Key Takeaways Vistra has repurchased $5.2B in shares since 2021, with $1.5B more authorized through 2026. Buybacks are backed by strong free cash flow and align with Vistra's clean energy investments. VST shares are up 41.4% in six months, outperforming the Utility-Electric Power industry's 8% growth.Vistra Corp.’s (VST) aggressive share repurchase initiative is central to its long-term value creation strategy. Since November 2021, the company has repurchased shares worth $5.2 billion of its own shares th ...

Key Takeaways VRT expands liquid cooling for high-density AI data centers. iGenius win features NVIDIA-optimized prefab modules. Orders up 13%, backlog hits $7.9B in Q1 2025.Vertiv (VRT) is expanding liquid cooling solutions across its AI infrastructure portfolio to accelerate deployment and support large-scale data center growth. These advanced thermal systems, including heat rejection units and liquid distribution architecture, are being integrated into prefabricated modules, enabling faster rollout of ...

近期，香港稳定币的探索引起广泛关注。部分企业声称已经能够让个人或企业购买稳定币。对此，京东币链科技6月 30日发布《关于京东稳定币产品及业务合作不实信息的严正声明》，称近期关注到某些企业发布有关和京东币链展开合作 的信息，存在失实情况，误导了行业和公众舆论。请大家注意甄别，警惕"荐股"类骗局，避免财产损失。 刘鹏还提醒公众，目前京东稳定币尚未正式发行，并没有渠道可以购买京东稳定币。此类信息皆为误导诈骗信息。公 众可搜索"京东币链科技"获取京东稳定币的实时进展。 声明表示，目前京东币链科技并没有开始发行稳定币，也没有设立任何相关社区，目前所有获取京东稳定币的信息均 涉嫌欺诈。有关产品和企业业务合作信息，请以京东币链在官网发布的信息为准。对侵犯京东利益的不实信息，保留追究 其法律责任的权利。 记者注意到，京东创始人刘强东在近日的分享会上也谈到了稳定币，表示稳定币是京东6个创新项目之一，希望在全 球主要货币国家都申请稳定币牌照，通过稳定币牌照能够实现全球企业之间的汇兑，能够把全球的跨境支付成本降低 90%，效率提高到10秒钟之内。 京东币链科技CEO刘鹏近期透露，京东稳定币是一种基于公链并与港元（HKD）或美元（U ...

Financial Data and Key Metrics Changes - The company has sufficient cash to complete its trials, with an expected cash runway extending into 2028, indicating no immediate financial overhang [8] Business Line Data and Key Metrics Changes - The lead compound, ABTX009, is currently in Phase 2b of the LOTUS trial, with results expected in mid-2026 [7] - The company is targeting hidradenitis suppurativa (HS), a severe skin disease, with a significant unmet medical need [5][12] Market Data and Key Metrics Changes - The HS market is evolving, with new therapies emerging, but there remains a substantial unmet need for more effective treatments [11][12] - The market for HS is projected to grow significantly, with conservative estimates suggesting it could reach $10 billion by 2035 [42] Company Strategy and Development Direction - The company aims to transition rapidly into Phase 3 trials following the Phase 2 results, with a potential BLA filing anticipated around 2029 [34] - The strategy includes differentiating ABTX009 from competitors by focusing on its higher potency and longer half-life compared to existing therapies [6][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the mechanism of action of ABTX009, highlighting its potential to treat additional immune-mediated inflammatory diseases [8] - The management noted that dermatologists are increasingly looking for new therapies due to the limitations of current treatments, indicating a favorable environment for new entrants [35][38] Other Important Information - The trial design for ABTX009 is similar to that of other recent studies, with a focus on clinically relevant endpoints [27] - The company is studying a diverse patient demographic across the US, Canada, Australia, and Europe, which may help in achieving robust treatment effects [31] Q&A Session Summary Question: Can you discuss the current state of HS and the effectiveness of emerging therapies? - Management highlighted that HS is a severe disease with significant pain and disability, and there is a growing recognition of the need for better therapies [11] Question: What differentiates ABTX009 from other IL-1 strategies? - Management emphasized that targeting IL-1 beta specifically is advantageous, as it plays a pivotal role in chronic inflammation associated with HS [20][21] Question: What are the expectations for the Phase 2 trial data readout in 2026? - The study is powered to show a placebo-subtracted efficacy rate of 25-30%, with a robust treatment effect expected [28][30] Question: How does the company plan to carve out a commercial niche in the HS market? - Management believes that with a differentiated side effect profile and superior efficacy, ABTX009 can capture a significant share of the market [39][42] Question: What are the potential additional indications for IL-1 beta? - Management mentioned several potential indications, including Crohn's disease and rheumatoid arthritis, highlighting the broad applicability of IL-1 beta targeting [43][44]

Core Insights - EUROAPI has signed a share purchase agreement for the sale of 100% of EUROAPI UK Ltd, which operates the Haverhill manufacturing site, to Particle Dynamics [1][2] - The divestment is part of EUROAPI's strategy to optimize its industrial footprint and advance its FOCUS-27 transformation plan, enhancing efficiency and focus on its strategic network [2] - The Haverhill site generated approximately 35 million euros in net sales in 2024, with nearly 80% attributed to Sanofi [2] Company Overview - EUROAPI is a leading player in active pharmaceutical ingredients, offering around 200 products and developing innovative molecules through its Contract Development and Manufacturing Organization (CDMO) activities [3] - The company operates six manufacturing sites in Europe and supplies customers in over 80 countries, emphasizing high-quality API manufacturing [4] - EUROAPI is listed on Euronext Paris under the ticker EAPI [4]

1. 我国双航母圆满完成远海实战化训练。 2. 国家外汇局新发放一批QDII额度合计30.8亿美元。 3. 外交部：有条件恢复日本部分地区水产品进口。 4. 进一步深化金融服务新型工业化的相关政策有望研究出台。 5. 商务部回应加拿大政府关闭海康威视在加业务：中方对此强烈不满、坚决反对。 6. 财政部：境外投资者以分配利润直接投资符合条件的，可按照投资额的10%抵免相应税额。 1. 花旗：黄金市场的供应缺口预计将在2025年第三季度达到峰值，随后由于投资需求下降而逐渐减弱。 2. 美联储博斯蒂克：我仍然预计今年会有一次降息。预计明年将有三次降息。 3. 据CBS记者：美国总统特朗普将于周一签署一项行政命令，涉及放宽对叙利亚的制裁措施。 4. 美国财长贝森特：在7月9日截止日期前的最后一周，将会出现一波贸易协议的密集签署。 5. 美国总统特朗普：由于油价低迷，预计（乌克兰）将可以与俄罗斯达成停火协议。 金十数据整理：6月30日欧盘美盘重要新闻汇总 7. 商务部：自2025年7月1日起，对原产于欧盟、英国、韩国和印度尼西亚的进口不锈钢钢坯和不锈钢热 轧板/卷继续征收反倾销税，实施期限为5年。 国际新闻： 国内新闻 ...

It’s the final day of the first half of 2025, and market indexes are once again at all-time highs on the S&P 500 and Nasdaq, closing-in on the Dow and small-cap Russell 2000. We’re also roughly +20% from near-term lows, in early April of this year. In short, it’s been quite a rollercoaster ride for investors. We are light on economic prints today, but not for the week: despite a shortened trading week in observance of Independence Day on the 4th of July Friday, this is Jobs Week: including a new Job Opening ...

Key Takeaways APOG beat Q1 estimates with EPS of 56 cents and $347M in revenues, boosted by the UW Solutions acquisition. The gross margin shrank to 21.7% as costs rose, with operating income plummeting 83.3% y/y. Apogee raised its views for FY26 revenues to $1.40-$1.44B and EPS to $3.80-$4.20 despite tariff pressures.Apogee Enterprises, Inc. (APOG) reported earnings per share (EPS) of 56 cents in first-quarter fiscal 2026 (ended May 31, 2025), surpassing the Zacks Consensus Estimate of 50 cents. The bott ...

同时，国铁集团联合雅万高铁运营方中印尼合资公司，不断增加雅万高铁印尼方员工比例，以"干、 帮、带"方式帮助印尼本土员工熟悉设备设施和作业流程。 在标准合规方面，中印尼合资公司两年来不断加强对重点岗位的印尼方员工培训。目前，已经有34名印 尼籍动车组司机，在中方工作人员现场指导下可以实现独立驾驶动车组；有600名学员完成培训，263名 学员取得印尼交通部认证。另外，雅万高铁沿线车站综控员和应急值守岗位也多由印尼本土员工担任， 已经独立上岗。"两年来，服务雅万高铁中方人员比例正在减少，印尼方员工比例逐步增加，这种比例 未来还将持续。"国铁集团人士说。 上述国铁集团人士还对记者透露，目前，雅万高铁二期项目——万隆至泗水项目正在提上日程，"如果 项目成型，雅万高铁有望变成雅泗高铁"。 近日，中国国家铁路集团有限公司（以下简称"国铁集团"）发布数据显示，截至2025年6月25日，印度 尼西亚（以下简称"印尼"）雅万高铁已累计开行旅客列车2.98万列，发送旅客超1000万人次，动车组列 车安全运行超463万公里。 雅万高铁每日开行动车组列车由开通初期的14列增至目前的62列，旅客席位由8400多个增加至3.7万多 个，单 ...

当地时间6月30日20时50分左右，由上海飞往成田的日航8696航班波音738客机在关西机场紧急降落。据 日本国土交通省大阪航空局确认，机上191名乘客及机组人员均未受伤或出现身体不适。根据日本国土 交通省等部门通报，飞机触发显示"增压系统故障"的警报。机舱内疑似发生减压状况，飞行员向空管宣 布紧急状态，随后变更目的地降落关西机场。（央视新闻） ...