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医疗健康 -探索人工智能如何改变美国医疗成本曲线-Healthcare-Exploring how AI can bend the US healthcare cost curve
2025-09-06 07:23
M BluePaper September 4, 2025 08:58 PM GMT Healthcare Exploring how AI can bend the US healthcare cost curve US healthcare spending is growing on an unsustainable path, driven by aging population and rising costs. The gap between US and peer countries has been widening. We explore how AI can potentially help bend the cost curve between now and 2050. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a ...
Arcus Biosciences, Inc. (RCUS) Presents At Citi's Biopharma Back To School Conference Transcript
Seeking Alpha· 2025-09-03 21:08
Group 1 - The Citi Biopharma Back To School Summit is being held, featuring discussions on recent developments in the biotech sector [1] - Arcus Biosciences is presenting, with key executives including the CEO, COO, and Head of Investor Relations participating [2] - The CEO of Arcus Biosciences highlighted the positive outcomes from the recent ASCO event and mentioned upcoming catalysts related to their product, cas [3]
Regeneron Pharmaceuticals, Inc. (REGN) Presents At Cantor Global Healthcare Conference 2025 (Transcript)
Seeking Alpha· 2025-09-03 20:46
PresentationAll right. Good afternoon. Welcome to the Cantor Global Healthcare Conference. My name is Carter Gould, covering large-cap biopharma. I am honored to welcome Regeneron to the stage. Joining us, CFO, Chris Fenimore, as well as Ryan Crowe, who heads up the strategy and IR team. So guys, welcome. Thank you very much for joining us.Ryan CroweSenior Vice President of Investor Relations & Strategic Analysis Yes. So now we'll get right to it. I would like to remind you that remarks made today may inclu ...
Axsome Therapeutics(AXSM) - 2025 FY - Earnings Call Transcript
2025-09-03 20:45
Axsome Therapeutics (AXSM) FY 2025 Conference September 03, 2025 03:45 PM ET Speaker0Okay. Let's go ahead and get started with our next fireside chat. My name is Ben Burnett, biotech analyst at Wells Fargo. Pleased to be here with Nick Pizzi, CFO and Mark Jacobson, COO of Axsome.Speaker1For having us, Ben. I really appreciate it. Awesome.Speaker0Well, maybe just to kick things off, maybe can you just kind of give a brief introduction of the company and kind of highlight any near term catalysts that we shoul ...
Kiniksa Pharmaceuticals International, Plc (KNSA) Presents At Citi's Biopharma Back To School Conference Transcript
Seeking Alpha· 2025-09-03 17:57
Geoffrey MeachamManaging Director Welcome to the second day of the Citi Biopharma and Back-to-school Conference. This is our 20th annual. Last year, we didn't do it, and we opted to put all the biotech companies in the Global Healthcare Conference in Miami. And this year, we're doing both. And hopefully, you guys do both as well. So Kiniksa is with us. We're thrilled to have Sanj Patel, CEO; Ross Moat, CCO, Commercial; and John Paolini, Chief Medical Officer, [ Kiniksa ]. Thanks, guys, for joining us. The u ...
信达生物:2025 年上半年业绩,预计因 1H 最热的 ph3 试验推动 IB363 开发加速,下半年利润更高
2025-08-28 02:12
28 August 2025 | 12:32AM HKT Innovent Biologics (1801.HK): Earnings Review: Expect higher FY profit with 1H beat; first ph3 MRCT to accelerate IBI363 development Higher profit with deepening operating efficiency: 1H25 revenues of Rmb5.95bn (+51% y/y, vs. GSe Rmb5.94bn) were in-line, with 1) Rmb5.2bn of product sales (+37% y/y, as disclosed in early August, see our note) driven by the expanding commercial franchise (16 products in total), particularly the growing General Medicines portfolio, with the sales r ...
Cogent Biosciences Announces Participation in the Citi Biopharma Conference
Globenewswire· 2025-08-26 12:00
Group 1 - Cogent Biosciences, Inc. announced participation in the Citi Biopharma Back to School Conference on September 3, 2025, at 9:00 a.m. ET [1] - A live webcast of the event will be available on Cogent's Investors & Media page, with a replay accessible for 30 days post-event [2] - The Compensation Committee approved inducement equity awards for two new employees, granting nonqualified options to purchase 54,500 shares of common stock, with a 10-year term and a four-year vesting schedule [3] Group 2 - Cogent Biosciences focuses on developing precision therapies for genetically defined diseases, with its leading clinical program, bezuclastinib, targeting the KIT D816V mutation linked to systemic mastocytosis and advanced gastrointestinal stromal tumors [4] - The company is also conducting a Phase 1 study of a novel FGFR2/3 inhibitor and developing targeted therapies for mutations in ErbB2, PI3Kα, and KRAS [4] - Cogent is headquartered in Waltham, MA, and Boulder, CO, and provides updates on its website and social media platforms [4]
Beam Therapeutics to Participate in Upcoming September 2025 Investor Conferences
GlobeNewswire News Room· 2025-08-25 11:00
Group 1 - Beam Therapeutics Inc. is a biotechnology company focused on developing precision genetic medicines through base editing technology [2] - The company has a fully integrated platform that includes gene editing, delivery, and internal manufacturing capabilities [2] - Beam's proprietary base editing technology allows for precise and efficient single base changes in targeted genomic sequences without causing double-stranded breaks in DNA [2] Group 2 - Management will participate in several upcoming investor conferences, including Citi's 2025 Biopharma Back to School Conference and the Wells Fargo Healthcare Conference [3] - The live webcasts of these events will be available on the company's website and archived for 60 days [1]
中国:股市反弹和增长放缓背景下的政策制定
2025-08-25 01:38
Asia Insights Global Markets Research Economics - Asia ex-Japan China: Policymaking amid a stock market rally and growth slowdown As economists we do not forecast stock markets, but we closely watch their impact on policymaking and economic activity. We believe that China's stock market rally since late September last year has been primarily driven by solid fundamentals. However, based on what previously happened, the boom has the potential to lead to a rise in irrational exuberance, an increase in leveragi ...
Jazz Pharmaceuticals to Participate in the 2025 Wells Fargo Healthcare Conference
Prnewswire· 2025-08-21 20:15
Company Participation - Jazz Pharmaceuticals will participate in the 2025 Wells Fargo Healthcare Conference with a fireside chat scheduled for September 3, 2025, at 6:30 a.m. PDT / 9:30 p.m. EDT / 2:30 p.m. IST [1] Webcast Information - An audio webcast of the fireside chat will be available on the Investors section of the Jazz Pharmaceuticals website, with a replay archived for 30 days [2] Company Overview - Jazz Pharmaceuticals is a global biopharma company focused on developing life-changing medicines for serious diseases, including sleep disorders, epilepsy, and cancer treatments [3] - The company is headquartered in Dublin, Ireland, and has a diverse portfolio of marketed medicines and a robust pipeline in oncology and neuroscience [3]