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Lilly's oral GLP-1, orforglipron, is successful in third Phase 3 trial, triggering global regulatory submissions this year for the treatment of obesity
Prnewswire· 2025-08-26 10:45
Core Insights - Eli Lilly announced positive topline results from the Phase 3 ATTAIN-2 trial for orforglipron, an investigational oral GLP-1 receptor agonist, showing significant weight loss and A1C reductions in adults with obesity or overweight and type 2 diabetes [1][2][4] Efficacy Results - Orforglipron 36 mg led to an average weight loss of 22.9 lbs (10.5%) and a reduction in A1C by 1.8% after 72 weeks, compared to 5.1 lbs (2.2%) weight loss and 0.1% A1C reduction in the placebo group [1][2] - In the trial, 75% of participants on the highest dose achieved an A1C ≤6.5%, meeting the American Diabetes Association's definition of diabetes [2][4] - The trial demonstrated that orforglipron met all primary and key secondary endpoints, including significant improvements in cardiometabolic risk factors [1][4] Safety Profile - The safety profile of orforglipron was consistent with established GLP-1 receptor agonists, with the most common adverse events being gastrointestinal-related, such as nausea (20.1% to 36.4%), vomiting (12.8% to 23.1%), and diarrhea (21.3% to 27.4%) across different doses [4][8] - Treatment discontinuation rates due to adverse events were 6.1% for 6 mg, 10.6% for 12 mg, and 10.6% for 36 mg, compared to 4.6% for placebo, indicating a balanced overall treatment discontinuation rate [4][8] Regulatory Pathway - With the completion of the ATTAIN-2 trial, Eli Lilly is prepared to initiate global regulatory submissions for orforglipron, aiming to provide a convenient, once-daily oral treatment option for obesity and type 2 diabetes [1][4][6] Clinical Trial Details - The ATTAIN-2 trial was a 72-week, randomized, double-blind, placebo-controlled study involving over 1,600 participants across multiple countries, focusing on the efficacy and safety of orforglipron [7][8]
Pfizer's Credibility Discount: A Clear Buying Opportunity
Seeking Alpha· 2025-08-26 04:41
Group 1 - Pfizer's stock is currently facing a significant credibility discount due to the near-total loss of its $5.4 billion acquisition of Global Blood Therapeutics in 2022 [1] - The failure of this acquisition has contributed to the negative perception of Pfizer in the stock market [1] Group 2 - The article highlights the importance of a comprehensive and fundamental approach to investment analysis, emphasizing the need to identify hidden gems in the market [1]
【机构调研记录】诺安基金调研星网锐捷、锐捷网络等6只个股(附名单)
Zheng Quan Zhi Xing· 2025-08-26 00:09
Group 1 - Noan Fund recently conducted research on six listed companies, focusing on their growth strategies and market opportunities [1] - StarNet Ruijie is emphasizing optical communication in the telecommunications sector, with significant revenue growth expected from its collaboration with domestic operators [1] - Ruijie Network's data center product revenue is primarily driven by internet clients, with a notable increase in overseas business revenue [1] - Baile Tianheng is advancing multiple clinical trials for cancer treatments and aims to become a leading player in oncology within five years [2] - Stanley achieved steady growth in revenue and profit, driven by improved product structure and effective pricing strategies in the compound fertilizer sector [2] Group 2 - Chip Origin is providing customized hardware and software solutions in the AI field, with a high percentage of R&D personnel and a focus on enhancing chip customization capabilities [3] - Cambridge Technology is expanding its production capacity for 800G series products, with plans for further expansion supported by self-funding and potential financing [4]
Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of September 30, 2025 in Novo Nordisk A/S Lawsuit – NVO
GlobeNewswire News Room· 2025-08-25 21:54
Core Viewpoint - A class action securities lawsuit has been filed against Novo Nordisk A/S, alleging securities fraud that negatively impacted investors between May 7, 2025, and July 28, 2025 [1][2]. Group 1: Allegations and Impact - The lawsuit claims that Novo Nordisk made misleading statements about its growth potential, particularly regarding the compounded GLP-1 market and the likelihood of patients switching to its branded products [2]. - On July 29, 2025, Novo announced a reduction in its sales and profit outlook for the second half of 2025, attributing this to lower growth expectations for its products Wegovy and Ozempic, as well as competition and market expansion issues [2]. - Following this announcement, Novo's stock price plummeted from $69.00 per share on July 28, 2025, to $53.94 per share on July 29, 2025, marking a decline of approximately 21.83% in one day [2]. Group 2: Legal Proceedings - Investors who suffered losses during the specified timeframe have until September 30, 2025, to request appointment as lead plaintiff in the lawsuit [3]. - Participation in the lawsuit does not require investors to incur any out-of-pocket costs or fees [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4].
ROSEN, A LONGSTANDING LAW FIRM, Encourages Novo Nordisk A/S Investors to Secure Counsel Before Important Deadline in Securities Class Action - NVO
GlobeNewswire News Room· 2025-08-25 21:02
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Novo Nordisk A/S securities between May 7, 2025, and July 28, 2025, of the September 30, 2025, deadline to become lead plaintiffs in a class action lawsuit [1] Group 1: Class Action Details - A class action lawsuit has been filed against Novo Nordisk, and investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1][2] - Investors wishing to serve as lead plaintiffs must file a motion with the Court by September 30, 2025 [2] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time and being ranked No. 1 for securities class action settlements in 2017 [3] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3] Group 3: Case Allegations - The lawsuit alleges that Novo Nordisk provided misleading statements about its growth potential while concealing material adverse facts [4] - It is claimed that the company overstated its potential in the GLP-1 market and the likelihood of patients switching to its branded alternatives, leading to investor damages when the truth was revealed [4]
Essa Pharma Inc. Clarifies Nasdaq Due Bill Trading for Previously Announced Cash Distribution
Prnewswire· 2025-08-25 19:54
SOUTH SAN FRANCISCO, Calif and VANCOUVER, BC, Aug. 25, 2025 /PRNewswire/ -- ESSA Pharma Inc. ("ESSA," or the "Company") (NASDAQ: EPIX) announced on August 14, 2025 that, in connection with the Company's previously announced return of capital distribution in the aggregate amount of US$80,000,000 (the "Distribution") to the holders of common shares of the Company ("Common Shares" and the holders of such Common Shares, the "Shareholders") as part of the discontinuance and winding-up of the business of the Comp ...
Corcept Shares Rise 39.6% in YTD: How Should You Play the Stock?
ZACKS· 2025-08-25 19:06
Core Insights - Corcept Therapeutics (CORT) has shown a strong performance in 2025, with shares increasing by 39.6%, significantly outperforming the industry average of 10.2% [1][7] - The company's lead pipeline candidate, relacorilant, is progressing towards potential FDA approval for Cushing's syndrome by December 2025, which is expected to enhance growth prospects [2][3] Pipeline Developments - Corcept submitted a new drug application (NDA) for relacorilant to the FDA for treating hypercortisolism in December 2024, which was accepted in March 2025 [3][7] - The NDA is supported by positive data from the GRACE study and phase III GRADIENT study, indicating strong efficacy for relacorilant [4] - A second NDA was submitted for relacorilant in combination with nab-paclitaxel for platinum-resistant ovarian cancer, based on positive phase III ROSELLA study results [5][8] Financial Performance - Korlym, the only marketed product, generated sales of $351.6 million in the first half of 2025, reflecting a year-over-year increase of approximately 13.2% [12] - Full-year 2025 sales for Korlym are estimated at $857.1 million, indicating a nearly 27% increase year-over-year [12] - The company has lowered its total revenue guidance for 2025 to a range of $850-$900 million, down from the previous estimate of $900-$950 million [13] Valuation Metrics - Corcept's shares are trading at a price-to-sales (P/S) ratio of 11.83, which is significantly higher than the industry average of 2.42 and above its five-year mean of 7.52 [14] - The Zacks Consensus Estimate for 2025 earnings per share (EPS) has decreased from $1.39 to $1.21, with 2026 EPS estimates also declining from $2.08 to $1.84 [16] Future Outlook - The potential approval of relacorilant is anticipated to broaden the patient base and positively impact stock performance in future quarters [17] - However, the reliance on Korlym for revenue remains a concern, and any regulatory or developmental setbacks could adversely affect the company's growth prospects [17][18]
MannKind, Backed By Blackstone, Expands Cardiorenal Focus With $360 Million Deal
Benzinga· 2025-08-25 17:57
Core Insights - MannKind Corporation has agreed to acquire scPharmaceuticals Inc. for a deal value of up to approximately $360 million, or $5.35 per share, marking a strategic expansion into cardiorenal medicine [1] - The acquisition is supported by MannKind's recent $500 million strategic financing agreement with Blackstone [1] Company Overview - ScPharmaceuticals markets Furoscix, an FDA-approved on-body infuser for treating fluid overload in adult patients with chronic heart failure and chronic kidney disease, with a total addressable market opportunity exceeding $10 billion in the U.S. [2] - For the six months ended June 30, scPharmaceuticals reported net sales of $27.8 million, reflecting a 96% year-over-year increase [2] Product Development - The Furoscix ReadyFlow Autoinjector is expected to submit a supplemental New Drug Application in Q3 2025, aiming to reduce treatment time from five hours to less than 10 seconds [3] Strategic Goals - MannKind's CEO highlighted that the acquisition expands patient-centered brands and demonstrates the company's commitment to innovative therapies for cardiometabolic and orphan lung diseases, with expectations for double-digit growth over the next decade [4] - The combined company will own Afrezza, Furoscix, and V-Go, with an annualized run rate of over $370 million based on second-quarter 2025 earnings [4] Market Reaction - Following the acquisition announcement, scPharmaceuticals' stock rose by 15.36% to $5.59, while MannKind's stock decreased by 4.50% to $3.93 [5] Pipeline Advancements - MannKind is advancing a late-stage pipeline that includes inhaled Clofazimine (MNKD-101) for nontuberculous mycobacterial lung disease and Nintedanib DPI (MNKD-201), which is expected to initiate a phase 2 clinical trial for idiopathic pulmonary fibrosis by the end of 2025 [6]
X @Ash Crypto
Ash Crypto· 2025-08-25 16:23
BREAKING: 🇺🇸 TRUMP SAID HE WILL BE REDUCING DRUG PRICES IN US BY 1500%. ...
PGEN Stock Surges 144% in August on FDA Nod for Rare Lung Disease Drug
ZACKS· 2025-08-25 16:06
Core Insights - Precigen, Inc. (PGEN) shares surged 144.4% in August following FDA approval of Papzimeos for recurrent respiratory papillomatosis (RRP), marking a significant milestone as the first FDA-approved treatment for adults with this condition [1][6][4] - The drug, developed using Precigen's AdenoVerse platform, is a non-replicating adenoviral vector immunotherapy administered through four subcutaneous injections over 12 weeks, and has received breakthrough therapy and orphan drug designations from the FDA [2][4] - Year-to-date, PGEN's stock has increased by 273.2%, significantly outperforming the industry growth of 4.3% [5] FDA Approval Details - The FDA granted full approval for Papzimeos based on a pivotal phase I/II study, which demonstrated that 51% of patients achieved a complete response, eliminating the need for surgeries for 12 months post-treatment [4][6] - The approval means no confirmatory study is required, which has positively influenced investor sentiment [7] Market Strategy - Precigen plans to launch Papzimeos commercially, emphasizing the establishment of the therapy as the standard of care for adults with RRP [9] - The company has introduced Papzimeos SUPPORT, a patient services platform aimed at facilitating insurance processes and ensuring access to treatment, which is expected to enhance adoption and revenue growth [9] Competitive Landscape - Inovio (INO) is also developing a treatment for RRP, with plans to submit a rolling biologics license application for INO-3107 by the end of the year, supported by positive phase I/II study data [10][12] - Similar to Papzimeos, INO-3107 has received breakthrough therapy and orphan drug designations from the FDA [12]