--Completion of GLP toxicology studies associated with a $50 million payment to Recludix under the collaboration with Sanofi -- REX-8756 is a potent and selective oral STAT6 inhibitor that demonstrates complete pathway inhibition and is well tolerated in preclinical studies --Investigational New Drug (IND)-enabling activities ongoing to support IND submission later this year SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- Recludix Pharma, a leader in the discovery of inhibitors of challenging targets for infla ...

作为此次收购的核心资产之一，阿伐替尼是目前全球范围内唯一获批用于治疗晚期和惰性系统性肥大细 胞增多症的药物。该药物是一种强效且选择性的激活KIT和PDGFRA突变激酶抑制剂，能够有效抑制导 致系统性肥大细胞增多症的根本原因。这种疾病的特征是异常肥大细胞在骨髓、皮肤、胃肠道和其他器 官中积聚和激活。 赛诺菲财报数据显示，2024年该药物实现了4.79亿美元的净收入，并在2025年第一季度取得了近1.5亿美 元的收入，同比增长超过60%。 阿伐替尼是目前全球范围内唯一获批用于治疗晚期和惰性系统性肥大细胞增多症的药物。赛诺菲的这项 收购也是今年至今为止欧洲药企最大规模的一笔医疗健康收购交易。 当地时间6月2日，法国制药巨头赛诺菲与美国生物药企Blueprint Medicines公司宣布达成收购协议，赛 诺菲将以约95亿美元的潜在总金额收购Blueprint。 当天美股盘前，Blueprint股价大涨超过26%。截至当天港股收盘，Blueprint的中国合作伙伴基石药业 （2616.HK）股价上涨近5%。 赛诺菲方面称，此次收购不仅将为赛诺菲带来一款快速增长且唯一获批用于治疗晚期和惰性系统性肥大 细胞增多症（ASM ...

①【三大期指齐跌】截至发稿，道指期货跌0.43%、标普500指数期货跌0.50%、纳指期货跌0.67%。 ⑥【诺华癌症药物临床试验显示强劲结果】当地时间6月2日，诺华表示，其癌症药物Pluvicto在一项针 对早期晚期前列腺癌患者的后期临床试验中显示出积极结果。该药物与标准激素治疗联合使用时，有助 于减缓疾病扩散。 ⑦【赛诺菲将以91亿美元发起收购，Blueprint Medicines涨逾27%】当地时间6月2日，制药巨头赛诺菲 表示，将收购美国上市公司Blueprint Medicines，以获取后者的罕见免疫疾病药物管线。赛诺菲将为 Blueprint每股支付129美元现金，相当于91亿美元的股权价值。截至发稿，赛诺菲上涨0.1%，Blueprint Medicines上涨27.08%。 ⑧【苹果被曝将就欧盟信息共享新规提起上诉】近日，据外媒援引知情人士透露，苹果公司已向欧盟委 员会提起上诉，反对《数字市场法》(DMA)中要求其向第三方开发商开放用户数据访问权限的条款。苹 果表示："这些要求将迫使苹果共享敏感用户数据，甚至包括我们自身都无法获取的私人信息，为欧盟 用户带来巨大隐私风险。"截至发稿，苹果下 ...

法国制药巨头赛诺菲(SNY.US)将以91亿美元股权价值收购美国生物制药公司Blueprint Medicines Corp. (BPMC.US)，此举将显著增强其在罕见免疫疾病领域的治疗管线。 Blueprint目前主营治疗系统性肥大细胞增多症的靶向药物(美国商品名Ayvakit/欧洲商品名Ayvakyt)，该 罕见病会导致免疫细胞异常积聚引发荨麻疹、腹痛等症状。据公司预测，该药物2025年销售额预计达7- 7.2亿美元。 该交易彰显了赛诺菲打造免疫学领域领导地位的雄心。今年早些时候，该公司已宣布拟以最高19亿美元 收购Dren Bio,Inc.的自身免疫疾病药物。 赛诺菲首席执行官Paul Hudson表示："此次收购是我们罕见病和免疫学产品组合的战略性突破，不仅丰 富了我们的研发管线，更将加速我们转型为全球领先免疫学企业的进程。" Hudson补充道："赛诺菲仍保持可观的并购能力。" 赛诺菲指出，Blueprint还拥有包括多款在研免疫药物在内的丰富产品管线，并在专科医生群体中建立了 稳固的临床网络。 根据双方周一发布的联合声明，赛诺菲将以每股129美元的现金价格进行收购，较Blueprint上周五收盘 ...

  Sanofi to acquire Blueprint Medicines, expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology Adds fast-growing and only approved medicine for advanced and indolent systemic mastocytosis to the Sanofi portfolio Paris and Cambridge, MA. June 2, 2025. Sanofi and Blueprint Medicines Corporation (Blueprint), a US-based, publicly traded biopharmaceutical company specializing in systemic mastocytosis (SM), a rare immunological disease, and other KIT-driven diseases, have ...

Group 1 - The article discusses the analytical approach of Stephen, who combines clinical insight with valuation methods to analyze healthcare and tech stocks [1] - Stephen specializes in scenario-based DCF modeling, sensitivity analysis, and Monte Carlo simulations to identify asymmetric risk-reward opportunities [1] - The focus is on translating complex scientific and market dynamics into actionable investment theses [1] Group 2 - The article emphasizes the importance of independent verification of information and conducting thorough research before making investment decisions [3] - It highlights that past performance is not indicative of future results and that no specific investment recommendations are provided [4]

I publish my best ideas and top coverage in the Growth Stock Forum . We focus on attractive risk/reward situations and track each of our portfolio stocks, Top Picks and Trading Ideas closely. If you're interested in finding great growth stocks, consider signing up to Growth Stock Forum. Join by June 9, to lock in the current rates before prices increase.Shares of Sanofi (NASDAQ: SNY ) and its partner Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN ) are down today after the companies announced that itepekimab ...

Regeneron Pharmaceuticals, Inc. (REGN) and partner Sanofi (SNY) announced mixed results from two late-stage studies, AERIFY-1 and AERIFY-2, on itepekimab for the treatment of chronic obstructive pulmonary disease (COPD).The candidate is being jointly developed by Regeneron and Sanofi. It is currently in clinical development programs for chronic rhinosinusitis with nasal polyps (phase III), non-cystic fibrosis bronchiectasis (phase II) and chronic rhinosinusitis without nasal polyps (phase II).Year to date, ...

赛诺菲和再生元正在评估数据，并将与监管机构进行讨论。赛诺菲研发部负责人Houman Ashrafian在声 明中表示，这两项研究的结果值得进一步探索，以充分了解该药物如何与一种名为IL33的蛋白质相互作 用。IL33会导致这种复杂疾病的炎症。戒烟者肺部的IL33水平会升高。 分析师们密切关注Itepekimab的试验数据，因为赛诺菲重磅药物Dupixent的专利即将到期。Dupixent是一 种被批准用于治疗包括慢性阻塞性肺病在内的多种疾病的药物，它帮助推动了赛诺菲的增长。葛兰素史 克等其他制药商也在研发治疗慢性阻塞性肺病的药物。葛兰素史克的Nucala本月早些时候在美国被批准 用于治疗慢性阻塞性肺病。 Bloomberg Intelligence分析师John Murphy表示，Itepekimab试验结果好坏参半，这是一个重大挫折，且 意味着药物研发流程要至少推迟3年。他还表示："许多慢性阻塞性肺病药物最初只是在详细分析中未能 显示对部分患者有益，但人们对这种潜在的药物寄予厚望。其他用途仍在研究中。" 智通财经APP获悉，周五美股盘前，赛诺菲(SNY.US)股价下跌6.17%，再生元(REGN.US)股价 ...

Core Insights - Sanofi has completed the acquisition of DR-0201, now named SAR448501, from Dren Bio, enhancing its immunology pipeline and ambition to lead in the field of immunology [1][4] Group 1: Acquisition Details - The acquisition involved an upfront payment of $600 million, with potential future payments totaling $1.3 billion based on development and launch milestones [4] - Dren Bio will continue to operate independently to advance its pipeline of antibody therapeutics [4] Group 2: Product Information - SAR448501 is a targeted bispecific myeloid cell engager that has demonstrated robust B-cell depletion in pre-clinical and early clinical studies [2] - The product targets specific tissue-resident and trafficking myeloid cells to induce deep B-cell depletion through targeted phagocytosis [2] Group 3: Clinical Implications - Recent studies suggest that deep B-cell depletion may reset the adaptive immune system, potentially leading to sustained treatment-free remission in patients with refractory B-cell mediated autoimmune diseases, such as lupus [3]