Shares of Semtech Corp SMTC were down 5.8% at last check on Wednesday, despite the company’s upbeat first-quarter results.Here are some key analyst takeaways.Stifel analyst Tore Svanberg reiterated a Buy rating, while raising the price target from $42 to $45.Piper Sandler analyst Harsh Kumar maintained an Overweight rating and price target of $55.Roth Capital Partners analyst Scott Searle reaffirmed a Buy rating and price target of $65.Cantor Fitzgerald analyst Quinn Bolton maintained a Buy rating and price ...

NVIDIA Corporation NVDA was one of the most talked-about stocks on Wednesday and that will likely continue throughout the week. The company is set to report its first-quarter financial results after market close.In a new poll, Benzinga viewers predict whether the company will beat or miss analysts’ revenue and earnings per share estimates.Benzinga Poll Predictions: Analysts expect Nvidia to report first-quarter revenue of $43.54 billion, up from $26.04 billion in last year’s first quarter, according to data ...

Spruce Point Capital Management has announced a new short position against Tempus AI Inc. TEM. On Wednesday, the short seller raised concerns about the company’s management team.What To Know: Tempus AI shares are tumbling Wednesday morning. Shortseller Spruce Point targeted the Chicago-based company in a new report titled “The Tempest Surrounding Tempus AI.”The firm blasted Tempus AI founder and CEO Eric Lefkofsky‘s past. Lefkofsky and his partner Brad Keywell, Spruce says, have a history of promoting disru ...

临床试验进展 - 关键要点1 GSK与Spero Therapeutics宣布tebipenem HBr针对复杂性尿路感染(cUTI)的3期PIVOT-PO试验因疗效显著提前终止 独立数据监测委员会(IDMC)基于1690名患者的期中分析结果作出建议 [1] - 关键要点2 试验达到主要终点 口服tebipenem HBr在总体疗效(临床治愈+微生物清除)上不劣于静脉注射亚胺培南-西司他丁 未发现超出既往研究的新安全性问题 最常见不良反应为腹泻和头痛 [3] 产品价值与市场潜力 - 关键要点1 若获批 tebipenem HBr将成为美国首个治疗cUTI的口服碳青霉烯类抗生素 可补充GSK抗感染产品线并应对抗菌素耐药性(AMR)挑战 [2] - 关键要点2 美国每年约290万例cUTI病例 当前标准治疗依赖静脉注射碳青霉烯类抗生素 该药物开发获得美国卫生与公众服务部等联邦机构资金支持 [5] - 关键要点3 耐药性感染导致美国每年医疗成本超60亿美元 目前口服治疗方案有限 [4] 公司战略与合作 - 关键要点1 GSK计划2025年向美国监管机构提交申报资料 这是继2022年gepotidacin后 公司第二个因疗效提前终止的3期抗感染项目 [4][6] - 关键要点2 2022年9月GSK与Spero达成独家许可协议 在除部分亚洲地区外的全球市场开发tebipenem HBr [7] 资本市场反应 - 关键要点1 消息公布后Spero股价单日暴涨245.89% GSK股价微跌0.33%至39.32美元/股 [1][7] 行业动态关联 - 关键要点1 2024年3月FDA已批准GSK的Blujepa(gepotidacin)用于治疗女性及青少年单纯性尿路感染(uUTI) [6]

On Friday, the U.S. Food and Drug Administration (FDA) approved Liquidia Corporation's LQDA Yutrepia (treprostinil) inhalation powder, a prostacyclin analog for adults with pulmonary arterial hypertension (PAH) and pulmonary hypertension associated with interstitial lung disease (PH-ILD) to improve exercise ability.In August 2024, the FDA issued tentative approval of Yutrepia for the PAH and PH-ILD indications.Liquidia shares fell 5.2% to trade at $14.80 on Wednesday.These analysts made changes to their pri ...

InflaRx N.V. IFRX on Wednesday announced that the Independent Data Monitoring Committee (IDMC) conducting the unblinded interim analysis for the Phase 3 trial for vilobelimab in pyoderma gangrenosum (PG) recommended that the trial be stopped due to futility.Pyoderma gangrenosum is a rare, chronic skin condition characterized by painful, necrotic ulcers that often appear on the legs.The recommendation was based on data analysis of the first 30 patients enrolled in the study, with no unexpected adverse events ...

On Tuesday, Salesforce, Inc. CRM officially agreed to acquire Informatica Inc. INFA for approximately $8 billion in equity value, net of Salesforce's current investment in Informatica.Under the terms of the agreement, holders of Informatica's Class A and Class B-1 common stock will receive $25 in cash per share.Upon close, Salesforce plans to rapidly integrate Informatica's technology stack including data integration, quality, governance, and unified metadata for Agentforce, and a single data pipeline with ...

Nvidia Corp NVDA is charging into its first-quarter earnings report on Wednesday with strong technical momentum, but investors might want to buckle up. Wall Street is expecting the company to report 88 cents in earnings on $43.21 billion revenue for the quarter, as it reports after market hours.While the charts are flashing bullish signals, Wall Street is bracing for what could be a messy quarter, driven not by a lack of demand—but by supply chain snarls tied to China's restrictions and the high-profile H20 ...

Thermo Fisher Scientific Inc. TMO is currently navigating a rare and telling phase in its journey through the Adhishthana Cycle. The stock is in its 18th Phase, simultaneously on both the weekly and monthly charts, a unique alignment that brings a powerful cyclical signal. Yet, while this convergence might appear synchronistic, the behavior across these timeframes paints two vastly different narratives.Where Are We in the Cycle?Fig.1 TMO Adhishthana Phases (Source: Adhishthana.com)TMO is now in the 18th and ...

Macy's Inc. M on Wednesday revised its annual outlook on initial and current tariffs, some moderation in consumer discretionary spending, and a heightened competitive promotional landscape. Macy's reported adjusted earnings of 16 cents per share, beating the consensus of 14 cents. Macy's lowered fiscal 2025 adjusted earnings per share from $2.05-$2.25 to $1.60-$2.00 compared to the consensus of $1.93. Still, the retail giant affirmed its 2025 sales guidance of $21 billion-$21.4 billion versus the consensus ...