As filed with the Securities and Exchange Commission on February 6, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Delaware 2834 92-1954864 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 NeOnc Technologies Holdings, Inc. (Exact name of registrant as specified in its charter) Identification Number) 23975 ...

Here's what I think about IREN Limited ( IREN ). The headline numbers this quarter still show us a business that is mostly Bitcoin mining, even though that is no longerI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug developmen ...

I think going forward, MannKind Corporation's ( MNKD ) growth story has seen the market misclassify them somewhat as a volatile biotech rather than see them for what they are: an increasingly diversified, revenue-driven pharma company. We’re alsoI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundati ...

Core Insights - MannKind Corporation is being misclassified as a volatile biotech company, while it is actually an increasingly diversified, revenue-driven pharmaceutical company [1] Company Analysis - The company has a strong foundation in scientific research, with a focus on drug development and innovative biotechnology [1] - MannKind aims to identify and develop unique therapies that can reshape treatment paradigms, emphasizing novel mechanisms of action and first-in-class therapies [1] Market Perspective - The biotech sector presents opportunities for significant returns due to breakthrough science, but it also requires careful scrutiny of the underlying science and market dynamics [1] - The analysis will cover companies at various stages of development, from early clinical pipelines to commercial-stage biotechs, highlighting the importance of evaluating clinical trial design and competitive landscape [1]

AbbVie (NYSE:ABBV) Q4 2025 Earnings call February 04, 2026 09:00 AM ET Company ParticipantsAsad Haider - Managing Director in Equity Research of Healthcare and Biotech CompaniesDavid Risinger - Senior Managing DirectorJeff Stewart - EVP of Chief Commercial OfficerLiz Shea - SVP of Investor RelationsLuisa Hector - Head of Global Pharma Equity ResearchMark Moffman - Senior Equity Research Associate of BioPharmaMichael Yee - Global Head of Biotechnology Equity Research and Managing DirectorMohit Bansal - Manag ...

分组1 - Eli Lilly reported a strong 4Q25 performance with a non-GAAP EPS of $7.54, exceeding consensus estimates by approximately $0.61 [1] - Revenue for the quarter reached $19.29 billion, reflecting a year-over-year increase of about 42.6% and surpassing expectations [1] 分组2 - The focus of the analysis is on identifying promising biotechnology companies that innovate through unique mechanisms of action, first-in-class therapies, or platform technologies [1] - The approach emphasizes evaluating the science behind drug candidates, the competitive landscape, clinical trial design, and potential market opportunities while balancing financial fundamentals and valuation [1]

Merck & Co (NYSE:MRK) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsCaroline Litchfield - CFODean Li - President of Research LaboratoriesEvan Seigerman - Managing Director and Head of Healthcare ResearchPeter Dannenbaum - SVP of Investor RelationsRob Davis - Chairman and CEOUmer Raffat - Senior Managing Director and Head of Large Cap Therapeutics ResearchConference Call ParticipantsAkash Tewari - Managing Director and Senior Equity Research AnalystAlex Hammond - Senior Biopharma Eq ...

Merck & Co (NYSE:MRK) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsCaroline Litchfield - CFODean Li - President of Research LaboratoriesEvan Seigerman - Managing Director and Head of Healthcare ResearchPeter Dannenbaum - SVP of Investor RelationsRob Davis - Chairman and CEOUmer Raffat - Senior Managing Director and Head of Large Cap Therapeutics ResearchConference Call ParticipantsAkash Tewari - Managing Director and Senior Equity Research AnalystAlex Hammond - Senior Biopharma Eq ...

Merck & Co (NYSE:MRK) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Speaker8Thank you for standing by. Welcome to the Merck & Co., Inc., Rahway, New Jersey, USA, fourth quarter sales and earnings conference call. At this time, all participants are in a listen-only mode until the question-and-answer session of today's conference. At that time, if you'd like to ask a question, you may press star one on your phone and record your name at the prompt. This call is being recorded. If you have any objections ...

Financial Data and Key Metrics Changes - Regeneron reported total revenues of $3.9 billion for Q4 2025, a 3% increase year-over-year, driven by higher collaboration revenue and strong sales growth of Dupixent, EYLEA HD, and Libtayo [40][41] - Diluted net income per share was $11.44, with net income reaching $1.2 billion [40] - The company generated $4.1 billion in free cash flow for 2025 and returned $3.8 billion to shareholders, primarily through share repurchases [44][45] Business Line Data and Key Metrics Changes - Dupixent achieved global net sales of $4.9 billion in Q4 2025, reflecting a 32% year-over-year growth [36] - EYLEA HD net product sales in the U.S. were $506 million in Q4, up 66% year-over-year, while EYLEA 2 mg sales declined 15% sequentially to $577 million [9][34] - Libtayo reported global net sales of $425 million in Q4, a 13% increase year-over-year, with strong demand across all approved indications [37] Market Data and Key Metrics Changes - Dupixent is now the most widely used innovative branded antibody medicine, with over 1.4 million patients globally [7] - EYLEA HD has become a significant part of Regeneron's anti-VEGF franchise, contributing nearly half of total net sales [33] - Libtayo is recognized as the leading immunotherapy for advanced non-melanoma skin cancers, with a strong market position in advanced non-small cell lung cancer [8][37] Company Strategy and Development Direction - Regeneron aims for at least four FDA approvals in 2026, including three for new molecular entities and the EYLEA HD prefilled syringe [11] - The company plans to initiate 18 additional Phase III studies, targeting approximately 35,000 patients over multiple years [13] - Regeneron is focused on advancing its pipeline in oncology, immunology, and ophthalmology, leveraging genetics to guide its R&D strategy [68][70] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about reaching an agreement with U.S. government agencies to reduce drug costs while ensuring patient access to innovative treatments [11] - The company anticipates continued growth in EYLEA HD and Dupixent, with significant opportunities in underpenetrated markets [36][7] - Management highlighted the importance of maintaining a competitive edge through innovative product development and strategic partnerships [70] Other Important Information - Regeneron is committed to helping patients afford their medications, matching a $60 million donation to a fund for retinal disease patients [10] - The company is actively engaging in discussions to address the long-standing imbalance in the distribution of costs for medical innovation [11] Q&A Session Summary Question: Update on Libtayo plus fianlimab readouts - Management indicated that the best estimate for advanced melanoma readout is in the first half of the year, with adjuvant timing also expected in the same timeframe [52] Question: Dupixent IP and future runway - Management refrained from providing additional comments but acknowledged Sanofi's positive outlook on Dupixent's future [55] Question: Frontline metastatic melanoma data and hazard ratio - Management stated that the study is powered to achieve a primary endpoint similar to the current standard of care, with hopes for better outcomes [63] Question: Broader R&D strategy and focus areas - Management emphasized a balanced approach across therapeutic areas, driven by genetics to identify new drug opportunities [70] Question: Development of a new version of Dupixent - Management confirmed ongoing development of a potentially improved version of Dupixent, with plans to move it forward in clinical trials [76]