Core Viewpoint - The rumors about Hao Su, an associate professor at UCSD, joining Fudan University could significantly impact the landscape of embodied intelligence in China, although there is currently no authoritative confirmation of this news [1][12]. Group 1: Current Situation - There are widespread rumors in the research community regarding Hao Su's potential move to Fudan University, but no concrete evidence has emerged to confirm this [1][12]. - Both Hao Su and Fudan University have not publicly disclosed any information regarding this potential appointment [5][12]. Group 2: Hao Su's Background - Hao Su is a key figure in the ImageNet project and has made significant contributions to 3D vision and robotics, including the development of foundational works like ShapeNet and PointNet [6][10]. - He has a strong academic background, having studied at prestigious institutions and published extensively, with over 133,000 citations to his work [10][11]. Group 3: Potential Impact on Fudan University - If Hao Su joins Fudan, he could attract students and establish a strong research focus on embodied intelligence, an area currently underrepresented in Chinese universities [15][17]. - His expertise could help Fudan build a competitive edge in embodied intelligence by integrating it with existing strengths in computer vision, automation, and engineering [17][18]. Group 4: International Collaboration and Innovation - Hao Su's return could facilitate international projects and collaborations, enhancing Fudan's global presence in the field of embodied intelligence [18]. - His entrepreneurial experience with Hillbot could lead to synergies between academia and industry, accelerating the commercialization of technologies in robotics and automation [19][21]. Group 5: Challenges and Considerations - The potential hiring of Hao Su involves various challenges, including institutional support, resource allocation, and team integration [22][24]. - Fudan's commitment to making embodied intelligence a core strategic focus will be crucial for successfully leveraging Hao Su's expertise [24].

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Summary of Edwards Lifesciences (EW) Conference Call Company Overview - **Company**: Edwards Lifesciences (EW) - **Industry**: Medical Devices, specifically focusing on heart valve technologies and related innovations Key Points and Arguments Financial Performance and Guidance - **Q4 and Q1 Performance**: Strong performance in Q4 and Q1, maintaining guidance for 2025 with revenue growth expected between 8% to 10% and EPS between $2.4 to $2.5 [5][11] - **Long-term Growth Commitment**: Aiming for double-digit growth (10%+) starting in 2026, with EPS growth expected to outpace revenue growth [11][12] Product Innovations and Market Opportunities - **TAVR (Transcatheter Aortic Valve Replacement)**: Early approval for TAVR expected to drive multi-year growth opportunities; significant patient benefits anticipated from new technologies [6][30] - **EVOQUE Technology**: CE Mark approval for the first transcatheter mitral replacement in Europe; strong data presented on Resilia technology [6][7] - **Emerging Opportunities**: Acquisition of Jesse Medical and ongoing pivotal studies in heart failure technologies [7][8] Supply Chain and Tariff Impact - **Supply Chain Resilience**: Global supply chain footprint is robust, with minimal impact from tariffs; the company is well-protected against tariff fluctuations [13][14][16] - **Tariff Impact on EPS**: Estimated impact of tariffs on EPS is around $0.05 per share, with more significant effects expected in 2026 [15] NCD (National Coverage Determination) and Regulatory Environment - **NCD Reopening for TAVR**: Anticipation that CMS will reopen the NCD for TAVR based on solid data and the procedure's established status as standard care [25][26] - **Guideline Changes**: Ongoing policy and guideline changes expected to further support TAVR growth [30][39] Training and Market Penetration - **Training for EVOQUE Centers**: Significant demand for EVOQUE centers; training processes in place to ensure rapid onboarding of new centers [51][55] - **Market Awareness**: Efforts underway to educate physicians on new data and implications for practice, aiming to drive referrals to interventionalists [34][40] Acquisitions and Future Growth - **Strategic Acquisitions**: Recent acquisitions (Endotronic, InnoValve, Jesse Medical) are expected to enhance the company's portfolio and address various heart conditions [61][63] - **Long-term Vision**: Commitment to long-term growth in structural heart disease, with expectations for significant contributions from new technologies [50][62] Additional Important Insights - **Leadership and Execution**: Strong leadership team noted for effective management of financial performance and strategic priorities [20][22] - **Patient-Centric Approach**: Emphasis on patient care and outcomes as a core value of the company, beyond just business metrics [37][59] This summary encapsulates the key discussions and insights from the Edwards Lifesciences conference call, highlighting the company's financial outlook, product innovations, market strategies, and commitment to patient care.