文 | 刀客doc 在过去十年里，媒体与谷歌是一对牢不可破的盟友：媒体提供优质内容吸引流量，谷歌则借助搜索引擎 和广告网络持续分发这份流量，实现双赢。 但近期，刀客doc发现双方的关系开始出现裂痕。一个开始想要脚踏两只船，一方又开始往回找补，试 图挽回。 事情是这样的。 一、 7月3日科技媒体The Information报道，谷歌正加紧招聘一线广告技术工程师和产品经理，以推进面向媒 体方的新工具开发。这一招聘行动覆盖全球多个主要市场，岗位职责集中在优化谷歌Ad Manager和AdX 平台的功能，尤其是围绕内容解锁和用户付费路径的创新设计。 其实在6月底，谷歌就已经其广告业务线上正式上线了一款面向媒体方的新工具——Offerwall（国内常 称为"积分墙"）。简单来说，它是一种介于纯广告与传统付费墙之间的"混合变现"方式：媒体方可以通 过展示奖励式广告、问卷调研或一次性小额付费，为访问者提供内容解锁通道。 虽然市场上早已有类似的"积分墙"玩法，不过谷歌这次是和新闻媒体网站合作的，它将Offerwall直接内 嵌到平台管理界面，让媒体在广告管理后台，在几分钟内即可启用，无需支付额外的开发成本，相当于 一键启动 ...

Core Insights - Q32 Bio Inc. has appointed Dr. Adrien Sipos as Interim Chief Medical Officer, succeeding Dr. Jason Campagna, who is leaving the company [1][2] - Dr. Sipos brings over 25 years of experience in clinical development and medical affairs, particularly in Immunology and Inflammation [1][2] - The company is advancing its Phase 2a clinical trial for bempikibart, a treatment for alopecia areata, with topline results expected in the first half of next year [2][3] Company Overview - Q32 Bio is a clinical stage biotechnology company focused on developing therapies for alopecia areata and other autoimmune and inflammatory diseases [3] - Approximately 700,000 individuals in the U.S. are affected by alopecia areata, which significantly impacts their lives and has limited treatment options [3] - Bempikibart (ADX-914) is a fully human anti-IL-7Rα antibody that aims to re-regulate adaptive immune function and is currently in a Phase 2 program [3] Leadership Background - Dr. Sipos previously served as President and Chief Medical Officer at PRAXICO Inc., advising biopharmaceutical companies on clinical development [2] - She has held significant roles at Biogen, Sanofi Genzyme, and Eli Lilly, focusing on immunology and clinical development [2] - Dr. Sipos holds a Ph.D. in Clinical Immunology and an M.D. specializing in clinical immunology and endocrine care [2]

证券代码：002995 证券简称：天地在线 北京全时天地在线网络信息股份有限公司 投资者关系活动记录表 编号：2025-003 | | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | | □ 新闻发布会□ 路演活动 | | 类别 | √现场参观 | | | □ 其他 华源证券周政宇 | | | 宁波银行孙晓朵 | | | 瑞植资产田东波 | | 参与单位名称及 人员姓名 | 国投证券刘妍 | | | 国亚科技熊珍妮 | | | 华融嘉业资管焦静 | | | 中金银海基金雍兴 | | 时间 | 2025 年 6 月 20 日 (周五) 10：00，15：00 | | 地点 | 北京市通州区商通大道 5 号院 21 号楼 | | 上市公司接待人 | 投资者关系经理 李世隆 | | 员姓名 | | | | 公司于 2025 年 6 月 20 日接待投资者调研，会议通过现场参 | | | 观的形式与投资者就公司基本情况、公司近期业务发展状况和公 | | | 司业务规划等问题进行沟通。主要内容如下： | | | 一、公司介绍 | | 投资者关系活动 | ...

Core Viewpoint - Addex Therapeutics reported a strong start to 2025 with significant progress in product development and business milestones, particularly in their GABAB PAM drug candidate for chronic cough and regained rights to their Phase 2 mGlu2 PAM asset, ADX71149 [2][5]. Financial Summary - Income for Q1 2025 was CHF 71,000, a decrease of CHF 164,000 from CHF 235,000 in Q1 2024 [4]. - R&D expenses decreased to CHF 156,000 from CHF 245,000, a reduction of CHF 89,000 [4][8]. - G&A expenses decreased to CHF 521,000 from CHF 778,000, a reduction of CHF 257,000 [4][8]. - Total operating loss improved to CHF 606,000 from CHF 788,000, an improvement of CHF 182,000 [4]. - Net loss from continuing operations was CHF 1,473,000, compared to CHF 735,000 in Q1 2024, an increase of CHF 738,000 [4]. - Net loss for the period decreased to CHF 1,473,000 from CHF 3,087,000, a reduction of CHF 1,614,000 [4][9]. - Basic and diluted net loss per share was CHF 0.01, down from CHF 0.03 in the same period last year [4][10]. - Cash and cash equivalents increased to CHF 2.8 million from CHF 1.6 million, an increase of CHF 1.2 million [4][11]. - Shareholders' equity improved significantly to CHF 8.3 million from a negative CHF 1.4 million [4]. Operational Highlights - The GABAB PAM chronic cough candidate demonstrated robust anti-tussive activity in multiple disease models [5][6]. - The company regained rights to its Phase 2 mGlu2 PAM asset, ADX71149 [5][6]. - Indivior successfully advanced their GABAB PAM program for substance use disorders through IND enabling studies [5][6]. - An option agreement was entered with Sinntaxis for exclusive licensing of intellectual property related to mGlu5 NAM in brain injury recovery [5][6].

Group 1: Company Overview - Tian Di Online was established in 2005, focusing on providing comprehensive internet marketing services and enterprise-level SaaS marketing services [2] - The company has accumulated over 170,000 enterprise clients and has established partnerships with more than 40 mainstream media resources [2] - Tian Di Online offers a one-stop service capability covering content, operations, and marketing, providing solutions such as video creativity, shooting, broadcasting, and brand IP incubation [2] Group 2: Business Model - The main business revolves around digital marketing services and intelligent comprehensive services tailored to client needs [3] - Services include internet marketing, content planning, brand promotion, and advertising effectiveness analysis, along with full-chain digital marketing solutions [3] - The company also provides brand operation, enterprise-level SaaS services, and virtual digital content applications like AI digital humans and XR live streaming [3] Group 3: Acquisition of JiaTou Group - The acquisition of JiaTou Group allows for complementary advantages in clients, media resources, and business operations [7] - Tian Di Online aims to leverage JiaTou Group's large client base to establish partnerships with major internet companies like Alibaba and Meituan [7] - The merger will enhance the company's media resource pool and reduce operational risks associated with high media concentration [7] Group 4: Growth Factors - JiaTou Group's performance growth is driven by improved client satisfaction leading to increased advertising budgets and the expansion of new clients and media resources [7] - The integration of JiaTou Group's advanced data analysis and machine learning technologies will enhance Tian Di Online's digital marketing capabilities [7] Group 5: Acquisition Progress - The restructuring draft was disclosed on April 30, 2025, and was approved by the shareholders on May 20, 2025 [9] - The transaction is currently under review by the Shenzhen Stock Exchange and the China Securities Regulatory Commission, with timelines for approval remaining uncertain [9]

Summary of MarketAxess (MKTX) Conference Call Company Overview - **Company**: MarketAxess (MKTX) - **Industry**: Electronic fixed income trading venue, primarily focused on credit markets, with expansion into new geographies and asset classes [3][3] Key Points and Arguments Strategic Focus Areas - **Execution of Strategy**: Emphasis on providing the right metrics, data, and analytics to enhance business execution [11][11] - **Capital Deployment**: Increased share repurchase authorization leading to $60 million in buybacks in 2025 compared to $24 million in 2024 [14][14][15][15] - **Expense Management**: Focus on good corporate hygiene and expense discipline, including partnerships with technology firms like Pragma to enhance efficiency [16][18] Market Conditions and Performance - **Volatility and Volume Trends**: - April saw high volatility with CVIX at 56 for high grade and 390 for high yield, normalizing to 33 and 190 respectively in May [20][20][24][24] - Elevated trading volumes sustained through May, driven by increased velocity in the market [22][23] - **Market Share**: - High grade market share increased to 19.9% in May from 19.4% in April, indicating growth in investment grade trading [30][34] - Portfolio trading market share has grown to over 20%, with ongoing enhancements to maintain competitiveness [57][60] Innovations and Technology - **Automation and Algorithms**: Introduction of automation tools like AutoX and adaptive algorithms (ADX) to enhance trading efficiency, with 250 clients onboarded [43][45] - **Block Trading Protocols**: Successful early adoption in emerging markets (EM) and Eurobonds, with significant volume increases (116% in Eurobonds and 24% in EM) [49][49] - **Portfolio Trading Enhancements**: Completion of feature set for portfolio trading, focusing on net hedging and benchmark capabilities [59][60] Emerging Markets (EM) Focus - **Growth in EM**: EM is now the largest business segment, with significant contributions from countries like Mexico, Brazil, and South Korea. Year-to-date volumes are up 14% [82][86][89] - **Local vs. Hard Currency**: Hard currency trading constitutes 60% of the EM business, with local currency trading representing 40%, indicating potential for growth in local markets [86][86] Competitive Landscape and Pricing - **Pricing Stability**: Pricing within traditional RFQ and open trading has remained steady, with fluctuations attributed to macroeconomic factors rather than pricing pressure [97][99] - **Protocol Mix**: New protocols like portfolio trading come with lower fee captures, but present opportunities for incremental revenue growth [100][102] Additional Important Insights - **Talent Acquisition**: Ongoing recruitment of key personnel to enhance product development and client solutions, indicating a commitment to innovation and market responsiveness [66][70] - **Client-Centric Approach**: Continuous engagement with clients to understand their needs and enhance service offerings, particularly in the block trading and portfolio trading spaces [50][56][60] This summary encapsulates the critical insights and developments discussed during the MarketAxess conference call, highlighting the company's strategic focus, market performance, technological innovations, and competitive positioning.

Aldeyra Therapeutics (ALDX) 2025 Conference June 05, 2025 04:20 PM ET Speaker0 Good afternoon, everyone. Welcome to Jefferies Global Healthcare Conference. My name is Clara Dunn, one of the biotech analysts here at Jefferies. So it's my pleasure here to help Aldara's CEO, Doctor. Todd Brady, here with us today for this fireside chat. Welcome. Speaker1 Thank you, Clara. Speaker0 So before we dig into details of your pipeline, maybe it will be helpful for you to give us a quick overview of the company and wha ...

上【工厂呆料】，搞钱！ 推荐阅读： 点击查看往期内容 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | BEL FUSE | 0685T3000-01 | 50K | | ADI | ADXRS453BEYZ-RL | 500个 | | ADI | AD9254BCPZ-150 | 500个 | | 英飞凌 | IPLU300N04S41R1 | 4K 2年内 | 服务8000+用户 库存发布、需求匹配、买卖呆料 ↓ ↓ ↓ ▶ TOP4 芯片分销商，又变了 ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ ST、ADI、瑞芯微...这些芯片涨价了 ▶ TI、ADI涨价，国产模拟芯片悄悄接单 ▶ 风口浪尖上的TI和ADI，怎么样了？ 你 "在看" 我吗？ ...

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芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ST | SPC56EL70L5CBFSR | 5K | 22+ | | ST | SPC56EL60L5CBFQR | 5K | 22+ | | INFINEON | SAK-TC367DP-64F300S AA | 3265 | 22+ | | TI | LMR14030SSQDDARQ1 | 80K | 23+ | | TI | DP83TC812RRHARQ1 | 15K | 23+ | 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | TE | 2337019-1 | 60K | | ADI | ADXL357BEZ-RL7 | 150个 | | TI | TPS54340DDAR | 20k | | TI ...