Summary ⚈ HIMS stock surged up to 45% after announcing a partnership with Novo Nordisk to offer Wegovy through its platform. The American firm will now offer prescriptions for the drug starting at $599 per month via NovoCare Pharmacy. Previously, Wegovy was available only through local pharmacies or from Novo's NovoCare Pharmacy program. The partnership unlocks a potentially massive new revenue stream for Hims & Hers, which has been steadily growing its subscription-based health offerings. By integrating We ...

Core Insights - Alpha Tau Medical Ltd. has successfully closed a registered direct offering, raising approximately $36.9 million through the sale of 14,110,121 ordinary shares at a price of $2.612 per share [1][2] - The investment comes at a crucial time for Alpha Tau, which is experiencing significant growth with four active U.S. trial approvals and expansion into multiple internal organ applications [1][4] - Alpha Tau plans to utilize the net proceeds for general corporate purposes, including research and development, manufacturing expansion, and potential commercialization of its product candidates [2] Company Overview - Alpha Tau Medical Ltd. is an Israeli oncology therapeutics company founded in 2016, focusing on the research, development, and commercialization of the Alpha DaRT technology for treating solid tumors [6] - The Alpha DaRT technology involves intratumoral delivery of radium-224 to enable targeted alpha-irradiation of tumors, aiming to destroy cancer cells while sparing healthy tissue [7] Strategic Partnership - An affiliate of Oramed Pharmaceuticals has entered into an agreement to provide Alpha Tau with strategic services, including investor and public relations, over the next three years [3] - Both companies express strong confidence in the partnership, with expectations for significant advancements in clinical and commercial efforts [4]

Core Viewpoint - Gilead Sciences, Inc. reported disappointing first-quarter 2025 results, with adjusted earnings per share (EPS) of $1.81 and total revenues of $6.7 billion, both missing consensus estimates [1][2][3] Financial Performance - Adjusted EPS of $1.81 missed the Zacks Consensus Estimate by a penny, compared to a loss per share of $1.32 in the same quarter last year [1] - Total revenues of $6.7 billion were flat year over year and missed the Zacks Consensus Estimate of $6.8 billion [1] - Total product sales decreased 1% year over year to $6.6 billion, while excluding Veklury, product sales increased 4% to $6.3 billion [3] Product Sales Breakdown - HIV product sales grew 6% year over year to $4.6 billion, exceeding both the Zacks Consensus Estimate and model estimate of $4.5 billion [3] - Biktarvy sales increased 7% year over year to $3.15 billion but missed the Zacks Consensus Estimate of $3.2 billion [4] - Descovy sales surged 38% year over year to $586 million, beating the Zacks Consensus Estimate of $479 million [5] - Liver Disease portfolio sales rose 3% to $758 million, driven by higher demand for HBV and HDV drugs [6] - Veklury sales plummeted 45% to $302 million, missing the Zacks Consensus Estimate of $387 million [7] - Cell Therapy product sales decreased 3% to $464 million, missing the Zacks Consensus Estimate of $491 million [7] Cost and Margin Analysis - Adjusted product gross margin slightly increased to 85.5% from 85.4% in the year-ago quarter [11] - Research and development expenses totaled $1.3 billion, down from $1.4 billion in the previous year [11] - SG&A expenses amounted to $1.2 billion, down from $1.3 billion [11] Dividend and Guidance - Gilead declared a quarterly dividend of $0.79 per share for Q2 2025, payable on June 27, 2025 [12] - The company reiterated its 2025 guidance, projecting product sales between $28.2 billion and $28.6 billion, with adjusted EPS anticipated in the range of $7.70-$8.10 [13] Pipeline Updates - The FDA accepted new drug application submissions for lenacapavir for HIV prevention, with a target action date of June 19, 2025 [14] - Gilead received conditional marketing authorization for seladelpar for the treatment of primary biliary cholangitis [14] Overall Performance Assessment - Gilead's first-quarter results were disappointing, particularly due to a decline in oncology drugs affecting revenue growth [15] - Despite challenges, Biktarvy maintained its dominant position in the HIV market, and Descovy showed strong performance [15] - The potential approval of lenacapavir could further strengthen Gilead's HIV franchise amid increasing competition [16]

近日，2025年基金一季报渐次披露，券商资管的最新公募管理规模及基金经理观点出炉。 从机构管理规模来看，截至2025年一季度末，共4家券商资管的公募基金管理规模超千亿元，东方红资产管理 （东证资管）、华泰证券资管、中银证券位居前三。 整体来看，多位券商资管的权益类基金经理在一季度产品净值取得正增长，不少基金经理在一季度提高了股票 仓位。展望后市，基金经理普遍保持乐观，有基金经理直言："以AI为代表的科技创新方兴未艾，今年很可能 是AI应用兴起的元年，人们总是担心宏观问题，而忽略了科技进步。也总是高估未来两年即将发生的事情， 而往往低估了十年后会发生什么"。 4家券商资管公募管理规模超千亿元 Wind数据显示，截至2025年一季度末，共有4家券商资管机构的公募基金资产管理总规模超千亿元。东方红 资产管理以1585.59亿元排名第一，华泰证券资管以1352.14亿元排名第二，中银证券、财通证券资管分别以 1313.9亿元、1056.83亿元排名第三、第四。随后是国泰君安资管（786.45亿元）、招商证券资管（582.27亿 元）、中泰证券资管（431.25亿元），分列第五至第七，浙商证券资管、银河金汇、广发证券资 ...

- Raghu Rao, Interim Chief Executive Officer and Dr. Richard Kenney, Chief Medical Officer, of Sonnet discuss the recently announced safety data related to SON-1010 - Watch the "What This Means" video here PRINCETON, N.J., April 16, 2025 (GLOBE NEWSWIRE) -- Sonnet BioTherapeutics Holdings, Inc. (NASDAQ:SONN) (the "Company" or "Sonnet"), a clinical-stage company developing immunotherapeutic drugs targeted to the tumor microenvironment (TME), today announced that members of the Sonnet management team partici ...

Core Insights - Sonnet BioTherapeutics Holdings, Inc. announced positive safety results for SON-1010 in a Phase 1b/2a clinical trial for advanced solid tumors and platinum-resistant ovarian cancer [2][5] - The management team, including Interim CEO Raghu Rao and Chief Medical Officer Dr. Richard Kenney, discussed the implications of these results and future steps for the program [2] Company Overview - Sonnet is a clinical-stage biotechnology company focused on developing immunotherapeutic drugs targeting the tumor microenvironment (TME) [1][4] - The company utilizes a proprietary FHAB (Fully Human Albumin-Binding) platform designed to enhance the safety and efficacy of biologic drugs by targeting tumor and lymphatic tissues [4] Product Development - SON-1010 (IL-12-FHAB) is the lead program aimed at treating solid tumors, certain sarcomas, and ovarian cancer, currently in a Phase 1/2a study in collaboration with Roche [5] - The company is also developing SON-1210 (IL12-FHAB-IL15) for solid tumors, with plans for an investigator-initiated Phase 1/2a study for pancreatic cancer [5]

Weight loss drug companies have come off of their peak hype from about a year ago. Novo Nordisk A/S ( NVO ), manufacturer of Ozempic and Wegovy, has seen its stock price cut by more than halfI am a private investor based out of Toronto, Canada and I have been investing since 2003. After 8 years in Corporate Finance with a Canadian Telecom company I have decided to dedicate myself full-time to the capital markets. I write on Seeking Alpha to demonstrate my financial analysis and writing skills across a varie ...

The U.S. Food and Drug Administration (FDA) on Thursday approved a new option for patients to self-inject Argenx SE’s ARGX Vyvgart Hytrulo with a prefilled syringe (efgartigimod alfa and hyaluronidase-qvfc) for adult patients with generalized myasthenia gravis (gMG) who are anti-acetylcholine receptor (AChR) antibody positive and adult patients with chronic inflammatory demyelinating polyneuropathy (CIDP).Vyvgart Hytrulo prefilled syringe for self-injection is approved as a 20-to-30-second subcutaneous inje ...

Company Overview - Sonnet BioTherapeutics Holdings, Inc. is a clinical-stage biotechnology company focused on developing immunotherapeutic drugs targeted to the tumor microenvironment (TME) [1] - The company utilizes a proprietary platform known as FHAB (Fully Human Albumin-Binding) for developing targeted biologic drugs, which enhances the safety and efficacy of immune-modulating biologic drugs [2] Lead Programs - Sonnet's lead program, SON-1010 (IL-12-FHAB), is in development for treating solid tumors, certain types of sarcoma, and ovarian cancer, currently undergoing a Phase 1/2a study in collaboration with Roche [2] - The second program, SON-1210 (IL12-FHAB-IL15), is being evaluated for solid tumors, with an upcoming investigator-initiated Phase 1/2a study for pancreatic cancer in collaboration with the Sarcoma Oncology Center [2]

Core Viewpoint - Sonnet BioTherapeutics Holdings, Inc. announced the passing of its founder and CEO, Pankaj Mohan, and appointed Raghu Rao as Interim CEO while promoting Stephen McAndrew to President and Chief Business Officer [1][2] Company Overview - Sonnet is a clinical-stage biotechnology company focused on developing immunotherapeutic drugs targeting the tumor microenvironment (TME) [1][3] - The company utilizes a proprietary platform known as FHAB (Fully Human Albumin-Binding) for creating targeted biologic drugs [3] Leadership Transition - The Board of Directors has unanimously approved the appointment of Raghu Rao as Interim CEO and Stephen McAndrew as President and Chief Business Officer [1][2] - The Board plans to initiate a search for a permanent CEO [1] Product Development - Sonnet's lead program, SON-1010 (IL-12-FHAB), is in development for treating solid tumors, certain sarcomas, and ovarian cancer [4] - SON-1010 is currently being evaluated in a Phase 1/2a study in collaboration with Roche for platinum-resistant ovarian cancer [4] - The company is also developing a second program, SON-1210 (IL12-FHAB-IL15), for pancreatic cancer in collaboration with the Sarcoma Oncology Center [4]