November 24, 2025 12:22 AM GMT Biopharma | North America Primary Care Physician Outlook for oral GLP-1s We conducted a proprietary AlphaWise survey among ~200 US primary care physicians to glean insights into oral and injectable GLP-1 prescribing ahead of the potential launches of LLY's orforglipron and Novo's high-dose oral semaglutide in early 2026. M We expect the FDA to approve two new oral GLP-1 medicines for obesity over the near term - LLY's Orforglipron (1Q26) and Novo's high-dose oral Semaglutide ( ...

China Healthcare Expert call takeaways: How do MNCs view China's pharma market, innovation and assets? China remains a long-term key focus for MNC pharma companies On 18 Nov, we invited a former China site senior executive of an MNC pharma to share with us views on the Chinese market, innovation and assets. She believes that China, given its large population and rapidly aging demographics, represents a top-five market for most MNCs and is poised to remain a key strategic focus in the long run. While cost co ...

11月21日至23日，以"万物互联 智能领航"为主题的2025中国5G+工业互联网大会在湖北武汉举行。 作为5G赋能千行百业的典型场景，"5G+工业互联网"是推动实体经济与数字经济深度融合的关键力量。 工业和信息化部党组书记、部长李乐成在开幕式上表示，我国将实施工业互联网和人工智能融合赋 能行动，拓展"平台+智能体"服务，优化工业互联网体系架构；实施工业互联网和重点产业链"链网协 同"行动，分行业制定融合应用指南，打造"5G+工业互联网"升级版，加快5G工厂建设，加强6G与工业 融合的前瞻研究。 融合创新成果显著 "未来的重点不仅是连接，更是基于5G网络采集的海量数据与人工智能、数字孪生等技术的深度融 合。"中国工业互联网研究院首席专家陆晋军表示。 从汽车到医药，从钢铁到家电，AI智能体、人形机器人等前沿技术成果正在延伸。陆晋军谈道， 工业互联网和人工智能融合应用已经多点开花。 在医药行业，分子大模型正在成为创新的"超级大脑"；在钢铁行业，AI作为效率和质量的优化大 师，在转炉炼钢大模型方面已得到深度应用；在家电行业，"工业互联网平台+大模型"正在赋能供应链 管理模式，使整体效率、库存周转等得到显著优化。 " ...

Core Insights - Billionaire Stanley Druckenmiller has made significant investment moves, selling shares in Nvidia, Palantir, and Eli Lilly while acquiring positions in Alphabet and Meta, which are considered undervalued within the "Magnificent Seven" tech stocks [2][3][9]. Group 1: Recent Sales - Druckenmiller sold all shares of Nvidia, Palantir, and Eli Lilly, with Nvidia and Palantir experiencing substantial growth over the past three years, with increases of 1,000% and 2,000% respectively, while Eli Lilly grew over 180% [3][6]. - The decision to sell Nvidia was influenced by rising valuations, and similar valuation concerns may have affected the sales of Palantir and Eli Lilly [7]. Group 2: New Acquisitions - Druckenmiller opened positions in Alphabet, purchasing 102,200 shares, and Meta, acquiring 76,100 shares, both of which are seen as benefiting from the AI boom [10][12]. - Alphabet's stock trades at 27 times forward earnings estimates, while Meta trades at 22 times, indicating a potential value opportunity for investors [11]. - Both companies are leveraging AI to enhance advertising effectiveness and drive revenue growth, with Google Cloud reporting a 34% revenue gain in the recent quarter [13].

以下文章来源于36氪Pro ，作者胡香赟 海若镜 36氪Pro . 36氪旗下官方账号。深度、前瞻，为1%的人捕捉商业先机。 流感特效药， 开始卷"一次服用管全程"。 文 ｜ 胡香赟 编辑 ｜ 海若镜 来源｜ 36氪pro（ID：krkrpro） 封面来源 ｜ pexels "中招了。" 11月中旬的一个早上，上海白领阿良醒来就觉得自己嗓子发紧、浑身无力。还不到中午，她开始隐隐感受到发烧的迹象，和前些天刚好的风寒感冒"完全 不是一个感觉"。阿良随即意识到，自己大概率是感染了流感。 2025年冬天，流感季整体提前了将近1个月。国家疾控局在11月10日的新闻发布会上表示，国内的总体流感活动"处于上升阶段"，今年秋冬流感高峰可能 会出现在12月中下旬至明年1月初。 大众层面，流感药需求也集中井喷。 美团买药提供数据显示，11月前两周，甲流乙流特效药的整体订单量环比增长超过1倍。 尤其是在哈尔滨、呼和浩 特、太原等北方城市，订单量增长超过150%。 品类上，"经典老药"和创新药都有显著增长，如美团买药上的磷酸奥司他韦颗粒订单增长整体超过了85%；玛巴洛沙韦增长超110%。此外，今年以来， 随着多款新机制的国产流感新药 ...

11月21日至23日，以"万物互联 智能领航"为主题的2025中国5G+工业互联网大会在湖北武汉举行。作为 5G赋能千行百业的典型场景，"5G+工业互联网"是推动实体经济与数字经济深度融合的关键力量。 工业和信息化部党组书记、部长李乐成在开幕式上表示，我国将实施工业互联网和人工智能融合赋能行 动，拓展"平台+智能体"服务，优化工业互联网体系架构；实施工业互联网和重点产业链"链网协同"行 动，分行业制定融合应用指南，打造"5G+工业互联网"升级版，加快5G工厂建设，加强6G与工业融合 的前瞻研究。 融合创新成果显著 AI应用多点开花 从辅助环节到核心生产，从单点应用到全链路重构，人工智能正推动"5G+工业互联网"向智向新而行。 "人工智能不仅正在重塑汽车产品与用户体验，更深度重构企业的'研、产、供、销、服'全价值链，驱 动企业降本增效与模式创新。"东风汽车集团副总工程师、战略规划部总经理杨彦鼎介绍，以汽车产业 为例，生成式人工智能使设计效率提升超过8%，接近九成的汽车企业已经引入人工智能辅助经营，超 过65%的汽车企业已经在规划设立人工智能专职岗位。 "未来的重点不仅是连接，更是基于5G网络采集的海量数据与人工 ...

Core Viewpoint - Rosen Law Firm is encouraging investors of Telix Pharmaceuticals Ltd. to secure legal counsel before the January 9, 2026 deadline for a securities class action lawsuit related to the company's misleading statements during the class period from February 21, 2025 to August 28, 2025 [1][5]. Group 1: Legal Action Details - Investors who purchased Telix securities during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by January 9, 2026 [3]. - The lawsuit alleges that Telix made materially false and misleading statements regarding its prostate cancer therapeutic candidates and the quality of its supply chain, leading to investor damages when the truth was revealed [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company [4]. - The firm has been ranked No. 1 for securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of the Plaintiffs' Bar in 2020 [4].

Core Insights - The discussion emphasizes a "barbell approach" to investing during periods of market volatility, focusing on both high dividend income stocks and AI growth stocks to balance risk and return [9][10][41]. Investment Strategy - The quant system used by the company allows for a broader analysis of approximately 4,500 stocks, compared to traditional analysts who typically cover only 15 to 20 stocks [15][12]. - The quant model incorporates a GARP (Growth at a Reasonable Price) approach, focusing on momentum and positive analyst revisions, which enhances diversification and minimizes risk [13][14]. Market Conditions - Recent market volatility has been influenced by factors such as the government shutdown and uncertainty regarding Federal Reserve interest rate cuts, leading to a rotation towards safer sectors like energy and utilities [21][24][26]. - The CNN fear and greed index indicates a shift from greed to extreme fear in market sentiment, suggesting a cautious outlook among investors [30]. Stock Recommendations Dividend Income Stocks - **Merck (MRK)**: A strong buy with a market cap of $230 billion, a 40% return on equity, and a forward PE of 10.4 times, indicating it is undervalued compared to its sector [43][44][50]. - **Alpine Income Property Trust (PINE)**: A REIT with a market cap of $252 million, offering a forward yield of 6.94% and ranking highly within its sector [51][52]. - **OneMain Holdings (OMF)**: A financial company with a market cap of $6.7 billion, providing a yield of 7.36% and strong growth metrics [64][65]. AI Growth Stocks - **Micron Technology (MU)**: A large-cap company with a market cap of $271 billion, showing significant growth and improved valuation metrics, with a revenue growth rate of 34% [68][70]. - **CommScope Holdings (COMM)**: A smaller company in the communications sector, with a market cap of $3.69 billion, demonstrating strong profitability and growth metrics [73][76]. - **Celestica (CLS)**: A company in the electronic manufacturing services sector, with a market cap showing substantial growth and improved profitability metrics [78][80]. Performance Metrics - The Seeking Alpha quant strong buys have outperformed Wall Street analysts and the S&P 500 over the past five years, with a return of 219% compared to 33% for Wall Street [19]. - The average yield of the recommended dividend stocks is 5.93%, significantly higher than the S&P 500's average yield of 1.1% [81].

Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is one of the stocks Jim Cramer answered questions about. Answering a caller’s query about the stock, Cramer stated: “I should have been recommending Regeneron. That Len Schleifer pulled the rabbit out of a hat. It’s coming right back right now. By the way, I’ll give you a twofer, so is Amgen.” Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) sells medicines for eye conditi ...

Group 1: Alphabet Overview - Alphabet has recently initiated a dividend program, increasing its payout by 5% since last year, indicating potential for a consistent dividend due to its strong business fundamentals [3][6] - The company is a leader in the digital advertising market and has seen its quarterly revenue grow by 16% year over year to $102.3 billion, marking its first time crossing the $100 billion threshold [4] - Over the past five years, Alphabet's sales have more than doubled, achieving a compound annual growth rate of approximately 15% [4] Group 2: Growth Drivers - The cloud computing segment is a significant growth driver for Alphabet, with revenue increasing by 34% year over year to $15.2 billion, although it currently represents a small portion of total sales [5] - The cloud backlog reached $155 billion, reflecting a 46% increase from the previous quarter, showcasing strong momentum in cloud and AI offerings [6] - Alphabet's ability to generate consistent free cash flow supports its dividend program, making it an attractive growth stock despite its $3.4 trillion market cap [6]