NewAmsterdam Pharma Company (NasdaqGM:NAMS) 2025 Conference November 19, 2025 07:00 AM ET Company ParticipantsJohn Kastelein - CSOIan Somaiya - CFOConference Call ParticipantsDennis Ding - Biotech AnalystDennis DingHi, good afternoon. Welcome to the Jefferies London Healthcare Conference. My name is Dennis Ding, biotech analyst here at Jefferies. I have the wonderful pleasure of having NewAmsterdam Pharma here. We have the CSO, John Kastelein, and CFO, Ian Somaiya, here with us. Welcome.Ian SomaiyaThank you ...

GSK remains committed to the relaunch of BREXAFEMME, and following its relaunch, SCYNEXIS stands to receive up to $145.5 million in annual net sales milestones as well as royalties, net of payments to Merck, in the low to mid single digit range JERSEY CITY, N.J., Nov. 19, 2025 (GLOBE NEWSWIRE) -- SCYNEXIS, Inc. (NASDAQ: SCYX), a biotechnology company pioneering innovative medicines to overcome and prevent difficult-to-treat and drug-resistant infections, today announced that it has completed the transfer of ...

Merck said on Wednesday that its experimental oral HIV treatment met the main goal of a late-stage trial. ...

RAHWAY, N.J.--(BUSINESS WIRE)---- $MRK #MRK--Merck (NYSE: MRK), known as MSD outside of the United States and Canada, today announced topline results from the pivotal double-blind Phase 3 trial of the investigational, once-daily, oral, two-drug, single-tablet regimen of doravirine/islatravir [DOR/ISL (100 mg/0.25 mg)] in adults with HIV-1 infection who had not previously received antiretroviral treatment (treatment-naïve) (MK-8591A-053). The success criterion for the primary efficacy hypothesis, as measured ...

RAHWAY, N.J.--(BUSINESS WIRE)---- $MRK #MRK--Merck (NYSE: MRK), known as MSD outside of the United States and Canada, today announced that the European Commission (EC) has approved a new subcutaneous (SC), or under the skin, route of administration and a new pharmaceutical form (solution for injection) of KEYTRUDA® (pembrolizumab), Merck's anti-PD-1 therapy. KEYTRUDA SC™, as it will be marketed in the European Union (EU), [known as KEYTRUDA QLEXTM (pembrolizumab and berahyaluronidase alfa-pmph) in the U.S.] ...

Summary of Spyre Therapeutics Conference Call Company Overview - **Company**: Spyre Therapeutics (NasdaqGS:SYRE) - **Industry**: Biotechnology - **Focus**: Development of products for autoimmune diseases, specifically inflammatory bowel disease (IBD) and rheumatic diseases [2][2] Core Points and Arguments Product Development - Spyre is advancing a series of products targeting autoimmune diseases, focusing on optimized antibodies against de-risked targets [2][2] - In IBD, the company is developing both monotherapies and combination products, aiming to improve convenience and efficacy [2][2] - In rheumatic diseases, Spyre is working on a best-in-class TL1A antibody, which is believed to be a first-in-class opportunity [2][2] Clinical Development and Combination Therapies - Monotherapies in IBD have not achieved desired efficacy levels, with clinical remission rates around 25% [4][4] - Combination therapies are seen as a promising approach to enhance efficacy in hard-to-treat IBD [5][5] - Co-formulation of antibodies is being pursued to maintain specificity and achieve complete blockade of multiple pathways [6][6] Economic Considerations - The shift towards top-down therapy in IBD care is supported by health economics studies, indicating that starting with the best available treatment is more cost-effective [11][11] - Products that demonstrate a 10-20% improvement over existing therapies could achieve significant market success, with potential sales in the mid to high single-digit billion range [12][12][13][13] Clinical Trial Design - Spyre's phase two study is designed to evaluate both monotherapies and combinations in a mixed population of naive and refractory patients [16][16] - The company aims to demonstrate a clinically meaningful difference of around 10% in efficacy compared to existing treatments [24][24] Mechanisms of Action - Spyre is pursuing three distinct mechanisms: anti-integrin (alpha-4 beta-7), TL1A, and IL-23, which are expected to provide incremental efficacy [27][27][28][28] - The safety profile of these mechanisms is a priority, with expectations of minimal additive immunosuppressive risks [28][28] Future Directions - The company is exploring the potential for improved efficacy in maintenance settings due to extended half-lives of their products [33][33][35][35] - There is an interest in identifying patient subpopulations that may respond better to specific mechanisms, potentially leading to biomarker-driven treatment strategies [44][44] Other Important Insights - The competitive landscape includes established products like Humira and Stelara, with expectations that Spyre's products could outperform these in terms of efficacy [12][12][13][13] - The design of Spyre's trials aims to address the contribution of individual components in combination therapies, which is crucial for regulatory approval [40][40][41][41] - The company is optimistic about the future of combination therapies in both IBD and rheumatic diseases, suggesting a broader application of their approach [46][46] This summary encapsulates the key points discussed during the conference call, highlighting Spyre Therapeutics' strategic focus, product development, clinical trial design, and market potential in the biotechnology sector.

Merck & Co. Inc. (NYSE:MRK) on Tuesday released topline results from the Phase 2 CADENCE study of Winrevair (sotatercept-csrk) in adults for combined post- and precapillary pulmonary hypertension (CpcPH) due to heart failure with preserved ejection fraction (HFpEF). • MRK is among today’s top performers. See if it is worth your attention here.CADENCE met its primary endpoint, showing a statistically significant and clinically meaningful reduction in pulmonary vascular resistance (PVR) from baseline at 24 we ...

Core Points - Merck has announced its first-quarter 2026 dividend, indicating a commitment to returning value to shareholders [1] Company Summary - The dividend announcement reflects Merck's financial health and strategic focus on shareholder returns [1] - The specific amount of the dividend and any changes compared to previous quarters were not detailed in the announcement [1] Industry Summary - The announcement of dividends is a common practice in the pharmaceutical industry, showcasing companies' profitability and stability [1] - Dividends can influence investor sentiment and stock performance within the sector [1]

RAHWAY, N.J.--(BUSINESS WIRE)--Merck's WINREVAIRâ,,¢ (sotatercept-csrk) Met Primary Endpoint in Phase 2 CADENCE Study in Adults With CpcPH due to HFpEF. ...

In this article, I will outline my bullish thesis for the pharmaceutical giant, Merck ( MRK ). Merck is known for brands such as Keytruda, Gardasil, and Noxafil, among others. Merck has many bullish attributes. It has a bullishAs an individual investor nearing retirement I am trying to build my financial assets in order to have a fulfilling retirement. I am interested in trading both long and short; or at least using inverse ETFs, to take advantage of market declines. Having long term and short term trading ...