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Tempus AI's 89% Genomics Surge: Will the Momentum Keep Building?
ZACKS· 2025-06-20 21:46
公司业绩与增长 - 2025年第一季度基因组学收入达1.938亿美元,同比增长89% [1][8] - 肿瘤检测量增长20%,平均检测收入因医保报销率提高而上升 [1] - 遗传检测贡献6350万美元收入,收购Ambry Genetics后检测量增长23% [1][8] 新产品进展 - 液体活检检测xM即将上市,用于免疫检查点抑制剂治疗响应监测,可在治疗6周内检测分子响应 [2] - 全基因组测序检测Xh计划明年推出,专注于血液肿瘤个性化治疗 [3] - 与Verastem Oncology合作开发伴随诊断检测,已完成II期RAMP-201临床试验验证 [4] 同业动态 - Guardant Health肿瘤收入增长20%,检测量增长25%,新推出遗传性癌症检测 [5] - Exact Sciences肿瘤检测Oncotype DX国际采用强劲,新推出Cologuard Plus可减少40%假阳性 [6] 市场表现与估值 - 年内股价上涨105.3%,远超行业28%的涨幅 [7] - 远期12个月市销率8.6倍,高于行业平均6.02倍 [9] - 2025年每股亏损预期从90天前的-0.75美元收窄至-0.62美元 [11][12]
Oculis to Present its Innovative Late-Stage Pipeline Candidates at Upcoming Ophthalmology Conferences
Globenewswire· 2025-05-01 16:00
ZUG, Switzerland, May 01, 2025 (GLOBE NEWSWIRE) -- Oculis Holding AG (Nasdaq: OCS / ICX: OCS.IC) (“Oculis”), a global biopharmaceutical company focused on innovations addressing ophthalmic and neuro-ophthalmic diseases with significant unmet medical needs, today announced upcoming presentations highlighting its innovative late-stage pipeline at Eyecelerator 2025, the Association for Research in Vision and Ophthalmology (ARVO) Annual Meeting and the Retina World Congress (RWC). The presentation of the DME AW ...