Tag
biotechnology
11 articles

Syndax's IPF Setback Forces Growth Bet on Niktimvo and Revuforj
Axatilimab failed to slow lung decline in Phase 2, forcing Syndax to abandon IPF expansion and lean on existing oncology and GVHD franchises to hit 2029 targets.

Moderna at $225: Melanoma Data and NIH Backing Justify Bull Case
Moderna has surged 600 percent in 2026 on melanoma vaccine efficacy and reported NIH support for personalized cancer vaccines, with analysts modeling $225 as fair value.
Novo Nordisk's Denecimig Delayed to 2027; FDA Manufacturing Review Extends Timeline
Novo Nordisk said the FDA extended its review of denecimig for hemophilia A due to manufacturing site remediation, pushing the expected U.S. launch into 2027.
AMD, Moderna, Robinhood Flash Buy Shows on Yield Drop and AI Clarity
Semiconductor, biotech, and fintech stocks rally as Treasury yields fall and AI capital expenditure forecasts stabilize, with AMD, Moderna, and Robinhood entering technical buy zones.
Ginkgo Bioworks (DNA) at $7.06: Why Earnings Collapse Doesn't Tell the Full Story
DNA shares rose 1 percent as Wall Street braces for a 47 percent revenue miss this quarter—but improving unit economics and autonomous lab milestones suggest the market is pricing in worse

Corteva Sues Startup Over Seed Examination in Patent System Test
A Delaware trial pits Corteva Agriscience against Inari Agriculture over whether companies can bar competitors from studying publicly deposited genetic material.

Faro AI Raises $37.3M to Automate Drug Development at Big Pharma
The San Diego startup has landed six of the world's ten largest pharmaceutical companies by building AI agents that understand clinical development workflows, not just documents
Revolution Medicines' Rasonque Doubles Pancreatic Cancer Survival
Approval of the once-daily pill, which extended median survival from 6.7 months to 13 months in late-stage trials, values the company at $46 billion as it targets a previously untreatable protein mutation.
Moderna Surges 177% on Melanoma Vaccine Win; Wall Street Raises Targets
Moderna stock soared on positive Phase 3 results for its personalized melanoma vaccine with Merck, prompting Morgan Stanley to raise its price target to $89 from $39.
AI-Bioweapons Risk Forces U.S. Action on New Security Threat
Artificial intelligence is lowering the barriers to biological weapons development, prompting national security officials to push for urgent policy changes.

CRISPR Therapeutics' Gene Revolution: A Foundational Bet on National Health
America's historical commitment to public health, exemplified by smallpox inoculation, now underpins a compelling investment thesis for innovative biotech firms driving national economic vitality.