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Jaguar Health (JAGX) Conference Transcript
2025-07-18 03:55
涉及的公司 - Clean Inc.(纳斯达克股票代码:CLNN),一家临床后期生物制药公司,专注改善线粒体健康和保护神经元功能,治疗神经退行性疾病[1] - Sono Group NV(OTCQB股票代码:SEVCF)及其全资子公司Sono Motors GmbH,致力于将太阳能技术集成到商用车上[20] Clean Inc.核心观点和论据 - **药物研发进展**:6月与FDA会面,明确神经丝蛋白分析计划;利用NIH提供的4500万美元资助180名ALS患者用药,将于下月至9月评估患者神经丝蛋白变化;已向FDA提交基于生存数据的单独档案,并将于第三季度开会讨论;预计第三季度末获得数据,第四季度初提交给FDA,年底提交新药申请,2026年第一季度知晓是否被接受[2][4][5][6][7] - **临床试验计划**:若基于替代生物标志物获得加速批准,需开展确证性3期临床试验;3期试验计划以生存为主要终点,预计今年下半年开始首位患者用药,2026年在全球更广泛开展[9][10] - **药物作用机制和适应症**:CNMAU8药物通过为线粒体提供能量代谢支持发挥作用;主要临床重点为MS和ALS,也有帕金森病相关工作经验,还有对Rett综合征、亨廷顿病和额颞叶痴呆等疾病的早期洞察[16][17] Clean Inc.其他重要内容 - **神经丝蛋白相关**:神经丝蛋白升高在ALS患者出现临床症状之前就会显现;Clean是唯一在2期双盲安慰剂对照研究中显示能降低神经丝蛋白的药物;目前不确定ALS患者神经丝蛋白减少后是否有再生,但在MS患者中看到了神经元修复和保护的迹象[11][12][14] Sono Group NV核心观点和论据 - **公司业务和产品**:是太阳能移动领域的先驱,专注将专有太阳能技术集成到商用车上,提供端到端解决方案,包括太阳能板、太阳能充电控制器、车辆集成以及软件和数据分析;产品适用于多种类型商用车,能降低燃油和能源成本、延长电池寿命、减少碳排放[22][23][24][25] - **市场和商业进展**:获得多项荣誉和认证,如绿色创新奖和德国太阳能巴士套件国家类型认证;与Merlin Solar Technologies合作扩大全球影响力;有来自6家大型OEM的订单,客户基础多样;7月半个月的收入超过2025年第一季度的全部收入;预计第三季度和第四季度收入增长,平均每单位收入到第四季度将达到8000欧元,订单数量分别约为50单和超100单,收入将翻倍[27][28][29][30] - **未来规划**:继续推进OEM战略,扩大全球合作伙伴关系;计划提升到主要国家证券交易所上市,与纳斯达克和纽约证券交易所美国版进行谈判,以提高知名度、增强流动性、为股东创造长期价值和更大的并购机会[32] Sono Group NV其他重要内容 - **产品相关**:太阳能板从美国的Merlin采购,也有其他本地和亚洲制造商作为来源;制冷设备的太阳能板除安装在车顶外,也可安装在侧面以提高效率[38][39] - **客户相关**:客户主要是全球大型OEM,重点在欧洲市场,部分在德国、欧洲其他地区或英国;凭借在太阳能移动领域的专业经验吸引客户[41][42] - **业务扩展性**:团队有能力覆盖第三季度和第四季度业务;销售管道增长显著,预计2026 - 2027年业务规模大幅扩大并实现盈利[43][44]
EPD Advances Backlog of Growth Projects: Will This Boost Margins?
ZACKS· 2025-07-18 02:21
Key Takeaways EPD is advancing $6B of its $7.6B capital projects, with major assets set to enter service in 2025. Around 80% of EPD's gross operating margin in first-quarter 2025 came from fee-based contracts. EPD has already committed $1.8-$1.9B of its 2026 capital budget to projects with final approval.Enterprise Products Partners (EPD)  is rapidly advancing its $7.6-billion capital project slate, with $6 billion in assets expected to enter service in 2025. The major infrastructure projects include two ...
Why Oklo Stock Popped on Thursday
The Motley Fool· 2025-07-18 02:07
Oklo stock's still a long shot, but it got closer to its target today.Oklo (OKLO 4.29%) stock jumped 4% through 1:20 p.m. ET Thursday after the small nuclear reactor-builder announced it has completed its Nuclear Regulatory Commission (NRC) "pre-application readiness assessment" for the first part of a combined license application (COLA) to build its "Aurora powerhouse" at Idaho National Laboratory (INL). What does this mean?Translated into English, this means Oklo is one step closer to building a small mod ...
Can Expand Energy (EXE) Keep the Earnings Surprise Streak Alive?
ZACKS· 2025-07-18 01:11
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Expand Energy (EXE) , which belongs to the Zacks Alternative Energy - Other industry.This oil and gas company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 6.48%.For the most recent quarter, Expand Energy was expected to post ear ...
SMR Benefits From Expanding Partner Base: A Sign for More Upside?
ZACKS· 2025-07-18 00:51
Key Takeaways SMR is benefiting from strong demand as tech giants embrace its nuclear energy solutions. Microsoft's $80B AI data center push highlights growing power needs and validates SMR tech demand. Despite a 157.1% YTD surge, SMR trades at a premium and faces rising competition from OKLO and CEG.NuScale Power (SMR) is benefiting from an expanding partner base, which includes major technology companies and financial institutions. This expansion positions SMR as a key player in the future of sustainabl ...
Technip Energies and Shell Catalysts & Technologies have signed a global alliance agreement for carbon capture delivery
Globenewswire· 2025-07-18 00:30
Shell_TechnipEnergies_Alliance Shell_TechnipEnergies_Alliance Technip Energies (PARIS:TE) and Shell Catalysts & Technologies have signed their global alliance agreement to work exclusively together to deliver a post-combustion amine-based carbon capture solution using Shell’s CANSOLV1 CO2 Capture System. The alliance combines Shell Catalysts & Technologies leading technology expertise with Technip Energies’ integration and project delivery excellence. The parties have agreed to work exclusively togethe ...
Eni Seals Long-Term LNG Purchase Deal With Venture Global's CP2 Plant
ZACKS· 2025-07-18 00:21
Key Takeaways E signs 20-year SPA to purchase 2 mtpa of LNG from Venture Global's CP2 LNG facility in Louisiana. This marks Eni's first long-term LNG agreement with a U.S.-based exporter, expanding its global LNG reach. With Eni onboard, CP2's total contracted LNG volumes now stand at 13.5 mtpa across multiple global buyers.Eni S.p.A (E) , an Italian integrated energy firm, has signed a long-term sales and purchase agreement (SPA) with Venture Global Inc. (VG) , a U.S.-based liquefied natural gas (“LNG”) ...
Rexel: biannual sharebuyback program at 31 December 2024
Globenewswire· 2025-07-18 00:15
BIANNUAL UPDATE OF THE LIQUIDITY AGREEMENT BETWEEN REXEL AND NATIXIS-ODDO BHF (2024/12/31) Under the terms of the liquidity and market monitoring agreement concluded with NATIXIS ODDO BHF and covering Rexel shares, on December 31, 2024 the following resources were included in the liquidity account: - 325,306 REXEL shares - € 13,115,050.42 It is reminded that at the date of implementation of the agreement, the liquidity account contained the following resources: - 626,370 REXEL shares - € 8,211,229 Dur ...
Rexel: biannual sharebuyback program at 30 June, 2025
Globenewswire· 2025-07-18 00:15
BIANNUAL UPDATE OF THE LIQUIDITY AGREEMENT BETWEEN REXEL AND NATIXIS-ODDO BHF (2025/06/30) Under the terms of the liquidity and market monitoring agreement concluded with NATIXIS ODDO BHF and covering Rexel shares, on June 30, 2025 the following resources were included in the liquidity account: - 163,986 REXEL shares - € 16,816,936 It is reminded that at the date of implementation of the agreement, the liquidity account contained the following resources: - 626,370 REXEL shares - € 8,211,229 During the perio ...
Star Group, L.P. Declares Quarterly Distribution of 18.50 Cents per Unit
Globenewswire· 2025-07-18 00:00
STAMFORD, Conn., July 17, 2025 (GLOBE NEWSWIRE) -- Star Group, L.P. (the "Company" or "Star") (NYSE:SGU), a home energy distributor and services provider, today declared its quarterly distribution of $0.1850 per common unit for the three months ended June 30, 2025. Record date: July 28, 2025Payment date: August 6, 2025 About Star Group, L.P.Star Group, L.P. is a full service provider specializing in the sale of home heating products and services to residential and commercial customers to heat their homes an ...