MiNK Therapeutics, Inc. INKT stock is trading higher on Friday, with a session volume of 20.2 million compared to the average volume of 7.5 million as per data from Benzinga Pro.The clinical-stage biopharmaceutical company developing allogeneic, off-the-shelf invariant natural killer T (iNKT) cell therapies announced the publication of yet another landmark case in Nature’s Oncogene describing a complete and durable remission in a patient with metastatic, treatment-refractory testicular cancer, following tre ...

Key Takeaways Opdivo led BMY's Q1 sales at $2.26B, driven by strong demand across multiple cancer indications. EC and FDA approvals expand Opdivo's use in NSCLC, HCC, and colorectal cancer treatment regimens. BMY trades at 7.37x forward earnings amid generic threats and lagging shares, down 13.9% year to date.Bristol Myers’ (BMY) growth portfolio primarily comprises Opdivo, Orencia, Yervoy, Reblozyl, Opdualag, Abecma, Zeposia, Breyanzi, Camzyos, Sotyku, Krazati and others.Among these, immuno-oncology drug ...

Key Takeaways AZN's oncology sales hit $5.6B in Q1 2025, up 13%, led by drugs like Tagrisso, Imfinzi, and Enhertu. Truqap and Datroway launches in HR HER2- breast cancer show early sales strength and FDA momentum. AZN eyes pipeline growth with late-stage drugs camizestrant and volrustomig across multiple cancer types.AstraZeneca (AZN) is one of the leading drugmakers in the oncology space. Oncology sales (comprising around 41% of AstraZeneca‘s total revenues) rose 13% in the first quarter of 2025, generat ...

Key Takeaways EXEL rose on positive STELLAR-303 results, showing OS benefit for zanzalintinib plus Tecentriq in CRC. Cabometyx sales should gain from label expansions and strong demand in RCC. EXEL raised 2024 revenue guidance by $100M, backed by Cabometyx momentum and pipeline progress.Exelixis (EXEL) has put up a stellar performance so far this year. Shares of the biotech company have rallied 35.2% in the past three months compared with the industry’s growth of 11.8%. The stock has also outperformed the ...

Other large players in the oncology space are AstraZeneca (AZN) , Merck (MRK) and Bristol-Myers (BMY) For AstraZeneca, oncology sales now comprise around 41% of total revenues. Sales in its oncology segment rose 13% in the first quarter of 2025. AstraZeneca's strong oncology performance was driven by medicines such as Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo). Key Takeaways Pfizer (PFE) has committed significant resources for the development of treatments in the ...

Key Takeaways BMY stock lags with a 16.3% YTD drop, trailing the industry, sector, and S&P 500 in 2025. Generic hits to top drugs and pipeline setbacks have weighed on investor sentiment despite strong Q1. Newer drugs like Reblozyl, Breyanzi, and Opdualag help stabilize revenues and diversify BMY's portfolio.The first half of 2025 has been topsy-turvy for Bristol Myers (BMY) . Shares of this biotech giant have lost 16.3% year to date compared with the industry’s decline of 2.7%. The stock has also underpe ...

Key Takeaways MRK's phase III pipeline has nearly tripled since 2021, boosted by in-house growth and M&A deals. MRK plans around 20 new drug and vaccine launches, many with blockbuster potential, over the next few years. Capvaxive and Winrevair have shown strong launches, supporting growth as Keytruda's patent expiration nears.Merck (MRK) has built a substantial portfolio of new products and pipeline candidates in areas like oncology, vaccines, neuroscience, and infectious disease.Merck’s phase III pipeli ...

Key Takeaways BMY faces generic pressure on key drugs like Revlimid and Pomalyst, plus Medicare Part D headwinds. New drugs like Reblozyl, Opdualag and Breyanzi are driving growth amid strong uptake and new approvals. BMY trades at 7.34x forward earnings, below its average and the broader large-cap pharma industry.Bristol Myers (BMY) depends on newer drugs like Opdualag, Reblozyl and Breyanzi to stabilize its revenue base as its legacy drugs face generic competition.Legacy Portfolio is adversely impacted ...

Key Takeaways More on EXEL's STELLAR-303 Study on Zanzalintinib Zanzalintinib is a third-generation oral tyrosine kinase inhibitor that inhibits the activity of receptor tyrosine kinases implicated in cancer growth and spread, including VEGF receptors, MET, AXL and MER. The STELLAR-303 study met one of its two dual primary endpoints, demonstrating a statistically significant improvement in overall survival (OS) for the intent-to-treat (ITT) population when treated with zanzalintinib in combination with Tece ...

Japan Equity Research June 20, 2025 Pharmaceutical Sector Data Book – Valuation, Product Sales Trend Biotechnology & Pharmaceuticals/ Medical Technologies & Services Seiji Wakao, Ph.D. AC seiji.wakao@jpmorgan.com (81-3) 6736-8612 | | | | | P/E(x) | | | | | | P/B(x) | | | | | | EV/EBITDA(x) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | FY25E | FY26E | FY27E | FY28E | FY29E | FY35E | FY25E | FY26E | FY27E | FY28E | FY29E ...