Merck & Company Inc (MRK)

Sep 28, 2026

Johnson & Johnson's oncology and immunology pipeline is poised to drive significant growth, despite challenges like the decline of its blockbuster drug STELARA and ongoing litigation costs. Analysts see a potential 15% upside for JNJ shares, with a target of $312, fueled by breakthroughs in treatments like CARVYKTI and TREMFYA. While the company faces a premium valuation compared to rivals, its diverse portfolio of 28 billion-dollar products and strategic initiatives are expected to ensure continued earnings growth.

Sep 28, 2026

Johnson & Johnson (NYSE:JNJ) recently completed its latest quarterly cash distribution, continuing a streak of annual increases that spans over sixty years. The company's diversified healthcare franchise, including Innovative Medicine and MedTech divisions, enables consistent cash generation even through varied economic conditions. This robust history makes J&J a notable example among steady cash distributors, especially as market attention balances technology growth with more defensive sectors.

Sep 28, 2026

Merck & Co. and Daiichi Sankyo have withdrawn their FDA application for accelerated approval of ifinatamab deruxtecan (I-DXd), a lung cancer treatment, after discussions with the FDA revealed the current data did not meet accelerated approval requirements. Despite this setback, phase 3 trials for I-DXd are continuing for relapsed ES-SCLC and other cancers. Separately, Merck announced a global licensing agreement with SciBrunch Therapeutics for a new investigational KRAS G12D (ON) inhibitor for $2.13 billion.

Sep 28, 2026

Merck has entered into an exclusive global license agreement with SciBrunch Therapeutics for SPR2015, an investigational oral KRAS G12D inhibitor, diversifying its pipeline of precision-targeted cancer therapies. SciBrunch will receive an upfront payment of $400 million and is eligible for additional milestone payments, with the total potential value of the transaction reaching $2.13 billion. SPR2015 is a preclinical molecular glue inhibitor targeting the common KRAS G12D mutation, showing promising antitumor efficacy in preclinical models.

Sep 28, 2026

Moderna's stock has surged over 550% this year following positive Phase 3 trial results for its cancer vaccine, intismeran, developed with Merck. While this development is promising, analysts suggest the stock's current valuation might be too optimistic, with a consensus price target significantly lower than its recent trading price. The article advises caution, suggesting that despite potential billions in revenue, it might not justify the current high valuation.

Sep 28, 2026

The FDA has expanded the label for Merck's oral cancer drug Welireg to include a third indication for advanced renal cell carcinoma. This approval, based on data from the LITESPARK-011 study, allows Welireg to be used in combination with Eisai's Lenvima for adult patients with advanced clear cell RCC following PD-1/PD-L1 inhibitor treatment. This expansion is expected to further boost Welireg's rapidly growing sales and broaden its market presence.

Sep 28, 2026

Merck & Co. has secured exclusive worldwide rights to SciBrunch Therapeutics' preclinical KRAS G12D cancer drug, SPR2015, in a deal potentially worth up to US$2.13 billion. The agreement includes an upfront payment of US$400 million, with the remaining value tied to developmental and commercialization milestones. SPR2015 is an oral molecular-glue inhibitor targeting a specific KRAS mutation, and while it has shown promise in laboratory models, it has not yet entered human testing, differentiating it from competitors in later-stage trials.

Sep 28, 2026

The Gates Foundation has extended funding for AN2 Therapeutics' research collaboration with GSK, focusing on developing boron-based leucyl-tRNA synthetase (LeuRS) inhibitors for tuberculosis treatment. This continued support highlights the progress made and the potential of boron chemistry in discovering new medicines for challenging infectious diseases. Both companies remain committed to advancing innovative approaches to combat tuberculosis globally.

Sep 28, 2026

Merck has entered a global licensing deal with China's SciBrunch Therapeutics, worth up to $2.13 billion, for an experimental cancer treatment. This move aims to expand Merck's cancer drug pipeline ahead of Keytruda's patent expiration. The deal gives Merck rights to SPR2015, an oral drug candidate targeting KRAS G12D mutations, which is currently in preclinical development.

Sep 27, 2026

Novo Nordisk's new weight-loss drug, CagriSema, has shown superior weight loss compared to Zepbound in recent clinical trials. A late-stage trial revealed that CagriSema led to 12.4% weight loss in Type 2 diabetes patients, outperforming Zepbound's 9.1%. The drug, a combination of cagrilintide and semaglutide, is anticipated to receive FDA approval in late 2026.

Sep 25, 2026

Merck and Daiichi Sankyo have withdrawn their FDA application for ifinatamab deruxtecan, a small cell lung cancer drug, citing that the Phase 2 data did not meet accelerated approval requirements. Despite the withdrawal, the companies are continuing enrollment for a randomized Phase 3 lung cancer trial, which is nearing completion. They aim to file a new application based on the results of the Phase 3 trial.

Sep 25, 2026

Merck and Daiichi Sankyo have withdrawn their US application for accelerated approval of their experimental lung cancer therapy, ifinatamab deruxtecan. The decision followed discussions with the US Food and Drug Administration, which determined that mid-stage clinical study data did not meet the requirements for an early green light. The therapy was intended for adults with extensive-stage small cell lung cancer that had worsened after standard chemotherapy.

Sep 25, 2026

REGENXBIO Inc. reported new three-year follow-up data from its ALTITUDE trial, showing that six out of ten higher-dose participants experienced a significant improvement in diabetic retinopathy severity. This data supports the ongoing Phase IIb/III NAAVIGATE trial, which is testing the gene therapy sura-vec against a sham control. The company expects topline results from its ATMOSPHERE and ASCENT trials for wet age-related macular degeneration in Q4 2026 and projects a cash runway into Q4 2027.

Sep 25, 2026

Celldex Therapeutics, Inc. (CLDX) is drawing market attention after its barzolvolimab studies in chronic spontaneous urticaria met primary and key secondary endpoints. This development highlights the company's operating priorities and its position within the Healthcare Stocks sector. Investors are now focused on consistent execution and how these positive clinical results translate into sustained operational success and customer response.

Sep 25, 2026

Moderna (NASDAQ: MRNA) shares reached a new 52-week high of $198 due to anticipation surrounding upcoming clinical trial data for its experimental cancer treatment, intismeran autogene. The company's headline abstract on late-stage trial results for intismeran combined with Merck's Keytruda in melanoma patients has been accepted for the European Society for Medical Oncology Congress. Despite the rally and promising trial results, Bernstein SocGen Group maintained a "Market Perform" rating and a $45 price target, expressing skepticism about the stock's current valuation.

Sep 25, 2026

Merck has received FDA approval for its combination therapy of Welireg and Lenvima, enhancing its presence in the renal cell carcinoma (RCC) treatment pathway. This move reinforces Merck's strategy in oncology, particularly as it looks to a future beyond Keytruda's patent expiration. The approval further solidifies Welireg's potential in broader kidney cancer indications.

Sep 25, 2026

Moderna, Inc. (MRNA) stock surged nearly 7% to a 52-week high of $194.82, displaying a strong bullish trend above all major moving averages. However, technical indicators like the daily RSI14 at 75.12 and price trading above the upper Bollinger Band suggest the stock is overbought and may be due for a pause or consolidation. While the overall trend remains bullish, short-term momentum on hourly charts shows signs of cooling, warranting disciplined positioning.

Sep 25, 2026

Moderna's stock surged 7% following investor optimism surrounding its personalized cancer vaccine, intismeran autogene, ahead of Phase 3 melanoma data presentation at ESMO on October 24. Despite the jump, the stock's current price of $195 significantly surpasses the average analyst target of $120. CEO Stéphane Bancel also reframed Moderna as an mRNA platform company, focusing on oncology and rare diseases, rather than solely a COVID-19 vaccine developer.

Sep 25, 2026

Moderna (MRNA) shares are trending after hours following an announcement regarding its investigational mRNA-based individualized neoantigen therapy, intismeran autogene. The company will present three abstracts, including Phase 3 trial data evaluating intismeran with Merck & Co.'s (MRK) pembrolizumab, at the European Society for Medical Oncology Congress 2026. MRNA stock saw a significant jump of 6.98% during regular trading and edged higher in after-hours trading.

Sep 24, 2026

Gossamer Bio submitted a New Drug Application (NDA) for its pulmonary arterial hypertension treatment, seralutinib, despite its pivotal Phase 3 PROSERA trial missing its primary statistical endpoint. The FDA now has 60 days to decide whether to file the application for review, a decision anticipated later in 2026. The company's shares closed at US$10.99, and it reported US$57.0 million in cash, which is expected to fund operations into Q1 2027.

Sep 24, 2026

Precigen (PGEN) is aiming to expand its growth beyond its successful Papzimeos franchise through its AdenoVerse platform. The company is developing PRGN-2009 for HPV-driven cancers, which recently received FDA platform technology designation, potentially opening doors for future candidates. While Papzimeos continues to drive significant revenue, Precigen hopes the AdenoVerse pipeline, particularly PRGN-2009, will provide long-term growth opportunities and complement its existing commercial success.

Sep 24, 2026

Merck announced that both doses of its drug remigromig met the BRUNELLO trial's noninferiority goal against ranibizumab for diabetic macular edema. While the drug showed promise in vision improvement, the company flagged higher rates of eye complications and adverse event discontinuations compared to the control group. More detailed safety and efficacy data are expected to be presented at the American Academy of Ophthalmology meeting on October 10.

Sep 24, 2026

Merck's experimental diabetic macular edema therapy, remigromig, demonstrated success in a Phase 2b/3 trial. The intravitreal injection showed efficacy comparable to ranibizumab, a treatment already on the market. This marks a significant development for Merck in addressing vision loss associated with diabetes.

Sep 24, 2026

Envestnet Portfolio Solutions Inc. significantly increased its stake in Merck & Co., Inc. (NYSE:MRK) by 28.3% in the second quarter, bringing its total holdings to 105,500 shares valued at approximately $13.56 million. Institutional investors collectively own 76.07% of Merck, which recently reported strong quarterly revenue and earnings, along with a declared dividend of $0.85 per share. Despite positive analyst sentiment and pipeline catalysts, concerns remain regarding insider selling and valuation risks.

Sep 24, 2026

Envestnet Asset Management Inc. significantly increased its stake in Merck & Co., Inc. during the second quarter, now holding nearly 4 million shares valued at $513.6 million. Institutional investors collectively own 76.07% of Merck, reflecting strong confidence. Analysts generally maintain a "Moderate Buy" rating with an average price target of $154.24, following Merck exceeding its recent quarterly earnings and revenue estimates.

Sep 23, 2026

QRG Capital Management Inc. reduced its stake in Merck & Co., Inc. by 14.2% in the second quarter, selling 70,739 shares and retaining 428,993 shares valued at approximately $55.1 million. Despite this, other institutional investors like BlackRock Inc. and State Street Corp increased their holdings. Merck reported strong quarterly revenue and maintains a "Moderate Buy" rating from analysts, though its high P/E ratio and recent insider selling suggest potential profit-taking risks.

Sep 23, 2026

Merck & Co. announced its agreement to acquire Prometheus Biosciences Inc. for $10.8 billion. This acquisition represents a strategic move into the immune-disease treatment market, with Merck paying a significant premium for Prometheus shares.

Sep 23, 2026

Iambic Therapeutics, an AI drug discovery startup backed by Nvidia and Qatar Investment Authority, has filed for a U.S. IPO and simultaneously announced a multi-year research collaboration with AbbVie. The partnership involves AbbVie making an upfront payment of $40 million and potential milestone payments of up to $670 million, allowing it to leverage Iambic's AI platform for drug design in immunology, neuroscience, and oncology. This development highlights how AI models could accelerate pharmaceutical R&D, benefiting both the drug company seeking new molecules and the chip supplier expanding the ecosystem for its hardware and software.

Sep 23, 2026

AbbVie has changed its focus during earnings calls, no longer highlighting growth rates excluding Humira as that drug's sales decline has become less critical. The company now emphasizes the strong performance of Skyrizi and Rinvoq, which together account for a significant portion of its revenue. While this shift reflects an evolving portfolio, investors should monitor the continued growth rates of these key drugs and regulatory approvals to assess the company's long-term stability.

Sep 23, 2026

Bio-Techne Corporation shareholders have approved the definitive agreement for Merck KGaA, Darmstadt, Germany to acquire the company. This marks a significant step towards completing the transaction, which is expected to close by late 2026 or early 2027, pending regulatory approvals. The acquisition aims to combine complementary life sciences organizations, offering substantial cash value to Bio-Techne shareholders and positioning the combined entity to support various life science workflows.

Sep 23, 2026

Iambic Therapeutics, an AI drug discovery startup backed by Nvidia and the Qatar Investment Authority, has filed for a U.S. IPO and simultaneously announced a multi-year research collaboration with AbbVie Inc. AbbVie will use Iambic's AI platform for small-molecule programs across immunology, neuroscience, and oncology, with an upfront payment and potential milestones. Nvidia's investment aims to expand the ecosystem for its hardware and software, benefiting from increased demand for accelerated computing in drug design.

Sep 23, 2026

Bank of America has maintained its 'buy' rating for Merck & Co Inc, anticipating a potential re-rating of its shares due to several clinical catalysts in its oncology and broader pipeline over the next 12 to 18 months. Key focus areas include SAC-TMT data in lung cancer and the personalized cancer vaccine intismeran developed with Moderna, with upcoming data in renal cell carcinoma and bladder cancer. Additionally, Merck's TL1a program and ophthalmology pipeline are highlighted as important future catalysts.

Sep 23, 2026

This article identifies three healthcare stocks—Option Care Health (OPCH), Illumina (ILMN), and Merck (MRK)—that StockStory advises investors to approach with caution despite the healthcare industry's recent strong performance. The warnings are based on issues such as slowing sales growth, stagnant free cash flow, negative returns on capital, underwhelming revenue performance, and increasing expenses relative to revenue for these companies. The article suggests readers review detailed reports for a full understanding of these concerns.

Sep 23, 2026

Tyler Hassen, a Houston business executive and former Acting Assistant Secretary at the U.S. Department of the Interior, has released "Inside DOGE," a book offering an insider's account of the Department of Government Efficiency (DOGE) and its efforts to reform the federal government. The book, described as part memoir and part "management autopsy," details Hassen's experiences with the challenges and bureaucratic hurdles within Washington. Published by Republic Book Publisher, "Inside DOGE" is available on Amazon and through major booksellers.

Sep 22, 2026

State Street Corp increased its holdings in Merck & Co., Inc. to 120.4 million shares, valued at $15.57 billion, making it a significant institutional investor. Wall Street analysts maintain a "Moderate Buy" rating for Merck, with an average price target of $154.24, driven by advancements in key drugs like WINREVAIR and KEYTRUDA. Despite strong stock performance near its 52-week high, the company faces valuation concerns due to an elevated P/E ratio and recent insider selling.

Sep 22, 2026

Moderna's stock (MRNA) has surged over 500% in 2026, significantly outperforming its rival BioNTech, primarily due to positive top-line results from its personalized cancer therapy, intismeran, in a melanoma trial. The market is now keenly awaiting detailed Phase 3 data on October 24 at the ESMO Presidential Symposium, which carries significant binary risk for the stock's future trajectory. Investors are advised to consider the potential for either validation of the rally or a sharp compression of the stock's valuation based on the upcoming data.

Sep 22, 2026

Moderna's stock has seen a significant surge due to positive clinical trial data for its mRNA-based cancer vaccine, co-developed with Merck. Despite this, many Wall Street analysts maintain a neutral or "hold" rating, with some downgrading the stock, believing the market has overreacted and that future trial results or immediate economic impacts are uncertain. Investors are advised to be cautious, with some experts suggesting waiting for the hype to subside before making long-term commitments, especially given recent share dilution through convertible debt.

Sep 22, 2026

Johnson & Johnson (JNJ) stock has outperformed several rivals with higher revenue growth, such as Eli Lilly, over the past twelve months. This surprising performance is attributed to investor confidence in JNJ's growth prospects once the declining sales of its immunology drug STELARA are factored out, as other key drugs like TREMFYA and DARZALEX are experiencing strong growth. While the MedTech segment has shown slower growth, the market is betting on new medicines to drive future revenue, despite some headwinds like Abiomed's sales decline and an extra week in the 2026 calendar muddying revenue targets.

Sep 22, 2026

Merck announced that the U.S. FDA approved a label update for Winrevair, its pulmonary arterial hypertension treatment marketed with Bristol Myers Squibb. The update acknowledges the drug's benefits when used earlier in a patient’s treatment.

Sep 22, 2026

Moderna's shares surged 9% after its Phase 3 melanoma vaccine study for intismeran autogene was selected for a Presidential Symposium slot at the ESMO congress, signaling significant clinical potential. While no new efficacy data was released, the prestigious slot itself indicates the data is considered practice-changing. Merck, Moderna's partner, and BioNTech saw modest gains, suggesting the market views this as a re-rating specific to Moderna rather than a broad validation of mRNA oncology.

Sep 22, 2026

BMO Capital Markets downgraded BioNTech (BNTX) from "outperform" to "market perform" and lowered its price target due to waning COVID-19 vaccine demand and a setback in its colorectal cancer vaccine trial. Despite these challenges and a revised revenue forecast, the article argues that BioNTech's extensive oncology pipeline, with over 25 Phase 2 and Phase 3 clinical studies, is being underestimated by Wall Street. The company also holds significant cash reserves, suggesting that investors can acquire a robust pipeline at a perceived value.

Sep 22, 2026

Novartis has licensed a preclinical radioligand therapy from China's BoomRay Pharmaceuticals in a deal potentially worth up to $900 million, further expanding its oncology portfolio. This acquisition reinforces Novartis's significant investment in radioligand therapies, a field it entered with the acquisition of Advanced Accelerator Applications and Endocyte. The deal follows another major radiopharma transaction involving Telix Pharmaceuticals and ITM.

Sep 22, 2026

Barclays analyst Emily Field maintained a Buy rating on Eli Lilly & Co (LLY) and set a price target of $1,400.00. This rating aligns with another Buy from Guggenheim, though HSBC recently maintained a Sell rating on the stock. Eli Lilly reported strong quarterly revenues of $22.97 billion and a net profit of $7.1 billion for the quarter ending June 30, significantly up from the previous year.

Sep 22, 2026

Vertex Pharmaceuticals (VRTX) is gaining renewed attention in the healthcare sector due to company-specific clinical and regulatory catalysts, particularly its focus on medicines for serious genetic diseases. The market is shifting its focus to specialty-drug durability within a defensive sector, presenting both opportunities and risks for VRTX. Investors are advised to look for concrete updates connecting this theme to Vertex's operations, as market enthusiasm needs to be backed by execution and specific evidence.

Sep 21, 2026

Moderna's stock surged to a new three-year high as investors anticipate pipeline updates, particularly regarding its melanoma treatment candidate, intismeran autogene, in combination with Merck's Keytruda. The company is set to present Phase 3 trial data, which previously showed positive recurrence-free survival results, at upcoming healthcare forums. This news highlights the significant market potential for melanoma treatment and has led to increased hedge fund conviction in Moderna.

Sep 21, 2026

The Amplify Weight Loss Drug & Treatment ETF (THNR) recently rebalanced its underlying index, the VettaFi Weight Loss Drug & Treatment Index (THINR), on September 18. This rebalance saw the fund swap Scholar Rock and Hims & Hers for Gilead Sciences and Structure Therapeutics, reflecting shifts in the weight-loss drug market. Major drugmakers like Eli Lilly, AstraZeneca, and Roche are advancing new treatments, with the market projected to grow significantly by 2035.

Sep 21, 2026

Moderna's stock surged after proving the efficacy of its personalized cancer vaccine, intismeran autogene. The company is now preparing to present three abstracts for this mRNA cancer vaccine at the European Society for Medical Oncology's annual meeting, signaling a major upcoming test for the drug. Investors are keenly watching the next developments for this promising treatment.

Sep 21, 2026

Moderna's shares surged 9% after its Phase 3 melanoma vaccine study earned a coveted Presidential Symposium slot at the European Society for Medical Oncology congress, scheduled for October 24. This scheduling is seen by the market as a strong signal of the data's significance, despite no new efficacy results being released yet. While Moderna saw a substantial gain, partners like Merck and BioNTech experienced more modest increases, suggesting the market views this as a specific re-rating for Moderna rather than a broader validation of mRNA oncology.

Sep 21, 2026

Johnson & Johnson Services Inc. has announced 87 layoffs at its New Brunswick office, bringing the total number of New Jersey layoffs in September to 1,053. These layoffs are scheduled for December 18, 2026, and follow an earlier announcement in May by the parent company. This report from nj.com details the impact of these job cuts on the state's employment figures for the month.

Sep 20, 2026

Bristol Myers Squibb's stock is gaining bullish attention due to its undervalued status compared to peers, strong growth portfolio, and robust dividend. Despite patent expiration concerns for key drugs, the company's newer therapies and pipeline are expected to drive future revenue, making it an attractive investment with a high margin of safety. There's also speculation about a potential acquisition by AstraZeneca, which could significantly boost its stock.

Sep 19, 2026

This article compares Amgen (AMGN) and Merck (MRK) as dividend growth investments, concluding that Amgen offers a stronger dividend growth story. Amgen provides a higher current yield, more consistent and aggressive dividend raises, and a more diversified product portfolio, making its dividend more durable against future patent expirations. Merck, while having growth potential, relies heavily on its Keytruda franchise and faces challenges with its pipeline execution.

Sep 19, 2026

Bank of America Corp DE recently initiated a significant position in Moderna, Inc., acquiring 1.41 million shares valued at approximately $98.72 million. Other major institutional investors like BlackRock and Theleme Partners also established or increased their holdings, collectively owning 75.33% of Moderna's stock. Despite a mixed analyst sentiment and a "Hold" rating, Moderna's stock has seen a 177% surge, driven by positive late-stage results for its personalized mRNA cancer vaccine and a shift in investor focus to its broader pipeline.

Sep 19, 2026

Joelle M. Smith, President of First Advantage Corp, filed a Form 4 disclosing RSU vesting and share withholding. On September 16, 2026, 16,498 restricted stock units vested, and 6,554 shares were withheld to cover tax obligations. Following these transactions, Smith directly holds 47,268 common shares and 32,996 remaining RSUs.

Sep 18, 2026

PJT Partners Managing Partner Lee Ji-Yeun acquired 30 restricted stock units (RSUs) as dividend equivalent rights on September 16, 2026, as reported in a filing on September 18, 2026. These RSUs were acquired at no cost and are linked to previously awarded RSUs, vesting concurrently with them. Following this transaction, Lee Ji-Yeun holds a total of 18,742 RSUs directly.

Sep 18, 2026

SLM Corp Director Christopher T. Leech received 914 shares of the company's common stock on September 16, 2026, as compensation for his quarterly cash retainer and committee fees. This transaction, disclosed via a Form 4 to the SEC, increased Leech's direct beneficial ownership to 20,896.66 shares, including Dividend Equivalent Units. The shares were granted at a price of $0, reflecting a non-cash compensation arrangement.

Sep 18, 2026

McDonald's Corporation remains a key focus in blue-chip discussions due to its consumer traffic and value-focused menu execution. The company's ability to adapt its strategy, execute effectively, and maintain a strong competitive position amid changing market conditions, including interest rate expectations and energy costs, will be crucial for its continued success. The article emphasizes that company-specific delivery and demand quality are more significant than broader market sentiment for McDonald's.

Sep 18, 2026

General Dynamics Director Laura J. Schumacher acquired 105 shares of General Dynamics Corp (NYSE:GD) common stock on September 16, 2026. These shares were received as compensation for director fees under the company's outside directors' compensation program. The transaction, valued at $356.69 per share, increased Schumacher's direct holdings to 13,792 shares, as reported in a Form 4 filing with the SEC on September 18, 2026.

Sep 18, 2026

This article compares Axsome Therapeutics and Moderna as investment opportunities in 2026, weighing Axsome's rapid commercial expansion in CNS treatments against Moderna's broader mRNA technology platform. While Axsome shows strong revenue growth and a growing product portfolio, Moderna is transitioning beyond COVID-19, focusing on oncology and other viruses with significant long-term potential, despite current losses. The author ultimately favors Moderna for its larger upside and versatile mRNA platform.

Sep 18, 2026

Pitney Bowes (NYSE:PBI) has seen a strong market recovery, shifting the focus from its operational improvements to whether its current valuation accurately reflects these changes. Key factors influencing this debate include margin progress, earnings quality, cash generation, and the company's diversified business mix across mailing, shipping, and commerce services. The article emphasizes that while business fundamentals have improved, the market now seeks sustained evidence of operational performance to justify the higher valuation.

Sep 18, 2026

Insider Wills Bessie Ross purchased 2,000 shares of RIVERVIEW BANCORP INC (NASDAQ: RVSB) on September 15, 2026, at a price of $5.58 per share. This transaction increased her total holdings to 50,000 shares, representing approximately 4.0% of her updated stake in the company. The purchase was classified as an open-market acquisition, bringing her total shares to 50,000.

Sep 18, 2026

Arnoult J Tim, a director at Stellus Capital Investment Corp (NYSE: SCM), purchased 1,000 shares of the company's stock at $7.97 per share on September 16, 2026. This transaction increased his total disclosed holdings to 53,569 shares, representing about 1.9% of his overall stake. The purchase was reported via a Form 4 filing with the SEC.

Sep 18, 2026

Celli James has acquired 30,554 shares of PSQ Holdings, Inc. at award prices ranging from $0 to $3.60 per share. This transaction establishes a new insider stake for James and was disclosed through Form 3 and Form 4 filings, providing important information for investors regarding the insider's holdings in PSQ Holdings.

Sep 18, 2026

Merck & Co. has received a favorable recommendation from a European regulatory committee for its cancer therapy Keytruda, in combination with Padcev, for treating adults with resectable muscle-invasive bladder cancer. This recommendation is based on positive results from the Phase 3 KEYNOTE-B15 study, showing a significant reduction in event-free survival events and risk of death compared to traditional chemotherapy. The European Commission is expected to make a final decision on marketing authorization by Q4 2026, building on prior regulatory approvals in Europe and the U.S. for related bladder cancer indications.

Sep 18, 2026

Bristol Myers Squibb has discontinued the development of ORM-6151, a targeted degrader therapy acquired from Orum Therapeutics in 2023, following a review of Phase 1 clinical data. The asset was being evaluated for acute myeloid leukemia (AML) or myelodysplastic syndrome. Orum will retain the $100 million upfront payment and confirmed it has no reacquisition rights, while it plans to focus on its remaining pipeline and degrader-antibody conjugate (DAC) platform.

Sep 18, 2026

Prosperity Bancshares Director Ned S. Holmes has executed multiple stock sales in September 2026, as revealed in a recent SEC Form 4 filing. The transactions, conducted under a Rule 10b5-1 trading plan, involved both direct and indirect holdings, including shares from a profit-sharing plan and an SSH trust for his adult daughter. Following these sales, Holmes directly owns 68,615 shares of Prosperity Bancshares common stock.

Sep 18, 2026

Sea Ltd executive Wang Yanjun sold 2,400 shares in seven open-market transactions on September 15 and 16, 2026, with share prices ranging from $103.04 to $106. After these sales, Wang Yanjun retained 1,980 shares, which represents approximately 54.8% of his previous holdings in Sea Ltd. This transaction provides transparency into his current stake in the company.

Sep 18, 2026

Jim Cramer compared Aveanna Healthcare (AVAH) with Hinge Health (HNGE) during a Mad Money lightning round, noting both have good models, but Hinge Health is growing much faster. Aveanna Healthcare is dealing with rising labor costs and margin pressure in its private-duty-services business, while Hinge Health's risks are tied to its reliance on a limited number of health plan partners and its history of net losses. Despite the comparison of business models, their financial profiles and operational challenges differ significantly.

Sep 18, 2026

Nykredit A/S recently acquired 718,471 shares of Merck & Co., Inc. (NYSE:MRK) valued at approximately $92.32 million during the second quarter. This investment is part of broader institutional interest, with hedge funds and institutional investors collectively owning 76.07% of Merck's stock. Despite significant insider selling totaling nearly $30 million in the past 90 days, analysts maintain a "Moderate Buy" consensus for MRK, following strong quarterly results that exceeded revenue and EPS expectations.

Sep 18, 2026

Puma Biotechnology director Wilson Troy Edward sold 5,000 shares of the company's stock at $9.10 per share on September 14, 2026. This transaction reduced his stake by approximately 8.4%, leaving him with 54,750 shares. The sale provides insight into his insider activity and remaining equity in the company.

Sep 18, 2026

Limbach Holdings, Inc. director Krzeminski Laurel J recently acquired 500 shares of the company's stock at $50.58 each. This transaction, executed on September 15, 2026, increased the director's total holdings to 4,000 shares, with the new purchase representing approximately 12.5% of the resulting stake. The acquisition provides an updated ownership disclosure for investors.

Sep 18, 2026

Lattice Semiconductor's SVP of R&D, Desale Pravin, sold 4,279 shares in three separate transactions on September 15, 2026, with prices ranging from $105.00 to $106.77 per share. These sales represent approximately 5.8% of his previous holdings, leaving him with 69,177 shares in the company. The transactions were documented with SEC transaction code S, indicating open-market sales.

Sep 18, 2026

Merck & Co. is a New Jersey-based pharmaceutical giant, one of the oldest in the world, tracing its origins to a German apothecary founded in 1668. It develops and sells prescription medicines, vaccines, and animal health products globally, with its cancer immunotherapy drug Keytruda being a significant revenue driver. The company operates separately from Merck KGaA in Germany, with both entities holding rights to the Merck name in different territories.

Sep 17, 2026

Moderna's stock surged 6% on Thursday, extending a 137% one-month rally driven by positive Phase 2b melanoma vaccine data showing a 49% reduction in recurrence risk. This rally is primarily attributed to market confidence in Moderna's specific cancer vaccine asset rather than the broader mRNA platform, as competitors like BioNTech saw only a minimal increase. The next significant catalyst for Moderna is the interim analysis of its Phase 3 adjuvant melanoma trial, expected in late 2026, with an oncology congress in Madrid in October potentially revealing further data.

Sep 17, 2026

Auxier Asset Management highlighted Merck & Co. (MRK) in its Q2 2026 investor letter, noting the company's successful execution with new products like Winrevair, Welireg, and Capvaxive. These new offerings are helping to reduce Merck's dependence on its blockbuster cancer drug Keytruda. Despite strong performance, Auxier Asset Management suggests other AI stocks might offer greater upside potential with less downside risk.

Sep 17, 2026

Tempus AI (NASDAQ: TEM) shares surged 30% this week following a Morgan Stanley report that highlighted potential new revenue streams from reimbursement pricing for its xT and xF diagnostics, estimated to add $330M to $400M annually. CEO Eric Lefkofsky expects the company to exceed its 25% multiyear growth target, boosted by $200M in Q2 data licensing bookings from major pharmaceutical companies. Despite recent gains, the stock remains below its 52-week high, with analyst price targets now trailing the market price.

Sep 17, 2026

Riskified Director Shachar Erez sold a total of 94,431 Class A Ordinary Shares through entities linked to Qumra Capital on September 14 and 15, 2026. The sales were executed at weighted average prices of $6.2811 and $6.1835 respectively. Following these transactions, Qumra Capital entities indirectly hold over 3.3 million shares, while Erez directly holds 80,053 securities.

Sep 17, 2026

Summit Therapeutics presented updated overall survival (OS) data for ivonescimab in EGFR-mutated non-small cell lung cancer (NSCLC) from its HARMONi Phase III trial at the IASLC World Conference on Lung Cancer. Ivonescimab, a bispecific antibody targeting PD-1 and VEGF, is being tested in patients who progressed on a third-generation EGFR TKI. While progression-free survival (PFS) improvements have been reported, the full OS dataset is crucial for determining regulatory submission viability and will be key to understanding whether the OS benefit is persuasive or requires longer follow-up.

Sep 17, 2026

StealthGas Director Michael Jolliffe sold a total of 37,500 shares of common stock on September 14 and 15, 2026, for approximately $9.21 to $9.31 per share. These transactions left him with 54,500 directly owned shares. The filing also corrected a previous understatement of his holdings by 25,000 shares.

Sep 16, 2026

Merck & Co (NYSE: MRK) has outperformed the market over the last five years, with an average annual return of 14.92%, resulting in a 3.02% outperformance. An initial investment of $100 in MRK stock five years ago would now be worth $200.54, highlighting the significant impact of compounded returns on financial growth.

Sep 16, 2026

AstraZeneca's shares rose after J.P. Morgan reiterated an Overweight rating, citing six Phase III readouts in 2027 with over $10 billion in potential peak sales. The bank believes these new drugs will bolster confidence in AstraZeneca's growth prospects beyond 2030. Key drugs mentioned include laroprovstat for PCSK9 inhibition, and oncology treatments Datroway and puxi-sam.

Sep 16, 2026

Johnson & Johnson (JNJ) announced positive new clinical trial results for its RYBREVANT-based regimens in EGFR-mutated non-small cell lung cancer (NSCLC). The Phase 2b COPERNICUS study showed improved tolerability, while the Phase 3 PAPILLON trial demonstrated the longest reported median overall survival in EGFR exon 20 insertion NSCLC. These findings strengthen Johnson & Johnson's oncology portfolio and support its strategy to offset patent losses and legal challenges with new innovative medicines.

Sep 15, 2026

Moderna's stock (NASDAQ:MRNA) fell 2% after CFO Jamey Mock sold over 34,000 shares worth $4.7 million, reducing his direct ownership by nearly 37% through a pre-arranged trading plan. Despite exceeding quarterly revenue and earnings estimates, the company remains unprofitable, with analysts projecting a full-year loss. Analyst ratings for Moderna are mixed, with a consensus "Hold" rating and an average price target of $76.72.

Sep 15, 2026

This article examines Lucid Group (NASDAQ:LCID) amidst rising fuel costs, changing financing conditions, and fluctuating vehicle demand. It highlights how the company's focus on electric vehicles, production execution, luxury demand, and cash discipline is being scrutinized as the broader market becomes more selective. The piece emphasizes that Lucid's operational performance and customer demand patterns will be crucial in shaping its market narrative against a complex macroeconomic backdrop.

Sep 15, 2026

Bristol Myers Squibb and Ono Pharmaceutical have filed a lawsuit against Amgen in Delaware federal court, aiming to block Amgen's proposed U.S. biosimilar of their cancer immunotherapy drug, Opdivo. The lawsuit alleges that Amgen's biosimilar infringes on several patents related to Opdivo, which generated over $5.9 billion in U.S. revenue for Bristol Myers last year. Bristol Myers expects to maintain patent exclusivity for Opdivo until 2028 and seeks to prevent sales of the biosimilar while their patents are in force.

Sep 15, 2026

GSK has signed a deal worth up to $750 million to acquire global rights for a trispecific T cell-engager (TCE) drug from China-based Chimagen Biosciences. This drug is designed to help T-cells target cancer and will be developed for multiple myeloma, with phase 1 trials expected in 2027. This acquisition is part of GSK's strategy to expand its oncology portfolio under CEO Luke Miels, following previous significant investments in cancer therapies.

Sep 15, 2026

BioMarin Pharmaceutical Inc. has appointed Robert Plenge, M.D., Ph.D., Chief Research Officer and Head of Research at Bristol Myers Squibb, to its Board of Directors, effective September 10, 2026. Dr. Plenge brings extensive experience in human genetics, drug discovery, and the pharmaceutical industry. His appointment is expected to provide valuable scientific perspective as BioMarin develops its research capabilities and expands its pipeline for genetic conditions.

Sep 15, 2026

Immunocore (IMCR) announced it has completed enrollment of 540 patients in the phase III TEBE-AM study for its drug Kimmtrak, evaluating its use in patients with second-line or later advanced melanoma. This study combines Kimmtrak with Merck's Keytruda, with top-line overall survival data expected by the end of 2026. Kimmtrak is already approved for metastatic uveal melanoma and continues to show strong sales growth.

Sep 14, 2026

AstraZeneca has announced mixed results for its oncology pipeline, with two lung cancer drugs, Enhertu and Tagrisso, showing significant success in late-stage trials. Enhertu demonstrated superior progression-free survival in HER2-mutant NSCLC, while Tagrisso showed long-term overall survival benefits in EGFR-mutated NSCLC. However, its breast cancer therapy, Etcamah, failed to meet its primary endpoint in the SERENA-4 study, although the company continues to explore its potential in early breast cancer.

Sep 14, 2026

Precigen (PGEN) has seen a 42.7% stock rally in the past three months, driven by the strong commercial performance of its FDA-approved drug, Papzimeos, for recurrent respiratory papillomatosis (RRP). The company is also making progress with its AdenoVerse platform and other pipeline candidates, such as PRGN-2009 for HPV-driven cancers. Despite a premium valuation, the strong commercial momentum, pipeline potential, and improving earnings estimates have led to a "Strong Buy" recommendation from Zacks Investment Research.

Sep 14, 2026

Despite facing political challenges and funding cuts, mRNA technology is experiencing renewed momentum following key FDA approvals and positive clinical trial results. Moderna's flu vaccine approval and its partnership with Merck for a personalized cancer vaccine have shifted public and scientific perception, highlighting mRNA's potential beyond infectious diseases, particularly in oncology and rare genetic disorders. The field continues to navigate hurdles, including delivery mechanisms and broader applicability to solid tumors, but experts remain optimistic about its future.

Sep 14, 2026

Following a significant win in melanoma, Merck and Moderna are leading the personalized cancer vaccine race with their mRNA-based therapy. This article highlights five other companies—Roche/BioNTech, BioNTech (with additional assets), OSE Immunotherapeutics, Elicio Therapeutics, and Agenus—that are also developing cancer vaccines or immunotherapy combinations. These companies are exploring various approaches, including personalized mRNA vaccines, off-the-shelf T-cell epitope therapies, and dual-antibody treatments, aiming to achieve similar breakthroughs in different cancer types.

Sep 13, 2026

Jim Cramer likens Merck (MRK) to a fantasy football defense pick, highlighting its defensive nature as a pharmaceutical company that performs well even in challenging economic conditions. He also points to its potential for upside, referencing its strong revenue drivers, blockbuster products like Keytruda, and promising partnerships such as the melanoma vaccine collaboration with Moderna. Despite the looming patent expiration for Keytruda, Cramer emphasizes Merck's consistent cash generation, dividend distributions, and institutional backing as reasons for it being a reliable stock in a balanced equity portfolio.