed Martin, L3Harris Technologies, and Northrop Grumman are also expected to benefit from the growth in the military radar market, with each company showcasing strong product portfolios and growth rates [7][9][10][11]. Group 5: Stock Performance - RTX's stock has increased by 26.7% over the past year, significantly outperforming the industry, which has seen a decline of 5.2% [12]. - RTX currently holds a Zacks Rank 2 (Buy), indicating positive market sentiment [13].
比亚迪天神之眼ADAS放眼全球市场革新
Counterpoint Research· 2025-04-09 13:01
| Specifications | God's Eye A (DiPilot 600) | God's Eye B (DiPilot 300) | God's Eye C (DiPilot 100) | | --- | --- | --- | --- | | Computing Power | 600 TOPS | 300 TOPS | 100 TOPS | | Number of LiDARs | 3 | 1 | | | Ultrasonic Radars | 12 | 12 | 12 | | Number of Cameras | 14 | 14 | 12 | | NOA Supported Areas | Highway & Cities | Highway & Cities | Highway | | Availability | Premium segment | Mid-tier segment | Entry & Budget segments | 数据来源:Counterpoint Research Note: NOA (Navigate on Autopilot) 比亚迪近日发布全新自动驾 ...