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Will ANIP's Rare Disease Franchise Maintain Momentum in 2026?
ZACKS· 2026-01-02 15:56
Core Insights - ANI Pharmaceuticals' rare disease franchise, particularly the ACTH-based injection Cortrophin Gel, has driven significant growth in 2025, with sales increasing by 70% year over year to $236 million in the first nine months [1][8] - The company anticipates that its rare disease business will account for half of its total net revenues in 2025, with Cortrophin Gel sales projected to reach between $347 million and $352 million, reflecting a year-over-year growth of 75-78% [3][8] Sales Performance - Cortrophin Gel's sales growth is supported by an expanded sales force in neurology, rheumatology, and nephrology, as well as synergies from the integrated ophthalmology sales team [1] - The third quarter saw continued growth in prescriptions for the prefilled syringe, which constituted approximately 70% of newly initiated cases, with acute gouty arthritis flares being a significant contributor, accounting for over 15% of overall Cortrophin Gel utilization [2] Competitive Landscape - ANI's ophthalmology products, Iluvien and Yutiq, face competition from major pharmaceutical companies such as AbbVie and Regeneron, with AbbVie's Ozurdex and Regeneron's Eylea being direct competitors [5][6] - The primary competitor to Cortrophin Gel is Acthar Gel, marketed by Keenova Therapeutics, which has also raised its sales outlook for 2025, now expecting growth of 30-35% [6] Financial Performance - ANI Pharmaceuticals' shares have increased by 42.3% over the past year, outperforming the industry growth of 17.6% [7] - The company is currently trading at a premium valuation, with a price/sales (P/S) ratio of 2.04, compared to the industry average of 1.92 [9] Earnings Estimates - EPS estimates for 2025 and 2026 have seen upward revisions over the last 60 days, indicating positive market sentiment [11]
Pfizer (PFE) Navigates Patent Losses With Strategic Cost Controls, BMO Capital Reaffirms Outperform Rating
Yahoo Finance· 2026-01-02 15:50
Core Viewpoint - Pfizer Inc. is considered one of the best stocks under $25 to buy now, despite a cautious outlook for 2026, with BMO Capital reaffirming an Outperform rating and a $30 price target [1]. Financial Projections - Pfizer anticipates adjusted profit to be between $2.80 and $3 per share for the upcoming year [1]. - The company's revenue is expected to be flat, ranging from $59.5 billion to $62.5 billion, compared to the updated 2025 sales forecast of $62 billion [1]. - A year-over-year reduction in sales of $1.5 billion is forecasted due to certain medications losing market exclusivity [2]. Market Dynamics - Pfizer's pneumonia vaccination Prevnar is facing increased competition, impacting sales [2]. - The softer 2026 projection is primarily driven by uncertainty in the Covid business, which is expected to decline by 23% year-over-year to around $5 billion in total revenue [2]. Strategic Initiatives - Future discussions are expected to focus on Pfizer's recent acquisition of Metsera and ongoing cost-saving efforts, which have already surpassed 2025 projections [3]. - Pfizer operates as a global biopharmaceutical company, focusing on wellness, prevention, treatment, and cures in both developing and emerging markets [3].
Here's How VKTX's Obesity Drug Is Moving Quickly Through Phase III
ZACKS· 2026-01-02 15:07
Core Insights - Viking Therapeutics (VKTX) is advancing its late-stage obesity candidate VK2735, a dual GLP-1 and GIP receptor agonist, through multiple clinical studies for obesity treatment [1][2] Group 1: Clinical Development - VKTX is conducting two late-stage studies, VANQUISH-1 and VANQUISH-2, evaluating the SC version of VK2735 over a 78-week treatment period [2] - Enrollment in the VANQUISH-1 study has been completed with approximately 4,650 patients, exceeding the target of 4,500 patients, while nearly 1,100 patients are expected to be enrolled in VANQUISH-2 by the end of this quarter [3][11] Group 2: Market Dynamics - The rapid enrollment in VKTX's studies indicates strong demand for VK2735, reflecting high patient and physician enthusiasm, which could lead to significant commercial potential if the drug proves effective [4] - The obesity market in the U.S. is projected to reach $100 billion by 2030, with Eli Lilly and Novo Nordisk already generating substantial revenue from their obesity drugs [5] Group 3: Competitive Landscape - Novo Nordisk has received FDA approval for the oral version of Wegovy, enhancing patient adherence due to its convenience, while Eli Lilly is pursuing approval for its oral candidate, orforglipron [6][7] - Both companies are investing in next-generation obesity therapies, with Eli Lilly developing retatrutide and Novo Nordisk advancing amycretin, indicating a competitive landscape that is evolving rapidly [8][9] Group 4: Financial Performance - VKTX shares have underperformed the industry over the past year, trading at a premium with a price-to-book value (P/B) ratio of 5.58 compared to the industry average of 3.61 [12][14] - Estimates for VKTX's loss per share for 2025 and 2026 have widened recently, indicating potential challenges ahead [16]
Ironwood Pharmaceuticals, Baidu, Vertiv Holdings And Other Big Stocks Moving Higher On Friday - Aimei Health Technology (NASDAQ:AFJK), Astera Labs (NASDAQ:ALAB)
Benzinga· 2026-01-02 15:04
Core Insights - U.S. stocks experienced an upward trend, with the Nasdaq Composite increasing by over 1% on Friday [1] Company Highlights - Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD) saw a significant share price increase of 57.7%, reaching $5.32, following the release of its FY26 guidance [1] - Ironwood anticipates 2026 Linzess U.S. net sales between $1.125 billion and $1.175 billion, with total revenue expectations of $450 million to $475 million, and adjusted EBITDA projected to exceed $300 million [1] - Aimei Health Technology Co., Ltd (NASDAQ:AFJK) rose by 34.2% to $85.90 [3] - SELLAS Life Sciences Group, Inc. (NASDAQ:SLS) increased by 22.2% to $4.6050 after a prior gain of 14% on Wednesday [3] - Sable Offshore Corp. (NYSE:SOC) gained 20.2% to $10.94, with a Buy rating reiterated by Benchmark analyst Subash Chandra and a price target maintained at $20 [3] - T1 Energy Inc. (NYSE:TE) rose by 17.7% to $7.86 [3] - TROOPS, Inc. (NASDAQ:TROO) increased by 16.8% to $3.7400 [3] - SkyWater Technology, Inc. (NASDAQ:SKYT) saw a rise of 16.1% to $21.09 [3] - Critical Metals Corp. (NASDAQ:CRML) gained 12.2% to $7.79 [3] - Baidu, Inc. (NASDAQ:BIDU) rose by 12.1% to $146.57 after announcing a proposed spin-off and Hong Kong listing of its non-wholly owned AI unit Kunlunxin [3] - Denison Mines Corp. (NYSE:DNN) increased by 10.3% to $2.9350, reporting readiness to commence construction of its flagship Phoenix ISR project and issuing a capital cost update [3] - Sandisk Corporation (NASDAQ:SNDK) rose by 10.1% to $261.28 [3] - Corcept Therapeutics Incorporated (NASDAQ:CORT) increased by 9.2% to $37.98 [3] - Astera Labs, Inc. (NASDAQ:ALAB) gained 9.1% to $181.53 [3] - ASML Holding N.V. (NASDAQ:ASML) rose by 8.7% to $1,163.31 [3] - Fluence Energy, Inc. (NASDAQ:FLNC) gained 8.4% to $21.45 [3] - Vertiv Holdings Co (NYSE:VRT) rose by 7.4% to $174.08 after Barclays upgraded its rating from Equal-Weight to Overweight and raised its price target from $181 to $200 [3] - Intel Corporation (NASDAQ:INTC) increased by 7.1% to $39.51 [3]
UPCOMING DEADLINE: Faruqi & Faruqi Reminds Telix Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of January 9, 2026
Globenewswire· 2026-01-02 15:03
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Telix To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Telix between February 21, 2025 and August 28, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Jan. 02, 2026 (GLOBE NEWSWIRE) -- Faruqi & ...
Behind the Scenes of Eli Lilly's Latest Options Trends - Eli Lilly (NYSE:LLY)
Benzinga· 2026-01-02 15:01
Investors with a lot of money to spend have taken a bearish stance on Eli Lilly (NYSE:LLY).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LLY, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 33 ...
US Stocks Mixed; Dow Falls Over 100 Points - Baidu (NASDAQ:BIDU), ChowChow Cloud Internatio (AMEX:CHOW)
Benzinga· 2026-01-02 14:45
Market Overview - U.S. stocks showed mixed performance, with the Dow Jones index falling over 100 points, down 0.21% to 47,960.85, while NASDAQ decreased by 0.93% to 23,458.32. The S&P 500 rose by 0.36% to 6,870.03 [1] - Information technology shares increased by 1.5% on the same day [1] Sector Performance - Real estate stocks experienced a decline of 0.7% [2] Company News - Baidu Inc. (NASDAQ:BIDU) shares rose following the announcement of a proposed spinoff and separate listing of Kunlunxin (Beijing) Technology Co., Ltd. on the Hong Kong Stock Exchange [3] Commodity Market - Oil prices fell by 0.8% to $56.95, while gold prices increased by 0.9% to $4,380.20. Silver rose by 3.9% to $73.350, and copper saw a 0.5% increase to $5.7105 [6] Global Market Performance - European shares were up, with the eurozone's STOXX 600 gaining 0.6%, Spain's IBEX 35 Index rising 0.8%, and London's FTSE 100 increasing by 0.4% [7] - Asian markets closed higher, with Hong Kong's Hang Seng Index surging 2.76% and India's BSE Sensex gaining 0.67% [8] Company Stock Movements - ChowChow Cloud International Holdings Limited (NYSE:CHOW) shares surged 51% to $0.9364 after reporting year-over-year revenue and net income growth for H1 2025 [10] - Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD) shares increased by 55% to $5.24 following the issuance of FY26 guidance [10] - AgEagle Aerial Systems, Inc. (NYSE:UAVS) shares rose by 31% to $1.0743 after selling six tactical mapping drones to the U.S. Army [10] - Outlook Therapeutics, Inc. (NASDAQ:OTLK) shares dropped 56% to $0.6801 after receiving a complete response letter from the FDA regarding its biologics license application [10] - Oriental Rise Holdings Limited (NASDAQ:ORIS) shares fell 18% to $1.22 [10] - Semilux International Ltd. (NASDAQ:SELX) shares decreased by 19% to $0.66 after receiving a Nasdaq delisting notification [10]
Viatris Inc. (VTRS) Provides Updates on Four Recent Regulatory Milestones
Yahoo Finance· 2026-01-02 14:44
Viatris Inc. (NASDAQ:VTRS) is one of the top cheap stocks under $20 to buy now. On December 18, Viatris Inc. (NASDAQ:VTRS) announced four recent regulatory milestones spread across all stages of the company’s global pipeline. It stated that the FDA approved the company’s octreotide acetate for injectable suspension, which is a generic version of Sandostatin® LAR Depot and indicated for treatment in patients who have responded to and tolerated Sandostatin Injection subcutaneous injection for acromegaly, pro ...
REGN Soars 41% in Six Months: Is There More Upside Potential in 2026?
ZACKS· 2026-01-02 14:40
Core Insights - Regeneron Pharmaceuticals (REGN) has experienced a strong performance over the past six months, with shares rising 41%, significantly outperforming the industry growth of 22.4% [1][9] - The stock reached a 52-week high of $792.77 on December 24, 2025, indicating robust investor sentiment [1][9] Pipeline and Regulatory Developments - Positive developments in Regeneron's pipeline, particularly the FDA approval of Eylea HD for treating macular edema following retinal vein occlusion (RVO), have bolstered investor confidence [5][9] - Eylea HD sales in the U.S. increased by 10% in Q3 2025, driven by higher volumes and demand, which is crucial as Eylea faces competition from Roche's Vabysmo [10][11] Oncology Portfolio Growth - Regeneron's oncology franchise, led by the PD-1 inhibitor Libtayo, generated $1.03 billion in sales during the first nine months of 2025, reflecting a 21% year-over-year increase [13] - Recent label expansions for Libtayo in Europe and the U.S. enhance its market position and support long-term growth in oncology [14][15] - The FDA's accelerated approval of linvoseltamab-gcpt for multiple myeloma and Ordspono for lymphoma further strengthens Regeneron's oncology portfolio [16][17] Dupixent Sales and Market Expansion - Dupixent continues to be a significant revenue driver for Regeneron, with ongoing label expansions contributing to strong sales growth [18][23] - The recent approval for Dupixent to treat chronic spontaneous urticaria in patients aged 12 and above highlights its expanding market potential [19] Financial Performance and Valuation - Regeneron's shares currently trade at a price/earnings ratio of 22.21X forward earnings, higher than its historical mean of 19X and the large-cap pharma industry's average of 19.26X [20] - The bottom-line estimate for 2025 has decreased, while the estimate for 2026 has increased by $1.97, indicating mixed expectations for future performance [21] Strategic Outlook - Regeneron is diversifying its revenue streams through its oncology portfolio and ongoing label expansions for Dupixent, which reduces reliance on any single product [23] - The company is also exploring opportunities in the obesity market, having entered into an in-licensing agreement to expand its pipeline [24] - Recent positive momentum in the pipeline and regulatory developments has improved the overall outlook for Regeneron, making it an attractive investment opportunity [25]
INSM Stock Up 78% in 6 Months: Here's What You Need to Know
ZACKS· 2026-01-02 14:15
Core Insights - Insmed's shares have increased by 78% over the past six months, driven by strong momentum from its late-stage pipeline and robust sales from marketed drugs, enhancing investor confidence [1] Group 1: Product Approvals and Market Potential - The FDA approved brensocatib, branded as 'Brinsupri', in August 2025, making it the first approved therapy for non-cystic fibrosis bronchiectasis (NCFB) [2] - Brinsupri's approval positions Insmed to access a multi-billion-dollar market and marks the company's second marketed product, generating $28.1 million in revenues in Q3 2025 due to strong patient uptake [3] - Insmed's shares surged following the approval of Brinsupri, reflecting its strong revenue potential [7] Group 2: Financial Performance - Over the past year, Insmed's shares have surged by 149.2%, significantly outperforming the industry growth of 17.5% [4] - Arikayce, Insmed's established product, generated $314.5 million in sales in the first nine months of 2025, reflecting a 21% year-over-year increase, which alleviates near-term cash flow concerns [5] - Following the third-quarter release, Insmed raised its full-year guidance for Arikayce revenues to a range of $420 million to $430 million, up from $405 million to $425 million [8] Group 3: Pipeline Developments - Insmed faced a setback with the phase IIb BiRCh study of brensocatib in chronic rhinosinusitis without nasal polyps, which failed to meet key efficacy goals, leading to the discontinuation of this indication [9] - Despite this, Insmed is strengthening its pipeline with the addition of INS1148 for interstitial lung disease and asthma, and is evaluating brensocatib in the phase II CEDAR study for hidradenitis suppurativa, with data expected in the first half of 2026 [10] - Insmed is also progressing treprostinil palmitil inhalation powder into late-stage studies for pulmonary hypertension indications [12]