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Trump’s Market Maelstrom: Deals, Fusion, and the Perpetual Tariff Tango
Stock Market News· 2025-12-20 14:00
In the unpredictable theater of global finance, few figures command attention quite like Donald J. Trump. His pronouncements, often delivered with the subtlety of a sledgehammer, consistently send ripples, if not tidal waves, through the stock markets. The closing weeks of 2025 have proven no exception, offering a fresh batch of market-moving maneuvers that leave analysts scratching their heads and investors reaching for their antacids. From “historic” drug price cuts that somehow boost pharma stocks to a s ...
3 Cancer Stocks to Buy Amid Rapid Advances in Cancer Treatment
ZACKS· 2025-12-19 00:40
全球肿瘤市场概览 - 全球肿瘤市场正经历重大演变,由癌症发病率上升和科学快速进步所驱动[2] - 美国癌症协会估计,2025年美国将记录约204万新发癌症诊断和超过61.8万癌症相关死亡[2] - 全球范围内,人口老龄化和生活方式相关风险因素导致癌症患病率上升,推动肿瘤医疗支出持续增长[2] 治疗与技术创新 - 免疫疗法、靶向治疗和个性化疫苗等创新正在重塑癌症治疗,提供了超越传统化疗和放疗的更多选择[3] - 免疫疗法策略包括检查点抑制剂、CAR-T疗法、治疗性疫苗和溶瘤病毒,利用人体免疫系统靶向肿瘤[3] - 靶向疗法通过聚焦特定基因突变提高治疗精准度,而个性化癌症疫苗是精准肿瘤学的重要进展[3] - 基因组测序、人工智能和机器学习等新兴技术正在加速生物标志物发现、改善患者分层并支持更早诊断[4] - 尽管通用疗法尚未实现,但多种癌症类型的生存率和生活质量改善突显了科学进步和早期干预的影响[4] 药企战略与投资 - 诺华、阿斯利康、强生、辉瑞、艾伯维、默克、百时美施贵宝和礼来等全球领先药企正通过抗体药物偶联物、双特异性抗体和下一代免疫肿瘤疗法加强其肿瘤产品组合[5] - 小型生物技术公司在创新中持续发挥关键作用,推动与大公司的合作、许可协议和收购[5] - 持续的创新、有利的报销动态以及日益增多的治疗方案,使肿瘤学成为全球医疗保健领域对长期投资者最具持久性和吸引力的细分市场之一[6] 强生公司 - 强生是肿瘤领域的关键制药企业之一,在血液癌症和实体瘤方面拥有重要专长[8] - 其肿瘤部门目前约占其总收入的27%[9] - 在前九个月,其肿瘤销售额按运营基础计算增长了20.6%,达到185.2亿美元,主要受多发性骨髓瘤治疗药物Darzalex和前列腺癌药物Erleada等关键产品的强劲市场增长和份额提升推动[9] - Carvykti、Tecvayli、Talvey、Rybrevant以及Lazcluze等新癌症药物因上市表现强劲,对增长贡献显著[9] - 过去几年,强生的肿瘤研发管线在结直肠癌和头颈癌方面取得了有希望的进展,获得了八项概念验证结果,推动候选药物进入后期关键研究[10] - 强生正通过并购交易构建其肿瘤管线,例如最近宣布收购Halda Therapeutics以加强其在前列腺癌等领域的管线[11] - 强生预计其肿瘤销售额到本十年末将达到500亿美元[12] ImmunityBio公司 - ImmunityBio的主要药物Anktiva于2024年4月在美国获批,与卡介苗联合治疗对卡介苗无应答的非肌层浸润性膀胱癌[13] - Anktiva是一种首创的IL-15激动剂IgG1融合复合物,需求趋势强劲,截至2025年已产生7470万美元的销售额,销量增长了467%[13] - 该药物正在欧盟接受审查,欧洲药品管理局上周建议授予其在欧盟用于治疗对卡介苗无应答的非肌层浸润性膀胱癌的有条件上市许可[14] - ImmunityBio正在同时评估Anktiva单药或与其他药物联用,以扩大其在膀胱癌以及其他癌症适应症如非小细胞肺癌、胶质母细胞瘤和非霍奇金淋巴瘤中的应用[15] - 在非小细胞肺癌研究中,Anktiva显示出逆转淋巴细胞减少和延长总生存期的潜力;在胶质母细胞瘤研究中,其在实现疾病控制方面显示出强有力的数据[15] Foghorn Therapeutics公司 - Foghorn Therapeutics利用其专有的Gene Traffic Control平台,开发针对染色质调控系统内基因驱动脆弱性的新型精准疗法[16] - 公司与礼来合作共同开发和商业化其选择性SMARCA2肿瘤学项目以及另一个未公开的肿瘤靶点[17] - 其领先候选药物FHD-909是一种首创的SMARCA2抑制剂,正在一项针对SMARCA4突变癌症(重点是NSCLC)的I期剂量递增研究中推进,初步数据预计于2026年获得[17] - FHD-909在多个SMARCA4突变肺癌模型中显示出显著的抗肿瘤活性,治疗SMARCA4突变非小细胞肺癌患者存在显著未满足需求[17] - 公司的临床前管线包括针对CBP、EP300和ARID1B基因的全资、首创选择性降解剂项目[18]
Lunai Bioworks (NASDAQ: LNAI) Featured in International Business Times as AI Partnership Talks Advance
Prnewswire· 2025-12-18 22:00
AI-powered drug discovery and biodefense company engages pharma on CNS programs amid rising deal activity SACRAMENTO, Calif., Dec. 18, 2025 /PRNewswire/ -- Lunai Bioworks Inc. (NASDAQ: LNAI), an AI-driven pharmaceutical discovery company, was featured in International Business Times in a year-end analysis highlighting the company's strategic positioning, active partnership discussions, and favorable market dynamics as 2025 draws to a close. International Business Times also examined several company-specific ...
REGENXBIO to Present at the 44th Annual J.P. Morgan Healthcare Conference
Prnewswire· 2025-12-18 20:05
A live webcast of the presentation can be accessed in the Investors section of REGENXBIO's website at www.regenxbio.com. An archived replay of the webcast will be available for approximately 30 days following the presentation. th ROCKVILLE, Md., Dec. 18, 2025 /PRNewswire/ -- REGENXBIO Inc. (Nasdaq: RGNX) today announced it will present at the 44 Annual J.P. Morgan Healthcare Conference. Presentation Details Date and Time: Wednesday, January 14, 2026 at 10:30 a.m. PT Location: Westin St. Francis, San Francis ...
Zacks Industry Outlook Arcutis, Amicus and ANI
ZACKS· 2025-12-18 17:46
For Immediate ReleaseChicago, IL – December 18, 2025 – Today, Zacks Equity Research Equity areArcutis Biotherapeutics (ARQT) , Amicus Therapeutics (FOLD) , ANI Pharmaceuticals (ANIP) ,Industry: BiotechLink: https://www.zacks.com/commentary/2805501/5-biotech-stocks-to-watch-for-potential-upsideThe volatile biotech industry has put up a strong performance in 2025 despite the uncertain macroeconomic environment. While the tariff saga hit the pharma/biotech industry earlier in the year, the sector held up well, ...
Novartis, Roche back US efforts to lower drug costs amid talk of pricing deal
Reuters· 2025-12-18 17:30
Swiss pharma giants Novartis and Roche on Thursday backed U.S. efforts to lower the cost of drugs and are working with the Trump administration towards that goal following a report they are close to a pricing deal. ...
Novartis, Roche near US drug price deal, Bloomberg News reports
Reuters· 2025-12-18 02:14
The White House is set to announce drug pricing deals with pharmaceutical heavyweights Novartis AG and Roche Holding AG as soon as Friday, Bloomberg News reported on Wednesday citing people familiar w... ...
Top 2 Health Care Stocks That May Keep You Up At Night In December
Benzinga· 2025-12-16 21:30
As of Dec. 16, 2025, two stocks in the health care sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to B ...
Top 2 Health Care Stocks That May Keep You Up At Night In December - Henry Schein (NASDAQ:HSIC), Paranovus Entertainment (NASDAQ:PAVS)
Benzinga· 2025-12-16 21:30
文章核心观点 - 截至2025年12月16日,医疗保健板块中有两只股票可能向将动量作为关键交易决策依据的投资者发出警告信号 [1] - 这两只股票因其相对强弱指数(RSI)读数表明它们可能处于超买状态 [2] 动量指标分析 - RSI是一种动量指标,通过比较股票在上涨日和下跌日的强度来衡量其动量 [2] - 当RSI高于70时,资产通常被视为超买 [2] - 文章列出了该板块中主要处于超买状态的股票 [2] Avidity Biosciences Inc (RNA) 详情 - 公司于11月10日公布季度财报,每股亏损1.27美元,低于分析师普遍预期的每股亏损1.11美元 [5] - 季度销售额为1247.5万美元,远超分析师普遍预期的193.2万美元 [5] - 公司总裁兼首席执行官Sarah Boyce表示,已于10月与诺华(Novartis)达成最终合并协议,此举旨在为投资者实现价值最大化,加速其创新神经科学管线的全球推广 [5] - 过去六个月公司股价上涨约141%,52周高点为71.90美元 [5] - 其RSI值为76 [5] - 截至周一收盘,股价上涨0.04%,报收于71.86美元 [5] - 其动量评分为95.79 [5] Henry Schein Inc (HSIC) 详情 - 巴克莱分析师Glen Santangelo于12月9日启动对Henry Schein的覆盖,给予“增持”评级,并宣布目标价为86美元 [5] - 过去五个交易日公司股价上涨约6%,52周高点为82.49美元 [5] - 其RSI值为71.1 [5] - 截至周一收盘,股价上涨1.1%,报收于77.39美元 [5]
11 Most Profitable NYSE Stocks to Buy Right Now
Insider Monkey· 2025-12-15 12:41
In this article, we will look at the 11 Most Profitable NYSE Stocks to Buy Right Now.On December 12, Adam Parker, Trivariate Research founder and CEO, appeared on CNBC’s ‘Squawk on the Street’ to talk about his view on the ‘buy high and sell low’ mantra. He was of the view that valuation doesn’t work for picking stocks, as we have seen that we cannot buy super cheap stocks.Similarly, one can also not buy stocks that are down from 52 week highs because of underperformance. According to him, buy low, sell hig ...