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Mar 30, 2026
Roche Holding AG shares show potential undervaluation despite strong returns, with DCF models suggesting 59% upside. The pharmaceutical giant trades at P/E ratios below fair value estimates while maintaining solid financial performance and dividend growth. Recent pipeline developments and product innovations support long-term growth prospects.
Mar 21, 2026
AI-powered drugmaker Earendil Labs secured $787 million to advance biologics for autoimmune diseases and cancer, while Immunic locked in up to $400 million to fund Phase 3 trials of its multiple sclerosis therapy.
Mar 16, 2026
Three recent studies reveal connections between gut microbiome composition and health outcomes, identifying specific bacterial groups associated with recovery and disease, plus genetic variants that shape microbial communities.
Mar 14, 2026
Nektar Therapeutics is advancing its immunology pipeline with plans to initiate Phase 3 trials for REZPEG in atopic dermatitis next quarter, following positive Phase 2b results. The company recently completed a large equity raise to support its regulatory T cell-focused programs.
Mar 06, 2026
A Phase 1 trial of azer-cel, a CAR T-cell therapy using donor T-cells to target B-cells, is recruiting patients with progressive multiple sclerosis at eight U.S. sites. Separately, multiple randomized trials are comparing hematopoietic stem cell transplantation against high-efficacy disease-modifying therapies.
Mar 05, 2026
The large molecule drug substance CDMO market is expected to grow at approximately 9% CAGR through 2031, driven by rising demand for biologics and biosimilars, streamlined regulatory approval pathways, and increasing FDA and EMA approvals for biologic therapies.
Mar 05, 2026
Over 10 companies are developing 12+ pipeline therapies for Neuromyelitis Optica Spectrum Disorder, including Roche's satralizumab Phase III pediatric trial and multiple anti-CD20 monoclonal antibody candidates.
Mar 04, 2026
Ocular Therapeutix's Axpaxli outperformed low-dose Eylea in a Phase 3 trial for wet AMD, while Oculis Holding reported narrowed Q4 losses and expects Phase 3 trial readouts for OCS-01 in Q2 2026.
Feb 25, 2026
Phase III FENtrepid trial results show investigational BTK inhibitor fenebrutinib met its primary endpoint of non-inferiority to ocrelizumab in primary progressive MS, with a 12% reduction in disability progression risk and strongest effect on upper limb function.
Feb 25, 2026
The Trump administration's pharmaceutical deals and TrumpRx program claim to lower drug prices, but analysis reveals limited savings, pre-existing investments, and weakened Medicare negotiation provisions that may cost billions.
Feb 23, 2026
Merck and Mayo Clinic announced a research collaboration allowing Merck to use AI and advanced analytics with Mayo's clinical and genomic datasets for drug discovery, initially focusing on dermatology, neurology, and gastroenterology.
Feb 19, 2026
Vie Ventures, a life sciences venture capital firm focused on autoimmune and immune-mediated diseases, announced that Jeff Bluestone, PhD, has been named Managing Director, joining founders Steven St. Peter, MD, and Luke Evnin, PhD.
Feb 18, 2026
Merck announced a strategic collaboration with Mayo Clinic to leverage AI and advanced analytics in drug discovery, focusing initially on inflammatory bowel disease, atopic dermatitis, and multiple sclerosis.
Feb 18, 2026
Merck and Mayo Clinic announced a research agreement on February 18, 2026, to integrate AI and advanced analytics into drug discovery, initially targeting inflammatory bowel disease, atopic dermatitis, and multiple sclerosis.
Feb 18, 2026
Merck and Mayo Clinic announced a research and development agreement to apply artificial intelligence and multimodal clinical data to support drug discovery and development, marking Mayo Clinic's first strategic collaboration of this scale with a global biopharmaceutical company.
Feb 18, 2026
Merck and Mayo Clinic announced a research and development agreement to apply artificial intelligence, advanced analytics and multimodal clinical data to support drug discovery and development, marking Mayo Clinic's first strategic collaboration of this scale with a global biopharmaceutical company.
Feb 18, 2026
Merck and Mayo Clinic announced a research and development agreement to leverage artificial intelligence, advanced analytics, and clinical-genomic data for drug discovery and precision medicine, initially focusing on inflammatory bowel disease, atopic dermatitis, and multiple sclerosis.
Feb 17, 2026
BioNxt Solutions Inc. receives European Patent No. 4539857 for its proprietary sublingual cladribine oral thin film drug delivery technology, providing protection across up to 39 European Patent Convention states through at least June 14, 2043.
Feb 14, 2026
Eli Lilly achieved positive outcomes for nearly all R&D key events in 2025 and acquired Orna Therapeutics for $2.4 billion to develop circular RNA therapies for autoimmune diseases.
Feb 14, 2026
Eli Lilly acquired Orna Therapeutics for $2.4 billion and announced multiple partnerships while investing in AI drug discovery infrastructure, including building the industry's largest AI supercomputer to boost clinical trial success rates.
