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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]
充电宝登机新规实施第4天,记者调查全国十余机场:落地情况如何?
Di Yi Cai Jing· 2025-07-01 13:57
第一财经记者今日实测和采访后发现,多地机场均安排了多道环节多次进行充电宝新规的提醒与人工检查。 7月1日,踏入国内任何一座繁忙机场的出发大厅,目光所及之处,"充电宝新规"的提示信息随处可见。机场的语音广播循环往复,值机柜台前立着醒目的提 示,机场人员手里高举印有扫码检查的提示牌,从安检入口前到安检处,一个充电宝需要通过重重人工检查,确认无误后才能被旅客带上飞机。 此前,民航局6月26号发布紧急通知,明确从6月28号起禁止旅客携带没有3C标识、3C标识不清晰、被召回型号或批次的充电宝乘坐境内航班。 第一财经记者今日实测和采访、咨询了包括北京、上海、杭州、深圳、天津、太原、石家庄、厦门等国内十几个城市的机场了解到,新规实施后,多地机场 安排了多道环节多次进行充电宝新规的提醒与人工检查,已有不少旅客因携带没有3C标识或是不合规的充电宝被拦下。 对于安克、罗马仕等不在召回范围且有3C认证的充电宝,在实际操作中,一些机场给予通过,但也有机场存在一刀切的情况。针对无法带上飞机的充电 宝,有部分机场如首都国际机场、深圳宝安机场、厦门高崎机场等提供寄存或机场快递网点邮寄服务。 此外,本次充电宝新规主要涉及境内航班,国际航班目 ...
多地暴雨来袭 各方全力应对
Xin Hua She· 2025-07-01 13:56
中央气象台1日18时继续发布暴雨蓝色预警,预计1日20时至2日20时,内蒙古、黑龙江、辽宁、陕西、 河北、山东、云南、广西、广东等地部分地区有大到暴雨,局地有大暴雨。截至目前,多地已出现强降 雨过程,各方积极行动起来全力应对雨情,通过排查安全隐患、备齐防洪物资、及时转移受威胁群众等 措施,切实保障人民群众生命财产安全。 7月1日0时至11时,山东德州出现大到暴雨天气,受短时强降水影响,市区部分低洼路段出现不同程度 积水。德州市城管部门启动防汛应急预案,在重点路段采用"人机协同"作业模式,启用移动排水车实施 强排作业,同步通过数字城管平台实时监控积水数据,动态调整排水力量,力保主干道通行不间断。当 天,市区共出动移动排涝设备13台(辆)、防汛队员600余人。截至下午3时许,已消除全部积水路段。 四川省防汛抗旱指挥部办公室(水利)水文中心分析,过去一周,全省降雨量较多年同期总体偏多。强 降雨过程中,四川省发布了今夏以来最大范围的地质灾害预警,覆盖18个市州97个县市区。四川对在建 工地营地、旅游景区、城市低洼地带等重点部位、重要区域全覆盖开展巡查排查,同时持续完善应急预 案,备齐备足各类物资,做好救援力量及装备前 ...