Teddy123
commented on
$Ondas Holdings (ONDS.US)$ Reuters· 2 mins ago
Ondas Receives Order From Major Defense Company for Integration of New Applications to Its AI-Driven Iron Drone Raider System
Ondas Receives Order From Major Defense Company for Integration of New Applications to Its AI-Driven Iron Drone Raider System
5
$SES AI Corp (SES.US)$
SES AI Unveils Revolutionary AI-Enhanced Battery Cell for Robotics at CES 2025The unveiling of SES AI's new AI-discovered electrolyte for 2170 cylindrical cells represents a significant technological breakthrough in the battery industry. The AI-accelerated discovery process, reducing 8,000 years of computational work to 2 months, demonstrates exceptional efficiency in materials science. The new electrolyte addresses critical performance lim...
SES AI Unveils Revolutionary AI-Enhanced Battery Cell for Robotics at CES 2025The unveiling of SES AI's new AI-discovered electrolyte for 2170 cylindrical cells represents a significant technological breakthrough in the battery industry. The AI-accelerated discovery process, reducing 8,000 years of computational work to 2 months, demonstrates exceptional efficiency in materials science. The new electrolyte addresses critical performance lim...
2
$Telomir Pharmaceuticals (TELO.US)$
From an investment perspective, these preclinical results substantially enhance TELO's value proposition. With a market cap of just $135M, the company appears undervalued given the broad therapeutic potential of Telomir-1. The addressable market spans rare diseases like progeria (~400 patients globally) to massive markets like Type 2 diabetes, creating a compelling risk-reward profile.
The metal ion regulation mechanism is particular...
From an investment perspective, these preclinical results substantially enhance TELO's value proposition. With a market cap of just $135M, the company appears undervalued given the broad therapeutic potential of Telomir-1. The addressable market spans rare diseases like progeria (~400 patients globally) to massive markets like Type 2 diabetes, creating a compelling risk-reward profile.
The metal ion regulation mechanism is particular...
3
Teddy123
liked
$Immuneering (IMRX.US)$
The Phase 2a trial data for IMM-1-104 represents a significant breakthrough in pancreatic cancer treatment. The 43% overall response rate (ORR) and 86% disease control rate (DCR) in combination with modified gemcitabine/nab-paclitaxel substantially outperform historical benchmarks of 23% ORR and 48% DCR. The 100% tumor reduction in the FOLFIRINOX combination arm and 67% reduction in monotherapy demonstrate remarkable efficacy across multi...
The Phase 2a trial data for IMM-1-104 represents a significant breakthrough in pancreatic cancer treatment. The 43% overall response rate (ORR) and 86% disease control rate (DCR) in combination with modified gemcitabine/nab-paclitaxel substantially outperform historical benchmarks of 23% ORR and 48% DCR. The 100% tumor reduction in the FOLFIRINOX combination arm and 67% reduction in monotherapy demonstrate remarkable efficacy across multi...
2
$Immuneering (IMRX.US)$
For a company with a market cap of just $74.5 million, these results could trigger significant market revaluation. The data suggests IMM-1-104 could potentially capture a meaningful share of the $2.4 billion MEK inhibitor market while expanding into new indications. The planned expansion into additional combination trials, particularly in melanoma and NSCLC, multiplies the potential revenue streams.
The robust efficacy data, combined with the su...
For a company with a market cap of just $74.5 million, these results could trigger significant market revaluation. The data suggests IMM-1-104 could potentially capture a meaningful share of the $2.4 billion MEK inhibitor market while expanding into new indications. The planned expansion into additional combination trials, particularly in melanoma and NSCLC, multiplies the potential revenue streams.
The robust efficacy data, combined with the su...
1
$Immuneering (IMRX.US)$
The commercial implications are substantial. The current MEK inhibitor market generates $2.4 billion in annual sales, primarily in BRAF-mutated cancers. IMM-1-104's potential expansion into RAS-mutated tumors, particularly pancreatic cancer where treatment options are , represents a significant market opportunity. The Fast Track and Orphan Drug designations will accelerate development and provide market exclusivity.
With three new combinat...
The commercial implications are substantial. The current MEK inhibitor market generates $2.4 billion in annual sales, primarily in BRAF-mutated cancers. IMM-1-104's potential expansion into RAS-mutated tumors, particularly pancreatic cancer where treatment options are , represents a significant market opportunity. The Fast Track and Orphan Drug designations will accelerate development and provide market exclusivity.
With three new combinat...
1