Breakingviews - Honeywell quantum IPO tests financial paradox
Honeywell's quantum computing arm, Quantinuum, is preparing for an IPO that could value it at up to $20 billion. The listing comes after several other quantum computing companies have gone public via SPACs, but Quantinuum would be the first traditional IPO, testing investor appetite. While the technology shows promise and has received government funding, achieving such a high valuation will depend on rapid growth and the company's ability to outperform competitors, attracting private sector demand beyond its current reliance on government contracts.
Merck & Co., Inc. stock (US58933Y1055): Key cancer drug data and dividend profile in focus
Merck & Co., Inc. is gaining attention for its strong oncology data, particularly concerning its blockbuster cancer therapy Keytruda, and its consistent dividend payouts. The article details Merck's business model, emphasizing its focus on R&D, product diversification, and robust financial profile, while also noting the risks associated with its reliance on Keytruda. Key updates on its pipeline and significance for US investors are also highlighted.
Inside Microsoft’s high-stakes push to win back its AI lead
This article discusses Microsoft's efforts to regain its lead in the AI race, focusing on CEO Satya Nadella's involvement in developing AI products like Copilot Tasks. The company's stock has declined amid a "SaaSpocalypse" where AI coding agents are impacting software subscriptions. The piece highlights that Microsoft, once an AI front-runner, is now striving for a comeback in a rapidly evolving AI landscape.
Keudell Morrison Wealth Management Makes New Investment in Amgen Inc. $AMGN
Keudell Morrison Wealth Management has made a significant new investment in Amgen Inc., purchasing 5,356 shares valued at approximately $1.75 million during the fourth quarter. Amgen continues to receive strong support from Wall Street analysts and institutional investors, with 76.5% of its shares owned by such entities. The company recently exceeded Q1 earnings expectations, raised its guidance, and declared a quarterly dividend of $2.52 per share.
Rx Rundown: Parabilis Medicines, Boston Scientific, Amgen and more
This Rx Rundown provides a comprehensive overview of recent activities in the medical marketing and pharmaceutical industries, including significant mergers, acquisitions, and collaborations. It details FDA approvals and clinical holds, major funding rounds, and notable layoff announcements. The article also covers key industry news such as drug trial results, legal settlements, and public health initiatives.
Mizuho initiates Q32 Bio stock coverage with Outperform rating By Investing.com
Mizuho has initiated coverage on Q32 Bio Inc. (NASDAQ:QTTB) with an Outperform rating and a $14 price target, citing significant upside potential from its current $5.50 share price. The firm is optimistic about Q32 Bio's lead program, bempikibart, for alopecia areata, viewing it as a highly competitive non-JAK inhibitor with upcoming Phase II data in mid-2026 expected to solidify its profile. The company also recently filed a prospectus to offer up to $75 million in common stock and amended its agreement with Amgen, eliminating $75.1 million in milestone obligations.
Global Retirement Partners LLC Purchases 5,691 Shares of Amgen Inc. $AMGN
Global Retirement Partners LLC increased its stake in Amgen Inc. by 34.7% in the fourth quarter, acquiring an additional 5,691 shares, bringing its total holding to 22,071 shares valued at approximately $7.22 million. Amgen recently reported earnings that surpassed expectations, with a revenue increase of 5.8% year-over-year and reaffirmed its FY2026 EPS guidance. The stock currently holds a "Hold" consensus rating with a target price of $355.19 and offers a quarterly dividend yielding about 3.0%.
Amgen Inc. Stock 12‑Month Price Target Cut to $352.32, Implies 4% Upside
Amgen Inc.'s 12-month stock price target has been reduced from $356.59 to $352.32, according to estimates from 28 analysts. This updated target suggests a potential upside of approximately 4% based on the May 21 closing price. Despite the target cut, the consensus rating from 35 covering analysts remains a "Buy," with 14 Buys, 17 Holds, and 4 Sells.
Amgen’s ‘boomerang’ CFO reaps $12.5M in cash, retention bonuses
Amgen has rehired Thomas Dittrich as its new CFO, effective September 1, with his return on July 1 as executive vice president. Dittrich, who previously served as Amgen's chief accounting officer, will receive approximately $12.5 million in cash and retention bonuses to compensate for benefits foregone from his previous employer, Galderma Group AG. His compensation package also includes a one-time restricted stock unit award valued at around $5.9 million and an annual base salary of CHF 1.1 million (about $1.36 million).
Amgen CFO Change Puts Focus On Debt, Growth And Capital Discipline
Amgen has announced that its long-serving CFO, Peter Griffith, will retire, with Thomas Dittrich appointed as his successor, effective September 1, 2026. This transition is significant for investors, as the new CFO's approach to capital allocation and debt management will be crucial, especially given Amgen's current debt levels and ongoing regulatory scrutiny for certain products. The extended handover period until January 2027 suggests a smooth transition, but investors will be closely watching for shifts in the company's financial discipline and communication regarding growth and spending.
Glucagon-Like Peptide (GLP)-1 Agonists Weight Loss Drugs Market Report 2026 Featuring Major Players Novo Nordisk A/S, Eli Lilly and Company, and Pfizer - Global Forecast to 2030 and 2035
The Glucagon-Like Peptide (GLP)-1 Agonists Weight Loss Drugs Market is projected to grow from $15.5 billion in 2025 to $18.02 billion in 2026, reaching $32.87 billion by 2030, driven by rising obesity rates, new drug approvals like Eli Lilly's Zepbound, and increased insurance coverage. Key players include Novo Nordisk A/S, Eli Lilly and Company, and Pfizer Inc. While tariffs pose cost challenges, they also encourage domestic production, contributing to the market's robust growth trajectory and innovation in therapies beyond diabetes management.
CytomX Therapeutics to Present at Upcoming June Investor Conferences
CytomX Therapeutics announced that its management will participate in two investor conferences in June: the Jefferies Global Healthcare Conference on June 4, 2026, and the Goldman Sachs 47th Annual Global Healthcare Conference on June 10, 2026. The company, which focuses on developing conditionally activated biologics for cancer treatment, will provide a live webcast of its presentations and be available for one-on-one meetings with investors at both events.
The Escalator: Amgen, CG Life, Cosette Pharmaceuticals and more
This article, "The Escalator," details recent personnel changes and key events across the pharma, biotech, and medical marketing industries. It highlights new hires at companies like Amgen, CG Life, and Cosette Pharmaceuticals, executive elevations within regulatory bodies, and significant board appointments. The piece also covers notable departures, miscellaneous industry news including FDA analyses, political actions, and philanthropic partnerships.
IFP Advisors Inc Has $3.92 Million Stake in Amgen Inc. $AMGN
IFP Advisors Inc increased its stake in Amgen Inc. by 47.6% during the fourth quarter, now holding 11,980 shares valued at approximately $3.92 million. This comes as Amgen reported strong quarterly earnings, beating revenue and EPS estimates, and also declared a quarterly dividend of $2.52 per share. Other institutional investors also adjusted their positions, and analysts have issued various ratings for the stock, with a consensus "Hold" rating.
Amgen Drug Gets New Warnings in Japan After Patient Deaths
Japanese drugmaker Kissei Pharmaceutical announced that doctors in Japan can resume prescribing Amgen's rare-disease drug, Tavneos, to new patients, reversing an earlier recommendation to avoid new prescriptions. This decision follows discussions with Japan's Ministry of Health, which mandated new warnings for clinicians regarding severe liver injury risks after 20 patient deaths were reported. Amgen states that U.S. guidance for Tavneos has included information on serious liver injury risk since 2021.
ABN Amro Investment Solutions Acquires 13,431 Shares of Amgen Inc. $AMGN
ABN Amro Investment Solutions increased its stake in Amgen Inc. by 23.3% in the fourth quarter, purchasing an additional 13,431 shares. This brings their total holdings to 71,002 shares, valued at approximately $23.24 million. Amgen recently reported strong quarterly results, with EPS of $5.15 and revenue of $8.62 billion, and declared a quarterly dividend of $2.52 per share, representing a 3.0% annual yield.
Amgen's CFO resigns – a successor has been named
Amgen's CFO, Peter Griffith, is retiring after six years, and Thomas Dittrich has been named as his successor. Dittrich, who previously served as CFO of Galderma, will join Amgen on July 1 as EVP and will assume the CFO role two months later. Griffith will remain with the company until January 2027 to ensure a smooth transition.
Amgen Inc. (NASDAQ:AMGN) Given Consensus Rating of "Hold" by Analysts
Thirty-one research firms have given Amgen Inc. (NASDAQ:AMGN) a consensus "Hold" rating, with an average 12-month price target of $355.19. The company recently surpassed quarterly earnings expectations and raised its FY 2026 EPS guidance, also declaring a quarterly dividend of $2.52 per share. Institutional investors hold a significant 76.5% of the company's stock, while insiders own 0.85%.
Pixie Dust Technologies Raises Approximately ¥3.3 Billion in Series D Funding
Pixie Dust Technologies, a company specializing in healthcare and spatial acoustics using wave control technology, has raised approximately ¥3.3 billion in Series D funding. The capital, secured through third-party allotment, venture debt, and a syndicated loan, will be used to expand sales channels, promote R&D, develop new products, and enter global markets. Incubate Fund and Itochu Technology Ventures participated in the funding round.
Is Uber Technologies Stock Undervalued Stock Or Value Trap?
Uber Technologies (UBER) stock presents a complex investment case, characterized by strong growth drivers like the Uber One membership and a burgeoning advertising business offset by regulatory threats and an erratic earnings history. While the company demonstrates solid fundamentals including revenue growth, improving operating margins, and a modest valuation, the potential impact of driver reclassification regulations in Europe poses a significant risk to its asset-light model. The article suggests that despite positive free cash flow generation and a widening moat, regulatory uncertainties prevent a fully bullish stance on the stock.
Dr. Reddy's Laboratories Ltd stock (INE089A01023): recent price action and business overview
Dr. Reddy's Laboratories Ltd shares have recently traded around the ₹1,320 mark on Indian exchanges, reflecting a period of relatively stable activity after a 5-for-1 stock split in late 2024. The company, a prominent global player in generics and specialty pharmaceuticals, generates revenue from generic formulations, active pharmaceutical ingredients, biosimilars, and specialty products across markets like the U.S., India, and Europe. For U.S. investors, Dr. Reddy's offers diversified exposure to the Indian pharmaceutical sector through ADRs, influenced by both international healthcare trends and U.S. regulatory and pricing dynamics.
Revolution Medicines Recasts RAS Story With Phase 3 Win And New Firepower
Revolution Medicines has announced groundbreaking overall survival results from its Phase 3 RASolute 302 trial in metastatic pancreatic cancer, alongside a clinical collaboration with Summit Therapeutics and plans to acquire EQRx, Inc. These developments, which include significant capital infusion, aim to solidify Revolution Medicines' position in RAS-targeted oncology and broaden its therapeutic pipeline. The company's stock, NasdaqGS:RVMD, has seen substantial gains, reflecting investor interest in these strategic moves and clinical milestones despite facing high operating expenses and concentration in RAS-targeted oncology.
Silexion Soars After Cancer Study, Liquidity and Nasdaq Issues Linger for SLXN
Silexion Therapeutics Corp (SLXN) shares surged nearly 97% on Wednesday following news of Israel's approval for a Phase 2/3 clinical trial for its pancreatic cancer drug, SIL204, but then dropped in after-hours trading. Despite this positive clinical development, the company faces significant challenges including a widening net loss, dwindling cash reserves, potential stock dilution from warrants, and the need to maintain its Nasdaq listing through a planned 1-for-10 reverse stock split. The article also highlights competitive pressures in the pancreatic cancer drug development space.
As Griffith retires, Dittrich returns to Amgen, takes CFO role
Peter Griffith is retiring as EVP and CFO of Amgen, and Thomas Dittrich will return to the company to take over the CFO role. Dittrich previously held financial positions at Amgen from 2006 to 2014 and will start as EVP on July 1 before becoming CFO on September 1. This announcement also mentions other management changes, including Miralles moving into a top R&D position at Artiva.
Amgen’s Approach to AI-Enabled Clinical Development
Amgen is integrating artificial intelligence (AI) across its drug development pipeline to accelerate the process from molecule discovery to clinical trials. This AI-enabled approach aims to design better molecules, optimize clinical trial designs using 'digital twins' for patient-centered approaches, and improve operational efficiency and safety in trial execution. The company emphasizes that these advancements are driven by the urgent need to deliver new treatments to patients more quickly and effectively.
Amgen, bidding adieu to CFO, lures Galderma exec with hefty $12.4M bonus
Amgen's current CFO, Peter Griffith, is set to retire by early next year and will be replaced by Thomas Dittrich, formerly of Galderma, starting September 1st. To entice Dittrich back, Amgen is offering a substantial compensation package totaling $12.4 million in bonuses and equity awards, in addition to his base salary and relocation allowance. This leadership change comes as Amgen reports strong revenue growth and other executive shifts within the company.
Nektar Names Linda Rubinstein CFO As Funding And Dilution Questions Loom
Nektar Therapeutics has appointed Linda Rubinstein as its new Chief Financial Officer, succeeding Sandra Gardiner. This leadership change comes as Nektar, a loss-making biopharmaceutical company, faces significant funding and potential dilution questions, particularly after a recent $150 million equity offering. Rubinstein's extensive background in capital-raising and M&A in development-stage life sciences companies is expected to be crucial in managing the company's financial strategy, clinical programs, and partnerships, as investors closely monitor her approach to cash runway and future equity issuance.
PNC Financial Services Group Inc. Has $343.34 Million Stock Position in Amgen Inc. $AMGN
PNC Financial Services Group Inc. reduced its stake in Amgen Inc. by 5.9% in the fourth quarter, selling 66,305 shares, but still holds 1,048,963 shares valued at approximately $343.3 million. Amgen reported strong quarterly earnings with $5.15 EPS and $8.62 billion in revenue, reaffirmed full-year guidance, and declared a $2.52 quarterly dividend. News around Amgen included a planned CFO transition, mixed analyst sentiment with some price target cuts, and safety scrutiny for its drug Tavneos in Japan.
Fairtree Asset Management Pty Ltd Acquires New Stake in Amgen Inc. $AMGN
Fairtree Asset Management Pty Ltd has acquired a new stake in Amgen Inc. (NASDAQ:AMGN) during the fourth quarter, purchasing 8,763 shares valued at approximately $2.87 million, which now constitutes about 1.3% of Fairtree’s investment portfolio. Amgen recently reported stronger-than-expected quarterly earnings and revenue, raised its full-year guidance for 2026, and declared a quarterly dividend of $2.52 per share. Analyst sentiment for Amgen remains mixed, with a consensus "Hold" rating and a price target of $356.15.
Cullen Frost Bankers Inc. Cuts Stake in Amgen Inc. $AMGN
Cullen Frost Bankers Inc. reduced its stake in Amgen Inc. by 12.4% during the fourth quarter, selling 10,763 shares and ending with 76,001 shares valued at $24.9 million. Amgen recently exceeded quarterly earnings expectations with $5.15 EPS and $8.62 billion in revenue, while also declaring a quarterly dividend of $2.52 per share, reflecting a 3.0% annual yield. Despite insider selling and mixed analyst sentiment leading to a consensus "Hold" rating, the company reaffirmed its full-year EPS guidance.
Fideuram Intesa Sanpaolo Private Banking S.P.A. Takes Position in Amgen Inc. $AMGN
Fideuram Intesa Sanpaolo Private Banking S.P.A. has acquired a new stake in Amgen Inc. (NASDAQ:AMGN), purchasing 68,562 shares valued at approximately $22.4 million, making it their 25th largest holding. Concurrently, Amgen reported strong quarterly earnings, surpassing analyst expectations with an EPS of $5.15 and revenue of $8.62 billion, and raised its FY 2026 EPS guidance. The company also announced a quarterly dividend of $2.52 per share, reflecting a 3.0% yield, while institutional investors maintain a significant 76.5% ownership of the stock.
Atle Fund Management AB Has $7.17 Million Stake in Amgen Inc. $AMGN
Atle Fund Management AB significantly increased its stake in Amgen Inc. by 58.6% in the fourth quarter, now holding 21,903 shares valued at approximately $7.17 million. This makes Amgen the 17th largest position in their portfolio. Other institutional investors also adjusted their holdings, while Amgen reported strong quarterly earnings and raised its full-year guidance, along with declaring a quarterly dividend of $2.52 per share.
How HELIOS-B Phase 3 Vutrisiran Data and Real-World Evidence Expansion Will Impact Alnylam (ALNY) Investors
Alnylam Pharmaceuticals recently reported positive HELIOS-B Phase 3 data for vutrisiran, demonstrating durable transthyretin knockdown and consistent clinical benefits for high-risk ATTR-CM patients, alongside launching the DemonsTTRate real-world study. This strengthens the clinical case for vutrisiran within Alnylam's TTR franchise, which continues to drive strong financials, with Q1 2026 revenues of US$1.17 billion and a reiterated 2026 guidance of US$4.4-4.7 billion from TTR products. While these developments bolster the investment narrative around the TTR portfolio's durability, investors should remain mindful of potential pricing pressures on AMVUTTRA.
Amgen Inc. (AMGN) Announces CFO Transition with Retirement of Peter H. Griffith
Amgen Inc. (AMGN) has announced a significant leadership change with the upcoming retirement of its Executive Vice President and CFO, Peter H. Griffith, effective August 31, 2026. Thomas Dittrich, currently CFO of Galderma Group AG, will succeed him, starting with Amgen on July 1, 2026, and officially assuming the CFO role on September 1, 2026. This transition highlights Amgen's focus on strengthening its executive team for future growth and innovation.
Amgen says CFO Peter Griffith to retire, names Dittrich as successor
Amgen has announced that its Chief Financial Officer, Peter Griffith, will retire. Thomas Dittrich, who previously held senior finance roles at Amgen and was most recently CFO of Galderma Group, will succeed Griffith in September. Griffith will remain with the company through January 2027 to ensure a smooth transition.
Amgen says CFO Peter Griffith to retire, names Dittrich as successor
Amgen has announced that Chief Financial Officer Peter Griffith will retire, with Thomas Dittrich named as his successor. The article also provides recent news updates about Amgen, including scrutiny of its kidney disease drug in Japan and analyst price target adjustments.
AMGEN ANNOUNCES RETIREMENT OF CHIEF FINANCIAL OFFICER PETER GRIFFITH
Amgen has announced the retirement of Peter Griffith, its executive vice president and chief financial officer since 2020. Thomas Dittrich will return to Amgen to succeed Griffith, effective September 1, 2026, bringing over 30 years of international leadership experience. Griffith will remain with the company into January 2027 to ensure a smooth transition.
Is It Time To Reassess Amgen (AMGN) After Its Strong Multi Year Share Price Run
Amgen's stock has seen significant multi-year gains but has recently pulled back. Despite recent dips, current valuation models suggest Amgen is undervalued, with a Discounted Cash Flow (DCF) analysis indicating it could be undervalued by nearly 50% and a P/E ratio below its fair ratio. The article also presents "Narratives" outlining bull and bear cases for Amgen, with fair values ranging from US$243.49 to US$349.66 per share.
EDSA Stock Price, Quote & Chart | EDESA BIOTECH INC (NASDAQ:EDSA)
This article provides a detailed overview of EDESA BIOTECH INC (NASDAQ: EDSA) stock, including its current price, performance statistics, and technical and fundamental analysis ratings from ChartMill. It also covers the company's earnings history, analyst forecasts, financial highlights, ownership structure, and industry overview within the Biotechnology sector. Additionally, the article includes recent news and a company profile detailing Edesa Biotech's focus on medical dermatology and respiratory diseases.
Amgen stock (US0311621009): focus on obesity data and pipeline as investors await next catalysts
Amgen (US0311621009) is drawing investor attention with new data on its experimental obesity treatment, MariTide, and progress across its broad biotech pipeline. The company's diversified portfolio in oncology, inflammation, cardiovascular, and rare diseases, along with its biosimilar market presence, positions it as a major player in the biotech sector. Investors are closely watching future trial outcomes, regulatory decisions, and pricing developments, especially in the competitive obesity market.
Research Alert: CFRA Keeps Buy Rating On Shares Of Amgen Inc.
CFRA has maintained its Buy rating on Amgen Inc. shares. This indicates the firm's continued positive outlook on the biopharmaceutical company's stock. Investors may consider this rating as a signal of potential growth or value.
Amgen Inc. stock outperforms competitors on strong trading day
Amgen Inc. (AMGN) saw its stock advance by 1.96% to $330.75 on Tuesday, contrasting with an overall poor trading session where the S&P 500 Index and Dow Jones Industrial Average both fell. The rise ended a three-day losing streak for Amgen. This performance highlights Amgen's ability to outperform the broader market on a challenging day.
Amgen Inc. stock (US0311621009): weight-loss data and earnings keep biotech in focus
Amgen Inc. is currently in the spotlight due to new data on its experimental obesity drug and its recent quarterly report. The company's strategy focuses on biologic drugs and targeted therapies for various serious illnesses, with a diversified revenue base. Recent financial results show growth driven by acquired products and core therapies, and investors are closely watching its cardiometabolic and obesity drug development for future growth prospects.
T-cell Engagers Market to Record US$ 58.04 billion by 2035.
The global T-cell Engagers Market is projected to reach US$ 58.04 billion by 2035, growing at a CAGR of 22.73% from its 2025 valuation of US$ 7.27 billion. Key industry developments include advancements in BiTE platforms, expansion of manufacturing capabilities, and strategic collaborations among major pharmaceutical companies like Amgen, Johnson & Johnson, and Regeneron. The market's growth is driven by increasing adoption, investments, and innovations in oncology immunotherapy and autoimmune disease treatments across various regions.
Resona Asset Management Co. Ltd. Trims Stock Position in Amgen Inc. $AMGN
Resona Asset Management Co. Ltd. reduced its stake in Amgen Inc. by 3.3% in the fourth quarter, selling 5,981 shares. Despite this trim, their holdings in Amgen are still valued at $56.67 million. Several other institutional investors increased their positions in Amgen, and the company recently announced an earnings beat and a quarterly dividend of $2.52 per share.
ProShare Advisors LLC Raises Stock Holdings in Amgen Inc. $AMGN
ProShare Advisors LLC significantly increased its stake in Amgen Inc. by 35.9% in the fourth quarter, acquiring an additional 283,264 shares and making Amgen its 23rd largest position. Other institutional investors also adjusted their holdings, while Amgen reported strong quarterly earnings, surpassing analyst expectations. The company also declared a quarterly dividend of $2.52 per share and maintains a consensus "Hold" rating from analysts with an average target price of $356.15.
Profund Advisors LLC Increases Position in Amgen Inc. $AMGN
Profund Advisors LLC increased its stake in Amgen Inc. by 11% in the fourth quarter, bringing its total holdings to 62,287 shares valued at $20.4 million. This move follows Amgen's better-than-expected first-quarter results, with reported EPS of $5.15 and revenue of $8.62 billion, a 5.8% increase year-over-year. The company also announced a quarterly dividend of $2.52 per share, leading to an annualized yield of 3.1%, while analysts maintain a consensus "Hold" rating with an average price target of $356.15.
Is Amgen Stock Poised for a Rally?
Amgen (AMGN) stock presents an interesting investment case due to its reasonable growth, strong cash flow, low debt, and relatively cheap valuation. The company's high-growth portfolio, including Rare Disease, Repatha, EVENITY, and TEZSPIRE, along with the promising MariTide obesity drug, are expected to offset revenue loss from Prolia/Xgeva's patent expiration. However, a significant debate exists between a bullish outlook, expecting new products to drive growth, and a bearish one, anticipating a faster and deeper decline in Prolia/Xgeva sales, leading to potential earnings misses.
When a Common Disease Becomes a Rare Journey: Understanding Uncontrolled Gout
This article discusses uncontrolled gout, a severe form of the common disease affecting a small fraction of gout patients. It highlights how the condition progresses despite conventional treatments, leading to persistent pain, visible symptoms like tophi, and significant impact on daily life. The piece emphasizes the importance of recognizing advanced symptoms, understanding treatment efficacy, and open communication with healthcare providers for better management.
CRISPR Therapeutics stock (CH0334081137): gene-editing pioneer ahead of next earnings test
CRISPR Therapeutics, a gene-editing pioneer, is gearing up for its next earnings report with investors keenly watching its progress in gene-editing therapies and U.S. regulatory milestones. The company's business model relies heavily on collaborations and a robust pipeline focused on severe diseases like sickle cell, with future revenue potential tied to regulatory approvals and successful commercialization. Despite ongoing net losses due to significant R&D investment, the company's long-term value for U.S. investors lies in its ability to navigate complex regulatory landscapes and successfully bring its innovative CRISPR/Cas9-based treatments to market.
