他曾任 Shire PLC (“Shire”) 特殊药品业务部前总裁，拥有超过 30 年涵盖神经科学、罕见疾病及特殊药品领域的丰富经验，并曾在 Astra-Merck 与 AstraZeneca PLC 担任高管职务作为领导者，他在中枢神经系统 (“CNS”) 领域项目中，于晚期临床研发、全球商业化及资本筹集方面拥有公认的成功经验此次任命正值 Helus Pharma 推动研发管线迈向关键临床里程碑，包括预计本季度发布的 HLP004 II 期数据与预计今年晚些时候发布的 HLP003 III 期顶线数据 本新闻稿构成该公司于 2025 年 12 月 30 日发布的补充招股书中所指的“指定新闻稿”；该补充招股书作为公司 2025 年 9 月 17 日发布的简式基础储架招股说明书的补充，已于 2025 年 12 月 19 日完成修订。 波士顿和多伦多, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Helus PharmaTM (“Helus”) (Nasdaq: HELP) (Cboe CA: HELP) 是一家临床阶段制药公司，致力于通过开发新型血清素能激动剂 (“NSAs”) 推动心 ...

Core Insights - AstraZeneca reported fourth-quarter 2025 core earnings of $2.12 per share, missing the Zacks Consensus Estimate of $2.18 per share, with a 1% year-over-year increase on a reported basis but a 2% decline on a constant exchange rate (CER) [1] - Total revenues reached $15.5 billion, a 4% increase on a reported basis and 2% at CER, but fell short of the Zacks Consensus Estimate of $15.78 billion [1] Product Sales & Alliance Revenues - Product sales increased by 7% to $14.54 billion, while alliance revenues rose 33% to $959 million, driven by growth from partnered medicines [3] - Key oncology drugs such as Tagrisso and Imfinzi contributed significantly to revenue growth, with Tagrisso generating $1.9 billion (up 10%) and Imfinzi at $1.75 billion (up 37%) [5][7] Segment Performance - In the CVRM segment, Farxiga recorded product sales of $2.06 billion (up 2%), while Brilinta/Brilique sales fell 54% to $158 million due to generic competition [11][12] - In the R&I segment, Symbicort sales rose 2% to $704 million, and Fasenra sales increased by 10% to $530 million, although Fasenra missed estimates [13][14] Guidance and Future Outlook - AstraZeneca expects mid-to-high single-digit revenue growth and low double-digit core EPS growth for 2026 [19][20] - The company aims to achieve $80 billion in total revenues by 2030 and plans to launch 20 new medicines, with many expected to generate over $5 billion in peak-year revenues [24] Stock Performance - Despite missing fourth-quarter estimates, AstraZeneca's shares rose around 2% in pre-market trading, likely due to its positive outlook for 2026 [23]

Core Viewpoint - Helus Pharma has appointed Michael Cola as CEO to lead the company through pivotal clinical milestones in its mental health therapy pipeline, focusing on novel serotonergic agonists [2][3][4]. Company Overview - Helus Pharma, a clinical stage pharmaceutical company, is dedicated to developing novel serotonergic agonists aimed at treating mental health disorders such as depression and anxiety [8][9]. - The company has filed over 350 patent applications globally and holds more than 100 granted patents, indicating a strong intellectual property position [3]. Leadership Appointment - Michael Cola's appointment as CEO is seen as crucial for advancing Helus's pipeline, particularly with upcoming Phase 2 data for HLP004 and Phase 3 topline data for HLP003 [3][6]. - Cola has over 30 years of experience in neuroscience and pharmaceuticals, having previously led significant growth initiatives at Shire and other companies [4][5]. Clinical Development - Helus is advancing HLP003, which is in Phase 3 for major depressive disorder and has received Breakthrough Therapy Designation from the FDA, and HLP004, currently in Phase 2 for generalized anxiety disorder [9]. - The company aims to improve treatment outcomes for serious mental health disorders through its differentiated pipeline of NSAs [9]. Market Position and Strategy - The company is focused on global regulatory engagement and long-term commercial planning as it transitions from early clinical development to later-stage execution [3]. - Cola's leadership is expected to enhance the company's ability to translate scientific advancements into effective therapies and shareholder value [4][5].

Summary of Phathom Pharmaceuticals Conference Call Company Overview - **Company**: Phathom Pharmaceuticals - **Product**: VOQUEZNA, a first-in-class P-CAB approved for gastroesophageal reflux disease (GERD) treatment - **Market Focus**: Targeting patients who are refractory to traditional PPI therapies Key Points and Arguments Commercial Strategy and Market Focus - Phathom has pivoted its commercial strategy to focus more on the gastroenterology (GI) community, which is where the majority of patients experiencing significant GERD symptoms are referred [4][6] - The company aims to target the 20 million PPI prescriptions written within GI practices, with a current penetration of approximately 3% [10][11] - The goal is to increase penetration to 20%-30% within the GI community, potentially generating $1 billion in revenue from this segment alone [12] Financial Performance - Revenue growth has been significant, with $10 million increases from Q1 to Q2 and Q2 to Q3, reaching $49.5 million in Q3 [7][8] - Operating expenses were reduced from $98 million in Q1 to $49 million in Q3, achieving a 50% cut in cash operating expenses [8] - The company expects to reach positive operating profit by 2026, focusing on cash basis excluding stock compensation and interest expenses [9] Sales Force Realignment - The sales force has been realigned to focus 70% of their time on gastroenterologists, shifting from a previous 70/30 split favoring primary care [20][27] - Territories have been remapped to optimize call frequency on gastroenterologists, allowing for better engagement and education about VOQUEZNA [29] Adoption and Utilization - Adoption patterns among physicians are gradual, with initial focus on patients who have failed multiple PPI therapies [18][19] - The company tracks physician prescribing frequency to reinforce habits and increase script volume [45][46] - There is a strong emphasis on patient feedback to encourage physician adoption, as patients report significant improvements in their symptoms [32][66] Medicare and Patient Access - The introduction of Medicare coverage has positively impacted prescription volumes, with a notable increase in cash prescriptions due to the availability of the Blink patient assistance platform [48][56] - The company is tracking both covered and cash prescriptions separately, with cash prescriptions growing since the Medicare rollout [49][56] Future Opportunities - Phathom is initiating a clinical trial for eosinophilic esophagitis (EOE), which could lead to additional market opportunities and an extension of exclusivity for VOQUEZNA [67][70] - Successful trials could result in a six-month exclusivity extension, potentially delaying generic competition until late 2033 or 2034 [70] Additional Important Insights - The company has implemented financial discipline in its spending, which is expected to support future profitability [72] - The transformative effect of VOQUEZNA on patient quality of life is a key selling point that is expected to drive further adoption among physicians [33][66]

Core Insights - Astrazeneca (AZN) is projected to report quarterly earnings of $1.10 per share, a 6.8% increase year-over-year, with revenues expected to reach $13.68 billion, reflecting a 7.9% year-over-year growth [1] Earnings Projections - There have been no revisions in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [1] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [2] Key Metrics Estimates - Analysts predict 'BioPharmaceuticals- CVRM- Crestor- World' will reach $294.03 million, a -1% change year-over-year [4] - The estimate for 'BioPharmaceuticals- CVRM- Seloken/Toprol-XL- World' is $154.45 million, indicating a -6.4% change [4] - 'Oncology- Zoladex- World' is estimated at $268.24 million, reflecting a -2.8% change [4] Additional Product Estimates - 'Oncology- Tagrisso- World' is expected to reach $1.67 billion, a +4.6% change year-over-year [5] - The consensus for 'BioPharmaceuticals- CVRM- Crestor- U.S.' stands at $8.31 million, indicating a -16.9% change [5] - 'Other Medicines- Nexium- U.S.' is projected at $19.28 million, suggesting a -12.4% change [5] Further Product Insights - 'BioPharmaceuticals- R&I- Fasenra- U.S.' is forecasted to reach $220.22 million, a +4.9% change [6] - 'BioPharmaceuticals- CVRM- Brilinta- U.S.' is estimated at $133.59 million, indicating an -18% change [6] - 'Oncology- Lynparza- U.S.' is projected at $302.67 million, reflecting a +5.1% change [6] Oncology Product Forecasts - 'Oncology- Imfinzi- U.S.' is expected to come in at $719.14 million, a +23.6% change year-over-year [7] - 'Oncology- Calquence- U.S.' is projected at $493.39 million, indicating a -0.1% change [7] - 'BioPharmaceuticals- CVRM- Farxiga- U.S.' is estimated to reach $489.15 million, reflecting a +3% change [7] Stock Performance - Astrazeneca shares have decreased by -5.8% over the past month, compared to a -5.1% change in the Zacks S&P 500 composite [8] - With a Zacks Rank 3 (Hold), AZN is expected to perform in line with the overall market in the near future [8]