The biggest names behind biotech stocks are investing richly in artificial intelligence with the goal of speeding up drug development.

Sanofi stock is coming off a mixed three year stretch, with the share price down about 10.5%, yet current valuation checks on earnings and cash flow multiples still suggest the shares lean toward the undervalued side rather than clearly expensive. Over the past three years Sanofi has delivered a share price decline of around 10.5%, which raises the question of whether the current price is better explained by softer expectations or by an opportunity in a stock that has lagged. Partnership...

Sanofi stock reaction to TD Cowen conference spotlight on immunology and rare diseases Sanofi (ENXTPA:SAN) is set to present at the TD Cowen Hot Wheels Tour in New York on 12 August 2026, with senior leaders highlighting its immunology, inflammation, and rare disease franchises. For investors watching Sanofi stock, the focus will be on how management frames the role of immunology and rare blood disorder development within its broader biopharma business, and what this might signal about...

European equities traded in the US as American depositary receipts were trending lower in late Tuesd

Recursion Pharmaceuticals (NASDAQ:RXRX) is using artificial intelligence to generate and analyze biological data in an effort to improve drug discovery, advance internal therapeutic programs and support collaborations with larger pharmaceutical companies, CFO and President of Recursion U.K. Ben Tayl

As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world’s safest firms.

BioCryst just turned profitable, its HAE drug Orladeyo is minting cash, and a rival's blockbuster acquisition just put the whole rare-disease sector in play. So which pharma giant has the most to lose by letting someone else snap it up first?

It was reported on July 24 that Sanofi (NASDAQ:SNY) shares underperformed in European trading following the company’s decision to drop the clinical development of its eczema candidate, amlitelimab, for moderate-to-severe atopic dermatitis. Rather than a fundamental breakdown, the move reflects an aggressive R&D pipeline review under CEO Belén Garijo, who chose to pull the plug […]

Nurix Therapeutics' (NRIX) STAT6 degrader NX-3911 is likely to receive increased recognition after a

In early August 2026, Novavax reported Q2 2026 revenue of US$56.7 million, sharply lower than the prior year, and moved from net income to a net loss of US$53.39 million, translating into basic and diluted losses of US$0.32 per share from continuing operations. Alongside the weak year-on-year comparisons, Novavax beat analyst expectations for both revenue and earnings and highlighted progress on high-profile partnerships, including Sanofi and Pfizer, while also filing an US$82.47 million...

Novavax (NASDAQ:NVAX) reported second-quarter 2026 revenue of $57 million and a net loss of $53 million, while highlighting progress in its Sanofi partnership, expanding use of its Matrix-M adjuvant platform and continued cost reductions. Revenue declined from $239 million a year earlier, primarily

Novavax secures key partnerships and raises 2026 outlook while advancing its adjuvant platform in infectious disease and oncology.

Novavax raised its full-year 2026 adjusted total revenue outlook to $235–$275 million from $230–$270 million.

Kymera Therapeutics beat revenue estimates as milestone payments boost results and advances KT-621 development, with key trial data expected by year-end.

Novavax Inc. (NASDAQ:NVAX) reported second-quarter results that came in ahead of Wall Street expectations, while also increasing its full-year revenue outlook as its partnership with Sanofi continued to move forward.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

Euroapi SA (EAPIF) navigates a challenging first half with Focus 27 restructuring on track, but faces a significant drop in net sales and a swing to net debt.

Nurix Therapeutics (NasdaqGM:NRIX) announced a $10 million milestone payment tied to the first in human trial of an oral STAT6 degrader in its collaboration with Sanofi. The company also reported enrollment of the first patient in a pivotal global Phase 3 trial of bexobrutideg for relapsed or refractory chronic lymphocytic leukemia in partnership with Roche. Both programs advance Nurix's clinical pipeline in targeted protein degradation and expand its work with large pharmaceutical...

Kymera Therapeutics (NASDAQ:KYMR) said it completed enrollment in its Phase 2b atopic dermatitis trial of KT-621 about six months ahead of schedule, positioning the company to report top-line data by the end of 2026 and potentially begin Phase 3 development around mid-2027. Chief Executive Officer

Arrowhead Pharmaceuticals Inc (ARWR) reports robust clinical progress and commercial growth, despite a wider net loss in Q3 2026.

Medicus Pharma (NASDAQ:MDCX) announced it has put its chief medical officer in charge of UK subsidiary Antev Limited, consolidating leadership of the Teverelix clinical programme ahead of regulatory, late-stage development and partnering work. Dr Faisal Mehmud will become Antev’s chief...

Sanofi (ENXTPA:SAN) has discontinued development of amlitelimab for atopic dermatitis following a pipeline review. The decision follows an assessment of efficacy and safety data that indicated no meaningful improvement over current treatments. This move affects a key immunology asset and will influence how Sanofi sets its future research and development priorities. Sanofi is a large global pharmaceutical company with a focus on immunology, vaccines and specialty care treatments. Atopic...