Bio Stocks™

Big Pharma M&A set for mega year as patent expiries drive deal urgency. $XBI $IBB If the current pace holds, 2026 biopharma M&A could top $250 billion, making it the #2 year on record after 2019’s $328 billion. #biotech ca.finance.yahoo.com/news/big-pharm…

$CLNN

$ATOS Receives FDA Rare Pediatric Disease Designation for (Z)-Endoxifen for McCune-Albright Syndrome

Bubble effect: The explosive growth of GLP-1 drugs is creating a 'bubble effect' that is paradoxically tightening the competitive landscape in Big Pharma. $XBI $IBB For the first time in 16 years, oncology has been surpassed as the largest contributor to late-stage pipeline value by obesity treatments. cnbc.com/2026/05/04/weg…

$CADL CC May 15 at 1 pm Following Presentation of Extended Data from Phase 3 Trial of Aglatimagene Besadenovec in Localized Prostate Cancer at #AUA26

$AXSM total 1Q'26 net product revenue of $191.2M, ↑ 57% YoY. AUVELITY net product sales $153.2M, ↑ 59% YoY. Cash and cash equivalents $305M

$AXSM PT raised to $281 at Deutsche Bank

$CLNN After Successful FDA Meeting, Clene Filing Accelerated Approval NDA for ALS invest.clene.com/news-releases/…

$MIRM Primary Endpoint Met in VISTAS Study of Volixibat in Patients with Primary Sclerosing Cholangitis - Statistically significant and clinically meaningful 2.72 point reduction from baseline and 1.64 point placebo-adjusted (p=<0.0001) reduction in primary endpoint of cholestatic pruritus

$CELC PT raised to $157 at Needham

$CABA $150M offering priced at $2.90 per share. Bain Capital, Adage Capital, Cormorant Asset Management, and other existing investors, multiple new mutual and sovereign wealth funds, and $LLY

🧬 Biopharma 𝕏 Weekly Recap 📝 This week in biotech: Obesity race intensifies, in vivo CRISPR reaches Phase 3 milestone, oncology catalysts accelerate, and immunology pipeline momentum strengthens across biotech sector See interesting posts/ppl to check out! 👇 @bioinvestor24 $RVMD RAS momentum builds in pancreatic cancer as big pharma interest rises » x.com/bioinvestor24/… @MarcJacksonLA $VNDA launches NEREUS™ (tradipitant), first new motion sickness drug approved in over 40 years » x.com/MarcJacksonLA/… @threadanddoc $CELC Phase 3 VIKTORIA-1 hits primary endpoint in PIK3CA-mutant breast cancer » x.com/threadanddoc/s… @adamfeuerstein $ARVN receives FDA approval ahead of June 5 PDUFA date; launch plans advancing with Pfizer » x.com/adamfeuerstein… @Franca_ole $SGMO presents precision TRAC locus gene editing platform at #ASGCT2026 » x.com/Franca_ole/sta… @EricTopol Ozempic shows reduced alcohol consumption in first randomized placebo-controlled trial in alcohol use disorder @The Lancet » x.com/EricTopol/stat… @Pharmdca $VKTX fully enrolls Phase 3 VANQUISH obesity trials; VK3019 Phase 1 planned for 2Q26 » x.com/Pharmdca/statu… @AIStockSavvy $LLY Q1 revenue rises 56% YoY to $19.8B as Mounjaro and Zepbound drive growth » x.com/AIStockSavvy/s… @BIOTECHSCANNER $IOVA Amtagvi shows 26% ORR in NSCLC as Fast Track momentum builds » x.com/BIOTECHSCANNER… @doepke_michel Boehringer Ingelheim advances $GUBRA obesity triple agonist into Phase 2 amid rising obesity race momentum » x.com/doepke_michel/… @Gantosj $CRDL reaches 75% enrollment milestone, ahead of planned timeline » x.com/Gantosj/status… @HOThomasWPhelps $CRVS data support soquelitinib durability in atopic dermatitis and potential asthma expansion via ITK inhibition » x.com/HOThomasWPhelp… @BioStocks $ACRS reports positive Phase 1a ATI-052 data and advances ATI-2138 into lichen planus » x.com/BioStocks/stat… @jfais20 $ARQT seeks expanded Zoryve label in atopic dermatitis down to 3 months old » x.com/jfais20/status… @semodough $LLY broadens Foundayo launch tracking across retail, telehealth, and mail order channels » x.com/semodough/stat… @Andre_AGTC $MANE holds $400M+ cash as focus turns to upcoming women’s hair loss data » x.com/Andre_AGTC/sta… @GeneInvesting $NTLA reports first Phase 3 in vivo CRISPR data in HAE with 87% attack reduction » x.com/GeneInvesting/… @PersimmonTI $ORKA reports 63.5% PASI 100 for ORKA-001, reinforcing psoriasis leadership potential » x.com/PersimmonTI/st…

$LLY's oral weight loss pill Foundayo hits 5,612 prescriptions in the third week after launch. Meanwhile, $NVO's oral Wegovy crossed 134,000 prescriptions in its 16th ‌week. $VKTX reuters.com/business/healt…

Can’t wait for the JPMorgan Movie

$INCY Announces FDA Approval Of Jakafi XR (Ruxolitinib) Extended-Release Tablets For The Treatment Of Myelofibrosis, Polycythemia Vera and GVHD investor.incyte.com/news-releases/…

Canada Approves Its First Generic Version of $NVO's Ozempic. $RDY $LLY First G7 country to authorize generic semaglutide. bnnbloomberg.ca/business/2026/…

US prescription spending could top $1 trillion. GLP-1s lead the way. $LLY's Tirzepatide is the nation's top-selling drug. It generated wholesale purchases of nearly $63 billion in 2025. $NVO $XBI usatoday.com/story/money/20…

$LLY More than 20,000 people are taking Eli Lilly’s weight-loss pill, Foundayo. $NVO $VKTX cnbc.com/2026/04/30/eli…

$LLY CEO David Ricks on Q1 results, Zepbound-Mounjaro sales growth and launch of Foundayo pill. $NVO cnbc.com/video/2026/04/…