Erasca Vows to Fight Revolution Medicines Patent Allegations – Stifel Stays Bullish
Erasca denies patent claims by Revolution Medicines, will fight back; Stifel keeps Buy rating.
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Pancreatic Cancer Breakthrough: New Daily Pill Nearly Doubles Survival in Major Trial
New drug daraxonrasib from Revolution Medicines doubled survival in pancreatic cancer (13.2 vs 6.7 months) and cut death risk by 60% in Phase 3.
Jefferies Goes All-In on Biotech: 5 Buy-Rated Stocks Poised for Big 2026 Catalysts
Jefferies initiates Buy on Design Therapeutics ($15 PT) & assumes coverage on Revolution Medicines ($140), Kymera ($110), Immatics ($18), Insmed ($228).
Merck Ends Talks to Buy Cancer Biotech Revolution Medicines in $30B Deal
Merck has walked away from negotiations to acquire Revolution Medicines after failing to agree on price for the promising cancer drug developer valued around $30 billion.
Merck Eyes $28-32 Billion Deal for Cancer Drugmaker Revolution Medicines
Merck negotiates potential acquisition of Revolution Medicines for up to $32B, seeking new cancer treatments as Keytruda patent expiration looms in 2028.
Immuneering's Pancreatic Cancer Data Fails to Impress: Stock Plunges 23% Despite Survival Claims
Immuneering (IMRX) reports 64% survival rate for Atebimetinib in pancreatic cancer trial, but shares plunge 23% as investors remain unconvinced about cross-trial comparisons and competitive threats.