Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S. equity market showcased a significant recovery during the quarter, rising 23% from low to end the quarter at a record high. U.S. large-cap stocks gained 11.1% in the quarter, and within the large-cap category, growth stocks outperformed value stocks. In this environment, the fund returned 16.42% (net) during the quarter, exceeding ...

RESULTS FOR THE FIRST SEMESTER OF FISCAL YEAR 2025 Revenue up 10% to €80.7 million Proprietary products account for 36% of revenue42% of revenue generated outside France 2025 results impacted by the transfer of EndoPredict®/Prolaris® production to FranceFree cash flow after investment of €4.4 millionNet debt of €-2.2 million including EB Development current account Paris, September 24, 2025 - 5:40 p.m. - Eurobio Scientific (FR0013240934, ALERS, eligible for PEA-PME), a leading French group in in vitro medic ...

Key Takeaways Labcorp's Biopharma Laboratory Services grew 11% in Q2, led by Central Labs and Early Development. Operational initiatives like LaunchPad and digital tools are improving LH's margins and efficiencies. Currency headwinds and macroeconomic pressures continue to challenge Labcorp's growth prospects.Labcorp Holdings Inc. (LH) , or Labcorp, is well-poised to grow in the coming quarters, courtesy of its Biopharma Laboratory Services (“BLS”) segment’s robust growth. A strong focus on operational effi ...

Strive, Inc., a financial services firm co-founded by current Ohio gubernatorial candidate Vivek Ramaswamy, has purchased medical technology firm Semler Scientific in an all-stock transaction that will see the two firms combine their Bitcoin treasuries. According to a press release, the deal was finalized at a 210% premium, equivalent to approximately $90.52 per share as priced on the day of the deal. Strive says it also recently purchased 5,816 Bitcoin for its corporate treasury at an average price of $1 ...

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Key Takeaways Diagnostics core revenues rose 2% year over year in Q2 2025.Beckman Coulter Diagnostics grew at high single digits outside China.Molecular diagnostics recovery boosted by non-respiratory test demand.Danaher Corporation’s (DHR) Diagnostics segment continues to contribute steadily to its overall performance. The segment’s core revenues increased 2% on a year-over-year basis in the second quarter of 2025.Solid momentum in the clinical diagnostics businesses, led by growth in the Beckman Colter Di ...

美联储利率决议与市场反应 - 美联储宣布降息25个基点 为自2024年12月以来首次降息[1] - 降息后标普500和纳斯达克指数小幅下跌 因美联储主席暗示不保证开启全面降息周期[1] - 自8月会议至周三收盘 标普500上涨近3% 纳斯达克上涨约2.5% 期间均创下7次历史新高[1] 投资组合调整动态 - 投资组合在过去一个月发出8次交易警报 包括清仓Coterra Energy公司[1] - 约三周前将航空航天巨头波音公司加入投资组合[1] - 投资组合包含32只股票 涵盖从生物技术到网络安全等多个行业[1] 最佳表现股票分析 - Palo Alto Networks上涨17% 因8月中旬季度财报超预期 所有关键指标均超越预期[1] - Broadcom上涨11.2% 因财报显示其定制AI芯片业务获得某神秘客户100亿美元订单 公司随后将目标价从290美元上调至350美元[1] - 礼来公司上涨11.1% 因其口服GLP-1药物在第三阶段试验取得成功 且GLP-1肥胖药物被报告认为具有成本效益 公司还宣布投资50亿美元在弗吉尼亚州建厂[1] 最差表现股票分析 - 星巴克下跌10.6% 因咖啡期货价格上涨可能推高原材料成本 且公司CEO领导转型所需时间超出预期[1] - Danaher下跌8.2% 因中国诊断相关组政策变化导致其诊断业务面临定价压力[1] - 波音公司下跌8% 因CEO表示777X认证进度落后 但该下跌被视为买入机会[1] 行业与公司特定动态 - 网络安全行业表现强劲 Palo Alto Networks以250亿美元收购CyberArk[1] - 人工智能相关股票受提振 Oracle的强劲财报带动Broadcom等AI概念股上涨[1] - 制药行业面临政策风险 特朗普政府威胁对严重依赖欧洲进口的制药行业提高关税[1]

业绩总结 - Lucid Diagnostics的EsoGuard测试在早期检测食管癌方面的敏感性为96%[39] - 自推出以来，累计完成的EsoGuard测试约为36,000次[78] - Lucid Diagnostics的季度平均烧钱率为1050万美元[81] - Lucid Diagnostics的市场资本化在未稀释情况下为1.47亿美元[81] 用户数据 - 目前美国约有3000万名患者被推荐进行食管癌筛查，但实际接受内窥镜检查的患者不足5%[22] 市场前景 - 预计2025年美国食管癌死亡人数为16,250人，整体五年死亡率约为80%[17] - Lucid Diagnostics的总可寻址市场（TAM）约为600亿美元[52] - 公司在2025年9月4日的MolDX CAC会议上将迎来重要的报销里程碑[8] 产品与技术 - EsoGuard的每次测试毛利率超过90%[53] - 公司在美国拥有1项已授予的专利和11项待审专利，国际上有4项已授予的专利和15项待审专利[41]

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Accessibility StatementSkip Navigation Scelfo to strengthen and scale Lucid's market access infrastructure ahead of key upcoming reimbursement milestones—including Medicare coverage for EsoGuard—and to accelerate commercial coverage expansion NEW YORK, Sept. 16, 2025 /PRNewswire/ --Â Lucid Diagnostics Inc.(Nasdaq: LUCD)Â ("Lucid" or the "Company"), a commercial-stage cancer prevention medical diagnostics company and subsidiary of PAVmed Inc. (Nasdaq: PAVM), today announced the appointment of Danielle Scelfo ...