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TEVA Stock Up More than 20% in Three Months: Buy, Sell or Hold the Stock?
ZACKS· 2025-07-11 13:36
Core Insights - Teva Pharmaceutical Industries Limited's shares have increased by 21.6% over the past three months due to successful launches of biosimilars and high-value generics, strong sales growth of newer branded drugs, and cost-cutting measures [1] Branded Drug Growth - Teva is experiencing market share growth for its newest branded drugs, Austedo and Ajovy, with expectations for continued sales growth from patient expansion and international launches [3] - The company anticipates annual revenues exceeding $2.5 billion from Austedo by 2027, bolstered by the launch of Austedo XR [4] - Uzedy, launched in May 2023, is projected to generate approximately $160 million in sales by 2025 [5] - Teva's branded pipeline includes olanzapine and duvakitug, with plans for phase III trials and new drug applications in the coming years [6][7] Generics and Biosimilars Pipeline - Teva has launched several biosimilars and complex generics, including products from major pharmaceutical companies [8] - The company has a strong pipeline of biosimilars, with plans to launch seven in the U.S. and four in Europe between 2025 and 2027 [10] - Teva's U.S. generics and biosimilars business grew by 15% in 2024, driven by new product launches [11] Financial Performance and Valuation - Teva's stock has underperformed the industry, losing 25% year-to-date compared to a 9.5% decline in the industry [13][14] - The stock is trading at a price/earnings ratio of 6.30, lower than the industry average of 10.17, but above its 5-year mean of 4.11 [15] - The Zacks Consensus Estimate for earnings has seen a slight decline for 2025 but an increase for 2026 [19] Long-term Growth Prospects - Teva's newer drugs and stable generics business are contributing to a revival in top-line growth [21] - The company is optimizing operations for efficiency, aiming for an adjusted operating margin of 30% by 2027 [22] - Recent credit outlook upgrades from Fitch, Moody's, and S&P reflect improved growth prospects for Teva [23]
「一穿即凉」的打底衣,是智商税还是真科技?
36氪· 2025-07-11 07:35
夏天常常最被忽视的"最后防线"。 酷暑难当,全国多地都已经刷新了历史同期最高气温。我们的贴身衣物也开始默不作声地"反抗":汗湿、闷黏、勒痕、异味、走光线、还有莫名松弛的内裤 边缘……这些困扰没人会挂在嘴上,却实实在在让日常变得不那么舒适体面。 于是我们决定开展一次严谨的夏日贴身衣物的实测。从天然款、社交平台爆款到大众化的高性价比之选,我们挑选了3家贴身打底衣和内裤。不听噱头、不 看标签,只看实测结果:到底谁,能配得上"贴身"二字? 你以为的"舒服" 或许只是标签 在2024年"卫生巾、一次性内裤事件"之后,消费者第一次意识到,那些贴在身上最久的衣物,其实可能是信息最不透明的。不少市售打底衣裤没有任何标 识、检测报告,电商页面堆满"凉感黑科技""裸感亲肤"的标签,却几乎看不到实测参数。 很多消费者甚至产生了内搭衣物替换焦虑:打底T恤洗三次后纤维硬化、百元抗菌内裤送检后菌落总数超标、电商热销凉感背心pH值检测呈弱碱性…贴身衣 物的信息黑洞,正在解构现代人对生活的掌控感。 贴身衣物作为消费者最亲密无间的"第二层肌肤",是最应该确保安全品质的一类衣物。消费者愿意支付更高的金额去购买更安心、更高品质的贴身衣物,却 依然 ...
Can Ouster Tap $20B Automotive LiDAR Boom With Scalable Solutions?
ZACKS· 2025-07-10 16:16
Key Takeaways OUST targets a $20B LiDAR market, spanning robotaxis, EVs, ADAS and autonomous commercial vehicles. Scalable hardware-software platforms and OEM partnerships position OUST for long-term automotive growth. Estimates for OUST's 2025 and 2026 earnings and revenues have moved higher over the past 60 days.Ouster Inc. (OUST) has identified a $20 billion opportunity in the automotive LiDAR market across segments such as robotaxis, autonomous trucking, shuttles, buses and consumer ADAS. This growth ...
速干衣到底是黑科技还是智商税?
36氪· 2025-07-07 14:03
以下文章来源于答案如下 ,作者答案如下 答案如下 . 复杂的世界,总有一个答案。 室外温度36度,刚出门两分钟你就已经浑身是汗,更难受的是湿透的纯棉短袖紧紧贴在身上,又闷又黏,腋下、后背明显的汗渍更是让你尴尬万分。 打开购物软件,你准备购入一件夏季战衣,发现首页有很多速干衣推荐,商家们把自己的产品描述得天花乱坠。 这些速干衣真的有如此奇效吗? 无论是优衣库39块钱的纯棉T恤、Muji标价248元的汉麻衬衫还有网购热门的美利奴羊毛短袖,这些衣服的材质都是天然纤维,它们的吸湿性很好 [1] 。 但缺点在于,吸湿后天然纤维会迅速膨胀,挤走了原来存在于织物间隙中的空气,也进一步影响了汗液的散失,无法迅速扩散蒸发的汗液留存在衣服上,就 会给你带来又黏又湿的感觉 [2] 。 一般而言,衣物吸收的汗液会沿纱线间或单纤维间的毛细管向四周扩散。液体会在细管状物体内侧由于自身内聚力与管壁间附着力的差异克服地心引力而上 升 [3] ,就像纸巾一角碰到水,水就会自己往上爬一样。 纯棉短袖, 你真是让我汗流浃背了。 文 | 小羊 章鱼 编辑 | 懒羊羊 来源| 答案如下 (ID:theanswer63) 封面来源 | unsplas ...
外媒爆:乌克兰向德国提交数十亿欧元“秘密军备清单”,多方信源证实存在
Huan Qiu Wang· 2025-07-07 12:01
【环球网报道 记者 赵建东】乌克兰媒体"RBC-Ukraine"援引德国《图片报》6日披露,乌克兰已向德国提交价值数 十亿欧元的"秘密军备清单"请求,涵盖防空系统、弹药及装甲工程车辆等关键装备。尽管德国国防部以"军事安全 原因"拒绝证实相关清单存在,但多方信源均证实这份非公开"秘密清单"真实存在。 报道称,德国自身也在加强国防建设。柏林正考虑斥资逾250亿欧元采购2500辆装甲战车和1000辆主战坦克,以配 合北约组建新作战旅威慑俄罗斯。报道还称,今年德国对乌军援预算已从71亿欧元增至83亿欧元,这为防长皮斯 托里乌斯满足乌方部分请求提供了财政空间。 乌媒称,"秘密清单"中的200套地面监视雷达需求或将超额兑现。根据报道,德方此前承诺提供100套,后来防长 皮斯托里乌斯向议员们透露,德国计划向乌克兰交付总量达1100套雷达。此外,还有两套"爱国者"发射装置待售, 目前正等待获批。 乌媒报道称,自默茨政府上台以来,德国已停止向外公开披露援乌武器细节。同样,乌克兰政府也拒绝公开德国 军援的相关数据。虽然德国政府以安全担忧为由,拒绝公开上述清单的敏感细节,但是军方和政界消息人士均证 实了这份"秘密清单"存在。 责任 ...
Xencor (XNCR) 2019 Earnings Call Presentation
2025-07-03 13:58
XmAb® Antibody Therapeutics Antibodies by Design™: May 2019 Forward-Looking Statements Certain statements contained in this presentation, other than statements of historical fact, may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements regarding Xencor's development plans and timelines; potential regulatory actions; expected use of cash resources; the timing and results of clinical trial ...
Notified在2025年香港投资者关系协会(HKIRA)IR颁奖大会上聚焦AI与整合型IR通信枢纽
Globenewswire· 2025-07-02 08:29
香港, July 02, 2025 (GLOBE NEWSWIRE) -- 领先的投资者关系(IR)及公共关系(PR)通信技术供应商Notified荣幸地以钻石赞助商身份,参与了上星期五(6月27日)在香港港丽酒店举行的香港投资者关系协会(HKIRA)第十一届IR颁奖大会暨午餐会。本次盛会汇聚了行业领袖、上市公司及IR专业人士,共同探讨与表彰投资者关系领域的卓越实践与创新。 点击此链接,观看本公告附带的媒体片段。 活动的一大亮点是Notified亚太区总监Melanie Morfill的主旨演讲。凭借20余年的行业经验及服务全球客户的深刻洞察,Melanie深入剖析了IR通信领域不断变化的格局。她强调,IR团队亟需打破部门壁垒,适应分散的数字受众环境,并善用技术突破信息过载的困扰。 Melanie表示:“当前,信息突破的难度前所未有。受众分散于各类数字平台,注意力日益碎片化,信任基础也面临挑战。最有效的沟通者往往是那些能够迅速适应变化、整合IR与PR职能、并借助数据驱动洞察掌握自身叙事的团队。Notified致力于赋能团队,通过战略性与可信的沟通,推动商业领导力与成果落地。” 继近期发布全新一站式IR通信 ...
Must-Watch EV and AV Stocks to Supercharge Your Portfolio
ZACKS· 2025-06-26 14:56
An updated edition of the March 13, 2025 article.Electric and autonomous vehicles are no longer just the future—they’re quickly becoming the present. Per BloombergNEF, global electric vehicle (EV) sales are expected to hit nearly 22 million this year, a sharp 25% jump from last year. One in every four cars sold this year will be either fully electric or a plug-in hybrid. And a big part of this boom is happening in China, which is expected to account for nearly two-thirds of all EV sales. Europe and the Unit ...
快讯|人形机器人系统进入美国课堂;NAU推出开源外骨骼框架;俄罗斯拆弹机器人量产等
机器人大讲堂· 2025-06-26 08:32
1、 微型机器人有望用于治疗鼻窦炎 来自香港中文大学与广西、深圳、江苏、扬州和澳门大学学者的最新合作研究发表在《科学机器人》杂志 上。研究人员称,可以部署大量微型机器人,用于治疗顽固的鼻窦感染,机器人可以通过纸巾吸入鼻子, 因为这些微型机器人的宽度仅为人类头发的几分之一,目前该研究已在临床前试验中成功将其插入动物鼻 窦。机器人群落通过穿过鼻孔的导管注入鼻窦腔,并通过电磁力引导至目标,在那里它们会被加热并催化 化学反应,从而消灭细菌感染。人们希望这种精准靶向技术最终能够减少人们对抗生素和其他通用药物的 依赖。专家认为,这些药物有望在五到十年内应用于临床治疗膀胱、肠道和鼻窦感染。 2、 NAU研究人员发布开源外骨骼框架 北亚利桑那大学(NAU)的研究人员希望未来残疾人能够借助机器人腿自行行走。该大学发布了一款开源 机器人外骨骼,以加速其研发。这个名为OpenExo的开源系统提供了构建单关节或多关节外骨骼的全面说 明,包括设计文件、代码和分步指南。任何人都可以免费使用。研究人员表示,目前,开发外骨骼机器人 复杂的机电系统成本高昂且耗时,这很可能导致许多研究在启动之前就夭折。但北亚利桑那大学副教授扎 克·勒纳的生物机 ...
Onto Innovation(ONTO) - 2024 Q1 - Earnings Call Presentation
2025-06-25 09:23
Onto Innovation Investor Presentation Q1 2024 Safe Harbor The information presented herein contains forward-looking statements that relate to anticipated future operating results and performance. These statements are only predictions based on management's current expectations and assumptions, including market size and forecasted growth, Total Available Market (or "TAM"), Served Available Market (or "SAM") and revenue estimates, and necessarily involve risks and uncertainties. We do not assume any obligation ...