Core Insights - Abivax has presented new preclinical and clinical data for obefazimod, demonstrating its anti-fibrotic potential and favorable safety profile for treating inflammatory bowel disease at ECCO 2026 [2][3] Group 1: Clinical Data and Efficacy - The data presented includes evidence of obefazimod's anti-fibrotic effects in both preclinical human fibroblast models and in vivo animal models, indicating its potential to address unmet needs in Crohn's disease [4] - A pooled analysis from the Phase 3 ABTECT induction trials shows that obefazimod leads to symptomatic response as early as week 1 and symptomatic remission by week 2, with a nominally significant p-value of <0.05 [4][5] - Obefazimod demonstrated a ~50% reduction in a biomarker of active fibrosis (Pro-C3) and a ~30% reduction in a fibroblast activation marker (⍺SMA) in preclinical models, both with p-values <0.0001 [5] Group 2: Safety Profile - The safety data from the ABTECT-1 and ABTECT-2 trials indicate that the rates of serious treatment emergent adverse events (TEAEs) were comparable across treatment groups, with Obe-50mg at 3.1%, Obe-25mg at 2.2%, and placebo at 3.2% [8] - TEAEs leading to study discontinuation were also similar across groups, with Obe-50mg at 4.7%, Obe-25mg at 1.9%, and placebo at 4.1% [8] Group 3: Mechanism of Action - Biomarker data from the trials indicate that obefazimod enhances the expression of miR-124 and reduces key inflammatory cytokines IL-17A and IL-6 towards homeostatic levels, supporting its mechanism of action in restoring immune balance [4][8] - The mechanism allows for partial reduction of inflammatory cytokines without completely blocking these pathways, which may be beneficial for long-term disease management [8]

Equillium (NasdaqCM:EQ) Conference February 12, 2026 03:30 PM ET Company ParticipantsBruce Steel - CEO and Co-FounderStephen Connelly - Chief Scientific Officer and Co-FounderModeratorThis Fireside Chat, the team from Equillium, Bruce and Stephen are on with us. Lots to cover over the next 28 minutes, so if you have any questions, I think all of you know the housekeeping rules. Just send your questions over to us, or put them into the Q&A box in Zoom, and we'll direct them to Bruce and Steve. Team, I think ...

Core Viewpoint - Speculation regarding a potential acquisition of ABIVAX by Eli Lilly has led to significant share price movements, despite the company's CEO dismissing these rumors as unfounded noise [1][2][3]. Group 1: Share Price Movement - ABIVAX shares experienced a dramatic increase of over 2,000% from July to December 2025, peaking at $145 on December 24 before settling at $118 after the French government dismissed the acquisition rumors [2]. Group 2: Company Clarifications - ABIVAX's CEO, Marc De Garidel, stated that no formal discussions regarding a takeover have occurred and emphasized that any informal conversations do not comply with regulatory requirements [1][3]. - De Garidel highlighted that a public deal announcement would precede any engagement from foreign investment oversight, indicating a structured approach to potential investments [3]. Group 3: Company Focus and Financial Needs - The company is advancing its therapeutic program, obefazimod, which is well-funded through Q4 2027, but still requires additional financing as indicated by discussions with potential investors at the JPMorgan Healthcare conference [3]. - ABIVAX develops antiviral and vaccine products targeting various diseases, including chronic hepatitis B, Ebola, dengue, and ulcerative colitis, as well as commercial vaccines for typhoid, meningococcal, and leptospirosis [4].

Group 1: AbbVie Overview - AbbVie is one of the largest pharmaceutical companies globally, particularly recognized for its immunology portfolio, including best-selling therapies like Humira, Skyrizi, and Rinvoq [1][3] - AbbVie has a strong revenue generation capability due to its established product lineup, with Skyrizi and Rinvoq being significant growth drivers that will not lose patent exclusivity until the next decade [4] - AbbVie is noted for its consistent dividend payouts, being classified as a Dividend King, which enhances its appeal as a reliable income stock [4] Group 2: Abivax Overview - Abivax is a clinical-stage biotech company currently without revenue and unprofitable, but it has a promising candidate, obefazimod, in development for ulcerative colitis [5] - Unlike AbbVie's immunosuppressants, obefazimod takes a different approach that may be equally effective without compromising the immune system [5] - The potential of Abivax's obefazimod presents significant upside for investors looking for high-risk, high-reward opportunities in the biotech sector [5]

智通财经APP获悉，随着今年并购交易活动强势启动，矿业巨头嘉能可在并购专家眼中成为2026年最有 可能被收购的欧洲企业。在媒体本月对30家风险套利交易台、交易员和分析师进行的一项非正式调查 中，正在与力拓(RIO.US)洽谈合并、以打造全球最大矿业公司的嘉能可被提及8次。 此外，调查结果显示，来自广泛行业的公司纷纷上榜，反映出随着全球经济动能增强，潜在收购方正将 目光投向更广阔的领域。法国生物科技公司Abivax SA被提及5次。该公司股价在2025年因潜在收购前景 以及积极的药物试验结果而暴涨逾1600%。英国石油(BP.US)、德国在线外卖订餐服务平台Delivery Hero SE、英国廉价航空公司EasyJet Plc和英国老牌房地产开发商Great Portland Estates则各被提及4次。 受访者还表示，全球并购环境正变得日益活跃。数据显示，今年以来截至1月23日，全球已宣布的并购 交易总额已超过630亿美元，是2025年同期记录金额的三倍以上。Neuberger Berman首席策略组负责人 约瑟夫·罗特表示："并购交易量尚处于回升的初期阶段。相比以往几年更偏向特定行业，如今的前景似 乎正 ...

Company Overview - Abivax is a France-based biotech company that experienced a share price increase of over 1,740% last year due to progress with its leading drug candidate, obefazimod [1] - The current market capitalization of Abivax is approximately 8.74 billion euros ($10.15 billion) [5] Drug Candidate: Obefazimod - Obefazimod is being developed to treat ulcerative colitis (UC), a market currently dominated by major pharmaceutical companies [2] - Unlike existing UC therapies that suppress the immune system, obefazimod aims to control symptoms without compromising immune function [3] - In a phase 3 study, obefazimod demonstrated statistically significant remission in patients with moderate to severe UC, with 47.3% of participants having inadequate responses to prior therapies [3] Market Potential - The therapy has the potential to exceed blockbuster status at its peak, indicating strong market prospects [4] - Eli Lilly is reportedly preparing a bid of 15 billion euros ($17.42 billion) to acquire Abivax, representing a 72% premium over its current market cap [5][6] Competitive Landscape - Eli Lilly, a leader in the weight loss market, is looking to expand its portfolio and could enhance its competitiveness in the immunology market through the acquisition of obefazimod [6] - There is a possibility that other pharmaceutical companies may also consider acquiring Abivax due to the promising prospects of obefazimod [6] Investment Considerations - The potential acquisition by Eli Lilly could lead to a significant increase in Abivax's stock price, while the absence of an acquisition may result in a loss of value [8] - Despite the promising clinical data for obefazimod, potential clinical or regulatory setbacks could pose risks to the stock [7]

Core Viewpoint - Eli Lilly is reportedly pursuing a potential acquisition of French biotech company Abivax for approximately €15 billion ($17.5 billion), which has led to a significant increase in Abivax's share price ahead of the J.P. Morgan Healthcare Conference 2026 [1][2]. Group 1: Acquisition Details - Eli Lilly is said to be working on a deal valued at €15 billion ($17.5 billion) for Abivax, a company focused on developing anti-inflammatory drugs [1]. - Abivax's share price surged by 17.5% to €120 at market open on January 12, compared to €99 at market close on January 9 [2]. - Abivax has a market capitalization of €8.4 billion [2]. Group 2: Product Information - Abivax's leading product, obefazimod, is an orally administered small molecule that enhances the anti-inflammatory microRNA, miR-124, in immune cells [3]. - Obefazimod has shown positive Phase III results as a monotherapy for patients with moderate to severely active ulcerative colitis (UC) and is also in Phase II clinical development for Crohn's disease [3]. Group 3: Market Potential - Abivax has indicated that obefazimod is "well positioned to become a future market leader in the inflammatory bowel disease space" [4]. - GlobalData forecasts that obefazimod could generate global sales of $1.8 billion by 2031 [4]. Group 4: Industry Context - The potential acquisition of Abivax coincides with the J.P. Morgan Healthcare Conference 2026, which is known for dealmaking activity in the pharmaceutical and biotech sectors [5]. - The healthcare M&A landscape for 2026 appears strong, with other companies like Revolution Medicines also being targeted for acquisition, with MSD reportedly in talks for a deal worth between $28 billion and $32 billion [5].

Core Insights - Abivax, a French biotech company, is expected to be acquired by a larger pharmaceutical company in a deal potentially worth $23 billion, following a remarkable 1,681% increase in its stock price last year [1] - The company's stock surged 510% in a single day after positive results from a late-stage trial for its ulcerative colitis treatment, indicating strong market interest and potential for strategic acquisition [2] - Abivax's lead asset, obefazimod, was initially developed for HIV but has shown promise for inflammatory bowel disease, attracting attention from major pharmaceutical companies like Eli Lilly [3] Company Performance - Abivax's stock price fluctuated between 10 and 20 euros since its listing in 2015, but it experienced significant growth in 2025, particularly after trial results exceeded expectations [2] - The company is currently seen as a strategic acquisition target for larger firms with immunology and inflammation portfolios, given its promising drug development [2][3] Market Expectations - Analysts predict that a deal for Abivax could occur imminently, with expectations that the stock will trade within its current range until the upcoming JP Morgan Healthcare Conference, where major deals are often announced [4][5] - The acquisition of biotech firms like Abivax is common as larger pharmaceutical companies seek to leverage their infrastructure for drug commercialization [4]

Core Insights - Abivax has provided its corporate outlook for 2026, emphasizing advancements in its clinical trials and therapeutic pipeline, particularly for obefazimod in treating ulcerative colitis (UC) and Crohn's disease (CD) [2][3][4] Market Opportunity - The ulcerative colitis market is projected to grow significantly, with sales expected to increase from $9.2 billion in 2025 to $21.2 billion by 2032, driven by advanced therapies and innovative mechanisms of action [4] - Market research indicates that obefazimod may become a market leader in UC, potentially outperforming existing therapies and new entrants [5] Clinical Trial Updates - The ABTECT Phase 3 maintenance trial for obefazimod has shown no new safety signals, with over 80% of participants completing the trial [8][9] - Topline results from the ABTECT Phase 3 maintenance trial are anticipated in late Q2 2026, with a subsequent US regulatory filing planned for late 2026 [8][10] - The ENHANCE-CD Phase 2b trial for obefazimod in moderate-to-severely active Crohn's disease is ongoing, with results expected in late 2026 [12] Pipeline Advancement - Obefazimod is noted for its first-in-class mechanism of action, targeting inflammation and showing potential anti-fibrotic effects in Crohn's disease [11] - The company plans to share detailed results, including 22 abstracts, at the 2026 European Crohn's and Colitis Organization Annual Meeting [11] - Ongoing studies are evaluating obefazimod in combination with other agents, with a lead combination candidate expected to be selected by year-end 2026 [13][14] Financial Outlook - The company has secured funding that is expected to support operations into Q4 2027, allowing for the completion of key clinical trials and potential NDA filing [15]

Group 1 - ABIVAX Societe Anonyme (NASDAQ:ABVX) experienced a remarkable increase of 1,742.28 percent in 2025, driven by positive analyst outlooks, strong clinical trial results, and its inclusion in the Nasdaq biotechnology index [1][2] - The company officially joined the Nasdaq biotechnology index on December 22, which tracks the performance of biotechnology and pharmaceutical companies listed on Nasdaq, marking a significant milestone for ABIVAX [2] - ABIVAX's Chief Finance Officer, Didier Blondel, highlighted the progress made in advancing obefazimod through successful Phase 3 ABTECT Induction trials for ulcerative colitis, enhancing the company's visibility in the global biotechnology community [2] Group 2 - ABIVAX received "buy" recommendations from investment firms such as Guggenheim Securities, Truist Financial, and Citizens, with price targets set at $175, $140, and $131 respectively, reflecting a positive outlook from analysts [2] - The Phase 3 trial results for obefazimod indicated significant improvements in patients with moderate to severe ulcerative colitis, suggesting real disease healing [2]