Tiziana Life Sciences Ltd. ( TLSA ) is a biotech company that develops Foralumab, an anti-CD3 monoclonal antibody. This was designed for intranasal delivery to modulate immune responses in the brain. Foralumab aims to induce regulatory T cells (Tregs) and calmMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degre ...

Tiziana Life Sciences Ltd. ( TLSA ) is a biotech company that develops Foralumab, an anti-CD3 monoclonal antibody. This was designed for intranasal delivery to modulate immune responses in the brain. Foralumab aims to induce regulatory T cells (Tregs) and calmMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degre ...

Company to Host Conference Call on November 10, 2025, at 4:30 p.m. ETSAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- Capricor Therapeutics (NASDAQ: CAPR), a biotechnology company developing transformative cell and exosome-based therapeutics for the treatment of rare diseases, today announced that it will release its financial results for the third quarter ended September 30, 2025, after the market close on Monday, November 10, 2025. Management will then host a webcast and conference call at 4:30 p.m. ET on the ...

Accessibility StatementSkip Navigation BOSTON, Oct. 31, 2025 /PRNewswire/ -- Ginkgo Bioworks (NYSE: DNA) today announced that the company has extended its multi-year strategic partnership with Bayer to advance research and development of biological products for agriculture. With the extension of this partnership, which began in 2017, both parties will build on the success of their ongoing collaboration to develop innovative microbial nitrogen fixation. As with the original agreement, Bayer retains the right ...

Highlights New analysis of ATH434-201 double blind trial strengthens efficacy signal at high dose levelPositive data from ATH434-202 open-label trial demonstrates similar treatment effect in advanced MSA as observed in earlier stage patients in double-blind studyIndependent commercial assessment indicates USD $2.4 billion dollar potential worldwide peak sales opportunity in MSA for ATH434Cash balance on 30 September 2025 of A$54.56M MELBOURNE, Australia and SAN FRANCISCO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- A ...

PRINCETON, N.J., Oct. 31, 2025 (GLOBE NEWSWIRE) -- Amicus Therapeutics (Nasdaq: FOLD) today announced that management will participate in upcoming presentations at the following investor conferences in November. 2025 UBS Global Healthcare Conference in Palm Beach Gardens, FL on Monday, November 10, 2025, at 2:45 p.m. ETJefferies Global Healthcare Conference 2025 in London, U.K. on Tuesday, November 18, 2025, at 4:30 p.m. GMT A live audio webcast of each presentation can also be accessed via the investors se ...

并购竞争态势 - 诺和诺德对肥胖症生物技术公司Metsera提出意外竞购 [1] - 辉瑞可能利用其与特朗普政府的关系试图阻挠诺和诺德的竞购 [1] 公司战略动向 - 辉瑞被提及为潜在的交易参与者 [1] - 并购目标Metsera是一家专注于肥胖症领域的美国生物技术公司 [1]

Venture capital fund Third Rock Ventures IV, L.P., a 10% owner of Tango Therapeutics, Inc. (TNGX +1.79%), reported the sale of 477,401 shares in an open-market transaction on October 23, 2025, according to an SEC Form 4 filing.Transaction summaryMetricValueShares sold477,401Transaction value$4,846,574.95Post-transaction shares13,386,574Post-transaction value (direct ownership)$100.8 millionTransaction value is based on the SEC Form 4 weighted average purchase price ($10.15), while post-transaction value is ...

好的，请阅读以下根据提供的电话会议记录/研究报告摘要整理的关键要点 涉及的行业与公司 * 行业覆盖广泛，包括科技（半导体、人工智能、软硬件、互联网）、工业（先进制造、自动化、电动垂直起降飞行器）、医疗保健（制药、生物科技）、消费与零售等战略新兴行业[3][6][7][8] * 公司方面，重点提及腾讯、宁德时代、阿里巴巴、Trip.com、立讯精密、恒瑞医药、信达生物等作为核心投资思路[4]，并对地平线机器人进行了深入分析，给予“跑赢大盘”评级，目标价15港元[78][152] 核心观点与论据 **1 中国五年规划作为投资指南** * 历史数据显示，一个行业在五年规划中被列为战略重点后，通常会在最初几年产生显著超额收益，平均在纳入规划后的前两年有30-40%的超额收益，但五年后回报前景会减弱[3][12][17][32][35] * 过往每个五年规划期，总有一个或多个国家优先发展的产业最终成为表现最好的行业之一，例如第十个五年计划期间能源和材料板块回报超4倍[12][18][20] **2 未来重点发展的六大关键领域** * **技术与创新**：推动半导体和人工智能增长[3] * **先进制造与自动化**：中国企业在自动化成熟领域不断扩大版图，并在人形机器人等新兴领域凭借庞大的客户群、较低的开发成本和有针对性的政策支持脱颖而出[3] * **绿色技术**：中国电动汽车渗透率已达50%，预计到2030年实现全面电动化，并继续快速建设太阳能、风能和核能[3] * **医疗保健与药物开发**：多年的改革、资本投入和人才聚集使行业达到甚至超越全球标准，研发能力成熟，从仿制转向一级创新[3] * **提振国内消费**：消费者行为从“拥有”转向“存在”，平衡节俭与选择性放纵、实用与渴望、物质所有权与体验财富，这有利于体验型公司而非物质商品公司[3] * **低空经济主导**：在主动监管和基础设施发展的支持下，城市空中交通市场即将起飞[3] **3 “中国未来赢家”的典型特征** * 历史上的赢家通常来自中等市值公司（按当前市场规模调整后约为50亿美元），起始估值合理（13倍市盈率），拥有约6-9%的营业利润率，以及超过12%的长期盈利增长预期[12][50] * 长期表现由强劲的收入和利润增长驱动，而非营业利润率改善或估值倍数扩张[50] **4 长期趋势：增长与创新** * 增长股和高创新公司为长期投资者提供了最佳回报，高增长投资组合在过去十年产生了5%的年化超额收益[12][55] * 创新是更重要的回报驱动因素，在创新方面领先的前20%公司在过去十年中产生了8.5%的年化超额收益[12][58] * 结合高增长和高创新特性的投资组合自2010年以来产生了13%的年化超额收益[12][59][72] **5 地平线机器人的案例研究** * **市场机遇**：中国智能驾驶系统级芯片市场规模预计将从2025年的29亿美元增长至2030年的154亿美元，复合年增长率达40%[78][84][89]；L2+及以上渗透率预计从2024年的13%升至2030年的88%[78][86][87] * **竞争优势**：独特的软硬件集成模式，通过协同优化，以更低成本实现更快迭代，为原始设备制造商提供更友好的开发平台，其SoC在相同算力下比英伟达产品价格低100-200美元，为净利率仅4.5%的原始设备制造商带来11-22%的净利润提升空间[78][99][104][106][107] * **财务展望**：预计在L2+及以上外包市场规模份额从2025年的12%增长至2030年的29%[99][111][112]；营收从2024年的24亿人民币增长至2030年的332亿人民币[119][120]；预计2028年实现净利率盈亏平衡，2030年净利率达29.2%[115][128][134] 其他重要内容 * 报告筛选了符合高增长、高创新和中等市值标准的潜在“下一个赢家”公司名单[54][74] * 除了宏观经济环境，地缘政治格局与五年规划同样是重要的驱动因素，在第14个五年计划期间，能源和电信服务等行业的表现与科技创新政策支持并不完全一致[25] * 地平线机器人未来的增长潜力还包括全球扩张（通过与大陆集团和博世的合作）以及机器人芯片等新业务领域带来的潜在上行空间[138][139][142][144]

PresentationI will now turn the call over to Karin Hellsvik, Vice President of Investor Relations and Corporate Affairs. Please go ahead.Welcome to the Foghorn Pipeline Update Conference Call. [Operator Instructions] As a reminder, this webcast is being recorded today, October 30, 2025.Karin HellsvikChief of Staff to the CEO, VP of Corporate Affairs & Investor Relations Thank you, everyone, for joining us today. This is Karin Hellsvik, Vice President of Investor Relations and Corporate Affairs for Foghorn. ...