JPMorgan Upgrades Replimune to Overweight as FDA Sets Late-July Advisory Committee for RP1
Replimune receives FDA priority review for RP1 in advanced melanoma with August 2, 2026 PDUFA date.
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CMS Plans Permanent Medicare Drug Price Negotiations Starting 2029 – What It Means for Big Pharma
Medicare plans drug price cuts from 2029, hitting pharma stocks, but long-term impact may be limited by legal and market protections.
C4 Therapeutics Shares Rocket as Bristol Myers Squibb’s Mezigdomide Phase 3 Triumph Lights Up Protein Degrader Sector
C4 Therapeutics stock jumped after Bristol Myers Squibb announced strong Phase 3 SUCCESSOR-2 results for mezigdomide in multiple myeloma.
Cytokinetics’ Myqorzo Succeeds Where Camzyos Failed: Positive Phase 3 Results in Non-Obstructive HCM
Cytokinetics’ (aficamten) met both primary endpoints in the Phase 3 ACACIA-HCM trial for non-obstructive hypertrophic cardiomyopathy (nHCM). Already approved for obstructive HCM, the drug could soon double its market.
FDA Rejects Replimune’s Skin Cancer Drug for the Second Time
FDA again rejects Replimune’s skin cancer drug RP1, saying studies don’t prove it works; shares halted, setback for company.
Janux Therapeutics Partners with Bristol Myers Squibb in Major Cancer Drug Deal
Janux Therapeutics announces collaboration with Bristol Myers Squibb to develop novel tumor-activated cancer therapy, with potential payments up to $850 million.