3 Powerful Ways Leaders Build Teams That Think, Adapt, And Innovate https://t.co/i2VJi9grnd https://t.co/86yzKdSDEk ...

3 Tips For Fostering A Culture Of Innovation In Your Organization https://t.co/tZfFULkHbl https://t.co/bGo9FD1Igw ...

Summary of J.P. Morgan's China Healthcare Sector Conference Call Industry Overview - The conference call focused on the **China Healthcare sector**, particularly the **biotech** and **pharmaceutical** subsectors, which have shown significant financial performance in the first half of 2025 (1H25) [1][4]. Key Financial Performance - The **MSCI China Healthcare Index** and **Hang Seng Healthcare Index** have rallied over **70%** and **100%** respectively year-to-date [1]. - Most companies in the China healthcare sector met or slightly exceeded financial expectations for 1H25, with biotech companies showing solid growth in both top-line and bottom-line metrics [1][4]. Subsector Insights - **Biotech**: Remains a strong performer with robust growth driven by out-licensing, efficiency improvements, and cost control. Companies like **Kelun Biotech**, **RemeGen**, and **Innovent** reported results that met or exceeded expectations, prompting raised price targets [4][5]. - **CXO**: Continued positive momentum with companies like **WuXi AppTec**, **WuXi Bio**, and **WuXi XDC** exceeding market expectations and raising FY25 guidance [6]. - **Pharma**: Experienced slight revenue pressure, potentially due to **volume-based procurement (VBP)**, but net profit showed mild recovery year-over-year (YoY) and quarter-over-quarter (QoQ) [5]. - **Medtech**: Reported mixed results with some companies experiencing revenue growth while others faced declines. The competitive landscape is shifting, with **United Imaging** gaining market share [6]. - **Diagnostics**: Faced overall pressure with significant sales declines for key players due to price reductions and policy changes [12]. Market Dynamics and Future Outlook - The Hang Seng Healthcare Index saw a **10%** surge in the last 30 days, indicating a search for broader catalysts to sustain growth [4]. - Upcoming events such as **WCLC'25** and **ESMO'25** are expected to be significant catalysts for the sector [4]. - The sector is also looking forward to outcomes from **NRDL negotiations** and the drug coverage list from commercial health insurance in late 2025 [4]. Company-Specific Highlights - **Innovent** is highlighted as a top pick due to its diversified and innovative pipeline [4]. - **Akeso** showed potential despite results falling short of expectations, with promising data from its **HARMONi-A** trial [4]. - **Hengrui** is pursuing an independent global expansion strategy, which may lead to increased licensing income in the future [5]. Risks and Challenges - The **pharmacy sector** is expected to see consolidation, with an anticipated **100,000 store closures** in 2025 and 2026 [6]. - **Consumer sentiment** remains weak, impacting medical services and growth for companies like **Topchoice** and **Aier** [6]. Conclusion - The China healthcare sector is poised for further growth, driven by innovation and upcoming catalysts, despite facing challenges in certain subsectors. The overall sentiment remains optimistic, particularly for biotech and CXO companies, while pharma and diagnostics may require strategic adjustments to navigate current pressures [1][4][6].

RT s4mmy (@S4mmyEth)Happy Fri-DeAI!- Eye-watering capital raises- Fresh prediction market agents and- The first sovereign AI phoneInnovation is ramping up; here's a roundup of the DeAI news in the past few days🧵(1/11) https://t.co/98dJuA6MAm ...

The term “xiexiu” has acquired a new lease of life among certain youngsters. Detached from its literary origins, it now denotes a departure from the proper way: more efficient, more creative or simply less bound by convention https://t.co/afbCPBJ7DG ...

Fiscal Policy & Economic Growth - The analysis suggests tariffs are running at an annual rate between $400 billion and $500 billion, potentially improving the deficit, but real GDP growth is considered the key to significantly reducing the deficit as a percentage of GDP [1] - The report anticipates real GDP growth will surprise on the high side of expectations later in the year and into 2026, driven by innovation platforms like robotics, energy storage, AI, multiomic sequencing, and blockchain technology, all catalyzed by AI [1] - The analysis highlights deregulation, particularly in crypto, AI, and nuclear energy, as a significant factor for economic growth, with tax changes encouraging manufacturing and innovation through accelerated depreciation schedules and full expensing of equipment, R&D, and software [1] Inflation & Monetary Policy - The report indicates that while inflation may seem stuck in the 2% to 3% range, innovation-driven productivity gains could lead to deflation in the coming years [2] - The analysis points out that M2 money supply growth has significantly dropped compared to the COVID boom, and the velocity of money is declining, potentially diffusing inflationary pressures [2] - The yield curve, measured by the two-year Treasury yield relative to the three-month Treasury yield, indicates tight monetary policy, which is expected to have disinflationary or deflationary effects [3] - True inflation CPI is reported at 19%, even with tariffs factored in, and consumer inflation expectations are expected to decline [3] Market Indicators & Investment Strategy - The analysis notes that manufacturing has been contracting for the last three years, and services are not in great shape, signaling potential economic concerns [4] - The report highlights that AI-powered capital spending is increasing, supported by new tax rules, while the trade deficit is being addressed [5] - The analysis observes that pending home sales are deteriorating, and new home inventory is high, potentially leading to price cuts and impacting the CPI [5] - The report suggests that the return on investment in the US is expected to increase due to innovation, tax laws, and deregulation, potentially strengthening the dollar [5] - The analysis notes that corporate profits are healthy, but quality of earnings and harnessing new technologies will be crucial for future growth [5] - The report observes that commodity prices are going nowhere, and gold is breaking out to all-time highs relative to metals, possibly signaling deflationary concerns [5]

RT s4mmy (@S4mmyEth)Happy Fri-DeAI!- Eye-watering capital raises- Fresh prediction market agents and- The first sovereign AI phoneInnovation is ramping up; here's a roundup of the DeAI news in the past few days🧵(1/11) https://t.co/98dJuA6MAm ...

Core Insights - Protiviti has appointed Amy Wilkinson to its advisory board, effective September 1, 2025, to enhance its expertise in AI-enabled business models and provide strategic guidance [1][5]. Group 1: Appointment and Expertise - Amy Wilkinson is the founder and CEO of Ingenuity and a faculty member at Stanford Graduate School of Business, bringing extensive expertise in innovation and AI-enabled business models that drive growth [2]. - Wilkinson has a robust background in corporate strategy, private equity, and startups, having collaborated with major organizations like Google, Salesforce, and Roche [3]. - She has served as an Independent Director for Hut 8 and Innovate, showcasing her business judgment and financial acumen [4]. Group 2: Strategic Importance - Joseph Tarantino, president and CEO of Protiviti, emphasized that Wilkinson's depth of experience and forward-looking perspective will provide valuable insights to the advisory board and clients [5]. - Wilkinson expressed enthusiasm about contributing to Protiviti's mission and collaborating with its management team, particularly in the areas of AI and innovation [6]. Group 3: Company Overview - Protiviti is a global consulting firm with over 90 offices in more than 25 countries, providing consulting and managed solutions across various sectors [7]. - The firm has been recognized on the Fortune 100 Best Companies to Work For® list for 11 consecutive years and serves over 80% of Fortune 100 and nearly 80% of Fortune 500 companies [8].

Project Overview - Polkadot 主网于 2020 年 5 月启动，但其根基深厚 [1] - Parity Technologies 致力于构建更好的互联网 [1] Technological Foundation - Parity Technologies 经历了多年的建设，从 ETHCore 到 Substrate 再到 Polkadot [1] - Parity Technologies 的故事是关于韧性、创新和使命的故事 [1]

[Applause] If you only had seconds to save a friend's life, how innovative could you be? Growing up in Michigan, I love to go exploring in the woods behind our house. And one particular day, I went on a walk with my friend Jeremy looking for some turtles. Now, we were 9 years old and we decided to go exploring the woods. And as we're walking around, we came across a ravine. Now, a a ravine is just a large gully. It's got uh dirt walls that are 75 ft high on each side and a large chasm in between. And I thou ...