Leerink cut Bristol Myers and raised Zentalis. Barclays lowered uniQure. Cantor upgraded Rezolute. New Buy calls on Ovid, Maravai, and Regenxbio.
Three deaths halt Novartis rap-cel trials in autoimmune disease. Positive Phase 3 data for remibrutinib in relapsing MS announced the same day.
Detailed ACACIA results delivered statistical success without a bigger commercial or safety story.
Senior source tells Reuters there are no talks between AstraZeneca and Bristol Myers Squibb, ending $400B merger rumors and lifting shares.
Cancer drugs drive sales for both, with direct overlaps like Imfinzi and Opdivo raising antitrust risks.
Replimune receives FDA priority review for RP1 in advanced melanoma with August 2, 2026 PDUFA date.
