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Lexicon Pharmaceuticals (LXRX) Earnings Call Presentation
2025-07-04 11:20
Corporate Presentation April 2025 1 Forward-Looking Statements 2 • This presentation, including any oral presentation accompanying it, contains "forward-looking statements," including statements about Lexicon's strategy and operating performance and events or developments that we expect or anticipate will occur in the future, such as projections of our future results of operations or of our financial condition, the potential therapeutic and commercial potential of pilavapadin (LX9211), LX9851, sotagliflozin ...
Lexicon Pharmaceuticals(LXRX) - 2025 Q1 - Earnings Call Presentation
2025-07-04 11:19
1 Forward-Looking Statements 2 • This presentation, including any oral presentation accompanying it, contains "forward-looking statements," including statements about Lexicon's strategy and operating performance and events or developments that we expect or anticipate will occur in the future, such as projections of our future results of operations or of our financial condition, the potential therapeutic and commercial potential of pilavapadin (LX9211), LX9851, sotagliflozin and our other drug programs, the ...
Peloton (PTON) Earnings Call Presentation
2025-07-04 11:17
INVESTOR PRESENTATION May 2024 Disclaimer The information contained in this presentation is being provided to you for informational purposes only and does not constitute legal, tax, investment, accounting or other advice by Peloton Interactive, Inc. ("Peloton", "we", "us" or the "Company") or any other party and may not be relied upon as such. This presentation does not constitute an offer to sell or a solicitation of an offer to make an investment in the Company, including the purchase of any securities of ...
CervoMed (CRVO) Earnings Call Presentation
2025-07-04 11:16
Medicines for the Brain Efficacy and safety results of the RewinD-LB phase 2b clinical trial of neflamapimod in dementia with Lewy bodies (DLB) LS Honig1 , SN Gomperts2 , JP Taylor3 , ND Prins4 , A Gardner5 , K Blackburn5 , JJ Alam5 , JE Galvin6 1. Columbia University Irving Medical Center – New York, NY (United States); 2. Massachusetts General Hospital – Charlestown, MA (United States); 3. Newcastle University - Newcastle Upon Tyne (United Kingdom); 4. Brain Research Center, Amsterdam (Netherlands); 5. Ce ...
Denali Therapeutics (DNLI) Earnings Call Presentation
2025-07-04 11:11
CROSSING BARRIERS AND DEFEATING DEGENERATION MAY 2025 ©2025 Denali Therapeutics Inc. DISCLAIMERS Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements do not relate strictly to historical or current facts and they may be accompanied by such words as "anticipate," "believe," "could," "estimate," "expected," "forecast," "intend," "may," "plan," "potential," "possible," "futu ...
NextDecade(NEXT) - 2023 Q3 - Earnings Call Presentation
2025-07-04 11:08
Corporate Presentation November 2023 NASDAQ: NEXT Accelerating the Path to a Net-Zero Future Disclaimer Statement This Presentation contains certain statements that are, or may be deemed to be, "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this presentation, including statements regarding the future results of ope ...
政策加码深蓝经济,关注风电、油气装备与船舶行业成长新机遇
股票研究 /[Table_Date] 2025.07.04 政策加码深蓝经济,关注风电、油气装备 与船舶行业成长新机遇 [Table_Industry] 机械行业 [Table_Invest] 评级: 增持 | [table_Authors] 肖群稀(分析师) | 丁嘉一(研究助理) | | --- | --- | | 021-38676666 | 021-38676666 | | 登记编号 S0880522120001 | S0880125042233 | 本报告导读: "向海图强"战略落地提速,深远海风电启动招标、超深水平台实现交付、高端船 型领域实现新突破,深海装备建设节奏加快。 投资要点: 股 票 研 究 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 行 业 跟 踪 报 告 表1:重点公司盈利预测(2025/07/03) | 股票代码 | 公司名称 | 股价(元) | | EPS(元) | | | PE | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 2025E | 2026E | ...
海外建厂隐性成本易被忽略,配持枪保安、建食堂是当地刚需丨鲸犀百人谈Vol.39​
雷峰网· 2025-07-04 11:07
" 出海就是创业2.0,重资产投入必须要坚持长期主义 。 " 作者丨 席星 吴优 编辑丨 覃倩雯 28年前,海尔在菲律宾建立了海外第一家工厂,成为制造业品牌出海的首个里程碑。当时,团队中有人担 忧:"咱在人家地盘上建厂,能行得通吗?"创始人张瑞敏那句"怕什么!咱的产品过硬"的豪言,不仅成就 了一段中国企业出海的成功典范,更象征着那个充满机遇的黄金时代。 10年前,海信集团以2370万美元收购"液晶之父"夏普在墨西哥工厂的全部股权及资产,获得夏普电视美 洲地区品牌使用权和所有渠道资源。在墨西哥开工生产,相较从中国发货到美洲,节省了大量时间。这一 时期出海企业在当地经营上各种"水土不服",他们就另辟蹊径,通过跨国并购的方式,加快打入海外市 场。 7年前,拼多多、阿里巴巴、字节跳动等大批电商平台开始探索海外市场,在全球建设分拨中心、物流枢 纽、跨境仓库。干劲十足的中国电商企业们让平静已久的海外市场开始暗流涌动,迎接他们的不仅仅是一 片蓝海,还有来自本土企业的凝视与反击,以及风雨飘摇的国际市场。 发展至今,中企已然经历了三次出海热潮。这三个出海案例,犹如一面镜子,折射的不仅仅是国际商业环 境的变化,更是中国企业在不同 ...
君正ISP,正在抢滩AI眼镜
雷峰网· 2025-07-04 11:07
" 火了大半年的AI拍照眼镜,为何还没有引爆中国市场? " 作者丨 吴优 编辑丨余快 2025 年 Q1 全球 AI 智能眼镜市场呈现出戏剧性的增长曲线:60 万台的总销量实现 216% 的同比增 幅,但细究数据会发现,Ray Ban Meta 以 52.8 万台的绝对优势占据市场主导地位。 这一现象暴露出中国 AI 拍照眼镜市场的矛盾:尽管本土市场已经有雷鸟 V3 和小米AI眼镜可以现货供应 的 AI 拍照产品,但行业整体仍未突破 "发布会火热、市场端冷清"的怪圈。 维深信息的销量跟踪报告揭示了一个关键事实:Meta 正在以消费级产品定义行业标准,国内产业链仍在 技术深水区艰难跋涉。 君正泛视频线泛视频产品线总监Neil指出,这种市场断层源于双重产业瓶颈: 其一,除高通 AR1 外,业界缺乏成熟的适配方案,导致硬件选型陷入 "拼凑式创新" 的困局; 其二,AI 眼镜的系统级设计难度被严重低估 —— 在 50g 重量基准线内实现 1200 万像素拍摄与 4 小时 续航的平衡,远超传统可穿戴设备的技术复杂度。 这种产业准备度的不足,使得即便在 Deepseek 等大模型成本下探的催化期,AI 拍照眼镜仍未触及消 ...
一致魔芋(839273) - 关于投资者关系活动记录表的公告
2025-07-04 11:05
证券代码:839273 证券简称:一致魔芋 公告编号:2025-082 湖北一致魔芋生物科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 √现场参观 □新闻发布会 □分析师会议 □路演活动 √其他 投资者网络会议 二、 投资者关系活动情况 活动时间:2025 年 7 月 2 日至 2025 年 7 月 3 日 活动地点:公司会议室、腾讯网络会议 参会单位及人员:东吴证券、光大证券、贝寅基金、长江证券、招银理财、 恒安标准人寿、JP MORGAN、AEGON INDUSTRIAL FUND MANAGEMENT CO LTD、GOLDMAN SACHS ASSET MANAGEMENT 、 GREENWOODS ASSET MGMT LTD 、 MANULIFE ASSET MANAGEMENT、MILLENNIUM PARTNERS、NOMURA ASSET MANAGEMENT、OXBOW CAP ...