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2023-10-09 19:30:05 ET Summary Merck's business has been dominated by its oncology drug Keytruda and HPV vaccine Gardasil, which have sustained its market share but are facing a reckoning in the not-too-distant future. They are slowly executing a pivot into adjacent areas of Oncol...
2023-10-09 13:10:55 ET More on Bristol-Myers Squibb Company , Mirati Therapeutics Bristol-Myers' Mirati Takeover: Pharma Is Either Buying Crown Jewels Or A Dud Bristol-Myers: Out Of Favor (Rating Upgrade) Bristol-Myers Squibb: How Cheap Is Cheap Enough? ...
2023-10-09 12:37:47 ET Summary 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 b...
2023-10-08 15:18:00 ET As the FDA continues to mull the fate of Amgen's lung cancer drug Lumakras, Sanofi is reportedly moving in on Mirati ( NASDAQ: MRTX ), which has developed a rival product called Krazati. Analysts appear to be divided on whether the FDA will end up denying ...
2023-10-04 09:38:04 ET Summary Lineage Cell Therapeutics is a clinical-stage biotechnology company focused on developing cell therapies for degenerative diseases. The shares trade for just over a buck apiece. Five analyst firms have reissued Buy/Outperform ratings on the stock, wi...
- RAINBOWFISH study met its primary endpoint with 80% of babies sitting without support for at least 5 seconds after 1 year of Evrysdi treatment — without treatment these babies would never be able to sit - - All babies were able to swallow and feed orally and none required permane...
–– Late-breaking results from Phase III trial of Ocrevus (ocrelizumab) subcutaneous injection and Phase II trial of BTK inhibitor fenebrutinib in multiple sclerosis (MS) will be presented –– 10-year Ocrevus efficacy and safety data show significant benefit ...
2023-09-29 08:18:50 ET More on AbbVie, Roche, etc. Roche: Positive Readouts From Pipeline Roche: 2023 Should Mark The Bottom AbbVie: Company Vs. Stock, A Gentle Facelift Would Be Nice (Technical Analysis) AbbVie attempt to nix IBD drug patent challenge fails ...
2023-09-28 16:18:43 ET More on Mirati Therapeutics Mirati: Expansion Of Adagrasib With sNDA And Combination Studies Mirati Therapeutics, Inc. 2023 Q2 - Results - Earnings Call Presentation Mirati Therapeutics, Inc. (MRTX) Q2 2023 Earnings Call Transcript Mira...
2023-09-27 11:35:01 ET More on CRISPR Therapeutics CRISPR Therapeutics: CEO Targets $25bn Valuation - Exa-Cel Approval Is First Step Crispr Therapeutics: The Chance To Load Up Is Finally Here (Technical Analysis) CRISPR Therapeutics AG (CRSP) Presents at Citi's 18th ...
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2024-07-23 05:48:00 ET Novo Nordisk (NYSE: NVO) is riding the Ozempic/Wegovy train straight to the bank. Eli Lilly (NYSE: LLY) is doing the same with Mounjaro and Zepbound. Both big drugmakers have multibillion-dollar obesity drug franchises that continue to grow rapidly. Sh...
2024-07-22 05:59:00 ET Both Pfizer (NYSE: PFE) and Roche Holdings (OTC: RHHBY) rank among the world's most powerful pharmaceutical companies. Yet neither is actively competing in the all-important market for weight loss drugs, which is currently being split between the likes...
– Two-year Phase III data presented at ASRS 2024 show Susvimo’s potential as an alternative to eye injections to treat diabetic macular edema (DME) and diabetic retinopathy (DR) – – Safety data were consistent with the known safety profile for Susvimo in people...