Biotechnology
Search documents
Novo Nordisk changes tack with bold raid on Pfizer obesity deal
Reuters· 2025-10-30 18:19
Core Insights - Novo Nordisk is making a late attempt to acquire Metsera, a U.S. obesity biotech company, indicating a strategic shift in its approach to the weight-loss drug market [1] - This move is seen as an aggressive strategy to regain market share in the competitive obesity treatment sector, particularly in response to Pfizer's interest in Metsera [1] Company Strategy - The acquisition bid reflects Novo Nordisk's intent to enhance its portfolio in obesity treatments, which is a growing market segment [1] - The company aims to leverage Metsera's innovative technologies and products to strengthen its position against competitors like Pfizer [1] Market Context - The obesity drug market is experiencing significant growth, driven by increasing obesity rates and demand for effective weight-loss solutions [1] - Novo Nordisk's actions highlight the competitive landscape in the pharmaceutical industry, where companies are actively seeking to expand their influence through strategic acquisitions [1]
Deadline Alert: MoonLake Immunotherapeutics (MLTX) Shareholders Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit
Businesswire· 2025-10-30 18:14
IF YOU SUFFERED A LOSS ON YOUR MOONLAKE INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS. What Happened? On September 28, 2025, MoonLake Immunotherapeutics announced disappointing Phase 3 results for its only drug candidate, sonelokimab ("SLK†), revealing that SLK failed to match the efficacy of its competitor, Union Chimique Belge's bimekizumab-bkz ("BIMZELX†). The Company had repeatedly promoted SLK's nanobody structure as supe ...
Foghorn Therapeutics Inc. (FHTX) Discusses Pipeline Updates for Selective ARID1B, CBP and EP300 Degrader Programs - Slideshow (NASDAQ:FHTX) 2025-10-30
Seeking Alpha· 2025-10-30 17:57
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
Nkarta to Participate in November Investor Conferences
Globenewswire· 2025-10-30 17:14
SOUTH SAN FRANCISCO, Calif., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Nkarta, Inc. (Nasdaq: NKTX), a clinical-stage biopharmaceutical company developing engineered natural killer (NK) cell therapies, today announced its participation in the following investor conferences next month: Stifel 2025 Healthcare ConferenceNovember 12, 202510:40 a.m. ET – fireside chat TD Cowen’s Immunology & Inflammation SummitNovember 13, 20255 p.m. ET – fireside chat A simultaneous webcast of the event will be available on the Investor ...
X @The Wall Street Journal
The Wall Street Journal· 2025-10-30 17:13
Biogen cut its full-year adjusted-earnings expectations, though third-quarter profit rose on strength from its Alzheimer’s drug and rare-disease treatments https://t.co/dq2hog9K4K ...
Earnings roundup: Alnylam’s down day, Neurocrine’s head scratch and Biogen’s ‘low quality’ win
Yahoo Finance· 2025-10-30 17:13
What’s more, heading into its announcement, Alnylam’s market worth exceeded that of many large-cap drugmakers, at least in terms of sales and earnings multiples, noted Stifel’s Paul Matteis. The company was in a “trickier” spot than usual as a result.Alnylam also disclosed a subpoena related to its government price reporting. There were no allegations of wrongdoing, but the news pushed shares down, wrote Jefferies analyst Maury Raycroft, after speaking with executives.Mani Foroohar, of Leerink Partners, wro ...
What Makes Arcutis Biotherapeutics (ARQT) a New Strong Buy Stock
ZACKS· 2025-10-30 17:01
Core Viewpoint - Arcutis Biotherapeutics, Inc. (ARQT) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in a company's earnings estimates, which are tracked through the Zacks Consensus Estimate [2]. - A strong correlation exists between revisions in earnings estimates and near-term stock price movements, making the Zacks rating system valuable for investors [3][5]. - The recent upgrade for Arcutis Biotherapeutics reflects an improvement in its underlying business, which is expected to drive the stock price higher [6]. Earnings Estimate Revisions - Analysts have raised their earnings estimates for Arcutis Biotherapeutics, with the Zacks Consensus Estimate increasing by 19.9% over the past three months [9]. - The company is projected to earn -$0.44 per share for the fiscal year ending December 2025, indicating no year-over-year change [9]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, positioning Arcutis Biotherapeutics among the best candidates for market-beating returns in the near term [10][11].
Foghorn Therapeutics (NasdaqGM:FHTX) FY Conference Transcript
2025-10-30 17:00
Foghorn Therapeutics FY Conference Call Summary Company Overview - **Company**: Foghorn Therapeutics (NasdaqGM:FHTX) - **Date of Call**: October 30, 2025 - **Focus**: Updates on proprietary programs including selective ARID1B, CBP, and EP300 degraders [1][2][3] Key Industry Insights - **Chromatin Regulatory System**: Foghorn Therapeutics targets the chromatin regulatory system, which is implicated in cancer, with mutations found in up to 50% of tumors [4][5] - **Market Opportunity**: Successful drugs targeting this biology represent multi-billion-dollar opportunities [5] Core Programs and Developments 1. **FHD-909** - **Description**: First-in-class selective oral small molecule inhibitor of SMARCA2, targeting tumors with SMARCA4 mutations [7] - **Clinical Trial**: Currently enrolling patients in a phase 1 dose escalation trial in the US and Japan, focusing on non-small cell lung cancer patients with SMARCA4 mutations [8] - **Timeline**: Anticipated decision on dose expansion by Lilly in the first half of 2026 [8] 2. **Selective ARID1B Degrader** - **Significance**: First to publicly demonstrate robust degradation of ARID1B, targeting a population with ARID1A mutations found in approximately 5% of solid tumors [9][10] - **Clinical Context**: ARID1A mutations accelerate tumor genesis and promote metastases, indicating a high unmet medical need [17] - **Progress**: Achieved 80% degradation in preclinical models, with in vivo proof of concept expected in 2026 [19][20] 3. **Selective CBP Degrader** - **Target Population**: Potential in EP300 mutated cancers and ER-positive breast cancer, with over 200,000 cases diagnosed annually in the US [24][25] - **Mechanism**: Selective degradation of CBP could provide a wider therapeutic window than dual CBP/EP300 inhibitors, avoiding hematological toxicities [24][27] - **Development Status**: Pre-development candidate CBP degrader (CPPD171) is on track for IND readiness in 2026 [10][28] 4. **Selective EP300 Degrader** - **Target Indications**: Significant potential in hematological malignancies, particularly multiple myeloma, with approximately 100,000 patients in the US potentially benefiting [31][32] - **Clinical Validation**: Previous dual CBP/EP300 inhibitors have shown compelling results in multiple myeloma, supporting the approach [34] - **Development Timeline**: Tracking towards IND-enabling studies in 2026 [38] Additional Insights - **Mechanistic Understanding**: Foghorn emphasizes a biology-first approach, focusing on novel biology and targets, with a deep mechanistic understanding of the chromatin regulatory system [5][6] - **Partnership Strategy**: The company is considering partnerships for larger tumor types, particularly in breast cancer and multiple myeloma, to leverage resources for clinical studies [80][81] - **Feedback from Conferences**: Positive feedback received on the selective degradation of ARID1B, indicating significant interest and curiosity from industry peers [83] Conclusion Foghorn Therapeutics is advancing a robust pipeline of selective degraders targeting critical components of the chromatin regulatory system, with significant potential to address unmet medical needs in various cancers. The company is on track for key milestones in 2026, including IND readiness for multiple programs.
NeoGenomics to Present RaDaR ST Bridging Study at ISLB 2025, Demonstrating Reliable MRD Detection Across Solid Tumors
Businesswire· 2025-10-30 16:51
FORT MYERS, Fla.--(BUSINESS WIRE)--NeoGenomics will present research at ISLB 2025 showing high concordance between its RaDaR ST and RaDaR 1.0 MRD assays, plus four additional posters. ...
Metsera the US obesity biotech at centre of Novo, Pfizer bidding war
Reuters· 2025-10-30 16:40
Metsera has become the obesity drug market's hottest ticket. ...