Forwarded from 한투증권 중국/신흥국 정정영
* 5월 LPR -10bp (예고된) 인하:
• 1년물 3.00%
• 5년물 3.50%
中国1年期贷款市场报价利率（LPR）最新报3.00%，上次为3.10%；5年期LPR报3.50%，上次为3.60%。
• 1년물 3.00%
• 5년물 3.50%
中国1年期贷款市场报价利率（LPR）最新报3.00%，上次为3.10%；5年期LPR报3.50%，上次为3.60%。
Forwarded from 오를 주식(GoUp)📈 - 뉴스/정보/주식/경제/정치/코인
MS, 일론 머스크 AI '그록' 탑재…"1,900개 AI 모델 제공"
https://n.news.naver.com/mnews/article/215/0001209880?sid=101
https://n.news.naver.com/mnews/article/215/0001209880?sid=101
Naver
MS, 일론 머스크 AI '그록' 탑재…"1,900개 AI 모델 제공"
마이크로소프트(MS)가 인공지능(AI) 앱·에이전트 개발 플랫폼에 일론 머스크 최고경영자(CEO)의 AI 기업 모델을 추가했다. MS는 19일(현지 시간) 미국 워싱턴주 시애틀에서 연례 개발자 콘퍼런스 '빌드 202
❤1
Forwarded from KOREA DAILY INSIGHT - KIS GREG KIM
디앤디파마텍 적정가치 1.5조원으로 여전히 50% 업사이드 존재
★★KR Bio/Pharma: D&D Pharmatech(347850) w/ 50% upside to W1.5tn mkt cap
D&D Pharmatech (347850, +2.55%) merits attention as its US partner Metsera is increasingly seen as a potential acquisition target for Pfizer, which could elevate the value of Co’s oral platform ‘OralLink’. The market anticipates that Pfizer may favour Metsera over other targets due to its advanced pipeline and platform that can additionally develop dual/triple-agonist.
Co’s in-house MASH pipeline, DD01, is set to release Phase 2 efficacy data in mid-June, showing fat reduction efficacy comparable to Boehringer Ingelheim’s Survodutide but with superior safety, expecting a dropout rate of 2-6% vs Survodutide’s 20-30%. This momentum will be further strengthened by Metsera's accelerated development of oral obesity treatments MET-097i, MET-002, and MET-024, with IND submissions expected for MET-224 (late May-early June) and MET-097i (likely 3Q25), alongside anticipated clinical results for MET-224 by yr-end.
=> KIS Pharma/Bio Analyst Haejoo Wi thinks Co’s mkt cap could reach W1.5tn (W1.1tn oral obesity treatment platform + W400bn MASH), and Co’s fair value may further increase with the rising value of the OralLink platform and MASH upon BTE clinical results. Metsera's potential acquisition by Pfizer, coupled with its growing value of pipeline, and Co’s promising clinical data, would create significant upside potential for Co’s valuation.
★★KR Bio/Pharma: D&D Pharmatech(347850) w/ 50% upside to W1.5tn mkt cap
D&D Pharmatech (347850, +2.55%) merits attention as its US partner Metsera is increasingly seen as a potential acquisition target for Pfizer, which could elevate the value of Co’s oral platform ‘OralLink’. The market anticipates that Pfizer may favour Metsera over other targets due to its advanced pipeline and platform that can additionally develop dual/triple-agonist.
Co’s in-house MASH pipeline, DD01, is set to release Phase 2 efficacy data in mid-June, showing fat reduction efficacy comparable to Boehringer Ingelheim’s Survodutide but with superior safety, expecting a dropout rate of 2-6% vs Survodutide’s 20-30%. This momentum will be further strengthened by Metsera's accelerated development of oral obesity treatments MET-097i, MET-002, and MET-024, with IND submissions expected for MET-224 (late May-early June) and MET-097i (likely 3Q25), alongside anticipated clinical results for MET-224 by yr-end.
=> KIS Pharma/Bio Analyst Haejoo Wi thinks Co’s mkt cap could reach W1.5tn (W1.1tn oral obesity treatment platform + W400bn MASH), and Co’s fair value may further increase with the rising value of the OralLink platform and MASH upon BTE clinical results. Metsera's potential acquisition by Pfizer, coupled with its growing value of pipeline, and Co’s promising clinical data, would create significant upside potential for Co’s valuation.
❤2
Forwarded from 바이바이바이오🤡DS 제약/바이오 김민정
유한양행/지아이 알러지 치료제...
EAACI2025에서 13일날 뭔가 하나를 발표한긴하는데..
뭔지는 볼수없다...?!
EAACI2025에서 13일날 뭔가 하나를 발표한긴하는데..
뭔지는 볼수없다...?!