Latest news with #biopharma
Yahoo
a day ago
- Business
- Yahoo
Why Bruker (BRKR) Shares Are Getting Obliterated Today
What Happened? Shares of scientific instrument company Bruker (NASDAQ:BRKR). fell 13.8% in the afternoon session after the company released disappointing preliminary second-quarter financial results, which pointed to a significant drop in earnings and a decline in organic revenue. The scientific instrument maker announced that it expects second-quarter revenue to be between $795 million and $798 million, roughly flat compared to the same period last year. However, on an organic basis, which excludes impacts from currency and acquisitions, revenue is projected to have declined by approximately 7%. The company also anticipates non-GAAP earnings per share (EPS) in the range of $0.32 to $0.34, a steep fall of about $0.19 from the prior year. Bruker attributed the weak performance to soft demand from academic institutions and a slowdown in the U.S. biopharma market, which impacted quarterly bookings. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Bruker? Access our full analysis report here, it's free. What Is The Market Telling Us Bruker's shares are quite volatile and have had 16 moves greater than 5% over the last year. But moves this big are rare even for Bruker and indicate this news significantly impacted the market's perception of the business. The previous big move we wrote about was 3 days ago when the stock dropped 4.7% on the news that several negative developments weighed on the sector. Weakness in managed care providers was a significant factor, with companies like Elevance Health and Humana seeing declines due to an analyst downgrade and a lost lawsuit regarding Medicare bonus payments, respectively. Additionally, some pharmaceutical and biotech companies experienced sharp drops following unfavorable news; for instance, Sarepta Therapeutics plunged after a report indicated another patient death tied to its experimental gene therapy, and GSK's blood cancer drug dosage was voted against by the FDA advisory committee. Broader market sentiment, including concerns about rising costs and inadequate pricing for 2025 plans among health insurers, also contributed to the downward pressure on healthcare equities. Bruker is down 40.2% since the beginning of the year, and at $35.16 per share, it is trading 50.2% below its 52-week high of $70.67 from September 2024. Investors who bought $1,000 worth of Bruker's shares 5 years ago would now be looking at an investment worth $835.15. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
Yahoo
a day ago
- Business
- Yahoo
Explore 290 Genitourinary Licensing Deals - Payment Terms, Trends, and SEC-Filed Contracts
Understanding the flexibility of a prospective partner's negotiated deals terms provides critical insight into the negotiation process in terms of what you can expect to achieve during the negotiation of terms. Whilst many smaller companies will be seeking details of the payments clauses, the devil is in the detail in terms of how payments are triggered and rights transferred - contract documents provide this insight where press releases and databases do not. Dublin, July 21, 2025 (GLOBE NEWSWIRE) -- The "Genitourinary Collaboration and Licensing Deals 2016-2025" report has been added to offering. Fully revised and updated, the report provides details of 290 genitourinary deals from 2016 to Collaboration and Licensing Deals provides a comprehensive understanding and unprecedented access to the genitourinary deals entered into by the worlds leading biopharma companies. The report provides access to deal payment terms as announced between the parties. This data provides useful insight into the payment and other deal report contains a comprehensive listing of collaboration and licensing deals announced since 2016 as recorded in the Current Agreements deals and alliances database, including financial terms where available, plus links to online copies of actual licensing contract documents as submitted to the Securities Exchange Commission by companies and their initial chapters of this report provide an orientation of genitourinary dealmaking and business activities. Chapter 1 provides an introduction to the report, whilst chapter 2 provides an analysis of the trends in genitourinary 3 covers the financial deal terms for deals signed in the genitourinary field with stage of development announced. Deals are listed and sectioned by headline value, upfront payment, milestone payment and royalty 4 provides a review of the top 25 most active biopharma companies in genitourinary dealmaking. Where the deal has an agreement contract published at the SEC a link provides online access to the contract via the Current Agreements deals and alliances 5 provides a comprehensive and detailed review of genitourinary deals signed and announced since 2016 where a contract document is available. Each deal title links via Weblink to an online version of the actual contract document, providing easy access to each contract document on 6 provides a comprehensive directory of genitourinary deals listed by therapeutic report also includes numerous table and figures that illustrate the trends and activities in genitourinary deal making since 2016. In addition, a comprehensive deal directory is provided organized by company A-Z and technology type. Each deal title links via Weblink to an online version of the deal record and where available, the contract document, providing easy access to each contract document on Collaboration and Licensing Deals provides the reader with the following key benefits: Understand deal trends since 2016 Browse genitourinary collaboration and licensing deals Benchmark analysis - identify market value of transactions Financials terms - upfront, milestone, royalties Directory of deals by company A-Z, therapy focus and technology type Leading deals by value Most active dealmakers Identify assets and deal terms for each transaction Access contract documents - insights into deal structures Due diligence - assess suitability of your proposed deal terms for partner companies Save hundreds of hours of research time Genitourinary Collaboration and Licensing Deals includes: Trends in genitourinary dealmaking in the biopharma industry Overview of collaboration and licensing deal structure Directory of genitourinary deal records covering pharmaceutical and biotechnology The leading genitourinary deals by value Most active genitourinary licensing dealmakers Analyzing contract agreements allows due diligence of: What are the precise rights granted or optioned? What is actually granted by the agreement to the partner company? What exclusivity is granted? What is the payment structure for the deal? How are sales and payments audited? What is the deal term? How are the key terms of the agreement defined? How are IPRs handled and owned? Who is responsible for commercialization? Who is responsible for development, supply, and manufacture? How is confidentiality and publication managed? How are disputes to be resolved? Under what conditions can the deal be terminated? What happens when there is a change of ownership? What sublicensing and subcontracting provisions have been agreed? Which boilerplate clauses does the company insist upon? Which boilerplate clauses appear to differ from partner to partner or deal type to deal type? Which jurisdiction does the company insist upon for agreement law? Key Topics Covered: Chapter 1 - IntroductionChapter 2 - Trends in genitourinary dealmaking2.1. Introduction2.2. Genitourinary partnering over the years2.3. Genitourinary partnering by deal type2.4. Genitourinary partnering by industry sector2.5. Genitourinary partnering by stage of development2.6. Genitourinary partnering by technology type2.7. Genitourinary partnering by therapeutic indicationChapter 3 - Financial deal terms for genitourinary partnering3.1. Introduction3.2. Disclosed financials terms for genitourinary partnering3.3. Genitourinary partnering headline values3.4. Genitourinary deal upfront payments3.5. Genitourinary deal milestone payments3.6. Genitourinary royalty ratesChapter 4 - Leading genitourinary deals and dealmakers4.1. Introduction4.2. Most active in genitourinary partnering4.3. List of most active dealmakers in genitourinary4.4. Top genitourinary deals by valueChapter 5 - Genitourinary contract document directory5.1. Introduction5.2. Genitourinary partnering deals where contract document availableChapter 6 - Genitourinary dealmaking by therapeutic target6.1. Introduction6.2. Deals by genitourinary therapeutic targetDeal directoryDeal directory - Genitourinary deals by company A-Z 2016 to 2025Deal directory - Genitourinary deals by technology type 2016 to 2025Deal type definitions For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
Gulf Business
2 days ago
- Business
- Gulf Business
Mubadala announces reinvestment in PCI Pharma Services
Image: Getty Images Mubadala Investment Company, the Abu Dhabi-based sovereign investor, said on Monday it has entered into an agreement to make a significant reinvestment in PCI Pharma Services, a global contract development and manufacturing organisation (CDMO) focused on biotherapies. The deal is part of a strategic transaction co-led by Bain Capital and existing lead investor Kohlberg. Partners Group will also remain involved with a minority investment, Mubadala said in a statement. Mubadala first invested in PCI has been expanding its presence in pharma Over the past five years, 'PCI Pharma Services has been one of our top-performing healthcare investments and is a testament to what can be achieved when long-term active investors partner with strong management teams,' said Camilla Languille, co-CEO of Private Equity at Mubadala. 'Our team will continue to focus on similar opportunities in the healthcare space as the sustained outsourcing of mission-critical but non-core activities by pharma companies aligns with our commitment to address global unmet clinical needs, reduce the cost of care to the system, and enable greater access,' she added. Mubadala investment reflects PCI's potential Mina Hamoodi, head of Healthcare at Mubadala, said: 'Our reinvestment in PCI reflects our deep conviction in the company's mission, leadership, and long-term potential. At this important juncture, we are delighted to welcome Bain Capital, an industry-leading healthcare investor with deep expertise in growing pharma services businesses, as a partner.' She added that Mubadala looks forward to partnering with Bain and Kohlberg and working closely with PCI's management as the company enters its 'next chapter of accelerated growth'. The new investment will support both organic and inorganic expansion, including growth in sterile fill-finish injectables, high-potency drug manufacturing, and specialised therapies. The company also plans continued investment in the United States to strengthen domestic pharmaceutical manufacturing and supply chain resilience.
Yahoo
3 days ago
- Business
- Yahoo
H.C. Wainwright Upgrades Vor Biopharma (VOR) to a Buy, Sets a $3 Price Target
Vor Biopharma Inc. (NASDAQ:VOR) is one of the . In a report released on June 30, Swayampakula Ramakanth from H.C. Wainwright upgraded Vor Biopharma Inc. (NASDAQ:VOR) to a Buy with a price target of $3.00. The analyst based the optimistic outlook on the company's growth potential and strategic advancements. A scientist in a lab coat looking through a microscope at a petri dish of hematopoietic stem cells. Vor Biopharma Inc. (NASDAQ:VOR) recently announced an exclusive license agreement with RemeGen Co. for the development and commercialization of telitacicept in regions outside of Greater China. Telitacicept is a promising recombinant fusion protein and has already exhibited clinical success, attaining marketing approvals in China for a number of conditions, including generalized myasthenia gravis, systemic lupus nephritis, and rheumatoid arthritis. The analyst further reasoned that the financial structure of the agreement lends Vor Biopharma Inc. (NASDAQ:VOR) financial strength because it includes upfront payments and potential milestone payments. Vor Biopharma Inc. (NASDAQ:VOR) is a clinical-stage cell therapy company that develops cell therapies for the treatment of cancer. It combines therapies with a novel patient engineering approach to provide a single company solution for hematological malignancies. While we acknowledge the potential of VOR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
3 days ago
- Business
- Yahoo
After Falling 68%, Where Will This Weight-Loss Drug Stock Be in 2 Years? History Shows Massive Gains Ahead.
Key Points Shares of Viking Therapeutics soared last year on high hopes for its obesity drug VK2735. The stock stumbled beginning in November of last year, however, seemingly on concerns over manufacturing costs. In retrospect, this action mirrors a pattern dished out by other biopharma names in similar situations, often leading to a rally. 10 stocks we like better than Viking Therapeutics › Any investor who owned Viking Therapeutics (NASDAQ: VKTX) before November of last year is sure to be disappointed and maybe even a little worried. Shares are down nearly 60% since October last year and lower to the tune of 68% from their early 2024 high after soaring in 2023. Yikes. If you were on this wild ride, don't panic yet. And for interested newcomers, the sell-off may arguably be a buying opportunity. Here's why: History says this kind of sharp rise and fall in biopharma stock prices often precedes a slower but more even and more-rewarding rally. But first things first. What's Viking Therapeutics? Never heard of it? It wouldn't be surprising if you hadn't. Its $3.5 billion market cap doesn't turn many heads. It's a pre-revenue company too, which of course means it's also pre-profit. That doesn't mean it's not worth owning even if it is inherently risky -- and volatile. It just means you'll want to handle it differently if you choose to handle it at all. And you just might want to, given Viking's developmental pipeline. This company's currently testing four different drugs in five different clinical trials, each of which is aimed at relatively rare metabolic and endocrine disorders. Its highest-profile drug is also the one that's furthest along the developmental trail. That's an injectable form of an anti-obesity drug currently referred to as VK2735. Its molecular structure is similar to that of the approved GLP-1 weight-loss drugs Ozempic from Novo Nordisk (NYSE: NVO) and Eli Lilly's (NYSE: LLY) Zepbound. In fact, the differences are significant enough to avoid patent infringement challenges. VK2735 began phase 3 testing earlier this year, which is the final stage of trials necessary before the U.S. Food and Drug Administration (FDA) makes its ultimate approval decision. And this is a big reason Viking Therapeutics has been so volatile since 2022. As the drug in question has worked its way through the lengthy testing process, investors have pre-emptively purchased shares in anticipation of good news. However, as is so often the case with biopharma stocks of companies working on game-changing drugs, the market has overshot its target more than once and then suffered a sizable setback. That's what happened beginning in November of last year, anyway. The company announced solid testing results for VK2735. But the market panicked over concerns that manufacturing the phase 2 drug therapy's injectable version and an orally administered version simultaneously could prove quite costly. The stock's been pressured lower ever since, even though the underlying story hasn't actually changed much in the meantime. The fickle crowd trading this stock has simply decided to see the glass as half-empty rather than half-full. It happens. The thing is, it's not like this same story hasn't played out many times within the biopharma realm. When the drug in question is the real deal though, a recovery typically takes shape, eventually carrying the ticker in question to much higher highs. One doesn't need to look that far back in time to see that transpire. An all-too-common tale for biopharma stocks Take Regeneron Pharmaceuticals (NASDAQ: REGN) as an example. Although it's got a handful of drugs in its portfolio, eczema and asthma treatment Dupixent is its breadwinner, making up the single-biggest source of Regeneron's revenue. Eylea is a respectable close second; there is no close third. The ongoing sales growth of both drugs is a big reason this stock gained so much between late 2019 and late last year. Hope for both was also the reason Regeneron shares soared between 2010 and 2015. There was a stretch of time between 2015 and 2019, however, when shares just weren't finding any traction even though Dupixent was approved to treat atopic dermatitis in 2017 and won its approval as an asthma treatment in 2018. It took a handful of more approvals of Dupixent through 2021 to light a lasting fire under the stock. Then there's Exelixis (NASDAQ: EXEL). This stock went nowhere between 2017 and 2023 but has doubled in value since then thanks to the rapid sales growth of its oncology drug Cabometyx. In fact, its revenue reached $511 million last quarter versus $376 million for the comparable quarter a year earlier. The thing is, Cabometyx was actually first approved by the FDA back in 2016 and won several more approvals through 2021 that started driving real sales growth that same year. The market just chose to sit on the fence for a couple more years. If you need more examples of biopharma stocks that climbed and fell out of sync despite the progress being made by the company, there are many more -- Iovance Therapeutics, ACADIA Pharmaceuticals, and CRISPR Therapeutics are just to name a few. It happens all the time. The bigger point is, there's a frequent disconnect between a biopharma company's stock and that biopharma company's developmental and fiscal progress. Often times, investors plow in too much and too soon. At other times, they're surprisingly late, perhaps wary of another market pullback. When the drug in question shows true potential, sooner or later the market figures it out and properly prices in its success, as it did for Regeneron and Exelixis. If you're diving in, at least worry about the right things But aren't Novo Nordisk and Eli Lilly already established players with very similar obesity drugs? Fair enough. Just know that consumers are often quite willing to try "something else," particularly if it's easier, cheaper, faster, or more convenient than established alternatives. And with Morgan Stanley's prediction that the global weight-loss drug market could swell from last year's $15 billion to a peak of $150 billion by 2035, there's arguably more than enough business -- and growth -- to make Viking Therapeutics' VK2735 a smashing success. But probably not immediately. And that's where patience comes to the forefront. As we often say at The Motley Fool, if you are convinced about the company's business fundamentals, hold its stock for at least three years. Viking's stock should eventually rally, most likely within a two-year time frame. After all, it shouldn't take nearly that long to at least start getting meaningful updates on the weight-loss drug's phase 3 testing. Perhaps the bigger concern here should be the potential cost of manufacturing VK2735 in both an injectable and an oral form. Even then, in light of Morgan Stanley's forecasted demand, the potential cost of simultaneously manufacturing two competing drugs seems like a modest hill to climb. Most investors are arguably too worried about that possibility. Perhaps they were just looking for the right justification to take profits on last year's red-hot run-up... a justification that has since run its course. On that note, just remember this is still a volatile small-cap biopharma name with a speculative crowd of followers. You'll only want to dive in if you're sure you've got the patience and can handle the tricky navigation this name will almost certainly require. Should you invest $1,000 in Viking Therapeutics right now? Before you buy stock in Viking Therapeutics, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Viking Therapeutics wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $687,149!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,060,406!* Now, it's worth noting Stock Advisor's total average return is 1,069% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CRISPR Therapeutics, Exelixis, Iovance Biotherapeutics, and Regeneron Pharmaceuticals. The Motley Fool recommends Novo Nordisk and Viking Therapeutics. The Motley Fool has a disclosure policy. After Falling 68%, Where Will This Weight-Loss Drug Stock Be in 2 Years? History Shows Massive Gains Ahead. was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
