Positive six-month COMP360 results trigger analyst upgrades and higher price targets for Compass Pathways. Strong durability data clears path to potential 2027 FDA approval in treatment-resistant depression.
William Blair cites strong upside potential for lead candidate tibulizumab in hidradenitis suppurativa and systemic sclerosis.
Chemomab and Scipher Medicine announce merger to develop nebokitug, a first-in-class anti-CCL24 antibody, in an AI-driven Phase 2 trial for rheumatoid arthritis. $30M new funding secured.
The designation makes Vanda eligible for a Priority Review Voucher upon approval.
Annovis Bio receives bullish coverage from Roth Capital as its Phase 3 Alzheimer’s trial hits full enrollment.
Rodman & Renshaw assigns Buy rating and $12 PT on (Z)-endoxifen, highlighting breast cancer program and rare disease upside.
Now the only microneedling device cleared for acne scars, abdominal scars, and eye wrinkles.
PDUFA target date is November 1, 2026. If approved, it would be the first oral PK activator for SCD patients.
Health Canada has approved Mounjaro for children with type 2 diabetes.
AbCellera gets a boost after Jazz deal brings upfront cash and future growth potential through cancer antibody programs and milestones.
Kyntra Bio gains analyst support as its cancer drugs advance, with key Phase 2 data expected to drive future growth.
Aligos Therapeutics announces $25 million upfront payment and Breakthrough Therapy Designation in China for pevifoscorvir sodium.
The deal adds PALSONIFY (paltusotine) and late-stage CAH therapy to Vertex’s portfolio.
Medicare reversed a pay cut for Orthofix devices, restoring revenue outlook and boosting the stock on improved earnings visibility.
Novartis is gaining B7-H3 and HER2 ADCs with innovative NMTi technology designed to overcome cancer resistance.
The Board will form a Special Committee to evaluate the offer.
The deal accelerates United Therapeutics’ pipeline in immune restoration and transplant tolerance.
Arcturus teams up with Thermo Fisher to develop a new cystic fibrosis mRNA drug, boosting shares on hopes for faster progress.
Accelerating U.S. heart, liver & lung transplants plus strong flight data signal major growth ahead.
Culper Research argues Tarsus is significantly overvalued, disputing the addressable market for its Demodex blepharitis drug XDEMVY.
UnitedHealthcare will begin reimbursing Guardant Health’s Shield colorectal cancer blood test from August 1, driving strong investor reaction and broader commercial access.
Can-Fite’s Namodenoson met safety endpoint and showed encouraging survival signals in Phase 2a pancreatic cancer study, including median OS >5 months in third-line patients and one survivor over 18 months.
Sarepta DMD drugs AMONDYS 45 and VYONDYS 53 near full FDA approval; decision due Feb 2027.
The stock had nearly tripled this month before the dilution announcement.
The company plans further FDA discussions and a strategic pivot to longer-term treatment.
PDUFA date set for August 2, 2026.
The CRL relates to third-party manufacturing issues, but the FDA raised no concerns about clinical efficacy or safety.
H.C. Wainwright cites New Zealand clearance for PM577a — the first in vivo Prime Editing clinical trial for Wilson’s disease.
New drug combo helps lymphoma patients live longer without worsening disease, cutting risk by ~60%—without chemotherapy.
Abivax advances toward Q4 2026 NDA filing with encouraging remission and safety results.
Phase 2 trials in early Parkinson’s to start Q3 2026 in U.S. & Europe after strong Phase 1 biomarker and safety data.
Edwards got FDA OK for heart clip; it enters a market led by AtriCure, adding competition but not changing the outlook much.
The unit, once a pandemic star, attracts strong private equity interest.
The FDA has cleared Palisade Bio’s investigational new drug application for PALI-2108. The company will now start its Phase 2 ASCENTRA-UC trial in H2 2026.
Analyst highlights competition risk in Kv7 epilepsy program and cuts peak sales forecast.
Evommune reported EVO756 failed to meet its primary endpoint in the Phase 2b CSU trial. The company is discontinuing development in urticaria but advancing the drug in atopic dermatitis with data expected in Q3 2026.
Positive long-term data for Larimar’s nomlabofusp in Friedreich’s ataxia: 100% frataxin response and walking recovery signals. FDA accelerated pathway opens, but safety issues weigh on stock.
The deal adds YUPELRI to Zymeworks’ portfolio.
The delay is due to manufacturing issues at a third-party facility, with no safety or clinical data concerns.
Ardelyx shares fell after losing a court case on Xphozah Medicare coverage, moving drug into bundled payments, hurting revenue outlook.
Piper Sandler raised its price target on Moderna from $69 to $77, maintaining an Overweight rating. Strong momentum in the oncology pipeline is fueling the rally.
Capricor Therapeutics stock fell after the Food and Drug Administration set a July 29 review of its DMD therapy; a decision is due Aug. 22.
Replimune receives FDA priority review for RP1 in advanced melanoma with August 2, 2026 PDUFA date.
Omeros shares fell sharply after the CHMP gave a negative opinion on its drug narsoplimab for transplant-associated thrombotic microangiopathy. Company plans re-examination.
Acadia’s DAYBU gets EU positive opinion for Rett syndrome; could become first approved treatment for symptoms in Europe.
Rademikibart offers first-mover potential in acute asthma & COPD with major Phase 2 data coming in September 2026.
Jefferies turned bullish on Tango Therapeutics as early cancer data and big market potential lifted its price target.
Tempus AI announces research collaboration with Angiosarcoma Awareness, analyzing ~600 patient records with paired DNA/RNA data to accelerate rare cancer insights.
Despite the setback, Florida Medicaid coverage begins July 1, the company cut 2026 expenses to $248M, and it remains on track for cash-flow breakeven in 2027.
Acquisition of a medical tools maker will be the German group’s biggest in over a decade.
The combined company will operate as Remix Therapeutics and raised $100M to advance its RNA-targeted pipeline into 2028.
Viking Therapeutics advances its obesity portfolio with the start of a Phase 1 trial for VK3019, a novel dual amylin and calcitonin receptor agonist. Analyst sees major potential.
The firm initiated Overweight coverage citing strong divesiran Phase 2 potential and 160%+ upside.
Board forms special committee to evaluate the offer.
Eli Lilly participates in Absci’s $100M equity offering to fund ABS-201, a novel prolactin receptor antibody showing strong safety in Phase 1 for pattern hair loss and endometriosis.
The deals cover key gene therapy platforms and the Fabry disease program in a court-supervised auction.
The combined company will list on Nasdaq under the ticker TUDE in H2 2026.
Boundless Bio and Serapha Bio announce a merger and $230 million private placement. The combined company will advance SERP-01, a base editing therapy for Alpha-1 Antitrypsin Deficiency (AATD).
MacroGenics receives $24.5 million from Sanofi after FDA expands TZIELD approval to children aged 8-17 with newly diagnosed stage 3 Type 1 diabetes.
Decision due Aug 5, 2026. Potential 2026–27 launch.
Phase 2 data showed 77% seizure reduction and sustained benefits up to 1 year.
Entera Bio receives positive FDA feedback on its pivotal Phase 3 trial design for EB613, the potential first once-daily oral tablet to stimulate bone formation in postmenopausal women with osteoporosis.
Achieve Life Sciences received an FDA Complete Response Letter for its cytisinicline NDA due to manufacturing issues at a former facility. No efficacy or safety deficiencies were identified.
Definium’s DT120 pill showed strong fast and lasting depression relief in Phase 3, with good safety and big symptom cuts.
FDA reverses course and agrees to review existing data for NAVSUNLI gene therapy in Hunter syndrome.
Pemvidutide demonstrates strong MASH resolution, weight loss, and cardiometabolic benefits, with significant analyst upside.
The acquisition would add a longer-acting alternative to Dupixent for inflammatory diseases.
Sonelokimab shows strong 1-year results in HS, with many patients seeing clear skin, less pain, and better quality of life, with good safety.
AI-powered 60-second scans could transform preventive healthcare.
Cecile Guegan named Interim CFO as the company reaffirms its 2026 guidance.
Novocure’s Phase 3 TRIDENT trial failed to show survival benefit from earlier TTFields initiation in newly diagnosed glioblastoma.
BofA initiates coverage on IMMX with a Buy rating and $27 price target. RBC starts PRAX with Outperform ($449 PT), while Cantor begins coverage on RNA. Morgan Stanley downgrades ENGN to Underweight.
The deal adds multiple early-stage small-molecule immunology assets to Biogen’s pipeline, with the lead candidate entering Phase 1 in Q3 2026.
Ocular Therapeutix has reached alignment with the FDA to submit the AXPAXLI NDA for wet AMD in Q4 2026, based on SOL-1 data and interim SOL-R safety results. Topline SOL-R data now expected in Q1 2028.
Jazz Pharmaceuticals and AbCellera enter a collaboration worth up to $876 million to develop next-generation T-cell engaging multispecific antibodies for GI cancers and solid tumors.
Elicio reports three complete responses in metastatic mKRAS pancreatic cancer after ELI-002 7P treatment followed by nivolumab. Company plans Phase 1 combination study.
uniQure receives positive FDA feedback for accelerated approval of its one-time gene therapy AMT-130 for Huntington’s disease. BLA submission planned for Q3 2026.
TAVR is Edwards’ main business. New CMS rules could boost sales and help it take market share from Medtronic and Boston Scientific.
Moderna names Ester Banque, ex-Zoetis/Novartis, as Chief Commercial Officer as it prepares for potential 2027 launches of combined flu-COVID, standalone flu, and norovirus vaccines. FDA advisory on mFLUSIVA this week.
Eli Lilly has acquired 4E Therapeutics, a neuroscience biotech developing non-opioid treatments for chronic pain. This marks Lilly’s 11th deal of 2026 and strengthens its non-opioid pain pipeline.
PepGen has Buy ratings; DM1 drug data mixed, big 2026 results could drive huge upside from very low stock price.
Shareholders get $18.50 per share. The company is expected to combine with Chemical Computing Group after closing. Deal expected to close in Q4 2026.
Edgewise shared encouraging Phase 2 CIRRUS-HCM results for EDG-7500, showing strong improvements in symptoms, biomarkers, and diastolic function across both types of HCM. Larger Phase 3 trials will be required before any approval.
JPMorgan upgrades Camp4 to Overweight, sees strong upside from CMP-002, with trials planned in 2026 and promising early results.
The company expects to decide the best path by year-end 2026.
Context Therapeutics reported positive Phase 1 data for CTIM-76 in heavily pretreated platinum-resistant ovarian cancer, showing a 29% response rate and good safety, but the stock fell due to small trial size.
Medicare plans drug price cuts from 2029, hitting pharma stocks, but long-term impact may be limited by legal and market protections.
enGene is reducing its workforce by ~50% and has stopped patient enrollment in three additional LEGEND trial cohorts to preserve cash while focusing on its pivotal data and planned BLA filing.
Intellia’s one-time gene therapy cut HAE attacks ~90%, boosting hopes for a lasting treatment; FDA review underway, launch possible in 2027.
Cancer drug ACR-368 shows strong early results in endometrial trials biomarker-driven response.
Neumora stopped navacaprant after failed depression trials, cut 35% jobs, shares fell, but keeps advancing 3 other drugs.
Elicio stock plunged after Phase 2 failed main goal, but showed cancer benefit in selected patients.
Canaccord is bullish on Twist Bioscience, citing AI-driven DNA tech growth, strong revenue gains, and upside to $90 target.
Traws Pharma shares fell after delaying its Phase 2 human influenza challenge study due to negative feedback from the UK’s MHRA. The company is now advancing backup flu antiviral candidates.
Raymond James reiterated its Strong Buy rating and $125 price target on Dianthus after the company reported strong early data from the Phase 3 CAPTIVATE study of claseprubart in CIDP.
The company is activating contingency plans, which may cause short-term supply disruptions. Analysts expect limited long-term impact.
MBX reports 57% response at 1 year for canvuparatide in hypoparathyroidism with stable safety, but shares fell on modest results.
Strong analyst support for abdakibart in hidradenitis suppurativa as Avalo advances to Phase 3.
Adial Pharmaceuticals acquires Azora Therapeutics and raises up to $64 million to advance AT177, a novel colon-targeted therapy for ulcerative colitis. Phase 1 studies planned for mid-2027.
Analysts initiate coverage with Buy ratings on Sensei (SNSE), Septerna (SEPN), Kazia (KZIA), NervGen (NGEN), and Sutro (STRO).
