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Pharmaceuticals 10 August 2025 - 6 October 2025

Why Puerto Rico Could Reclaim Its Status as a Pharmaceutical Powerhouse: The Hidden Opportunity Behind Reshoring

Why Puerto Rico Could Reclaim Its Status as a Pharmaceutical Powerhouse: The Hidden Opportunity Behind Reshoring

Manufacturing accounts for up to 47% of Puerto Rico’s GDP and delivered over $50 billion in output in 2020, supporting more than 220,000 jobs. Amgen is investing $926.7 million in Juncos, creating nearly 3,000 jobs. At least seven manufacturers have announced expansions since 2020, with $220 million in new commitments. The island faces competition, power outages, and workforce shortages.
6 October 2025
Cidara Therapeutics (CDTX) Surges on Accelerated Flu Drug Trial – Key Updates for Investors

Cidara Therapeutics (NASDAQ: CDTX) 2025 Investment Analysis – Will This Anti‑Flu Innovator Keep Soaring?

Cidara Therapeutics’ stock rose 279% year-to-date, closing at $101.99 on Oct. 3, 2025, up from $26.88 at the start of the year. The company’s CD388 drug showed 76% protection against flu in a Phase 2b trial. BARDA awarded up to $339 million in October for manufacturing and clinical development. As of June, Cidara held $516.9 million in cash.
Tarsus Eyedrop Breakthrough Sends Stock Soaring: 10.9% Rally and Counting

Tarsus Eyedrop Breakthrough Sends Stock Soaring: 10.9% Rally and Counting

Tarsus (NASDAQ:TARS) surged 10.9% to $65.17 on Oct. 3, 2025, after reporting Q2 net product revenue of $102.7 million, up 152% year-over-year, driven by XDEMVY eyedrop sales. Shares have climbed 31% in the past month and 84% over the year. Wall Street consensus rates the stock a “Buy,” with average 12-month targets near $71. Losses are narrowing as sales rise and cash reserves remain strong.
Sarepta Therapeutics (SRPT) Surges After FDA Greenlights Duchenne Gene Therapy – Is a Rebound Ahead?

Sarepta Therapeutics (SRPT) Surges After FDA Greenlights Duchenne Gene Therapy – Is a Rebound Ahead?

SRPT closed at $19.57 on Oct 2, up 6.8% for the day and nearly 16% over the past month, but remains down about 82% year-to-date. The company restructured in July, cutting 500 jobs and pausing some gene therapy trials after FDA safety concerns. Sarepta resumed shipments of Elevidys for ambulatory DMD patients following FDA guidance. Analyst consensus is “Hold,” with price targets ranging from $14 to $39.
Trump Unveils ‘TrumpRx’ Plan with Pfizer Deal to Slash Drug Prices

Trump Unveils ‘TrumpRx’ Plan with Pfizer Deal to Slash Drug Prices

President Trump will announce “TrumpRx,” a federal website allowing Americans to buy discounted prescription drugs directly. The White House secured a deal with Pfizer to cut U.S. prices on several medications and invest $70 billion in domestic research. Drugmakers responded with new direct-sales programs and pledged $500 billion in U.S. investments. Some experts warn price controls could limit innovation and shift higher costs overseas.
30 September 2025
Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Pfizer (PFE) Stock Soars on Trump’s Drug-Price Pact and $7.3B Weight-Loss Deal

Pfizer shares closed near a 52-week low at $24.40 on Sept. 30, 2025, despite Q2 revenue of $14.7 billion and adjusted EPS of $0.78, both above expectations. The company raised full-year EPS guidance and announced a $4.9 billion deal to acquire obesity drugmaker Metsera. President Trump unveiled a pact for Pfizer to cut U.S. drug prices and sell through a new TrumpRx site. FDA approved Pfizer’s updated COVID-19 vaccine for high-risk groups.
30 September 2025
European Stocks Rally on Pharma Shakeups, Tech Surge – What’s Next?

European Stocks Rally on Pharma Shakeups, Tech Surge – What’s Next?

European stocks closed higher Monday, with the FTSE 100 up 0.5% and the STOXX 600 gaining 0.2% as healthcare and tech outperformed. GSK surged 3.3% after CEO Emma Walmsley’s exit was announced; AstraZeneca rose 1.3% on plans for a New York listing. Lufthansa said it will cut 4,000 jobs. Oil fell 0.6% on resumed Iraqi Kurdish exports and OPEC+ supply news; gold hit a record $3,812 an ounce.
Crinetics (CRNX) Stock Skyrockets on FDA Approval – Full 2025 Investor Update

Crinetics (CRNX) Stock Skyrockets on FDA Approval – Full 2025 Investor Update

Crinetics Pharmaceuticals shares surged 28% to around $46 on Sept. 26 after the FDA approved its first drug, Palsonify, for acromegaly. Trading volume spiked nearly tenfold amid heavy short-covering. The company plans to launch Palsonify in October at a $290,000 annual list price. Crinetics holds $1.2 billion in cash and no debt, with analysts raising price targets following the approval.
Scholar Rock (SRRK) Just Hit a Regulatory Speed Bump—But the Long‑Term Muscle‑Building Story Still Has Legs

Scholar Rock (SRRK) Just Hit a Regulatory Speed Bump—But the Long‑Term Muscle‑Building Story Still Has Legs

The FDA issued a Complete Response Letter for Scholar Rock’s apitegromab on Sept. 23, citing only manufacturing issues at a third-party Indiana plant. Shares fell but analysts, including BMO and Leerink, maintained bullish outlooks, expecting a quick resolution. The EMA review continues, with a possible EU launch in late 2026. Scholar Rock reported $295 million in cash as of June 30.
Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

President Donald Trump will impose a 100% tariff on branded and patented pharmaceutical imports starting October 1, unless manufacturers have begun building U.S. plants. New tariffs of 25% on heavy-duty trucks, 50% on cabinets, and 30% on upholstered furniture also take effect that day. Generic drugs are exempt. The EU and Japan say existing trade deals cap their pharma tariffs at 15%.
26 September 2025
Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly will invest $5 billion to build a 200,000-square-foot drug manufacturing plant in Goochland County, Virginia, creating 650 permanent jobs and 1,800 construction jobs. The facility will produce active pharmaceutical ingredients for cancer and autoimmune treatments. The project is part of Lilly’s $27 billion U.S. expansion plan. Virginia approved over $10 million in incentives to secure the site.
COVID Booster Shocker, Pharma Mega-Deals & Alzheimer’s Breakthroughs – Global Health Roundup (Aug 28–29, 2025)

COVID Booster Shocker, Pharma Mega-Deals & Alzheimer’s Breakthroughs – Global Health Roundup (Aug 28–29, 2025)

The FDA approved updated COVID-19 boosters from Pfizer and Moderna but restricted them to seniors and high-risk groups, excluding healthy children. Infectious disease experts warned the move could leave millions unprotected. The CDC director was fired after refusing to follow anti-vaccine directives, triggering mass resignations among top officials.
29 August 2025
Obesity Pill Breakthrough, Gene Therapy Triumph & Billion-Dollar Psychedelic Bet – Global Biotech & Health Highlights (Aug 26–27, 2025)

Obesity Pill Breakthrough, Gene Therapy Triumph & Billion-Dollar Psychedelic Bet – Global Biotech & Health Highlights (Aug 26–27, 2025)

Eli Lilly’s oral weight-loss drug orforglipron cut body weight by up to 10.5% in a Phase 3 trial for obese diabetics, with all doses meeting primary endpoints over 72 weeks. The FDA granted full approval to Precigen’s Papzimeos, the first gene therapy for adult recurrent respiratory papillomatosis. AbbVie agreed to acquire a psychedelic-based depression drug from Gilgamesh Pharmaceuticals in a deal worth up to $1.2 billion.
Breakthrough Drugs, Big Deals & Public Health Alerts – Biotech and Health News Roundup (Aug 22–23, 2025)

Breakthrough Drugs, Big Deals & Public Health Alerts – Biotech and Health News Roundup (Aug 22–23, 2025)

The FDA approved Ionis Pharmaceuticals’ Dawnzera as the first RNA-targeted therapy to prevent hereditary angioedema attacks, priced at about $57,462 per dose. AbbVie’s Rinvoq met key endpoints in a second Phase 3 alopecia areata trial, while Scholar Rock’s apitegromab showed significant motor gains in spinal muscular atrophy. Gilead’s Kite Pharma will acquire Interius BioTherapeutics for $350 million.
Global Biotech & Health Roundup: Breakthrough Drugs, Big Deals & Policy Shifts (Aug 21–22, 2025)

Global Biotech & Health Roundup: Breakthrough Drugs, Big Deals & Policy Shifts (Aug 21–22, 2025)

The FDA approved Ionis’s Dawnzera for hereditary angioedema and Precigen’s Papzimeos for recurrent respiratory papillomatosis, marking a first for viral immunotherapy. Gilead’s Kite Pharma will acquire Interius BioTherapeutics for $350 million. Johnson & Johnson announced a $2 billion biomanufacturing facility in North Carolina. Apollo Hospitals’ managing director sold a $170 million stake in a major block trade.
Biotech Breakthroughs, Pharma Shakeups & Health Alerts – Global News Roundup (Aug 19–20, 2025)

Biotech Breakthroughs, Pharma Shakeups & Health Alerts – Global News Roundup (Aug 19–20, 2025)

CSL will cut up to 15% of its workforce and spin off its vaccine unit, targeting $500–550 million in annual savings. Medtronic agreed to add two board members and form new committees after Elliott Investment Management took a major stake. Merck KGaA and Skyhawk Therapeutics announced a neurological drug pact worth up to $2 billion. Pfizer, Bristol Myers Squibb, and Regeneron reported improved Q2 2025 earnings.
Biotech Breakthroughs, Pharma Power Moves & Health Shocks: News Roundup (Aug 18–19, 2025)

Biotech Breakthroughs, Pharma Power Moves & Health Shocks: News Roundup (Aug 18–19, 2025)

Genentech is ending its $2 billion cell therapy partnership with Adaptive Biotechnologies, citing cost-cutting but no safety issues. Kriya Therapeutics raised $313 million in Series D funding, one of the year’s largest biotech rounds. The FDA delayed Neurizon’s ALS drug trial review until October due to staffing shortages. Stealth BioTherapeutics has resubmitted its elamipretide application for Barth syndrome after two FDA rejections.
Miracle Drugs, Mega Mergers & Outbreak Alerts – Biotech & Health News Roundup (Aug 15–16, 2025)

Miracle Drugs, Mega Mergers & Outbreak Alerts – Biotech & Health News Roundup (Aug 15–16, 2025)

Wegovy became the first GLP-1 therapy approved by the FDA for MASH, affecting about 5% of U.S. adults. Tonix’s Tonmya was cleared for fibromyalgia, the first new therapy in 15 years. Pfizer’s inclacumab failed a key sickle cell trial, and Oxbryta was withdrawn. BioNTech agreed to acquire CureVac in a $1.25 billion all-stock deal.
Breakthrough Cures, FDA Shake-Ups & Pharma Mega‑Deals: Global Health News Roundup (Aug 9–10, 2025)

Breakthrough Cures, FDA Shake-Ups & Pharma Mega‑Deals: Global Health News Roundup (Aug 9–10, 2025)

China researchers reported a hydrogel “smart” wound dressing that closed 90% of diabetic ulcers in mice within 12 days by delivering microRNA vesicles. The FDA approved Boehringer Ingelheim’s Hernexeos for advanced non-squamous NSCLC, with 75% of treated patients seeing tumors shrink or disappear. U.S. IV saline shortages ended as Baxter’s North Carolina plant resumed production after hurricane damage.

Latest articles

Amazon Gets June Prime Day Announcement, Stock Falls

Amazon Gets June Prime Day Announcement, Stock Falls

3 June 2026
Amazon shares slid 1.81% to $256.52 even as it set June 23-26 for Prime Day, giving investors an early look at retail momentum before Q2 ends; despite strong AWS growth and rising net sales, free cash flow fell as AI investments surged, leaving investors cautious about whether Prime Day’s grocery push and earlier timing will boost margins or just shift demand.
Apple Shares Reach New High as AI Decision Looms

Apple Shares Reach New High as AI Decision Looms

3 June 2026
Apple surged 2.9% to a record $315.20, adding $598 billion in May, as investors bet next week’s WWDC will reveal major AI advances; with high expectations and a $100 billion buyback, the stock’s rally leaves little room for disappointment on Siri upgrades, AI features, or rising memory-chip costs.
GameStop Reports Record Profit, Plans $2 Billion Buyback as eBay Concerns Surface

GameStop Reports Record Profit, Plans $2 Billion Buyback as eBay Concerns Surface

3 June 2026
GameStop posted record Q1 net income of $389.6 million, fueled by collectibles now making up 41.8% of sales, and unveiled a new $2 billion share buyback; shares jumped 7.4% in after-hours trading as investors reacted to the earnings beat and capital return plan, even as the company warned future results hinge on collectibles demand and market risks.
Ulta Beauty Raises Outlook, Shares Jump on Steady Beauty Demand

Ulta Beauty Raises Outlook, Shares Jump on Steady Beauty Demand

2 June 2026
Ulta Beauty shares jumped 7% in extended trading after quarterly earnings and comparable sales beat estimates, prompting the company to raise its full-year profit forecast as shoppers spent more on higher-priced beauty products; net income climbed to $340.5 million and gross margin improved to 40.1%, though Ulta warned inflation and macro pressures could impact future spending.
GitLab shares rise on stronger AI outlook, 350 layoffs announced

GitLab shares rise on stronger AI outlook, 350 layoffs announced

2 June 2026
GitLab shares jumped 7% in late trading after beating Wall Street sales estimates and raising its annual forecast, as investors weigh whether its AI-powered Duo Agent Platform can boost growth amid a 14% workforce cut and continued competition from Microsoft’s GitHub.
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