半年总结：当我们面前不再只有牛市一条路 https://www.jisilu.cn/question/510960 还个愿，曾经10年10倍梦想 https://www.jisilu.cn/question/510886 集思录(www.jisilu.cn)是一个以数据为本的投资理财社区，专注于新股、可转债、债券、封闭 基金等数据服务。我们的理念是在保证本金安全的前提下，使资产获得稳健增长。 快捷查询： 张家界为何这么能亏？ https://www.jisilu.cn/question/511021 搜索公众号"jisilu8"添加我们 请教一下大家的现金管理方案 https://www.jisilu.cn/question/511057 关注集思录微信 特别提示 本文不构成任何投资建议，仅为信息分享。任何因本文导致的投资行为发生的亏损，本公众号 及作者概不承担任何责任。 ...

儿子生日的时候，弟媳还有她的20多岁的亲戚来我家做客。期间聊起旅游要趁早去，晚去了 感觉不一样。人生有些必须做的事情要早做。当场我是反对这个观点的，但是没有办法说服 他们。昨天和爱人聊到年轻消费主义观点的时候，又提到了这个事情。 有云：不到长城非好汉；也有60、70者云：拍照要去天安门；亦有70、80者有云：此生必驾 318；更有00者云：不去网红大理、重庆、淄博等城市枉毕业。其实不是每个群体都有吸引 他们的执念，而是每个群体都有针对性的广告宣传。 有人担心，现在年轻时候不走，以后没有体力。我不以为然。50之前，都是年富力强。50岁 去黄山爬不上去是因为没有锻炼保持体力。只需适当锻炼几年，照样可以像20多岁一样，经 历充沛。 有人担心，现在年轻时候不逛，以后没有心境。我不以为然。心境是人的主观感受，年长的 人暂离家人、解开束缚一样可以去静安路的酒吧夜蒲。 有人担心，现在年轻时候不去，以后不适合去年轻人合适的景点。然而，并没有什么景点要 求一定要年轻人去。至少没有明令超过XX不得进入。若干年后，我依然会独自一人坐在解放 碑看美女，火锅后找个地方按脚。 我大学毕业后因为工作原因短暂地去过北京、重庆、深圳、上海、香 ...

Pipeline and Drug Candidates - Revolution Medicines has a deep science-driven pipeline of targeted therapies for RAS-addicted cancers, with drug candidates expected to enter the clinic in 2022 [13, 14] - RMC-6236 is a first-in-class RASMULTI(ON) inhibitor with broad potential against RAS-addicted cancers [22] - RMC-6291 is a mutant-selective RAS(ON) inhibitor with best-in-class potential for KRASG12C cancers [44] - RMC-9805 is a mutant-selective RAS(ON) inhibitor with best-in-class potential for KRASG12D cancers [62] - RMC-8839 is a first-in-class mutant-selective RAS(ON) inhibitor for KRASG13C cancers [74] Clinical Priorities and Activities - Revolution Medicines plans to submit INDs for RMC-6236 and RMC-6291 in the first half of 2022 and initiate single-agent dose escalation studies [42, 60] - The company aims to complete enrollment in RMC-4630-03 and provide preliminary evaluation in the second half of 2022 [98] - Revolution Medicines anticipates submitting INDs for RMC-9805 in the first half of 2023 and RMC-8839 in the second half of 2023 [118] RAS-Addicted Cancers and Patient Numbers - RAS proteins drive 30% of human cancers [7, 122] - There are an estimated 137,000 new KRASG12X patients per year in the U S [23] - There are approximately 29,000 new KRASG12C patients per year in the U S [45] - There are approximately 55,000 new KRASG12D patients per year in the U S [63] - There are approximately 3,000 new KRASG13C patients per year in the U S [75] Financial Position - Revolution Medicines had $577.1 million in cash, cash equivalents, and marketable securities as of December 31, 2021 [120]

Pipeline and Drug Candidates - Revolution Medicines is developing a deep pipeline of targeted therapies for RAS-addicted cancers, with the first two drug candidates expected to enter the clinic in 2022 [13] - RMC-6236 is a first-in-class RASMULTI(ON) inhibitor with potential against various RAS-addicted cancers, targeting approximately 137,000 new KRASG12X patients per year in the U S [19, 20] - RMC-6291 is a mutant-selective RAS(ON) inhibitor with best-in-class potential for KRASG12C cancers, addressing approximately 29,000 new KRASG12C patients per year in the U S [38, 39] - RMC-9805 is a first-in-class mutant-selective RAS(ON) inhibitor for KRASG12D cancers, targeting approximately 55,000 new KRASG12D patients per year in the U S [59, 60] - RMC-8839 is a first-in-class mutant-selective RAS(ON) inhibitor for KRASG13C cancers, addressing approximately 3,000 new KRASG13C patients per year in the U S [69, 70] Preclinical Data and Activity - RMC-6236 demonstrated robust anti-tumor activity in cancer models, with 44% ORR (8/18) in NSCLC, 53% ORR (8/15) in PDAC, and 61% ORR (11/18) in CRC [24] - RMC-6291 showed superior outcomes in a mouse clinical trial with KRASG12C NSCLC models, achieving 72% ORR (18/25) and 92% DCR (23/25) [43] - Preclinical research indicates that RMC-6236 and RMC-6291 exhibit anti-tumor immunity in vivo and strong additivity with checkpoint inhibitors [29, 52] Clinical Development and Strategy - Revolution Medicines plans to initiate single-agent dose escalation for RMC-6236 in patients with cancers harboring KRASG12X mutations, focusing on NSCLC, pancreatic cancer, and CRC [36] - The company also intends to start single-agent dose escalation for RMC-6291 in KRASG12C tumors, including expansion cohorts in select populations like NSCLC [58] - RMC-4630, a RAS companion inhibitor, is undergoing clinical combination studies, including with sotorasib and adagrasib, to address resistance mechanisms in KRASG12C tumors [91, 93] Financial Status - As of March 31, 2022, Revolution Medicines had approximately $518 8 million in cash, cash equivalents, and marketable securities [125] - The company anticipates a GAAP net loss of $260 million to $290 million for 2022, including $35 million to $40 million in non-cash stock-based compensation expense [125, 126]

Overview - Revolution Medicines is targeting RAS-addicted cancers, which are driven by RAS proteins and affect approximately 30% of human cancers[6, 8, 119] - The company is developing RAS(ON) inhibitors and RAS companion inhibitors to address this high unmet need[6, 11] RMC-6236 (RASMULTI Inhibitor) - RMC-6236 is a first-in-class RASMULTI(ON) inhibitor with potential against various RAS-addicted cancers, targeting approximately 137,000 new KRASG12X patients per year in the U S [17, 18] - Preclinical data shows robust anti-tumor activity in cancer models with common RAS variants, including KRASG12D, KRASG12V, KRASG12R, and KRASG12C[20] - In preclinical studies, RMC-6236 demonstrated a 44% Objective Response Rate (ORR) and 56% Disease Control Rate (DCR) in NSCLC models, 61% ORR and 89% DCR in PDAC models, and 53% ORR and 100% DCR in CRC models[24] RMC-6291 (KRASG12C Inhibitor) - RMC-6291 is a mutant-selective RAS(ON) inhibitor with best-in-class potential for KRASG12C cancers, addressing approximately 29,000 new patients per year in the U S [33, 34] - Preclinical studies in KRASG12C NSCLC models showed a 72% ORR and 92% DCR with RMC-6291, compared to 52% ORR and 72% DCR with Adagrasib[39] - RMC-6291 also demonstrated anti-tumor immunity in vivo and strong additivity with checkpoint inhibitors[48] RMC-9805 (KRASG12D Inhibitor) - RMC-9805 is a first-in-class mutant-selective RAS(ON) inhibitor for KRASG12D cancers, targeting approximately 55,000 new patients per year in the U S [51, 52] - Preclinical data shows rapid, deep, and sustained regressions in KRASG12D lung, pancreatic, and colorectal cancers[53] - In preclinical studies, RMC-9805 demonstrated a 64% ORR and 68% DCR across various KRASG12D cancer models[61] RMC-8839 (KRASG13C Inhibitor) - RMC-8839 is a first-in-class mutant-selective RAS(ON) inhibitor for KRASG13C cancers, addressing approximately 3,000 new patients per year in the U S [64, 65] - Preclinical data shows rapid, deep, and sustained regressions in KRASG13C lung cancers[66] Financial Status - As of September 30, 2022, Revolution Medicines had $655 million in cash, cash equivalents, and marketable securities, projecting funding for planned operations through 2024[116] - The company anticipates a 2022 GAAP net loss of $260 million to $280 million, including approximately $30 million to $35 million in non-cash stock-based compensation expense[116]

你可能不知道，世界杯彻底风靡全球是在1970年。 这一年，由墨西哥举办的第9届国际足联世界杯，借着"首次全球电视直播"和"首次彩色电视直播"的东 风，让所有的足球爱好者实现了真正意义上的"全球狂欢"。不过，由于转播技术限制，本届世界杯的大 多比赛不得不在中午进行，高原+高温成为了墨西哥世界杯的最大特点。 此后，世界杯这样的顶级赛事，几乎成为了全球新型显示技术普及的窗口。 比如，2002年韩日世界杯引入超高速摄像，让球迷体验到精细瞬间的震撼；到2006年，世界杯转播分辨 率首次达到了全高清的1080P级别，这样观众可以更加清晰地看到球员跑动的细节；2014年巴西世界杯 首次引入了4K转播；2018年俄罗斯世界杯，国际足联首次尝试以UHD超高清和HDR高动态技术信号进 行了赛事转播。 当时间来到2025年，一个全球显示行业的"里程碑时刻"再次出现——RGB-Mini LED技术首次登上世俱 杯的舞台。而主导这一技术路线的，是来自中国企业海信。 RGB-Mini LED，到底有多强？ 与过往每一次显示技术升级，都会带来的全新观赛体验一样。此次2025年世俱杯，也成为了RGB-Mini LED技术的秀场。 在RGB- ...

On Target to Outsmart Cancer November 6, 2024 © 2024 Revolution Medicines, Inc. Legal Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, business strategy, prospective products, availability of funding, ability to manage existing collaborations and esta ...

中新社北京7月4日电(记者 陈溯)截至7月4日8时，今年中国累计已有329条河流发生超警以上洪水。 近年来，极端天气事件频发，水灾害风险加大，防风险保安全形势更趋严峻复杂。中共中央办公厅、国 务院办公厅印发的《关于全面推进江河保护治理的意见》提出，构建流域防洪减灾新格局。 陈敏表示，加快构建流域防洪减灾新格局，就是着力构建现代化洪涝灾害防御"三大体系"(完善流域防 洪工程体系、构建雨水情监测预报体系、健全洪涝灾害防御工作体系)，系统提升洪涝灾害风险防控能 力，增强应对极端暴雨洪水的韧性。(完) 当天，国务院新闻办公室召开新闻发布会，介绍全面推进江河保护治理有关情况。中国水利部副部长陈 敏在会上表示，今年，中国区域性阶段性旱涝特征明显。南方进入汛期后遇到了第一号台风"蝴蝶"，现 在全国都进入了主汛期。截至4日8时，累计已经有329条河流发生超警以上洪水，个别地方极端强降雨 引发山洪、山体滑坡、城市内涝等灾害。 陈敏表示，水利部围绕"人员不伤亡、水库不垮坝、重要堤防不决口、重要基础设施不受冲击"的"四 不"目标，严格落实以行政首长负责制为核心的水旱灾害防御各项责任制，入汛以后滚动加密雨水情监 测预报，及时发布预警 ...

投资者关系 活动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □一对一沟通 □其他 （） 参与单位名称及姓名 富国基金 罗松 敦颐资产 庞宇翔 大成基金 敬思源 时间 2025 年 7 月 1 日 地点 公司临平制造基地 2 楼会议室 上市公司接待人员 公司董事会秘书及董事会办公室人员 投资者关系活动 主要内容介绍 接待方式及主要交流内容： （一） 参观公司展厅 （二） 参观公司生产车间 （三） 主要交流内容： 1、公司汽轮机产品介绍： 工业汽轮机应用领域和主要产品业绩项目；汽轮机产品市场份额； 产品竞争情况及竞争优势。 2、公司与西门子燃气轮机产品合作模式： 核心机由西门子提供，公司配套提供项目其他相关机组设备，如蒸 汽联合循环项目，配套提供汽轮机、发电机、锅炉等。燃气轮机的 长协售后服务由公司提供，售后服务涉及的部分核心配件由西门子 提供。 3、燃气轮机自主研发进展： 首台自主研制的 55MW 等级的燃气轮机已于 2025 年 1 月成功点火试 验，目前正在开展整机运行的各项性能测试。公司已在连云港投建 第一个商业示范项目。 4、公司重大资产重组项目进 ...

编号：2025-005 证券代码：300203 证券简称：聚光科技 聚光科技（杭州）股份有限公司投资者关系活动记录表 | 动，这两年表现一般。半导体应用方面今年的投入有所收缩，通 | | --- | | 过在晶圆厂已验证评估的继续往上推动，ICP-MS/MS 系统还是一 | | 个缓慢爬升的过程，双碳方面还要看政策的具体落地情况。 | | 5、现在国家对仪表国产替代的政策推进如何？ | | 答：这个在之前的交流中也提到过，首先从大的安全意识角度上 | | 无论是国家层面还是用户层面更加重视自主可控这件事情，也都 | | 更积极主动的接纳国产科学仪器；然后在政策方面会有更加精准 | | 的引导客户广泛接受真正的国产科学仪器，从而带动整个分析仪 | | 器行业的产业发展，整个的精准力度和效果会越来越好。 | | 6、对于有些市场上跨界进来的竞争对手，我们怎么应对？ | | 答：在政策的鼓励下，可能会有一些资金的投入，但这个行业的 | | 特点比较特殊，仪器本身的打磨周期比较长，是一个需要超长期 | | 深耕细作的行业，短期内不太容易获得收益，目前公司的主要竞 | | 争对手还是国外的龙头企业。 | | 7、公司去 ...