Jul 30, 2026
U.S. biotech IPOs have returned 55% on average this year, crushing the broader IPO market. Nvidia exited Recursion as ARK Invest bought shares, while Revolution Medicines gained 132% on strong pancreatic cancer data.
Jul 22, 2026
FDA granted traditional approval to Novartis' Fabhalta (iptacopan) for IgA nephropathy. Phase 3 APPLAUSE-IgAN data showed eGFR decline slowed by 48% versus placebo over two years.
Jul 21, 2026
Crispr Therapeutics AG trades at $47.78 with a $4.78B market cap, while Moderna trades at $61.82 with a $25.06B market cap, about 5.2 times larger. Both face losses, but CRISPR's Casgevy approval and Moderna's pipeline advances shape divergent analyst outlooks.
Aug 07, 2026
Moderna posted a narrower-than-expected Q2 loss, with mFLUSIVA awaiting an FDA decision and a Phase 3 norovirus trial missing early success criteria. It reaffirmed 2026 revenue growth and cash guidance.
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.
Apr 05, 2026
Biotech investors are closely watching cystic fibrosis drug trials, rare-disease therapies and regulatory catalysts. Sionna Therapeutics is advancing a new CF drug class, while Praxis Precision Medicines targets essential tremor. FDA staffing challenges add uncertainty to approval timelines.
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.
Jul 21, 2026
The acute pain market reached $4.5B in 2025, with 98% of pain drugs generic. Voltage-gated sodium channel inhibitors like Journavx offer non-opioid relief, while 39% of the pipeline uses non-small-molecule modalities.
Jul 15, 2026
Vertex Pharmaceuticals dominates cystic fibrosis therapies with TRIKAFTA/KAFTRIO generating $2.57 billion in Q4 2025 and ALYFTREK ramping to $380.1 million. The company posted strong free cash flow of $3.19 billion in 2025 and is expanding into pain, kidney disease, and gene-editing therapies.
Jul 07, 2026
Vertex's Phase 3 RAINIER trial of povetacicept in IgA nephropathy met its primary endpoint with a 52% UPCR reduction. The FDA granted rolling review, and Vertex plans full BLA submission by end of March. Shares rose on the news and analyst upgrades.
May 16, 2026
CRISPR Therapeutics said CASGEVY launch momentum is building and multiple pipeline assets could generate data in the next 12 to 18 months. The company also highlighted zugo-cel progress in oncology and autoimmune disease.
May 10, 2026
Vertex secured a Germany reimbursement agreement for CASGEVY and signed a WuXi Biologics pact for a preclinical autoimmune T-cell engager. The moves add to efforts to build revenue beyond cystic fibrosis.
May 05, 2026
Vertex completed the rolling BLA submission for povetacicept in IgA nephropathy after positive Phase 3 RAINIER interim data. The company plans to use a Priority Review Voucher to accelerate FDA review.
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 07, 2026
CRISPR Therapeutics reported a $581.6 million net loss in 2025 with revenue of just $3.5 million, while continuing to advance its gene-editing pipeline including the approved CASGEVY therapy and next-generation CAR T cell programs. The company maintains strategic partnerships and expects current funds to support operations for at least 24 months.
Mar 28, 2026
CRISPR Therapeutics reported a Q4 2025 loss of $1.37 per share, missing estimates, with revenues of $0.9 million falling short of expectations. The company's partner Vertex recorded $54 million in Casgevy sales for the quarter, with regulatory submissions for pediatric label expansion planned for early 2026.
Mar 24, 2026
The cell therapy manufacturing market is projected to reach $14.01 billion by 2035, with CAR-T therapies dominating at 65% market share. Recent FDA approvals for new CAR-T indications and Japanese regulatory acceleration highlight growing clinical adoption, while research advances include new anti-aging protein platforms and CRISPR-based treatments.
Mar 23, 2026
The global orphan drugs market is projected to grow from $223.76 billion in 2023 to $486.51 billion by 2032, with North America leading at 38% market share. Over 500 orphan drugs are approved with more than 800 candidates in clinical trials, driven by regulatory incentives and major pharmaceutical company investments in rare disease therapies.
Mar 17, 2026
Global orphan drug sales are forecast to reach $409 billion by 2032, representing one-fifth of prescription drug sales, with Johnson & Johnson and Argenx leading the market amid regulatory uncertainty.
Feb 26, 2026
The FDA has issued draft guidance that may speed approval pathways for rare disease therapies using genome editing technologies, potentially benefiting CRISPR Therapeutics' pipeline of six clinical-stage candidates.