Readers who have followed my work know that I'm committed to the fundamentals of the companies that I own/cover. That's because, when the dust settles, fundamentals are what drive total returns.Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This ...

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields .We last compared Agree Realty Corporation (NYSE: ADC ) and Realty Income Corporation (NYSE: O ) almost exactly one full-term baby back and told you in no uncertain terms that Realty Income was the clear winner.Trapping V ...

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields .We last compared Agree Realty Corporation (NYSE: ADC ) and Realty Income Corporation (NYSE: O ) almost exactly one full-term baby back and told you in no uncertain terms that Realty Income was the clear winner.Trapping V ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Companies with a long history of paying dividends and consistently hiking them remain appealing to income-focused investors. Agree Realty, Open Text, and Comcast have rewarded shareholders for years and recently announced dividend increases. These companies currently offer dividend yields of around 3% to 4%. Agree Realty Agree Realty Corp. (NYSE:ADC) is a real estate investment trust that acquires and deve ...

Agree Realty (ADC) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a changi ...

退休年龄影响 - 达到退休年龄具有双重影响 既可能是福也可能是祸 [1] - 美国退休保障体系存在依赖性问题 [1]

Each of these stocks offers something different for a balanced and secure portfolio.Dividend stocks are the cornerstone of a great investment portfolio. The right mix of dividend stocks can provide security for your funds as well as a growing passive income stream, which is why they are even more important for retirees.There are various features that mark a great candidate, and it's unusual to find them all together. A high yield is often the main feature investors look for, but it's not the only thing that ...

公司活动安排 - 首席执行官Ameet Mallik将于2025年9月3日美国东部时间上午9:10参加Cantor全球医疗大会的炉边谈话环节 [1] - 活动网络直播可通过公司投资者关系网站的"活动与演示"页面获取 直播回放将在活动结束后保留约30天 [2] 公司业务定位 - 公司为商业化阶段的抗体药物偶联物(ADC)领域全球领导者和先驱企业 专注于通过ZYNLONTA及早期阶段PSMA靶向ADC产品组合改善患者治疗 [3] - 总部位于瑞士洛桑 在伦敦和新泽西设有运营机构 具备从临床到生产及商业化的专业能力 [5] 核心产品进展 - ZYNLONTA(loncastuximab tesirine-lpyl)获得FDA加速批准及欧盟委员会有条件批准 用于治疗经过两线及以上系统治疗的复发或难治性弥漫大B细胞淋巴瘤 [4] - ZYNLONTA正与其他药物联合开发并推进至更早期治疗线 除ZYNLONTA外 公司正利用专业优势推进新一代PSMA靶向ADC的IND准备工作 该产品采用差异化基于exatecan的有效载荷及新型亲水性连接子 [4] 产品商业化 - 公司致力于通过ZYNLONTA在美国市场实现收入增长 同时通过合作伙伴在海外市场推进ZYNLONTA商业化及监管批准 [6]

核心观点 - 公司通过“IO 2.0 + ADC 2.0”战略构建具有全球竞争力的下一代肿瘤治疗平台 推动其双特异性抗体药物ivonescimab和cadonilimab在全球范围内的临床开发和商业化 并在自身免疫疾病领域取得重大进展 [2][5][9] - 2025年上半年公司商业销售额净额达到14.016亿元人民币 同比增长49.20% 研发费用为7.312亿元人民币 现金及等价物总额为71.384亿元人民币 [11][12] - 公司核心产品ivonescimab在III期临床试验中显示出显著的总生存期获益 并在8个肺癌和5个其他主要肿瘤适应症中开展注册性/III期试验 [13][18][20] - 公司非肿瘤管线成为重要增长驱动力 ebdarokimab和ebronucimab已获批上市 gumokimab和manfidokimab即将上市 [10][31][35] 商业表现 - 2025年上半年商业销售额净额同比增长49.20% 从2024年同期的9.394亿元人民币增至14.016亿元人民币 [11] - 增长主要驱动因素包括一线适应症获批、国家医保目录纳入以及非肿瘤产品组合的多元化增长 [12] - cadonilimab和ivonescimab被纳入国家医保目录 显著扩大患者可及性并降低自付负担 [12] 研发进展 - ivonescimab在最终OS分析中达到总生存期终点 显示出统计学显著和临床意义的OS获益 [14][15] - 首个全球多中心III期试验(HARMONi)的中期分析显示积极的PFS结果 与中国的HARMONi-A研究高度一致 [16] - ivonescimab在23项注册性/III期试验和20多项II期研究中接受评估 cadonilimab在11项注册性/III期试验中开发 [6][18][20] - 双特异性ADC AK146D1和下一代ADC AK138D1已进入全球早期临床试验 [7][29] 产品管线 - ivonescimab(PD-1/VEGF双抗)专注于一线高发癌症、冷肿瘤和IO耐药适应症 正在8个肺癌和5个其他主要肿瘤适应症进行III期试验 [13][18][20] - cadonilimab(PD-1/CTLA-4双抗)已获批用于复发/转移性宫颈癌、一线宫颈癌和一线胃癌 正在10项全球注册性/III期试验中评估 [22][25] - 自身免疫产品线包括已获批的ebdarokimab(IL-12/IL-23)和ebronucimab(PCSK9) 以及即将上市的gumokimab(IL-17)和manfidokimab(IL-4Rα) [10][31][35] - 公司拥有超过50个创新资产管线 其中24个候选药物已进入临床试验 [36] 国际化进展 - penpulimab获得美国FDA批准 成为公司首个在美国获批的内部研发创新药物 [30] - 与Summit Therapeutics合作推进ivonescimab的全球开发 [21] - 启动cadonilimab首个全球多中心注册研究COMPASSION-36 用于二线肝细胞癌治疗 [25] - 38%的HARMONi试验患者来自欧洲和北美地区 显示跨区域疗效一致性 [16]

行业前景 - 房地产投资信托基金（REITs）可能迎来最佳表现年份 尽管近年来因高利率环境被视为落后板块[1] 投资策略 - 投资表现取决于买入时机 并非所有REITs均受高利率环境影响[1] - 重点关注高质量蓝筹股 BDCs和REITs领域的价值型投资机会[1] - 采用买入持有策略 注重资产质量而非数量 目标在未来5-7年实现股息收入补充退休金[1] 投资机会 - 两只价值型REITs标的可能呈现强劲上涨潜力[1]