Pfizer's Expanded TUKYSA Approval Strengthens Its Breast Cancer Turnaround Case
TUKYSA’s expanded FDA approval may strengthen Pfizer’s oncology franchise and support its post-pandemic revenue diversification story.
Merck and Moderna’s Phase 3 Cancer Vaccine Win Raises Stakes for mRNA Oncology
Merck and Moderna’s positive Phase 3 cancer-vaccine results strengthen the case for mRNA-immunotherapy combinations and could support future FDA filin…
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Halozyme’s $130 Price Target Reiterated After Positive Takeda Trial Data
H.C. Wainwright reiterated its Buy rating and $130 price target for Nasdaq-listed Halozyme after positive Takeda trial r…
FDA Approval Expands Enspryng’s Thyroid Eye Disease Opportunity for Roche-Backed Genentech
The FDA approved Enspryng for thyroid eye disease, giving Genentech and Roche a potential new avenue for specialty pharm…
Proofpoint's $6.3 Billion Varonis Deal Puts Cybersecurity M&A and Arbitrage in Focus
Proofpoint’s $6.3 billion all-cash deal for Varonis puts the $49.75 offer, merger spreads and cybersecurity consolidatio…
Potential J&J Orthopedics Spinoff Puts Conglomerate Strategy and Valuation in Focus
A reported J&J plan to spin out its hips-and-knees unit could reshape the valuation and capital-allocation debate around…
Galderma’s $1.5 Billion ZO Skin Health Purchase Signals Continued Aesthetics Consolidation
Galderma’s $1.5 billion cash acquisition of ZO Skin Health highlights consolidation in dermatology and a notable healthc…
Labcorp’s $872 Million BioReference Deal Puts Diagnostics M&A in Focus
Labcorp’s agreement to acquire select BioReference assets from OPKO highlights diagnostics consolidation, valuation ques…
Tech Rout Drives Flight to Treasurys as Investors Reassess Risk in U.S. Equities
A broad technology sell-off is pushing investors toward Treasury bonds, sending yields lower and sharpening questions ab…
Aquestive’s Anaphylm NDA Resubmission Clears FDA Filing Hurdle, Setting Up AQST Catalyst
Aquestive’s accepted Anaphylm NDA resubmission gives AQST a key regulatory catalyst, with traders watching volatility ah…
Labcorp’s $872M BioReference Deal Expands Diagnostics Footprint as OPKO Reshapes Portfolio
Labcorp’s proposed BioReference asset deal could expand its diagnostics capacity while giving OPKO Health a sharper port…