BeOne Medicines extends its collaboration with quantitative systems pharmacology firm InSysBio, aiming to optimize clinical trial dosing and mitigate cytokine release syndrome risks across its broad portfolio of 15 novel oncology assets.
Immunocore Holdings (IMCR) shares have experienced notable turbulence, declining over 7% in a week. Yet, a significant gap between its current price and analyst fair value estimates highlights a debate over the biotech's future, heavily reliant on its lead asset KIMMTRAK and pipeline execution.
ABIVAX (NASDAQ:ABVX) shares have skyrocketed over 2000% in recent months, fueled by speculation of an Eli Lilly buyout and promising clinical data for its lead drug. CEO Marc De Garidel has publicly dismissed the acquisition rumors as 'noise,' redirecting focus to the company's financing needs and advancing therapeutic programs.
Exelixis shares have delivered impressive multi-year returns, but recent price weakness has investors questioning if the rally has run its course. A deep dive into valuation models suggests the stock may still be significantly undervalued, presenting a potential opportunity amidst market uncertainty.
Travere Therapeutics faces a securities fraud investigation by Robbins Geller Rudman & Dowd LLP, raising questions about the accuracy of its past disclosures. The probe casts a shadow over the company's critical transition, as it banks on its kidney drug FILSPARI to drive growth amid mounting legal and commercial pressures.
As Amgen prepares to release its fourth-quarter results, investors are watching for signs of sustained momentum in its key drug portfolios and the impact of recent acquisitions.
Exelixis has filed its next-generation therapy zanzalintinib with U.S. regulators for metastatic colorectal cancer, marking a significant step in its clinical development and potentially enhancing its competitive position in the targeted oncology space.
Shares of Day One Biopharmaceuticals (NASDAQ: DAWN) have surged over 50% in the last three months, reigniting debate over its fair value and the risks tied to its lead drug OJEMDA and a pivotal upcoming data readout.
Investors face a classic choice between AbbVie's steady dividends and Abivax's high-risk, high-reward potential as both target lucrative immunology markets.
Sanofi announces promising late-stage results for its immunology candidate amlitelimab and expands into genetic therapies via an investment in Sensorion, signaling a strategic push into high-value therapeutic areas.
Erasca Inc. (ERAS) sees its price target raised from $5 to $12 by Guggenheim, following promising clinical data for its lead oncology candidates and updated financial models. The move comes amid a series of positive analyst revisions for the clinical-stage biopharma firm.
LifeSci Capital reaffirms its Buy rating on Olema Pharmaceuticals (OLMA) and raises its price target to $45, following bullish analyst sentiment on the company's lead drug candidate, Palazestrant, for ER+/HER2- breast cancer.
Goldman Sachs has upgraded BioNTech SE (NASDAQ:BNTX) from Neutral to Buy, raising its price target to $142. The firm highlights the company's pivotal role in next-generation cancer treatments, including immuno-oncology and antibody-drug conjugates (ADCs), as a major catalyst for future growth.
Bank of America has raised its price target for clinical-stage biopharma firm Xencor (XNCR), highlighting a cautiously improving landscape for the sector driven by data catalysts, M&A, and capital access.
GSK makes a dual strategic move, acquiring RAPT Therapeutics for its food allergy portfolio and securing broader European approval for its RSV vaccine Arexvy, reinforcing its focus on immunology and respiratory health.
British pharmaceutical giant AstraZeneca has entered a strategic partnership with China's CSPC Pharmaceutical, committing over $1 billion upfront to co-develop next-generation obesity therapies, signaling intensified competition in the lucrative global weight-loss drug market.
Synthetic biology leader Twist Bioscience reported strong Q1 FY2026 results, with revenue climbing 17% year-over-year to $103.7 million. Management highlighted accelerating demand from AI-powered drug discovery and reiterated its path to adjusted EBITDA breakeven by Q4 FY2026.
Despite a sharp sell-off in its shares, HubSpot reports a surge in new contract signings and projects an expanding free cash flow margin, signaling underlying operational strength even as investors remain wary.
As Pfizer prepares to report its fourth-quarter results, investors are weighing the company's strategic pivot beyond its COVID-19 portfolio against a backdrop of expected revenue declines. The report may set the tone for the broader pharmaceutical sector.
Intuit expands its ecosystem with a dual-pronged strategy, launching a career development program for accounting students while integrating Checkr's background check services directly into its payroll and enterprise platforms, aiming to solidify its role from talent cultivation to HR operations.
