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Lipocine's LPCN 1148 Highlighted in the June 2025 Edition of Hepatology
Prnewswire· 2025-05-22 12:00
SALT LAKE CITY, May 22, 2025 /PRNewswire/ -- Lipocine Inc. (NASDAQ: LPCN), a biopharmaceutical company leveraging its proprietary technology platform to augment therapeutics through effective oral delivery, today announced that its development candidate LPCN 1148 for men with cirrhosis is featured in the "Hepatology Highlights" section of the June 2025 edition of Hepatology. The article "LPCN 1148: Rebuilding muscle memory in cirrhosis patients" was contributed by Dr. Kevin Harris of the Division of Gastroe ...
独家洞察 | 回顾十年前设立的并购基金与其他策略的对比
慧甚FactSet· 2025-05-22 03:02
随着我们步入2020年代中期,现在正是回顾 2013年到2015年间设立的私募基金表现的好时机——这些基 金正陆续进入典型的退出周期。 这样的分布结果并不令人意外,因为8% - 20%的回报率通常被视为私募投资的合理预期。在比较并购基 金与非并购基金时,我们发现了显著差异,半数以上并购基金收益率在14%以上,甚至超过26%,相比之 下,落在仅有33%的非并购基金达到了这一水平。这些意味着有限合伙人(LP) 在2013至2015年间投资并 购基金,获得14%以上回报的概率超过50%,而选择其他策略时,仅有三分之一的机会达到这一收益水 平。 并购基金被视为LP长期超额收益的重要来源。我们的图表显示,在不同环境下情况皆是如此。哪怕经历 了新冠疫情和随后的中期经济衰退,并购基金依旧在各类市场环境下展现出更高的回报倾向。 深入探究第二张图表中"其他基金"这一分组可以发现,有三种投资类型集中在2% - 14%区间:信贷、基 础设施和房地产。作为前三大非并购基金,它们可能对整体组别的表现造成了较大影响。 为评估这些基金在过去十年的运作情况,我们分析了内部收益率(IRR)在不同表现分位的分布情况。我 们统计了并购基金的数量, ...
Investors in Compass Group Diversified Holdings, LLC Should Contact The Gross Law Firm Before July 8, 2025 to Discuss Your Rights – CODI
GlobeNewswire News Room· 2025-05-21 17:21
NEW YORK, May 21, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Compass Group Diversified Holdings, LLC (NYSE: CODI). Shareholders who purchased shares of CODI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/compass-diversified-loss-submission-form/?id=149378&from=3 CL ...
利率周记(5月第3周):TS合约还能正套吗?
Huaan Securities· 2025-05-19 08:14
Group 1: Report Information - Report Title: "TS Contract: Can It Still Be Used for Cash-and-Carry Arbitrage? - Interest Rate Weekly (Week 3 of May)" [1] - Report Date: May 19, 2025 [2] - Chief Analyst: Yan Ziqi, with a practice certificate number of S0010522030002 [2] - Research Assistant: Hong Ziyan, with a practice certificate number of S0010123060036 [2] Group 2: Industry Investment Rating - No industry investment rating is provided in the report. Group 3: Core Views - Since the implementation of reciprocal tariffs on April 3, the bond market's maturity yields have first decreased and then increased. Among treasury bond futures, the TL contract has been strong, while the TS/TF/T main contracts have declined [2]. - The weak performance of the TS contract is due to the previous large premium and the change in the expectation of loose monetary policy. The market's expectation of loose monetary policy changed significantly in Q1, and there are differences in the short - term expectation of loose monetary policy after the double - cut in May. The yield curve has flattened instead of steepening as expected [3]. - As of May 16, the basis of the TS main contract is - 0.07 yuan, and the IRR is 1.79%. The basis has significantly converged, and the IRR is close to the capital interest rate, so the cost - effectiveness of cash - and - carry arbitrage is insufficient [4]. - In the short term, the TS contract may still be in a premium state because of the continuous negative carry. The inversion between R001 and the 2 - year treasury bond maturity yield has decreased from about 60bp at the beginning of the year to 15bp on May 16, and the negative carry phenomenon of some varieties will continue [4]. - Considering that the tight capital situation in Q1 will not repeat, the short - term interest rate has a ceiling and the probability of a sharp decline is low. With the significant convergence of the basis, one can consider participating in the possible rise of the TS contract [4]. Group 4: Analyst and Research Assistant Introduction - Analyst Yan Ziqi is the assistant director of the Research Institute of Hua'an Securities and the chief analyst of fixed income. He has 8 years of experience in sell - side fixed income and equity research, and has won the second place in the 2024 Wind Gold Analyst and the best analyst in the 2023 Choice fixed income industry [12]. - Research Assistant Hong Ziyan is a master of financial engineering from the University of Southern California, covering macro - interest rates, institutional behavior, and treasury bond futures research [12].
Galectin Therapeutics Reports Financial Results for the Quarter Ended March 31, 2025 and Provides Business Update
Globenewswire· 2025-05-15 12:00
NORCROSS, Ga., May 15, 2025 (GLOBE NEWSWIRE) -- Galectin Therapeutics, Inc. (NASDAQ: GALT), the leading developer of therapeutics that target galectin proteins, today reported financial results and provided a business update for the three months ended March 31, 2025. Joel Lewis, Chief Executive Officer and President of Galectin Therapeutics, stated "This quarter, we remained laser-focused on advancing additional analyses for belapectin. I was extremely encouraged by the feedback we received last week at the ...
U.S. Regulators Target CrowdStrike: Is It a Signal or Noise?
MarketBeat· 2025-05-14 12:02
Core Viewpoint - CrowdStrike is currently facing a regulatory probe related to a $32 million deal with Carahsoft, which has raised concerns among investors despite a recent recovery in stock price due to positive trade news between the U.S. and China [1][2][4]. Group 1: Regulatory Concerns - The DOJ and SEC are investigating the $32 million transaction with Carahsoft, which provided IT solutions for the IRS, specifically for products that were never purchased [3]. - Both CrowdStrike and Carahsoft assert the legality of the transaction, but the involvement of regulators suggests a potentially lengthy resolution process [4]. - Investigators are asking critical questions that indicate the probe may extend beyond just the Carahsoft deal [4]. Group 2: Financial Performance and Forecast - CrowdStrike's stock price forecast is $403.20, indicating an 8.41% downside from the current price of $440.20, based on 45 analyst ratings [6]. - The company has announced a 5% reduction in its global workforce, which may raise short-term concerns among investors, although layoffs are generally aimed at improving efficiency [6][7]. - CrowdStrike has reaffirmed its full-year revenue guidance of $4.74 to $4.81 billion, suggesting confidence in its financial outlook [7]. Group 3: Market Position and Analyst Sentiment - The cybersecurity industry is projected to grow to $24 trillion by 2027, with CrowdStrike capturing a significant share and boasting one of the highest operating margins in the sector [8]. - Despite current stock trading above the consensus average, analysts maintain a positive outlook, with Rosenblatt Securities reiterating a Buy rating and a $450 price target [9]. - The options market indicates potential volatility ahead of the earnings report scheduled for June 3, with equal numbers of call and put options purchased [10][11].
房地产重大政策点评:信阳公示现房销售制度,如何看待行业影响
Guoxin Securities· 2025-05-14 07:46
证券研究报告 | 2025年05月14日 房地产重大政策点评 信阳公示现房销售制度,如何看待行业影响 行业研究·行业快评 房地产 投资评级:优于大市(维持) 证券分析师: 任鹤 010-88005315 renhe@guosen.com.cn 执证编码:S0980520040006 证券分析师: 王粤雷 0755-81981019 wangyuelei@guosen.com.cn 执证编码:S0980520030001 证券分析师: 王静 021-60893314 wangjing20@guosen.com.cn 执证编码:S0980522100002 事项: 5 月 13 日,信阳市住建局官网公示了《关于加强商品房预售管理工作的若干措施(试行)》,主要内容为: 1.已开工项目(已取得施工证的项目),预售条件不变;2.新开工项目(已拿地未开工项目),主体结构 封顶方可预售;3.新拿地项目(文件印发后),一律现房销售(现房一般指已竣工备案的项目);4.其他: 主要是预售资金监管方面的要求。 国信地产观点:1)与 2022 年开始的项目型试点不同,本次是地方政策的变化,而非作为土地出让条件之 一。预计全国性的政策 ...
Madrigal Pharmaceuticals (MDGL) Update / Briefing Transcript
2025-05-13 13:00
Madrigal Pharmaceuticals (MDGL) Update / Briefing May 13, 2025 08:00 AM ET Speaker0 Good day. Thank you for standing by. Welcome to Montreal Pharmaceuticals' Residra Two Year Compensated Mascidrosis Data and EASL twenty twenty five Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. As a reminder, today's conference call is being recorded. I would now like to introduce Ms. Tina Ventura, Chief Investor Relat ...
Compass Diversified (CODI) Faces Securities Class Action After Admitting to Accounting "Irregularities" - Hagens Berman
Prnewswire· 2025-05-09 21:49
Core Viewpoint - A securities class action lawsuit has been filed against Compass Diversified due to the company's announcement of a restatement of its 2024 financial statements, which were affected by undisclosed financing arrangements and irregularities in its Lugano business unit [1][4]. Group 1: Lawsuit Details - The lawsuit, Matthews v. Compass Diversified Holdings, LLC, seeks to represent investors who purchased Compass securities between May 1, 2024, and May 7, 2025 [1][2]. - The complaint alleges that Compass made false and misleading statements regarding its Lugano unit, which operates in the branded consumer goods sector, and failed to disclose critical information about undisclosed financing arrangements and irregularities in sales, cost of sales, inventory, and accounts receivable [2][3]. Group 2: Financial Impact - The alleged irregularities necessitated a restatement of Compass Diversified's 2024 financial statements, rendering them unreliable [3]. - Following the disclosure of these issues, Compass announced a delay in filing its first-quarter 2025 Form 10-Q, leading to a 60% drop in its stock price in a single trading day, significantly impacting shareholder value [5][6]. Group 3: Regulatory Violations - The lawsuit claims that Compass violated the Securities Exchange Act of 1934 by making untrue statements of material fact and omitting necessary information that would prevent the statements from being misleading [6]. - Hagens Berman, the law firm investigating the claims, expressed concern over the alleged accounting irregularities and the potential misrepresentation of financial figures that could have misled investors [8].
Critical Metals Corp Publishes Compelling Deep Diamond Drill Results from Tanbreez Greenland
Globenewswire· 2025-05-09 12:30
NEW YORK, May 09, 2025 (GLOBE NEWSWIRE) -- Critical Metals Corp. (Nasdaq: CRML) (“Critical Metals Corp” or the “Company”), a leading critical minerals mining company, is pleased to publish for the first time, historical deep diamond drill holes DDH 306-13 drilled in 2013, and DX-02 drilled in 2010 from the Tanbreez Project in Greenland. Highlights – New Diamond Drill Hole Historical Results Drill Hole DX-02 drilled vertically to 195m from surface and intersected high - grade rare earths oxides averaging:42 ...