biggest change in solana historyprivate encrypted mempool (no sandwiching)app-specific sequencing (build onchain CLOBs)verifiable ordering (institutions can build without worry of MEV)better txn landingLETS GOOOOJito (@jito_sol):Introducing BAM: The Block Assembly Marketplace that revolutionizes how Solana processes transactions.Private. Transparent. Verifiable.This is how Solana wins ⬇️ https://t.co/KP8RwloHM7 ...

RT Jito (@jito_sol)Introducing BAM: The Block Assembly Marketplace that revolutionizes how Solana processes transactions.Private. Transparent. Verifiable.This is how Solana wins ⬇️ https://t.co/KP8RwloHM7 ...

RT Jito (@jito_sol)Introducing BAM: The Block Assembly Marketplace that revolutionizes how Solana processes transactions.Private. Transparent. Verifiable.This is how Solana wins ⬇️ https://t.co/KP8RwloHM7 ...

Liquid internet markets.Meet BAM by @jito_labs — a proposed new system for private, fair, and programmable transaction processing.Designed for Solana-native CLOBs, DarkFi pools, perps, and more 🧵Jito (@jito_sol):Introducing BAM: The Block Assembly Marketplace that revolutionizes how Solana processes transactions.Private. Transparent. Verifiable.This is how Solana wins ⬇️ https://t.co/KP8RwloHM7 ...

RT buffalu (@buffalu__)BAM:- New product (read blog; will write more later)- JIP in coming weeks for all Jito fees from block engine + BAM to go to Jito DAO ...

Core Viewpoint - Kraig Biocraft Laboratories has achieved a significant milestone by producing its first batch of BAM-1 spider silk, fulfilling one-third of the total volume required for its first commercial order from a renowned European luxury fashion brand, marking a pivotal step towards the commercialization of bioengineered spider silk [1][4]. Group 1: Company Achievements - The completion of the production batch signifies Kraig Labs' transition from research and development to revenue-generating commercialization, positioning the company to execute the world's first sale of bioengineered spider silk at scale [4][8]. - Kraig Labs is in communication with major global brands, including a leading high-end performance sportswear company and a top athletic equipment producer, indicating strong demand for its spider silk products [5][9]. Group 2: Product Characteristics and Applications - Spider silk is recognized for its exceptional properties, being five times stronger than steel by weight and more flexible than Kevlar, making it suitable for various applications across industries such as athletic apparel, luxury textiles, aerospace, defense, medical textiles, construction, and wearables [2][3]. - The company's BAM-1 and BAM-2 platforms are designed to meet both luxury aesthetic and performance durability specifications, enhancing its market appeal [8]. Group 3: Production Strategy - Kraig Labs is implementing a dual-pronged production expansion strategy, including the establishment of two separate rearing centers to ensure a reliable and scalable supply chain for spider silk [6][15]. - The company is utilizing a cold-storage diapausing system to allow near-continuous silk output and better control over hybrid silkworm cycles, which is crucial for meeting rising demand [15]. Group 4: Market Position and Future Outlook - Kraig Labs is emerging as the only company capable of delivering spider silk at meaningful volumes and profitably, with growing demand from high-fashion, defense, and technical apparel sectors [9]. - The company's unique vertical integration model allows it to maintain control over research and development, strain development, and commercial-scale production, further solidifying its market position [8].

Financial Data and Key Metrics Changes - In Q2 2025, worldwide sales reached $23.7 billion, reflecting a 4.6% increase despite a headwind from Stellara [23][24] - Net earnings for the quarter were $5.5 billion, with diluted earnings per share of $2.29, compared to $1.93 a year ago [24] - Adjusted net earnings were $6.7 billion, with adjusted diluted earnings per share of $2.77, representing a decrease of 2.1% year-over-year [25][32] Business Line Data and Key Metrics Changes - Innovative Medicine reported worldwide sales of $15.2 billion, increasing by 3.8% despite an 11.7% headwind from Stellara [25][26] - MedTech achieved worldwide sales of $8.5 billion, growing by 6.1%, with strong performance in cardiovascular, surgery, and vision [29][30] - In oncology, DARZALEX grew by 21.5%, while CARVICTI saw over 100% growth [26][27] - Tremfya in immunology grew by 30.1%, while Stellara declined by 43.2% due to biosimilar competition [28] Market Data and Key Metrics Changes - U.S. sales growth was 7.6%, while international sales saw a decline of 1.6% due to Stellara biosimilars and COVID-19 vaccine impacts [25][26] - Cardiovascular segment delivered over 22% operational sales growth, driven by new product performance [17][29] - Surgical vision grew by 8.9%, supported by strong performance in contact lenses and intraocular lenses [21][30] Company Strategy and Development Direction - The company aims to become the number one oncology company by 2030, targeting over $50 billion in sales [10][11] - Focus areas for growth include oncology, immunology, neuroscience, cardiovascular, surgery, and vision, with a commitment to innovation [8][12] - The company plans to launch several new products and expand its pipeline, including TAR200 for bladder cancer and icotrokinra for psoriasis [47][48] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving and potentially exceeding growth targets for 2025, driven by strong performance in both Innovative Medicine and MedTech [36][39] - The company anticipates an acceleration in operational sales growth in the second half of the year, supported by new product launches and market share gains [40][46] - Management highlighted the importance of navigating external challenges, including tariffs and competition, while maintaining a focus on innovation and market leadership [88] Other Important Information - The company ended Q2 with $19 billion in cash and marketable securities and $51 billion in debt, resulting in a net debt position of $32 billion [38] - The effective tax rate for the quarter was 14.7%, down from 18.5% in the previous year [33] - The company is committed to investing $55 billion in the U.S. over the next four years, driven by favorable tax policies [39] Q&A Session Summary Question: Drivers of upside to guidance for the year - Management indicated that both Innovative Medicine and MedTech contributed to strong performance, with notable growth in oncology and cardiovascular segments [52][53] Question: Oncology target of $50 billion by the end of the decade - Management expressed confidence in achieving this target, citing strong growth in multiple myeloma and the potential of TAR200 for bladder cancer [68][71] Question: Guidance for operational growth and operating margin improvement - Management expects 2026 to show better growth rates than 2025, with ongoing efforts to improve operating margins [81][83] Question: Impact of pharma tariffs and manufacturing capacity - Management acknowledged uncertainty regarding tariffs but emphasized ongoing investments in U.S. manufacturing and job creation [88]

Johnson & Johnson (JNJ) Q2 2025 Earnings Call July 16, 2025 08:30 AM ET Company Participants Darren Snellgrove - VP - IR Joaquin Duato - CEO, Chairman & Director Joseph Wolk - EVP & CFO Chris Schott - Managing Director Jennifer Taubert - EVP & Worldwide Chairman - Innovative Medicine Tim Schmid - EVP & Worldwide Chairman - MedTech John Reed - EVP - Innovative Medicine & R&D Alexandria Hammond - Director - Head of Therapeutics Conference Call Participants Terence Flynn - Equity Research Analyst Lawrence Bieg ...

New Architecture lays foundation for Higher Output, continuous Batch Production, and prepares Company for Spider Silk delivery to European based Global Luxury Market LeaderANN ARBOR, Mich., July 14, 2025 (GLOBE NEWSWIRE) -- Kraig Biocraft Laboratories, Inc. (OTCQB: KBLB) ("Company", “Kraig”, or "Kraig Labs"), a world leader in spider silk technology*, announces the addition of a second parallel production facility, three new advanced spider silk strains, and the immediate launch of a new diapausing system f ...

Core Insights - GitLab (GTLB) is experiencing strong demand for its DevSecOps platform, with significant contributions from solutions like GitLab Ultimate, Dedicated, and GitLab Duo, leading to increased customer adoption and relationship expansion [1][10] - The company's financial performance reflects this demand, with total revenues of $214.4 million in the first quarter of fiscal 2026, marking a 27% year-over-year increase [1] Customer Growth - GitLab's expanding clientele is evident, with customers generating over $5K in Annual Recurring Revenue (ARR) increasing to 10,104, a 13% year-over-year rise [2] - Customers with more than $100K in ARR grew to 1,288, up 26% year-over-year, indicating GitLab's success in attracting and retaining large enterprise customers [2] Product Innovations - The company announced the general availability of GitLab 18, which includes major innovations in core DevOps workflows, security, compliance, and AI capabilities [3] - GitLab Duo with Amazon Q was also launched for Ultimate self-managed customers on AWS, alongside achieving FedRAMP Moderate Authority to Operate for GitLab Dedicated for Government [3] Strategic Partnerships - GitLab benefits from a robust partner network, including major cloud platforms like Google Cloud and Amazon Web Services (AWS), which aids in expanding its presence among large enterprises [4] Competitive Landscape - GitLab operates in a highly competitive environment, facing significant competition from Microsoft, Atlassian, and other DevSecOps platforms [5][6][7] - Microsoft has strengthened its position through the integration of GitHub and Azure DevOps, making it a formidable rival for GitLab [6] Stock Performance and Valuation - GitLab's shares have declined by 17.7% year to date, contrasting with a 7% return from the broader Zacks Computer & Technology sector [8] - The stock is trading at a premium, with a forward 12-month Price/Sales ratio of 7.51X compared to the industry average of 5.74X, and it currently holds a Value Score of F [11] Earnings Estimates - The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is 16 cents per share, reflecting a 6.67% year-over-year increase [13] - The consensus for fiscal 2026 earnings is set at 75 cents per share, indicating a 1.35% year-over-year growth [13]