AC Immune Unveils Novel Therapeutic Antibody Drug Conjugate (ADC) Technology for Improved Efficacy in Neurodegenerative Diseases at AAIC 2024 morADC combines proprietary brain-penetrant small molecule Morphomers® with SupraAntigen® monoclonal antibodies, forming a new class of drug-candidates to target toxic proteins in CNS morADC demonstrated significant synergies, substantially increasing blood brain barrier penetration and potency to inhibit protein aggregation compared to the antibody or small molecule ...

文章核心观点 - 净租赁房地产投资信托(net lease REITs)提供一种高效的房地产资本,帮助众多公司实现增长,为股东、员工和其他利益相关方创造财富[1] - 净租赁业务模式具有高度透明度,其关键变量比大多数REIT领域更为明确[1][3] - 净租赁REIT的资本结构和借款成本差异较小,主要集中在投资收益率和租金增长上[5] 资产净值(NAV)和净租赁REITs - 公众REIT的价值反映其运营业务模式的价值,而非资产净值[7] - 与高信用评级租户相比,租赁给非评级租户的房地产具有更高的未杠杆投资收益率和租金增长率[8][9] 利率敏感性 - 净租赁REIT的长期租约并不意味着它们对利率更敏感,相反它们可以通过租金增长和再投资现金流来抵消利率上升的影响[12][13] - 但是如果净租赁REIT在低利率时期大幅增加投资,则可能会在利率上升时遭受价值损失[13][15][16] 现金流免疫 - 净租赁REIT如果能使自由现金流大于年度债务到期额,就可以规避利率重置的风险[20] - 内部增长是净租赁REIT避免"分母效应"的关键,主要来自租金递增、未分配现金流再投资和资产出售回收的现金流[21][22] 五大净租赁REIT的业务模型分析 - Essential Properties Realty Trust (EPRT)具有较高的内部增长潜力,是分析师最看好的公司之一[27][28] - Realty Income、W.P. Carey和Agree Realty在低利率时期大幅增加投资,现在面临一定的价值损失,但长期价值仍有支撑[29][30][31][32][35] - NNN REIT和Four Corners Property Trust的业务模型相对更加稳健[31][33]

Option for an exclusive worldwide license for potential first-in class B7H3/PTK7 topo-I-payload bispecific antibody drug conjugate (BsADC) programB7H3/PTK7 co-expression found in multiple solid tumor types, including double-digit percent prevalence in lung, colorectal, and head and neck cancersRational combo opportunities with IDEAYA's DNA Damage Repair (DDR) pipeline, including IDE161 (PARG)Targeting development candidate nomination in H2 2024SOUTH SAN FRANCISCO, Calif. and BEIJING, China, July 31, 2024 /P ...

Lemon_tm High-yield dividend stocks have been rallying recently on expectations that the Federal Reserve is likely going to cut interest rates in September. For example, the REIT sector (VNQ) is up by over 8.5% since July 1st. The Global X Super Dividend U.S. ETF (DIV) is up by over 6% during that span, as is the Schwab U.S. Dividend Equity ETF (SCHD), and the utility sector (XLU) is up by over 5.6%. Data by YCharts However, the market may be getting a bit ahead of itself right now, as I do not think in ...

LAUSANNE, Switzerland, July 30, 2024 (GLOBE NEWSWIRE) -- ADC Therapeutics SA (NYSE: ADCT), a commercial-stage global leader and pioneer in the field of antibody drug conjugates (ADCs), today announced that it will host a conference call and live webcast on Tuesday, August 6, 2024, at 8:30 a.m. EDT to report financial results for the second quarter 2024 and provide operational updates. To access the conference call, please register here. Registrants will receive the dial-in number and unique PIN. It is recom ...

Highlights Highly Occupied Portfolio and Sector Leading Investment Grade Tenant Base ROYAL OAK, Mich., July 29, 2024 /PRNewswire/ -- Agree Realty Corporation (NYSE: ADC) (the "Company") today announced that S&P Global Ratings has upgraded the Company's issuer rating to BBB+ from BBB with a stable outlook. According to S&P's press release, the BBB+ issuer rating reflects the Company's sound operating performance, supported by a highly occupied portfolio with minimal near-term lease maturities and a sector le ...

RmcarvalhoReal estate has been the top performing sector over the past month, rising by 7.5% while Information Technology (-3.5%) and Communication Services (-7.1%) have become the laggards. Several of the largest REITs, including Prologis (PLD), American Tower (AMT), and VICI Properties (VICI), have seen double-digit gains. Like other cyclical sectors, real estate is poised to benefit from the anticipated cycle of interest rate cuts, and as treasury and money market rates fall, I expect further interes ...

Wolterk Dear readers, Agree Realty Corporation (NYSE:ADC) has been a core holding of my REIT portfolio for over a year now, and for a good reason, as the company is arguably one of the highest quality (and safest) REITs out-there offering reliable dividend yield of 4.3%, locked-in rent growth of around 2% per year, and solid upside from multiple expansion when interest rates decline, which seems more likely by the day. Last time I covered ADC was over a year ago in an article called Safety And Income Fo ...

Adam Gault Introduction Saying a stock will outperform the S&P will probably ruffle a few feathers. But I think Agree Realty (NYSE:ADC) can and will likely outperform the S&P over the next 5-10 years, at least in total returns. And for this reason, among others, I remain bullish on the stock. Moreover, with lower interest rates likely coming by the end of the year, ADC is poised to see further upside in the coming months, making it a must-have for dividend investors seeking strong returns in the foresee ...

Agree Realty's stock price is up 17% in just three months. It is still attractive, but it is quickly becoming a growth-and-income pick.Agree Realty (ADC 1.22%) is a prominent net-lease real estate investment trust (REIT). It has a solid history of dividend increases behind it, but most notable is the fairly rapid rate of dividend growth over the past decade. The roughly 17% rise in its stock price over the past three months is a positive in many ways, but for investors looking at the stock today, it could m ...