Jun 18, 2026
The FDA has accepted Gilead's New Drug Application for the investigational once-daily HIV regimen bictegravir/lenacapavir and granted priority review, with a PDUFA action date of August 27, 2026. The filing is supported by Phase 3 ARTISTRY-1 and ARTISTRY-2 data showing comparable efficacy in maintaining virological suppression. If approved, BIC/LEN would be the smallest single-tablet regimen for HIV treatment.
Jul 12, 2026
WHO has launched the PARTNERS clinical trial testing MBP134 and remdesivir for Bundibugyo virus disease in the DRC. Advisers recommend limiting all candidate Ebola drugs to clinical trials. The outbreak has caused 1,792 confirmed cases and 625 deaths as of July 9.
Jul 29, 2026
A JAMA Oncology study finds breast cancer patients using complementary and alternative medicine face a higher risk of death. A new molecule SU212 shows promise against triple-negative breast cancer, and global breast cancer cases are projected to rise to 3.5 million by 2050.
Jul 27, 2026
IBBQ posted a 43.6% one-year return and 38% max drawdown, while IBB has $9.61B AUM and no dividends. IBBQ outperformed VHT and IXJ over one year but with higher volatility.
Jun 20, 2026
Amgen shares have fallen 12.6% in three months despite relatively solid Q1 results, while Novo Nordisk maintains a 54.6% global GLP-1 market share. Both companies face pipeline competition and pricing pressures.
Aug 06, 2026
FBT biotech ETF is up 20.35% YTD and 53.20% over one year, beating category averages and IBB. Its concentrated equal-weight 30-stock portfolio carries a 0.55% expense ratio and $2.9B AUM.
Jun 16, 2026
The U.S. FDA has accepted Gilead's application for an investigational once-weekly oral lenacapavir for HIV prevention, with a review date set for February 2027. Concurrently, PEPFAR and The Global Fund are expanding access to the twice-yearly injectable version to a total of 3 million people by 2028. Gilead will present new data on both lenacapavir and a novel bictegravir/lenacapavir combination at CROI 2026.
Jun 09, 2026
Merck and Gilead discontinued a Phase 3 lung cancer trial due to lack of statistical significance, while Pfizer initiated a new Phase 1 trial and Roivant Sciences completed enrollment in its Phase 2 PHocus trial for pulmonary hypertension.
Jun 08, 2026
Gilead Sciences reported Q1 2026 total product sales of $6.9 billion, up 5% year over year, with HIV revenue growing 10% to $5.0 billion. The company raised its full-year 2026 base business revenue guidance by $400 million to $29.4–$29.8 billion. Non-GAAP diluted EPS was $2.03, up 12%, while the company advanced its oncology and cell therapy pipeline.
May 22, 2026
FDA approves AstraZeneca and Daiichi Sankyo's Datroway for first-line TNBC patients not eligible for PD-1/L1 inhibitors, based on Phase III TROPION-Breast02 data showing a 21% reduction in risk of death versus chemotherapy.
May 12, 2026
Trump secured agreements with 16 pharmaceutical companies tied to TrumpRx.gov, including most-favoured-nation pricing and direct-to-patient discounts. Several companies disclosed price cuts for obesity, diabetes, insulin and other medicines.
Apr 23, 2026
Eli Lilly, AbbVie, Vertex, Gilead Sciences and Pfizer were identified as pharmaceutical stocks to watch, with Abbott Laboratories and McKesson appearing on a separate seven-stock list.
Apr 15, 2026
Lenacapavir was launched in Zimbabwe in February 2026 as Kenya became the fourth African country to start administering the twice-yearly HIV prevention injection. The rollout follows launches in Eswatini and Zambia in December 2025, five months after US FDA approval.
Apr 01, 2026
Market analysis reports project substantial growth through 2033 across sarcopenia treatments, oncology injection drugs, and ASO-based therapies. Major pharmaceutical companies including Pfizer, Merck, Roche, Novartis, and Amgen feature prominently across all three therapeutic areas. The reports cover market segmentation, geographic analysis, and competitive landscapes for each sector.
Apr 01, 2026
AI could compress drug development from 10-15 years to as little as six years, accelerating discovery and reducing late-stage trial failures. However, clinical trial execution remains heavily dependent on human oversight, with AI estimated to cut costs only 10-15% while facing regulatory and liability constraints. Major pharma companies like Gilead are investing in AI research centers despite practical limitations in trial implementation.
Mar 20, 2026
The multiple myeloma treatment landscape is rapidly expanding with over 75 companies developing 80+ pipeline therapies, while clinicians navigate evolving questions about transplant timing, quadruplet regimens, and minimal residual disease testing in newly diagnosed patients.
Mar 20, 2026
Gilead Sciences has agreed a global licensing deal worth up to $1.5 billion with China's Genhouse Bio for its synthetic lethal cancer candidate GH31, a MAT2A inhibitor with IND clearance in the USA and China.
Mar 12, 2026
New market reports forecast significant expansion in CAR T-cell therapy, US pharmaceutical drug delivery, and healthcare nanotechnology sectors, driven by chronic disease prevalence and technological advances.
Mar 06, 2026
South Africa is working to identify local manufacturers for lenacapavir, a twice-yearly injectable HIV prevention drug that showed near-perfect efficacy in clinical trials. Kenya has already received 21,000 doses of the medication.
Mar 04, 2026
Citius Pharmaceuticals reported $3.9 million in first revenue from LYMPHIR's December 2025 launch for cutaneous T-cell lymphoma, while subsidiary Citius Oncology announced positive Phase 1 data showing 86% response rate when LYMPHIR was administered prior to CAR-T therapy in high-risk lymphoma patients.
