核心事件 - FDA肿瘤药物咨询委员会(ODAC)投票反对Blenrep组合疗法在提议剂量下的总体获益/风险比 [1] - ODAC认为在当前剂量下治疗复发或难治性多发性骨髓瘤成人患者时，治疗风险超过获益 [1] - FDA通常考虑ODAC意见，可能拒绝Blenrep组合在美国的批准 [3] 市场反应 - 消息公布后GSK股价单日下跌4.7% [2] - 2024年初至今GSK股价累计上涨7.8%，同期行业指数下跌0.6% [6] 审批进展 - FDA将于7月23日做出最终决定，ODAC意见提前一周公布 [2][8] - 该组合疗法已在2025年4月/5月获英国和日本批准 [11] - 欧盟及其他国家目前正在审查Blenrep组合的监管申请 [9] 临床数据背景 - 生物制品许可申请(BLA)基于III期DREAMM-7和DREAMM-8研究数据，两项研究均达到无进展生存期(PFS)主要终点 [7] - 2022年11月因DREAMM-3研究失败，Blenrep单药疗法从美国市场撤出，随后欧盟也撤出该单药疗法 [10] 行业比较 - 生物技术板块中Arvinas(ARVN)、Keros Therapeutics(KROS)和Akero Therapeutics(AKRO)位列Zacks排名第一 [12] - Arvinas 2025年每股亏损预估从1.60美元改善至1.51美元，2026年预估从3.28美元收窄至2.98美元 [13] - Keros Therapeutics 2025年每股亏损预估从0.79美元大幅改善至0.29美元 [14] - Akero Therapeutics股价年内上涨95.3%，2025年每股亏损预估从4.00美元微调至3.96美元 [15]

Key Takeaways ENPH is set to report Q2 2025 results on July 22, with EPS estimated at 62 cents. ENPH expanded in Europe with IQ Battery 5P, IQ8 Microinverters and smart energy solutions across key markets. Tariffs on Chinese imports may trim ENPH's gross margin by 2%, though pre-tariff inventory softens the impact.Enphase Energy, Inc. ((ENPH) is scheduled to report second-quarter 2025 results on July 22, 2025, after the closing bell.Enphase Energy reported a negative earnings surprise in three of the trai ...

分析师背景 - 分析师自2005年起在莫斯科交易所作为私人交易员开始交易 自2010年起成为金融市场分析师 [1] - 曾在俄罗斯和乌克兰的多家经纪公司担任分析师 2018年后主要在乌克兰工作 [1] - 为乌克兰主要财经媒体工作 负责向乌克兰读者报道全球市场 [1] - 专长领域包括宏观经济和整体市场趋势 对历史和哲学也有研究兴趣 [1] - 教育背景为雅库茨克国立大学经济学专业 但主要依靠自学 [1] 文章性质 - 本文是对5月关于Alphabet公司(Google)文章的补充 不涉及财务分析 [1] - 分析师将Seeking Alpha视为职业发展的新台阶 是从区域市场走向全球市场的机会 [1] 披露信息 - 分析师目前未持有任何提及公司的股票或衍生品头寸 [2] - 未来72小时内可能通过购买股票或看涨期权等方式建立GOOG的多头头寸 [2] - 文章仅代表分析师个人观点 未获得除Seeking Alpha外的任何报酬 [2] - 分析师与文中提及的任何公司均无业务关系 [2]

原油价格走势 - 西德克萨斯中质原油(WTI)价格目前交易在每桶68美元以上，接近70美元 [1] - 中东紧张局势升级支撑了原油价格上涨 [1] ConocoPhillips(COP)业务分析 - 公司在美国本土和国际市场拥有低成本资源，尤其在美国Lower 48地区(包括Permian Basin、Eagle Ford和Bakken等主要页岩区)资源储备充足 [2] - 当前油价显著高于公司主要运营区域的盈亏平衡价格，对公司整体业务极为有利 [3] - 公司2025年盈利预期因油价持续高于盈亏平衡水平而被上调 [7] 其他能源公司业务影响 - 埃克森美孚(XOM)在Permian盆地和圭亚那近海拥有大量油气资源，产量增长支撑上游业务 [4] - EOG Resources在美国本土和特立尼达拥有原油储备，在美国主要页岩区运营良好 [5] COP财务表现与估值 - 公司股价过去一年下跌16.3%，优于行业平均19.1%的跌幅 [6] - 公司EV/EBITDA为5.17倍，低于行业平均11.07倍 [9] - Zacks对COP 2025年盈利的共识预期在过去7天内被上调 [11]

Key Takeaways AEVA is launching North American production lines to make 200,000 4D LiDAR units annually. The move supports its exclusive LiDAR supply role for Daimler Truck's self-driving unit, Torc Robotics. Initial trucks with AEVA's sensors are already on Texas roads, with mass output slated for 2026-2027.Aeva Technologies (AEVA) is taking a big step to get ready for the world of self-driving vehicles. The company plans to significantly increase its ability to make LiDAR sensors, which are like the "ey ...

American Express (AXP) came out with quarterly earnings of $4.08 per share, beating the Zacks Consensus Estimate of $3.86 per share. This compares to earnings of $3.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.70%. A quarter ago, it was expected that this credit card issuer and global payments company would post earnings of $3.45 per share when it actually produced earnings of $3.64, delivering a surprise of +5.51%.Ov ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSM ) is the market leader in the foundry industry, with a 67.6% revenue market share. Most importantly, the company holds over 90% of the market share in the manufacturing of AI chips.Royston Roche has over a decade of experience in the capital markets. He started his career with Infosys BPM., where he worked for its clients BNY Mellon and Deutsche Bank. Later, he worked with various investors, research companies, and investment firms like Tech Insider Netw ...

The Zacks Automotive - Retail and Wholesale - Parts industry is holding up well, thanks to a mix of supportive trends. With many Americans opting to extend the life of their cars, the aging fleet continues to act as a tailwind for the industry’s long-term expansion. At the same time, vehicles are getting more complex, pushing many drivers to rely on professionals, thus giving a lift to the DIFM segment. Parts retailers are also expanding aggressively and going digital to better serve customers and drive eff ...

Bank First Corporation (BFC) came out with quarterly earnings of $1.71 per share, missing the Zacks Consensus Estimate of $1.8 per share. This compares to earnings of $1.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.00%. A quarter ago, it was expected that this company would post earnings of $1.62 per share when it actually produced earnings of $1.82, delivering a surprise of +12.35%.Over the last four quarters, the co ...

– EZMEKLY is the first and only therapy to receive marketing authorization in the EU for both adults and children (≥2 years) with NF1-PN, a rare genetic disorder with debilitating symptoms –STAMFORD, Conn., July 18, 2025 (GLOBE NEWSWIRE) -- SpringWorks Therapeutics, Inc., a healthcare company of Merck, announced today that the European Commission (EC) granted conditional marketing authorization for EZMEKLY® (mirdametinib) for the treatment of symptomatic, inoperable plexiform neurofibromas (PN) in pediatric ...