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ImmunityBio, Inc. (IBRX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-16 20:45
PresentationGood morning, everyone, and welcome to the last day of the 2026 J.P. Morgan Healthcare Conference. My name is Ben Davis. I'm an associate with the Healthcare Investment Banking team at JPMorgan. And I'm pleased to introduce Richard Adcock, CEO; and David Sachs, CFO of ImmunityBio. Richard will be running through his presentation, after which we'll have some time for questions and answers.Richard AdcockPresident, CEO & Director Thank you. Thanks for everybody being here, and thanks, [ Benjamin ] ...
VTGN Investors Have Opportunity to Lead Vistagen Therapeutics, Inc. Securities Fraud Lawsuit with the Schall Law Firm
Businesswire· 2026-01-16 20:42
LOS ANGELES--(BUSINESS WIRE)---- $VTGN--VTGN Investors Have Opportunity to Lead Vistagen Therapeutics, Inc. Securities Fraud Lawsuit with the Schall Law Firm. ...
Tiziana Life Sciences announces closing of oversubscribed $8.8M offering
Proactiveinvestors NA· 2026-01-16 20:02
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
The Weakest Links Within The AI Bubble
Seeking Alpha· 2026-01-16 19:33
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .The equity markets have largely muddled along in the first two weeks of 2026, which has largely consisted of directionless trading to this point. This comes after three-plus years of outsized gains from the major indexes. Most of this p ...
Recursion Pharmaceuticals (NasdaqGS:RXRX) FY Conference Transcript
2026-01-16 18:47
Recursion Pharmaceuticals FY Conference Summary Company Overview - Recursion Pharmaceuticals operates in the biotechnology sector, focusing on integrating AI and automation into drug discovery and development, differentiating itself from over 1,000 biotech companies by pursuing a balanced business model rather than a binary risk model [4][5] - The company has generated over 45 petabytes of proprietary data, which is a significant differentiator in its operations [5][6] Leadership Transition - A recent leadership transition occurred with Chris stepping down as CEO to become Chairman, succeeded by Najat Khan, who previously led R&D operations [7][10] - The mission and vision of the company remain unchanged, focusing on improving the probability of success in drug development [9][10] Cost Management and Efficiency - The company has implemented a 35% reduction in projected spending for 2024, amounting to over $200 million in cost savings [12] - Emphasis on operational discipline and cash management is a key focus under the new leadership [12][13] Market Dynamics - The biotechnology industry is evolving with a shift towards data-driven strategies, particularly in large pharmaceutical companies [14][15] - Recursion is positioned as a pioneer in utilizing AI to create and analyze data, addressing the vast untapped potential in the remaining 90% of biology [15][16] Data and Modeling Capabilities - Recursion has developed a unique in-house data generation capability, creating a consistent format for data that enhances its modeling systems [21][22] - The company emphasizes the importance of creating drug-like molecules that are manufacturable and cost-effective [24][25] Partnerships and Financials - Recursion has secured over $500 million from partnerships, with significant milestones achieved, particularly with Sanofi and Roche [6][28] - The company has favorable economics in its partnerships, with potential milestones and royalties structured to provide substantial revenue [30][31] Clinical Programs and Pipeline - The company is advancing several clinical programs, including REC-4881 for familial adenomatous polyposis (FAP), which has shown promising results in reducing polyp burden [34][36] - The REC-617 program is also highlighted, with multiple drugs expected to have important data points in the next 12-18 months [39][40] Regulatory Engagement - Positive discussions with the FDA are ongoing, with a focus on leveraging AI and data in regulatory processes [38] Cash Management and Operational Strategy - Recursion expects to end 2025 with $755 million in cash, providing a runway into 2027, with a focus on efficient cash use for program development [41][42] - The company employs an outcomes-based model to measure spending and resource allocation effectively [42][43] M&A Considerations - While Recursion does not need to pursue M&A, it remains open to opportunities that align with its platform and capabilities [49][51] Conclusion - Recursion Pharmaceuticals is at a pivotal point in its development, leveraging AI and data to drive innovation in drug discovery while maintaining a disciplined approach to cost management and operational efficiency [10][12][13]
Incyte: Buy For The Turnaround, Stay For The Pipeline (NASDAQ:INCY)
Seeking Alpha· 2026-01-16 18:34
Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure:I/we ...
Incyte: Buy For The Turnaround, Stay For The Pipeline
Seeking Alpha· 2026-01-16 18:34
Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure:I/we ...
Genmab Announces Topline Results for Epcoritamab (DuoBody® CD3xCD20) from Phase 3 EPCORE® DLBCL-1 Trial in Patients with Relapsed/Refractory Diffuse Large B-cell Lymphoma (DLBCL)
Globenewswire· 2026-01-16 18:30
Company Announcement Based on the topline results from the EPCORE® DLBCL-1 trial, Genmab will engage global regulatory authorities to discuss next steps COPENHAGEN, Denmark; January 16, 2026 – Genmab A/S (Nasdaq: GMAB) today announced topline results from the Phase 3 EPCORE DLBCL-1 trial evaluating epcoritamab, a T-cell engaging bispecific antibody administered subcutaneously, which demonstrated an improvement in progression-free survival (PFS) (HR: 0.74 [95% CI 0.60 to 0.92])* in patients treated with epc ...
Travere Therapeutics ALERT: Securities Fraud Investigation by Block & Leviton Could Allow TVTX Investors to Recover Losses
TMX Newsfile· 2026-01-16 18:20
Boston, Massachusetts--(Newsfile Corp. - January 16, 2026) - Block & Leviton is investigating Travere Therapeutics, Inc. (NASDAQ: TVTX) for potential securities law violations. Investors who have lost money in their Travere Therapeutics, Inc. investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/tvtx.What is this all about?Shares of Travere Therapeutics were halted from trading after falling more than 30% in intrad ...
Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Vistagen Therapeutics, Inc. (VTGN)
Globenewswire· 2026-01-16 18:17
NEW YORK, Jan. 16, 2026 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Northern District of California on behalf of all persons or entities who purchased or otherwise acquired Vistagen Therapeutics, Inc. (“Vistagen” or the “Company”) (NASDAQ: VTGN) securities between April 1, 2024 and December 16, 2025. The Complaint alleges that Defendants provided overwhelmingly positive statements to investors while ...