Company Overview - ACADIA Pharmaceuticals Inc. is a biopharma firm listed on NASDAQ under the ticker ACAD, with a portfolio that includes two commercial drugs: Nuplazid and Daybue [1] Product Details - Nuplazid is used for the treatment of hallucinations and delusions associated with Parkinson's disease psychosis (PDP) [1] - Daybue is indicated for the treatment of Rett syndrome [1]

Key Takeaways CORT's only drug Korlym generated $351.6M in H1 2025 sales, up 13.2% year over year.Corcept filed an NDA for relacorilant in Cushing's syndrome, with an FDA decision due on Dec. 30, 2025.An NDA for relacorilant with nab-paclitaxel in ovarian cancer has an FDA decision date of July 11, 2026.Corcept Therapeutics’ (CORT) sole-marketed drug, Korlym (mifepristone), is approved for treating Cushing's syndrome or endogenous hypercortisolism. The company’s top line solely comprises product sales from ...

This Haiti-Born Doctor Built A $6 Billion Business Developing Drugs For Depression And Alzheimer’shttps://t.co/20fvlfqSUo https://t.co/qVva9BCPO7 ...

Axsome Therapeutics has three drugs on the market and five in the pipeline, with the potential to help some 150 million Americans suffering from brain disorders.When Herriot Tabuteau started a drug development company in 2012, he decided to do so differently. First, he’d focus on brain disorders, treatments for which are notoriously difficult to develop and whose efficacy can be hard to prove. And he’d be both CEO and the scientific founder, bringing to bear his dec­ades of experience investing in biotech s ...

PresentationGood morning, and welcome to the Larimar Therapeutics Conference Call. [Operator Instructions] Please be advised this call is being recorded at the company's request, and a replay will be available on the company's website. I would now like to turn the call over to Alexandra Folias of LifeSci Advisors. Please go ahead.Alexandra Folias Thank you, operator, and thank you all for participating in today's conference call. Before we start, I'd like to point out that there is a slide deck that accompa ...

Key Takeaways Rigel's Tavalisse posted $68.5M in H1 2025 sales, which increased 44% year over year.Rezlidhia sales rose 31% to $13.1M, with Gavreto adding incremental revenues in 1H 2025.R289 phase Ib study in MDS moves to dose expansion, with dose escalation data expected later in 2025.Rigel Pharmaceuticals (RIGL) is making continued advancement related to the development of its hematology and oncology pipeline and products. The company’s first product, Tavalisse (fostamatinib disodium hexahydrate), has be ...

How A 60-Year-Old Drug Developer Built A $4.4 Billion Biotech Treating ‘Butterfly Skin Disease’ https://t.co/tQzuTl2Bod https://t.co/pVsWftexy7 ...

Core Insights - Merck & Co. (MRK) and Bristol Myers Squibb (BMY) are prominent pharmaceutical companies with diverse portfolios and global reach [1][2] - MRK has a strong oncology franchise, particularly with its blockbuster drug Keytruda, while BMY focuses on transformational drugs across various therapeutic areas [1][2] Merck (MRK) Overview - MRK has over six blockbuster drugs, with Keytruda being the primary revenue driver, contributing significantly to top-line growth [3][4] - Keytruda's sales increased approximately 7% in the first half of 2025, benefiting from its approval for various oncology indications and strong uptake in early-stage non-small cell lung cancer [4][10] - The company is expanding its pipeline, with over 1,600 trials for Keytruda and plans to launch around 20 new vaccines and drugs in the coming years [5][7] - MRK's Animal Health business is also a key growth contributor, showing above-market growth [5] - A new optimization initiative aims for $3 billion in annual cost savings by the end of 2027, although Keytruda's loss of exclusivity in 2028 poses a risk to future revenue [8][10] - Declining sales of Gardasil and lower demand in key markets like China and Japan are challenges for MRK [9][11] Bristol Myers Squibb (BMY) Overview - BMY's Growth Portfolio includes drugs like Opdivo, Reblozyl, and Camzyos, which have stabilized revenue amid generic competition [12][16] - Opdivo's sales are driven by strong launches in specific cancer indications, with expectations for mid-to-high single-digit growth in 2025 [13][14] - A collaboration with BioNTech enhances BMY's pipeline, focusing on bispecific antibodies for solid tumors [15] - Despite newer drugs boosting sales, BMY faces significant headwinds from generic competition affecting legacy drugs [17] - BMY's restructuring program aims for $2 billion in annual cost savings by the end of 2027, but the company has a high debt-to-capital ratio of 73.8% [18] Financial Estimates and Performance - MRK's 2025 sales are expected to increase by 1.21%, with EPS improving by 16.73%, while BMY's sales are projected to decrease by 2.06%, but EPS is expected to rise significantly due to low prior-year figures [19][20] - Both companies have seen upward revisions in EPS estimates for 2025 and 2026 [21] - Year-to-date, MRK and BMY have underperformed the large-cap pharma industry, with losses of 19.7% and 20.5%, respectively [24] - MRK trades at 8.24X forward earnings, while BMY trades at 7.02X, both below the industry average of 14.67X [26] Dividend and Investment Considerations - Both MRK and BMY offer attractive dividend yields, with BMY at 5.61% and MRK at 4% [27] - Current rankings for both companies are Zacks Rank 3 (Hold), making the choice between them complex [28] - MRK is viewed as a better pick due to its diverse portfolio and strong Keytruda sales, despite challenges [30]

Key Takeaways Acadia's ACP-101 failed to show benefit in phase III PWS study, ending its development.Nuplazid and Daybue sales rose double digits in H1 2025, fueling ACAD's revenue growth.SLNO stock jumped as Vykat XR gains ground with ACAD exiting the PWS hyperphagia market.Shares of Acadia Pharmaceuticals (ACAD) lost 9.9% on Wednesday after the company announced a disappointing update from a late-stage study of its investigational candidate, intranasal carbetocin (ACP-101), in patients with hyperphagia in ...

PresentationMatthew GlineCEO & Director Yes. Thanks for having us. I'm very aware there's like a large 40-minute timer here that's counting down slowly. So I'm aware of the time to fill. We have a lot to say, though. So look, I'm the CEO of Roivant. We are a biopharma company. I think most are probably at least somewhat familiar with us. We mostly focus on development-stage drug development, clinical stage drug development. And today, we have a portfolio of several quite late-stage clinical programs, one of ...