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Pharmaceuticals News 5 November 2025 - 12 November 2025

Bayer Q3 2025: Adjusted Profit Jumps as Company Books €934m in Litigation Charges—Guidance Intact, Shares Rise

Bayer Q3 2025: Adjusted Profit Jumps as Company Books €934m in Litigation Charges—Guidance Intact, Shares Rise

Published: November 12, 2025 Germany’s Bayer posted a stronger‑than‑expected third quarter on Wednesday, even as it set aside additional money for U.S. glyphosate and PCB cases. The life‑sciences group kept its full‑year profit outlook, pointed to further one‑off burdens this year, and saw its shares climb intraday. Reuters+2n-tv+2 Key takeaways Adjusted profit beats as cost discipline bites Bayer’s third‑quarter performance landed ahead of forecasts thanks to tighter cost control and a steadier Crop Science contribution. Adjusted EBITDA rose 20.8% to €1.51 billion, versus about €1.28 billion expected by analysts, while revenue printed at €9.66 billion. The top line dipped 3% on a reported basis
Moderna (MRNA) Beats Q3 on Sales of New COVID Shot, Trims 2025 Outlook; Stock Whipsaws — Nov. 6, 2025

Moderna (MRNA) News Today—November 11, 2025: UBS Sees 2026 Upside, Redburn Cuts PT to $36, Bernstein Stays Market Perform After Cost Cuts

Published: November 11, 2025 Moderna, Inc. (NASDAQ: MRNA) drew multiple analyst headlines today as Wall Street recalibrated views in the wake of last week’s earnings and ongoing cost‑cutting. UBS highlighted potential 2026 upside on pipeline and expense discipline; Redburn Atlantic trimmed its price target; and Bernstein reiterated a neutral stance. Shares traded higher during the U.S. session alongside the commentary. MarketScreener+2MarketScreener+2 Today’s key headlines Stock move: By mid‑session, MRNA traded notably higher—around the mid‑single digits—amid the day’s analyst chatter. Investing.com Why these calls matter Investors are still digesting Q3 2025 results from November 6, when Moderna posted a narrower‑than‑expected loss
11 November 2025
Pfizer (PFE) Stock at a Crossroads: Big Dividend, Weight-Loss Gamble & 2025 Outlook

Pfizer (PFE) Today — Nov. 11, 2025: $10B Metsera Deal Nears Vote, Oncology Game Plan Expands, Shares Rise

Updated Nov. 11, 2025 Key takeaways Where the Metsera deal stands today Pfizer has agreed to acquire Metsera on final terms worth up to $10 billion, paying $65.60 in cash per share plus up to $20.65 per share in CVRs (maximum $86.25 per share). The structure, which Metsera’s board deemed superior on value and certainty of closing, is expected to go to a shareholder vote on Nov. 13 before closing. Reuters+1 While Novo Nordisk pushed the bidding to similar headline value, meticulous antitrust calculus tipped the field. Reuters Breakingviews reports that FTC outreach helped steer Metsera toward Pfizer; coupled with
Novo Nordisk (NVO) Slashes Wegovy Price in India Up to 37% as Board Vote Nears; U.S. Access Deal Sets 2026 Shift — Nov. 11, 2025

Novo Nordisk (NVO) Slashes Wegovy Price in India Up to 37% as Board Vote Nears; U.S. Access Deal Sets 2026 Shift — Nov. 11, 2025

Novo Nordisk cuts Wegovy prices in India up to 37% and faces a pivotal board vote this week, as a U.S. pricing/access deal looms for 2026. Date: November 11, 2025 Key takeaways India: Wegovy gets markedly cheaper — and it’s about more than price Novo Nordisk cut Wegovy’s Indian list prices across the dose range, with the monthly 2.4 mg pack now at ₹16,400 (down from ₹24,389 at launch) and the 0.25 mg starter at ₹10,850 (from ₹16,260). The company confirmed the reductions amid a fast‑evolving obesity market in the country. Reuters updated its initial “up to 33%” reporting to
11 November 2025
GSK (GSK) news today — Nov 11, 2025: New AN2 TB collaboration, buyback activity filed, shares test 12‑month high

GSK (GSK) news today — Nov 11, 2025: New AN2 TB collaboration, buyback activity filed, shares test 12‑month high

GSK plc (NYSE: GSK; LSE: GSK) generated several headlines today: a fresh research tie‑up in tuberculosis drug discovery, confirmation of ongoing share repurchases via a new U.K. regulatory filing, and a U.S.‑listed share price that pushed to a new 12‑month high intraday. BioSpace+2 1) New research collaboration targets TB AN2 Therapeutics announced a collaboration with GSK to advance boron‑based leucyl‑tRNA synthetase (LeuRS) inhibitors for tuberculosis. The effort is supported by a third year of Gates Foundation funding and builds on prior work between AN2 scientists and GSK’s Global Health R&D team, according to the release. Thomas Breuer, GSK’s Chief Global
11 November 2025
Quoin Pharmaceuticals (QNRX) Soars After Hitting 4%/5% Topical Rapamycin Targets; Clinical Batches This Quarter, Human Trials 1H 2026 [Nov. 11, 2025]

Quoin Pharmaceuticals (QNRX) Soars After Hitting 4%/5% Topical Rapamycin Targets; Clinical Batches This Quarter, Human Trials 1H 2026 [Nov. 11, 2025]

What happened today Quoin Pharmaceuticals, Ltd. (NASDAQ: QNRX) announced that it has successfully achieved target loading concentrations for two topical rapamycin delivery technologies—4% in its lotion and 5% in a dermal patch. The company said it will start manufacturing clinical and stability batches this quarter and is planning clinical testing in the first half of 2026. Initial targets include MLM and VM, which currently lack any FDA‑approved treatments. GlobeNewswire Quoin’s topical rapamycin program is identified on its pipeline page as QRX009, a formulation designed to improve skin penetration and local delivery—an area the company says has limited the performance of
enGene (ENGN) soars after detailing 62% 6‑month complete response in pivotal bladder‑cancer trial; BLA still targeted for 2H 2026

enGene (ENGN) soars after detailing 62% 6‑month complete response in pivotal bladder‑cancer trial; BLA still targeted for 2H 2026

enGene Holdings Inc. (NASDAQ: ENGN) reported fresh preliminary data this morning from the pivotal cohort of its Phase 2 LEGEND trial of detalimogene voraplasmid (formerly EG‑70) in high‑risk, BCG‑unresponsive non‑muscle invasive bladder cancer (NMIBC) with CIS. The readout shows a 62% complete response (CR) at 6 months (n=37), 56% at 3 months (n=62) and 63% CR at any time (n=62) under the trial’s amended protocol—plus a favorable safety profile (42% treatment‑related adverse events; 1.6% dose interruptions; 0.8% discontinuations). The company completed enrollment of 125 patients in the pivotal cohort, above target, and will refine its analysis with FDA input on
Eli Lilly (LLY) Pops on Fresh Deal Spree: MeiraGTx Gene Therapy Tie‑Up, New AI Collaboration, and Leerink Upgrade — Nov. 10, 2025

Eli Lilly (LLY) Pops on Fresh Deal Spree: MeiraGTx Gene Therapy Tie‑Up, New AI Collaboration, and Leerink Upgrade — Nov. 10, 2025

Eli Lilly and Company (NYSE: LLY) opened the week with a burst of dealmaking and Wall Street momentum. The pharma giant announced a rights deal for a pediatric blindness gene therapy from MeiraGTx, unveiled a new AI‑driven discovery partnership, and captured an analyst upgrade with a higher price target—moves that had LLY trading sharply higher intraday. Reuters+2 Today’s headlines at a glance Why the MeiraGTx move matters The MeiraGTx alliance hands Lilly a potential first‑in‑class therapy for LCA4 that, in a small study, has shown the ability to restore visual function in children born legally blind (regulators are evaluating expedited
Pfizer (PFE) Clinches $10B Metsera Deal, Beating Novo Nordisk — What the Winning Bid Means for the Obesity-Drug Race (Nov. 8, 2025)

Pfizer (PFE) Clinches $10 Billion Metsera Deal as Novo Nordisk Exits—What It Means for the Obesity Drug Race (Nov. 8, 2025)

Key takeaways What happened (Nov. 7–8) Late Friday, Metsera accepted a sweetened offer from Pfizer: $65.60 per share in cash plus a contingent value right (CVR) of up to $20.65 per share, valuing the biotech at up to $10 billion. On Saturday, Novo Nordisk said it would not increase its bid and exited the race, citing legal and regulatory risks tied to its two‑step proposal. Metsera’s board said Pfizer’s amended agreement carries lower antitrust risk and recommended shareholders approve it at a Nov. 13 meeting. PR Newswire+1 Notably, Pfizer had already received early termination of the HSR waiting period from
Pfizer (PFE) Clinches $10B Metsera Deal, Beating Novo Nordisk — What the Winning Bid Means for the Obesity-Drug Race (Nov. 8, 2025)

Pfizer (PFE) Clinches $10B Metsera Deal, Beating Novo Nordisk — What the Winning Bid Means for the Obesity-Drug Race (Nov. 8, 2025)

Pfizer Inc. (NYSE: PFE) has secured a definitive agreement to acquire weight‑loss biotech Metsera in a transaction valued at up to $10 billion, ending a high‑stakes bidding war with Novo Nordisk and positioning Pfizer squarely back in the fast‑growing obesity market. Metsera accepted Pfizer’s revised offer late Friday; Novo said today it would not raise its competing bid. Reuters Key takeaways What happened today Pfizer’s final, sweetened bid prevailed after a week of public twists that included legal skirmishes and regulatory warnings. Metsera said the legal and regulatory risks tied to Novo’s proposal—flagged by the FTC—were “unacceptably high,” tipping the
Metsera (NASDAQ: MTSR): Pfizer Clinches $10B Deal as Novo Nordisk Bows Out — What to Know Today (Nov. 8, 2025)

Metsera (NASDAQ: MTSR): Pfizer Clinches $10B Deal as Novo Nordisk Bows Out — What to Know Today (Nov. 8, 2025)

Pfizer sealed a deal to acquire Metsera for up to $10 billion, ending one of 2025’s fiercest pharma bidding wars and reshaping the obesity‑drug race. Below are the facts, context, and what’s next for MTSR shareholders and the GLP‑1 landscape. What happened today Pfizer won the contest for Metsera, agreeing to acquire the clinical‑stage obesity‑drug developer in a transaction valued at up to $10 billion. Metsera’s board cited legal and regulatory certainty in favoring Pfizer’s revised terms, while Novo Nordisk said it will not raise its competing proposal and is exiting the race. The merger is expected to close shortly
Novo Nordisk (NVO) Stock Tanks as Weight-Loss Empire Faces Boardroom Coup and Fierce Rivalry

Novo Nordisk Stock Today (Nov 7, 2025): NVO Slips as U.S. Wegovy/Ozempic Price Cuts Take Center Stage; Medicare Coverage, FTC Scrutiny and Metsera Bid in Focus

Summary: Novo Nordisk’s U.S.-listed shares (NYSE: NVO) traded lower on Friday after the company and Eli Lilly agreed to cut U.S. prices on GLP‑1 medicines to expand access, including under Medicare. The deal introduces near‑term revenue pressure but could lift volumes over time. Investors are also watching a court decision that favored Novo in its bid for obesity biotech Metsera and closely reading this week’s Q3 update and guidance cut. Investopedia+3Reuters+3Novo Nordisk+3 At a Glance — What’s moving NVO on Nov 7, 2025 Market Action Today (Nov 7) By late morning U.S. time, NVO changed hands near $45.42, down ~2.3%
7 November 2025
Novo Nordisk (NVO) Stock Tanks as Weight-Loss Empire Faces Boardroom Coup and Fierce Rivalry

NVO Stock Today (Nov 6, 2025): Novo Nordisk volatile as White House pricing deal reshapes GLP‑1 market—what it means for Wegovy, Ozempic and investors

Published: November 6, 2025 TL;DR: Novo Nordisk’s U.S.‑listed shares (NYSE: NVO) swung after the White House announced a pricing-and-access deal with Novo and Eli Lilly that expands Medicare coverage for anti‑obesity drugs and cuts out‑of‑pocket costs. As of 17:51 UTC (12:51 p.m. ET), NVO traded around $47.30, down ~2.4% on the day (intraday range: $46.91–$49.49; volume ~29.3M). The company confirmed a Medicare Part D pilot beginning in 2026, lower U.S. prices in Medicare/Medicaid and cash channels, and a three‑year tariff exemption—and flagged a low single‑digit drag to 2026 global sales growth. GlobeNewswire What’s moving NVO today White House deal cuts
6 November 2025
Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly (LLY) Pops as White House Strikes Obesity-Drug Pricing Deal; New 20% Weight‑Loss Data Fuels Momentum — Today, November 6, 2025

Eli Lilly stock today: drivers, numbers, and what to watch for next. Key takeaways (Nov 6, 2025) Eli Lilly stock today: quote & range As of this afternoon, LLY traded near $935.89, up about 1.1%, with today’s range $916.37–$949.90 and a 52‑week range $624.00–$955.43 (values delayed up to 15 minutes). Reuters 1) The White House’s obesity‑drug deal: lower prices, broader access President Donald Trump announced deals with Eli Lilly and Novo Nordisk to reduce U.S. costs and expand coverage for in‑demand weight‑loss medicines. The plan includes Medicare coverage for obesity treatment, expected to carry $50 monthly copays for eligible beneficiaries,
6 November 2025
Novavax (NVAX) Raises 2025 Revenue Outlook After Q3 Beat; Sanofi Milestones Drive Guidance — November 6, 2025

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

What happened today Novavax, Inc. (NASDAQ: NVAX) reported Q3 2025 results and raised its full‑year adjusted revenue framework to $1.04–$1.06 billion (from $1.00–$1.05 billion). Management cited momentum from licensing, supply, and milestone revenue—while excluding Sanofi‑led sales and royalties from the outlook. The company also reaffirmed 2025 operating‑expense guidance. ir.novavax.com Revenue for the quarter came in at $70 million, above Wall Street expectations, while the GAAP net loss widened to $202 million year‑over‑year, reflecting $126 million in non‑cash charges, including $97 million related to a previously announced Maryland facility consolidation. Reuters On a per‑share basis, Novavax posted a GAAP loss of
Moderna (MRNA) Beats Q3 on Sales of New COVID Shot, Trims 2025 Outlook; Stock Whipsaws — Nov. 6, 2025

Moderna (MRNA) Beats Q3 on Sales of New COVID Shot, Trims 2025 Outlook; Stock Whipsaws — Nov. 6, 2025

Moderna, Inc. (NASDAQ: MRNA) posted third‑quarter 2025 revenue of ~$1.02 billion and a GAAP loss of $0.51 per share, topping Wall Street estimates as sales of its updated COVID‑19 vaccine outperformed. The company narrowed its full‑year revenue range to $1.6–$2.0 billion, cut operating‑expense guidance, and raised its year‑end cash outlook. Shares popped in pre‑market trading before wobbling intraday. SEC+1 What happened Moderna’s Q3 print outpaced expectations on both the top and bottom lines, led by stronger‑than‑modeled sales of its updated COVID‑19 shot (marketed this season as mNEXSPIKE/Spikevax 2025–26). Management simultaneously tightened the full‑year revenue band and lowered operating‑expense plans, signaling
Pfizer (PFE) Stock at a Crossroads: Big Dividend, Weight-Loss Gamble & 2025 Outlook

Pfizer (PFE) today: Court denies bid to block Novo–Metsera deal; Pfizer preps sweeter offer and leans on higher 2025 EPS outlook

Key takeaways What happened today (Nov. 6) 1) Court clears the way for Metsera to pivot to Novo’s richer bid.On Wednesday evening, the Delaware Chancery Court denied Pfizer’s TRO request that sought to keep Metsera bound to its earlier merger agreement with Pfizer. In a same‑day statement, Pfizer argued the decision “does not address the merits” and vowed to pursue its claims in parallel antitrust litigation. BioSpace’s Thursday write‑up and the company’s press release confirm the ruling and Pfizer’s plan to keep fighting. BioSpace+1 2) Pfizer signals a sweeter counter—because the clock is tight.Reporting overnight indicates Pfizer plans to sweeten
Pfizer Stock Plunge and Promise: Vaccine Slump, Weight-Loss War, and a $10B Gamble – Is PFE Poised for a Comeback?

Pfizer Stock Plunge and Promise: Vaccine Slump, Weight-Loss War, and a $10B Gamble – Is PFE Poised for a Comeback?

Company Overview & Stock Snapshot Pfizer Inc. is one of the world’s largest pharmaceutical companies, known for household-name drugs and vaccines. Headquartered in New York, Pfizer manufactures treatments across vaccines, oncology, immunology, cardiology, and more. The company gained global prominence for its COVID-19 vaccine (Comirnaty) and antiviral pill (Paxlovid). However, with the pandemic’s tide receding, Pfizer’s stock (PFE) has faced significant challenges in 2023–2025. Shares that once traded above $50 during the vaccine rollout now hover in the mid-$20sreuters.com. At around $24–$25 per share, Pfizer’s market cap is about $138 billionstockanalysis.com – substantially smaller than several years ago and dwarfed
5 November 2025
Biohaven (BHVN) Stock Plunges on FDA Setback – Will Its Biotech Pipeline Fuel a Comeback?

Biohaven (BHVN) Stock Plunges on FDA Setback – Will Its Biotech Pipeline Fuel a Comeback?

FDA Setback: Complete Response Letter Halts Lead Drug Ambitions Biohaven’s recent troubles center on VYGLXIA (troriluzole) – its lead drug candidate for spinocerebellar ataxia (SCA), a degenerative brain disorder that currently has no approved treatmentreuters.com. On November 4, 2025, after market close, Biohaven announced that the FDA had issued a Complete Response Letter (CRL) rejecting the company’s New Drug Application. This CRL cited multiple concerns with Biohaven’s data: potential bias, design limitations, lack of pre-specification, and unmeasured confounding factors in the supporting studiesstocktwits.comstocktwits.com. In simpler terms, the FDA was uneasy with how Biohaven ran and analyzed its trials – particularly
5 November 2025
Teva Stock Soars on Earnings Beat: Inside Teva’s 2025 Comeback and What’s Next for Investors

Teva Stock Soars on Earnings Beat: Inside Teva’s 2025 Comeback and What’s Next for Investors

Financial Health and Earnings Trends Teva’s financial turnaround appears to be gaining steam, driven by both top-line growth and disciplined cost management. Quarterly revenue has now grown year-over-year for 11 straight quartersinvesting.com, marking a sustained rebound after a difficult past decade. In Q3 2025, revenue rose ~3% YoY (1% in constant currency) to $4.48 Binvesting.com, while adjusted earnings jumped to $0.78 per share (from $0.69 a year ago)reuters.com. Notably, this beat Wall Street estimates by ~$0.10 and marked Teva’s strongest earnings surprise of 2025reuters.com. The growth engines are Teva’s newer branded drugs: movement-disorder treatment Austedo, migraine injection Ajovy, and schizophrenia depot
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Stock Market Today

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
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