Shah Capital Challenges Novavax Leadership; IVVD, REPL Updates
13April: What does @Novavax's 2d largest shareholder @ShahCapitalMgmt say is its case against company leadership? Read Shah's criticisms and $NVAX's response, plus updates on $IVVD and $REPL in my latest StockWatch for @GENbio: https://t.co/0a3pUN9sD2
Avalyn Pharma Outlines IPO Fund Allocation, IVVD, REPL Updates
13April: How does Avalyn Pharma plan to spend the proceeds of the IPO for which it has filed paperwork? Read what's been made public about the company's planned initial public offering, plus updates on $IVVD and $REPL in my latest...
Eli Lilly's Oral GLP‑1 Faces Price War Threat
6April: Why are @EliLillyandCo investors concerned that sales of its just-approved oral GLP-1 may be dampened this year by a price war with @novonordisk? Read about $LLY & $NOVOB plus updates on $INO $ORIC & $SGMO in my latest StockWatch for @GENbio: https://t.co/leir6iyURg
GEN's First Top‑10 Organoid Companies and Growth Drivers
3April: Which are GEN's first-ever Top 10 Organoid Companies (5 publicly traded, 5 privately held)? And what's driving growth for these and other organoid companies? Check out my latest A-List for @GENbio: https://t.co/6D589lVk9s
Lilly‑InsilicoMeds Partnership Grows to $2.75 B
30March: How did @EliLillyandCo and @InSilicoMeds begin and expand their collaboration into the up-to-$2.75B partnership announced Sunday? Read about $LLY and $3696 in the latest for @GENbio from me and colleague @xiaofei_lin: https://t.co/KtXOWFjGdq
Biotech IPOs Falter as Companies Pull Planned Listings
16March: Which companies recently withdrew their planned IPOs? And how much have the stocks of this year's #biotech IPOs risen or fallen this year? Read about the IPO market plus updates on $BNTX, $IXHL, and $INKT in my latest StockWatch...
Evotec's Horizon Plan: Site Closures and Retentions
12March: Which sites is @Evotec shutting down as part of its latest restructuring effort--and which sites will the company keep open? Read about $EVT / $EVO's "Horizon" initiative in my latest for @GENbio: https://t.co/owxn9Far1Y
QURE-FDA Turbulence Highlights Market Volatility, MRNA Settlement Relief
9March: What a roller-coaster ride with $QURE and @US_FDA ! I sum up a wild week--plus $MRNA's could've-been-worse settlement with $ABUS & $ROIV (w/ insights from CEO Matt Gline) and updates from $DAWN and $TNGX in my latest StockWatch for...
Theravance Biopharma Faces Second Layoff Wave After Phase III Flop
5March: Back in 2021, I wrote about a significant round of layoffs at Theravance Biopharma ( $TBPH). The company is cutting jobs again, and has begun a strategic review, after a Phase III failure. Details in my latest for @GENbio:...
GENB CEO Describes Emotional Whirlwind Going Public
2March: How did @generate_biomed CEO @mike_nally describe his whirlwind of emotions as his company went public? Read what he and CFO Jason Silvers, MD, JD said about $GENB plus updates on $CASIF, $NVAX, $PMVP & $SRPT in my latest StockWatch...
Foresite Capital’s Key Criteria for Investing in Biotech Startups
22February: What does @ForesiteCapital look for in the therapeutics and instrument startups in which it invests? Read founder & CEO @JTananbaum MD's response + more insights from him and the firm's Michael Rome PhD in my latest Q&A interview for...
