Shares of Revolution Medicines Inc. (NASDAQ:RVMD) tumbled in after-hours trading on Wednesday after AbbVie Inc. (NYSE:ABBV) denied reports that it was in talks to acquire the cancer-drug developer, reversing an over 28% rally sparked by the takeover speculation.Report Lifts AbbVie Stock Too As Investors Cheer Oncology ProspectsThe Wall Street Journal reported on Wednesday that AbbVie was in advanced talks to buy Revolution Medicines, but the terms and a potential purchase price were not disclosed. Revolutio ...

Key Takeaways Amgen acquired Dark Blue Therapeutics for about $840M, strengthening its oncology pipeline.AMGN gains a preclinical small-molecule degrader targeting MLLT1/3 proteins tied to certain AML types.Amgen has no marketed AML therapy, but sells Blincyto for ALL and has early AML bispecifics.Amgen (AMGN) announced that it has acquired U.K.-based private biotech company, Dark Blue Therapeutics, for approximately $840 million.The acquisition will strengthen Amgen’s oncology pipeline by adding Dark Blue’ ...

Group 1 - Corbus Pharmaceuticals Holdings Inc. is a clinical-stage company focused on oncology and obesity, with a commitment to innovative scientific approaches to serious illnesses [2] - The company will present a corporate overview at the 2026 Annual J.P. Morgan Healthcare Conference scheduled for January 12-15, 2026, in San Francisco, CA [1] - Corbus' pipeline includes CRB-701, a next-generation antibody drug conjugate targeting Nectin-4 on cancer cells; CRB-601, an anti-integrin monoclonal antibody blocking TGFβ activation; and CRB-913, a CB1 inverse agonist for obesity treatment [2]

Key Points Pfizer's oncology ambitions could start to take shape next year. The drugmaker is also likely to make progress in the weight-loss market. It might take a while longer, but Pfizer is on the path to recovery. 10 stocks we like better than Pfizer › Is 2026 the year Pfizer (NYSE: PFE) finally turns things around? The company has been struggling over the past few years due to poor financial results and looming patent cliffs. However, it has also made important moves that might start to pay ...

Core Insights - Ipsen has secured a licensing deal for a Chinese-developed antibody drug conjugate (ADC) that could exceed $1 billion, highlighting the growing significance of ADCs in the oncology sector in 2025 [1][2]. Company Summary - Ipsen has signed a licensing agreement with Simcere Zaiming for the ADC asset SIM0613, which is set to begin clinical development in 2026. The deal grants Ipsen global rights for the cancer treatment outside of Greater China, with potential payments to Simcere Zaiming reaching $1.06 billion [2]. - Ipsen will manage manufacturing rights and oversee Phase I preparation activities, including regulatory submissions. The therapy has shown promising results in preclinical models, with plans for a Phase I trial in cancer patients anticipated in the second half of 2026 [3]. - SIM0613 targets the LRRC15 protein, which is highly expressed in various tumor types and cancer-associated fibroblasts, while exhibiting limited expression in normal cells, allowing for a targeted approach in killing cancer cells [4]. - Ipsen has been actively expanding its oncology portfolio, adding over 20 early-stage programs since 2020, and aims to position itself as a leader in the oncology market [5]. Industry Summary - The ADC market is experiencing rapid growth, with projected revenues expected to exceed $45 billion by 2030, indicating a strong investment trend among pharmaceutical companies [6]. - Major pharmaceutical companies, including Boehringer Ingelheim and Roche, have made significant investments in ADC technologies this year, reflecting the competitive landscape and the increasing importance of ADCs in cancer treatment [7].

Core Insights - Johnson & Johnson (JNJ) has received FDA approval for the subcutaneous formulation of its EGFR/MET inhibitor, Rybrevant, now marketed as Rybrevant Faspro, which is approved for all indications of the intravenous version [1][8] Group 1: Product Approval and Advantages - Both Rybrevant and Rybrevant Faspro are approved in the U.S. for four indications related to EGFR-mutated non-small cell lung cancer (NSCLC), including two first-line and two second-line settings [2] - The subcutaneous formulation offers significant advantages in patient convenience, reducing administration time to about five minutes compared to several hours for the intravenous version [3][8] - The approval of Rybrevant Faspro is supported by data from the late-stage PALOMA-3 study, demonstrating its effectiveness compared to the IV formulation [5][8] Group 2: Competitive Landscape - With this approval, JNJ is better positioned to compete with AstraZeneca's Tagrisso, the current standard of care for EGFR-mutated NSCLC, although Tagrisso's oral administration remains a competitive advantage [4] Group 3: Oncology Sales and Growth Strategy - JNJ's oncology segment comprises approximately 27% of total revenues, with oncology sales rising nearly 21% year-over-year to $18.52 billion in the first nine months [10] - The company aims to achieve $50 billion in oncology sales by the end of the decade, having doubled its oncology sales from $10.7 billion in 2019 to $20.8 billion in 2024 [12] - JNJ is actively building its oncology pipeline through acquisitions, including a recent agreement to acquire Halda Therapeutics for $3.05 billion to enhance its prostate cancer portfolio [14]

Table of Contents As filed with the Securities and Exchange Commission on December 19, 2025 Registration No. 333-290598 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 KAZIA THERAPEUTICS LIMITED (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Australia 2834 Not applicable (I.R ...

Table of Contents As filed with the Securities and Exchange Commission on December 19, 2025 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 KAZIA THERAPEUTICS LIMITED (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 Australia 2834 Not applicable (Primary Standard Industrial Classification Code Number) Three International Towers Le ...

Core Insights - Johnson & Johnson (JNJ) received FDA approval for its precision therapy Akeega for a second indication in prostate cancer, specifically for BRCA2-mutated metastatic castration-sensitive prostate cancer (mCSPC) [2][8] - The approval is based on the phase III AMPLITUDE study, which demonstrated a 54% reduction in the risk of radiographic progression or death with the Akeega-prednisone combination [3][8] - JNJ aims to achieve $50 billion in oncology sales by the end of the decade, with oncology currently accounting for approximately 27% of its total revenues [9][11] Drug Approval and Efficacy - Akeega combines the PARP inhibitor niraparib and the CYP17 inhibitor abiraterone acetate, marking the first FDA-approved precision medicine combination for BRCA2m mCSPC [3][5] - The drug's use has been expanded to an earlier stage of the disease, following its previous approval for BRCA-mutated metastatic castration-resistant prostate cancer (mCRPC) in 2023 [4][8] Financial Performance and Growth Strategy - JNJ's oncology sales rose nearly 21% year over year in the first nine months to $18.52 billion, driven by strong market growth and key products [9] - The company has seen its stock rise 46% this year, outperforming the industry average growth of 16% [6] - JNJ is actively building its oncology pipeline through acquisitions, including a recent agreement to acquire Halda Therapeutics for $3.05 billion [13] Market Position and Future Outlook - The oncology segment's growth is supported by new drug launches, contributing significantly to revenue increases [10][12] - JNJ's ambitious target of $50 billion in oncology sales requires more than doubling its sales from 2024 levels, reflecting confidence in its marketed cancer drugs and pipeline [11][12]

Core Viewpoint - Revolution Medicines (RVMD) is a clinical-stage oncology company valued at $15 billion, focusing on targeted therapies for RAS-addicted cancers stemming from mutations in RAS proteins [1]. Group 1: Stock Performance - RVMD has gained 96.53% since the Trend Seeker "Buy" signal was issued on September 2 [2]. - The stock recently traded at $78.47, reaching an all-time high of $79.07 on December 3 [4][6]. - RVMD shares are up nearly 60% over the past year, with a 30.78% increase in the last month alone [6][7]. Group 2: Technical Indicators - Barchart gives RVMD a 100% technical "Buy" opinion, indicating strong momentum [6][7]. - The stock has a Weighted Alpha of +109.79 and a Relative Strength Index (RSI) of 80.28, suggesting strong upward momentum [7]. - A technical support level is identified around $75.12 [7]. Group 3: Financial Projections - Revenue for Revolution Medicines is projected to increase by 903.48% next year [7]. - Earnings are estimated to decrease by 12.15% next year [7]. Group 4: Analyst Sentiment - Wall Street analysts are overwhelmingly bullish on RVMD, although sentiment varies across other platforms [6].