July 4, 2025 08:34 AM GMT WuXi Biologics Cayman Inc | Asia Pacific M Update Pushing the Envelope in High- Concentration Biologics Manufacturing Key Takeaways The highest-concentration biologic approved to date is Benlysta (belimumab): High-concentration is defined as levels exceeding 100mg/mL. Humira (adalimumab), for example, has a concentration level of 100mg/mL. Benlysta, GSK's novel treatment for lupus, is manufactured at 200mg/mL. WuXi's new platform is able to engineer concentrations of up to 230mg/mL ...

苹果计划将于明年推出的2000美元折叠屏手机，成了国产手机品牌的集火对象，他们以前所未有的集体 攻势，意图在苹果入局前抢占先机，甚至直接"卡位"苹果的未来增量空间。 从6月24日到7月2日，在不到十天的时间内，小米、vivo、荣耀三家接连推出折叠屏手机，小米MIX Flip2、vivo X Fold5、荣耀Magic V5三款手机试图将折叠屏手机从"小众科技爱好者的尝鲜玩具"推向"大 众用户的主力机"。 左:小米MIX Flip2 | 右:vivo X Fold5 在对外话术中，三家居然出奇地统一，除了常规的硬件性能展示之外，都将目标聚焦在打破苹果的生态 壁垒，实现跨生态互联互通上。在内卷严重的中国手机市场，因"挤牙膏式创新"和AI功能缺位，苹果在 此时露出疲态，成为了存量市场中为数不多的局部增量，让一众国产手机品牌开始琢磨如何分流苹果用 户。 苹果终究是长期统治中国高端手机市场的"一哥"，国产手机品牌若想成功分流苹果用户，需要一个错位 进攻的机会，即用自己的长板去打苹果的短板，而折叠屏恰好是苹果最为孱弱的地方。 面对这泼天的富贵，vivo、小米、荣耀这三家集中发力，掐着与苹果生态共融的话术，在苹果折叠屏这 ...

Core Insights - Nxera Pharma will receive US$4.8 million in milestone payments from Centessa Pharmaceuticals due to the initiation of clinical development of ORX142, a novel orexin receptor 2 (OX2R) agonist [1][2] - The milestone payments include US$1.8 million recognized as revenue in Q2 2025 and US$3.0 million in Q3 2025 [2] Company Overview - Nxera Pharma is a technology-driven biopharma company focused on developing specialty medicines for unmet medical needs in Japan and globally [3] - The company has established a commercial business in Japan to develop and market innovative medicines, addressing a growing market in the APAC region [3] Pipeline and Development - Nxera Pharma has an extensive pipeline of over 30 active programs, utilizing its NxWave™ discovery platform, targeting major unmet needs in neurology, metabolic diseases, and immunology [4] - The pipeline includes potentially first- and best-in-class candidates, advancing from discovery to late clinical stages in collaboration with leading pharmaceutical and biotech companies [4] Workforce and Locations - Nxera employs approximately 400 people across key locations including Tokyo, Osaka, London, Cambridge, Basel, and Seoul [5]

Core Points - HUTCHMED will announce its interim results for the six months ended June 30, 2025, on August 7, 2025, at 7:00 am EDT [1] - The company will host two webcast presentations for analysts and investors to discuss the interim results, with the English session at 8:00 am EDT and the Chinese session at 8:30 am HKT on August 8, 2025 [2] - Both webcasts will be available live on the company website, with a replay accessible shortly after the events [3] Company Overview - HUTCHMED is an innovative, commercial-stage biopharmaceutical company focused on the discovery, global development, and commercialization of targeted therapies and immunotherapies for cancer and immunological diseases [4] - The company has successfully marketed its first three medicines in China, with the first also approved globally, including in the US, Europe, and Japan [4]

Key Takeaways Orange launched a Defense & Security Division under Orange Business to target critical sectors. The unit aims to deliver secure networks, data hosting, emergency comms and advanced cyber tools. Orange leverages vast fiber, satellite, 5G assets plus Orange Cyberdefense's 8% B2B growth in France.Orange S.A. (ORANY) recently launched a new Defense & Security Division under Orange Business. The initiative aligns with Orange’s long-term “Lead the Future” roadmap with an emphasis on sovereign-crit ...

Financial Data and Key Metrics Changes - The company reported annual revenue exceeding $6 billion, representing a 33% year-over-year increase [19] - Direct-to-consumer (DTC) profitability improved by $1.2 billion in the last year [19] Business Line Data and Key Metrics Changes - The content strategy focused on fewer, larger original series has proven successful, leading to the addition of 10 million incremental subscribers and double-digit growth in watch time [18] - The company achieved significant growth in its streaming service, Paramount Plus, which is expected to reach domestic profitability this year [15][19] Market Data and Key Metrics Changes - The company has not observed any material impact from recent macroeconomic trends, although there is increased pressure in the lower side of the advertising market [21][23] - The company maintains a strong position with a large addressable footprint combining streaming and linear services, which is attractive to advertisers [22] Company Strategy and Development Direction - The company is committed to investing in world-class content and fostering a creative culture to drive shareholder value [27] - The strategy emphasizes the importance of hit-driven content rather than volume, which has been validated by recent performance metrics [17][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position, citing a strong slate of hits and a robust lineup of live events and sports [22][23] - The company believes that the current pressures in the advertising market will balance out over time, reinforcing its optimistic outlook [23] Other Important Information - The company settled a lawsuit with the President, which was driven by the desire to avoid the costs and risks associated with prolonged legal battles [13][14] Q&A Session Summary Question: What drove the company's decision to settle the lawsuit with the President? - The company settled to avoid high legal costs, risks of adverse judgments, and disruptions to business operations [13][14] Question: Can you share more about the drivers of improvement in B2C and confidence in reaching domestic profitability? - The content strategy focusing on fewer, bigger original series has driven significant growth, with 10 million new subscribers and improved profitability [15][18][19] Question: What is the update on recent advertising trends? - The company has not seen material impacts from macroeconomic trends, although there is pressure in the lower advertising market [21][22][23] Question: How does content drive value across the company? - Content investments enhance engagement across streaming, linear, and theatrical platforms, benefiting multiple revenue streams [24][25]

The Russian capital is enjoying a three-month festival called “Summer in Moscow”. But opulent floral displays co-exist alongside an intensifying ideological campaign and tightening restrictions in the city https://t.co/dO6GLlclX2 ...

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25 June 2025 China Macro Tracker Economics Domestic consumption becoming brighter Middle East tensions: Assessing the potential of oil price shocks on China The global price of Brent crude oil spiked on the back of increased tensions in the Middle East, but has since declined (under USD70/b). While there is still a risk of oil price volatility, our Oil team expects oil prices to settle back down to USD65/b by Q4 if de-escalation is sustained as a base case (see Oil market flash, 23 June). 18% of China's ene ...

About Kratos Defense & Security Solutions Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing the defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers' mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading edg ...