Notes

打一针管半年,吉利德科学的预防艾滋病新药 获得FDA批准。HIV-1衣壳抑制剂Yeztugo(来那帕韦)成为首个且唯一一个一年仅需给药两次的HIV预防方案。基于3期研究数据,Yeztugo在一年两次给药后,超过99.9%的受试者保持HIV阴性。这应该算是是抗击HIV的重大突破了。 $GILD 股价不得翻个几倍?值得关注起来
$GILD
QUICK MARKET SUMMARY: CONSUMER: 🔸 Calavo Growers ( $CVGW): $25M buyback. 🔸 Tesla ( $TSLA): Upgraded to Overweight at Cantor, PT $425. 🔸 Waldencast ( $WALD): Q4 EBITDA missed slightly; FY guidance below estimates. ENERGY/INDUSTRIALS/MATERIALS: 🔸 Kratos ( $KTOS): Building $50M hypersonic facility in Indiana. 🔸 Mosaic ( $MOS): Upgraded to Overweight at Barclays, PT $33. FINANCIALS: 🔸 Goldman Sachs ( $GS), Carlyle (CG), Jefferies (JEF): Downgraded at Oppenheimer. 🔸 Morgan Stanley ( $MS): Plans 2,000 job cuts. 🔸 StoneCo ( $STNE): Strong Q4 EPS and revenue beat; upbeat 2025 profit outlook. HEALTHCARE: 🔸 Absci ( $ABSI): Missed Q4; cash runway into 1H’27. 🔸 Gilead ( $GILD): Shares drop as CDC HIV division review raises concerns. 🔸 HealthEquity ( $HQY): Slight Q4 miss; FY guidance in line. 🔸 Inovio ( $INO): Missed Q4; cash runway into Q1’26. 🔸 OmniAb ( $OABI): Revenue beat; stronger FY outlook. 🔸 Pfizer ( $PFE): Raised $3.3B from Haleon stake sale. 🔸 Purdue Pharma: Filed new bankruptcy plan for opioid settlement. 🔸 Trevi ( $TRVI): Positive trial data; strong cash position. TECH/MEDIA/TELECOM: 🔸 Asana ( $ASAN): Filed mixed securities shelf. 🔸 Foxconn: Expects server revenue to surpass iPhones in 2 years. 🔸 FuboTV ( $FUBO): Partnered with Texas Rangers for streaming broadcasts. 🔸 HPE & NVIDIA ( $NVDA): Launched new AI solutions. 🔸 Oracle ( $ORCL) & NVIDIA (NVDA): Announced major AI integration. 🔸 Synopsys ( $SNPS) & NVIDIA: Teaming up to speed chip design. 🔸 Teradyne Robotics ( $TER): Showcasing AI robotics at NVIDIA GTC 2025.
$CVGW $TSLA
+430.24%
$WALD $KTOS $MOS $GS $MS
+6.85%
$STNE $ABSI $GILD $HQY $INO $OABI $PFE $TRVI $ASAN $FUBO $NVDA
+5.46%
$ORCL
+2.77%
$SNPS $TER
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