Biotech

搜索文档
MindWalk Advances AI-Designed GLP-1 Program with First-in-Class Dual-Pathway Regimen for Aging and Longevity
Businesswire· 2025-09-22 11:02
AUSTIN, Texas--(BUSINESS WIRE)---- $HYFT #AI--MindWalk Holdings Corp.â,,¢ ("MindWalk,†"we† or "us† ) (Nasdaq: HYFT), a Bio-Native AI company, today announced "Company,†a major advancement of its AI-designed GLP-1 therapeutics program. New insights from the Company's LensAlâ, g platform reveal a previously unrecognized connection between GLP-1 biology and a second, non- overlapping pathway central to healthy aging and systemic resilience. The findings support a first-in-class dual- pathway regimen in whi ...
Avalo Therapeutics Appoints Kevin R. Lind to Board of Directors
Globenewswire· 2025-09-22 11:00
WAYNE, Pa., Sept. 22, 2025 (GLOBE NEWSWIRE) -- Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company fully dedicated to developing IL-1β-based treatments for immune-mediated inflammatory diseases, today announced the appointment of Kevin R. Lind to its Board of Directors. Mr. Lind brings more than 20 years of leadership in capital markets, strategy, business development and company building, including most recently guiding Longboard Pharmaceuticals to a multi-billion-dollar exit. “ ...
BioHarvest Sciences Strengthens Balance Sheet by $14.7 Million with Injection of $10.9 Million Gross Proceeds and Additional $3.8 Million in Debt Reduction
Newsfile· 2025-09-22 10:32
BioHarvest Sciences Strengthens Balance Sheet by $14.7 Million with Injection of $10.9 Million Gross Proceeds and Additional $3.8 Million in Debt ReductionSeptember 22, 2025 6:32 AM EDT | Source: BioHarvest Sciences Inc.Rehovot, Israel--(Newsfile Corp. - September 22, 2025) - BioHarvest Sciences Inc. (NASDAQ: BHST) ("BioHarvest" or the "Company"), a biotechnology company pioneering its patented Botanical Synthesis technology platform, today announced the successful completion of a series of ac ...
CorMedix: Strong Adoption Curve And Policy Environment
Seeking Alpha· 2025-09-22 08:46
公司核心业务 - CorMedix是一家生物技术公司 专注于开发和制造药物DefenCath 该药物用于减少导管相关血流感染(CRBSI) [1] 产品研发进展 - DefenCath于2023年11月15日获得美国FDA批准 [1] 股票信息 - 公司在纳斯达克上市 股票代码为CRMD [1]
美国股票周报:持仓、资金流向及市场观察
2025-09-22 01:00
行业与公司 * 纪要主要涉及美国及全球股票市场、各行业板块及主题投资篮子 涵盖高盛编制的多个自定义主题篮子 如量子计算、人工智能、机器人技术等[3][4][55] * 涉及的行业包括信息技术、金融、非必需消费品、医疗保健、工业、材料等 并详细讨论了医疗保健和金融行业的近期动态[4][108][109] * 提及的具体公司包括ETNB ROG ROIV FDS HOOD AXP AVAV KTOS STRL CAT TREX BCC WHR ALK等[108][109][110] 核心观点与论据 * **股市全面上涨与主题轮动**:美联储FOMC会议降息25个基点后 周期性股票领涨 罗素2000指数周涨2.2% 超越2021年高点 标普500指数周涨1.2% 纳斯达克100指数周涨2.2% 均创收盘新高 量子计算(GSXUQNTM)周涨33.62% 核能(GSXURANI)周涨10.12% 自动驾驶(GSCBAUTV)周涨8.95%等主题表现最佳 而美国劳动力风险(GSXULABR)周跌2.96% 房地产敞口(GSXUHOME)周跌2.82% 商业地产敞口(GSFINCRE)周跌1.41%等主题表现不佳[3][4] * **资金流向与机构行为**:美国股票出现12周以来最大的净买入 主要由单只股票的多头买入推动 宏观产品的空头回补亦有贡献 11个行业中有9个被净买入 以信息技术、金融、非必需消费品和医疗保健为主导 信息技术是连续第二周全球和美国净买入金额最多的行业 美国非必需消费品已连续四周被净买入(过去九周中有八周) 长期投资者(LO)当周净买入15亿美元(本月至今+110亿美元) 而对冲基金(HF)则净卖出20亿美元(本月至今-10亿美元) 资金持续流入科技/AI和动量多头[4][9][17] * **市场结构特征与衍生品机会**:市场内部出现罕见的分散化行情 过去三个月SPX的实际相关性为10%(二十年来的第二低水平) 而SPX中的平均个股表现几乎是指数的3倍 尽管隐含波动率成本较高 但个股期权预计将继续提供良好的效用 是对投资组合的有力补充[4][32][33] * **杠杆与风险偏好上升**:美国基本面多空策略的总杠杆率连续第三周上升 增加2.4个百分点至215.8%(五年高点) 净杠杆率增加0.9个百分点至53.1%(三年期56百分位) 多空比率(MV)上升0.3%至1.654(三年期13百分位) 显示风险偏好显著提升[6][7] * **新兴主题投资机会**:随着降息周期的开始 许多面向未来的投机性叙事主题正在创新高并受到市场关注 包括机器人技术、卫星、无人机、自动驾驶、量子计算和去中心化金融等 高盛研究预计服务机器人市场将以22.1%的年复合增长率增长 到2033年达到约3000亿美元 自动驾驶汽车预计到2030年将占据美国网约车市场70亿美元(8%) 以及美国8级卡车虚拟司机约50亿美元(3%的里程)的市场[55][56][79] 其他重要内容 * **医疗保健行业转向风险偏好**:医疗保健行业继续出现从防御姿态转向风险偏好的态势 在中小型生物科技公司中最为明显 但也出现一些从持仓集中的医疗科技股轮动出去的迹象 重大政策不确定性限制了某些细分领域的上涨空间(生物制药的药物定价、医疗保险的STARs和eAPTC)[108] * **金融行业关注点**:信息/商业服务公司因有机增长不及预期而被视为“AI风险”的负面偏向 除高增长名称(HOOD)外的经纪商成为做空高利率受益者的首选方式 货币中心银行向地区性银行的轮动已经乏力 美国运通(AXP)因其白金卡更新而成为本周争议最大的股票[109] * **小盘股与ETF资金流向**:小盘股连续第七周上涨 资金继续追逐价格走势 广泛指数和周期性行业也被净买入 重点是金融和信息技术 科技动量是此轮上涨的明显驱动力 AIQ的基础指数(IAIQ)连续13个交易日上涨(+10%) 量子计算篮子(GSXUQNTM)在5天内上涨48%[4][39] * **中国股市与ETF工具**:外国投资者对中国A股的持股比例相对于其他全球市场非常低 该地区的AI创新可能会继续引起兴趣 KWEB和CQQQ作为美国上市ETF中中国创新/AI敞口的代表 两者在需求上有约40%的重叠 但CQQQ的特点之一是分散投资于A股 约占其敞口的35% 自6月以来A股的表现贡献显著[46][47] * **金属投机头寸与美元反弹**:在9月FOMC决议前 投机性金属头寸在战术上过于 stretched 黄金、白银和高等级铜的3个月标准化25 delta看跌看涨期权偏度均处于一年来的最低十分位 美元走弱是一个共同驱动因素 但在鲍威尔新闻发布会后的24小时内 随着美元反弹 出现了看涨期权卖出 隐含波动率变得便宜 偏度变得丰富 黄金的偏度变化尤为明显[24]
New CMO Appointment Strengthens AbCellera Biologics Inc. (ABCL)’s Push Into Immunology and Beyond
Yahoo Finance· 2025-09-21 13:26
In this article, we will be taking a look at the Top 10 AI-Powered Biotech Stocks to Buy Now. AbCellera Biologics Inc. stands amongst them. AbCellera Biologics Inc. (NASDAQ:ABCL) is entering a new phase in 2025, shifting from discovery to clinical execution with multiple first-in-human trials now underway. In August, the company began Phase 1 studies for two AI-designed antibodies: ABCL575, targeting moderate-to-severe atopic dermatitis, and ABCL635, a first-in-class treatment for menopausal hot flashes. ...
Moderna, Inc. (MRNA) Advances Flu, RSV, and Cancer mRNA Therapies Beyond COVID
Yahoo Finance· 2025-09-21 13:25
公司业务与战略 - 公司专注于mRNA疗法和疫苗 其旗舰产品为COVID-19疫苗[2] - 产品管线正扩展至流感、呼吸道合胞病毒、巨细胞病毒、寨卡病毒以及针对多种呼吸道病原体的联合疫苗[2] - 同时开发用于肿瘤学、罕见病和心血管疾病的mRNA疗法[2] - 创新是公司战略核心 正将mRNA应用扩展到COVID-19之外[5] - 在美国和欧洲设有生产基地 并通过战略联盟和技术转让扩大运营规模[2] 技术研发 - 人工智能和机器学习日益整合到研发管线中 用于加速mRNA设计、优化疫苗配方和预测免疫反应[5] 市场表现与近期挑战 - 2025年9月公司股价下跌近7% 因有报告将COVID-19疫苗与约25例儿童死亡相关联[3] - 政策变化如佛罗里达州取消疫苗授权令 进一步影响近期需求预测[3] 公司回应与数据支撑 - 公司强调透明度和科学严谨性 并引用全球超10亿剂接种的真实世界数据来支撑其安全性[4]
15 Best Biotech Penny Stocks to Invest in Right Now
Insider Monkey· 2025-09-21 13:23
In this article, we will be taking a look at the 15 Best Biotech Penny Stocks to Invest in Right Now.Jared Holz, the healthcare strategist for Mizuho, spoke on CNBC’s “Closing Bell Overtime” in July on whether the biotech industry is ready for a breakthrough. Given that there are hundreds of publicly traded stocks that don’t amount to anything overall, he said that the biotech industry has been a “super tough sector” in any case. He went on to say that it is difficult to make an industrial decision because ...
Gilead Sciences, Inc. (GILD) Expands U.S. Manufacturing Capacity With $32B Investment Through 2030
Yahoo Finance· 2025-09-21 13:19
In this article, we will be taking a look at the Top 10 AI-Powered Biotech Stocks to Buy Now. Gilead Sciences, Inc. is one of them. Gilead Sciences, Inc. (NASDAQ:GILD), headquartered in Foster City, California, continues to lead in antiviral and oncology therapies while advancing next-generation biologics through AI integration. Under CEO Daniel O’Day, the company is focusing on precision medicine and translational science to accelerate development and global patient access. In September 2025, Gilead Sci ...
Analysts Predict Up to 840% Jump for These 2 ‘Strong Buy’ Penny Stocks
Yahoo Finance· 2025-09-21 10:15
What sets TARA-002 apart is its novel approach. This cell therapy is derived from a cell bank of genetically distinct Streptococcus pyogenes, already approved in Japan as the broad immunopotentiator OK-432. The therapy works through a dual mechanism – directly killing tumor cells while also stimulating an immune response known as immunogenic cell death, thereby amplifying antitumor activity.The first penny stock we’ll look at is Protara Therapeutics, a clinical-stage biotech company focused on developing tr ...