# 关于Chad Spooner 2025年5月，美敦力宣布计划将其糖尿病业务分拆为一家独立的、公开上市的公司，预计在 18个月内 完成分 离。MiniMed将继承美敦力在糖尿病管理领域的创新传统， 专注于提供完整的胰岛素管理系统，包括自动胰 岛素泵、连续血糖监测仪（CGM）和智能胰岛素笔等产品 。 2025年7月8日， Medtronic（美敦力） 宣布， Chad Spooner将于2025年7月14日起正式出任其糖尿病业 务部门 MiniMed 的首席财务官（CFO） 。此次任命正值Medtronic计划将糖尿病业务分拆为一家独立上市公 司之际，旨在为该业务板块的独立运营和未来发展奠定财务与战略基础。 Chad Spooner 拥有超过25年的财务领导经验，横跨医疗、消费品和工业领域，具备丰富的企业转型、财务 战略和资本市场运作经验。以下是其关键职业经历： 高管评价 BIC集团（BIC Group）CFO ：在加入Medtronic之前，Spooner担任全球消费品公司BIC的 首席财务 官 ，负责全球财务战略、投资者关系及企业并购事务。 Tenex Capital Management ：他曾联合创办 ...

Core Viewpoint - Abbott Laboratories has significantly outperformed the S&P 500 index this year, with an 18% increase in stock price compared to the S&P 500's 6% rise, driven by solid quarterly results and positive future forecasts [2] Growth - Abbott Laboratories' revenues have shown slight growth over recent years, with a 4.6% increase from $40 billion to $42 billion in the last 12 months, while the S&P 500 experienced a growth of 5.5% [6] - Quarterly revenues grew by 7.2% to $11 billion in the most recent quarter from $10 billion a year ago, compared to a 4.8% improvement for the S&P 500 [6] Profitability - Abbott Laboratories' operating income over the last four quarters reached $6.8 billion, reflecting a moderate operating margin of 16.3% [5] - The company's net income stood at $13 billion, indicating a high net income margin of 31.9%, compared to 11.6% for the S&P 500 [12] Financial Stability - Abbott Laboratories has a robust balance sheet, with total debt of $15 billion and a market capitalization of $233 billion, resulting in a low debt-to-equity ratio of 6.3% compared to 19.4% for the S&P 500 [12] - The company's operating cash flow was $8.6 billion, yielding a cash flow margin of 20.4%, higher than the S&P 500's 14.9% [12] Downturn Resilience - Abbott Laboratories has demonstrated more resilience than the S&P 500 during recent downturns, with a peak-to-trough decline of 36.2% from a peak of $141.46 on December 27, 2021, compared to a 25.4% decline for the S&P 500 [13] - The stock has shown strong recovery patterns in past crises, fully recovering to pre-crisis peaks in several instances [13] Valuation - Abbott Laboratories' price-to-sales (P/S) ratio is 5.6, compared to 3.1 for the S&P 500, and its price-to-earnings (P/E) ratio is 17.7 against the benchmark's 26.9 [6] - The current valuation appears slightly high compared to the broader market but aligns with the stock's historical average [3][9]

AbbVie - AbbVie is a pharmaceutical leader with a strong portfolio, particularly in immunology with products Skyrizi and Rinvoq, achieving a revenue increase of 8.4% year-over-year to $13.3 billion in Q1, with adjusted earnings per share at $2.46, a 6.5% increase [3][4] - Skyrizi generated $3.4 billion in sales, a 70.5% year-over-year increase, while Rinvoq's revenue was $1.7 billion, up 57.2% year-over-year; management forecasts combined annual sales exceeding $31 billion by 2027, significantly higher than the previous year's $17.7 billion [4][5] - AbbVie has a deep pipeline with approximately 90 products in development, allowing it to navigate patent cliffs and maintain long-term success [5][7] - AbbVie has increased its dividends by 310% since 2013 and has a track record of 53 consecutive years of payout increases, indicating strong potential for sustained passive income [8] Abbott Laboratories - Abbott Laboratories is a leader in the medical device space, with a diversified operation across diagnostics, pharmaceuticals, and nutrition, which helps mitigate challenges in specific segments [9][10] - The diabetes care segment, particularly the FreeStyle Libre continuous glucose monitoring system, has been a significant growth driver, becoming the most successful medical device in history in terms of dollar sales [11][12] - Abbott has increased its dividends by almost 146% over the past decade, reinforcing its reputation as a Dividend King and indicating a strong foundation for long-term dividend growth [13]

Key Takeaways ABT posted strong Q1 CGM sales of over $1.7B, up 21.6% y/y, on FreeStyle Libre's global momentum. Diagnostics sales rose on growing demand for routine tests, with Core Lab up 6.5% outside China. EPD organic sales grew 8% as ABT scaled up its capital-light licensing model in emerging markets.Abbott’s (ABT) diversified business portfolio appears to be well-positioned to drive continued momentum in 2025. The stock carries a Zacks Rank #2 (Buy) currently.Factors Driving ABT SharesWithin Abbott’s ...

Core Viewpoint - The healthcare sector is positioned as a strong long-term investment opportunity, with a focus on companies that have shown adaptability and are well-prepared for future challenges [2]. Group 1: Abbott Laboratories - Abbott Laboratories, founded in 1888, has a market capitalization of $240 billion and offers diverse healthcare products across multiple sectors [4]. - The company is a leader in medical devices, diagnostics, nutritional products, and established pharmaceuticals, with notable products like the MitraClip and FreeStyle Libre [5][6]. - Abbott anticipates an 8% year-over-year revenue growth in 2025 and continues to innovate, recently receiving the European CE Mark for the Volt PFA System [7][8]. - Abbott has a strong dividend history, having increased its dividend for 53 consecutive years [8]. Group 2: AbbVie - AbbVie, spun off from Abbott in 2013, has a market capitalization of approximately $328 billion and generated $56.3 billion in sales last year [9][10]. - The company has successfully navigated the loss of U.S. exclusivity for its top product, Humira, by investing in R&D and acquisitions, leading to a robust product pipeline [11]. - AbbVie’s successors to Humira, Rinvoq and Skyrizi, are projected to generate combined sales of $31 billion by 2027, surpassing Humira's peak sales [12]. - AbbVie has increased its dividend by a cumulative 310% since its spin-off, with a forward dividend yield of 3.51% [12]. - The stock is considered relatively inexpensive, trading at 15.2 times forward earnings, with growth potential from new products [13].

Key Takeaways Stitch Fix achieved its seventh straight quarter of AOV growth, rising 10% y/y in 3Q25. Expanded Fix sizes, themed Fixes and Freestyle-driven personalization are fueling stronger demand. Athleisure sales jumped 30% and sneakers rose 35%, with growth in women's denim and men's fleece categories.Stitch Fix, Inc. (SFIX) has demonstrated sustained Average Order Value (AOV) growth, reflecting strong client engagement and the success of its strategic transformation. In the third quarter of fiscal ...

Key Takeaways TNDM launched early U.S. access for t:slim X2 pump compatible with Abbott's FreeStyle Libre 3 Plus sensor. Abbott's Libre 3 Plus sends glucose data every minute to TNDM's t:slim mobile app. TNDM plans to integrate Abbott's future sensors for broader diabetes management solutions.Tandem Diabetes Care, Inc.’s (TNDM) t:slim X2 insulin pump with Control-IQ+ automated insulin delivery (AID) technology is now compatible with Abbott’s FreeStyle Libre 3 Plus continuous glucose monitoring (CGM) senso ...

Core Insights - DexCom (DXCM) reported strong first-quarter 2025 results driven by high demand, record new patient growth, and progress in strategic initiatives [1] - The company’s shares have increased by 18.6% quarter to date, outperforming the industry’s decline of 4.5% [2] - DexCom has a market capitalization of $31.76 billion and projects a 23.1% growth rate over the next five years [2] Access Gain and Market Penetration - Significant expansion in reimbursement coverage for type 2 diabetes (T2D) patients, particularly non-insulin users, is expected to unlock access for nearly 6 million individuals [4] - The first quarter of 2025 saw a record increase in new patient starts from this cohort, the highest in DexCom's history [4] - The over-the-counter CGM, Stelo, is capturing a broader audience, including prediabetes patients and those interested in wellness [5][8] Innovation and Commercial Execution - The launch of the 15-Day G7 system is anticipated to enhance accuracy and product differentiation, potentially improving gross margins [10] - DexCom is optimizing its sales force and expanding its international presence, particularly in France and Japan [11] - The company has a strong cash position of $2.7 billion and announced a $750 million share buyback, indicating confidence in long-term cash flow [12] Estimate Trend - The Zacks Consensus Estimate for 2025 earnings per share remains stable at $2.03, with the second-quarter revenue estimate at $1.12 billion, reflecting an 11.8% year-over-year improvement [13][15] Navigating Near-Term Challenges - Gross margin guidance for fiscal 2025 has been revised down to nearly 62% due to supply-chain disruptions and increased freight costs [16] - DexCom is addressing an FDA warning letter from 2024 inspections, which requires ongoing resource allocation but does not restrict product approvals [17] - The company is advocating for Medicare coverage for non-insulin T2D users, contingent on a trial set to report results in late 2025 or early 2026 [18] CGM Competition on the Rise - DexCom faces increasing competition from Abbott Laboratories, Medtronic, and Senseonics, which are innovating rapidly in the CGM market [19] - Abbott's expansion with its FreeStyle Libre family and OTC devices directly challenges DexCom's Stelo strategy [20] - Medtronic's integration of CGM with insulin pumps and Senseonics' long-wear implantable CGM are also competitive threats [21][22]

以下文章来源于毒眸 ，作者毒眸编辑部 毒眸 . 看透娱乐，死磕真相 本文来自微信公众号： 毒眸 ，作者：芝士雪糕，编辑：刘南豆，原文标题：《〈莫愁乡〉全网爆火 背后，一个18岁少年 | 对话亚细亚旷世奇才》，题图来源：赵子彧 "刷怪笼又出精英怪了。" 截至目前，这首歌的MV在B站播放量超过700万，还涌现了大量二创作品，不管是reaction、AI翻唱 还是鬼畜填词，各大强势赛道都布满它的身影；音源在网易云音乐评论过万条，并登上了网易云热搜 榜第一名。 这位一鸣惊人的年轻rapper叫"亚细亚旷世奇才"，他从诞生了不少"抽象rapper"的刷怪笼录音室走出 来。曾经的底层青年，如今的"旷世奇才"，一路上他经历了什么？毒眸和亚细亚旷世奇才以及刷怪笼 的主理人歪歪聊了聊。 我不做说唱的时候，他们都管我 叫哥布林 "亚细亚旷世奇才"真名叫赵子彧 （为了保持rapper人格的完整性，下文依然叫亚细亚旷世奇才） ， 来自吉林长春。和外表不符的是，他今年只有18岁。 在成为亚细亚旷世奇才之前，赵子彧经历过一段煎熬的生活——十五六岁就高中辍学进入社会，只能 做服务员、发传单这类工作，后来他独自来到北京旁边的廊坊，在一家发廊 ...

Core Insights - Stitch Fix, Inc. (SFIX) is anticipated to report a year-over-year decline in revenues for Q3 fiscal 2025, with the Zacks Consensus Estimate at $315.3 million, reflecting a 2.3% decrease from the previous year [1] - The company is expected to report a narrower loss per share of 12 cents, compared to a loss of 15 cents in the same quarter last year [2] - The company has experienced a trailing four-quarter earnings surprise of 48.9% on average, with a significant beat of 54.6% in the last reported quarter [2] Performance Influencers - A challenging macroeconomic environment, including shifts in customer demand and tariff-related issues, is likely to negatively impact Stitch Fix's quarterly performance [3] - The company faces difficulties in customer acquisition and retention, with a projected decline of 10.8% in active clients year-over-year for Q3 [4] - Competition from major retailers and economic pressures are additional challenges to the company's growth [3] Financial Projections - Management previously projected revenues between $311 million and $316 million, indicating a year-over-year decline of 3.6% to 2.1% [4] - Adjusted EBITDA is expected to be between $7 million and $10 million, with a margin of 2.3% to 3.2% [4] - The gross margin is anticipated to increase by 90 basis points year-over-year to 44.5%, benefiting from improved product margins [6] Strategic Initiatives - Stitch Fix is enhancing customer experiences through AI-driven personalization and reimagining product assortments to align with evolving client preferences [5] - The company's Freestyle drive is providing a distinct shopping experience, which is seen as a positive development [5] - Management is focused on cost efficiencies, which are likely to contribute to improved profitability [6]