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How Strava ran toward a comeback and set its sights on an IPO
Fortune· 2026-01-13 10:33
We’re now in double-digit January, and there’s no time of the year when more people are thinking about exercising.Thinking about exercising, of course, does very little. The trick remains actually running, cycling, or doing jumping jacks consistently. But motivation and stick-to-itiveness are tricky, Justin Shields, founder of LA’s Venice Run Club, knows better than most. Starting from zero in the pandemic, Shields has seen his Wednesday summer runs grow to more than 500 people, even hitting a 1,000-runner ...
觅瑞生物:觅小卫 血液胃癌分子诊断 填补无创早筛空白
Jing Ji Guan Cha Wang· 2026-01-13 07:52
我国胃癌发病率居全球前列,早期检出率不足 20%。(引用国家癌症中心数据)。然而,传统的筛查 方式胃镜检查虽准但有创、痛苦感强且依赖专业医师,导致人群筛查依从性低;而常规血清学检测无创 却灵敏度不足。觅小卫仅需采集少量外周血(仅需5-10毫升血液),就能完成检测,既实现无创便捷, 又保证筛查精准度,大幅提升普通人群的筛查意愿。该产品依托自主研发的RNA生物标志物检测技 术,通过体外检测人血清样本中12种miRNA的相对含量,结合专属分析软件计算综合风险值,以此实 现对胃癌高风险人群的精准筛查。 Mirxes觅瑞(股票代码:2629.HK)成立于2014年,是一家起源于新加坡的RNA生物科技企业。凭借自 主研发的专利技术平台,重点布局全球高发癌症早筛早诊业务领域,同时管线覆盖心血管疾病、代谢性 疾病与传染病等。目前,觅瑞以中国、新加坡作为双引擎,业务覆盖东亚、东南亚及欧美等全球化市 场。 觅小卫的临床试验招募了约1万名受试者,数据显示,其检测灵敏度达85%,该指标能有效保障对早期 胃癌及癌前病变的识别能力,减少漏诊情况;阴性预测值99.4%,可大幅降低假阳性概率,避免健康人 群因误判接受不必要的后续检查,减轻医 ...
Vertex Pharmaceuticals Incorporated (VRTX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-13 04:45
Core Insights - Vertex is participating in the 44th Annual JPMorgan Healthcare Conference, indicating its active engagement in the healthcare investment community [1][2]. Group 1 - The presentation will include insights from Vertex's management team, followed by a Q&A session, highlighting the company's commitment to transparency and investor engagement [2].
Nurix Therapeutics, Inc. (NRIX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-13 04:15
Core Viewpoint - Nurix Therapeutics is focused on establishing degrader-based mechanisms as a significant new class of therapeutics in patient care [3]. Company Overview - Nurix Therapeutics is dedicated to advancing targeted protein degraders, which represent an emerging category of small molecule drugs [3][4]. - The company positions these targeted protein degraders as potentially as impactful as antibodies and shares similarities with nucleic acid-based therapies [5]. Industry Context - The evolution of therapeutics has seen limited innovation in small molecule inhibitors until the introduction of targeted protein degraders, which are now viewed as a major advancement in the field [4].
Travere Therapeutics, Inc. (TVTX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-13 03:55
Core Viewpoint - Travere Therapeutics emphasizes its commitment to rare diseases, driven by personal connections among its team members, including the CEO, who is a rare cancer survivor [3]. Group 1: Company Overview - Travere Therapeutics is represented by CEO Eric Dube at the 44th Annual JPMorgan Healthcare Conference, highlighting the company's focus on rare diseases [1][2]. - The company adopts a patient-inspired approach in its operations, reflecting the personal experiences of its employees with rare diseases [3]. Group 2: Performance and Priorities - Travere announced updates regarding its performance expectations for 2025 and outlined three key priorities for the company [4].
After-Hours Biotech Rally: FBLG, NYXH, FBIO, RVTY, OPCH, ATNM, DSGN Climb On Earnings And Momentum
RTTNews· 2026-01-13 03:20
Several biotech and healthcare names posted notable gains in Monday's after-hours trading session, with moves driven by earnings updates, guidance announcements, and broader investor sentiment.FibroBiologics, Inc. (FBLG) led the pack with a sharp rise of 7.68%, closing at $0.41 after hours. The stock added $0.030 despite no company-specific news being released on Monday, suggesting speculative interest or technical momentum may have fueled the move.Nyxoah SA (NYXH) advanced 3.94% to $5.28 after reporting p ...
Roivant Sciences Ltd. (ROIV) Presents at 44th Annual J.P.
Seeking Alpha· 2026-01-13 03:15
Core Insights - Roivant is entering a new era, indicating a significant shift in its business model and focus for the next decade compared to the previous one [3] Company Overview - Roivant has simplified its operations, concentrating on a smaller subset of products, which will be discussed in the presentation [3] - The CEO highlighted that the previous year was enjoyable for the company, and 2026 is anticipated to be an exciting year [2]
药明生物-演示文稿:新增信息要点
2026-01-13 02:11
M Update Updated Company Presentation – What's Incremental As preparation for a broker conference in the US, WuXi Bio updated its company presentation with new financial and operational metrics. The new disclosures were mostly qualitative. We highlight what's incremental. 1. The company is on track to deliver a strong 2025, both in top and bottom lines. Its 2025 guidance was 14-16% revenue growth, with improved profitability (note). 2. It continues to see "accelerated growth in FY26", supported by strong re ...
Kodiak Sciences Inc. (KOD) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-13 01:45
Core Viewpoint - Kodiak has made significant progress since its last R&D Day in July, with positive developments occurring and challenges being avoided, leading to an optimistic outlook for 2026 and 2027 [1]. Group 1 - Kodiak's CEO, Victor Perlroth, expressed enthusiasm about the company's advancements and the exciting future ahead [1]. - The company aims to efficiently present a substantial amount of information regarding its operations and developments [2].
Moderna (NasdaqGS:MRNA) FY Conference Transcript
2026-01-13 01:32
Summary of Moderna's Presentation at the JPMorgan Healthcare Conference Company Overview - **Company**: Moderna - **Event**: 44th Annual JPMorgan Healthcare Conference - **CEO**: Stéphane Bancel Key Points Industry and Company Strategy - Moderna aims to build a respiratory vaccine franchise to generate cash for investments in oncology and rare disease assets [2][3] - The company has three FDA-approved products and two products submitted for regulatory approval (flu and flu plus COVID) [2][3] - A focus on diversifying away from COVID-19 vaccines to ensure future growth [3] Financial Performance - Sales guidance for 2025 was initially $1.62 billion, but the company expects to achieve around $1.9 billion, exceeding the midpoint of the range by $100 million [3] - Cash costs have been significantly reduced from $6.3 billion in 2024 to an expected $4.3-$4.5 billion by the end of 2025, a reduction of nearly $2 billion [5][6] - The company ended 2025 with a cash balance of $8.1 billion, including a credit facility providing liquidity of $9 billion [7] Growth Drivers - **Geographic Diversification**: Partnerships in the U.K., Canada, and Australia to build dedicated factories, ensuring long-term volume commitments [8] - **New Product Launches**: Introduction of mRESVIA, a higher efficacy COVID vaccine, which has achieved a 24% market share in retail and 32% in the elderly segment [9] - Anticipation of re-entering the European market for COVID vaccines post-2026 due to the expiration of Pfizer's partnership with the EU [10][11] Pipeline and R&D - A robust oncology pipeline with 10 clinical studies ongoing for mRNA-4157 combined with Keytruda, including three phase three studies [14][15] - Potential for significant breakthroughs in oncology with mRNA-4359 and mRNA-2808, targeting metastatic settings and multiple myeloma, respectively [15][37] - Upcoming readouts expected in 2026 for various oncology products, including phase three data for mRNA-4157 [18][23] Market Dynamics - The company anticipates a potential sales growth of up to 10% in 2026, driven by both U.S. and international markets [38] - The U.S. market is experiencing a decrease in COVID vaccine volume, but the introduction of new products and partnerships is expected to stabilize sales [39][40] - The flu vaccine (mRNA-1010) is expected to launch in 2027, with minimal sales anticipated in 2026 due to regulatory timelines [44][45] Cost Management and Profitability - Continued focus on cost discipline to achieve cash break-even by 2028, with a reduction in R&D costs as existing phase three commitments sunset [21][22] - Gross margin improvements expected through increased volume, productivity enhancements, and internal manufacturing capabilities [50][51] Conclusion - Moderna is positioned for growth through strategic diversification, innovative product launches, and effective cost management, with a strong focus on oncology and respiratory vaccines as key areas for future development [22][25]