EPA:SAN

Novavax (NVAX) Raises 2025 Revenue Outlook After Q3 Beat; Sanofi Milestones Drive Guidance — November 6, 2025

Novavax raised its FY2025 adjusted revenue outlook to $1.04–$1.06 billion after reporting Q3 revenue of $70 million, above estimates. The company posted a GAAP net loss of $202 million for the quarter, impacted by $126 million in non-cash charges tied to Maryland site consolidation and debt. Two $25 million milestone payments from Sanofi will be recognized in Q4. Cash stood at $778 million as of September 30.

6 November 2025

Biotechnology·Earnings Reports·EPA:SAN·NASDAQ:NVAX·Pharmaceuticals·Stock Market

Alzheimer’s At-Home Shot Approved, Bird Flu Scare, and CDC Shake-Up – Global Biotech & Health Roundup (Aug 29–30, 2025)

The FDA approved Leqembi IQLIK, the first at-home injectable Alzheimer’s treatment, enabling weekly self-administered doses. U.S. regulators also cleared Sanofi’s Wayrilz, the first BTK inhibitor for chronic immune thrombocytopenia. Cytokinetics’ aficamten outperformed metoprolol in a Phase 3 heart drug trial. WHO warned Gaza has run out of critical medical supplies amid a spike in Guillain-Barré syndrome cases.

30 August 2025

EPA:SAN·Health News·LSE:GSK·NASDAQ:CYTK·TSX:4523

Ares Management Boosted by $850M Convergint Investment, Shares Rise
March 14, 2026, 9:13 AM EDT. Ares Management's stock rose 4.66% following an $850 million investment in Convergint via its private equity fund, backed by Leonard Green Partners and Goldman Sachs. The investment highlights Ares' focus on tech-enabled security sectors. Despite a high price-to-earnings ratio of 59.79 indicating premium valuation, profitability margins remain moderate at 19.7% EBIT and 9.44% net profit. Shares faced recent volatility, dropping to $101 after a high of $108.85, with technical support at $96.50. The firm continues strategic expansion, including acquiring a private credit portfolio from Arcmont Asset Management. Analysts remain mixed, factoring in market headwinds and cautious outlook despite strong growth moves.