Oncology Therapy

Business

Sangamo's Fabry Gene Therapy Nears FDA Finish Line: Will Accelerated Approval Pathway Deliver for SGMO Investors?

Sangamo Therapeutics secures a critical FDA Accelerated Approval pathway for its Fabry disease gene therapy ST-920, backed by positive Phase 1/2 data. As the company begins its rolling BLA submission, investors weigh promising clinical results against persistent financial risks and a history of dilution.

Feb 4, 2026

Business

Merck Shares Climb on 2026 Outlook, Signaling Investor Confidence in Long-Term Oncology Strategy

Merck & Co. reported solid Q4 2025 results but issued a cautious 2026 sales forecast, citing acquisition costs and patent expirations. Despite this, shares rose as the market focused on the company's sustained dividend and aggressive reinvestment in its oncology and vaccine pipelines.

Feb 3, 2026

Business

Pfizer's Stock Rebound and Oncology Push: Is the Pharma Giant Undervalued?

Pfizer's shares have staged a notable rebound in recent months, drawing investor attention as the company pivots towards oncology. We examine whether the current valuation reflects its long-term growth potential or lingering post-pandemic challenges.

Feb 3, 2026

AI Takes Center Stage at SCOPE 2026: New Oncology Trial Systems Aim to End 'Referral Black Holes' and Slash Timelines

At the SCOPE 2026 summit, Massive Bio and ConcertAI unveiled competing AI-driven platforms designed to tackle chronic inefficiencies in oncology clinical trials, from patient enrollment to study design, promising faster, more reliable pathways for new cancer therapies.

Feb 3, 2026

Business

U.S. Physical Therapy's Rally Raises Valuation Concerns: Analysts Flag Risks, Suggest Alternative

Despite a 19% surge in six months, analysts question U.S. Physical Therapy's (USPH) long-term prospects, citing scale limitations, declining cash flow margins, and falling returns on capital. With shares trading at a premium, the focus shifts to more resilient opportunities.

Feb 3, 2026

Business

Novo Nordisk Advances Oral Obesity Pill and Cell Therapy Pipeline Amid Market Reassessment

Novo Nordisk launches its first oral GLP-1 weight-loss drug with strong early demand, reports positive Phase 3 results for CagriSema, and expands a cell therapy partnership for diabetes. These moves come as investors reevaluate the company's long-term growth prospects amid competitive and pricing pressures.

Feb 2, 2026

Business

Takeda Lifts Full-Year Forecasts and Launches New PID Therapy, But Investor Debate on Valuation Intensifies

Takeda Pharmaceutical raises its FY2025 revenue and profit guidance following resilient nine-month results and announces U.S. availability of a new ready-to-use immunoglobulin therapy for primary immunodeficiency, fueling discussions on its growth strategy amid high debt and margin pressures.

Feb 2, 2026

Business

Sarepta's Gene Therapy Shows Sustained Slowing of DMD Progression in Landmark Three-Year Data

New long-term results from the pivotal EMBARK trial indicate ELEVIDYS, Sarepta's gene therapy, continues to alter the disease trajectory for boys with Duchenne muscular dystrophy, with no new safety concerns emerging over three years.

Jan 31, 2026

Business

Goldman Sachs Upgrades BioNTech to Buy, Citing Oncology Pipeline as Key Growth Driver

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.

Jan 30, 2026

Business

Pfizer's Oncology Bet: Can the Seagen Acquisition Fuel a Turnaround?

As Pfizer's stock languishes near multi-year lows, a bullish thesis is gaining traction among some analysts, who argue the market is overlooking the long-term value of its $43 billion Seagen purchase and a reinvigorated cancer drug pipeline.

Feb 5, 2026

Business

GSK Posts Strong 2025 Growth Fueled by Oncology Surge and HIV Portfolio, as New CEO Charts Aggressive R&D Path

Driven by a near-doubling in sales of its key cancer drug Jemperli and sustained growth in its HIV division, GSK reported a 7% rise in annual sales. The results provide a solid foundation for new CEO Luke Miels, who is steering the company toward an accelerated pipeline strategy to navigate looming patent cliffs.

Feb 4, 2026

Business

Merck Navigates Mixed Q4 2025 with Oncology Strength Offsetting Vaccine Slump, Sets Cautious 2026 Outlook

Merck & Co. reported a 5% rise in Q4 2025 revenue to $16.4 billion, powered by its blockbuster cancer drug Keytruda and animal health division. However, a steep 35% drop in Gardasil sales, attributed to weakened demand in Asia, highlighted regional vulnerabilities. The pharmaceutical giant issued initial 2026 guidance projecting modest growth while absorbing a significant one-time charge from its recent Cidara Therapeutics acquisition.

Feb 4, 2026

Business

Celcuity's Precision Oncology Push Catches Eye of Top-Performing Fund Apis Capital

Apis Capital's flagship fund, which surged 55% in 2025, spotlights clinical-stage biotech Celcuity in its latest investor letter, citing the company's novel platform for matching cancer patients with targeted therapies.

Feb 2, 2026

Business

Cogent Biosciences Gains Key FDA Designations for Bezuclastinib, Spotlighting GIST Treatment Potential

Cogent Biosciences secures FDA Breakthrough Therapy Designation and enters the Real-Time Oncology Review program for its lead drug candidate bezuclastinib in gastrointestinal stromal tumors (GIST), marking significant regulatory momentum for the biotech firm.

Feb 2, 2026

Business

Merck Pivots Oncology Strategy: Partnerships Over Mega-Deals as Market Questions Valuation

Merck & Co. shifts its cancer drug development playbook, opting for targeted collaborations with Guardant Health and Eikon Therapeutics after walking away from a major acquisition. Analysts debate whether the stock's current price fully reflects its long-term pipeline potential.

Jan 30, 2026

Business

Beyond GLP-1: Eli Lilly Diversifies Pipeline with Autoimmune, Gene Editing Deals and Cancer Therapy Win

Eli Lilly bolsters its long-term growth strategy through two new R&D partnerships and a key regulatory milestone for an ovarian cancer drug, signaling a strategic push beyond its blockbuster diabetes and obesity treatments.

Jan 30, 2026

Business

Cencora's Q4: Specialty Pharma and OneOncology Drive Growth Amid Revenue Miss

Healthcare distributor Cencora (NYSE: COR) reported mixed fourth-quarter results, with revenue falling short of Wall Street forecasts despite a 5.5% year-over-year increase to $85.93 billion. Adjusted earnings of $4.08 per share slightly exceeded consensus estimates.

Feb 5, 2026

Business

Taysha's Rett Syndrome Gene Therapy Hits Dual Milestones, Paving Regulatory Path Toward Potential Approval

Taysha Gene Therapies has dosed the first patient in its pivotal REVEAL trial for TSHA-102 and secured FDA agreement to incorporate data from its earlier ASPIRE study into a future marketing application, marking a significant step in its quest to bring a treatment for Rett syndrome to market.

Feb 4, 2026

Business

J&J Bolsters Key Portfolios with Dual FDA Nod and MedTech Launch

Johnson & Johnson gains FDA approval for a new frontline multiple myeloma therapy and unveils a pioneering cardiac imaging catheter, reinforcing its strategic focus on high-growth oncology and medical technology segments.

Feb 4, 2026

Business

Pfizer Charts Post-Pandemic Course: Q4 Earnings Beat Amid Strategic Pivot to Obesity, Oncology

Pfizer Inc. reported stronger-than-expected Q4 and full-year 2025 results, returning $9.8 billion to shareholders. The pharmaceutical giant is navigating a pivotal transition, leveraging recent acquisitions and a promising obesity drug pipeline to offset upcoming patent expirations and drive growth beyond 2028.

Feb 3, 2026