Biotech stocks face a tough 2025 with SMid-cap losses up to 40% YTD. BofA cites FDA changes, tariffs, and capital struggles but notes potential opportunities.
Sanofi's rilzabrutinib receives FDA orphan drug designation for two rare diseases. Clinical studies show meaningful response rates and reduced disease flares.
FDA approves Sanofi's Qfitlia, the first antithrombin-lowering therapy for hemophilia A or B, reducing bleeding episodes with as few as six injections per year.
UK pharma leaders warn excessive NHS levies threaten industry growth, urging the government to reform payments. The ABPI highlights declining UK R&D investment and falling global competitiveness.
Sanofi is set to acquire DR-0201 from Dren Bio for up to $1.9 billion, aiming to expand its autoimmune disease pipeline with a promising bispecific antibody.
Johnson & Johnson's nipocalimab receives FDA Fast Track status for Sjögren's disease, following strong Phase 2 trial results on disease activity and IgG reduction.
Amgen and Kyowa Kirin's rocatinlimab showed strong efficacy in Phase 3 trials for atopic dermatitis, achieving key endpoints in IGNITE and SHUTTLE studies.
Apogee's APG990 Phase 1 data show a 60-day half-life and strong tolerability, supporting long-interval dosing. A 2025 trial will compare APG279 to Dupixent.
Investors are keeping a close eye on SANOFI-ADR (NASDAQ:SNY) as it boasts an impressive technical rating of 8 out of 10, signaling a possible breakout.
Novavax reported Q4 sales of $88.31 million, beating estimates despite a decline. The company shifts focus to partnerships and expects up to $350 million in 2025 revenue.
Regeneron is trading at historically low valuations as its Dupixent blockbuster drug could get a 30% increase in TAM if the FDA approves its use in COPD.
