Shah Capital Urges Novavax Sale After COVID Vaccine Struggles Continue
Novavax's second-largest shareholder Shah Capital pushes for company sale, citing poor COVID vaccine sales and untapped potential worth $5 billion under larger pharma ownership.
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AstraZeneca Secures Tariff Relief by Pledging Deep Drug Discounts and $50 Billion U.S. Investment
AstraZeneca joins Pfizer in a landmark agreement with the Trump administration, promising "most-favored nation" drug prices, direct-to-consumer sales up to 80% off list price, and a massive investment in U.S. manufacturing in exchange for a three-year tariff exemption.
European Drugmakers Surge: Pfizer's US Pricing Deal Offers a Tariff Blueprint
Pfizer avoided US tariffs by offering big drug discounts (TrumpRx). This deal is a blueprint. European drug stocks (AstraZeneca, Roche) surged hoping for similar agreements to protect their crucial sales from Trump's 100% import tax threat.
Massive New Tariffs: How Trump’s Latest Duties Hit Drugs, Trucks, and Furniture
President Trump is hitting imports with massive new tariffs starting October 1st, targeting branded drugs (100%), heavy trucks (25%), and furniture.
Blood Pressure Breakthroughs: Why Mineralys Stock Skyrocketed!
Mineralys shares surged 86% after AstraZeneca announced positive Phase 3 results for its similar blood pressure drug, Baxdrostat. "The results seem slightly worse than Mineralys' Lorundrostat," according to Jefferies. This could lead to business deals for MLYS, which may be "best in class".