Merck’s HS Data Validates the TL1A Pathway — and Helps Shattuck Labs
Merck’s tulisokibart met its Phase 2b HS goal and will move to Phase 3. H.C. Wainwright sees first anti-TL1A skin data as a class plus for Shattuck.
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#XY News-Driven Stocks↓
Lilly Will Spend Obesity Profits on Bigger “White Space” Deals, CEO Says
Eli Lilly CEO Dave Ricks says obesity-drug cash will fund slightly larger buys in sleep, cancer, brain disease, and other underserved science.
4DMT’s 4D-150 Moves Into Phase 3 for DME, Intensifying Pressure on Ocular’s AXPAXLI
4D-150 is now in Phase 3 for DME after two-year SPECTRA data showed durable vision gains and fewer injections, expanding the race with implants like AXPAXLI.
Gene-Editing Stocks Fall After Anthropic Says Claude Found a CRISPR-Like Enzyme System
Early lab results show Claude found a CRISPR-like repeat array tied to a reverse transcriptase. No proven editing tool yet.
Nektar Shares Slide as Jury Weighs Lilly Lawsuit Over Rezpeg
Investors are watching liability and damages in Nektar’s breach case against Lilly, a key swing factor for the Rezpeg program. Analysts still see damages as the hard issue.
Vertex Inaxaplin Data Expands AMKD Market and Lifts Maze Outlook
Truist calls Vertex’s Phase 2b inaxaplin data a validation of APOL1 inhibition in AMKD and sees a 100,000+ extra patient opportunity, plus positive readthrough for Maze.