BioNTech co-founders Ugur Sahin & Özlem Türeci are starting an independent next-gen mRNA company by end-2026. BioNTech keeps focus on oncology (15 Phase 3 trials).
Moderna agrees to $2.25B settlement with Arbutus Biopharma and Genevant, paying $950M upfront + up to $1.3B contingent. Ends all COVID vaccine patent litigation worldwide.
Goldman Sachs raises BioNTech to Buy, citing its strong position in oncology and upcoming 2026 data that could boost new cancer therapies.
Moderna and Novavax shares drop 5-6% after FDA's vaccine chief links COVID-19 shots to 10 children's deaths and announces stricter vaccine approval standards.
BMS crushed Q3 goals and boosted its yearly forecast. New blockbusters like Opdivo and Eliquis cover losses from older generic drugs.
New COVID vaccines from Moderna & Pfizer show strong protection against the dominant LP.8.1 variant. Moderna's Spikevax (for high-risk 6mo-64yrs & all 65+) boosted antibodies 8x. Pfizer's also effective. No new safety issues found.
