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Incyte: Riding Jakafi, Bracing For Generic Headwinds (NASDAQ:INCY)
Seeking Alpha· 2025-11-27 06:11
In my opinion, Incyte Corporation ( INCY ) is one of the most interesting businesses in biopharmaceuticals for fans of value investing. High revenue growth rates, high business margins compared to sectoral competitors, and aHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every fin ...
Incyte: Riding Jakafi, Bracing For Generic Headwinds
Seeking Alpha· 2025-11-27 06:11
Core Insights - Incyte Corporation (INCY) is highlighted as a compelling investment opportunity within the biopharmaceutical sector, particularly for value investors due to its high revenue growth rates and superior business margins compared to competitors [1]. Group 1: Company Performance - Incyte exhibits high revenue growth rates, making it an attractive option for investors [1]. - The company maintains high business margins relative to its sectoral competitors, indicating strong operational efficiency [1].
HUTCHMED Highlights Clinical Data to be Presented at the 2025 ESMO Asia Congress and the 2025 ASH Annual Meeting
Globenewswire· 2025-11-27 00:00
Core Insights - HUTCHMED will present new and updated data from several studies at the upcoming ESMO Asia Congress 2025 and ASH Annual Meeting, showcasing its commitment to advancing cancer therapies [1][2][3] Group 1: Upcoming Presentations - A first-in-human study of HMPL-A83, an anti-CD47 monoclonal antibody, will be presented, focusing on advanced solid tumors [2] - The phase II results of the FRUSICA-2 study, evaluating the combination of fruquintinib and sintilimab for renal cell carcinoma, will also be shared [2] - Surufatinib's phase II results in combination with camrelizumab and chemotherapy for metastatic pancreatic cancer will be reported [2] Group 2: Specific Study Details - HMPL-A83 presentation details include a mini oral session on December 7, 2025, led by Ye Guo [2] - Fruquintinib's results will be presented by Shanshan Wang on December 5, 2025, in a proffered paper session [2] - Surufatinib's study will be displayed as a poster by Shukui Qin [2] Group 3: Additional Studies - Several investigator-initiated studies will also be presented, including combinations of fruquintinib with other treatments for metastatic colorectal cancer [3] - The final analysis of the ESLIM-01 study on sovleplenib for chronic primary immune thrombocytopenia will be presented at the ASH Annual Meeting [3] Group 4: Product Information - Fruquintinib is a selective oral inhibitor of VEGFRs, co-developed by HUTCHMED and Eli Lilly, marketed as ELUNATE in China [4] - HMPL-A83 is a humanized anti-CD47 monoclonal antibody that disrupts cancer cells' immune evasion [5] - Savolitinib is a selective MET tyrosine kinase inhibitor developed by AstraZeneca and HUTCHMED, marketed as ORPATHYS [6] - Surufatinib is an oral angio-immuno kinase inhibitor marketed as SULANDA in China [7] - Sovleplenib is a selective small molecule inhibitor targeting Syk, with potential applications in B-cell lymphomas [8]
Beyond Air® Announces Transition of Chief Financial Officer
Globenewswire· 2025-11-26 21:30
Launched search for permanent successorGARDEN CITY, N.Y., Nov. 26, 2025 (GLOBE NEWSWIRE) -- Beyond Air, Inc. (NASDAQ: XAIR) (“Beyond Air” or the “Company”), a commercial stage medical device and biopharmaceutical company focused on harnessing the power of nitric oxide (NO) to improve the lives of patients, today announced that Doug Larson has resigned as Chief Financial Officer to pursue another opportunity. Mr. Larson will continue to serve as CFO through December 5, 2025, at which time the CFO responsibil ...
Vera Therapeutics Appoints Veteran Biotech Executive James R. Meyers to its Board of Directors
Globenewswire· 2025-11-26 21:05
BRISBANE, Calif., Nov. 26, 2025 (GLOBE NEWSWIRE) -- Vera Therapeutics, Inc. (Nasdaq: VERA), a late clinical-stage biotechnology company focused on developing and commercializing transformative treatments for patients with serious immunological diseases, today announced the appointment of James R. Meyers, an accomplished biopharmaceutical executive with over three decades of commercial leadership experience to Vera Therapeutics’ Board of Directors. "We are thrilled to welcome Jim to our Board of Directors at ...
Nuvation Bio to Participate in Upcoming Investor Conferences
Businesswire· 2025-11-26 21:05
NEW YORK--(BUSINESS WIRE)--Nuvation Bio Inc. (NYSE: NUVB), a global oncology company focused on tackling some of the toughest challenges in cancer treatment, today announced that David Hung, M.D., Founder, President, and Chief Executive Officer of Nuvation Bio, and Philippe Sauvage, Chief Financial Officer of Nuvation Bio, will participate in fireside chats at two upcoming investor conferences: 8th Annual Evercore Healthcare Conference on Tuesday, December 2, 2025, at 9:35 a.m. ET in Miami, FL. ...
Mineralys Therapeutics Reports Inducement Award Under Nasdaq Listing Rule 5635(c)(4)
Globenewswire· 2025-11-26 21:05
RADNOR, Pa., Nov. 26, 2025 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (Nasdaq: MLYS), a clinical-stage biopharmaceutical company focused on developing medicines to target hypertension and related comorbidities such as chronic kidney disease (CKD), obstructive sleep apnea (OSA) and other diseases driven by dysregulated aldosterone, announced today that on November 24, 2025, the Compensation Committee of Mineralys’ Board of Directors granted an inducement stock option award covering 146,000 shares of Mi ...
IO Biotech Announces Participation in Upcoming December Investor Conferences
Globenewswire· 2025-11-26 15:46
Core Insights - IO Biotech is participating in two upcoming healthcare conferences, the Evercore Healthcare Conference and the Piper Sandler Healthcare Conference, where key executives will engage with investors [1][2]. Company Overview - IO Biotech is a clinical-stage biopharmaceutical company focused on developing immune-modulatory, off-the-shelf therapeutic cancer vaccines using its T-win® platform, which aims to activate T cells to target tumor cells and immune-suppressive cells in the tumor microenvironment [3]. - The company is advancing its lead cancer vaccine candidate, Cylembio®, through clinical trials, along with additional candidates in preclinical development [3]. - IO Biotech is headquartered in Copenhagen, Denmark, with a US office located in New York, New York [3].
MoonLake Immunotherapeutics' (MLTX) Stock Crashes 90%, Triggers Lawsuit After Reported Phase 3 Trial Data for Sole Drug Candidate -- Hagens Berman
Prnewswire· 2025-11-26 13:50
Accessibility StatementSkip Navigation SAN FRANCISCO, Nov. 26, 2025 /PRNewswire/ -- MoonLake Immunotherapeutics (NASDAQ: MLTX), a clinical-stage biotechnology company, has been hit with a securities fraud class action lawsuit after its share price plummeted nearly 90% in a single day. The sharp decline was triggered by the release of disappointing Phase 3 trial results for its lead and only drug candidate, sonelokimab (SLK). Global plaintiffs' rights firm Hagens Berman is actively investigating the alleged ...
Vistagen Reports Findings on PH80's Brain and Autonomic Effects in Women with Menopausal Hot Flashes at The Menopause Society 2025 Annual Meeting
Businesswire· 2025-11-26 13:30
SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Vistagen (Nasdaq: VTGN), a late clinical-stage biopharmaceutical company pioneering neuroscience with nose-to-brain neurocircuitry to develop and commercialize a new class of intranasal product candidates called pherines, presented exploratory data at The Menopause Society 2025 Annual Meeting in Orlando, Florida. These findings demonstrate PH80's potential as a rapidly-acting pherine product candidate for treating vasomotor symptoms (hot flashes) du. ...