Flowvium

Unternehmensvergleich

Seitenweise Analyse von Lieferkettenposition, institutionellen Signalen und Nachrichten-Lückenwerten.

VS

Marktkapitalisierung

GroßvsTitan

Ketten-Rolle

intermediaryvsleader

Lückenwert

80vs5

IB-Aktivität

82vs95

Umsatzmix-Vergleich

REGN
NVDA
REG

Regeneron Pharmaceuticals

REGN · pharma-biotech

intermediaryGroß ($10B+)
Vollständiges Profil

Über

Regeneron is a leading biotechnology company built on its proprietary VelociSuite antibody-discovery platform. Dupixent has become one of the best-selling drugs globally, and the company's deep pipeline of bispecific antibodies and next-gen immunotherapies positions it for continued growth beyond its current blockbusters.

Gegründet

1988

Mitarbeiter

14,000+

Hauptsitz

Tarrytown, New York, USA

Umsatz

$16.2B

Dupixent (net collaboration)52%
Eylea (U.S.)25%
Oncology (Libtayo)10%
Other Products & Collaboration13%

News-Gap-Signal

Lückenwert (Stille = Signal)80
IB-Aktivitätswert82
Medienabdeckungswert20

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$253M

BlackRock

2024-08-13

reducing$97M

BlackRock

2024-08-13

reducing$122M

BlackRock

2024-08-13

Schlüsselbeziehungen

LLY· Eli Lilly and Company
competitor
PFE· Pfizer Inc.
partner
MRNA· Moderna, Inc.
competitor
NVO· Novo Nordisk
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Vollständiges Profil

Über

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Gegründet

1993

Mitarbeiter

32,000+

Hauptsitz

Santa Clara, California, USA

Umsatz

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News-Gap-Signal

Lückenwert (Stille = Signal)5
IB-Aktivitätswert95
Medienabdeckungswert98

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Schlüsselbeziehungen

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer