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
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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.
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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...?!
Forwarded from 루팡
닌텐도, ‘스위치 2’ 생산 확대 위해 삼성전자에 칩 생산 맡긴다
닌텐도(Nintendo)는 차세대 콘솔 ‘스위치 2(Switch 2)’에 탑재될 주요 칩 생산을 삼성전자(Samsung Electronics Co.)에 의뢰했다.
이 결정은 닌텐도가 2026년 3월까지 기존 예상보다 더 많은 2,000만 대 이상의 콘솔을 판매할 수 있도록 생산 능력을 확장하려는 전략의 일환이다.
이번 계약은 세계 전자제품용 반도체 시장에서 TSMC와 경쟁하려는 삼성전자에게 중요한 승리로 평가된다.
익명의 관계자들에 따르면, 이번 여름 가장 인기 있는 신제품 중 하나에 삼성전자가 칩을 공급하게 되면서, 삼성 파운드리의 가동률 상승 또는 신규 수주 확대에도 긍정적인 영향을 줄 것으로 보인다.
https://www.bloomberg.com/news/articles/2025-05-20/nintendo-turns-to-samsung-to-make-chips-ramp-up-switch-2-output?taid=682bf6c850408a000148dbe7&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
닌텐도(Nintendo)는 차세대 콘솔 ‘스위치 2(Switch 2)’에 탑재될 주요 칩 생산을 삼성전자(Samsung Electronics Co.)에 의뢰했다.
이 결정은 닌텐도가 2026년 3월까지 기존 예상보다 더 많은 2,000만 대 이상의 콘솔을 판매할 수 있도록 생산 능력을 확장하려는 전략의 일환이다.
이번 계약은 세계 전자제품용 반도체 시장에서 TSMC와 경쟁하려는 삼성전자에게 중요한 승리로 평가된다.
익명의 관계자들에 따르면, 이번 여름 가장 인기 있는 신제품 중 하나에 삼성전자가 칩을 공급하게 되면서, 삼성 파운드리의 가동률 상승 또는 신규 수주 확대에도 긍정적인 영향을 줄 것으로 보인다.
https://www.bloomberg.com/news/articles/2025-05-20/nintendo-turns-to-samsung-to-make-chips-ramp-up-switch-2-output?taid=682bf6c850408a000148dbe7&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Bloomberg.com
Nintendo Turns to Samsung to Make Chips, Ramp Up Switch 2 Output
Nintendo Co. has turned to Samsung Electronics Co. to help make the main chips for the Switch 2, a move that may help the Japanese company ramp up production of the gaming console enough to sell a higher-than-projected 20 million units by March 2026.
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