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GSK Adds Around $5B in a Month: Here's How to Play the Stock
ZACKS· 2025-09-02 14:51
Key Takeaways GSK gained 6.4% in a month, adding nearly $5B in market value despite slowing vaccine sales.Specialty Medicines rose 16% in H1 2025, with oncology and long-acting HIV drugs driving growth.GSK's R&D, pipeline approvals and upcoming launches bolster its long-term sales outlook.GSK (GSK) stock has risen 6.4% over the past month, adding nearly $5 billion to its market value.The consistently strong performance of the Specialty Medicines unit, regulatory and pipeline successes and an optimistic outl ...
片仔癀-业绩回顾 -2025 年上半年因原材料成本上升业绩不及,8 月起价格下降;买入
2025-09-02 14:24
Revenue miss - 1H25 revenue decreased by 4.8% (-7.5% vs. GSe), and net profits also missed at Rmb1,442mn (-16.2% yoy, -16.2% vs. GSe). Its core revenue (hepatic disease medication) still grew by 9.7% yoy despite weak consumption power, while total revenue missed mainly due to revenue decrease from distribution (-13% yoy) and cosmetics & personal goods (-17% yoy). Earnings miss - 1H25 net profits also missed, attributed to higher raw material cost in 1H25, resulting in GPM of hepatic disease medication decre ...
Court Ruling & Tariff Uncertainty: Time to Bet on POST, TME & KNSA?
ZACKS· 2025-09-02 14:06
Market Overview - The U.S. stock market is expected to remain volatile due to uncertainty following a federal appeals court ruling that a significant portion of President Trump's worldwide tariffs is unlawful [1][7] Investment Strategy - To mitigate risks in the uncertain market, investors are advised to consider low-beta stocks such as Post Holdings, Inc. (POST), Tencent Music Entertainment Group (TME), and Kiniksa Pharmaceuticals International, plc (KNSA) [1][7] Company Insights Post Holdings - Post Holdings is restructuring its portfolio, recently announcing the divestment of its 8th Avenue pasta business for $375 million in cash, while retaining its nut butter, granola, and fruit & nut businesses for better alignment with operations and potential cost synergies [6][7] Tencent Music Entertainment - Tencent Music is poised for growth through its expanding music subscription service, boasting over 124 million paying subscribers and 15 million Super VIP members, alongside a booming advertising business supported by new ad formats and key shopping events [7][8] Kiniksa Pharmaceuticals - Kiniksa Pharmaceuticals is a leading player in treating recurrent pericarditis with its drug ARCALYST, which is currently the only treatment option available for this condition [9][7]
X @Bloomberg
Bloomberg· 2025-09-02 13:43
Merck is selling investment-grade corporate bonds Tuesday to help fund its acquisition of fellow drugmaker Verona https://t.co/hkHo8oKF6z ...
Medicus Pharma closes Antev acquisition; sees $6B market potential
Proactiveinvestors NA· 2025-09-02 13:33
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
Cytokinetics (CYTK) Update / Briefing Transcript
2025-09-02 13:32
Cytokinetics (CYTK) Update / Briefing September 02, 2025 08:30 AM ET Company ParticipantsDiane Weiser - SVP - Corporate AffairsFady Malik - EVP - R&DPablo Garcia-Pavia - CardiologistCarolyn Ho - Medical Director - Cardiovascular Genetics CenterAhmad Masri - Head - Cardiomyopathy SectionDaniel Jacoby - VP - Clinical ResearchAnjali Owens - Cardiovascular FellowRobert I. Blum - CEO, President & DirectorDiane WeiserWelcome, everyone, and thanks for joining. I'm Diane Weiser, SVP, corporate affairs. We're please ...
X @Bloomberg
Bloomberg· 2025-09-02 13:30
Denmark’s largest pension fund has boosted its stake in Novo Nordisk this year, betting the obesity drugmaker will outpace rivals beyond the US market where its struggles have led to two profit warnings https://t.co/9x3WojLrC1 ...
Cytokinetics (CYTK) Update / Briefing Transcript
2025-09-02 13:30
Cytokinetics (CYTK) Update Summary Company Overview - **Company**: Cytokinetics (CYTK) - **Focus**: Development of aficamtan for the treatment of obstructive hypertrophic cardiomyopathy (OHCM) Key Industry Insights - **Industry**: Cardiovascular Medicine - **Event**: European Society of Cardiology (ESC) Conference Core Findings from the Call 1. **Presentation of Data**: Cytokinetics presented four oral presentations and one poster on aficamtan, with three publications in leading cardiac journals, emphasizing its potential as a treatment for OHCM [7][8][27] 2. **MAPLE HCM Study**: The Phase III trial compared aficamtan to metoprolol, showing aficamtan's superiority in improving exercise capacity and reducing symptoms [8][26] 3. **Efficacy Results**: - Aficamtan showed a mean increase in peak VO2 of 1.1 mL/kg/min, while metoprolol showed a mean decrease of 1.2 mL/kg/min, with a statistically significant difference of 2.3 mL/kg/min (p < 0.001) [21][26] - Aficamtan improved NT proBNP levels by 81% compared to baseline, while metoprolol's levels increased [24][26] 4. **Safety Profile**: Aficamtan was well tolerated with a low incidence of adverse events, contrasting with metoprolol, which had a higher rate of dose reductions due to side effects [25][26] 5. **Long-term Data**: Data from FORWEST HCM indicated sustained hemodynamic benefits and low incidence of new onset atrial fibrillation over a mean follow-up of 62 weeks [11][12] Implications for Treatment 1. **Shift in Treatment Paradigm**: The results challenge the long-standing use of beta blockers as first-line therapy for symptomatic obstructive HCM, suggesting aficamtan as a more effective alternative [8][31] 2. **Guideline Updates**: Anticipation of updates to clinical guidelines to incorporate findings from MAPLE HCM and other studies, with a focus on aficamtan as a first-line therapy [77][79] Additional Insights 1. **Expert Perspectives**: Panelists highlighted the importance of randomized clinical trials in reshaping treatment approaches and the surprising underperformance of beta blockers in the study [33][36] 2. **Future Studies**: Ongoing studies, including Acacia HCM, are expected to provide further insights into the efficacy of aficamtan in different patient populations [82] 3. **Regulatory Pathway**: Cytokinetics is preparing a supplemental NDA to include MAPLE HCM results in labeling following the potential approval of aficamtan [81][82] Conclusion - The data presented at the ESC conference significantly bolster the case for aficamtan as a first-line treatment for obstructive HCM, potentially leading to a paradigm shift in clinical practice and future treatment guidelines [26][31][81]
Annovis to Present at the H.C. Wainwright 27th Annual Global Investment Conference
Globenewswire· 2025-09-02 12:00
MALVERN, Pa., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Annovis Bio, Inc. (NYSE: ANVS) ("Annovis" or the “Company”), a late-stage clinical drug platform company pioneering transformative therapies for neurodegenerative diseases such as Alzheimer's disease (AD) and Parkinson's disease (PD), today announced its CEO, Maria Maccecchini, Ph.D., will present at the H.C. Wainwright 27th Annual Global Investment Conference happening September 8-10, 2025 in Lotte New York Palace Hotel, New York City. Presentation details D ...
Nasus Pharma Announces Upcoming Presentation at H.C. Wainwright 27th Annual Global Investment Conference
Globenewswire· 2025-09-02 12:00
TEL AVIV, Israel, Sept. 02, 2025 (GLOBE NEWSWIRE) -- Nasus Pharma Ltd. (NYSE: NSRX) (“Nasus Pharma” or the “Company”), a clinical-stage pharmaceutical company focused on the development of innovative intranasal products to treat emergency medical conditions, today announced that company management will present at the H.C. Wainwright 27th Annual Global Investment Conference. Location: VirtualDate: September 5, 2025Time: 07:00-07:30 a.m. ETType: Company presentation Presenter: Dan Teleman, Chief Executive Off ...