Browsing Tag
Bristol Myers Squibb
58 posts
Kardigan’s IPO demand looks strong, but the real test for KARD arrives in 2027
Kardigan raises $400 million in an upsized Nasdaq IPO to fund three cardiovascular trials. Discover the catalysts, cash runway and risks for KARD investors.
Replimune (REPL) soars 86% as WSJ says White House intervention reopens RP1 review
Replimune jumped nearly 86% after the WSJ reported White House officials pushed the FDA to reconsider twice-rejected RP1. A reopened path, and a binary bet on approval.
Bristol Myers Squibb myeloma drug doubles progression-free survival in pivotal SUCCESSOR-2 trial
Bristol Myers Squibb's mezigdomide doubled myeloma progression-free survival to 18 months and cut progression or death risk 52% in Phase 3, key to its patent-cliff plan.
JW Therapeutics says China pharma deals remain insulated from Beijing’s sensitive technology scrutiny
JW Therapeutics says China pharma deals remain open despite Beijing tech scrutiny. See why biotech licensing still matters.
Regeneron Pharmaceuticals’ LAG-3 gamble stumbles as Keytruda remains hard to beat in melanoma
Regeneron showed a PFS signal but missed the statistical bar. Keytruda remains the oncology benchmark investors still have to beat.
Tango Therapeutics (NASDAQ: TNGX) jumps 11% into May 11 earnings and pivotal pancreatic cancer data
Tango Therapeutics is up 22-fold from $1.04 in twelve months. The May 11 earnings print decides whether vopimetostat justifies the run or breaks it.
Pharma M&A trends 2026: Why $1.3tn in firepower is meeting the steepest patent cliff in industry history
Big pharma has $1.3 trillion to deploy and $230 billion in revenue going off-patent by 2030. The 2026 deal map shows where the panic is real.
Why Lilly’s $3.25bn Kelonia acquisition signals a manufacturing shift across the entire CAR-T landscape
Eli Lilly agrees to acquire Kelonia Therapeutics for up to $7B. What the iGPS in vivo CAR-T platform means for oncology and LLY investors. Read the analysis.
Replimune Group (NASDAQ: REPL) plans layoffs after FDA rejects Tudriqev again, forcing a biotech reset
Replimune plans layoffs after the FDA rejected Tudriqev again. Read what the setback means for REPL stock, cash runway, strategy, and rivals.
Why Seaport’s U.S. IPO filing matters now for neuropsychiatric drug development and biotech capital markets
Seaport Therapeutics has filed for a U.S. IPO. Read how its neuropsychiatry pipeline could test biotech investor appetite in 2026.