Teva Pharmaceutical Industries (NYSE:TEVA) Update / briefing February 17, 2026 08:00 AM ET Company ParticipantsChristopher Stevo - SVP of Investor RelationsEric Hughes - CMOGlenn Santangelo - Managing DirectorJason Gerberry - Managing DirectorMatt Dellatorre - Vice PresidentRichard Francis - CEOUmair Rafat - Senior Managing DirectorConference Call ParticipantsAsh Verma - Stock AnalystDavid Amsellem - Senior Research AnalystDennis Ding - Stock AnalystLes Salewski - Stock AnalystLouise Chen - Wall Street Anal ...

Key Takeaways Merck projects over $70B in pipeline opportunities by mid-2030s beyond the Keytruda LOE.MRK's Capvaxive, Winrevair and Welireg delivered solid 2025 sales amid strong ongoing launches.Merck's phase III pipeline has nearly tripled since 2021, aided by M&A and new approvals.Merck (MRK) announced better-than-expected fourth-quarter 2025 results earlier this month. The company beat estimates for both earnings and sales. Importantly, on the fourth-quarter conference call, management provided an enco ...

Key Takeaways Merck stock rose 7.4% in a month after beating Q4 earnings and sales estimates.MRK's 2026 outlook missed expectations, with EPS set to fall on higher M&A charges.Keytruda patent loss, Gardasil slump in China and the $2.5B generic hit weigh on near-term growth.Merck’s (MRK) stock has risen 7.4% in the past month. A key driver of the increase was better-than-expected fourth-quarter results and a more confident outlook for its future growth.In the fourth quarter, Merck beat estimates for both ear ...

AbbVie Conference Call Summary Company Overview - **Company**: AbbVie (NYSE: ABBV) - **Date**: February 13, 2026 - **Focus**: Discussion on drug development, particularly lutikizumab and RINVOQ for hidradenitis suppurativa (HS) and inflammatory bowel disease (IBD) Key Points Drug Development and Differentiation - **Lutikizumab and RINVOQ**: Targeting HS with a distinct mechanism involving IL-1 alpha and IL-1 beta, aiming for clinical differentiation from HUMIRA and Cosentyx [1][2] - **Clinical Data**: Phase II data shows strong efficacy in both biologic-experienced and naive patients, indicating potential for differentiation in treatment outcomes [13][21] - **Combination Therapies**: AbbVie is exploring co-formulations and combinations with other assets to enhance treatment efficacy [7][9] Clinical Insights - **Neutrophil Role in HS**: Lutikizumab's bispecific approach targets both IL-1 alpha and beta, which play crucial roles in HS pathology [11][43] - **Efficacy Expectations**: Conventional wisdom suggests biologic-naive patients may show higher efficacy, but AbbVie has observed clinically meaningful effects in TNF-failure populations [17][21] Competitive Landscape - **Other Compounds**: AbbVie is aware of competitors like Sanofi's OX40 bispecific and their implications in HS treatment, particularly regarding immunosuppression risks [23][28] - **Immunogenicity Concerns**: Challenges with anti-TNF bispecifics have been noted, leading AbbVie to focus on novel mechanisms rather than traditional anti-TNFs [34][36] IBD Development - **SKYRIZI and Combinations**: AbbVie is excited about the potential of SKYRIZI in IBD, particularly with combinations involving lutikizumab and TL1A-directed treatments [45][49] - **TREM1 Mechanism**: TREM1 is being evaluated as a novel mechanism for IBD, with potential applications in other fibrotic diseases [60][78] Future Directions - **Biomarker Research**: AbbVie is investigating biomarkers to enhance individualized treatment approaches in IBD, aiming for more targeted therapies [69][70] - **TL1A in Fibrotic Diseases**: The potential for TL1A as an anti-fibrotic agent is being explored, with interest in diseases like rheumatoid arthritis and systemic sclerosis [78][80] Oral IL-23 Development - **Next-Generation Oral Treatments**: AbbVie is developing an oral IL-23 treatment, focusing on higher potency and longer half-life to improve patient adherence compared to existing therapies [81][83] Unique Compounds - **ADC Targeting CD19**: AbbVie is excited about a unique ADC targeting CD19 with a steroid payload, which may offer rapid and durable B-cell depletion [86][91] Additional Insights - **Market Positioning**: AbbVie aims to position its products effectively in the market, leveraging data from ongoing studies to enhance treatment options for patients [68][86] - **Long-Term Strategy**: The company is focused on developing innovative therapies that address unmet medical needs in both HS and IBD, with a strong emphasis on combination therapies and novel mechanisms [56][60]

Pharmaceutical giant Eli Lilly (NYSE: LLY) has been the winner in the massive GLP-1 drug category, the class of medications that have proven extremely effective in lowering blood sugar levels and promoting weight loss. In fact, last year Lilly's medication -- called tirzepatide, which treats both type 2 diabetes and obesity -- became the best-selling drug on the planet. In doing so, it knocked Keytruda, the cancer immunotherapy drug made by Merck, off the throne. Tirzepatide is sold as Mounjaro for treati ...

Moderna (NasdaqGS:MRNA) Q4 2025 Earnings call February 13, 2026 08:00 AM ET Company ParticipantsAdi Jayaraman - Senior Managing DirectorElizabeth Webster - Biotech Equity ResearchJamey Mock - CFOLavina Talukdar - Head of Investor RelationsMatthew Guggenbiller - Equity Research AssociateMichael Yee - Global Head of Biotechnology Research and Managing DirectorShelby Hill - Senior Equity Research AssociateStephen Hoge - PresidentStéphane Bancel - CEOConference Call ParticipantsCourtney Breen - Senior AnalystEl ...

Core Insights - The article emphasizes the importance of unique insights and knowledge in stock analysis, aiming to provide contrasting views on investment portfolios [1] Group 1 - The analyst expresses a commitment to sharing personal opinions and insights on various stocks without any financial compensation from the companies mentioned [2] - The analysis is intended solely for informational purposes, highlighting the necessity for investors to conduct their own research and due diligence before making investment decisions [3] - The article clarifies that past performance does not guarantee future results, and no specific investment recommendations are provided [4]

他曾任 Shire PLC (“Shire”) 特殊药品业务部前总裁，拥有超过 30 年涵盖神经科学、罕见疾病及特殊药品领域的丰富经验，并曾在 Astra-Merck 与 AstraZeneca PLC 担任高管职务作为领导者，他在中枢神经系统 (“CNS”) 领域项目中，于晚期临床研发、全球商业化及资本筹集方面拥有公认的成功经验此次任命正值 Helus Pharma 推动研发管线迈向关键临床里程碑，包括预计本季度发布的 HLP004 II 期数据与预计今年晚些时候发布的 HLP003 III 期顶线数据 本新闻稿构成该公司于 2025 年 12 月 30 日发布的补充招股书中所指的“指定新闻稿”；该补充招股书作为公司 2025 年 9 月 17 日发布的简式基础储架招股说明书的补充，已于 2025 年 12 月 19 日完成修订。 波士顿和多伦多, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Helus PharmaTM (“Helus”) (Nasdaq: HELP) (Cboe CA: HELP) 是一家临床阶段制药公司，致力于通过开发新型血清素能激动剂 (“NSAs”) 推动心 ...

Core Viewpoint - Agilent Technologies Inc. has received FDA approval for PD-L1 IHC 22C3 pharmDx as the only FDA-approved companion diagnostic for identifying first-line patients with epithelial ovarian, fallopian tube, or primary peritoneal carcinoma whose tumors express PD-L1 and may be eligible for treatment with KEYTRUDA® [1] Group 1 - The FDA has approved PD-L1 IHC 22C3 pharmDx as a companion diagnostic [1] - This diagnostic is specifically indicated for patients with epithelial ovarian, fallopian tube, or primary peritoneal carcinoma [1] - The approval aids in identifying patients whose tumors express PD-L1 and who may be eligible for KEYTRUDA® treatment [1]

LONDON--(BUSINESS WIRE)--Calla Lily Clinical Care, a women's health-focused medical technology company, and Merck, a leading science and technology company, have entered a strategic collaboration to support the continued development of Callavid®, a novel platform for intravaginal drug delivery. The collaboration represents the first industry partnership for the Callavid technology. Callavid is a transformational leak-resistant medical device designed to address challenges associated with the se. ...