今天的一个太平的交流会议正式开始然后我们今天非常荣幸的请到了太平集团董办副总经理吴总然后集团投资管理部的一个张述以及太平受选政法部副总经理何总然后今天非常来非常荣幸请到他们来给大家做一个关于公司经营以及未来展望的一个交流然后这边咱们就正式开始 就是要不先请一下就太平的领导和我们简单介绍一下公司近期近年以来的一个经营情况就可能包括保费然后价值议论投资等等因为就是A股公司可能都发了财报然后咱们太平没有发所以大家对这一块近期的一个经营情况也是比较关注的好的好的谢谢苏总感谢国金证券的邀请和组织各位线上投资者大家好我是中国太平董办的吴伟 我们今天邀请到除了董办的工作人员之外呢还有我们在投资端的集团投资管理部的张鹏处长以及我们在负债端的我们这个太平集团旗下主力子公司太平人寿战略发展部的何玉玲何总可以说是负债端和投资端我们都有邀请了也希望能够和在场的所有投资者有一个坦诚全面的交流 大家可能从近期的这个股票市场也可以关注到太平的港股近期它的上涨势头还挺不错的过往的一个月涨了差不多有30%左右看了一下相关的这个数据那由于和A股是有在披露方面不同 因为啊太平在港股啊我们只是按照监管的要求是发布中期业绩和年度业绩所以可能对于一季度 ...

Business | May 18th 2024 Edition economist.com/the-world-this-week/2024/05/16/business Joe Biden imposed another round of tariffs on Chinese exports to America, most notably increasing the duties on electric vehicles to 100%. America imports relatively few Chinese EVs but Mr Biden suggested his steps were pre-emptive. Chinese carmakers are expanding in Europe, but “We’re not going to let China flood our market,” said the president, with one eye on votes in Michigan, the centre of America’s car industry and ...

C3.ai, Inc. (NYSE:AI) Needham 19th Annual Technology, Media & Consumer Conference May 16, 2024 11:45 AM ET Company Participants Thomas Siebel - Chairman and Chief Executive Officer Conference Call Participants Mike Cikos - Needham & Company Mike Cikos Great. Thank you to everyone for joining us today. I'm Mike Cikos, the lead analyst covering infrastructure software here at Needham as part of our tech conference. I'm pleased to announce that we have with us C3.ai's Chairperson and CEO, Tom Siebel. Tom, than ...

Merck & Co., Inc. (NYSE:MRK) BofA Securities 2024 Health Care Conference May 15, 2024 4:40 PM ET Company Participants Caroline Litchfield - EVP & CFO Conference Call Participants Geoff Meacham - Bank of America Securities Geoff Meacham [Call Starts abruptly] Caroline Litchfield, CFO. Caroline, good to see you. Caroline Litchfield Great to see you again too. Geoff Meacham Thanks for joining. I know we have a list of questions, but maybe just kind of give us the post 1Q highlights and kind of how you see mayb ...

The Cigna Group (NYSE:CI) BofA Securities 2024 Health Care Conference Call May 15, 2024 2:40 PM ET Company Participants Brian Evanko - CFO of The Cigna Group, President and CEO of Cigna Healthcare Hasan Riaz - Lead Principal, Investor Relations Ralph Giacobbe - Head of Investor Relations Conference Call Participants Kevin Fischbeck - Bank of America Kevin Fischbeck All right. I want to thank everyone for joining us today. It's my pleasure to be hosting The Cigna Group. Presenting today, we have Brian Evanko ...

Editas Medicine, Inc. (NASDAQ:EDIT) RBC Capital Markets Global Healthcare Conference Call May 15, 2024 2:05 PM ET Company Participants Gilmore O’Neill - Chief Executive Officer Conference Call Participants Luca Issi - RBC Capital Markets Luca Issi Thanks, everybody. Luca Issi, senior biotech analyst here at RBC Capital Markets. Today is our great privilege to have Editas for us with us with a fireside chat. Representing the company, we have Gilmore O’Neill, Chief Executive Officer. Gilmore thanks so much fo ...

Affirm Holdings, Inc. (NASDAQ:AFRM) Barclays 14th Annual Emerging Payments and FinTech Forum May 15, 2024 2:25 PM ET Company Participants Brooke Major-Reid - Chief Capital Officer Robert O'Hare - SVP, Finance Conference Call Participants Ramsey El-Assal - Barclays Ramsey El-Assal All right. Our next fireside chat of the day is with the Brooke Major-Reid, Chief Capital Officer; and Robert O'Hare, SVP Finance of Affirm. Brooke and Rob, thank you for being here again. Pleased to have you. Brooke Major-Reid Tha ...

Bristol-Myers Squibb Company (NYSE:BMY) Bank of America Global Healthcare Conference 2024 May 15, 2024 2:20 PM ET Company Participants David Elkins – Executive Vice President and Chief Financial Officer Conference Call Participants Geoff Meacham – Bank of America Chen Yang – Bank of America Geoff Meacham I’m Geoff Meacham. I’m the senior biopharma analyst, and I have Charlie from my team on stage with me as well. Welcome to the Bristol-Myers session. So on behalf of Bristol, we have CFO, David Elkins. David ...

AbbVie, Inc. (NYSE:ABBV) Conference Call Summary Company Overview - **Company**: AbbVie, Inc. - **Date**: May 15, 2024 - **Participants**: - Robert Michael - CEO - Roopal Thakkar - SVP, Chief Medical Officer, Global Therapeutics - Jeffrey Stewart - COO - **Industry**: Healthcare, specifically focusing on pharmaceuticals and biotechnology Key Points 1. Growth Platform Performance - The growth platform constitutes 80% of AbbVie's business and is experiencing mid-teens growth, contributing $5.6 billion in growth this year alone [2][3] - The company anticipates robust growth next year, projecting above industry average growth, ultimately aiming for high single-digit compound growth throughout the decade [3][5] 2. HUMIRA Erosion and Management - HUMIRA's revenue declined by approximately $6.5 billion last year and is expected to decline to about $4.5 billion this year [5] - Despite HUMIRA's erosion, AbbVie is returning to growth one year post the U.S. HUMIRA loss of exclusivity (LOE), a feat not achieved by others in the industry [5][13] 3. SKYRIZI and RINVOQ Outlook - SKYRIZI and RINVOQ are performing exceptionally well, with significant market share capture and continued momentum in inflammatory bowel disease (IBD) indications [4][6] - SKYRIZI is expected to receive UC approval mid-year, which will further enhance its growth trajectory [8] - RINVOQ is projected to expand into new indications by 2026-2028, potentially adding several billion dollars in peak revenue [9] 4. Oncology Pipeline Developments - AbbVie is focusing on its ADC (antibody-drug conjugate) pipeline, with promising programs in oncology, including ELAHERE and ABBV-400 [6][19] - The company is entering Phase III trials for ABBV-400 in colon cancer, showing greater depth of response compared to previous treatments [19][20] 5. Part D Benefit Changes - The redesign of the Part D benefit is expected to impact growth, particularly in immunology and oncology, but AbbVie has already factored this into their guidance [11][12] - The company anticipates several points of growth despite the changes, maintaining a robust growth outlook [12][13] 6. Aesthetics Business Recovery - The U.S. toxin market has returned to growth, with mid-single-digit growth observed in the first quarter [44] - AbbVie projects high single-digit growth for its aesthetics business, aiming for over $9 billion by 2029 [45][48] 7. Business Development Strategy - AbbVie is focusing on smaller-sized opportunities that can drive long-term growth, particularly in immunology and oncology [50][51] - The company is committed to maintaining a net leverage of 2x within 2-3 years while pursuing growth opportunities [52] 8. Competitive Landscape in Neuroscience - AbbVie is optimistic about its position in the neuroscience market, particularly with the development of tavapadon for Parkinson's disease [30][32] - The company believes its product profile offers advantages over competitors, enhancing its market share potential [36] 9. Market Dynamics and Share Performance - AbbVie has maintained its market share in the aesthetics segment despite competition from new entrants like DAXXIFY [44] - The company is seeing strong performance in its Juvederm family, contributing to overall share growth [45] 10. Future Growth Drivers - AbbVie is exploring innovative products, including short-acting toxins and regenerative fillers, to drive growth in the aesthetics market [48] - The company is also looking to expand its ADC capabilities and enhance its oncology portfolio through strategic investments [50][51] Conclusion AbbVie is navigating a transitional phase with the erosion of HUMIRA while focusing on its growth platforms, particularly SKYRIZI and RINVOQ. The company is optimistic about its oncology pipeline and aesthetics business recovery, with a strategic focus on smaller, high-potential opportunities for long-term growth.

Warner Bros. Discovery, Inc. (NASDAQ:WBD) MoffettNathanson's Media, Internet & Communications Conference May 15, 2024 1:00 PM ET Company Participants Gerhard Zeiler - President of International Conference Call Participants Robert Fishman - MoffettNathanson Robert Fishman It's Robert Fishman here again, and we are very excited to have a new guest for us and for most here, Gerhard Zeiler at Warner Bros. Discovery. And so instead of me just reading your bio, I thought we'd maybe just kick off with you sharing ...