4Q and Full Year 2025 Financial Results February 23, 2026 © Axsome Therapeutics, Inc. Forward looking statements & safe harbor Certain matters discussed in this presentation are "forward-looking statements" . The Company may, in some cases, use terms such as "predicts," "believes," "potential," "continue," "estimates," "anticipates," "expects," "plans," "intends," "may," "could," "might," "will," "should" or other words that convey uncertainty of future events or outcomes to identify these forward- looking ...

WEST CHESTER, Pa., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Verrica Pharmaceuticals Inc. (“Verrica”) (Nasdaq: VRCA), a dermatology therapeutics company developing and selling medications for skin diseases requiring medical interventions, today announced that Jayson Rieger, PhD, MBA, President and Chief Executive Officer of Verrica Pharmaceuticals, will present at the TD Cowen 46th Annual Healthcare Conference in Boston. TD Cowen 46th Annual Health Care Conference, March 2-4, 2026Event details:Date: Monday, March 2 ...

Core Insights - Novo Nordisk's Board of Directors is undergoing a revamp, nominating Jan van de Winkel and Ramona Sequeira for a one-year term, pending shareholder approval at the Annual General Meeting on March 26 [1] - The board is also seeking the re-election of existing members, including Lars Rebien Sørensen as chair and Cees de Jong as vice chair [4] Group 1: Board Changes - Jan van de Winkel has over 25 years of experience in the pharma industry, currently serving as CEO of Genmab since 2010, and has held various C-suite roles [2] - Ramona Sequeira has over 30 years of experience in pharma leadership, previously serving as president of Takeda's global portfolio division and currently on the boards of Organon and Edwards Lifesciences [3] - The board's restructuring follows a significant change in October 2025, when seven members resigned due to disagreements with the Novo Nordisk Foundation regarding the board's future composition [6] Group 2: Market Challenges - Novo Nordisk is facing competition from Eli Lilly in the cardiometabolic market, forecasting a sales dip of up to 13% in 2026 due to pricing pressures from the Most Favored Nation (MFN) policy in the US [7] - Despite having a lead in the oral GLP-1RA market with the approval of oral Wegovy (semaglutide), Eli Lilly's orforglipron is expected to enter the market in April 2023, with projected sales of $14.3 billion by 2031 [8] Group 3: Shareholder Influence - The Novo Nordisk Foundation, the majority shareholder, has recommended Helena Saxon for a board position, who has prior experience on the board of Sobi and currently serves on the board of H&M [5]

Core Insights - Novo Nordisk's GLP-1 drug Ozempic gained significant traction after the introduction of Wegovy in 2021, leading to a 60% increase in stock price that year [1] - In 2022, total sales growth reached 18%, with net income growing by 9% due to investments in production capacity; however, 2023 saw a sales surge of 35% and profits up by 55% before facing competition from Eli Lilly's products in 2024 [2] - The stock price peaked above $142 in 2024 but has since fallen to around $47, representing a 67% decline from its peak [3] Sales and Market Dynamics - The introduction of oral versions of Wegovy and Ozempic has reinvigorated interest in Novo Nordisk, with FDA approvals for these new forms occurring recently [5] - Eli Lilly is expected to quickly catch up with its own GLP-1 pills, with an FDA decision on a Mounjaro pill anticipated in the second quarter of the year [6] - Novo Nordisk is aware of the competitive landscape and is likely to intensify efforts to maintain market share in the oral GLP-1 segment [7]

Group 1 - The company is restructuring its Human Health business in anticipation of the expiration of patent protection for its major drug, Keytruda, in two years [1] - This strategic move aims to enhance operational efficiency and focus on core areas of growth within the pharmaceutical sector [1] - The decision reflects a proactive approach to mitigate potential revenue impacts from the loss of exclusivity on Keytruda, which has been a significant revenue driver [1] Group 2 - Keytruda is recognized as a blockbuster treatment, indicating its substantial market success and revenue generation capabilities [1] - The impending patent expiration poses a challenge, as generic competition may enter the market, affecting sales [1] - The restructuring may also involve exploring new therapeutic areas or partnerships to sustain growth post-Keytruda [1]

Group 1: Market Reactions and Trends - Key airline operations in the Northeast have been disrupted due to a blizzard, leading to widespread flight cancellations [3] - Novo Nordisk (NVO) shares fell by 14% as its next-generation obesity treatment underperformed compared to Eli Lilly's (LLY) tirzepatide [3] - Stock futures experienced a decline in the premarket session but recovered much of the losses following a Supreme Court ruling that deemed President Trump's emergency tariffs illegal [5][7] Group 2: Tariff Implications - President Trump announced a "10% Worldwide Tariff," which was later increased to 15% due to claims of unfair trade practices by other countries [5] - The Supreme Court ruling invalidated tariffs on China, Mexico, and Canada related to fentanyl, and the new global 15% duty under Section 122 of the 1974 Trade Act may complicate existing trade agreements with countries like the U.K. and EU [7] - Treasury Secretary Scott Bessent indicated that the new tariffs are likely a temporary measure while further studies on stronger tariff authorities are conducted [7] Group 3: Investment Shifts - Investors are shifting focus from artificial intelligence stocks to 'heavy asset' stocks in search of stability [11] - Nvidia (NVDA) is set to re-enter the PC market with AI laptop chips, indicating a continued interest in AI technology despite market fluctuations [9]

JERSEY CITY, N.J.--(BUSINESS WIRE)--Organon (NYSE: OGN), a global healthcare company with a mission to deliver impactful medicines and solutions for a healthier every day, announced today that it has entered into an agreement to exclusively license global rights to MIUDELLA, Sebela Pharmaceuticals' hormone-free copper intrauterine device (IUD) contraceptive. The effectiveness of this transaction is subject to review under the Hart-Scott-Rodino Antitrust Improvements Act and to U.S. Food and Dru. ...

Core Viewpoint - The conference call is hosted by Novo Nordisk, indicating a focus on investor relations and company performance updates [1] Group 1 - The call is being recorded, suggesting that the information shared will be available for future reference [1] - Michael Novod, the Head of Investor Relations, is the first speaker, highlighting the importance of investor communication in the company's strategy [1]

Market Overview - Stock index futures are down, with Dow futures falling 0.25%, S&P 500 futures down 0.22%, and Nasdaq 100 futures declining 0.35% amid renewed tariff-related uncertainty following President Trump's announcement [3][4] - U.S. Customs and Border Protection stated that tariffs imposed under the International Emergency Economic Powers Act will no longer be collected starting Tuesday [3] Tariff Announcement - President Trump announced an increase in the global tariff level from 10% to 15% after the Supreme Court struck down most of the tariffs imposed last year [4] Travel Sector Impact - The ongoing shutdown of the U.S. Department of Homeland Security (DHS) is creating uncertainty in airport operations and the travel sector, with expedited screening programs initially affected [5][6] - TSA PreCheck remains operational but may face adjustments due to potential staffing shortages, while Global Entry has been suspended [6][7] Bitcoin ETF Withdrawals - Investors have withdrawn nearly $3.8 billion from U.S.-listed spot Bitcoin ETFs over the past five weeks, marking the longest streak of outflows since February 2025 [9] - BlackRock's iShares Bitcoin Trust has led the declines, shedding approximately $2.13 billion during this period [9][10] Company-Specific Movements - Novo Nordisk's stock tumbled by 15% after its next-generation obesity drug CagriSema underperformed compared to Eli Lilly's competing treatment in a phase 3 trial [11][12] - Top gainers in premarket trading included Eli Lilly (+2.34%), Revvity (+1.95%), and Corning (+1.86%), while decliners included Smurfit Westrock (-6.54%) and Packaging Corporation of America (-5.59%) [4]

WARREN, N.J., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Aquestive Therapeutics, Inc. (NASDAQ:AQST) ("Aquestive" or the "Company"), a pharmaceutical company advancing medicines to bring meaningful improvement to patients' lives through innovative science and delivery technologies, announced today that the management team will participate in the upcoming Oppenheimer 36th Annual Healthcare Life Sciences Conference on February 25-26, which is a virtual event. The Aquestive team will be presenting on February 26th, at 1 ...