Precision Medicine: A 62-Asset Test Of Whether The Vertex Model Travels Beyond Oncology
In Vivo has identified 62 non-oncology precision medicine assets currently undergoing clinical trials, with gene therapy being the predominant intervention. This analysis explores whether the successful Vertex Pharmaceuticals model, known for its precision medicine approach in oncology, can be effectively applied to other therapeutic areas. The article examines the implications of this finding for the broader life sciences industry.
Merck stock: Company schedules third-quarter 2026 earnings call for October 29
Merck & Co. has scheduled its third-quarter 2026 earnings conference call for October 29 at 9:00 a.m. ET. The company will discuss its performance, and a live audio webcast will be available for investors, journalists, and the public. A replay, along with financial disclosures and presentation slides, will accompany the call.
How Investors Are Reacting To Regeneron Pharmaceuticals (REGN) Sanofi Alliance Expansion
Regeneron Pharmaceuticals announced early data for two new therapies and an expanded alliance with Sanofi, potentially adding up to US$8 billion in milestones. This expansion aims to diversify Regeneron's revenue beyond its current blockbusters and deepen its immunology pipeline. Investors are evaluating how this collaboration and new drug data will influence the company's long-term growth and address pressure on its existing EYLEA franchise.
Merck schedules its earnings call: Merck & Co. stock trades at EUR 127.96
Merck & Co. stock traded at EUR 127.96 in weekend trading on October 4, 2026, consistent with its October 2 Xetra close. The company announced its third-quarter 2026 sales and earnings conference call for October 29, which will include an overview of its performance and be accessible via a live audio webcast. The next Xetra trading session is scheduled for October 5, 2026.
NOVARTIS AG N (NOTA.F) Q2 FY2026 earnings call transcript
Novartis reported strong Q2 FY2026 performance, with net sales up 1% and core operating income flat, driven by key growth brands like KISQALI, Cosentyx, and Scemblix. The company reaffirmed its full-year 2026 guidance, expecting low single-digit net sales growth and a low single-digit decline in core operating income. Novartis highlighted significant pipeline advancements, including updated KISQALI data, progress in rare disease programs like del-brax, and anticipated regulatory milestones and readouts for various assets in the second half of the year.
AstraZeneca PLC (ZEG.SG) stock price, news, quote and history
This article provides a detailed financial overview of AstraZeneca PLC (ZEG.SG) including its stock price, trading data, and key metrics. It highlights the stock's performance with its current price at 139.30 EUR, a slight decrease of 0.68%, and offers various financial statistics such as previous close, day's range, volume, and upcoming earnings date. The page also features related stock listings and market data.
AbbVie (ABBV) vs Bristol Myers (BMY): Which is a Better Stock to Buy?
This article compares AbbVie (ABBV) and Bristol Myers (BMY), two pharmaceutical companies that have recently navigated or are about to navigate patent expirations. While AbbVie successfully replaced its blockbuster drug Humira with Skyrizi and Rinvoq, showing strong growth and operating margins, Bristol Myers is highlighted as a cheaper stock with better net margins and return on equity, despite facing its own upcoming patent cliff. The analysis concludes that AbbVie is the better business, but Bristol Myers is the better-priced stock, offering a higher yield and lower forward multiple.
Eli Lilly & Co (LLY) Gets a Buy from RBC Capital
RBC Capital analyst Trung Huynh maintained a Buy rating on Eli Lilly & Co (LLY) with a price target of $1,500.00, following the company's strong Q2 earnings report. Another firm, TD Cowen, also reiterated a Buy rating with a $1,250.00 price target. The analyst consensus for Eli Lilly & Co is a Strong Buy, with a collective price target suggesting an 18.64% upside.
Merck & Co. stock gets a USD 400 million oncology bet
Merck & Co. made a strategic oncology bet by paying SciBrunch Therapeutics $400 million upfront for exclusive global rights to develop SPR2015, a preclinical KRAS G12D inhibitor, with a potential aggregate value of $2.13 billion. This move comes as Merck's Q2 revenue beat consensus, though the upfront charge will impact Q3 financial results. Analysts, including Scotiabank, have raised price targets for Merck, which is currently trading below its yearly high.
Merck & Co., Inc. $MRK Stake Trimmed by CX Institutional
CX Institutional significantly reduced its stake in Merck & Co., Inc. by 62.7% in the third quarter, selling 59,787 shares. Despite this, institutional investors still collectively own a substantial 76.07% of Merck's stock. The company reported strong quarterly revenues exceeding estimates and declared a quarterly dividend of $0.85 per share, maintaining a "Moderate Buy" consensus rating from analysts with a target price of $145.76.
Wall Street Zen Downgrades Merck & Co., Inc. (NYSE:MRK) to Hold
Wall Street Zen downgraded Merck & Co., Inc. (NYSE:MRK) from "Buy" to "Hold," though the overall analyst consensus remains a "Moderate Buy" with an average price target of $145.76. The company reported strong quarterly revenue of $16.61 billion and adjusted EPS of $(0.13), both exceeding estimates, with a 5.1% year-over-year revenue increase. Insider selling amounted to $30.0 million over the past 90 days, while institutional investors hold 76.07% of the company's stock.
Merck & Co., Inc. (MRK) stock price, news, quote and history
This Yahoo Finance page provides a comprehensive overview of Merck & Co., Inc. (MRK) stock, including its current price, recent news, and historical performance data. It highlights the stock's performance against the S&P 500, showing significant year-to-date and one-year returns, and lists various news articles related to Merck's drug trials and market performance. The page also includes details on trading activity, including overnight sessions.
Progyny Inc. Stock Grades | PGNY
This article provides a stock overview for Progyny Inc. (PGNY), including its stock grades, analyst ratings, key financial metrics such as market value, EPS, and P/E ratio, and a brief company description. It also lists peer companies and data providers.
A study of a targeted melanoma treatment will be presented at a cancer meeting in November.
Perspective Therapeutics (CATX) announced that data from its [212Pb]VMT01 melanoma program has been accepted for presentation at the Society for Immunotherapy of Cancer (SITC) 41st Annual Meeting in November 2026. The Phase I/IIa trial poster details results for treatment alone and in combination with nivolumab. Interim ASCO data showed two responders out of seven patients in the 3.0 mCi monotherapy cohort, with 86% experiencing stable disease or partial response, and no dose-limiting toxicities.
BMO most bullish on Merck’s, bearish on BMS’ plans to contend with patent cliffs
BMO Capital Markets is more optimistic about Merck's strategy to offset the upcoming patent cliff for Keytruda than it is about Bristol Myers Squibb's efforts to replace lost revenue from Opdivo and Eliquis. Merck has prepared a strong pipeline of growth products, including an mRNA cancer vaccine, Winrevair, and sac-TMT, which are expected to generate significant sales. In contrast, BMS's replacement assets, such as Cobenfy and milvexian, are considered riskier and have faced challenges, making BMO less confident in BMS's ability to stabilize revenue.
Samsung Bioepis, Teva expand biosimilar partnership with Fasenra, Ilaris candidates
Samsung Bioepis and Teva Pharmaceutical Industries have expanded their biosimilar partnership to include two new candidates, SB41 (referencing Fasenra) and SB44 (referencing Ilaris). Under the agreement, Samsung Bioepis will handle development, regulatory approvals, and manufacturing, while Teva will commercialize the products in the U.S., Europe, and Canada. This collaboration builds on their existing partnership, which includes Epysqli and Opuviz.
Surrozen gains FDA IND clearance for SZN‑8141 macular edema trial
Surrozen (NASDAQ: SRZN) has received FDA IND clearance for its experimental drug SZN-8141 for diabetic macular edema, allowing a Phase 1b/2a trial (DUET) to commence. This clearance also fulfills a condition for a significant US$95.1 million financing close expected around October 20. The company plans to dose the first patient in Q4 2026, with initial data anticipated in H2 2027, and will compare SZN-8141 against Vabysmo in a later phase of the study.
Shattuck Labs (STTK) Receives a Buy from Leerink Partners
Leerink Partners has reiterated a Buy rating on Shattuck Labs (STTK), setting a price target of $16.00. Shattuck Labs holds a Strong Buy analyst consensus with an average price target of $15.29, despite reporting a quarterly GAAP net loss of $15.15 million, an increase from $12.46 million in the previous year. The company's recent activities include evaluating SL-325 in a Phase 2 trial and positive readthrough from Merck data.
Merck to Hold Third-Quarter 2026 Sales and Earnings Conference Call Oct. 29
Merck (NYSE: MRK) will host its third-quarter 2026 sales and earnings conference call for institutional investors and analysts on Thursday, October 29, at 9:00 a.m. ET. Company executives will present an overview of Merck's performance for the quarter, with a live audio webcast available to investors, journalists, and the public. A replay of the webcast and related materials will be accessible on the company's website.
JNJ or MRK: One Dividend Is Built to Last, One Faces a Reckoning
This article analyzes the dividend strength of Johnson & Johnson (JNJ) and Merck (MRK) for retirement investors, concluding that JNJ offers a more sustainable dividend. While both stocks have rallied in 2026, JNJ's consistent dividend raises, strong free cash flow, and manageable patent cliff exposure make it a more reliable income choice. Merck, despite a higher current yield, faces significant risks due to its heavy reliance on Keytruda, recent clinical trial failures, and acquisition-related debt, which could pressure its dividend in the future.
Pyxis Oncology Announces Closing of Up to $282.6 Million Public Offering
Pyxis Oncology has announced the closing of a public offering that generated approximately $110.0 million in upfront gross proceeds. Including potential proceeds from milestone-linked common warrants, the offering could total $282.6 million. The funds are intended to advance their lead clinical program, MICVO, through key milestones including a planned Phase 3 trial.
Johnson & Johnson announces new ICOTYDE® (icotrokinra) data in difficult-to-treat plaque psoriasis with proven durability through 2-years, affirming its use as a powerful first line systemic therapy
Johnson & Johnson announced new two-year data from the Phase 3 ICONIC-TOTAL study demonstrating ICOTYDE® (icotrokinra) provides sustained skin clearance and a favorable safety profile for difficult-to-treat plaque psoriasis, particularly in high-impact areas like the scalp and genitals. The data, presented at EADV 2026, showed significant improvements in skin clearance rates through Week 112 for adult and adolescent patients. ICOTYDE is a targeted oral peptide that blocks the IL-23 receptor, offering a new powerful first-line systemic therapy.
AstraZeneca and two partners plan to test a cancer-drug pairing in breast cancer
Daiichi Sankyo, AstraZeneca, and Summit Therapeutics are collaborating on a clinical trial to evaluate their cancer drugs, Datroway and ivonescimab, in combination. The partnership aims to test the pairing across various tumor types, starting with a phase 3 trial in first-line triple negative breast cancer. Each company will contribute their respective compounds and share trial costs while retaining commercial rights to their individual treatments.
Merck (MRK) director Mary Ellen Coe acquires 206.4552 stock units payable entirely in cash.
Merck director Mary Ellen Coe acquired 206.4552 phantom stock units on September 30, 2026, at a price of $145.31 per share. These units are to be settled 100% in cash upon her termination of service according to an elected distribution schedule. Following this award, her phantom stock position increased to 32,419.8658 units, and she also holds 10 shares of common stock directly.
GSK PLC ADR Advanced Charts | GSK
This article provides advanced chart information for GSK PLC ADR (GSK), including real-time stock quotes, analyst ratings, and key financial metrics. It details the company's profile as a healthcare firm focusing on pharmaceutical medicines, vaccines, and consumer healthcare products. The page also lists peer comparisons and disclaimers about data sources and accuracy.
Jazz Pharmaceuticals (JAZZ), The Latest Update Raises A Bigger Question
Jazz Pharmaceuticals reported strong quarterly revenue of US$1.21 billion, exceeding forecasts and leading to higher full-year guidance. Despite this positive financial update, the stock price has fallen, prompting investors to re-evaluate how much of the company's earnings strength was already factored into its valuation after a significant year-to-date return. The company is considered 19% undervalued with an implied fair value of $289.45, driven by anticipated new therapy approvals and expansion in its neuroscience/sleep portfolio, though risks such as patent expiries and potential underdelivery of new launches remain.
RBC Capital Remains a Hold on Novartis AG (NOVN)
RBC Capital analyst Trung Huynh has maintained a Hold rating on Novartis AG (NOVN) with a price target of CHF120.00. This aligns with the Street's general consensus, suggesting a Hold rating for Novartis AG with an average price target of CHF124.92. The company recently reported quarterly revenues of CHF14.16 billion and a net profit of CHF3.21 billion for the quarter ending June 30.
Johnson & Johnson (JNJ) Stock Could Be Undervalued On Future Cash Flow
This article analyzes Johnson & Johnson's (JNJ) valuation using a Discounted Cash Flow (DCF) model, suggesting the stock might be undervalued given its projected future cash flows. Recent clinical trial successes for drugs like TECVAYLI and TREMFYA are expected to drive growth in the pharmaceutical pipeline, supporting an intrinsic value higher than its current share price. The article also touches on varying community narratives regarding JNJ's valuation, from fairly valued to slightly overvalued, and notes recent insider selling activity.
Merck stock after-hours at EUR 127.86: minus 0.41 percent
Merck & Co. stock traded at EUR 127.86 after-hours on October 1, 2026, marking a 0.41 percent decrease from its prior close. This follows Merck's recent announcement of a global license agreement with SciBrunch Therapeutics for an investigational cancer drug, SPR2015, involving a $400 million upfront payment and potential milestone payments up to $2.13 billion. The company is scheduled to hold its third-quarter 2026 earnings conference call on October 29, 2026.
Merck (MRK) director receives 111.8299 stock-linked units, payable 100% in cash after service ends.
Merck & Co., Inc. director Surendralal Lanca Karsanbhai was granted 111.8299 phantom stock units on September 30, 2026, valued at $145.31 per share. These units, which increased his total phantom stock balance to 5,667.0117 units, will be settled entirely in cash upon the termination of his service. This transaction is part of the company's Plan for Deferred Payment of Directors' Compensation.
Invivyd Inc (IVVD-Q) Stock Price and News
This article provides detailed stock information for Invivyd Inc (IVVD-Q) including real-time quotes, historical data, and recent news headlines. It covers the company's financial metrics, analyst ratings, and updates on its biopharmaceutical development, particularly concerning its COVID-19 antibody trials and regulatory status. The article also lists various news entries from sources like Tipranks and GlobeNewswire, highlighting key events such as leadership changes, clinical trial results, and Nasdaq listing concerns.
Moderna Climbs 3% Despite Citigroup's Downgrade to Sell; BioNTech Inches Higher, Pfizer Treads Water
Moderna's stock surged 3% despite a Citigroup downgrade to "Sell" with an $80 price target, indicating investor confidence in its cancer vaccine pipeline outweighs valuation concerns. BioNTech saw a smaller gain, while Pfizer's stock slipped, highlighting Moderna's isolated positive performance. The market is keenly awaiting Moderna's complete melanoma trial data in late October, which could determine the broader reach of its mRNA platform.
Merck to Hold Third-Quarter 2026 Sales and Earnings Conference Call Oct. 29
Merck (NYSE: MRK) will host its third-quarter 2026 sales and earnings conference call for institutional investors and analysts on Thursday, October 29, at 9:00 a.m. ET. Company executives will provide an overview of Merck's performance for the quarter, with a live audio webcast accessible to the public. A replay and supplementary materials will also be available on Merck's website.
M&A slows in Q3 but Vertex snags one of the year’s biggest in $10B Crinetics buy
Mergers and acquisitions slowed significantly in the third quarter of 2026 compared to Q2, with just under $30 billion across 22 transactions. Despite the overall slowdown, Vertex Pharmaceuticals made one of the year's largest deals by acquiring Crinetics Pharmaceuticals for an estimated $8.8 billion, expanding into specialty endocrinology. Eli Lilly was the most active acquirer in Q3, striking two deals and bringing its year-to-date total to 11 deals worth $31.7 billion.
Update: Wedbush Lifts Price Target on Shattuck Labs to $14 From $11, Keeps Outperform Rating
Wedbush has increased its price target for Shattuck Labs (STTK) to $14 from $11, while maintaining an Outperform rating on the stock. This update includes commentary from Wedbush regarding their decision. The full details of the analysis are available to premium subscribers.
Merck to Hold Third-Quarter 2026 Sales and Earnings Conference Call Oct. 29
Merck (NYSE: MRK) will host its third-quarter 2026 sales and earnings conference call for institutional investors and analysts on Thursday, Oct. 29, at 9:00 a.m. ET. Company executives will discuss Merck's performance for the quarter during the call. A live audio webcast will be available, and a replay along with financial disclosures will be accessible on www.merck.com.
Merck reports tulisokibart results for Merck & Co. stock
Merck & Co. announced that its drug tulisokibart met primary and key secondary endpoints in a Phase 2b study for hidradenitis suppurativa, adding to its pipeline evidence. The company reported Q2 2026 revenue of $16.61 billion, a 5.10% increase year-over-year, and has a market capitalization of $359.1 billion. Despite a recent upfront payment of $400 million for a license agreement, analyst expectations remain divided, with some reiterating a Market Perform rating while others have increased price targets.
Maze Therapeutics (MAZE) Valuation Turns On Early Pipeline Data Following A Recent Share Price Bounce
Maze Therapeutics (MAZE) has garnered investor interest due to its pipeline potential, particularly Phase I data for MZE782 which shows promise for treating PKU and chronic kidney disease. Despite recent short-term share price fluctuations, analysts view the company as undervalued with a fair value of $62.55 per share, significantly higher than its current trading price of $27.18. However, this valuation is contingent on successful clinical trial outcomes and avoiding share dilution through future equity raises.
The Galleri MCD vote: What FDA asked its advisors to ignore
This podcast episode discusses the FDA's advisory committee meeting on GRAIL Inc.'s multi-cancer detection test, Galleri. The FDA instructed its advisors to ignore clinical benefit claims and focus solely on the test's ability to detect cancers in asymptomatic individuals, sparking debate about the role of mortality reduction in test approvals and the appropriate nomenclature for "early detection." The episode highlights concerns about public perception, potential over-testing, and the broader implications for cancer screening regulations, particularly regarding the term "early detection."
Merck Says Investigational Skin Therapy Shows Potential
Merck & Co. presented positive initial results from its Phase 2b MK-7240-012 trial for tulisokibart, an investigational treatment for moderate to severe hidradenitis suppurativa, at the EADV 2026 Congress. The trial met its primary endpoint, with active regimens outperforming placebo in achieving HiSCR50, and also showed improvements in key secondary endpoints and patient quality of life, alongside a safety profile comparable to placebo. Tulisokibart is part of a broad anti-TL1A development program, including Phase 3 trials for other inflammatory conditions.
What's Going On With Moderna Stock on Wednesday?
Moderna's stock dropped on Wednesday following an executive leadership update, including the addition of a Chief Operating Officer and the retirement of the Chief Technical Operations and Quality Officer. The company is preparing for the potential launch of intismeran autogene for oncology and has expanded its infectious disease vaccine franchise with recent FDA and European approvals. This comes after positive Phase 3 results for its individualized cancer therapy, and the recent approval of updated COVID-19 vaccine formulas.
Bristol Myers trial revisions shake confidence in new class of fibrosis drugs
Bristol Myers Squibb has altered its late-stage trial for the pulmonary fibrosis drug admilparant due to liver-related safety events, including one patient death. While the company and analysts suggest the safety concerns might be "overdone" and not necessarily drug-related, the revisions have reignited historical concerns about liver toxicity within the LPA1R inhibitor drug class. The trial's results, expected by year-end, are highly anticipated to clarify the safety profile of admilparant and similar drugs.
Prometheus Biosciences stock ended after a USD 10.8 billion deal
Prometheus Biosciences stock ceased trading after its acquisition by Merck for $10.8 billion in June 2023. Merck paid $200.00 per share, representing a 75% premium over Prometheus's closing price before the announcement. The biotechnology company, specializing in therapies for inflammatory bowel disease, is now a wholly-owned subsidiary of Merck.
Moderna vs. BioNTech: Which mRNA Stock Is the Better Buy Now?
Moderna (MRNA) and BioNTech (BNTX), both prominent in mRNA technology, are transitioning from COVID-19 vaccine reliance to developing new therapies. Moderna appears to be further along in this diversification, with approved respiratory vaccines and positive late-stage oncology results. BioNTech, while having a broader oncology pipeline, faces greater challenges with revenue replacement as COVID-19 vaccine demand normalizes and has experienced recent clinical setbacks.
This Pharma Giant Has The Right Medicine For Income Investors
Bristol Myers Squibb (BMY) is presented as a strong option for income investors seeking high yield and stable fundamentals in the healthcare sector. The pharmaceutical giant, based in Princeton, N.J., develops medicines for serious diseases and boasts a deep pipeline of 49 compounds. This extensive portfolio distinguishes it from smaller drugmakers that are often dependent on the success of only one or two products.
Merck nabs mid-stage trial win for skin disease drug (MRK:NYSE)
Merck announced a successful mid-stage trial for its experimental drug, tulisokibart, designed to treat hidradenitis suppurativa, an inflammatory skin condition. This positive outcome positions the antibody drug for advancement into late-stage development. The trial data came from its Phase 2b trial MK-7240-012.
Immutep Limited (IMMP) Stock Price, News, Quote & History
Immutep Limited (IMMP) is a clinical-stage biotechnology company focused on developing immunotherapies for cancer and autoimmune diseases. The article provides current stock performance data, including a 165.71% one-year return, and details its product pipeline which features eftilagimod alfa and several other LAG-3 related immunotherapies in various trial stages. It also highlights the company's financial overview, including its market capitalization, recent earnings, and analyst ratings, with an average target price of $30.00.
NuCana Announces Grant of Composition-of-Matter Patent for NUC-7738 in Europe
NuCana plc announced that the European Patent Office has granted a composition-of-matter patent for its novel anti-cancer agent, NUC-7738. This patent, EP 3683225, significantly strengthens the company's global intellectual property protection for NUC-7738, which is currently in Phase 2 clinical trials. NuCana's CEO, Hugh S. Griffith, highlighted that this patent, along with similar ones in the US and China, underscores their commitment to protecting NUC-7738's commercial potential and advancing its clinical development.
Moderna has been on a tear since mid-August. Citi now sees it plunging 60%
Citi analyst Geoff Meacham has downgraded Moderna stock to "sell" despite its recent rally, citing unsustainable valuation levels. Moderna shares have surged 223% since August 19 after positive trial results for a cancer vaccine. However, Meacham believes the current market capitalization and implied sales for its oncology programs are unjustifiably high, indicating a potential 60% downside.
Moderna Adds Chief Operating Officer Role as Company Expands into Oncology
Moderna has announced the creation of a Chief Operating Officer role to support its expanding operations and diversification into oncology and expanded infectious disease franchises. Juan Andres will return to Moderna as COO, effective October 5, 2026, reporting to CEO Stéphane Bancel. Jerh Collins, the current Chief Technical Operations and Quality Officer, will retire, with both Bancel and Collins expressing gratitude for his contributions.