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AlphaFold is a leading open-source AI program that aids researchers in visualizing protein structures. Applications are diverse and reduce research time across the healthcare industry and academia. The program certainly is a gift to our future health, but the open source nature an...
The street consensus anticipates 7.71% net profit CAGR over the next 5 years. Targeted acquisition, a likely spinoff of Sandoz and $15B share buyback underscore the commitment of investing in the core business and returning excess capital to shareholders. An advantageous risk-rewa...
The most recent two hottest potatoes in the biotech arena are Aurinia Pharmaceuticals and Seagen. While the latter is mostly/recently associated with an upcoming Merck buyout, the former has been associated with many big pharma names. It's clear (to us) that AUPH should be on the ...
Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analy...
Swiss drugmaker, Novartis AG ( NYSE: NVS ) ( OTCPK:NVSEF ) is said to be leaning towards a potential spinoff of its Sandoz business and a separate listing of the $25B generics drug unit is increasingly likely, Bloomberg reported Thursday citing people familiar with the mat...
Updated to include the company’s response to the ruling. A U.S. appeals court ruled against Novartis (NYSE:NVS) (OTCPK:NVSEF), dealing a blow to the Swiss drugmaker’s claims in a patent lawsuit related to its blockbuster multiple sclerosis drug, Gilenya. The U.S. Court of Appeal...
A U.S. appeals court ruled against Novartis (NYSE:NVS) (OTCPK:NVSEF) dealing a blow to Swiss drugmaker’s claims in patent lawsuit related to its blockbuster multiple sclerosis drug Gilenya. The U.S. Court of Appeals for the Federal Circuit sided with the Chinese drugmaker HEC Pharm Co ...
The ADRs of BeiGene (NASDAQ:BGNE) gained 12% in the pre-market Tuesday after the biotech announced that regulators in China have accepted a marketing application for drug combination involving its anti-PD-1 inhibitor, tislelizumab. With the supplemental biologics license application (sBL...
A group of biotechs focused on gene therapy candidates surged on Tuesday after the FDA posted a favorable review on a β-thalassemia candidate developed by commercial-stage company Bluebird bio (NASDAQ:BLUE) ahead of an AdCom meeting later this week. The data for the marketing applicati...
Disclosing data from a global Phase 2/3 trial, Novartis (NYSE:NVS) (OTCPK:NVSEF) announced on Monday that its drug combination of Tafinlar and Mekinist reduced the risk of disease progression or death for a type of childhood brain cancer by more than two thirds compared to chemotherapy. The t...
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FDA approval of the company’s second US Radioligand Therapy (RLT) manufacturing facility increases RLT production capacity to 250,000 doses in 2024 and beyond New 70,000-square foot RLT facility is the company’s largest and most advanced in the world to date and centrall...
APPLY-PNH extension data show that continuous Fabhalta ® (iptacopan) treatment in adults with paroxysmal nocturnal hemoglobinuria (PNH) enabled sustained hemoglobin-level increases to near-normal (≥12 g/dL), blood transfusion avoidance, and improved patient-reported fatigu...
With 5.6 months of additional follow-up and 78.3% of patients having completed Kisqali ® (ribociclib) investigational treatment, the updated analysis shows sustained iDFS benefit and stability in secondary endpoints including overall survival (OS) 1,2 iDFS...