Core Insights - Athira Pharma has secured a deal to test a promising breast cancer drug, indicating a strategic shift in its focus [1] - The company has also obtained $90 million in upfront funding from investors, which will support its research and development efforts [1] Company Developments - The deal for the breast cancer drug represents a significant pivot for Athira Pharma, suggesting a potential expansion of its therapeutic portfolio [1] - The $90 million funding is a crucial financial boost that will enable the company to advance its clinical trials and further its drug development initiatives [1]

Insmed Incorporated (NASDAQ:INSM) stock plunged on Thursday. • Insmed stock is showing notable weakness. What’s behind INSM decline?The company released data from the Phase 2b BiRCh study of brensocatib in patients with chronic rhinosinusitis without nasal polyps (CRSsNP).The trial did not meet its primary or secondary efficacy endpoints in either the 10 mg or 40 mg treatment arms.Brensocatib was well tolerated, with no new safety signals identified, including in the 40 mg arm, which is the highest dose Ins ...

TORONTO--(BUSINESS WIRE)--Cybin Inc. (NYSE American:CYBN) (Cboe CA:CYBN), a clinical-stage breakthrough pharmaceutical company committed to revolutionizing mental healthcare by developing innovative next-generation treatment options, today announced that it will voluntarily transfer its U.S. stock exchange listing to the Nasdaq Global Market ("Nasdaq†) from the NYSE American LLC ("NYSE American†). The Company expects that its common shares will cease trading on the NYSE American at market close on Janua ...

Key Points Eli Lilly has been a dominant force in the GLP-1 market, and that looks set to continue. Pfizer's acquisitions haven't paid off yet and the company is still struggling to grow its sales. The two companies are currently in very different positions -- and their valuations reflect it. 10 stocks we like better than Pfizer › Pfizer (NYSE: PFE) and Eli Lilly (NYSE: LLY) are two prominent names in healthcare that have focused on innovation and growing their respective businesses for decades. ...

Key Takeaways EMA granted ODD to efdoralprin alfa after the phase II ElevAATe study met endpoints.The study showed Q3W and Q4W dosing significantly improved outcomes versus weekly plasma-derived therapy.SNY added efdoralprin alfa via the Inhibrx acquisition and the drug already holds FDA Fast Track and ODD.Sanofi (SNY) announced that the European Medicines Agency (EMA) has granted Orphan Drug Designation (“ODD”) to efdoralprin alfa (SAR447537, formerly known as INBRX-101), an investigational biologic drug f ...

Core Insights - The FDA is set to fast-track reviews for two Merck drugs, enlicitide decanoate and sacituzumab tirumotecan, under the CNPV program, which aims to expedite regulatory decisions for critical medicines [1][5] - If approved, these drugs will be the 17th and 18th to enter the CNPV program, highlighting their potential significance in the market [2] - Merck's enlicitide decanoate has shown promising results in the Phase 3 CORALreef Lipids trial, achieving significant reductions in LDL-C compared to placebo [4] Group 1 - The FDA's CNPV program was announced in June, allowing for a significant reduction in review time from approximately 10-12 months to 1-2 months post-application submission [5] - Merck plans to submit its application for enlicitide in April and for sac-TMT in October or November of the following year [5] - The CNPV program has previously been utilized for notable drugs, including Eli Lilly's weight-loss pill, indicating its importance in the pharmaceutical landscape [6] Group 2 - Merck's stock price increased by 0.59% to $99.76 at the time of publication, reflecting positive market sentiment regarding the potential approval of these drugs [7]

Core Insights - Eli Lilly is set to launch a new pill named orforglipron next year [1] Company Summary - The new medication, orforglipron, is part of Eli Lilly's ongoing efforts to expand its product portfolio [1]

Key Takeaways Mirum's revenues hinge on Livmarli, which generated $253.6M in the first nine months of 2025.MIRM expects continued Livmarli growth as increasing global adoption supports demand.Cholbam and Ctexli sales also rose, adding to Mirum's expanding rare-disease drug portfolio.Mirum Pharmaceuticals’ (MIRM) revenue base is largely supported by its lead product, Livmarli (maralixibat), which has been witnessing steady sales uptake since its launch. The drug remains a key top-line driver for the company. ...

Industry Overview - The global oncology market is evolving significantly due to rising cancer incidence and rapid scientific advancements, with the American Cancer Society estimating approximately 2.04 million new cancer diagnoses and over 618,000 cancer-related deaths in the U.S. by 2025 [2] - Aging populations and lifestyle-related risk factors are contributing to higher cancer prevalence, leading to sustained growth in healthcare spending on oncology [2] Innovation in Cancer Care - Breakthroughs in immunotherapies, targeted treatments, and personalized vaccines are expanding therapeutic options beyond conventional chemotherapy and radiation [3] - Immune-based strategies, including checkpoint inhibitors and CAR-T therapies, are harnessing the body's immune system to target tumors, while targeted therapies focus on specific genetic alterations [3] - Emerging technologies like genomic sequencing, AI, and machine learning are enhancing biomarker discovery and supporting earlier diagnosis, improving survival rates and quality of life across several cancer types [4] Pharmaceutical Investment - Major pharmaceutical companies, including Novartis, AstraZeneca, Johnson & Johnson (J&J), Pfizer, AbbVie, Merck, Bristol Myers Squibb, and Eli Lilly, are investing aggressively in oncology portfolios with new therapies such as antibody-drug conjugates and bispecific antibodies [5] - Smaller biotech firms are also crucial in driving innovation through partnerships, licensing agreements, and acquisitions [5] Market Dynamics - Oncology is considered one of the most durable and attractive segments within the global healthcare sector for long-term investors, supported by ongoing innovation and favorable reimbursement dynamics [6] Company Focus: Johnson & Johnson - J&J's oncology segment currently accounts for approximately 27% of its total revenues, with oncology sales rising 20.6% to $18.52 billion in the first nine months, driven by key products like Darzalex and Erleada [9] - J&J's oncology pipeline has gained momentum with promising developments in colorectal and head and neck cancers, and the company expects its oncology sales to reach $50 billion by the end of the decade [10][12] - J&J is also enhancing its oncology pipeline through M&A, including a recent agreement to acquire Halda Therapeutics [11] Company Focus: ImmunityBio - ImmunityBio's lead drug, Anktiva, was approved for treating BCG-unresponsive non-muscle invasive bladder cancer, generating $74.7 million in sales with a 467% increase in volume [13] - The drug is under review in the EU, and ImmunityBio is evaluating Anktiva for expanded use in other cancer indications [15] Company Focus: Foghorn Therapeutics - Foghorn Therapeutics is developing precision therapies targeting genetically driven vulnerabilities, with a collaboration with Lilly to co-develop its selective SMARCA2 oncology program [17] - Foghorn's lead candidate, FHD-909, is advancing in a phase I study for SMARCA4-mutated cancers, with initial data expected in 2026 [17][18]

Core Insights - Momentum investing focuses on stocks that are performing well and maintaining their upward trend, particularly relevant as the market approaches 2026 [2] - In 2025, a select group of companies consistently exceeded earnings expectations and demonstrated clear growth visibility, leading to strong investor confidence [3] - The current momentum is distinguished by the quality of underlying fundamentals, with leading stocks benefiting from long-term trends such as AI, healthcare innovation, and infrastructure spending [4] Group 1: Momentum Stocks - NVIDIA Corporation (NVDA) is experiencing strong momentum due to the rising demand for AI and accelerated computing, with fiscal 2027 sales projected to increase by 42.2% and earnings by 52.9% year over year [9][10] - Broadcom Inc. (AVGO) is gaining momentum from AI-focused semiconductors and networking solutions, with fiscal 2027 sales expected to rise by 40.5% and earnings by 39.5% year over year [14] - Eli Lilly and Company (LLY) is benefiting from high demand for obesity and diabetes treatments, with projected sales growth of 22.4% and earnings growth of 41% in 2026 [16] Group 2: Factors Supporting Momentum - Stocks with clear demand drivers and predictable revenue streams tend to maintain momentum longer, even if valuations appear high [5] - NVIDIA's momentum is broadening beyond hyperscalers to include enterprises and governments investing in AI infrastructure [8] - Broadcom's balanced model, combining AI momentum with a stable software portfolio, supports strong free cash flow growth and shareholder returns [13]