After a sluggish first half, the drug and biotech sector has staged a recovery over the past two to three months. This rebound was supported by major drugmakers signing drug pricing agreements with the Trump administration, which eased concerns around potential tariff-related impacts and removed a key policy overhang. Renewed momentum in mergers and acquisitions (M&A) has further strengthened investor sentiment across the industry.At the same time, innovation remains a key growth driver, with high-interest ...

NEW YORK, Dec. 30, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  Nektar Therapeutics (“Nektar” or the “Company”) (NASDAQ: NKTR).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Nektar and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On December 1 ...

Industry Overview - The drug and biotech sector experienced a volatile performance in 2025, with a significant recovery in the last few months attributed to improved drug pricing policies and strong merger and acquisition activity [2] - The biotech sector has rallied 26% over the past six months, outperforming the S&P 500 index [2] Innovation and Regulatory Activity - Key growth areas in the industry include obesity, gene therapy, inflammation, and neuroscience, attracting investor interest [3] - The FDA approved 44 novel therapies as of December 22, 2025, indicating healthy regulatory activity [3] Company Highlights Mineralys Therapeutics - Mineralys is developing lorundrostat, an aldosterone synthase inhibitor for uncontrolled hypertension, chronic kidney disease, and obstructive sleep apnea [5] - The pivotal phase III Launch-HTN study and phase II Advance-HTN study met primary efficacy endpoints, showing favorable safety [6] - The company plans to submit a new drug application for lorundrostat in early 2026, with shares up 203.4% year-to-date [8][9] Lyell Immunopharma - Lyell focuses on next-generation CAR T-cell therapies, with its lead candidate ronde-cel for large B-cell lymphoma [11] - A pivotal phase III study for ronde-cel is expected to begin in early 2026, and the company has a strong cash position of approximately $320 million [14] - Shares have increased by 191.6% in 2025, with loss per share estimates narrowing from $12.68 to $9.70 [15] Insmed - Insmed markets Arikayce for refractory MAC lung disease, generating $314.5 million in sales in the first nine months of 2025, a 21% increase year-over-year [16] - The FDA approved Brinsupri for non-CF bronchiectasis, with sales of $28.1 million in Q3 2025 [17] - Despite a setback with the BiRCh study, the company is evaluating Brinsupri for hidradenitis suppurativa, with shares up 156% year-to-date [19][20] Nektar Therapeutics - Nektar is developing rezpegaldesleukin for atopic dermatitis and alopecia areata, with positive data from phase IIb studies [21][22] - The company plans to advance rezpeg into phase III development in 2026, with shares soaring 218.8% year-to-date [24][25]

Key Takeaways MLYS' lorundrostat hit key endpoints, supporting plans for an NDA submission in early 2026.LYEL rose as ronde-cel advanced in pivotal studies and new CAR T assets strengthened its oncology pipeline.INSM climbs on Brinsupri's FDA approval, despite a setback in a mid-stage rhinosinusitis study.The drug and biotech sector witnessed a see-saw performance in 2025. After a weak show for most of the year, the sector picked up in the past couple of months. This can be attributed to improved policies f ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive an ...

Nektar Therapeutics ( NKTR ) is continuing on with development of rezpegaldesleukin, following successful results in atopic dermatitis and this week's results in alopecia areata. I haven't written about NKTR since November 2024, when IScientist and trader of biotech stock. Focus on trading around events such as trial results and NDA/BLA approvals. Also covering companies in industries regulated by the FDA. Articles present my opinion on stocks, but don't constitute investment advice.Analyst’s Disclosure:I/w ...

Nektar Therapeutics ( NKTR ) is continuing on with development of rezpegaldesleukin, following successful results in atopic dermatitis and this week's results in alopecia areata. I haven't written about NKTR since November 2024, when IScientist and trader of biotech stock. Focus on trading around events such as trial results and NDA/BLA approvals. Also covering companies in industries regulated by the FDA. Articles present my opinion on stocks, but don't constitute investment advice.Analyst’s Disclosure:I/w ...

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Nektar Therapeutics (NASDAQ: NKTR) is a biopharmaceutical company focusing on autoimmune diseases, oncology, and pain management.H.C. Wainwright set a price target of $135 for NKTR, indicating a potential price increase of approximately 164%.Recent Phase 2b REZOLVE-AA trial results for rezpegaldesleukin showed significant potential in treating severe-to-very-severe alopecia areata.Nektar Therapeutics (NASDAQ: NKTR) is a biopharmaceutical company focused on developing innovative medicines in areas of high un ...

PresentationI will now hand the conference over to Vivian Wu, Investor Relations and Corporate Affairs. Vivian, please go ahead.Ladies and gentlemen, thank you for joining us, and welcome to Nektar Therapeutics' Analyst and Investor event to discuss RESOLVE-AA top line results. [Operator Instructions]Vivian WuInvestor Relations Thank you, and good morning, everyone. Thank you for joining us today. Today, you will hear from Howard Robin, our President and Chief Executive Officer; Dr. Jonathan Zalevsky, our ...