Stonegate Updates Coverage on Incannex Healthcare Inc. (IXHL) 1Q 2026November 20, 2025 9:34 AM EST | Source: Reportable, Inc.Dallas, Texas--(Newsfile Corp. - November 20, 2025) - Incannex Healthcare Inc. (NASDAQ: IXHL): Stonegate Capital Partners updates their coverage on Incannex Healthcare Inc. (NASDAQ: IXHL). In 4Q25, Incannex continued to build the clinical and patient-reported evidence base for IHL-42X in obstructive sleep apnoea (OSA), following full Phase 2 RePOSA data and exit-intervie ...

United Therapeutics (NasdaqGS:UTHR) 2025 Conference November 18, 2025 07:00 AM ET Company ParticipantsJames Edgemond - CFO and TreasurerHarry Silvers - Manager of Investor RelationsConference Call ParticipantsRoger Song - Senior Equity Research AnalystRoger SongWelcome, everyone, to Jefferies Linden Healthcare Conference 2025. My name is Roger Song, one of the Senior Analysts who covers Mid-Cap Biotech in the U.S. It is my pleasure to have the fireside chat with our next company, United Therapeutics, James ...

Hundreds of federally funded clinical trials, enrolling more than 74,000 patients, were disrupted this year after the National Institutes of Health abruptly terminated billions of dollars in research grants, a study found https://t.co/vQ0lOjwkh4 ...

The average price target for Innate Pharma S.A. (NASDAQ: IPHA) has increased from $3.5 to $5 in the last quarter, indicating a positive outlook from analysts.A recent hammer chart pattern suggests potential for a trend reversal, signaling possible support after a decline.Despite the optimistic trend, analysts from Leerink Partners maintain a conservative price target of $2, highlighting varied perspectives on the stock's future performance.Innate Pharma S.A. (NASDAQ: IPHA) is a leading biotechnology company ...

RT John Collison (@collision)Dave Ricks has been at @EliLillyandCo for 20% of its 150-year history. He came to the pub, poured his own Guinness, and gave us a 2-hour state of the pharma union: drug prices, clinical trials, patent clocks, the rise of generics, Chinese peptides, compounding pharmacies, the US healthcare system, and how the broad success of GLP-1s have transformed Lilly's business. If you've never heard Dave speak before, you're in for a treat.Timestamps:00:00 Intro05:08 Making R&D decisions10 ...

Q3 2025 Financial Results Conference Call B E L I T E B I O / 2 November 10, 2025, 4:30 p.m. ET Nasdaq: BLTE Tom Lin, MMED, PhD, MBA (Chairman, CEO) For more info please visit: www.belitebio.com Experienced Leadership Team Belite Management Team Hao-Yuan Chuang, CFA, MBA, FRM (CFO) Forward-Looking Statements and Legal Disclaimer This presentation (including any oral briefing and any question-and-answer in connection with it) is not intended to, and does not constitute, represent or form part of any offer, i ...

Business Highlights - Roivant anticipates an NDA filing for brepocitinib in dermatomyositis (DM) in the first half of 2026 [14] - Positive Phase 3 VALOR study results for brepocitinib in DM showed statistically significant benefit on all 10 ranked endpoints [13] - Durable remission data in Graves' disease (GD) and positive Phase 3 batoclimab data in Myasthenia Gravis (MG) and Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) were unveiled [13] - A favorable Markman ruling was issued for Genevant in the Pfizer case [13] Pipeline Progress - Registrational trials have been initiated in GD, MG, CIDP, Difficult-to-Treat Rheumatoid Arthritis (D2T RA), and Sjögren's disease (SjD); a Proof of Concept (POC) trial has been initiated in Cutaneous Lupus Erythematosus (CLE) [13] - The company is focusing on clinical trial execution to drive significant potential value, with 11 registrational trials in indications with blockbuster potential [18] - In the VALOR study, brepocitinib 30 mg showed a mean Total Improvement Score (TIS) of 46.5, a delta of >15 points (p=0.0006) relative to placebo at week 52 (TIS of 31.2) [24] - Approximately 50% of responders in the batoclimab Graves' disease study achieved Anti-Thyroid Drug (ATD)-free remission at Week 48 [61] Financial Status - Roivant reported a strong capital position with $4.4 billion in cash balance as of September 30, 2025 [13, 73] - Research and Development (R&D) expense was $165 million, with an adjusted R&D expense of $153 million (non-GAAP) for the three months ended September 30, 2025 [73] - General and Administrative (G&A) expense was $143 million, with an adjusted G&A expense of $72 million (non-GAAP) for the same period [73]

Puma Biotechnology (NasdaqGS:PBYI) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Good afternoon. My name is Julian, and I'll be your conference call operator today. At this time, all participants are in a listen-only mode. After the speaker's formal remarks, there will be a question-and-answer session. If you'd like to ask a question during that time, simply press the star key, then the number one, on your telephone keypad. If you'd like to withdraw your question, please press star two. If you ...

Financial Data and Key Metrics Changes - Total revenue increased by 11% in the first nine months of 2025, driven by strong demand for innovative medicines [6][11] - Core EPS rose by 15%, reflecting robust underlying business momentum [14] - Product sales grew by 9%, while alliance revenue surged by 41% [11][12] - Core gross margin was reported at 83%, with expectations of a slight decrease for the full year due to various factors [12][15] - Operating cash flow increased by 37% to $12.2 billion [14] Business Line Data and Key Metrics Changes - Oncology franchise revenue grew by 16%, with TAGRISSO sales reaching $1.9 billion, marking a 10% increase [17][18] - Biopharmaceuticals revenue rose by 8%, with significant growth in newer medicines offsetting losses from mature brands [7][31] - Rare disease medicines grew by 6%, with Ultomiris and Strensiq showing strong demand [40][41] Market Data and Key Metrics Changes - U.S. revenues increased by 11%, while emerging markets outside of China saw a 21% growth [7] - The U.S. is projected to account for around 50% of total revenue by 2030 [9] - China experienced strong growth throughout the year, although fourth-quarter revenues are expected to be impacted by specific costs [15][16] Company Strategy and Development Direction - The company aims for an $80 billion revenue target by 2030, supported by a rich pipeline of upcoming product launches and regulatory approvals [8][45] - AstraZeneca is expanding its global manufacturing capacity and enhancing its clinical trial footprint in the U.S. [9][10] - The company is focusing on advancing novel therapies into earlier-stage diseases to improve patient outcomes [29][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the agreement with the U.S. government regarding pricing and innovation sustainability [49] - The company anticipates continued strong revenue momentum in growth brands, despite potential headwinds from product exclusivity losses [15][52] - Management highlighted a unique catalyst-rich period extending through 2026, with significant revenue opportunities from upcoming readouts [45][46] Other Important Information - The company has achieved 31 regulatory approvals across key regions in 2025 [6] - A new facility in Virginia has been established to support manufacturing capacity [10] - The company is harmonizing its listing structure across major stock exchanges to enhance capital access [10] Q&A Session Summary Question: What is the risk of residual activity from the administration regarding pricing? - Management indicated that they have addressed key points in the president's letter and do not expect further issues, expressing confidence in the agreement with the U.S. government [49] Question: Is the $10 billion catalyst potential part of the $80 billion target? - Management clarified that the $10 billion is a peak-year revenue number and contributes to the $80 billion target, with additional readouts expected to add further revenue potential [50] Question: What is the comfort level regarding 2026 margin consensus? - Management noted that while there are pushes and pulls affecting the 2026 margin, they remain committed to investing in growth brands and maintaining strong operating leverage [52][53] Question: Can you discuss the potential impact of the CARDIO-TTRansform study? - Management expressed optimism that the study could meaningfully reshape treatment guidelines for patients with ATTR amyloidosis [62] Question: What are the competitive profiles for the obesity portfolio? - Management is advancing multiple molecules in the weight management portfolio and is focused on developing competitive treatment options [68]

November 6, 2025 Q3 2025 Results Clinical Trial Appendix Disclosures Certain statements contained in this presentation and in any accompanying oral presentation, other than statements of fact that are independently verifiable at the date hereof, may constitute forward-looking statements. Examples of such forward-looking statements include statements regarding BeOne's research, discovery, pre-clinical and clinical programs and plans. Actual results may differ materially from those indicated in the forward- l ...