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Oncotelic Therapeutics Inc. (OTCQB: OTLC) Key IP Portfolio Advancements Align with Biotech Asset Trend
Globenewswire· 2026-02-18 13:30
NEW YORK, Feb. 18, 2026 (GLOBE NEWSWIRE) -- via BioMedWire -- Oncotelic Therapeutics Inc. (OTCQB: OTLC) today announces its placement in an editorial published by BioMedWire (BMW), one of 75+ brands within the Dynamic Brand Portfolio@IBN (InvestorBrandNetwork), a specialized communications platform with a focus on financial news and content distribution for private and public companies and the investment community. To view the full publication, “Why Late-Stage CNS, Oncology Assets Are Becoming the Hottest T ...
Biotech M&A Wave Positions SBIO for Growth
Etftrends· 2026-01-29 20:04
Core Insights - The biotech M&A market is experiencing significant growth as pharmaceutical companies face a patent cliff that could result in a loss of $200 billion to $250 billion in branded medicine sales by 2032 [1] - A projected 15% increase in both the number of acquisitions and total deal value is expected by 2026, with approximately 520 transactions totaling $230 billion [1] - Investors are encouraged to focus on mid-cap biotech companies with drugs in advanced clinical trials, as 80% of expected deals will target these more advanced treatments [1] Biotech Fund Overview - The ALPS Medical Breakthroughs ETF (SBIO) is positioned to benefit from this M&A wave, holding companies that have at least one drug in Phase II or Phase III FDA clinical trials [1] - SBIO's portfolio includes 87 holdings with a total of 205 drugs in Phase II trials and 118 in Phase III trials [1] Market Opportunities - Major chronic disease markets such as diabetes and kidney disease are highlighted, with 589 million people living with diabetes and 850 million affected by kidney disease globally [1] - SBIO includes companies like MannKind Corporation, which reported fourth-quarter revenue exceeding $100 million, and others focused on obesity and rare kidney diseases [1] Performance Metrics - SBIO has achieved a 58.5% gain over the past year, outperforming all ALPS ETF products for 2025 [1] - The fund ended December with $141.9 million in assets under management and has a 0.50% expense ratio [1] Market Conditions - Reduced uncertainty in the U.S. market is noted following pricing agreements with branded pharmaceutical companies, alongside expected Federal Reserve rate cuts in 2026 that will lower acquisition costs [1]
JPM26: Biotech’s M&A lift, the ‘new’ Biogen and Merck’s $70B target
Yahoo Finance· 2026-01-13 16:45
Biogen - Biogen has five experimental drugs in late-stage testing with significant commercial potential, including two lupus therapies and an antibody acquired for $1.2 billion, which is being evaluated for kidney illnesses [1] - The executive team has been actively engaging with investors, and sentiment has reportedly improved regarding the company's pipeline, which is highlighted in their presentations [2] - Biogen's recent product launches have not met sales expectations, leading to a perception of lackluster investor appeal, but the company believes its stock does not reflect the potential of its revamped pipeline [6] Gilead Sciences - Gilead's CEO claims the company is entering a new era of growth with unprecedented opportunities, supported by a robust pipeline that could lead to up to 10 launches by the end of 2027 [7] Summit Therapeutics - Summit Therapeutics is facing increased competition in the PD-1/VEGF inhibitor space, which has affected its investor standing [9] - The company argues it has a differentiated drug, ivonescimab, which has shown success in Phase 3 trials and is expected to generate substantial value [12] - Summit has collaborations with major companies and is set to report findings from a significant lung cancer study that could unlock substantial market potential [13] Merck & Co. - Merck aims to grow despite the impending loss of exclusivity for Keytruda, targeting $70 billion in sales by the mid-2030s through new drugs and acquisitions [14] - The company is in Phase 3 testing for a preventive influenza medicine acquired for $9.2 billion and is actively seeking to expand its pipeline through acquisitions [15][19] Moderna - Moderna is preparing for a pivotal year in 2026 with potential regulatory approvals for influenza vaccines and anticipated data for a skin cancer vaccine [20] - The company expects revenue growth of 10% and further cost reductions, which have positively impacted investor sentiment [21] - Moderna has faced challenges due to declining COVID vaccine sales and public skepticism but has a plan to achieve financial break-even by 2028 [25]
What Sanofi Is Getting Through The Acquisition Of Dynavax (NASDAQ:SNY)
Seeking Alpha· 2025-12-24 19:15
Group 1 - Sanofi announced the acquisition of Dynavax for $15.50 per share, totaling $2.2 billion, marking a significant move in the biotech M&A landscape this year [2] - This acquisition could be part of a broader trend of mergers and acquisitions within the biotech sector, indicating ongoing consolidation in the industry [2] - The focus on attractive risk/reward situations in biotech investments is emphasized, highlighting the potential for significant growth in this sector [2] Group 2 - The article does not provide specific investment recommendations or advice, maintaining a neutral stance on the acquisition's implications for investors [4] - There is no indication of any stock or derivative positions held by the author regarding the companies mentioned, ensuring an unbiased perspective [3] - The article reflects the author's opinion and does not represent a formal investment recommendation, aligning with Seeking Alpha's disclosure practices [5]