Ivonescimab Cuts Death Risk 27% vs Keytruda, With Strongest Gain in High PD-L1 Patients
HARMONi-2: Summit’s Ivonescimab extended median survival by 8.2 months vs Keytruda. 42% lower death risk in PD-L1-high patients.
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Wolfe Research Upgrades Moderna to Peer Perform After Cancer Vaccine Breakthrough
Wolfe Research upgrades Moderna to Peer Perform following Phase 3 intismeran success and a potential $9.2 billion peak sales outlook.
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.
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.