Core Points - Transgene has appointed Emmanuelle Quilès as an independent Director to its Board of Directors, succeeding Philippe Archinard, who is retiring [1][3] - Emmanuelle Quilès brings over 25 years of experience in strategic leadership roles within the global pharmaceutical industry, previously serving as Worldwide Vice President at Janssen Global Commercial Strategy Organization [2][5] - The appointment is effective from July 9, 2025, and Quilès will serve the remainder of Archinard's term until the 2026 Annual Shareholders' Meeting [3] Company Overview - Transgene is a biotechnology company focused on designing and developing virus-based immunotherapies for cancer treatment, with a portfolio that includes TG4050, TG4001, BT-001, and TG6050 [8] - The company utilizes its myvac® platform for individualized therapeutic vaccines and the Invir.IO® platform for multifunctional oncolytic viruses [9][10] - Transgene's clinical-stage programs are aimed at providing targeted immunotherapies, with a focus on precision medicine [8][9]

Core Insights - Transgene is a biotechnology company focused on developing virus-based immunotherapies for cancer treatment, with a particular emphasis on individualized therapies [2][3] - The company announced upcoming meetings with institutional investors and leaders in the biotechnology ecosystem to discuss its clinical data and treatment landscape for head and neck cancers [1][6] Company Overview - Transgene's lead asset, TG4050, is the first individualized therapeutic vaccine based on the myvac® platform, showing proof of principle in patients for adjuvant treatment of head and neck cancers [2] - The company also has a portfolio that includes TG4001 for HPV-positive cancers and two oncolytic viruses, BT-001 and TG6050, based on the Invir.IO® viral backbone [2] Technological Innovations - The myvac® platform allows for the creation of personalized virus-based immunotherapies tailored to individual patient mutations, utilizing AI capabilities from partner NEC [3] - Transgene is leveraging its expertise in viral vector engineering to develop a new generation of multifunctional oncolytic viruses through its proprietary Invir.IO® platform [4] Upcoming Events - Transgene will participate in several key industry events, including the BIO International Convention on June 16, 2025, in Boston, and the International Neoantigen Summit on June 24, 2025, in Amsterdam [6]

Core Viewpoint - Transgene is set to present positive clinical data for its individualized neoantigen cancer vaccine, TG4050, at the 2025 ASCO Annual Meeting, highlighting advancements in cancer immunotherapy [1][2]. Company Overview - Transgene is a biotechnology company focused on developing virus-based immunotherapies for cancer treatment, with a clinical-stage portfolio that includes TG4050, TG4001, BT-001, and TG6050 [3]. - TG4050 is the first individualized therapeutic vaccine based on the myvac® platform, showing proof of principle in treating head and neck cancers [3]. - The company utilizes its proprietary Invir.IO® platform to engineer multifunctional oncolytic viruses, enhancing its viral vector capabilities [5]. Upcoming Event - A live webcast discussing the latest findings on TG4050 will occur on June 6, 2025, featuring Transgene's management and Prof. Christian Ottensmeier, focusing on the treatment landscape for early-stage HPV-negative head and neck cancer [2].

Core Insights - Transgene will present two-year disease-free survival data from the Phase I part of the TG4050 trial at ASCO 2025 [1][3] - TG4050 is an individualized neoantigen therapeutic cancer vaccine developed using Transgene's myvac® platform and NEC's AI capabilities [2][10] - The Phase I/II trial is focused on HPV-negative head and neck cancers, with the Phase II part currently enrolling patients internationally [3][12] Company Overview - Transgene is a biotechnology company specializing in virus-based immunotherapies for cancer treatment [5][7] - The company’s lead asset, TG4050, is the first individualized therapeutic vaccine based on the myvac® platform [5][10] - Transgene is also developing other viral vector-based immunotherapies, including TG4001 for HPV-positive cancers [7] Clinical Trial Details - The Phase I/II trial evaluates TG4050 as a single agent in the adjuvant treatment of HPV-negative head and neck cancers [3][12] - The trial includes a randomized study design with 32 evaluable patients in the Phase I part [12] - The Phase II extension is currently enrolling patients, indicating ongoing development and potential for future data [3][12] Presentation and Recognition - The rapid oral presentation at ASCO will take place on June 1, 2025, highlighting the clinical data and collaborative efforts in the trial [1][3] - Transgene's findings on TG4050 were selected for presentation among numerous high-quality submissions, reflecting the significance of their work [3]

越疆机器人成立于2015年，已推CRA、CRAS、MG400、M1Pro、Nova、Magician 等二十余款 协作机器人产品，并发布了全球首款「灵巧操作+直膝行走」具身智能人形机器人 Atom，是全球协 作机器人行业产品组合丰富程度居前的公司。领先的产品力持续提高公司的商业化能力，越疆机器人 已广泛应用于汽车、3C 电子、锂电、食品和饮料、医疗、教育、新零售和农业等超过 15 个行业的 200 多个场景，连续 7 年位居中国出口量第一，全球部署机器人超过 80,000 台，获得超过 80+ 世界 500 强公司认可，目前越疆机器人服务网络覆盖 80 多个国家和地区，确保为全球客户提供全 方位的服务和技术支持。 2. 睿尔曼智能 【DT新材料】 仿人机械臂，作为人形机器人最关键的执行部件之一，正成为企业技术布局的重要方 向。当前，已有不少企业围绕仿人机械臂展开产品布局，有的提供独立的机器人手臂产品，有的则在 协作机器人基础上，逐步切入人形机器人整机研发。 本文将对部分代表性企业进行简要盘点，排名不分先后，若有遗漏，欢迎在评论区补充交流。 1. 越疆机器人 睿尔曼是一家专注于超轻量仿人机械臂研发、生产及销售的 ...

Core Insights - Boeing has secured a contract to deliver 210 widebody aircraft to Qatar Airways, including 130 787 Dreamliners and 30 777-9s, with an option for an additional 50 jets [1] Group 1: Boeing's Aircraft Features - The Boeing 787 Dreamliner offers unmatched fuel efficiency and range flexibility, reducing fuel use and emissions by 25% due to its lightweight composite structure [2] - The 777-9s is the largest twin-engine airplane globally, designed to enhance efficiency and reduce fuel use and emissions by 25% compared to its predecessors [2] Group 2: Market Growth Prospects - The commercial aviation market is experiencing growth driven by rising air passenger traffic and demand for fuel-efficient aircraft, prompting airlines to prioritize advanced models [4] - Mordor Intelligence forecasts a compound annual growth rate of over 6.5% for the global commercial aviation market from 2025 to 2030 [5] Group 3: Boeing's Backlog and Revenue Potential - Boeing has over 14,000 jetliners in service worldwide, with a commercial aircraft backlog exceeding 5,600 airplanes valued at $460 billion as of March 31, 2025, indicating strong demand for its new aircraft [6] - The recent contract win is expected to further enhance Boeing's commercial backlog and improve revenue performance [6] Group 4: Opportunities for Other Defense Stocks - Airbus SE has over 12,000 commercial aircraft in service and offers modern, fuel-efficient models, with a long-term earnings growth rate of 4% and a projected 10.4% sales growth for 2025 [7][8] - General Dynamics Corporation produces business jets and has a long-term earnings growth rate of 10%, with a 5.7% sales growth estimate for 2025 [8][9] - Textron, Inc. offers a range of commercial aircraft and has a long-term earnings growth rate of 10%, with a projected 6.8% sales growth for 2025 [9][10] Group 5: Boeing Stock Performance - Boeing's shares have increased by 11.9% over the past three months, outperforming the industry's growth of 10.3% [13]

Core Points - The Combined Ordinary and Extraordinary General Meeting of Transgene's shareholders took place on May 15, 2025, where various resolutions were voted on and approved [1][2] - The meeting resulted in the renewal of the terms of office for several Board Members, maintaining a diverse and independent Board composition [3][4] - A share capital reduction was approved, decreasing the par value of shares from €0.50 to €0.30, along with the delegation of authority for a potential reverse stock split [5] Company Overview - Transgene is a biotechnology company focused on developing targeted immunotherapies for cancer treatment, with a portfolio that includes viral vector-based immunotherapeutics [7] - The lead asset, TG4050, is an individualized therapeutic vaccine aimed at head and neck cancers, showcasing the company's innovative approach to precision medicine [8] - Transgene utilizes its proprietary Invir.IO® platform to engineer multifunctional oncolytic viruses, enhancing its capabilities in viral vector technology [9]

导读： 华大智造2024年实现主营收入29.57亿元，测序仪业务占23.48亿，推出多项新品并布局全读长工具矩阵，AI赋能实验室自动 化，多组学工具取得进展，国内市场测序仪新增装机份额连续三年第一。 新业务实现收入4亿元，同比 2 0 2 3 年与突发公共卫生事件不相关的新业务增长5 7 . 0 5%。 推出一系列基因测序仪和试剂，构建SEQ ALL矩阵 报告期内，该业务板块的研发和生产已处于行业领先地位。实现了对"激发光" "自发光" "不发光"三种技术路径基因测 序产品的全方位战略布局，成为全球首个同时拥有大规模商业量产级短读长与长读长测序产品的企业，构建了以"全读 长"（SEQ ALL）为目标的全流程工具矩阵。 报告期内，先后推出一系列测序仪和试剂新产品。包括新一代测序试剂 St a n d a r dMPS 2 . 0，将 DNBSEQ 高通量测序 质量提升至Q4 0 的超高准确度；全新的自发光半导体测序仪——DNBSEQ-E2 5 Fl a s h 闪速基因测序仪，该产品基于循 环神经网络（RNN）动态解析自发光信号，将碱基判读速度提升至2 5 秒/循环，显著加快测序速度同时降低误判率； 发 布 了 ...

南下创业。 作者 I 杨文静 吴琼 报道 I 投资界PEdaily 2024年来到尾声，深圳南山最新一个IPO诞生。 投资界获悉，今天（12月23日），越疆科技正式登陆港交所，成为"中国协作机器人第一股"。此次IPO发行价为18. 8港元/股，开盘后 市值一度涨至8 0亿港元。 越疆科技背后，是一个历经10年的创业故事——201 5年前后，毕业于山东大学的刘培超辞掉中科院的工作，南下深圳。兜兜转转，他 联手校友在深圳南山创立越疆科技，开启机器人创业之旅。至今越疆科技身后集结一支长长的投资人队伍，当中不乏众多深圳本土风 投机构的身影。 恰巧的是，20 23年最后一个工作日，同样来自南山区的优必选登陆港股，缔造"人形机器人第一股"；如今越疆科技成功上市，南山机 器人IPO军团愈发壮大，悄然成为全国机器人产业的风向标。 山东85后南下创业 深圳南山，诞生一个机器人IPO 2015年，团队成功研发出第一代桌面级四轴协作机器人，这款机器人承袭自刘培超最初的想法——用科技解放双手。很快，这款机器 人在全球最大的众筹平台上迅速走红，团队一个月内就收到100 0多台机械臂订单和5000多封网友的邮件。经过一番深思，六个人决定 ...