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Relay Therapeutics (RLAY) FY Conference Transcript
2025-06-11 19:42
Relay Therapeutics (RLAY) FY Conference June 11, 2025 02:40 PM ET Speaker0 Good afternoon, everyone. Thank you so much for joining us. I'm Salveen Richter, biotechnology analyst at Goldman Sachs. Really pleased to have with me Sanjeev Patel, President and CEO of Relay. Sanjeev, to start here, could we just level set here with an overview of the Dynamo platform and where you stand today with the optimization efforts that have played out and the acquisitions of technologies, as well as pipeline strategy and u ...
X @Forbes
Forbes· 2025-06-11 00:40
5 Survival Tips For Working Moms With Kids Home This Summer https://t.co/Xej7nDS1Fe https://t.co/Xej7nDS1Fe ...
Summit Therapeutics (SMMT) - 2025 FY - Earnings Call Transcript
2025-06-09 18:20
Summit Therapeutics (SMMT) FY 2025 Conference June 09, 2025 01:20 PM ET Speaker0 Great. Good afternoon, everyone. Thank you so much for joining us. I'm Salveen Richter, Biotechnology Analyst at Goldman Sachs. And we're really pleased to be joined by the Summit team who's rather patriotic today. So to start here next to me, have Mickey Zengene, who's Co CEO Bob Duggan, Co CEO Manmeet, Sony, COO and CFO and Dave Genzar's Chief Business Officer. So with that, to start here, could you provide an overview of you ...
“Startups Must Ship Fast”
If I'm inside a behemoth like I'm inside Amazon and Amazon has a product in our category, do you think the employees working on this are worried if they will have a job in six months if they don't ship a great product. If we had shipped the same quality product that some of these hyperscalers have shipped, we'd be out of the market a year ago. But they probably still have their jobs right now.A startup has existential dread on whether or not they can survive if they don't ship fast. ...
DARZALEX FASPRO® (daratumumab and hyaluronidase-fihj)-based regimen shows 95 percent progression-free survival at four years in transplant-eligible, newly diagnosed patients with multiple myeloma who achieved sustained MRD negativity
Prnewswire· 2025-06-03 14:45
Core Insights - Johnson & Johnson announced significant findings from two Phase 3 studies demonstrating that DARZALEX FASPRO® (daratumumab and hyaluronidase-fihj) based regimens lead to deep and sustained minimal residual disease (MRD) negativity and improved long-term progression-free survival (PFS) in newly diagnosed multiple myeloma patients, regardless of transplant eligibility [1][2][3] Group 1: Study Findings - In the Phase 3 PERSEUS study, over half of the patients maintained MRD negativity for 24 months or longer with the DARZALEX FASPRO® regimen [1][2] - The addition of DARZALEX FASPRO® to the standard treatment regimen (bortezomib, lenalidomide, and dexamethasone) resulted in a 55.8% sustained MRD negativity rate at the 10⁻⁵ threshold compared to 22.6% with the standard regimen alone [2][4] - The Phase 3 CEPHEUS study showed a 60% overall MRD negativity rate at the 10⁻⁵ threshold in transplant-ineligible patients, indicating significant treatment benefits across different patient populations [1][3] Group 2: Long-term Outcomes - At a median follow-up of 47.5 months, the PFS rate was 95.3% at 48 months for patients receiving the DARZALEX FASPRO® regimen, highlighting its effectiveness in delaying disease progression [2] - The study results indicated that 69% of patients treated with the DARZALEX FASPRO® regimen remained progression-free at 54 months, compared to 48% with the standard regimen [4][5] - The overall survival (OS) favored the DARZALEX FASPRO® group, with a hazard ratio of 0.66, suggesting a potential survival benefit [4] Group 3: Safety and Efficacy - The safety profiles of DARZALEX FASPRO® in the PERSEUS and CEPHEUS studies were consistent with previously known safety data, indicating a manageable safety profile [5] - The studies included diverse patient populations, including those considered high-risk for cytogenetic abnormalities, reinforcing the broad applicability of DARZALEX FASPRO® in treating multiple myeloma [3][5] - The consistent results across different studies support the role of DARZALEX FASPRO® as a cornerstone of frontline therapy for multiple myeloma [5]
Snail Games Celebrates ARK Franchise’s 10-Year Anniversary with New Content and Global Community Events
Globenewswire· 2025-06-02 17:17
A Thriving Franchise Marking 10 Years of Innovation Within the Sandbox Survival GenreCULVER CITY, Calif., June 02, 2025 (GLOBE NEWSWIRE) -- Snail, Inc. (Nasdaq: SNAL) (“Snail Games” or the “Company”), a leading global independent developer and publisher of interactive digital entertainment, is proud to commemorate the 10-year anniversary of ARK: Survival Evolved (“ASE”), its flagship title and a pillar of its long-term success. Since its debut in Early Access in 2015, ARK has evolved into what we believe to ...
GP的“非线性生存”:投资人身份正在重构
3 6 Ke· 2025-05-20 02:15
旧的路径不通了,新的路径尚未确立,投资人开始从路径依赖走向身份重构——这既是被动 的自救,也是主动的探索。 一级市场久违地热闹了起来。展会排上了日程,投决会议重新回到线下,朋友圈里晒路演、投后图的更 新频率也明显高了。仿佛一切都在告诉人们:市场在复苏。 这些变化看起来是个体的调整,实则反映的是一级市场在缺乏明确趋势时的"生态自我修复"机制。旧的 路径不通了,新的路径尚未确立,投资人开始从路径依赖走向身份重构——这既是被动的自救,也是主 动的探索。 但从GP视角来看,故事并不那么线性。 一些机构已经恢复出差节奏,一些IR开始重新联系老LP,还有更多的GP则在犹豫,要不要再坚持一个 募资周期,再信一次"下一轮政策利好";与此同时,也有人开始盘点开副业的可行性——搞并购中介、 做FA、甚至去开餐厅、做直播。 在过去两年,从"GP要活下去"到"活下去也不够",每一位投资人都在经历一种更微妙的变化:他们不 再只是传统意义上的资本分配者,而正朝着内容生产者、市场组织者、甚至行业IP的方向游移。这不是 简单的"转型",而是一种"非线性生存":不是被市场淘汰,就是被身份重构。 没人能给出标准答案。不同人眼里的市场,甚至仿佛是 ...
GP的“非线性生存”:投资人身份正在重构
FOFWEEKLY· 2025-05-19 10:00
本期导读: 旧的路径不通了,新的路径尚未确立,投资人开始从路径依赖走向身份重构——这既是被动的自 救,也是主动的探索。 作者丨Eyan 本期推荐阅读5分钟 一级市场久违地热闹了起来。展会排上了日程,投决会议重新回到线下,朋友圈里晒路演、投后图 的更新频率也明显高了。仿佛一切都在告诉人们: 市场在复苏。 但从GP视角来看,故事并不那么线性。 一些机构已经恢复出差节奏,一些IR开始重新联系老LP,还有更多的GP则在犹豫,要不要再坚持 一个募资周期,再信一次"下一轮政策利好";与此同时,也有人开始盘点开副业的可行性——搞并 购中介、做FA、甚至去开餐厅、做直播。 在过去两年,从"GP要活下去"到"活下去也不够",每一位投资人都在经历一种更微妙的变化:他 们不再只是传统意义上的资本分配者,而正朝着内容生产者、市场组织者、甚至行业IP的方向游 移。 这不是简单的"转型",而是一种"非线性生存":不是被市场淘汰,就是被身份重构。 但这种"热"并非全面复苏, 更多是结构性活跃。 募资难依然是行业主旋律,LP信心的修复远未完 成。2025年第一季度,不少GP表示"机构在看,但投的很少""走得动的是几个头部在募老基金,新 基金 ...
汽车经销商生存状况及发展机遇
中国汽车流通协会· 2025-04-30 04:40
汽车经销商生存状况及发展机遇 郎学红 中国汽车流通协会 副秘书长 C O N T E N N T S 汽车经销商生存状况 PART 01 发展机遇 PART 02 4S店人员规模继续收缩 人员结构变化不大 2019-2024平均单店人员数量 经销商人员结构占比 70 61 63 61 64 58 2019 2020 2021 2022 2023 2024 11% 28% 3% 45% 3% 10% 10% 28% 4% 45% 3% 10% 管理层 销售部门 二手车部门 售后部门 行政部门 其他 外圈:2024 数据来源:中国汽车流通协会 数据来源:中国汽车流通协会 n 4S人员规模出现一定缩减:由2023年的店均64人减少至2024年底的58人(新能源独立品牌店面平均人员数量为51人,燃油车品牌门店人员数量 为61人 n 售后部门人员占比有所增加,管理人员占比减少 约85%的汽车经销商有不同程度的价格倒挂 n 2024年,有84.4%的汽车经销商有不同程度的价格倒挂,60.4%的汽车经销商价格倒挂幅度在15%以上 2024年汽车经销商汽车价格倒挂情况 10.7% 15.6% 20.0% 14.1% 10.2 ...