Tag
Biotech
8 articles
Buffett Targets Speculators; Vertex and Eli Lilly Offer Conviction Plays
Warren Buffett warns against options trading and short-term gambling. Two pharma leaders with durable competitive moats—Vertex in cystic fibrosis and Eli Lilly in GLP-1s—offer portfolio stability.
Danaher's NVIDIA Lab Play: Upside Built Into Consensus
Danaher's autonomous lab at Abcam integrates NVIDIA AI into its consumables engine, but Wall Street has already priced in the upside.
Viking's Oral VK2735 Hits a Tolerability Wall; Injectable Offers the Real Upside
VKTX's oral weight-loss candidate shows efficacy but high discontinuation rates in Phase 2 trials. The injectable formulation is where the value lies heading into 2027 Phase 3 readout.
Argenx's Vyvgart Franchise Offers 23% Upside; Four Studies Coming
The biotech reported 60% year-over-year revenue growth in Q2 2026 on gMG and CIDP therapies, with Wall Street's consensus target at $1,180.25.
Revolution Medicines' Rasonque Wins FDA Nod in Pancreatic Cancer
Daraxonrasib cleared 6.5 months early with Phase 3 data showing median 13.2-month survival versus 6.7 months on chemotherapy in second-line metastatic pancreatic cancer.
Moderna Stock Drops 25% on Cancer Vaccine Success—Wall Street's Skepticism Shows Risk
Investors sold despite positive melanoma vaccine trial results, pointing to lingering doubts about Moderna's ability to execute beyond COVID and generate sustainable returns.
Merck, Moderna's mRNA Melanoma Vaccine Succeeds in Phase 3 Trial
Intismeran, combined with Keytruda, reduced melanoma recurrence—the first neoantigen vaccine to clear a late-stage randomized trial.
Self-Driving Labs Lift Consumables Demand, Split Fortunes Between Commodity and Scarce Inputs
AI-powered labs are expanding total experiment volume, pressuring commodity labware suppliers while strengthening the market position of scarce reagents and specialized inputs.