That is where senators grilled RFK Jr. . yesterday about the CO 19 pandemic. Our next guest is looking at the possible public health dangers ahead under Kennedy's leadership.Joining us now, director of the University of Minnesota Center for Infectious Disease Research, Dr. . Michael Osterhome. He's out with a new book, The Big One: How We Must Prepare for Future Deadly Pandemics.Dr. . Osterhome, it's great to have you back with us. You were so instrumental in guiding us through the pandemic through all thos ...

Core Insights - Novavax is an innovative biotech company focused on vaccine development, having undergone significant transformation post-pandemic to enhance its technology and create value [2][3] - The company has shifted from a single product focus during the pandemic to a more diversified approach, aiming to strengthen its financial position while exploring multiple value creation opportunities [3] Company Overview - Novavax has developed a vertically integrated structure that initially incurred high expenses but also presented substantial opportunities [3] - The leadership team has worked on reducing the expense base, improving the balance sheet, and extending the cash runway while maintaining operational capabilities [3]

Public Health Crisis - Measles cases are at their highest since the disease was declared eliminated in 2000 [1] - The resurgence is directly linked to a lack of vaccinations [1] - Measles spreads rapidly within communities, more contagious than COVID [3] Vaccination Rates and Skepticism - Vaccine skepticism, especially since the pandemic, is a major contributing factor [2] - Vaccination rates have decreased from approximately 95% before the pandemic to 93% after [2] - A 2% decrease in vaccination rates significantly increases the risk of measles outbreaks [3] Health Risks - Measles can cause both acute and long-term health issues [3] - Subacute sclerosing panencephalitis (SSPE) can occur 7-10 years later, especially in children under two, leading to debilitating neurological problems [4] - Measles can result in lifelong health consequences for those infected [4]

InnovationRx: RFK Jr. Purges The Vaccine Advisory Committee https://t.co/CO7M4yxJwE ...

InnovationRx: RFK Jr. Purges The Vaccine Advisory Committee https://t.co/KhLCBDrQBZ https://t.co/KhLCBDrQBZ ...

Investment Rating - The report maintains a positive outlook on cement, copper, and incrementally positive on steel and aluminium, while holding a negative view on coal and lithium [1][9]. Core Insights - Earnings estimates for China commodities have been refreshed, reflecting mark-to-market price changes for 1H25, with target price changes ranging from -13% to +12% [1][9]. - The report highlights a positive outlook for hog pricing/margin in 2H25E due to improved supply discipline [1][9]. Summary by Sector Steel - Earnings forecasts for Baosteel and Angang have been revised up by 1-4% for 2025E, while the loss-making forecast for Maanshan has been cut by 11% [10]. - Maintain Buy on Baosteel with a new target price of Rmb8.8/sh [10]. Coal - The thermal coal market is expected to remain balanced in 2025E, with a decline in demand driven by renewable energy expansion [11]. - Earnings forecasts for Shenhua, Chinacoal, and Yankuang have been cut by 2-11% for 2025E and 10-27% for 2026-27E [12]. Cement - Unit gross profit forecasts for cement have been revised down by Rmb2-6/t for 2025E, but a positive view is maintained for 2H25E due to supply discipline [13]. - Earnings estimates for CNBM, WCC, BBMG-H/A, Conch-H/A, and CRBMT have been cut by 6% to 18% for 2025E [14]. Aluminum - Earnings estimates for Hongqiao have been revised up by 5-27% for 2025-27E, reflecting higher industry spread forecasts [17]. - Maintain Neutral on Hongqiao with a target price of HK$12.5/sh [17]. Copper - The benchmark copper price forecast has been revised to an average of US$4.20/lb in 2025E and US$4.61/lb in 2026E [18]. - Earnings estimates for CMOC-H/A, JXC-H/A, and MMG have been cut by 1-18% for 2025-26E [18]. Lithium - Earnings estimates for Ganfeng, Tianqi, and Yongxing have been cut by 3-4% for 2025E due to lower lithium prices [20]. - Yongxing's 2027E earnings have been cut by 37% based on flat lithium price forecasts [20]. Paper - Earnings forecasts for ND Paper have been revised up by 3-4%, while Sunpaper's earnings have been cut by 3% [22].

原标题：同种疫苗应该在同一手臂接种吗 在与病毒持续较量的征程中，疫苗是不可或缺的有力武器。但你有没有想过这样一个问题：疫苗是 否需要注射在同一手臂上？这对疫苗效果有影响吗？ 由澳大利亚新南威尔士大学和柯比研究所牵头的科研团队，揭开了一个关于疫苗接种的有趣秘密： 在接种首剂疫苗的同一手臂接种加强针，能让免疫系统更快、更有效地构筑起防御堡垒。 研究中，团队把目光聚焦在了淋巴结这个免疫系统的"训练营"上。在疫苗接种过程中，一种无害的 病原体（即疫苗抗原）会进入人体，紧接着，它会被过滤到淋巴结中。在这里，一群特殊的免疫细胞， 即巨噬细胞，率先被激活。它们如同经验丰富的指挥官，开始引导记忆B细胞各就各位。记忆B细胞是 免疫系统里的"记忆高手"，当同样的病原体再次来袭时，它们能迅速产生抗体进行反击。 利用先进的活体成像技术，团队清晰地观察到，记忆B细胞会迁移到淋巴结的外层，与那里的巨噬 细胞紧紧挨在一起并相互作用。在同一只手臂接种加强针时，这些已经整装待发的被激活的巨噬细胞就 像敏锐的哨兵，能够迅速捕捉到疫苗抗原，然后指挥记忆B细胞快速产生高质量的抗体。于是，一场高 效的免疫防御战就此打响。 随后，小鼠身上的大量实验表明 ...

Core Viewpoint - Phibro Animal Health (PAHC) has experienced a significant share price increase of 87.5% over the past year, outperforming the industry and S&P 500, driven by strong demand across its diversified portfolio, particularly in the Vaccine business and international markets [1][3]. Company Overview - Phibro is headquartered in New Jersey and offers a wide range of products for food animals, including poultry, swine, beef, dairy cattle, and aquaculture, while also producing ingredients for various industries [2]. - The company is focusing on expanding its product offerings in the companion animal sector [2]. Key Factors Behind PAHC's Surge - The surge in share price is attributed to robust demand for animal health products, with the Animal Health segment reporting a 32.5% year-over-year sales growth, driven by a 47% increase in MFA and other product sales [3]. - The acquisition of Zoetis' medicated feed additive product portfolio has expanded Phibro's offerings to over 37 product lines across 80 countries [3]. - The Vaccine business achieved a 12% growth, supported by new poultry products in Latin America and increased demand globally [4]. - Phibro's international sales accounted for approximately 40.4% of total revenues in the fiscal second quarter, highlighting its global growth potential [5]. Financial Estimates - The Zacks Consensus Estimate projects a 62.2% increase in earnings per share (EPS) for fiscal 2025, reaching $1.93, and an 8.7% increase for fiscal 2026, reaching $2.10 [9]. - Revenues for fiscal 2025 are expected to grow by 25.9% to $1.28 billion, with fiscal 2026 projected to reach $1.38 billion, implying a 7.7% increase [9].