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BOYD GAMING TO SELL FANDUEL INTEREST FOR $1.755 BILLION
Prnewswire· 2025-07-11 04:45
All-Cash Transaction Unlocks Significant, Unrealized Value for Boyd ShareholdersBoyd, FanDuel Extend Market-Access Agreements through 2038LAS VEGAS, July 10, 2025 /PRNewswire/ -- Boyd Gaming Corporation (NYSE: BYD) ("the Company" or "Boyd") today announced it has entered into a definitive agreement to sell the Company's 5% equity interest in FanDuel Group ("FanDuel") to Flutter Entertainment plc (NYSE: FLUT) ("Flutter") for cash consideration of $1.755 billion.The transaction is expected to close in the thi ...
Lilly Down More Than 15% in a Year: Time to Buy, Sell or Hold?
ZACKS· 2025-07-10 23:11
Key Takeaways LLY stock is down 15.7% in a year due to earnings miss, guidance cut and Novo Nordisk's rising momentum. Mounjaro and Zepbound now drive 48% of LLY's revenues, fueled by global launches and improving supply. LLY expects 2025 revenues of $58B to $61B, backed by new drugs.Eli Lilly and Company’s (LLY) stock has declined 15.7% in the past year. The first-quarter earnings miss, guidance cut and some positive developments at rival Novo Nordisk (NVO) were the primary reasons for the dip. The uncer ...
Will Low Marketing Spend Limit Stride's Enrollment Upside?
ZACKS· 2025-07-10 23:11
Key Takeaways Stride's enrollment rose 20% YTD of FY25, hitting about 233,500 students despite limited marketing spend. LRN cut SG&A by 360 bps to 22.9% of revenues while testing new digital marketing strategies. The stock trades at 2.29x forward P/S, with FY25 EPS projected to grow 51.2% and outperform key rivals.Stride, Inc. (LRN) has been witnessing enrollment growth over the past few years, fueled by positive market sentiments for online education alternatives and career learning programs alongside it ...
Ichor: The Best AI Infrastructure Cyclical Bet With Recovery Underway
Seeking Alpha· 2025-07-10 21:30
DPRG IM is a management owned and run partnership, uniting investment managers and entrepreneurs with more than 50-years’ experience in the real estate and financial markets. Branching out of DPRG’ private equity business, throughout our history, we have focused on building the best possible understanding of industries, markets and companies with their investment/business cycles. While navigating perfectly well among ins-and-outs of real estate, DPRG IM turned to the arguably the most undermanaged asset in ...
Codere Online to Release Financial Results for the Second Quarter 2025 on July 31st
Globenewswire· 2025-07-10 19:30
Madrid, Spain and Tel Aviv, Israel, July 10, 2025 (GLOBE NEWSWIRE) – Codere Online Luxembourg, S.A. (Nasdaq: CDRO / CDROW) (the “Company” or “Codere Online”) a leading online gaming operator in Spain and Latin America, today announced that it will release its second quarter 2025 results prior to 8:30AM US Eastern Time on July 31, 2025. At 8:30AM US Eastern Time on the same day, Codere Online’s management will host a conference call to discuss the results and provide a business update. The Company’s earnings ...
Codere Improves Position in Spain’s Brand Finance Ranking
GlobeNewswire· 2025-07-10 18:02
Madrid, Spain, July 10, 2025 – (GLOBE NEWSWIRE) Codere Online (Nasdaq: CDRO / CDROW, the “Company”), a leading online gaming operator in Spain and Latin America, today announced that the Codere brand1 has improved its position to 77th, up from 85th in 2024, in a ranking of Spain’s most valuable brands, according to Brand Finance. Codere remains the only gaming brand on the list, marking its leadership in the sector, and maintains its record of consistently being named on the Top 100 list since 2010, putting ...
SHANGHAI HENLIUS BIOTECH INC.(02696.HK):TARGETING GLOBAL MARKET WITH INNOVATIVE PIPELINE HAVING FIC POTENTIAL
格隆汇· 2025-07-10 15:42
公司概况 - 公司是中国领先的生物制药企业,专注于研发,目前在中国有6款产品获批上市,包括汉斯状(斯鲁利单抗)、4款生物类似药(曲妥珠单抗、利妥昔单抗、贝伐珠单抗、阿达木单抗)和1款授权产品(奈拉替尼) [1] - 4款产品已成功进入国际市场,管线主要聚焦肿瘤、自身免疫疾病等领域,包含多个FIC创新候选药物如HLX43(PD-L1 ADC)和HLX22(抗HER2单抗) [1] 核心创新管线 HLX43(PD-L1 ADC) - 全球首个进入II期临床的PD-L1 ADC,目前全球尚无同类产品获批,竞争格局良好 [1] - 已开展多项II期临床试验,适应症包括非小细胞肺癌(NSCLC)、鼻咽癌(NPC)、头颈癌(HNC) [1] - 2025年ASCO公布的I期数据显示,在胸腺鳞状细胞癌(TSCC)患者中客观缓解率(ORR)达75%,鳞状NSCLC患者ORR为40% [1] HLX22(抗HER2单抗) - 新型抗HER2单抗,与曲妥珠单抗联用可使HER2内吞增加40-80% [2] - 2025年ASCO公布的II期研究(HLX22-GC-201)显示,一线治疗HER2+胃癌中位无进展生存期(PFS)尚未达到(随访28.5个月) [2] - 正在开展国际多中心III期临床(MRCT),适应症为一线HER2+晚期胃/胃食管结合部癌 [2] - 同时探索HLX22联合T-Dxd治疗HER2低表达HR+局部晚期或转移性乳腺癌的II期临床 [2] 已上市产品表现 汉斯状(斯鲁利单抗) - 全球首个获批一线治疗广泛期小细胞肺癌(ES-SCLC)的PD-1单抗 [3] - 国内已获批4项适应症:鳞状NSCLC(一线)、ES-SCLC(一线)、食管鳞癌(一线)、非鳞NSCLC(一线) [3] - 2024年国内销售额达13.1亿元人民币 [3] - 已在欧盟、东南亚、英国、印度等近40个国家/地区获批 [3][4] - 正在开展多项国际多中心III期临床,适应症包括胃癌、结直肠癌、局限期小细胞肺癌等 [3] 国际化进展 - 4款产品进入全球市场:汉利康(4个拉美国家)、汉曲优(超50国包括美欧加)、汉贝泰(2个拉美国家)、汉斯状(近40国包括欧盟东南亚) [4] - 与Accord等国际伙伴合作推动HLX02(曲妥珠单抗)全球销售 [4] - 已签署利妥昔单抗、阿达木单抗、贝伐珠单抗等多款产品的海外商业化授权协议 [4] - HLX14(地舒单抗类似药)和HLX11(帕妥珠单抗类似药)的生物制品许可申请(BLA)已获FDA受理 [4] 财务预测 - 预计2025E/2026E/2027E营收分别为59.6亿/63.6亿/70.2亿元人民币,其中生物药收入分别为51.7亿/55.7亿/58.1亿元 [5] - 预计2025E/2026E/2027E净利润分别为7.9亿/9亿/11.4亿元人民币 [5] - DCF估值目标价71港元,潜在涨幅40% [5]
42名全职员工,年营收93亿,全球第二大成人网站要被卖了
创业邦· 2025-07-10 08:00
一个神秘的乌克兰小伙,靠着一个 " 特殊 " 网站,一年净赚 13 亿美元,如今却要把整个生意打包 卖掉,开价 570 亿人民币。 大家好,我是大邦, 今天来聊聊这个 , 名字都得打马赛克的成人 网站: OnlyFans 。 以上就是本期全部内容,如果您想了解更多 最新 企业 动态, 欢迎登录 睿兽分析 查看,解锁 赛道 图谱 以及 行业报告 。 详情请戳视频 ...
Zepbound Powers Eli Lilly's Upbeat Q2 Outlook
Benzinga· 2025-07-10 02:55
公司财报预期 - 礼来公司将于8月7日发布第二季度财报 分析师预计调整后每股收益为5.56美元 营收为144亿美元 [1] - 季度预期略有上调 主要受肥胖药物Zepbound强劲表现推动 公司在糖尿病和肥胖症GLP-1药物市场占据主导地位 [2] 分析师预测调整 - 美国银行证券对礼来第二季度营收和每股收益预测进行小幅上调 增幅为低个位数百分比 主要基于Zepbound销售预期增强 [4] - 2025年全年营收预计增长1% 2026年增长0.4% 2025年每股收益增长1.9% 2026年微降0.7% [4] - 2026年后营收和每股收益预测基本保持不变 关键产品Mounjaro、Zepbound等长期预测未出现重大修订 [5] 投资评级与估值 - 美国银行维持"买入"评级 目标价1000美元 认为公司增长潜力优于同行且估值合理 [6] - 公司核心优势在于糖尿病和肥胖症GLP-1药物领域 预计未来将保持市场领先地位 [6] 财报电话会关注点 - 将讨论美国药品定价改革相关议题 包括"最惠国待遇"提案和232条款下的药品关税可能性 [7] - 重点关注关键临床试验结果 包括tirzepatide的SURPASS-CVOT试验和orforglipron的ATTAIN-1试验 [7] - 将更新主要产品Mounjaro和Zepbound的表现 以及阿尔茨海默病新药Kisunla和湿疹药物Ebglyss的上市进展 [7] 市场表现 - 礼来股价周三上涨0.82% 报收784.07美元 [8]
拆解折扣零售:年轻人想买贵的,但不想买贵了
搜狐财经· 2025-07-09 21:21
消费趋势 - 当代年轻消费者习惯在消费前通过线上渠道寻找团购套餐或优惠券,形成"消费前先团购"的消费观念 [1][3] - 41%的年轻消费者在购物时会频繁比价,19%的消费者在购买任何商品时都习惯对比价格 [3] - 年轻人消费观念转变为更加节约、理性且注重性价比,"不屑正价,追逐性价比"成为主流 [3] 折扣零售市场 - 国内折扣零售市场持续走红,奥特莱斯等折扣零售形式受到年轻消费者追捧 [3] - 截至2024年底,全国在营奥特莱斯项目约251个,销售规模达2390亿元,同比增长4.5% [5] - 奥特莱斯"品牌+折扣"模式精准满足年轻群体"既要品质又要实惠"的需求 [5] 线上折扣渠道 - 唯品会作为"线上奥莱",其高价值SVIP用户黏性高,贡献了平台51%的线上销售 [5] - 线下折扣热潮迅速蔓延至线上,形成线上线下联动的折扣零售生态 [5] 未来展望 - "买对不买贵"的消费信条正在重塑商业逻辑,年轻消费者的价值觉醒推动折扣零售市场发展 [7] - 年轻人追求省钱与品质的平衡将促使国内折扣零售市场进一步规模扩张 [7]