{"id":5382,"date":"2022-06-29T01:29:22","date_gmt":"2022-06-29T01:29:22","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=5382"},"modified":"2023-08-29T17:54:37","modified_gmt":"2023-08-29T17:54:37","slug":"imugene-positive-trial-evolution-mining-downgrade-gold-production-bhp-nature-positive","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=5382","title":{"rendered":"Imugene \u63ed\u793a\u79ef\u6781\u8bd5\u9a8c\uff0cEvolution Mining \u4e0b\u8c03\u9ec4\u91d1\u4ea7\u91cf\u9884\u6d4b\uff0cBHP\u5ba3\u5e03\u201c\u81ea\u7136\u79ef\u6781\u201d\u627f\u8bfa"},"content":{"rendered":"<p style=\"font-weight: 400;\">\u5728\u5ba3\u5e03\u5176\u4e3b\u8981\u5019\u9009\u836f\u7269 HER-Vaxx \u63d0\u9ad8\u665a\u671f\u80c3\u764c\u60a3\u8005\u7684\u5b58\u6d3b\u7387\u540e\uff0cImugene (ASX: IMU) \u7684\u80a1\u4ef7\u672c\u5468\u98d9\u5347\u3002<\/p>\n<p style=\"font-weight: 400;\">\u8fd9\u5bb6\u4e34\u5e8a\u9636\u6bb5\u514d\u75ab\u80bf\u7624\u5b66\u516c\u53f8\u5728 2 \u671f\u4e34\u5e8a\u8bd5\u9a8c\u4e2d\u5ba3\u5e03\u5176 HER-Vaxx \u836f\u7269\u7684\u9633\u6027\u5b58\u6d3b\u7387\u3002<\/p>\n<p style=\"font-weight: 400;\">HER-Vaxx \u662f\u4e00\u79cd B \u7ec6\u80de\u514d\u75ab\u7597\u6cd5\u5019\u9009\u836f\u7269\uff0c\u7528\u4e8e\u6cbb\u7597\u8fc7\u5ea6\u8868\u8fbe HER-2\/neu \u86cb\u767d\u7684\u80bf\u7624\u3002<\/p>\n<p style=\"font-weight: 400;\">\u5728\u8bd5\u9a8c\u671f\u95f4\uff0c\u53d1\u73b0\u63a5\u53d7 HER-Vaxx \u6cbb\u7597\u7684\u60a3\u8005\u4e0e\u5355\u72ec\u63a5\u53d7\u5316\u7597\u7684\u60a3\u8005\u76f8\u6bd4\uff0c\u6b7b\u4ea1\u51e0\u7387\u964d\u4f4e\u4e86 41.5%\u3002<\/p>\n<p style=\"font-weight: 400;\">\u7b80\u800c\u8a00\u4e4b\uff0c\u63a5\u53d7\u6cbb\u7597\u7684\u60a3\u8005\u7684\u5e73\u5747\u751f\u5b58\u671f\u4e3a 13.9 \u4e2a\u6708\uff0c\u800c\u4ec5\u63a5\u53d7\u5316\u7597\u7684\u60a3\u8005\u4e3a 8.3 \u4e2a\u6708\u3002<\/p>\n<p style=\"font-weight: 400;\">\u8bd5\u9a8c\u7684\u6210\u529f\u8fd8\u53d1\u73b0\uff0c\u4e0e\u5316\u7597\u8054\u5408\u4f7f\u7528 HER-Vaxx \u6ca1\u6709\u8fdb\u4e00\u6b65\u7684\u6bd2\u6027\u3002<\/p>\n<p style=\"font-weight: 400;\">Imugene \u9996\u5e2d\u6267\u884c\u5b98 Leslie Chong \u8868\u793a\uff0c\u8bd5\u9a8c\u7ed3\u679c\u5bf9\u4e8e\u665a\u671f\u80c3\u764c\u60a3\u8005\u6765\u8bf4\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u91cc\u7a0b\u7891\u3002<\/p>\n<p style=\"font-weight: 400;\">\u201c\u6700\u7ec8\u5206\u6790\u6709\u5229\u4e8e HER-Vaxx \u7684\u751f\u5b58\u7ed3\u679c\uff0c\u6211\u6ce8\u610f\u5230\u72ec\u7acb\u6570\u636e\u76d1\u6d4b\u59d4\u5458\u4f1a(Independent Data Monitoring Committee)\u4e4b\u524d\u5efa\u8bae\u901a\u8fc7\u51cf\u5c11\u60a3\u8005\u6570\u91cf\u6765\u7f29\u77ed\u7814\u7a76\uff0c\u201d\u5979\u8bf4\u3002<\/p>\n<h2>Evolution Mining<\/h2>\n<p style=\"font-weight: 400;\">Evolution Mining (ASX: EVN) \u4e0b\u8c03\u4e86\u622a\u81f3 6 \u6708 30 \u65e5\u7684 2022 \u8d22\u5e74\u9ec4\u91d1\u751f\u4ea7\u6307\u5bfc\uff0c\u5e76\u6401\u7f6e\u4e86\u5176\u5728\u897f\u6fb3\u5927\u5229\u4e9aMungari \u77ff\u573a\u7684\u6570\u767e\u4e07\u7f8e\u5143\u6269\u5efa\u8ba1\u5212\u3002<\/p>\n<p style=\"font-weight: 400;\">\u8be5\u516c\u53f8\u5c06\u4eca\u5e74\u7684\u751f\u4ea7\u6307\u5bfc\u4fee\u6b63\u4e3a 640,000 \u76ce\u53f8\uff0c\u4f4e\u4e8e 4 \u6708\u4efd\u53d1\u5e03\u7684 650,000 \u76ce\u53f8\u9884\u6d4b\u3002<\/p>\n<p style=\"font-weight: 400;\">\u7531\u4e8e\u5929\u6c14\u6761\u4ef6\u548c COVID-19 \u76f8\u5173\u95ee\u9898\uff0c\u8fd9\u5c06\u662f Evolution \u8fde\u7eed\u7b2c\u4e94\u5e74\u4e0d\u5f97\u4e0d\u4e0b\u8c03\u5176\u9ec4\u91d1\u751f\u4ea7\u76ee\u6807\u3002<\/p>\n<p style=\"font-weight: 400;\">\u8be5\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u81ea 3 \u6708\u897f\u6fb3\u8fb9\u5883\u5f00\u653e\u4ee5\u6765\uff0c\u5176 Mungari \u77ff\u7684 30% \u4ee5\u4e0a\u7684\u5de5\u4eba\u56e0 COVID-19 \u800c\u7ecf\u5386\u4e86 7 \u5929\u7684\u9694\u79bb\u671f\u3002<\/p>\n<p style=\"font-weight: 400;\">\u6700\u91cd\u8981\u7684\u662f\uff0c\u5927\u96e8\u4f7f Evolution \u5728\u65b0\u5357\u5a01\u5c14\u58eb\u5dde\u7684 Cowal \u91c7\u77ff\u4f5c\u4e1a\u505c\u4ea7\u3002<\/p>\n<p style=\"font-weight: 400;\">\u8be5\u516c\u53f8\u5728\u52a0\u62ff\u5927\u7684\u7ea2\u6e56\u77ff\u6539\u9020\u5ef6\u8fdf\u4ee5\u53ca\u5176 Mungari \u4e1a\u52a1\u7684\u6269\u5f20\u505c\u6b62\u4e5f\u662f\u5bfc\u81f4\u8f83\u4f4e\u6307\u5bfc\u7684\u539f\u56e0\u3002<\/p>\n<p style=\"font-weight: 400;\">\u5c3d\u7ba1\u5982\u6b64\uff0c\u8be5\u516c\u53f8\u5df2\u5ba3\u5e03\u4fee\u8ba2\u540e\u7684\u4ea7\u91cf\u6570\u636e\u4ecd\u4ee3\u8868\u672a\u6765\u4e24\u5e74\u7684\u4ea7\u91cf\u589e\u957f 25%\u3002<\/p>\n<h2>ALS<\/h2>\n<p style=\"font-weight: 400;\">ALS (ASX: ALQ) \u5ba3\u5e03\uff0c\u5b83\u5df2\u63d0\u4ea4\u4e00\u4efd\u4e3b\u52a8\u7684\u3001\u4e0d\u5177\u7ea6\u675f\u529b\u7684\u6307\u793a\u6027\u5168\u73b0\u91d1\u8981\u7ea6\uff0c\u4ee5\u6bcf\u80a1 0.16 \u7f8e\u5143\u7684\u4ef7\u683c\u6536\u8d2dHRL Holdings (ASX: HRL) \u7684 100%\u3002<\/p>\n<p style=\"font-weight: 400;\">\u603b\u90e8\u4f4d\u4e8e\u6606\u58eb\u5170\u7684\u5b9e\u9a8c\u5ba4\u5de8\u5934 ALS \u5468\u4e8c\u8bc1\u5b9e\u4e86\u8fd9\u4e00\u6d88\u606f\u2014\u2014\u636e\u62a5\u9053\uff0c\u4e24\u5bb6\u516c\u53f8\u4e8e 6 \u6708 7 \u65e5\u7b7e\u7f72\u4e86\u4e00\u4efd\u6d41\u7a0b\u5951\u7ea6\u3002<\/p>\n<p style=\"font-weight: 400;\">\u6839\u636e\u6d41\u7a0b\u5951\u7ea6\uff0cALS \u88ab\u5141\u8bb8\u8fdb\u884c\u5c3d\u804c\u8c03\u67e5\u548c\u8c08\u5224\u3002<\/p>\n<p style=\"font-weight: 400;\">HRL \u5728\u4e00\u4efd\u58f0\u660e\u4e2d\u79f0\uff0c\u53cc\u65b9\u4ecd\u5904\u4e8e\u521d\u6b65\u8ba8\u8bba\u9636\u6bb5\uff0c\u53cc\u65b9\u5c1a\u672a\u8fbe\u6210\u4efb\u4f55\u534f\u8bae\u3002<\/p>\n<p style=\"font-weight: 400;\">\u62df\u8bae\u4ea4\u6613\u7684\u987e\u95ee\u662f Highbury Partnership \u548c Baker &amp; McKenzie\u3002<\/p>\n<h2>Macquarie Group<\/h2>\n<p>Macquarie Group (ASX: MQG) \u5ba3\u5e03\u901a\u8fc7\u53d1\u884c\u8d44\u672c\u7968\u636e\u7b79\u96c6 4 \u4ebf\u6fb3\u5143\u7684\u503a\u52a1\uff0c\u8be5\u7968\u636e\u5c06\u5728\u6fb3\u5927\u5229\u4e9a\u8bc1\u5238\u4ea4\u6613\u6240\u4e0a\u5e02\u3002<\/p>\n<p style=\"font-weight: 400;\">\u8be5\u516c\u53f8\u5ba3\u5e03\u6253\u7b97\u901a\u8fc7\u53d1\u884cMacquarie Group Capital Notes 6 (MCN6) \u7b79\u96c6 4 \u4ebf\u6fb3\u5143\uff0c\u5e76\u53ef\u9009\u62e9\u7b79\u96c6\u6216\u591a\u6216\u5c11\u7684\u8d44\u91d1\u3002<\/p>\n<p style=\"font-weight: 400;\">MCN6 \u662f\u5168\u989d\u652f\u4ed8\u3001\u65e0\u62c5\u4fdd\u3001\u6b21\u7ea7\u3001\u975e\u7d2f\u79ef\u3001\u5f3a\u5236\u53ef\u8f6c\u6362\u3001\u6c38\u4e45\u3001\u81ea\u52a8\u53ef\u8f6c\u6362\u7968\u636e\uff0c\u53d1\u884c\u4ef7\u4e3a\u6bcf\u5f20 100 \u6fb3\u5143\u3002<\/p>\n<p style=\"font-weight: 400;\">\u5206\u53d1\u8fd9\u4e9b\u7b14\u8bb0\u4e4b\u9645\uff0c\u9ea6\u683c\u7406\u65e8\u5728\u7ef4\u6301\u591a\u6837\u5316\u7684\u8d44\u91d1\u6765\u6e90\u3002<\/p>\n<p style=\"font-weight: 400;\">\u5b83\u5c06\u7533\u8bf7 MCN6 \u5728 ASX \u4e0a\u62a5\u4ef7\uff0cMCN6 \u9884\u8ba1\u5c06\u5728 ASX \u4ee3\u7801 MQGPF \u4e0b\u4ea4\u6613\u3002<\/p>\n<p style=\"font-weight: 400;\">\u6295\u8d44\u8005\u53ea\u80fd\u901a\u8fc7\u8f9b\u8fea\u52a0\u7ecf\u7eaa\u4eba\u7533\u8bf7\uff0c\u8be5\u62a5\u4ef7\u4e8e 7 \u6708 6 \u65e5\u5f00\u653e\uff0c\u53ef\u4f9b\u6563\u6237\u548c\u673a\u6784\u6295\u8d44\u8005\u4f7f\u7528\u3002<\/p>\n<p style=\"font-weight: 400;\">\u6700\u91cd\u8981\u7684\u662f\uff0cMacquarie\u8fd8\u5c06\u5176\u80a1\u606f\u6bd4\u7387\u964d\u81f3\u6536\u76ca\u7684 50-70% \u4e4b\u95f4\uff0c\u5e76\u4e8e 2021 \u5e74 11 \u6708\u542f\u52a8\u4e86 15 \u4ebf\u6fb3\u5143\u7684\u673a\u6784\u914d\u80a1\uff0c\u4ee5\u786e\u4fdd\u83b7\u5f97\u73b0\u91d1\u3002<\/p>\n<h2 style=\"font-weight: 400;\">BHP<\/h2>\n<p style=\"font-weight: 400;\">BHP Group (ASX: BHP) \u5df2\u627f\u8bfa\u5230 2030 \u5e74\u4fdd\u62a4\u6216\u4fee\u590d\u5176\u5728\u5168\u7403\u62e5\u6709\u6216\u7ba1\u7406\u7684 30% \u7684\u571f\u5730\uff0c\u5e76\u901a\u8fc7\u4e0e\u571f\u8457\u56e2\u4f53\u52a0\u5f3a\u5408\u4f5c\u6765\u52a0\u5f3a\u5176\u201c\u793e\u4f1a\u4ef7\u503c\u201d\u8bc1\u4e66\u3002<\/p>\n<p style=\"font-weight: 400;\">\u8fd9\u5bb6\u77ff\u4e1a\u5de8\u5934\u5728\u8fd1 600 \u4e07\u516c\u9877\u7684\u571f\u5730\u548c\u6c34\u57df\u4e0a\u8fd0\u8425\uff0c\u5176\u4e2d 2% \u76f4\u63a5\u53d7\u5230\u5176\u8fd0\u8425\u7684\u5f71\u54cd\u3002<\/p>\n<p style=\"font-weight: 400;\">BHP\u9996\u5e2d\u6cd5\u5f8b\u3001\u6cbb\u7406\u548c\u5916\u90e8\u4e8b\u52a1\u5b98Caroline Cox\u8868\u793a\uff0c\u516c\u53f8\u5c06\u63a5\u53d7\u65b0\u76ee\u6807\uff0c\u4ee5\u521b\u9020\u201c\u5bf9\u81ea\u7136\u6709\u5229\u201d\u7684\u6210\u679c\u3002<\/p>\n<p style=\"font-weight: 400;\">\u201c\u79d1\u5b66\u5bb6\u544a\u8bc9\u6211\u4eec\uff0c\u4e3a\u4e86\u963b\u6b62\u548c\u626d\u8f6c\u7269\u79cd\u635f\u5931\u5e76\u4fdd\u62a4\u4f5c\u4e3a\u6211\u4eec\u7ecf\u6d4e\u5b89\u5168\u57fa\u7840\u7684\u91cd\u8981\u751f\u6001\u7cfb\u7edf\uff0c\u6211\u4eec\u9700\u8981\u5728\u672a\u6765\u5341\u5e74\u8ba9\u81ea\u7136\u8d70\u4e0a\u590d\u82cf\u4e4b\u8def\uff0c\u201d\u5979\u8bf4\u3002<\/p>\n<p style=\"font-weight: 400;\">\u201c\u8fd9\u5305\u62ec\u5230 2030 \u5e74\u4fdd\u62a4\u81f3\u5c11 30% \u7684\u4e16\u754c\u9646\u5730\u548c\u6d77\u6d0b\uff0c\u5168\u7403\u8fd1 100 \u4e2a\u56fd\u5bb6\u5df2\u7ecf\u627f\u8bfa\u5e94\u5bf9\u8fd9\u4e00 30 by 30 \u6311\u6218\u3002\u201d<\/p>\n<p style=\"font-weight: 400;\">BHP\u505a\u51fa\u8fd9\u4e00\u51b3\u5b9a\u4e4b\u9645\uff0c\u77ff\u4e1a\u516c\u53f8\u9762\u4e34\u8d8a\u6765\u8d8a\u5927\u7684\u516c\u4f17\u538b\u529b\uff0c\u4ee5\u51cf\u8f7b\u5176\u5bf9\u73af\u5883\u7684\u5f71\u54cd\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5728\u5ba3\u5e03\u5176\u4e3b\u8981\u5019\u9009\u836f\u7269 HER-Vaxx \u63d0\u9ad8\u665a\u671f\u80c3\u764c\u60a3\u8005\u7684\u5b58\u6d3b\u7387\u540e\uff0cImugene (ASX: IMU) \u7684\u80a1\u4ef7\u672c\u5468\u98d9\u5347\u3002 \u8fd9\u5bb6\u4e34\u5e8a\u9636\u6bb5\u514d\u75ab\u80bf\u7624\u5b66\u516c\u53f8\u5728 2 \u671f\u4e34\u5e8a\u8bd5\u9a8c\u4e2d\u5ba3\u5e03\u5176 HER-Vaxx \u836f\u7269\u7684\u9633\u6027\u5b58\u6d3b\u7387\u3002 HER-Vaxx \u662f\u4e00\u79cd B \u7ec6\u80de\u514d\u75ab\u7597\u6cd5\u5019\u9009\u836f\u7269\uff0c\u7528\u4e8e\u6cbb\u7597\u8fc7\u5ea6\u8868\u8fbe HER-2\/neu \u86cb\u767d\u7684\u80bf\u7624\u3002 \u5728\u8bd5\u9a8c\u671f\u95f4\uff0c\u53d1\u73b0\u63a5\u53d7 HER-Vaxx \u6cbb\u7597\u7684\u60a3\u8005\u4e0e\u5355\u72ec\u63a5\u53d7\u5316\u7597\u7684\u60a3\u8005\u76f8\u6bd4\uff0c\u6b7b\u4ea1\u51e0\u7387\u964d\u4f4e\u4e86 41.5%\u3002 \u7b80\u800c\u8a00\u4e4b\uff0c\u63a5\u53d7\u6cbb\u7597\u7684\u60a3\u8005\u7684\u5e73\u5747\u751f\u5b58\u671f\u4e3a 13.9 \u4e2a\u6708\uff0c\u800c\u4ec5\u63a5\u53d7\u5316\u7597\u7684\u60a3\u8005\u4e3a 8.3 \u4e2a\u6708\u3002 \u8bd5\u9a8c\u7684\u6210\u529f\u8fd8\u53d1\u73b0\uff0c\u4e0e\u5316\u7597\u8054\u5408\u4f7f\u7528 HER-Vaxx \u6ca1\u6709\u8fdb\u4e00\u6b65\u7684\u6bd2\u6027\u3002 Imugene \u9996\u5e2d\u6267\u884c\u5b98 Leslie Chong \u8868\u793a\uff0c\u8bd5\u9a8c\u7ed3\u679c\u5bf9\u4e8e\u665a\u671f\u80c3\u764c\u60a3\u8005\u6765\u8bf4\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u91cc\u7a0b\u7891\u3002 \u201c\u6700\u7ec8\u5206\u6790\u6709\u5229\u4e8e HER-Vaxx \u7684\u751f\u5b58\u7ed3\u679c\uff0c\u6211\u6ce8\u610f\u5230\u72ec\u7acb\u6570\u636e\u76d1\u6d4b\u59d4\u5458\u4f1a(Independent Data Monitoring Committee)\u4e4b\u524d\u5efa\u8bae\u901a\u8fc7\u51cf\u5c11\u60a3\u8005\u6570\u91cf\u6765\u7f29\u77ed\u7814\u7a76\uff0c\u201d\u5979\u8bf4\u3002 Evolution Mining Evolution Mining (ASX: EVN) \u4e0b\u8c03\u4e86\u622a\u81f3 6 \u6708 30 \u65e5\u7684 2022 \u8d22\u5e74\u9ec4\u91d1\u751f\u4ea7\u6307\u5bfc\uff0c\u5e76\u6401\u7f6e\u4e86\u5176\u5728\u897f\u6fb3\u5927\u5229\u4e9aMungari \u77ff\u573a\u7684\u6570\u767e\u4e07\u7f8e\u5143\u6269\u5efa\u8ba1\u5212\u3002 \u8be5\u516c\u53f8\u5c06\u4eca\u5e74\u7684\u751f\u4ea7\u6307\u5bfc\u4fee\u6b63\u4e3a&hellip; <a class=\"more-link\" href=\"https:\/\/smallcapscn.x5view.co\/?p=5382\">Continue reading <span class=\"screen-reader-text\">Imugene \u63ed\u793a\u79ef\u6781\u8bd5\u9a8c\uff0cEvolution Mining 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