Browsing Tag
Roche
93 posts
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.
Insmed (NASDAQ: INSM) rebounds as retail eyes ATS 2026 readouts after Q1 reset
INSM bounced 11% after a 20% post-earnings reset. BRINSUPRI is launching faster than any respiratory drug in a decade. So why did the market sell the print?
NHS adopts 60-second Keytruda jab as Merck races to convert 14,000 UK patients before biosimilars hit
Merck's Keytruda patent expires in 2028. The NHS just gave it a 60-second injection to lock in patients before biosimilars arrive. The race is on.
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.
Ligand Pharmaceuticals (LGND) to acquire XOMA Royalty (XOMA) for $739m as biotech royalty consolidation accelerates
Ligand is buying XOMA for $739 million in cash. The real story sits inside a CVR tied to a $19.7 billion Johnson and Johnson royalty fight.
Why is Avalyn Pharma going public now, and what does it reveal about biotech risk appetite?
Avalyn Pharma has filed for a U.S. IPO to fund inhaled pulmonary fibrosis drugs. Read what the move signals for biotech markets and lung disease therapy.
Why Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) just strengthened the Eylea HD case against Roche’s Vabysmo
Regeneron won FDA approval for every-20-week Eylea HD dosing in wet AMD and DME. Read what it means for Regeneron, rivals, and retinal drug markets.
A new Vabysmo challenger? Innovent Biologics’ IBI324 just made the retinal drug race more interesting
Innovent Biologics is advancing IBI324 into Phase 3 after new retinal disease data versus Vabysmo. Read what it could mean for ophthalmology now.
How petrelintide’s tolerability profile could reshape patient adherence in obesity pharmacotherapy
Can petrelintide improve adherence in obesity treatment? Discover how Zealand Pharma’s therapy could reshape the weight-loss drug market.
Can Freenome’s $1.1bn SPAC deal unlock a new chapter for blood-based multi-cancer detection?
Freenome merges with PCSC in $1.1B deal to go public as FRNM. Find out how its AI-powered blood tests could change early cancer detection.