When it comes to your hard-earned money, you have a lot of choices about where to spend it. If your physician prescribes a new branded drug, though, you and your insurance company have few options.Patent-protected exclusivity is the reason pharmaceutical stocks are known for delivering reliably growing dividend payments. Unfortunately, some of Pfizer's (PFE 1.08%) most important patents are expiring soon.Shares of Pfizer have been beaten down about 60% from their previous peak in 2021. The price is way down ...

BridgeBio has received a $300 million upfront payment, strengthening the Company’s balance sheet, and supporting the launch of Attruby® and ongoing late-stage pipeline programsTransaction monetizes 60% of BridgeBio’s European royalties on the first $500 million of annual BEYONTTRA net sales, with total payments to the investors subject to an initial cap of 1.45xIn the ATTRibute-CM study, acoramidis demonstrated the most rapid benefit seen in any Phase 3 study of ATTR-CM to date in both ATTRv-CM and ATTRwt-C ...

Corporate Presentation April 29th, 2025 Forward Looking Statements and Disclaimer The presentation contains forward-looking statements. Statements made or presented may include statements that are not historical facts and are considered forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Words such as "believe," "anticipate," "plan," "expect," "intend," "will," "may," "goal," "potential," "should," " ...

AI 芯片供需状况的最新梳理 20250613 摘要 尽管年初市场对 AI 算力投资前景存在担忧，但 5 月以来，各国政府互动 增加，地缘政治推动企业加大 AI 投入，海外新建工厂加速 AI 渗透，算 力需求并未紧缩，反而因应用范围扩大和复杂度提升而增长。 OpenAI 与 Google 合作及 Jupiter 公司 TOKEN 调用量指数级增长 （2024 年 5 月 9.7 兆到 2025 年 5 月 480 兆），豆包公司日均调用量 同比增 136 倍至 16.4 万亿，均显示推理需求的投资紧迫性。 国内 H20 禁令下，下半年 RTX Pro 预计陆续交付，国产卡占比提高， 填补算力需求。虽 RTX Pro 仅能推理，但训练算力基本足够。国内有独 特方法论，无需过虑训练算力差距。 TrendForce 预测 2025 年全球服务器出货量达 1,461 万台，同比增长 7%，AI 服务器占比达 15%，规模近 220 万台，同比增长 30%，通用 服务器亦复苏，增长约 4%。 Porsche 预测 2025 年英伟达芯片出货量占市场六成，价值量接近七成。 虽有投片削减和良率担忧，但英伟达未明显调整分配， ...

ALAMEDA, Calif., June 5, 2025 /PRNewswire/ -- Penumbra, Inc. (NYSE: PEN) announced the U.S. Food and Drug Administration (FDA) clearance and launch of the Ruby® XL System, the longest, largest and softest coil on the marketi. The Ruby XL System is designed to help physicians achieve more efficient embolization, potentially reducing radiation exposure, and optimizing outcomes — especially in large vessel and high-flow embolizationii. Penumbra Introduces the Ruby® XL System – the Longest, Largest, and Sof ...

在 Reddit 论坛的热门帖子里，一位开发者分享了戏剧性的经历： 团队用 Rust 重写核心系统， 性能飙升，因为表现得太好， 服务稳定到不需要维护， 反而让管理层觉得"既然这么稳定，那还 要程序员干什么？" 这个故事完美诠释了什么叫 "成功有时候也是一种原罪" 。 一、公司的技术债务 故事发生在疫情期间，公司的技术栈相当传统： 然后公司需要开发一个实时服务来显示用户的在线状态和活动信息。 听起来简单，但麻烦的事情是： 这个服务需要支持 10 万并发用户，还要显示类似 "N 个用户正 在观看演示文稿 X"、"M 个用户在营销展台"这样的实时信息。 团队内部很快达成共识：Ruby 肯定不是最佳选择，然后开始了技术选型的讨论。 二、技术选型大战 负责这个项目的团队提议使用 Rust，但管理层表现得相当谨慎。 开发团队： "我们选 Rust！ " 管理层： "等等，让我们先比较一下..." 3. Node.js ： 单线程限制了性能， 需要分布式部署才能撑住 4. Ruby ：emmm... 垫底 四、投票 于是他们决定写几个概念验证版本：Elixir、Rust、Ruby 和 Node.js 各来一个。（为什么没 ...

Summary of Penumbra (PEN) FY Conference Call - June 03, 2025 Company Overview - **Company**: Penumbra, a medical technology company based in Alameda, California, specializing in thrombectomy and embolization products [5][6] - **Employees**: Over 4,500 [6] - **Market Position**: Penumbra is recognized as a leading player in the VTE (Venous Thromboembolism) market, with significant growth potential [2][3] Industry Insights - **VTE Market Growth**: The VTE market is experiencing a shift towards mechanical thrombectomy products, with a projected market growth of 20% in 2025 and beyond [3][48] - **Competitor Challenges**: One of Penumbra's largest competitors is facing integration issues, presenting an opportunity for Penumbra to capture market share [3] - **Clinical Data Impact**: Upcoming clinical data is expected to influence societal guidelines and increase the adoption of mechanical thrombectomy [3] Product Innovations - **CAPT Platform**: A new CAPT platform for neuro is anticipated to drive growth, similar to previous innovations in VTE [3] - **Thrombectomy Technology**: Penumbra's current technology, CABT (Computer Assisted Vacuum Thrombectomy), enhances the effectiveness of clot removal [14][15] - **Device Efficiency**: Recent advancements have reduced device time for clot removal to as low as two minutes, significantly improving patient outcomes [21][22][26] Financial Performance - **Revenue Growth**: Penumbra has reported over 40% growth in VTE for several quarters, with expectations to maintain this momentum [46][48] - **China Market Impact**: Revenue from China has declined due to tariffs and economic conditions, which could affect overall growth projections [44] Strategic Focus - **Four-Pronged Strategy**: The company aims to focus on innovation, commercial team investment, market access, and margin expansion to drive future growth [33][35] - **Market Access Initiatives**: Penumbra is working with hospitals to demonstrate the clinical and financial benefits of their products, aiming to increase treatment rates for DVT and PE [38][39] Key Takeaways - **Patient Impact**: Penumbra's products are designed to significantly improve patient outcomes, with a focus on treating a larger percentage of potential cases [52][53] - **Long-Term Growth Potential**: The combination of innovative products, market access strategies, and a growing VTE market positions Penumbra for sustained growth in the coming years [3][48][53]

编译 | 郑丽媛 出品 | CSDN（ID：CSDNnews） 还记得 不久前的 那篇《"因为一次成功重写，我们 CTO 彻底封杀了 Rust！"》吗 ？ 当时，许多读者留言称这故事 "离谱"得 像是由 AI 杜撰的，其中就包括了本文的主人公—— 一位 Reddit ID 名为 D rogus 的开发者 ： " 一篇用 AI 生成的帖子 " 、 " 明显是假的 "。 项目背景：一个快速成长的独角兽初创公司 这件事发生在几年前。 那 时， Drogus 刚加入了一家在疫情期间快速成长的独角兽初创公司， 其 主力应用采用 Ruby on Rails 编写， 一些视频处理相关工具则用 Node.js 实现 。 当时，这家公司 并没有使用如 Rust 或 Go 这样高性能的编译型语言。 Drogus 入职几个月后， 公司 便 计划开发一个实时服务，用于显示用户的 在线状态（比如：头像旁 的绿点），以及用户当前的操作行为（例如：有 N 个用户正在看演示 X，有 M 个用户在某个市场展 台内等）。 这个功能本身并不复杂， 只是 考虑到用户增长预期， 初期就 需要支撑起 10 万并发用户 。 虽然这 个规模在技术上 也 不 ...

Core Insights - Acoramidis has shown significant clinical benefits in reducing the incidence of atrial fibrillation (AF) and cardiovascular-related hospitalizations in patients with transthyretin amyloid cardiomyopathy (ATTR-CM) [1][4][5] - The drug has received regulatory approvals in multiple regions, including the U.S. and Europe, indicating its potential as a treatment option for ATTR-CM [1][6] Group 1: Clinical Outcomes - In a post-hoc analysis of the ATTRibute-CM study, acoramidis reduced the annual frequency of cardiovascular hospitalizations (CVH) due to AF/atrial flutter (AFL) by 43% compared to placebo [1][4] - The incidence of new-onset AF/AFL was reduced by 17% in patients with no prior history of AF when treated with acoramidis [1][4] - A 42% reduction in composite all-cause mortality (ACM) and recurrent CVH events was observed at Month 30 relative to placebo [3] - Acoramidis treatment led to a greater than 50% reduction in ACM and CVH in participants with variant ATTR-CM compared to placebo [7] Group 2: Functional Capacity and Quality of Life - Patients with variant ATTR-CM treated with acoramidis showed a clinically significant slower decline in functional capacity and quality of life compared to placebo [7] - At Month 30, the mean difference in the 6-minute walk distance was 86.7 meters in favor of acoramidis (p = 0.0048) [7] - The KCCQ-OS score change from baseline at Month 30 was 20.3 points higher in the acoramidis group compared to placebo (p = 0.0019) [7] Group 3: Regulatory Approvals and Future Directions - Acoramidis is approved as Attruby™ by the U.S. FDA and as BEYONTTRA by the European Commission and other regulatory agencies [1][6] - The company plans to present more data on the benefits of acoramidis for ATTR-CM patients at future medical meetings [6]

Core Insights - The study of acoramidis in the ATTRibute-CM trial indicates that early and sustained increases in serum transthyretin (TTR) levels are associated with improved survival outcomes in patients with transthyretin amyloid cardiomyopathy (ATTR-CM) [1][2][5] - Acoramidis, a near-complete TTR stabilizer, has shown significant clinical benefits, including reductions in all-cause mortality (ACM) and cardiovascular-related hospitalizations (CVH) [1][6][12] Group 1: Clinical Findings - A 5-mg/dL increase in serum TTR level within 28 days of treatment initiation correlates with a relative risk reduction of mortality of up to 31.6% through Month 30 [1][5] - The ATTRibute-CM study is the first to demonstrate a direct link between increased serum TTR and survival in ATTR-CM patients [1][2] - Acoramidis treatment resulted in a mean increase of 9.1 mg/dL in serum TTR levels within 28 days, which was sustained throughout the 30-month treatment period [5][6] Group 2: Statistical Outcomes - The study reported a 42% reduction in composite ACM and recurrent CVH events relative to placebo at Month 30 [4] - A 50% reduction in the cumulative frequency of CVH events was observed relative to placebo at Month 30 [4] - The analysis showed that the early increase in serum TTR levels was associated with reduced ACM, independent of baseline risk factors [5][6][12] Group 3: Regulatory Approvals - Acoramidis is approved as Attruby™ by the U.S. FDA and as BEYONTTRA by the European Commission, Japanese Pharmaceuticals and Medical Devices Agency, and UK Medicines and Healthcare Products Regulatory Agency [1][7] Group 4: Company Overview - BridgeBio Pharma, Inc. focuses on developing transformative medicines for genetic diseases and has a pipeline that includes advanced clinical trials [10]