Morning Movers Gapping up $アメリカン・エアーラインズ・グループ(AAL.US)$stock increased by 5.2% as the company predicted profits for the current quarter that are largely above expectations, fueled by a resurgence in business travel and the prospect of strong demand during the summer season. $フォード・モーター(F.US)$stock climbed 1.1% due to robust first-quarter earnings, a strong showing from its commercial vehicle division, rising hybrid vehicle sale...
Earnings Preview Next week's earnings reports from major technology companies might provide a boost to a weakening market, or at the very least, offer investors insight into future stock trends. $テスラ(TSLA.US)$is set to release its earnings on Tuesday, followed by$メタ・プラットフォームズ(META.US)$on Wednesday. The week continues with a significant day on Thursday, as$アルファベット クラスC(GOOG.US)$, the parent company of Google...
$メルク(MRK.US)$'s $11.5 bil bet on Acceleron in 2021 pays off w/ FDA approval of Wenrevair for PAH, When deal closed in 2021 analysts were projecting peak sales of $2.2 bil for sotatercept (Wenrevair), now estimates are as high as $5-$7.5 bil, Looks like MRK got a great deal but Wenrevair would still only cover about 20%-25% of Keytruda's $25 bil in rev from LOE in 2028, MRK's made 4 other big acquisitions since 2021: $680 mil for $HARP, $610 mil for Caraway, $1.3 bil for Imago and the big...
Analysts predict Winrevair could solve half of the revenue problem caused by Keytruda's loss of exclusivity. Its approval without serious safety warnings or restrictions is seen as a testament to Merck's strategic efforts.
UBS welcomed the FDA decision, noting that regulators cleared Winrevair with a broad and clean label. There were no significant warning or REMS program, indicating a positive outlook for the drug's safety and market performance.
メルクに関するコメント
コラムToday's Morning Movers and Top Ratings: META, IBM, AAL, CAT and More
Gapping up
$アメリカン・エアーラインズ・グループ(AAL.US)$ stock increased by 5.2% as the company predicted profits for the current quarter that are largely above expectations, fueled by a resurgence in business travel and the prospect of strong demand during the summer season.
$フォード・モーター(F.US)$ stock climbed 1.1% due to robust first-quarter earnings, a strong showing from its commercial vehicle division, rising hybrid vehicle sale...
コラムWhat to Expect in the Week Ahead (TSLA, META, GOOG, MSFT Earnings; PCE Inflation)
Next week's earnings reports from major technology companies might provide a boost to a weakening market, or at the very least, offer investors insight into future stock trends.
$テスラ(TSLA.US)$ is set to release its earnings on Tuesday, followed by $メタ・プラットフォームズ(META.US)$ on Wednesday. The week continues with a significant day on Thursday, as $アルファベット クラスC(GOOG.US)$ , the parent company of Google...
PPI
That said, this new set data is still showing that inflation is very sticky. The final mile towards Fed’s 2% is going to be a tough one
$マラソン・デジタル・ホールディングス(MARA.US)$$パランティア・テクノロジーズ(PLTR.US)$$アーム・ホールディングス(ARM.US)$$iShares Bitcoin Trust(IBIT.US)$$スーパー・マイクロ・コンピューター(SMCI.US)$$ファースト・リパブリック・バンク(FRCB.US)$$SPDR ダウ工業株平均 ETF(DIA.US)$$メルク(MRK.US)$$ユナイテッドヘルス・グループ(UNH.US)$$デルタ航空(DAL.US)$$ボーイング(BA.US)$$ドラフト・キングス(DKNG.US)$$スナップ(SNAP.US)$$ロウズ・カンパニーズ(LOW.US)$
FDA PDUFA Update…
$アケビア・セラピューティクス(AKBA.US)$ : Approved 🎉
⇒ Vafseo (Vadadustat)
⇒ Anemia due to CKD
⇒ NDA
⇒ PDUFA: 3/27/24
$メルク(MRK.US)$ : Approved 🎉
⇒ WINREVAIR (sotatercept)
⇒ Pulmonary arterial hypertension
⇒ BLA
⇒ PDUFA: 3/26/24
$アストラゼネカ(AZN.US)$ : Approved 🎉
⇒ Ultomiris (ravulizumab)
⇒ NMOSD
⇒ sBLA
$リジェネロン・ファーマシューティカルズ(REGN.US)$ : CRL 🙁
⇒ Odronextamab
⇒ r/r FL and r/r DLBCL
⇒ BLA
⇒ PDUFA: 3/31/24
📌 This week’s PDUFAs: 🚨
$アストラゼネカ(AZN.US)$ : 🤔
⇒...
Updated Complete & Utter M&A Guesses Purely for Entertainment Purposes:
$メルク(MRK.US)$ x $イムノバント(IMVT.US)$
$イーライリリー(LLY.US)$ x $サイトカイネティックス(CYTK.US)$ (and soon)
$リジェネロン・ファーマシューティカルズ(REGN.US)$ x $アペリス・ファーマシューティカルズ(APLS.US)$ (panache & brash)
$ギリアド・サイエンシズ(GILD.US)$ x %$マドリガル・ファーマシューティカルズ(MDGL.US)$ (liver king)
$ブリストル・マイヤーズ スクイブ(BMY.US)$ x $アイオバンス・バイオセラピューティクス(IOVA.US)$ (cell Tx boost needed)
$イーライリリー(LLY.US)$ x $メルス(MRUS.US)$ (partner n...
When deal closed in 2021 analysts were projecting peak sales of $2.2 bil for sotatercept (Wenrevair), now estimates are as high as $5-$7.5 bil,
Looks like MRK got a great deal but Wenrevair would still only cover about 20%-25% of Keytruda's $25 bil in rev from LOE in 2028,
MRK's made 4 other big acquisitions since 2021: $680 mil for $HARP, $610 mil for Caraway, $1.3 bil for Imago and the big...
🥇 First-in-class Tx for adults with pulmonary arterial hypertension (PAH WHO Group 1)
📌 significantly improved exercise capacity & multiple important secondary outcome measures
ℹ️ WINREVAIR™
⇒ injection for SC use 💉
⇒ previously granted Breakthrough Therapy Designation
⇒ BLA w/ assigned PDUFA 3/26/24
$SPDR S&P 500 ETF(SPY.US)$ +0.51% 🟩
$インベスコQQQ 信託シリーズ1(QQQ.US)$ +0.54% 🟩
$NYダウ(.DJI.US)$ +0.67% 🟩
$iシェアーズ ラッセル 2000 ETF(IWM.US)$ +1.01% 🟩
Stocks on move: $ロビンフッド・マーケッツ(HOOD.US)$ +4.5%, $メルク(MRK.US)$ +4.6%, $ウォルト・ディズニー(DIS.US)$ +1.5%, $エンフェーズ・エナジー(ENPH.US)$ +4.9%, $トランプ・メディア・アンド・テクノロジー・グループ(DJT.US)$ +19%, $マイクロストラテジー(MSTR.US)$ + 5.7%, $マーベル・テクノロジー・グループ(MRVL.US)$ +4.90%, $エヌシーノ・オプコ(NCNO.US)$ +16%, $テスラ(TSLA.US)$ +0.4% (...
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