Browsing Tag
Biogen
29 posts
Supernus and Indivior complete merger, creating $2.2bn CNS pharma group
Supernus Pharmaceuticals and Indivior Pharmaceuticals have completed their merger, establishing a diversified central nervous system drug company with approximately $2.2 billion in historical pro forma annual revenue. The transaction combines five core growth medicines and targets $125 million in annual cost savings, but a $1 billion special dividend and new debt obligations place financial discipline alongside commercial expansion.
November 7, 2026
Acumen Pharmaceuticals faces strategic reset with $78.6m cash after Alzheimer’s drug failure
Acumen Pharmaceuticals stock plunges 88% after its Alzheimer's trial fails. Explore its $78.6M cash position and strategic options.
November 1, 2026
Scholar Rock (NASDAQ: SRRK) wins FDA approval for ISEMBYLD in spinal muscular atrophy
Scholar Rock has secured its first U.S. Food and Drug Administration approval with ISEMBYLD, moving from a pre-revenue biotechnology company into commercial execution as analysts model a multibillion-dollar opportunity in spinal muscular atrophy.
September 14, 2026
Ocugen has FDA alignment and a 2028 filing target. Now OCU410 needs to prove the Phase 2 signal was real
Ocugen starts Phase 3 testing of one-time OCU410 gene therapy for geographic atrophy after a 31% Phase 2 reduction in lesion growth.
September 3, 2026
Supernus Pharmaceuticals and Indivior target $125m in savings through CNS merger
Supernus Pharmaceuticals and Indivior plan a $2.2 billion CNS merger with 11 medicines, $125 million in synergies and a fourth-quarter close.
August 3, 2026
Stoke Therapeutics has enrolled its pivotal Dravet trial, but what must the August 3 call prove?
Stoke Therapeutics will discuss its second-quarter performance on August 3 after completing enrollment in the pivotal EMPEROR trial. Investors will be looking beyond quarterly revenue to assess spending, regulatory execution and preparations for a possible zorevunersen launch.
July 28, 2026
Biogen stock (NASDAQ: BIIB) falls 8.2%: Can diranersen recover in Phase 3?
Biogen’s diranersen reduced tau and showed its strongest clinical result at the lowest dose, but the Phase 2 study missed its dose-response goal. With $BIIB down 8.2%, July 29 results and the Phase 3 design become the next tests.
July 15, 2026
Ionis Pharmaceuticals (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails, Alnylam Amvuttra and BridgeBio Attruby emerge as clear beneficiaries
Ionis (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails primary endpoint. Peak sales cut to $4B. Alnylam and BridgeBio benefit from the reset.
July 9, 2026
Vertex (VRTX) to enter endocrine diseases with $10bn Crinetics acquisition, targets $5bn peak revenue by 2029
Vertex Pharmaceuticals to acquire Crinetics for $10 billion at 102% premium, largest deal in VRTX history. Read the full analysis.
July 7, 2026
Biogen is paying up to $1bn for preclinical optionality. What does RayThera really add?
Biogen's $1 billion RayThera deal expands its immunology pipeline and raises fresh capital allocation questions. Read what BIIB investors should watch next.
June 18, 2026