Core Insights - Pfizer Inc. has provided its full-year 2026 revenue guidance, projecting revenues between $59.5 billion and $62.5 billion, while revising its 2025 revenue guidance to approximately $62.0 billion from a previous range of $61.0 billion to $64.0 billion [2][5] - The 2026 revenue guidance reflects an expected decrease of approximately $1.5 billion from COVID-19 products compared to 2025, along with a similar negative impact due to loss of exclusivity for certain products [2][11] - Pfizer anticipates operational revenue growth of about 4% year-over-year at the midpoint for 2026, excluding COVID-19 and loss of exclusivity products [2] Financial Guidance for 2026 - Adjusted Selling, Informational & Administrative (SI&A) expenses are expected to be between $12.5 billion and $13.5 billion, while Adjusted R&D expenses are projected to be between $10.5 billion and $11.5 billion, leading to total adjusted expenses of $23.0 billion to $25.0 billion for 2026 [3] - Adjusted diluted EPS for 2026 is anticipated to be in the range of $2.80 to $3.00, reflecting stable gross and operating margins compared to 2025 and a higher effective tax rate [4][5] Comparison of Financial Guidance - The revised 2025 financial guidance includes revenues of approximately $62.0 billion, down from the previous range, with COVID-19 product revenues expected to be around $6.5 billion [5] - Adjusted SI&A expenses for 2025 are projected at $13.1 billion to $14.1 billion, while Adjusted R&D expenses are estimated at $10.0 billion to $11.0 billion [5] - The effective tax rate on adjusted income for 2025 is approximately 11%, compared to an expected 15% for 2026 [5] CEO Commentary - The CEO emphasized that 2025 was a year of strong execution and strategic progress, positioning the company for sustainable growth in the post-loss of exclusivity period [7]

Core Insights - Beacon Biosignals and Harmony Biosciences have announced a collaboration to integrate quantitative EEG measurements into Harmony's Phase 3 studies for HBS-301 targeting Narcolepsy and Idiopathic Hypersomnia [1][2] Group 1: Collaboration Details - The collaboration aims to enhance the assessment of excessive daytime sleepiness (EDS) by incorporating objective EEG data alongside traditional patient-reported outcomes like the Epworth Sleepiness Scale (ESS) [2] - Beacon's FDA 510(k)-cleared Waveband EEG headband will be utilized to capture at-home brain data over consecutive nights, providing continuous EEG data to assess daytime sleepiness [3] Group 2: Objectives and Benefits - The integration of objective sleep EEG data is expected to improve the precision and interpretability of treatment outcomes, potentially accelerating the development of better therapies for hypersomnia disorders [4] - The collaboration seeks to bring new levels of objectivity and reliability to clinical endpoints, enhancing the evaluation of treatment benefits for patients with hypersomnia disorders [4] Group 3: Clinical Context - Narcolepsy and Idiopathic Hypersomnia are characterized by severe excessive daytime sleepiness, with current trial measures relying heavily on subjective patient-reported scales, which may not fully capture the disease burden [4] - The addition of quantitative EEG-based endpoints allows for a more robust characterization of sleep patterns, aiding in the identification of EEG biomarkers for dose selection and efficacy assessment [4] Group 4: Company Profiles - Beacon Biosignals specializes in AI-driven neurophysiology and precision drug development, utilizing wearable EEG technology to capture and analyze neural data for advancements in neurology and sleep medicine [6] - Harmony Biosciences focuses on developing innovative therapies for rare neurological disorders, with a portfolio that includes FDA-approved treatments for narcolepsy and a pipeline targeting sleep/wake disorders and epilepsy [7]

TAMPA, FL / ACCESS Newswire / December 16, 2025 / (OTCQB:CTTH) CTT Pharmaceutical Holdings, Inc. is pleased to announce that a peer-reviewed scientific paper has been published in the journal of Drug Delivery and Therapeutics, authored by our scientist Dr. Katharine Cole and Dr. Pankaj Modi, the founder of CTT Pharma. The article provides the first comprehensive scientific review describing how micellar nanotechnology, when combined with an oral dissolvable strip delivery system, can significantly improve t ...

Market Analysis by covering: Becton Dickinson and Co, iShares U.S. Pharmaceuticals ETF, BlackRock Health Sciences Trust. Read 's Market Analysis on Investing.com ...

Group 1 - The event is Daiichi Sankyo's Science and Technology Day 2025, moderated by Kentaro Asakura, Corporate Officer and Head of Corporate Communications [1] - The briefing will be conducted in Japanese and English, with simultaneous interpretation available for participants [2] - Key speakers include Okuzawa (President and CEO), Takeshita (Head of Global R&D), Ken Keller (Director and Head of Global Oncology business), Kashiwase (Head of Global Technology), and Abe (Head of Global) [3]

Core Viewpoint - Eli Lilly is currently performing well, driven by the success of its GLP-1 drugs, but faces potential risks in the long term due to patent expirations and competition from other pharmaceutical companies [1][10]. Group 1: Company Performance - Eli Lilly's stock has a P/E ratio of 50, which is below its five-year average of 54 but high compared to the S&P 500's P/E of 28.5 [1]. - The company's GLP-1 drugs, Mounjaro and Zepbound, are leading the market, with Mounjaro's sales increasing by 109% year-over-year and Zepbound's sales rising by 185% in Q3 2025 [2]. - Overall sales for Eli Lilly increased by 54%, indicating strong demand for weight loss and related drugs in the pharmaceutical sector [4]. Group 2: Competitive Landscape - Eli Lilly was not the first to market with GLP-1 medications, as Novo Nordisk initially led the space, but Lilly's products have gained popularity, allowing it to surpass Novo Nordisk [5]. - Pfizer is actively working to catch up in the GLP-1 niche, having acquired a company with a strong GLP-1 candidate and signed a distribution deal with another company [6]. Group 3: Patent and Future Risks - Eli Lilly's patent protections for Mounjaro and Zepbound are expected to last about ten years, after which generic competition could significantly reduce revenue [7]. - Currently, Mounjaro and Zepbound account for over 50% of Eli Lilly's top-line income, highlighting the potential impact of patent expirations on future earnings [10]. - Investors are advised to consider the high valuation of Eli Lilly, as any loss of market leadership in the GLP-1 space could lead to a contraction in its valuation [12].

Core Viewpoint - The company Yipinhong (300723.SZ) plans to sell its stake in the U.S. company Arthrosi Therapeutics, Inc., which it holds through its wholly-owned subsidiary, with the transaction involving a total potential payment of up to $15 billion [1][2]. Group 1: Transaction Details - Yipinhong holds a 13.45% stake in Arthrosi, which is being acquired by Sobi US Holding Corp. for an upfront payment of $950 million (approximately 6.713 billion RMB) and up to $550 million (approximately 3.887 billion RMB) in milestone payments [1]. - The transaction requires approval from Arthrosi's shareholders, with specific voting thresholds needed for completion [1]. - Following the transaction, Yipinhong will no longer hold any equity in Arthrosi [1]. Group 2: Product and Market Impact - The core asset in the acquisition is Arthrosi's gout treatment drug AR882, currently in Phase III clinical trials, with data expected to be released in 2026 [2]. - Yipinhong anticipates that the sale will have a positive impact on the company, as it marks a significant milestone for AR882's global commercialization [2]. - The company aims to continue its focus on innovative drug development, particularly for AR882 in the Chinese market [2]. Group 3: Market Reaction - Following the announcement of the acquisition, Yipinhong's stock price fell sharply, hitting a daily limit down of 20% on December 15, and continued to decline in subsequent trading sessions [3]. - The market's negative reaction contrasts with the company's optimistic outlook regarding the transaction's benefits [3]. Group 4: Financial Performance and Challenges - Yipinhong reported a revenue of 814 million RMB for the first three quarters of 2025, a year-on-year decrease of 34.35%, and a net loss of 136 million RMB [7]. - The company has faced challenges including a significant lawsuit with a claim of 528 million RMB related to intellectual property disputes [9]. - Yipinhong's R&D expenditures have decreased by 47.41% in the first three quarters of 2025, reflecting a contraction in investment due to declining revenues [7].

Core Insights - Johnson & Johnson (JNJ) has experienced a significant increase of approximately 45% in 2025, which nearly accounts for the total gains made over the past five years [1] Financial Performance - The execution and financial numbers for Johnson & Johnson have been strong, indicating a solid operational performance [1] Growth Potential - There is potential for further growth for Johnson & Johnson, suggesting that the company may continue to expand its market presence and financial performance [1]

九典制药总经理杨洋表示，YJ-2301项目具有鲜明创新性和良好开发前景，九典制药将发挥在药品研发、生产注册及市场推广的经验优势，全力推进项目 产业化进程，期待与学校建立长期深入的战略伙伴关系。 日前，南京医科大学教师团队与湖南九典制药（300705）股份有限公司在湖南浏阳举行YJ-2301项目转让签约仪式。据悉，本次交易总金额近4亿元，标志 着又一高校原创成果成功走向产业化。 扬子晚报/紫牛新闻记者王赟 YJ-2301作为一款小分子镇痛创新药，其核心优势在于采用全新作用机制。针对性解决现有镇痛药物普遍存在的嗜睡，多次给药耐受等副作用问题，具备 广阔的市场应用空间。相关专利已完成校内转化并获全国高校生物医药区域技术转移转化中心(江苏苏州)、苏州南医大创新中心全流程赋能。此次合作将 加速该项目后续开发与临床转化，是学校打通科研成果走向市场"最后一公里"关键举措，也为校内原始创新成果转化提供了可复制、可推广的实践范式。 通讯员朱珠 南京医科大学党委书记兰青指出，此次合作是学校深化产学研融合、加速科技成果转化的重要实践。学校始终坚守服务"健康中国"战略的初心，将以此次 合作为纽带，整合科研优势、人才资源与企业产业化能 ...

Core Insights - Nicox SA has successfully completed the generation and analysis of all key data required for New Drug Applications (NDAs) in the U.S. and China, including clinical trial and long-term stability data for the NCX 470 drug material and finished product [1][5][6] - The company is preparing for a pre-NDA meeting with the U.S. Food and Drug Administration (FDA) and plans to submit the NDA in the first half of 2026, with the Chinese submission expected shortly thereafter [5][6] Company Overview - Nicox SA is an international ophthalmology company focused on developing innovative solutions for vision maintenance and ocular health, with its lead product being NCX 470, a nitric oxide-donating eye drop for lowering intraocular pressure in glaucoma patients [4][7] - The company has licensing agreements for NCX 470 with Ocumension Therapeutics for the Chinese, Korean, and Southeast Asian markets, and with Kowa for the rest of the world [4][6] Future Milestones - The NDA submission for NCX 470 in the U.S. is on track for H1 2026, with the submission in China expected to follow shortly after [5][6] - A Phase 3 clinical program for NCX 470 has been initiated in Japan, managed and financed by Kowa [6]