Since the beginning of this year,$英偉達(NVDA.US)$has been leading a group of semiconductor and AI stocks to further rise in response to the breakthroughs in AI technology and a booming industry outlook. However, an increasing number of investors have started to fret over the potential risks behind the high valuations of AI stocks and are scouting for alternative investment opportunities. Some of them have shifted their focus to biotech stocks...
Roche's key growth drivers are entering a mature phase, with recent acquisitions diversifying its risk profile. JPMorgan predicts 5% sales growth in 2024, but expects conservative initial guidance from the company.
Barclays' analysts believe late entrants can still achieve notable sales in obesity drug market. Jefferies analysts find the acquisition aligns with Roche's strategy to fortify its pipeline and note the potential for combination with Roche's muscle-preserving candidates.
Jefferies analyst claims that Roche's acquisition of Carmot's lead asset, combined with its muscle-preserving candidates, could provide a competitive edge in the market race for comorbidity-handling weight-loss drugs.
羅氏(ADR)股票討論區
Updated Complete & Utter M&A Guesses Purely for Entertainment Purposes:
$默沙東(MRK.US)$ x $Immunovant(IMVT.US)$
$禮來(LLY.US)$ x $Cytokinetics(CYTK.US)$ (and soon)
$再生元製藥公司(REGN.US)$ x $Apellis Pharmaceuticals(APLS.US)$ (panache & brash)
$吉利德科學(GILD.US)$ x %$Madrigal Pharmaceuticals(MDGL.US)$ (liver king)
$施貴寶(BMY.US)$ x $Iovance Biotherapeutics(IOVA.US)$ (cell Tx boost needed)
$禮來(LLY.US)$ x $Merus(MRUS.US)$ (partner n...
🎯 Ph 3 readouts in Q1 2024...
$BioCardia(BCDA.US)$ Phase 3
$Atea Pharmaceuticals(AVIR.US)$ Phase 3
$Crinetics(CRNX.US)$ Phase 3
$Axsome Therapeutics(AXSM.US)$ Phase 3
$羅氏(ADR)(RHHBY.US)$ Phase 3
$阿卡迪亞(ACAD.US)$ Phase 3
$Sellas Life Sciences(SLS.US)$ Phase 3
$Aquestive Therapeutics(AQST.US)$ Phase 3
$Jaguar Health(JAGX.US)$ Phase 3
$Novocure(NVCR.US)$ Phase 3
$強生(JNJ.US)$ Phase 3
專欄Don't Just Focus on AI! Biotech Stocks Are Rallying
Biotech Stock Catalyst Watchlist
$輝瑞(PFE.US)$ Phase 3
$Palatin Technologies(PTN.US)$ Phase 3
$Annovis Bio(ANVS.US)$ Phase 3
$BioCardia(BCDA.US)$ Phase 3
$Atea Pharmaceuticals(AVIR.US)$ Phase 3
$Ironwood醫藥(IRWD.US)$ Phase 3
$阿里拉姆制藥(ALNY.US)$ Phase 3
$Axsome Therapeutics(AXSM.US)$ Phase 3
$$Novocure(NVCR.US)$ Phase 3
$羅氏(ADR)(RHHBY.US)$ Phase 3
$FibroGen(FGEN.US)$ Phase 3
$阿卡迪亞(ACAD.US)$ Phase 3
$Sellas Life Sciences(SLS.US)$...
PDUFA Update…
1 PDUFA event left in Feb 2024
Last week’s PDUFAs:
$阿斯利康(AZN.US)$ : Approved 2/16
⇒ Tagrisso (osimertinib) + chemotherapy
⇒ NSCLC
⇒ sNDA
⇒ PDUFA: Q1 2024
$Iovance Biotherapeutics(IOVA.US)$ : Approved 2/16
⇒ AMTAGVI™ (lifileucel)
⇒ Melanoma
⇒ BLA
⇒ PDUFA: 02/24/24
$羅氏(ADR)(RHHBY.US)$ : Approved 2/16
⇒ Xolair® (omalizumab)
⇒ IgE-mediated food allergy
⇒ sBLA
⇒ PDUFA: Q1 2024
$IPSEY & $Merrimack Pharmaceuticals(MACK.US)$ : Approved 2/13
⇒ ...
Ph 3 readouts in Q1 2024...
$Regenxbio(RGNX.US)$ Phase 3
$Annovis Bio(ANVS.US)$ Phase 3
$Atea Pharmaceuticals(AVIR.US)$ Phase 3
$Ironwood醫藥(IRWD.US)$ Phase 3
$阿里拉姆制藥(ALNY.US)$ Phase 3
$福泰製藥(VRTX.US)$ Phase 3
$KalVista Pharmaceuticals(KALV.US)$ Phase 3
$Axsome Therapeutics(AXSM.US)$ Phase 3
$Novocure(NVCR.US)$ Phase 3
$羅氏(ADR)(RHHBY.US)$ Phase 3
$FibroGen(FGEN.US)$ Phase 3
$Applied Therapeutics(APLT.US)$ Phase 3
$阿卡迪亞(ACAD.US)$ Phase 3...
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