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Takeda out For its part, Takeda recently scaled back its cell therapy pipeline in a cull that saw TAK-102 discontinued. The project had been licensed from the Japanese group Noile-Immune Biotech in 2017, and Takeda put it into phase 1. The abstract of an ASCO poster on TAK-102 details those phase 1 data, and while there are also no DLTs or neurotoxicity there aren’t any responses either, the best result among 11 solid tumour patients being stable disease. TAK-102, which after Takeda's discontinuation remains in Noile-Immune's pipeline as NIB102, is also “armoured”, but encodes IL-7 and CCL20 rather than TGFβRIIDN. The ASCO data might also be of interest to Gilead, which in an April 2022 oncology deep dive presented the Car-T therapy KITE-509, which targets GPC3 and also blocks the TGFβ signal. However, despite Gilead promising clinical trials “in the near future” these have yet to materialise. 武田薬品の撤退 武田薬品は最近、TAK-102の開発中止を含む細胞治療パイプラインの縮小を行った。 このプロジェクトは2017年に日本のNoile-Immune Biotechグループからライセンスを受け、武田薬品はそれを第1相試験に投入した。 TAK-102に関するASCOポスターの要旨には、これらの臨床第1相試験のデータが詳細に記載されており、DLTや神経毒性もないが、奏効もなく、11人の固形がん患者の中で最も良好な結果は病勢安定であった。 TAK-102は、武田薬品の販売中止後もNIB102としてノイル-イミューン社のパイプラインに残っており、同じく「アーマード」であるが、TGFβRIIDNではなくIL-7とCCL20をコードしている。 ASCOのデータは、ギリアド社にとっても興味深いかもしれない。ギリアド社は、2022年4月のがん領域におけるディープダイブで、GPC3を標的とし、TGFβシグナルも遮断するCar-T療法KITE-509を発表した。 しかし、ギリアド社は「近い将来」の臨床試験を約束しているにもかかわらず、まだ実現していない。 https://www.oncologypipeline.com/apexonco/asco-2024-preview-new-car-t-target-shows-liver-cancer-promise
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半導体で昨日上げたうちのASML(半導体製造装置)は分からないですが、BroadcomとMarvellはどちらもNVIDIAが売れると一緒に買われる可能性がありますね。 ASE Technologyは山形にも工場がある台湾オリジン(本社は米国)の半導体のパッケージング屋(後工程っていうやつ)で、製造力不足の関連では名前が出てきます。 [News] TSMC Reportedly Doubles CoWoS Capacity while Amkor, ASE also Enter Advanced Packaging for AI h ttps://www.trendforce.com/news/2024/02/19/news-tsmc-reportedly-doubles-cowos-capacity-while-amkor-ase-also-enter-advanced-packaging-for-ai/
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おいおい EA様からお声がかかっていたのかよ!! >A: Basically, our team members are all football fans. They not only like to watch football matches, but are also keen on football games. The truth is, not all team members are good at game play, so we asked ourselves, there must be others like us, and we should give them and ourselves a chance to enjoy the game of football. So, we contacted Klab, which owns the successful football IP " Captain Tsubasa ". This game's strategy-based turn-based gameplay allowed us to see the potential. We believe that this gameplay combined with EA's experience and football IP will be A great combination to suit the needs of gamers like us.
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m.gamer.com.tw/gnn/detail.php?sn=268123 GNN: Can you share the reasons and process of cooperating with KLabGames to develop " EA SPORTS FC Tactical "? A: Basically, our team members are all football fans. They not only like to watch football matches, but are also keen on football games. The truth is, not all team members are good at game play, so we asked ourselves, there must be others like us, and we should give them and ourselves a chance to enjoy the game of football. So, we contacted Klab, which owns the successful football IP " Captain Tsubasa ". This game's strategy-based turn-based gameplay allowed us to see the potential. We believe that this gameplay combined with EA's experience and football IP will be A great combination to suit the needs of gamers like us. EAが蟹にコンタクトして始まったとは知らなんだ。 GNN: In addition to the mobile version, will " EA SPORTS FC Tactical " be considered for launch on other platforms in the future, such as PC or home game consoles. A: We are exploring opportunities to build the world's largest football community, and the team is examining the possibility of expanding " EA SPORTS FC Tactical " to more platforms, but the specific time cannot be determined yet. 可能性があるのはいいこと。
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In addition to good financial results, there is also the bonus of a stock split !!! Over $1,000 !!! Let's celebrate this memorable day !!! Congratulations !!! ( ^-^)/U☆U\(^-^ ) Cheers !!!
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fXstreetから) ㌦円 * USD/JPY is in an uptrend on all timeframes, and given “the trend is your friend” this favors more upside eventually even if there is a correction. (㌦円はどの時間足でも上トレンド、調整あってもトレンドに仲良く乗った方がいい ㌦ペソ * The pair remains in a short-term downtrend (not enough to confirm a trend reversal yet) and there is still a high risk of further bearishness taking it lower. Given the medium and long-term trends are also bearish, the odds further favor more downside. (他国の高金利長期化見通しなどで少し上げてるが短中長期ともまだ下トレンド(ペソ強) こんな記述もありました * Mexican Peso traders are now gearing up for a Mexican "Day of the Data" party on Thursday, when a host of figures will be released. (ペソトレーダーは木曜の「指標群の日」パーティーに向け準備している * The Citibanamex survey shows most analysts expect a Banxico rate cut on June 27. (🇲🇽のCitiBank系銀行による調査では多くのアナリストが中銀6/27利下げとみている .
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Nvidia stock pops 4% after results, guidance top estimates Daniel Howley Thu, May 23, 2024 at 5:24 AM GMT+9 Nvidia (NVDA) reported its fiscal first quarter earnings after the bell on Wednesday, beating Wall Street’s expectations on both the top and bottom line and announcing a 10-for-1 stock split set to take effect June 7. The company also announced it is raising its dividend from $0.04 per share to $0.10. The company saw adjusted earnings per share (EPS) for the quarter of $6.12 on revenue of $26 billion, a jump of 461% and 261%, respectively, from a year ago. Analysts were expecting Adj. EPS of $5.65 on revenue of $24.69 billion, according to data from Bloomberg. The company reported adjusted EPS of $1.09 on revenue of $7.19 billion in the same quarter last year. In the current quarter, Nvidia expects revenue of $28 billion plus or minus 2% in the coming quarter. That’s better analysts had expected. Nvidia stock rose as much as 4% in extended trading on Wednesday.
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https://wccftech.com/nvidia-might-shift-to-improved-foplp-packaging-for-a-i-chips-in-2025-report/ 本日の記事ですがエヌビディアがFOPLPが25年に移行する可能性について言及されています。記事ではPowerTechやInnoluxがFOPLPを生産できるメーカーとして挙げられHRDPは言及されていませんが最後に以下のような記載があります。 The report also mentions the use of a glass substrate, which should enable chips to withstand higher temperatures for longer and maintain their optimal performance. ガラス基板、熱に強いということからHRDPを連想しましたが他のFOPLPも同様の性質を持っているのでしょうか。
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BREAKING Ireland to recognise a Palestinian state - Irish PM In Ireland, Irish Prime Minister Simon Harris says the country will recognise a Palestinian state. (BBC) 速報:アイルランド、パレスチナ国家を承認へ - アイルランド首相 アイルランドではサイモン・ハリス首相がパレスチナ国家を承認すると述べた。 BREAKING Spain's leader speaking now Spanish Prime Minister Pedro Sanchez is on his feet now, addressing parliament. He is expected to announce that Spain is also recognising Palestine as a state. (BBC) 速報 スペインの指導者が現在語っている。 スペインのペドロ・サンチェス首相は現在立ち上がって議会で演説している 同氏はスペインもパレスチナを国家として承認すると発表するとみられている。 Norway's foreign minister minister has posted on X about the country's decision to "recognise Palestine as a state". Espen Barth Eide says: "A two-state solution is the only viable pathway to peace for both Israel and Palestine." He adds: "At this critical juncture, our recognition comes in support of the work towards a comprehensive plan for regional peace." (BBC) ノルウェーの外務大臣が「パレスチナを国家として承認する」という同国の決定についてXに投稿した。エスペン・バース・エイデ氏は「二国家解決はイスラエルとパレスチナ双方にとって和平への実行可能な唯一の道である」と述べた。さらに、「この重大な局面において、私たちの認識は、地域平和のための包括的な計画に向けた取り組みを支持するものである。」と付け加えた。(BBC) なんか、雪崩現象が起きている。
Also, NVIDIA is…
2024/05/25 03:56
Also, NVIDIA is only generating gross profits that violate antitrust laws, and other manufacturing equipment and inspection equipment are only generating ``reasonable'' ordinary profits that are linked to their own sales. It's nonsense that you're exaggerating.