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Takeda Stock: Quiet Pharma Giant That US Investors Keep Missing

https://www.ad-hoc-news.de/boerse/news/ueberblick/takeda-stock-quiet-pharma-giant-that-us-investors-keep-missing/68598506
Takeda Pharmaceutical Co Ltd is reshaping its pipeline and balance sheet, focusing on high-value therapies despite being underfollowed by US investors. The article details how Takeda's strategic shifts, dividend appeal, and focus on rare diseases and immunology could impact US portfolios. It advises investors to consider the stock's defensive income potential, pipeline optionality, and exposure to FX and policy risks compared to US pharma giants.

Stevens Capital Management LP Makes New Investment in Pfizer Inc. $PFE

https://www.marketbeat.com/instant-alerts/filing-stevens-capital-management-lp-makes-new-investment-in-pfizer-inc-pfe-2026-02-21/
Stevens Capital Management LP has acquired a new position in Pfizer Inc. (NYSE:PFE) during the third quarter, purchasing 193,796 shares valued at approximately $4.94 million. Other institutional investors have also adjusted their holdings in Pfizer. The article also covers recent analyst ratings for Pfizer, with a consensus "Hold" rating and a target price of $27.84, alongside key positive, neutral, and negative news impacting the company.

Jupiter Asset Management Ltd. Has $9.10 Million Stake in Aurinia Pharmaceuticals Inc $AUPH

https://www.marketbeat.com/instant-alerts/filing-jupiter-asset-management-ltd-has-910-million-stake-in-aurinia-pharmaceuticals-inc-auph-2026-02-21/
Jupiter Asset Management Ltd. decreased its stake in Aurinia Pharmaceuticals by 11.8% in Q3, now holding 823,579 shares valued at $9.10 million. Other institutions like JPMorgan Chase & Co. increased their holdings, bringing total institutional ownership to 36.83%. Analyst sentiment is mixed, with an average "Hold" rating and a price target of $17.25, though some analysts have upgraded the stock.

Wall Street Zen Upgrades Immatics (NASDAQ:IMTX) to Hold

https://www.marketbeat.com/instant-alerts/wall-street-zen-upgrades-immatics-nasdaqimtx-to-hold-2026-02-21/
Wall Street Zen upgraded Immatics (NASDAQ:IMTX) from a "sell" to a "hold" rating. This upgrade aligns with a broader analyst consensus of "Moderate Buy" for the clinical-stage biotechnology company, which focuses on T cell receptor (TCR)-based immunotherapies for solid tumors. Institutional investors, including T. Rowe Price and Baker Bros., have significantly increased their stakes in Immatics, which currently trades with a market cap of $1.22 billion.

Immatics N.V. (IMTX): Investor Outlook Reveals an 85% Upside Potential Amidst Groundbreaking Cancer Therapies

https://www.directorstalkinterviews.com/immatics-n-v-imtx-investor-outlook-reveals-an-85-upside-potential-amidst-groundbreaking-cancer-therapies/4121240809
Immatics N.V. (IMTX) is a clinical-stage biopharmaceutical company focused on developing T cell redirecting immunotherapies for solid tumors, presenting a compelling investment case with an 85.68% upside potential despite current financial challenges. The company, with a market capitalization of $1.38 billion, is advancing several therapies through clinical trials and boasts strong strategic collaborations with major healthcare institutions. Analysts maintain a bullish outlook, recommending a 'Buy' with an average target price of $19.13, driven by its pioneering research and partnerships.
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Novartis exits India arm, ChrysCapital-led group buys 70.68% stake for ₹1,446 crore

https://m.economictimes.com/industry/healthcare/biotech/pharmaceuticals/novartis-exits-india-arm-chryscapital-led-group-buys-70-68-stake-for-1446-crore/articleshow/128633932.cms
Swiss drugmaker Novartis AG is selling its 70.68% stake in its Indian unit to a ChrysCapital-led consortium for ₹1,446 crore. This move is part of Novartis' strategy to become an innovative medicines-focused company, although it will maintain a significant presence in India through its wholly-owned subsidiary. The divestment comes as Novartis India has seen declining sales, with its key product, Vymada, facing increased generic competition.

Barclays Initiates Coverage of Pfizer (PFE) with Underweight Recommendation

https://www.nasdaq.com/articles/barclays-initiates-coverage-pfizer-pfe-underweight-recommendation
Barclays has initiated coverage of Pfizer (PFE) with an "Underweight" recommendation. According to Fintel, the average one-year price target for Pfizer is $29.54/share, suggesting a 9.96% upside from its latest closing price. Fund sentiment shows a slight decrease in institutional positions, with major holders including Vanguard Total Stock Market Index Fund and Vanguard 500 Index Fund.

Will Pfizer approach Viking Therapeutics with a buyout proposal?

https://www.tradingview.com/news/invezz:b6f8789b3094b:0-will-pfizer-approach-viking-therapeutics-with-a-buyout-proposal/
Following Pfizer's termination of development for its weight-loss pill due to drug-induced liver injury, speculation has arisen regarding a potential acquisition of Viking Therapeutics. While Viking's stock has risen on this speculation and its drugs are in trials, Pfizer faces financial constraints from recent acquisitions and has other internal assets in development, making a large-scale buyout less likely. Despite this setback, Wall Street maintains an "overweight" rating on Pfizer stock, citing a significant upside potential and an attractive dividend yield.

Deutsche Bank Upgrades Merck (MRK) to Buy, Sees "Clear Path" Beyond Keytruda Patent Cliff

https://finviz.com/news/317799/deutsche-bank-upgrades-merck-mrk-to-buy-sees-clear-path-beyond-keytruda-patent-cliff
Deutsche Bank has upgraded Merck (MRK) to Buy from Hold, with analyst James Shin increasing the price target to $150 from $115. Shin believes the market is undervaluing Merck due to concerns about Keytruda's patent expiration, but sees a "clear path" for the company beyond this cliff and identifies visible growth drivers outside of Keytruda. This upgrade comes despite Merck's earlier 2026 forecast that fell below Wall Street expectations due to the loss of exclusivity for Januvia and other older medicines.

Turn Therapeutics Begins Clinical Trial of First Topical IL-36/IL-31 Inhibitor for Eczema

https://www.businesswire.com/news/home/20250714700228/en/Turn-Therapeutics-Begins-Clinical-Trial-of-First-Topical-IL-36IL-31-Inhibitor-for-Eczema
Turn Therapeutics has initiated a phase 2 clinical trial for its topical GX-03 formulation, a first-in-class IL-36/IL-31 inhibitor, to treat moderate-to-severe eczema (atopic dermatitis). The trial, enrolling 114 patients, will evaluate the therapy's safety and efficacy, building on previous in-vivo studies demonstrating its immunological inhibition of key eczema-related cytokines. This marks a significant step towards providing an easy-to-use, non-steroidal topical treatment option for eczema patients, with top-line results expected by the end of 2025.
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Botulinum Toxins Market Size & Growth Forecast to 2030

https://www.marketsandmarkets.com/Market-Reports/botulinum-toxins-market-146254750.html
The global botulinum toxins market is projected to reach USD 15.72 billion by 2030, growing at a CAGR of 12.0% from USD 8.92 billion in 2025, driven by increasing aesthetic consciousness and expanding therapeutic applications. Key players include AbbVie, Ipsen, and Galderma, with significant market share in North America, while the Asia Pacific region is expected to show the highest growth. The market is influenced by a shift towards minimally invasive procedures, biosimilar competition, and product innovation.

Celcuity Inc. (CELC) Stock Analysis: Biotechnology Innovator’s 9.29% Upside Captures Investor Attention

https://www.directorstalkinterviews.com/celcuity-inc-celc-stock-analysis-biotechnology-innovator-s-9-29-upside-captures-investor-attention/4121240890
Celcuity Inc. (CELC), a clinical-stage biotechnology company, is gaining investor attention due to its innovative cancer treatment focus and a potential 9.29% upside based on analyst consensus, with an average target price of $116.70. Despite strong analyst optimism and a strategic partnership with Pfizer, the company is not yet profitable, showing negative EPS and free cash flow common for biotech firms in development, signifying inherent risks for investors. Technical indicators suggest an upward trend and a nearing oversold territory, which could be a buying opportunity for risk-tolerant investors.

Moderna Faces Lawsuit From BioNTech Over Next-Generation COVID-19 Shot

https://www.benzinga.com/markets/large-cap/26/02/50753233/moderna-faces-lawsuit-from-biontech-over-next-generation-covid-19-shot
BioNTech has filed a patent infringement lawsuit against Moderna, alleging that Moderna's next-generation COVID-19 vaccine, mNEXSPIKE, uses BioNTech's patented technology focusing on specific SARS-CoV-2 spike protein domains. BioNTech claims this technology, which allows for a strong immune response at lower doses and improved storage, was developed and patented by them in November 2024. The lawsuit seeks monetary damages for alleged deliberate infringement, highlighting Moderna's substantial mNEXSPIKE sales.

Barclays Begins Coverage on Gilead Sciences (NASDAQ:GILD)

https://www.marketbeat.com/instant-alerts/barclays-begins-coverage-on-gilead-sciences-nasdaqgild-2026-02-20/
Barclays has initiated coverage on Gilead Sciences (NASDAQ:GILD) with an "equal weight" rating and a $155.00 price target, suggesting a potential upside of 2.57%. Other analysts have recently issued reports with price targets ranging from $129.00 to $171.00, resulting in a "Moderate Buy" consensus rating and an average target price of $154.24. The biopharmaceutical company recently reported strong earnings, beating analyst estimates, and has seen some insider selling activity.

Muscle Invasive Bladder Cancer Market: Pharma Pipeline Fuels Rapid Expansion by 2034 – DelveInsight | CG Oncology, Pfizer, UroGen Pharma, Janssen R&D, Protara Therapeutics, Binhui Biopharmaceutical

https://www.barchart.com/story/news/307731/muscle-invasive-bladder-cancer-market-pharma-pipeline-fuels-rapid-expansion-by-2034-delveinsight-cg-oncology-pfizer-urogen-pharma-janssen-rd-protara-therapeutics-binhui-biopharmaceutical
The Muscle Invasive Bladder Cancer (MIBC) market is projected for rapid expansion by 2034, driven by increasing disease prevalence, new premium-priced treatments, and a robust pharmaceutical pipeline. Key players like CG Oncology, Pfizer, and Janssen R&D are developing advanced therapies, including recently FDA-approved combinations and intravesical systems. The United States leads in MIBC prevalence within the seven major markets, with several new therapies approved since 2020.
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Bristol Myers Squibb Company $BMY Position Trimmed by Jupiter Asset Management Ltd.

https://www.marketbeat.com/instant-alerts/filing-bristol-myers-squibb-company-bmy-position-trimmed-by-jupiter-asset-management-ltd-2026-02-20/
Jupiter Asset Management Ltd. has reduced its stake in Bristol Myers Squibb (BMY) by 31.7% in the third quarter, now holding shares worth approximately $41.23 million. This comes as BMY faces mixed sentiment, with the FDA accepting a New Drug Application for an iberdomide combination, potentially creating a new revenue stream, while the company also missed quarterly EPS estimates and received downward revisions from Zacks Research on future earnings. Despite this, BMY increased its quarterly dividend to $0.63, offering a 4.2% yield, and maintains a "Hold" consensus rating from analysts with an average price target of $60.19.

Jupiter Asset Management Ltd. Raises Holdings in Pfizer Inc. $PFE

https://www.marketbeat.com/instant-alerts/filing-jupiter-asset-management-ltd-raises-holdings-in-pfizer-inc-pfe-2026-02-20/
Jupiter Asset Management Ltd. significantly increased its stake in Pfizer Inc. (NYSE:PFE) by 41.7% in the third quarter, bringing its total holdings to 2,445,747 shares valued at approximately $62.32 million. This move comes as Pfizer reported stronger-than-expected Q4 earnings with an EPS of $0.66 and revenue of $17.56 billion, despite a slight year-over-year revenue decrease. Pfizer also declared a quarterly dividend of $0.43, offering an attractive yield of 6.4%, though its payout ratio is notably high at 126.47%.

Eli Lilly and Company $LLY Stock Holdings Lessened by China Universal Asset Management Co. Ltd.

https://www.marketbeat.com/instant-alerts/filing-eli-lilly-and-company-lly-stock-holdings-lessened-by-china-universal-asset-management-co-ltd-2026-02-20/
China Universal Asset Management Co. Ltd. reduced its stake in Eli Lilly and Company by 27.0% in Q3, now holding 5,655 shares worth $4.315 million. Despite this, Eli Lilly exceeded quarterly earnings expectations, reporting an EPS of $7.54 and revenue of $19.29 billion, and has lifted its quarterly dividend. The company maintains a "Moderate Buy" analyst rating with an average target price of $1,224.69, though competition in the GLP-1 market and pricing risks are noted concerns.

China Universal Asset Management Co. Ltd. Has $12.01 Million Stake in Regeneron Pharmaceuticals, Inc. $REGN

https://www.marketbeat.com/instant-alerts/filing-china-universal-asset-management-co-ltd-has-1201-million-stake-in-regeneron-pharmaceuticals-inc-regn-2026-02-20/
China Universal Asset Management Co. Ltd. reduced its stake in Regeneron Pharmaceuticals (NASDAQ:REGN) by 13.0% in Q3, now holding 21,359 shares worth $12.01 million. Despite this, Wall Street analysts maintain a "Moderate Buy" consensus, with several firms recently raising their price targets, and the company reported strong Q4 earnings, beating estimates and increasing its quarterly dividend. Other hedge funds made various adjustments to their holdings in REGN.

BNP PARIBAS ASSET MANAGEMENT Holding S.A. Lowers Position in Pfizer Inc. $PFE

https://www.marketbeat.com/instant-alerts/filing-bnp-paribas-asset-management-holding-sa-lowers-position-in-pfizer-inc-pfe-2026-02-20/
BNP PARIBAS ASSET MANAGEMENT Holding S.A. reduced its stake in Pfizer Inc. by 22.2% during the 3rd quarter, selling 1,680,468 shares. Despite this, other institutional investors have increased their holdings, and analysts have mixed ratings on Pfizer, with an average "Hold" rating and a target price of $27.84. Pfizer recently reported strong Q4 earnings, beating analyst estimates, and announced a quarterly dividend of $0.43 per share.
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Pfizer Inc (PFE) Announces Positive Results from BREAKWATER Trial

https://www.insidermonkey.com/blog/pfizer-inc-pfe-announces-positive-results-from-breakwater-trial-1699375/
Pfizer Inc. announced positive results from its BREAKWATER trial for BRAFTOVI in combination with cetuximab and FOLFIRI for metastatic colorectal cancer, showing significant progression-free survival improvement and better overall survival. Despite these promising results, the combination is not yet FDA-approved. Analysts from Daiwa and Bernstein recently downgraded Pfizer to Hold, citing concerns about R&D investments and an unclear oncology pipeline outlook, even after the company beat Q4 2025 earnings estimates.

Pfizer Inc (PFE) Announces Positive Results from BREAKWATER Trial

https://finviz.com/news/316817/pfizer-inc-pfe-announces-positive-results-from-breakwater-trial
Pfizer Inc. announced positive results from its BREAKWATER trial for BRAFTOVI in combination with cetuximab and FOLFIRI for metastatic colorectal cancer, showing significant improvement in progression-free survival and overall survival. Despite the positive trial results, some analysts have recently downgraded Pfizer, citing R&D investment risks, even as the company surpassed Q4 2025 earnings estimates. Pfizer plans to submit the detailed results to the FDA for regulatory consideration.

Nicotine Gum Market Analysis Report 2026-2035: A $2.55 Billion Market by 2030 with Pfizer, GlaxoSmithKline, Haleon, Perrigo Co, and Johnson & Johnson Leading

https://www.globenewswire.com/news-release/2026/02/20/3241790/0/en/Nicotine-Gum-Market-Analysis-Report-2026-2035-A-2-55-Billion-Market-by-2030-with-Pfizer-GlaxoSmithKline-Haleon-Perrigo-Co-and-Johnson-Johnson-Leading.html
The nicotine gum market is projected to grow from $1.84 billion in 2025 to $2.55 billion by 2030, driven by anti-smoking campaigns, rising health awareness, and increased acceptance of nicotine replacement therapy. Key trends include over-the-counter availability, flavored variants, online distribution, and regulatory support for harm reduction. North America was the largest market in 2025, while Asia-Pacific is expected to be the fastest-growing region.

Madrigal Eyes MASH Future As Rezdiffra Nears Blockbuster Revenue

https://insights.citeline.com/scrip/business/earnings/madrigal-eyes-mash-future-as-rezdiffra-nears-blockbuster-revenue-XMX5QNHZSRCJBD4RBINQMZGWMQ/
Madrigal Pharmaceuticals is strategically focusing on the long-term MASH market as its drug Rezdiffra approaches blockbuster revenue status. The company aims to capitalize on the growing demand for treatments in the metabolic dysfunction-associated steatohepatitis (MASH) therapeutic area. This move positions Madrigal to become a significant player in the MASH landscape as Rezdiffra gains market traction.

New molecular glue drug aims to tackle deadly stomach tumors

https://www.stocktitan.net/news/BDRX/biodexa-licenses-phase-1-ready-drug-candidate-from-otsuka-for-rare-uasxbvo8nd19.html
Biodexa Pharmaceuticals (NASDAQ: BDRX) has licensed MTX240, a Phase 1-ready molecular glue drug from Otsuka, targeting gastrointestinal stromal tumors (GIST), especially those resistant to current treatments. This drug works by forcing specific proteins in GIST cells to bind, triggering self-destruction without affecting healthy cells. The company plans to initiate a Phase 1b/2a clinical trial by year-end, focusing on TKI-resistant GIST patients, and expects potential market exclusivity through Orphan Drug designation and composition-of-matter patents until 2037.
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BioNTech sues Moderna for patent infringement over COVID shots

https://www.reuters.com/world/biontech-sues-moderna-patent-infringement-over-covid-19-shots-2026-02-19/
German biopharmaceutical company BioNTech has sued Moderna in Delaware federal court, alleging that Moderna's mNEXSPIKE COVID-19 vaccine infringes upon a patent related to BioNTech and Pfizer's Comirnaty shot. BioNTech claims Moderna's next-generation vaccine violates its rights in technology for a streamlined messenger RNA-based vaccine design that allows for lower dosages. This lawsuit follows Moderna's own ongoing patent infringement case against BioNTech and Pfizer from 2022, highlighting a growing trend of patent disputes among biotech companies over COVID-19 vaccine technology.

Vertex Casgevy Rollout Tests Gene Editing Role In Vertex Earnings Story

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-vrtx/vertex-pharmaceuticals/news/vertex-casgevy-rollout-tests-gene-editing-role-in-vertex-ear
Vertex Pharmaceuticals and CRISPR Therapeutics are initiating patient treatments with their gene-editing therapy, Casgevy, approved for sickle cell disease and beta thalassemia. This rollout is critical for Vertex as it aims to diversify beyond its cystic fibrosis focus, with Casgevy expected to contribute to a projected US$500 million in non-CF product revenue for 2026. Investors will closely monitor the real-world adoption, patient access, and payer response to this high-complexity treatment, as these factors will shape Vertex's future earnings and its position in the broader gene-editing market.

Valneva Reports 2025 Financials and 2026 Outlook

https://intellectia.ai/news/stock/valneva-reports-2025-financials-and-2026-outlook
Valneva reported stable total revenues of €174.7 million for 2025, maintaining a strong cash position of €109.7 million. The company projects 2026 total revenues to be between €155 million and €170 million, despite an anticipated decrease in product sales, while ensuring leadership continuity with CEO Thomas Lingelbach's contract renewal. Analyst ratings recommend a "Moderate Buy" on VALN stock, though price targets have been lowered recently due to issues with the Ixchiq vaccine.

Palatin to test 2 obesity-targeting drugs for PWS in clinical trials this year

https://praderwillinews.com/news/palatin-planning-launch-clinical-trials-2-obesity-targeting-drugs-pws/
Palatin Technologies plans to advance two experimental obesity-targeting drugs, PL7737 and a long-acting peptide, into clinical trials this year for people with Prader-Willi syndrome (PWS) and hypothalamic obesity. These drugs are designed to activate the melanocortin-4 receptor (MC4R) to suppress hunger and are aimed at improving patient tolerability by reducing gastrointestinal side effects and hyperpigmentation, a known side effect of current MC4R agonists. The company expects to submit investigational new drug applications and initiate Phase 1 trials for both candidates in 2026.

Merck to seek 2nd-season RSV nod for Enflonsia in hot pursuit of Sanofi, AZ's Beyfortus

https://www.fiercepharma.com/pharma/merck-seeks-2nd-season-rsv-nod-enflonsia-hot-pursuit-sanofi-azs-beyfortus
Merck is pushing to expand the label for its RSV antibody, Enflonsia, to include a second RSV season for high-risk infants, aiming to compete more directly with Sanofi and AstraZeneca's Beyfortus. New Smart trial data showed Enflonsia was safe and effective for children entering their second RSV season. This move comes as Beyfortus has seen significant sales, though both products are currently under a safety investigation by the FDA.
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Muscle Invasive Bladder Cancer Market: Pharma Pipeline Fuels Rapid Expansion by 2034 – DelveInsight | CG Oncology, Pfizer, UroGen Pharma, Janssen R&D, Protara Therapeutics, Binhui Biopharmaceutical

https://www.barchart.com/story/news/307732/muscle-invasive-bladder-cancer-market-pharma-pipeline-fuels-rapid-expansion-by-2034-delveinsight-cg-oncology-pfizer-urogen-pharma-janssen-rd-protara-therapeutics-binhui-biopharmaceutical
The Muscle Invasive Bladder Cancer (MIBC) market is projected for rapid expansion by 2034, driven by an increasing prevalence of the disease, new premium-priced treatment options, and a robust pharmaceutical pipeline. Key market players like CG Oncology, Pfizer, and Janssen R&D are developing advanced therapies, including PD-1 inhibitors and antibody-drug conjugates, that are transforming treatment landscapes, particularly for cisplatin-ineligible patients. Despite challenges like treatment complexity and high costs, significant clinical trial activity and biomarker-driven approaches are expected to fuel future growth.

Why AstraZeneca PLC (AZN) is One of the Best Immunotherapy Stocks to Buy According to Hedge Funds

https://finviz.com/news/315805/why-astrazeneca-plc-azn-is-one-of-the-best-immunotherapy-stocks-to-buy-according-to-hedge-funds
AstraZeneca PLC (AZN) is highlighted as a top immunotherapy stock favored by hedge funds, despite a recent "Sell" rating from Deutsche Bank. The company announced positive Phase III trial results for Breztri Aerosphere in uncontrolled asthma, showing significant improvements and no new safety concerns. AstraZeneca specializes in biopharmaceutical exploration, development, manufacturing, and commercialization, focusing on prescription medicines and novel immuno-oncology treatments.

Inmar Intelligence awarded renewed Pharmacy Reverse Distribution agreement with Premier, Inc.

https://www.morningstar.com/news/pr-newswire/20260219cl90780/inmar-intelligence-awarded-renewed-pharmacy-reverse-distribution-agreement-with-premier-inc
Inmar Intelligence has secured a renewed national group purchasing agreement with Premier, Inc. for Pharmacy Reverse Distribution Services, effective February 1, 2026. This extension allows Premier members to continue benefiting from pre-negotiated pricing and terms for Inmar's services, which aim to simplify returns, enhance compliance, and improve financial recovery for pharmacies. Inmar's Vice President of Healthcare Sales, Anthony Garcia, highlighted the trust placed in their ability to deliver value and maintain regulatory compliance.

Where is Pfizer Inc. (PFE) Headed?

https://finviz.com/news/315800/where-is-pfizer-inc-pfe-headed
Pfizer Inc. (PFE) faces a downgrade to Neutral from Daiwa with a $27 price target, yet received Priority Review from the FDA for its HYMPAVZI® sBLA, aiming to expand its approved indication for hemophilia treatment. Despite these developments, the article suggests that certain AI stocks might offer greater upside potential with less risk than PFE.

Pfizer Targets Long-Term Oncology Growth Amid Competitive Pressure

https://www.tradingview.com/news/zacks:402324b31094b:0-pfizer-targets-long-term-oncology-growth-amid-competitive-pressure/
Pfizer is strategically focusing on long-term oncology growth, with this segment contributing 27% to its total revenues and achieving 8% growth in 2025 through key drugs like Xtandi and Lorbrena, and new avenues such as Padcev and oncology biosimilars. Despite competitive pressures, especially from other major pharmaceutical companies like AstraZeneca, Merck, J&J, and Bristol-Myers, Pfizer is expanding its pipeline with new approvals, label expansions, and a deep late-stage pipeline, aiming for eight or more blockbuster oncology medicines by 2030. The company's stock performance and valuation suggest a potentially attractive investment, supported by a Zacks Rank #3 (Hold).
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Where is Merck & Co., Inc. (MRK) Headed According to the Street?

https://finviz.com/news/315797/where-is-merck-co-inc-mrk-headed-according-to-the-street
Merck & Co., Inc. (MRK) has been upgraded to a Buy rating by Deutsche Bank with a raised price target due to belief that the market undervalues the company despite the looming Keytruda patent cliff. The firm sees a clear path for the company's growth, excluding Keytruda. Additionally, the FDA approved KEYTRUDA® and KEYTRUDA QLEX™ for treating platinum-resistant epithelial ovarian, fallopian tube, or primary peritoneal carcinoma with specific PD-L1+ characteristics, marking them as the first and only PD-1 inhibitors for this indication.

Biodexa Licenses Phase 1 Ready Drug Candidate from Otsuka for Rare Stomach Cancer

https://www.biospace.com/press-releases/biodexa-licenses-phase-1-ready-drug-candidate-from-otsuka-for-rare-stomach-cancer
Biodexa Pharmaceuticals has licensed MTX240, a Phase 1 ready drug candidate from Otsuka, to treat gastrointestinal stromal tumors (GIST). This novel molecular glue drug aims to overcome the resistance issues faced by current tyrosine kinase inhibitors (TKIs), which typically lead to poor survival rates in advanced GIST patients. MTX240's unique mechanism forces two proteins in GIST cells to bind, triggering self-destruction, and showed promising preclinical results even in TKI-resistant tumors.

BioXcel Therapeutics to Host Virtual Roundtable Featuring Leading Medical Experts Addressing Latest Developments in Treatment of Acute Agitation in Alzheimer's Dementia

https://www.bitget.com/amp/news/detail/12560605208095
BioXcel Therapeutics is hosting a virtual roundtable on February 27, 2026, to discuss acute agitation in Alzheimer's dementia, an area with significant unmet medical need and no FDA-approved treatments. The event will highlight the potential of their investigational product BXCL501, which is currently being evaluated in the TRANQUILITY In-Care Phase 3 trial. Leading medical experts will participate to shed light on this condition that affects approximately 100 million annual episodes.

Traws Pharma Reports Completed Clinical Results of Ratutrelvir Showing Differentiated Profile Compared to PAXLOVID® with Fewer Adverse Events and No Viral Rebounds

https://www.quiverquant.com/news/Traws+Pharma+Reports+Completed+Clinical+Results+of+Ratutrelvir+Showing+Differentiated+Profile+Compared+to+PAXLOVID%C2%AE+with+Fewer+Adverse+Events+and+No+Viral+Rebounds
Traws Pharma announced positive Phase 2 clinical results for ratutrelvir, an oral COVID-19 treatment, showing a differentiated profile from PAXLOVID® with fewer adverse events and no viral rebounds, especially for patients unable to take PAXLOVID®. The company also reported progress on tivoxavir marboxil for influenza prevention, with increased exposure suggesting 28-day protection, though its U.S. IND faces a clinical hold due to safety concerns. Traws Pharma aims to address critical health challenges with these antiviral therapies despite the regulatory setback for tivoxavir marboxil.

Teva And Sanofi Duvakitug Data Support IBD Pipeline And Growth Story

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-teva/teva-pharmaceutical-industries/news/teva-and-sanofi-duvakitug-data-support-ibd-pipeline-and-grow
Teva Pharmaceutical Industries and Sanofi announced positive long-term phase II data for duvakitug in ulcerative colitis and Crohn’s disease, showing durable efficacy and a favorable safety profile. These results support a rapid move to phase III trials for the potential TL1A antibody. This pipeline update is significant for Teva, reinforcing its branded pipeline alongside its generics business and contributing to its long-term growth story.
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Pzena Investment Management LLC Boosts Stock Holdings in Pfizer Inc. $PFE

https://www.marketbeat.com/instant-alerts/filing-pzena-investment-management-llc-boosts-stock-holdings-in-pfizer-inc-pfe-2026-02-19/
Pzena Investment Management LLC increased its stake in Pfizer Inc. by 0.9% in the third quarter, bringing its total holdings to over 6.6 million shares valued at $168.5 million. Other institutional investors also adjusted their positions in Pfizer, with some significantly increasing their stakes. The biopharmaceutical company recently announced a quarterly dividend of $0.43 per share, yielding 6.3%.

First National Bank of Omaha Purchases New Holdings in Pfizer Inc. $PFE

https://www.marketbeat.com/instant-alerts/filing-first-national-bank-of-omaha-purchases-new-holdings-in-pfizer-inc-pfe-2026-02-19/
First National Bank of Omaha has acquired a new position in Pfizer Inc. (NYSE:PFE) stock, purchasing 40,148 shares valued at approximately $1.023 million in the third quarter. This move comes as Pfizer reported stronger-than-expected quarterly earnings, with an EPS of $0.66 against an estimated $0.57, and revenue of $17.56 billion. Despite a slight year-over-year revenue decrease, institutional investors continue to adjust their holdings in the biopharmaceutical company.

BioNTech Vaccine Update: What’s Actually New for the US in 2026?

https://www.ad-hoc-news.de/boerse/news/ueberblick/biontech-vaccine-update-what-s-actually-new-for-the-us-in-2026/68593160
BioNTech's latest vaccine data and updates for 2026 aim to reshape booster frequency and variant targeting in the US. The article clarifies what is new regarding BioNTech-powered COVID-19 vaccines, their effectiveness against new variants, booster timing recommendations, and safety profiles. It also touches on BioNTech's broader mRNA platform development for flu, RSV, and cancer vaccines, and how these changes will impact US consumers.

Pfizer’s BRAFTOVI BREAKWATER Trial Delivers Landmark Survival Gains in Colorectal Cancer

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-19-pfizers-braftovi-breakwater-trial-delivers-landmark-survival-gains-in-colorectal-cancer
Pfizer's BRAFTOVI BREAKWATER trial has shown significant improvements in progression-free survival and overall survival for patients with BRAF V600E-mutant metastatic colorectal cancer, reducing the risk of death by 51%. This breakthrough is poised to establish a new standard of care, validate Pfizer's oncology pivot, and significantly boost BRAFTOVI's annual sales beyond $3 billion. The positive results also benefit Eli Lilly, whose Erbitux is part of the effective regimen, while signaling a shift towards precision medicine in oncology.

Where is Pfizer Inc. (PFE) Headed?

https://www.insidermonkey.com/blog/where-is-pfizer-inc-pfe-headed-1698593/
Pfizer Inc. (NYSE: PFE) is highlighted as a top immunotherapy stock, despite a recent downgrade to Neutral by Daiwa with a $27 price target. The company recently received Priority Review from the FDA for its supplemental Biologics License Application for HYMPAVZI®, aiming to expand its use for hemophilia A or B patients, with a decision expected in Q2 2026. While acknowledging Pfizer's potential, the article suggests that certain AI stocks may offer greater promise for higher returns and lower risk.
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Artiva Biotherapeutics Announces Appointment of Elaine Sorg to Board of Directors

https://www.globenewswire.com/news-release/2026/02/19/3241045/0/en/artiva-biotherapeutics-announces-appointment-of-elaine-sorg-to-board-of-directors.html
Artiva Biotherapeutics, a clinical-stage biotechnology company, announced the appointment of Elaine Sorg to its Board of Directors. Ms. Sorg brings over 35 years of executive leadership and commercial experience in the biopharmaceutical industry, including leading the commercialization of major immunology therapies like HUMIRA and RINVOQ. Her expertise will be invaluable as Artiva prepares to share clinical activity data for its AlloNK regimen in rheumatoid arthritis and engage with the FDA on a registrational trial.

Neuropsychiatry Market Is Going to Boom | Pfizer Inc. • Bristol-Myers Squibb • AstraZeneca

https://www.openpr.com/news/4396533/neuropsychiatry-market-is-going-to-boom-pfizer-inc
Coherent Market Insights has published a new report detailing the "Neuropsychiatry Market: Industry Trends, Share, Size, Growth, Opportunity, and Forecast 2026-2033." The report offers an in-depth analysis of market competition, geographic distribution, growth potential, and key success factors, targeting entrepreneurs, investors, and business strategists. It identifies major market players as well as segmentations and includes a comprehensive regional analysis.

Health care’s next chapter: Opportunities in an era of transformation

https://www.troweprice.com/financial-intermediary/sg/en/thinking/articles/2026/q1/health-cares-next-chapter-opportunities-in-era-of-transformation-apac.html
The health care sector is entering a new era of innovation, presenting compelling opportunities for investors despite past challenges. Key subsectors like biotech, life science tools, and managed care are driving this transformation, fueled by scientific advancements and evolving market dynamics. Active management and rigorous research are deemed essential for navigating the sector's complexities and identifying leading companies.

BioNTech vaccine update: what US patients should really know now

https://www.ad-hoc-news.de/boerse/news/ueberblick/biontech-vaccine-update-what-us-patients-should-really-know-now/68591702
This article provides an update on the BioNTech/Pfizer COVID vaccine for US patients in 2026, focusing on its transition from an emergency pandemic tool to a seasonal-style protection product. It covers what's new, including updated formulations targeting current variants, clearer safety profiles, and flexible booster schedules, while addressing real-world availability, cost, and expert recommendations based on age and risk groups. The piece emphasizes the vaccine's continued effectiveness in preventing severe disease, hospitalization, and death, particularly for high-risk individuals, despite waning protection against mild infection.

Glaukos Stock Shoots Up After iDose TR Re-administration Approval

https://stockstotrade.com/news/glaukos-corporation-gkos-news-2026_02_18/
Glaukos Corporation (NYSE: GKOS) stock surged over 13% following FDA approval for the re-administration of its iDose TR glaucoma therapy, indicating enhanced patient safety and effectiveness. This regulatory validation has led to increased investor confidence, with Stifel raising Glaukos's price target to $160, and the company forecasting 2026 revenue to exceed expectations due to strategic market positioning and innovative solutions. Recent Q4 revenues also outperformed analyst predictions, underscoring the success of its eyecare products and promising financial health moving forward.
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