Repligen Beats Q2 Estimates, Raises 2026 Guidance on Strong Bioprocessing Demand
Repligen posts $204M Q2 revenue (+12%), adjusted EPS of $0.54 beating estimates. Raises FY26 organic growth to 10.5%-13.5% and EPS to $2.03-$2.09.
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ProMIS Reports Encouraging Safety and Biomarker Results for Alzheimer’s Candidate PMN310
Blinded six-month interim results show no ARIA-E with PMN310, favorable safety in APOE4 carriers, early biomarker movement, and analyst upgrades.
Wolfe Research Downgrades Spyre Therapeutics to Peer Perform on Valuation Concerns
Wolfe Research cuts Spyre Therapeutics from Outperform to Peer Perform, citing fair valuation ($96–$113) and weaker Q3 catalysts.
Altimmune’s Experimental Drug Cuts Heavy Drinking Days in Key Phase 2 Trial
Altimmune’s experimental drug cut heavy drinking and helped weight loss in a mid-stage alcohol use disorder trial. Next: FDA meeting.
J&J Agrees to $5.5 Billion Settlement to End Decade of Talc Cancer Lawsuits
Johnson & Johnson agrees to pay $5.5 billion to settle ~76,000 lawsuits claiming its talc baby powder caused ovarian cancer, ending 10+ years of litigation.
Curium in Advanced Talks to Acquire Lantheus for About $7 Billion
Curium is in advanced talks to buy Lantheus for ~$7B ($102/share + $12.50 CVRs). Announcement possible soon; no final deal confirmed yet.