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Arrowhead Pharmaceuticals: More Questions Than Answers After Data Obesity Update (ARWR)
Seeking Alpha· 2026-01-07 03:58
I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up to Growth Stock Forum.Shares of Arrowhead Pharmaceuticals, Inc. ( ARWR ) rose today as the markets reacted to w ...
Zenas BioPharma, Inc. (ZBIO) Discusses Positive Phase 3 INDIGO Trial Results for Obexelimab in IgG4-Related Disease Transcript
Seeking Alpha· 2026-01-07 03:58
PresentationGood morning, everyone. Welcome to the Zenas Biopharma Conference Call. [Operator Instructions] Be advised that this call is being recorded at the company's request, and a replay will be available in the Investors section of the company's website following the call.Jennifer FoxChief Business Officer & CFO Thank you, operator, and thank you all for joining us to discuss the top line results of our registrational Phase III INDIGO trial for obexelimab for the treatment of immunoglobulin G4-related ...
Arrowhead Pharmaceuticals: More Questions Than Answers After Data Obesity Update
Seeking Alpha· 2026-01-07 03:58
I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up to Growth Stock Forum.Shares of Arrowhead Pharmaceuticals, Inc. ( ARWR ) rose today as the markets reacted to w ...
Apogee Therapeutics, Inc. (APGE) Discusses Interim Phase Ib Results of Zumilokibart for Mild-to-Moderate Asthma and Pipeline Developments Transcript
Seeking Alpha· 2026-01-07 03:28
公司近期动态与会议议程 - 公司召开电话会议 介绍最新发展情况 [1] - 公司计划讨论其主导项目zumilokibart(APG777)的管线与产品目标 [3] - 公司首席执行官Michael Henderson将介绍最新发展 [3] - 公司首席医疗官Carl Dambkowski将介绍zumilokibart在轻中度哮喘患者中的1b期中期结果 [3] 公司主导研发项目 - 公司主导项目为zumilokibart 也称为APG777 [3] - 该项目针对的适应症为轻中度哮喘 [3] - 该项目已进入1b期临床试验阶段并获得了中期结果 [3]
Ziihera® (zanidatamab-hrii) Combinations Achieve Unprecedented Results in First-Line HER2+ Locally Advanced or Metastatic GEA including more than Two Years Median Overall Survival Benefit
Globenewswire· 2026-01-07 02:34
Positive results from Phase 3 HERIZON-GEA-01 results support Ziihera as the HER2-targeted agent-of-choice in HER2+ first-line metastatic GEA and Ziihera plus chemotherapy to replace trastuzumab as the new standard of care, with or without tislelizumab regardless of PD-L1 statusLate-breaking results to be presented at the 2026 ASCO Gastrointestinal Cancers Symposium (ASCO GI) on January 8, 2026Ziihera engineered and initially developed by Zymeworks using our proprietary Azymetric™ technology platformZymework ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Galectin Therapeutics Inc. - GALT
Globenewswire· 2026-01-07 02:15
NEW YORK, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Galectin Therapeutics Inc. (“Galectin” or the “Company”) (NASDAQ: GALT). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Galectin and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] Dec ...
As AI Valuations Stretch, Health Care ETFs Step Into The Growth Spotlight
Benzinga· 2026-01-07 02:09
行业前景与投资逻辑 - 医疗保健ETF可能在2026年成为表现较强的板块之一 因投资者对价格高昂的AI股票变得谨慎[1] - 医疗保健板块重新成为受青睐的配置方向 因市场在经历了波动的2025年后变得更具选择性 这一转变反映了估值纪律和盈利可见性的改善[3] - 摩根士丹利强调医疗保健板块今年可能表现出色 理由是用于治疗肥胖和糖尿病的GLP-1药物采用率不断增长[4] - 医疗保健板块的吸引力并非纯粹由增长驱动 该板块还具有防御性特征 其背后是稳定的需求、人口老龄化和经常性收入流 这些因素在投资者为潜在的政策转变、经济增长放缓和持续利率不确定性做准备时尤其具有吸引力[9] 主要ETF产品与特点 - State Street Health Care Select Sector SPDR ETF和Vanguard Health Care Index Fund ETF等基金提供了对相关主题的敞口 且没有与拥挤的科技交易相关的估值风险[2] - XLV是规模最大的医疗保健ETF之一 提供对美国行业巨头的集中敞口 包括制药商、管理式医疗公司和医疗器械制造商 其投资组合包括礼来公司和艾伯维公司 其对大盘股的偏向有助于控制波动性 同时捕捉与药物创新和医疗保健使用率上升相关的盈利增长[5] - 对于寻求更广泛多元化的投资者 VHT涵盖数百只医疗保健股票 范围涉及制药、生物技术、医疗保健设备和服务 其前几大持仓包括直觉外科公司、雅培实验室和联合健康集团 该基金更广泛的敞口使其对任何单一药物或公司的依赖度降低 这一特性随着投资者寻求降低个股特定风险而更具吸引力[6] - 周二 XLV和VHT均上涨超过1.5%[7] 细分领域机会 - 对减肥药不断增长的需求、政策顺风以及该行业的防御性特质为板块提供了支撑[2] - 减肥药需求的增长正在扩展到全球市场[3] - GLP-1药物的趋势正传导至大型制药公司、生物技术公司和医疗保健服务提供商 其中许多是主要医疗保健ETF的核心持仓[4] - 更专业的医疗保健ETF也引起关注 例如专注于生物技术的iShares Biotechnology ETF和State Street SPDR S&P Biotech ETF 它们往往波动性更大 但提供了与体重管理和代谢疾病相关的药物研发管线的杠杆化敞口 这两只基金今日交易均呈上涨[8] 市场定位与策略 - 随着AI重仓投资组合日益拥挤 医疗保健ETF今年可能开始被用作再平衡工具 而非投机性押注[10] - 对于希望继续投资创新 同时退出过热科技交易的投资者而言 专注于医疗保健的ETF正成为一个实用的中间选择 在一个要求选择性的市场中 提供了增长、稳定性和更清晰的盈利路径[10]
Dow Jumps Over 400 Points; US Services Activity Falls In December
Benzinga· 2026-01-07 01:58
U.S. stocks traded higher midway through trading, with the Dow Jones gaining more than 400 points on Tuesday.The Dow traded up 0.86% to 49,397.20 while the NASDAQ gained 0.45% to 23,500.32. The S&P 500 also rose, gaining, 0.48% to 6,934.99.Check This Out: How To Earn $500 A Month From Jefferies Financial Stock Ahead Of Q4 EarningsLeading and Lagging SectorsHealth care shares gained by 2% on Tuesday.In trading on Tuesday, energy stocks dipped by 1.2%.Top HeadlineThe S&P Global services PMI declined to 52.5 i ...
Instil Bio Shares Plunge Nearly 46% After Pipeline Discontinuation
RTTNews· 2026-01-07 01:57
Instil Bio, Inc. (TIL) shares tumbled 45.97 percent on heavy trading, falling $5.65 to $6.64 on Tuesday, after the company announced the discontinuation of clinical development for AXN-2510 and the termination of its license and collaboration agreement with ImmuneOnco Biopharmaceuticals for AXN-2510 and AXN-27M. The biotech company said its wholly owned subsidiary, Axion Bio, decided to halt development of AXN-2510, leading to the termination agreement with ImmuneOnco. The news triggered sharp selling pres ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Zenas BioPharma, Inc. - ZBIO
Globenewswire· 2026-01-07 01:50
NEW YORK, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Zenas BioPharma, Inc. (“Zenas” or the “Company”) (NASDAQ: ZBIO). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Zenas and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On January 5, 2 ...