$Ocuphire Pharma(OCUP.US)$ Not limited to, the development of new drugs in the United States is generally
Basic research → 3 clinical trials (+ α) → manufacturing → sales
The flow of
In the case of large pharmaceutical companies, there is little room for investment because they go through sales with their own funds
In the case of pharmaceutical ventures, even if basic research is done at a university, it is necessary to raise funds to conduct 3 types of clinical trials
Whether you can buy undervalued stocks at this fund-raising stage is important
In the clinical trial process, since the third clinical trial is clinically administered to people (200-400 people), it extends over a long period of time to gather patients
As a risk
◯Serious side effects were found in the third clinical trial
◯The number of patients required for clinical trials is not gathered
◯Exhaustion of funds due to the lengthy approval process
◯Acquisitions by major pharmaceutical companies
◯Manufacturing equipment cannot be prepared
etc
Although it is a field where investments should be made over a long period of time, it is a field where risks increase over a long period of time, so it is necessary to read published papers and presentations
Also, during clinical trials, financial results are basically red or very poor, so while estimating the investment period, we must keep a close eye on the company's finances, especially the balance between assets and liabilities, and determine whether it will withstand the spread of pharmaceuticals
Furthermore, research after entering the stage of adjusting product ingredients, etc...

$Immuneering(IMRX.US)$
A drug discovery venture taking an advanced and unusual approach to drug discovery research using AI
AI is said to increase the speed of basic research in order to increase the efficiency of examining chemical substances that work on proteins, so I would like to pay attention to how rapidly the number of drugs entering the approval process will increase in the future
Also, there are chemicals that have passed the two-phase test, and I would like to keep a close eye on where they will partner with for future production

$Alphabet-C(GOOG.US)$
$Amazon(AMZN.US)$
$Microsoft(MSFT.US)$
Only the performance of Gemini is discussed, but when incorporating language-based generative AI into business, it is useless unless a mechanism for fine tuning or search expansion generation is incorporated.
When GCP uses VartexAI search and conversation, it is possible to incorporate a search expansion generation mechanism without the need for special development, and operation costs are only a few thousand yen per month.
If an equivalent mechanism is realized with AWS, development costs are high and it costs a fixed monthly fee of 3000 dollars or more, so Google is superior when focusing on introducing generative AI into business.
Also, as is the case with Microsoft's ChatGPT, as can be seen from the fact that all language generation AI in recent years has been developed from technology in papers published by Google Deepmind, when services are released on the cloud, a path up to business integration that goes one step further compared to the other two companies is set...

$Ajinomoto (ADR)(AJINY.US)$
Ajinomoto Fine Techno, which has an almost 100% market share for interlayer insulating films for multilayer boards such as CPUs, is a subsidiary.
It's strange that it's not linked to semiconductors
If the number of shipments of semiconductor products increases, business performance should also increase in tandem, but I wonder if performance in the food chemistry field is so large that it is not affected by consolidation.
A stock that is only stable in any case

Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average began at 37724.47 yen, 355.23 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 17.50 points at 2659.95 in the Tokyo Stock Exchange.
Top news
Finance Minister Suzuki says yen exchange rate “is not determined only by interest rate differences” - joint press conference
Finance Minister Suzuki Shunichi expressed recognition on the 18th that the interest rate difference between Japan and the US is just one of the many factors that lower the yen exchange rate. The yen has remained low against the dollar for the first time in about 34 years. Finance Minister Suzuki stated at the press conference after the 20 countries/regions (G20) finance ministers and central bank governors meeting held in Washington, USA, that “exchange rate levels are not determined only by interest rate differences.”
Bank of Japan Governor Ueda says “a policy change is possible” if prices are high due to the depreciation of the yen
Bank of Japan Governor Ueda Kazuo stated at a press conference on the 18th that key prices rise due to the depreciation of the yen and “if it is affected by a magnitude that cannot be ignored, changes in monetary policy are also possible.” If overall prices rise through an increase in import prices, in some cases it may lead to additional interest rate hikes...

$Ocuphire Pharma(OCUP.US)$
The third clinical trial of a new drug under development will begin in early April
The target drug is an oral drug that prevents symptoms in the early stages from diabetes to blindness, and 18 million patients are expected in the United States alone.
As expected, it is an obese powerhouse
The third clinical trial is about 4 to 10 months, and until approval is successfully obtained, it is a stock that cannot be expected to rise except for fluctuations due to speculation.
Since the market size is large, it is a drug that you will continue to take for the rest of your life, so if approval is successfully obtained and it is not acquired, it will become a big monster.

Hello Moomoo users!Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Average ended at 38471.20 yen, 761.60 yen lower than the previous business day
● AI boom, excessive load on global power grids - Blackstone CEO
● Exchange traders preparing for 1 dollar = 160 yen, don't mind the risk of intervention
● The cost of betting on a further appreciation of the US dollar is at a high level for the first time in 5 months - options market
● There is also a view that “keep a close eye” on exchange and that it is difficult for the Minister of Finance to intervene before G20
● Attention to the handle: $Nissan Motor(7201.JP)$、 $Nidec(6594.JP)$、 $Tokyo Electron(8035.JP)$、 $Dai Nippon Printing(7912.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average is 38471.20 yen, 761.60 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) is 2697.11, down 56.09 points...

Good morning to all moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 40,500 yen - 41,000 yen (22nd closing price 40,888 yen 43 sen)
●Is the US PCE price index growing at a high rate - justifies the FRB's patience with interest rate cuts
● FRB Chairman Powell is prepared to support the job market - even if inflation remains high
● Goldman and S&P 500 reach 6000 - if large high-tech stocks continue to rise
● Gucci's shock, sharp decline in sales in China - effects of consumption deceleration became apparent in the luxury goods industry
● Unstoppable depreciation of the yen, market predictions in the 152 yen range that test the “seriousness” of intervention
— MooMoo News Kathy　
Market Overview
In the US stock market on the 22nd, the NY Dow Jones Industrial Average fell 305 dollars 47 cents lower than the previous business day to 39,475 dollars 90 cents for the first time in 5 days. The Nasdaq Composite Stock Price Index rose 26.983 points to 10,6428.819. Profit determination sales dominated the Tokyo stock market on the 25th, centered on main stocks, and the Nikkei Stock Average is likely to fall for the first time in 5 days.
Top news
Is the US PCE price index growing at a high rate - justifies the FRB's patience with interest rate cuts
...