From Moderna to Sellas: The Next Major Catalyst in Cancer Vaccines
Sellas GPS data is imminent, Maxim keeps Buy/$30 PT. BNTX also in focus.
/ 33 items
#MRK↓
Wells Fargo and Stifel Flag Beneficiaries of Moderna-Merck Cancer Vaccine Data
Wells Fargo and Stifel say Moderna and Merck's Phase 3 cancer vaccine data could benefit Repligen, Danaher, Thermo Fisher, and Maravai LifeSciences. TEM stock is also surging.
Merck and Moderna’s Personalized mRNA Vaccine Succeeds in First Phase 3 Melanoma Trial
Merck and Moderna’s personalized mRNA vaccine with Keytruda reduced melanoma recurrence in a 1,137-patient Phase 3 trial—the first late-stage win for an mRNA cancer vaccine.
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.
Bernstein Says Sell SMMT: Why Summit Therapeutics Stock Could Drop More
Bernstein remains bearish on Summit, citing doubts about trial success and expecting weak results ahead.
Merck & Kelun’s sac-TMT Combo Cuts Lung Cancer Progression Risk by 65% vs Keytruda
Positive Phase 3 data shows Merck and Kelun’s sac-TMT combined with Keytruda reduced the risk of progression or death by 65% vs Keytruda alone in first-line PD-L1+ NSCLC.