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The Walt Disney Company (DIS) Soars to 52-Week High, Time to Cash Out?
ZACKS· 2025-07-01 14:15
Have you been paying attention to shares of Walt Disney (DIS) ? Shares have been on the move with the stock up 9.8% over the past month. The stock hit a new 52-week high of $124.69 in the previous session. Disney has gained 11.4% since the start of the year compared to the 11.7% move for the Zacks Consumer Discretionary sector and the 14.1% return for the Zacks Media Conglomerates industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't misse ...
3 Investment Bank Stocks Set to Ride on the Industry's Recovery
ZACKS· 2025-07-01 14:10
The Zacks Investment Bank industry is poised to benefit from robust trading income driven by heightened market volatility and increased client activity amid geopolitical and macroeconomic uncertainty. Investments in artificial intelligence (AI) and technology are expected to boost long-term efficiency despite short-term cost pressures. While underwriting and advisory businesses face near-term headwinds, the overall operating environment is gradually turning favorable. Hence, investment banks are expected to ...
ONTO Inks Deal to Buy Semilab's Materials Analysis Business for $545M
ZACKS· 2025-07-01 14:10
Key Takeaways ONTO is acquiring Semilab's materials analysis unit for about $545M, closing in H2 2025. The deal should raise ONTO's gross margin, operating margin and EPS by over 10% post-close. Semilab unit adds $130M revenue in 2025, driven by rising demand for complex semiconductor materials.Onto Innovation Inc. (ONTO) recently finalized a definitive agreement to acquire the materials analysis business of Semilab International for approximately $545 million. The deal includes $475 million in cash and 7 ...
Goldman Shares Skyrocket to All-Time High: Here's What's Behind It
ZACKS· 2025-07-01 14:10
Key Takeaways The GS stock hit an all-time high after clearing the Fed's 2025 stress test, with a CET1 ratio of 12.3%. Goldman has $43.6B in repurchase authorization and a 1.7% dividend yield. GS trades at 14.99X forward P/E, above the industry average, with a solid earnings growth view.The Goldman Sachs Group (GS) shares hit an all-time high of $714.30 during yesterday’s trading session, after clearing the 2025 Federal Reserve’s stress test. Post-clearing the stress test, GS has the flexibility to return ...
Werewolf Therapeutics (HOWL) Earnings Call Presentation
2025-07-01 14:08
Pipeline and Platform - Werewolf Therapeutics' INDUKINE platform delivers potent payloads with improved therapeutic index [6] - The PREDATOR platform is validated and differentiated, focusing on clinical opportunities [8] - The company's pipeline includes WTX-124 (IL-2), WTX-330 (IL-12), WTX-712 (IL-21), WTX-518 (IL-18), WTX-921 (IL-10), and IFNα INDUKINE [7] - T cell engagers INDUCER molecules, first development candidate to be nominated in 2Q25 [16] Financial Status - As of March 31, 2025, Werewolf Therapeutics had $92.0 million in cash and cash equivalents [7] - The company's cash runway extends into 4Q26 [7] - Approximately 44.9M shares outstanding as of May 2, 2025 [196] Clinical Trial Results - WTX-124 - WTX-124 monotherapy induced rapid, durable regressions of target lesions in some patients [46] - In a Phase 1/1b study, WTX-124 was generally well-tolerated as a monotherapy in the outpatient setting [42] - WTX-124 in combination with pembrolizumab demonstrated durable responses in ICI-treated patients [58] - WTX-124 dosed at 18 mg IV Q2W has a ~1.5-fold higher Cmax than HD IL-2 [64] - Peak free IL-2 exposure after WTX-124 18 mg is ~146-fold lower than HD IL-2 [64] Clinical Trial Results - WTX-330 - WTX-330 delivered 22-fold greater IL-12 to patients compared to rhIL-12 therapy [124] - Peak free IL-12 exposure after 0.024 mg/kg WTX-330 is ~5-fold lower than rhIL-12 at its MTD [127] - One patient with a confirmed PR (RECIST 1.1) and an additional seven patients with stable target lesions (n=15) [101] - WTX-330 was Generally Well Tolerated as a Monotherapy in the Outpatient Setting [97] Market Opportunity - The total market for four tumor types in WTX-124 development strategy is ~$23B [77] - Market Potential in the US in Advanced/Metastatic Melanoma ~$4.1B Spanning 1L-3L [80] - A total of ~20 additional tumor types with US revenue of ~$27B [78]
3 Soaring Restaurant Stocks Likely to Break Past 52-Week Highs
ZACKS· 2025-07-01 14:06
Key Takeaways Red Robin shares surged 64% in 3 months, far outpacing the industry's 3.2% decline. SHAK plans to open 45-50 stores in 2025 amid strong digital and licensing momentum. CBRL posted its fourth straight quarter of positive comps, helped by menu pricing and off-premise focus.The restaurant industry has faced a mixed bag in 2025, grappling with persistent macro headwinds such as elevated labor costs, cautious consumer spending and ongoing food inflation.While dining demand has been relatively sta ...
4 Internet Delivery Services Stocks to Watch in a Thriving Industry
ZACKS· 2025-07-01 14:06
The Zacks Internet - Delivery Services industry participants, such as GoDaddy (GDDY) , Vipshop Holdings (VIPS) , QuinStreet (QNST) and Asure Software (ASUR) , are well-positioned for growth due to their sustained efforts in adapting to changing consumer preferences. A greater Internet presence in emerging markets, a burgeoning affluent middle class and the accelerated uptake of smartphones are set to aid Internet-Delivery Services industry participants. Online delivery is yet to expand beyond major metros, ...
Cold Jet Unlocks Significant New Revenue Opportunities for RNG Biomethane Sites Through Advanced Carbon Capture and Dry Ice Production
GlobeNewswire News Room· 2025-07-01 14:05
LOVELAND, Ohio, July 01, 2025 (GLOBE NEWSWIRE) -- Cold Jet, the global leader in dry ice production systems, announced a groundbreaking initiative designed to transform renewable natural gas (RNG) biomethane sites worldwide into dual-purpose revenue generators. By integrating carbon capture and liquefaction technology with its highly efficient dry ice production solutions, RNG facilities can now monetize their CO2 emissions, creating substantial new income streams from high-demand industrial applications. A ...
Regarding convocation of the repeated ordinary general meeting of shareholders of Public limited liability company “Novaturas”
Globenewswire· 2025-07-01 14:05
On 1st July 2025, the ordinary general meeting of shareholders of Public limited liability company “Novaturas”, code 135567698, registered at A. Mickevičiaus str. 27, Kaunas, the Republic of Lithuania (the Company) did not take place because the quorum threshold was not reached. On 16th July 2025 the initiative and decision of the board, a repeated general meeting of shareholders of the Company is being convened (hereinafter - the Meeting). The place of the Meeting (address): J. Jasinskio st. 16 C, Vilnius, ...
Gilead(GILD) - 2024 FY - Earnings Call Presentation
2025-07-01 13:59
Strategic Transformation & Growth - Gilead is making meaningful progress on strategic transformation with a strong 2023 execution, leading to a catalyst-rich 2024[5, 11, 28, 65] - The company's pipeline has grown by 88% since 2019, positioning it to deliver 10+ new transformative therapies by the end of 2030[18, 19] - Gilead's base business has returned to consistent growth, with an expected 7-8% year-over-year growth in 2023 driven by HIV and Oncology[21, 22] Oncology - Gilead is accelerating its oncology business, aiming for >$3 billion/year[7, 13, 30, 67] - Oncology revenue has grown significantly, reaching ~$3 billion in FY23, representing ~12% of total revenue compared to 2% in FY19[36] - Trodelvy programs reinforce pan-tumor potential, with >30 active or planned trials and >30,000 patients treated[40, 41] - In 1L mNSCLC, Trodelvy plus pembrolizumab demonstrated a strong 69% ORR in PD-L1 TPS>50% and 44% ORR in PD-L1 TPS<50% in the Phase 2 EVOKE-02 trial[48] - Yescarta is the 1 cell therapy in 2L+ LBCL with long-term, 5-year OS of 43% in 3L LBCL and delivered >6,000 cell therapies to patients in 2023[54] HIV - Gilead has a leading HIV portfolio poised for durable growth[9, 15, 32, 69] - Biktarvy is a global leader in HIV treatment, with >47% U S market share in Q3 2023 and projected U S and EU LOE in 2033[72, 73] - The company has an industry-leading HIV development portfolio with 10 clinical programs with lenacapavir[75, 76] - Gilead anticipates 5 potential new HIV product launches by 2030 in treatment & PrEP[17, 71, 78]