点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 编辑丨 机器之心 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 人形机器人作为用于复杂运动控制、人机交互和通用物理智能的多功能平台，正受到前所未有的关注。然而，由于其复杂的 动力学、欠驱动和多样化的任务需求，实现高效的人形机器人全身控制 (Whole-Body Control，WBC) 仍然是一项根本性的挑 战。 虽然基于强化学习等方法的控制器在特定任务中展现出优越的性能，但它们往往只具有有限的泛化性能，在面向新场景时需 要进行复杂且成本高昂的再训练。为了突破这些限制，行为基础模型（Behavior Foundation Model，BFM）应运而生，它利 用大规模预训练来学习可重用的原始技能和广泛的行为先验，从而能够零样本或快速适应各种下游任务。 来自香港理工大学、逐际动力、东方理工大学、香港大学和 EPFL 等知名机构的研究者合作完成题为 《A Survey of Behavior Foundation Model: Next-Generatio ...

人形机器人作为用于复杂运动控制、人机交互和通用物理智能的多功能平台，正受到前所未有的关注。然而，由于其复杂的 动力学、欠驱动和多样化的任务需求，实现高效的人形机器人全身控制 (Whole-Body Control，WBC) 仍然是一项根本性的挑 战。 虽然基于强化学习等方法的控制器在特定任务中展现出优越的性能，但它们往往只具有有限的泛化性能，在面向新场景时需 要进行复杂且成本高昂的再训练。为了突破这些限制，行为基础模型（Behavior Foundation Model，BFM）应运而生，它利 用大规模预训练来学习可重用的原始技能和广泛的行为先验，从而能够零样本或快速适应各种下游任务。 来自香港理工大学、逐际动力、东方理工大学、香港大学和 EPFL 等知名机构的研究者合作完成题为 《A Survey of Behavior Foundation Model: Next-Generation Whole-Body Control System of Humanoid Robots》 的长文综述，首次聚焦行为基础模型在 人形机器人全身控制中的应用。 该综述系统性地梳理了当前 BFM 的最新进展，从预训练（Pre- ...

Core Insights - Traws Pharma is advancing its antiviral pipeline with multiple regulatory submissions for tivoxavir marboxil (TXM) and ratutrelvir, targeting seasonal and bird flu as well as COVID-19 [1][2][3] Group 1: Tivoxavir Marboxil (TXM) - A Phase 2 study protocol has been submitted to evaluate TXM in patients with seasonal influenza and H5N1 bird flu, aiming for a non-inferiority comparison with XOFLUZA® [2][3] - The study will enroll subjects in Australia and Southeast Asia, regions with high rates of human bird flu infections, to assess TXM's efficacy [2][3] - Traws Pharma is in discussions with the FDA regarding accelerated approval pathways for TXM under the Animal Rule [4][3] - TXM is designed as a single-dose oral treatment with demonstrated in vitro activity against various influenza strains, including H5N1 [8] Group 2: Ratutrelvir - A separate Phase 2 study protocol has been submitted for ratutrelvir, a protease inhibitor for newly diagnosed COVID patients, comparing it to PAXLOVID [4][6] - The study will evaluate a 10-day treatment regimen for ratutrelvir against the 5-day regimen for PAXLOVID, focusing on efficacy, safety, disease rebound, and Long COVID incidence [4][5] - Ratutrelvir is positioned as a ritonavir-independent treatment, potentially broadening its use among patients ineligible for PAXLOVID [9][6] Group 3: Market Potential - The seasonal influenza antiviral market represents a multi-billion dollar opportunity, driven by global health organizations and potential pandemic outbreaks [8] - The COVID-19 treatment market also presents significant potential, with ratutrelvir aiming to address gaps in existing therapies [9]

Xperi shareholders have the important opportunity to vote in support of Xperi management and incumbent directors as they continue to execute our revitalized strategy as a new independent company 2 Executing a Multi-Year Transformation to Drive Long-Term Shareholder Value M A Y 2 , 2 0 2 4 What is This Proxy Fight About? Xperi recommends that shareholders vote for the incumbent slate of directors at the 2024 Annual Meeting ▪ Xperi is a leading product-focused entertainment technology company, creating extrao ...

Paysafe (PSFE) Conference June 10, 2025 02:40 PM ET Speaker0 Matthew Inglis. I'm on the fintech equity research team here at RBC, and I'm happy to have with us or with me John Crawford, CFO of PaySafe. John, thanks for being here today. Really appreciate it. Speaker1 Thanks for having me. Speaker0 So for those in the room maybe not so familiar with Paysafe, can Speaker1 you provide an overview of the company and maybe what end markets you serve between the digital wallet and merchant acquiring businesses? S ...

Evolent Health (EVH) FY Conference Summary Company Overview - **Company**: Evolent Health (EVH) - **Industry**: Healthcare Services, specifically focusing on oncology, cardiology, and musculoskeletal (MSK) conditions - **Key Executives**: Seth Blackley (CEO), John Johnson (CFO) Core Points and Arguments 1. **Market Dynamics**: The healthcare market has faced significant headwinds, including MA plans exiting markets and Medicaid redetermination affecting customer coverage. Despite these challenges, there is a strong demand for Evolent's solutions, indicating a positive long-term growth outlook [3][4] 2. **Oncology Focus**: Evolent's primary focus is on oncology, which is a critical area as 40% of individuals will be diagnosed with cancer in their lifetime. The company aims to improve the accuracy of cancer diagnoses and treatment plans from 65% to 85% adherence to evidence-based medicine [7][8][9] 3. **Customer Base**: Evolent's main customers include major insurance companies such as Humana, Centene, and Molina. The company helps these insurers manage quality and adherence to treatment protocols [10][11] 4. **Operational Scale**: Evolent employs 4,500 staff, including 1,500 clinical professionals and 350 physicians, conducting 8 million case reviews annually in oncology and related fields [12] 5. **Cost Reduction**: Evolent's interventions typically lead to a 20% reduction in total costs over three years, although some cases may result in higher costs due to more effective treatments being recommended [18][19] 6. **Revenue Potential**: Evolent currently generates approximately $2 billion in revenue, with a cross-sell opportunity of $50 billion among existing clients, representing one-third of the total addressable market (TAM) of $150 billion [22][23] 7. **Sales Pipeline**: The weighted sales pipeline has more than doubled over the past year, driven by increasing demand for oncology solutions [25] 8. **Clinical Decision Support**: Evolent utilizes AI and clinical decision support to enhance treatment plans, ensuring adherence to best practices and improving patient outcomes [26][29] 9. **Provider Alignment**: The company engages in peer-to-peer consultations and provides financial incentives to physicians to encourage adherence to evidence-based practices [36][38] 10. **Technology Integration**: Evolent has launched a patient navigation app to assist patients in managing their symptoms and connecting with healthcare professionals [39] Additional Important Insights 1. **Market Challenges**: The managed care market has faced significant challenges, with the current underwriting cycle being particularly difficult. Evolent is focused on margin expansion and improving operational efficiency through automation and AI [45][48] 2. **Alternative Payment Models**: Evolent employs alternative payment models to align incentives between payers and providers, ensuring that oncologists are compensated fairly while reducing overall treatment costs for patients [57][62] 3. **Future Outlook**: The company is optimistic about growth, targeting over 15% organic top-line growth, with less than 5% market share in a vast market of cancer cases [43][44] 4. **Focus on Balance Sheet**: Evolent is prioritizing deleveraging and improving its balance sheet, aiming to reduce leverage ratios over time [53] This summary encapsulates the key points discussed during the Evolent Health FY Conference, highlighting the company's strategic focus, market opportunities, and operational insights.

Core Viewpoint - Traws Pharma is advancing the development of tivoxavir marboxil (TXM) as a treatment for bird flu and seasonal influenza, with recent FDA feedback guiding their regulatory strategy and clinical study plans [1][2][3]. Group 1: FDA Interaction and Development Plans - The FDA provided written responses regarding the development paths for TXM, including the potential use of the Animal Rule for approval [1][2]. - Traws Pharma is requesting a Type D meeting with the FDA to clarify next steps in the development process for TXM [2]. - The company aims to conduct a combined clinical study involving subjects infected with seasonal and bird flu [2]. Group 2: Therapeutic Efficacy and Urgency - Positive therapeutic effects of TXM have been observed in three animal models of bird flu, reinforcing the need for rapid progression towards stockpiling and pandemic readiness [3]. - Traws Pharma has initiated discussions with the Biomedical Advanced Research and Development Authority (BARDA) for stockpiling TXM in preparation for potential pandemics [3]. - The historical context of H5N1 virus outbreaks, which have had death rates up to 50%, underscores the urgency of these actions [3]. Group 3: Product Overview and Market Opportunity - TXM is an investigational oral small molecule designed as a single-dose treatment for bird flu and seasonal influenza, showing potent in vitro activity against various influenza strains [4]. - The seasonal influenza market represents a multi-billion dollar opportunity, driven by global health organizations and government tenders, with additional potential from pandemic outbreaks [4]. - The data supporting TXM's development as a treatment for both bird flu and seasonal flu is considered robust [4].

Core Insights - Traws Pharma is advancing two investigational antiviral therapies: tivoxavir marboxil (TXM) for bird flu and seasonal flu, and ratutrelvir for COVID-19, including Long COVID [2][3][4] - The company aims to accelerate the approval process for these therapies through regulatory interactions, including a briefing submitted to the FDA for TXM [3][4] - Financial results indicate a net income of $21.5 million for Q1 2025, primarily due to a change in fair value of warrant liability, contrasting with a net loss of $5.0 million in Q1 2024 [6][9] Product Development - **Tivoxavir Marboxil (TXM)**: - A single-dose investigational CAP-dependent endonuclease inhibitor targeting H5N1 bird flu and seasonal flu, with a multi-billion dollar market opportunity [4][12] - Recent studies show significant antiviral activity, including reduced viral burden in animal models [4][10] - Preparations for FDA discussions regarding accelerated approval are ongoing [10] - **Ratutrelvir**: - An investigational oral Main protease inhibitor for acute COVID treatment, with potential to prevent COVID rebound and Long COVID [5][10] - Preclinical studies indicate potent suppression of resistant virus and favorable pharmacokinetic profiles [10][13] Financial Overview - As of March 31, 2025, Traws Pharma had approximately $15.9 million in cash and equivalents, down from $21.3 million at the end of 2024, sufficient to support operations into Q1 2026 [6][21] - Revenue for Q1 2025 was $57,000, slightly up from $56,000 in Q1 2024 [6][24] - R&D expenses increased to $2.5 million in Q1 2025 from $1.9 million in Q1 2024, reflecting heightened investment in virology programs [7][24] - General and administrative expenses decreased to $2.8 million in Q1 2025 from $3.4 million in Q1 2024 [8][24] Management Updates - Iain D. Dukes was appointed Interim CEO following the retirement of Werner Cautreels [5] - Jack Stover was named Chairman of the Board on April 15, 2025 [5]

Group 1: Company Performance and Outlook - Paysafe reported a 4% dip in revenue, with organic revenue growth of 5% [1] - CEO Bruce Lowthers anticipates lower growth rates and margin profiles in the first half of the year, but expects acceleration in the second half due to existing contracts and product initiatives [2] - The company is focusing on its digital wallet platform, which has evolved into a unified platform for two primary segments [2] Group 2: Market Opportunities in Latin America - Paysafe is optimistic about growth opportunities in Latin America, expecting "low double digits, mid-teen double-digit growth" as the year progresses [4] - The region is experiencing a significant shift towards digital payments, with mobile wallets and real-time payment systems gaining traction [5] - Cash transactions have decreased from 67% of in-store transaction value in 2014 to 25% in 2024, while digital payments in eCommerce rose from 14% to 48% in the same period [6]

Paysafe (PSFE) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Trevor Williams - Managing DirectorKirsten Nielsen - Head, Investor RelationsBruce Lowthers - CEO & Executive DirectorJohn Crawford - Chief Financial OfficerDarrin Peller - Managing DirectorTimothy Chiodo - Managing DirectorMatthew Inglis - Equity Research Senior Associate Conference Call Participants Andrew Harte - Director & FinTech AnalystJamie Friedman - Senior FinTech and IT Services Research Analyst Operator Greetings. ...