Industry Peers
Drug Manufacturers - General| Headline | Source | Time |
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YYahoo Finanzen Deutschland | ||
Can Anktiva's Label Expansion Unlock the Next Growth Phase for IBRX? ImmunityBio bets on Anktiva label expansion to drive growth, but intense Big Pharma competition and premium valuation raise questions about its next phase. | ||
Why The Roche Holding (SWX:ROG) Narrative Is Shifting On Mixed Pipeline Signals And Valuation Roche Holding’s updated fair value estimate has shifted from CHF 358.45 to CHF 363.47, a modest move that keeps the focus on how the story is evolving rather than on a sweeping reset. That small change sits alongside a split in recent analyst views, with some pointing to potential upside and others holding back due to pipeline timing and trial questions. As you read on, you will see how these differing opinions shape the narrative and what to watch to stay on top of it. Stay updated as the... | ||
Recursion Pharmaceuticals Details AI-Driven Drug Pipeline, Sanofi/Roche Milestones, Runway to 2028 Recursion Pharmaceuticals (NASDAQ:RXRX) Chief Financial Officer Ben Taylor outlined the company’s integrated approach to AI-enabled drug discovery and development, recent portfolio decisions, partnership economics, and cash runway during a fireside chat hosted by KeyBank healthcare tech equity analy | ||
Sarepta Plans FDA Filings Seeking Full Approval for Two DMD Therapies SRPT plans FDA filings to convert Amondys 45 and Vyondys 53 to full approvals, leveraging new data despite a missed endpoint in its confirmatory study. | ||
Roche stops work on experimental SMA drug In a letter to European patients, Roche said its decision to end development of “emugrobart” was based on the drug “not consistently” improving muscle growth and motor function in a key study. | ||
Long-only funds are buying non-US stocks, BofA says Investing.com -- Long-only investors shifted decisively toward non-U.S. equities in February, according to a new note from Bank of America. | ||
Can Alnylam's Pipeline Drugs Sustain Long-Term Growth Ahead? ALNY's strong drug sales and advancing pipeline, including late-stage candidates, are driving momentum and supporting its long-term growth outlook. | ||
Analysis-TrumpRx lists many medicines at prices higher than paid in UK President Donald Trump pledged to make prescription drugs cheaper for Americans than anywhere in the world, but his TrumpRx.gov website is not delivering across the board lower prices than those paid in the United Kingdom, according to a Reuters comparison of publicly available prices. | ||
Puma Biotechnology Stock Declines More Than 9% in a Month: Here's Why PBYI stock drops over 9% as weak 2026 revenue guidance and heavy reliance on Nerlynx raise concerns despite modest sales growth. | ||
Roche Boosts AI Infrastructure with Additional Nvidia Chips, Stock Rises Swiss pharma giant Roche (RHHBY) announced that it is expanding its AI (artificial intelligence) infrastructure by deploying an AI factory powered by 2,176 Nvidia (NVDA) GPUs (graphics processing units). Roche’s U.S.-listed shares rose 2.6% in Monday’s regular trading session. Roche Enhances AI Capabilities with Nvidia GPUs Roche highlighted that with the addition of the 2,176 Nvidia chips, the company’s combined on-premises and cloud infrastructure now exceeds 3,500 Blackwell GPUs, which is the | ||