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Pharmaceuticals News 16 September 2025 - 9 October 2025

Novo Nordisk’s $5.2 Billion Bet to Reverse Fatty Liver Disease – Game-Changer or Big Gamble?

Novo Nordisk’s $5.2 Billion Bet to Reverse Fatty Liver Disease – Game-Changer or Big Gamble?

Forecast: Experts believe that within the next 2–3 years, we’ll know if Novo’s gamble pays off. Phase 3 readouts for efruxifermin are anticipated in 2026, and Novo hopes to launch the drug by late this decade if approved reuters.com. By then, the landscape may include other new NASH therapies (possibly Lilly’s or Madrigal’s), but Novo’s combination strategy could set it apart. Wolfe Research analyst Andy Chen recently said the field has reached a “meaningful tipping point” as the first therapies emerge, predicting the leading NASH drug could see $5 billion+ in annual sales under broad use investing.com. Novo’s own management clearly shares that optimism – they
9 October 2025
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90% Plunge to 1000% Upside? Acurx Pharmaceuticals (ACXP) Stock Sees EMA Boost & Bold Analyst Predictions

90% Plunge to 1000% Upside? Acurx Pharmaceuticals (ACXP) Stock Sees EMA Boost & Bold Analyst Predictions

Current News & October 2025 Updates EMA Positive Opinion: A major recent catalyst for Acurx came on September 30, 2025, when the EMA’s Paediatric Committee issued a positive opinion on the Pediatric Investigation Plan (PIP) for Acurx’s lead drug, ibezapolstat, in Clostridioides difficile infection investing.com. This essentially means European regulators agree with Acurx’s plan to study ibezapolstat in children, a prerequisite for future marketing approval in Europe. As the company noted, the PIP approval “ensur[es] necessary data are obtained to support the drug’s authorization and use in pediatric populations.” investing.com This news helped lift ACXP stock from about $4.18 to $4.60 at the end of that week nasdaq.com, reflecting investor
8 October 2025
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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

Puerto Rico’s pharmaceutical roots and the Section 936 story For much of the late 20th century, Puerto Rico was an unlikely but critical component of America’s medicine chest. The island’s status as a U.S. territory provided access to federal intellectual‑property protections, Food and Drug Administration (FDA) oversight and the “Made in USA” label—all while offering costs and tax advantages more akin to an emerging market. The most potent driver was Section 936, enacted in 1976, which exempted profits earned by U.S. corporations in Puerto Rico from federal income taxes. Pharmaceutical giants set up dozens of plants, creating tens of thousands of jobs and
6 October 2025
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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?

2025 Year‑to‑Date Stock Performance Cidara’s stock has been among the best performers in biotech. According to YTDReturn.com, a US$10,000 investment on 31 Dec 2024 would have grown to ~US$37,943 by 3 Oct 2025 because the share price increased from US$26.88 to US$101.99, a 279.43 % YTD return ytdreturn.com. Zacks similarly reported a 217.8 % YTD rally by late September nasdaq.com, reflecting further gains in October. The stock traded between US$10.14 and US$106.63 over the past year stockanalysis.com and surged 695.5 % year‑on‑year nasdaq.com. The rally was driven by positive trial data, accelerated regulatory milestones and speculative interest. Cidara’s Cloudbreak platform generated excitement because the CD388 candidate could
4 October 2025
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Tarsus Eyedrop Breakthrough Sends Stock Soaring: 10.9% Rally and Counting

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

Company Overview and Recent Developments Tarsus Pharmaceuticals (NASDAQ: TARS) is a biopharma focused on eye care. Its flagship product XDEMVY (lotilaner ophthalmic solution) was FDA-approved in July 2023 as the first-ever treatment for Demodex blepharitis (eyelid inflammation caused by Demodex mites) globenewswire.com. Tarsus reports that XDEMVY’s launch has exceeded expectations – CEO Bobak Azamian called the Q2 results their “strongest quarter to date” and emphasized XDEMVY as the new standard of care nasdaq.com. Management notes more than 20,000 eye doctors are now prescribing XDEMVY (a >30% rise since early 2025) nasdaq.com, backed by national TV advertising (e.g. Golden Globes and NFL playoff spots
3 October 2025
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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?

Stock Performance and Trends Sarepta’s stock is recovering some ground after steep losses. As of Oct 2, 2025, SRPT closed at $19.57, up about 6.8%for the day investing.com. This followed a general uptrend in recent weeks: SRPT is up roughly 16% over the last month marketbeat.com (though still down >80% from early 2025 levels). Trading volume has been moderate (0.6 million on Oct 2 vs. ~5–9M in prior days) investing.com. Over five trading days it gained +14.6% marketbeat.com, reflecting renewed investor interest. By contrast, the stock had sunk to ~$10–12 in mid-2025 amid safety concerns. Year-to-date, SRPT’s performance is dismal: a –82% return in one year marketbeat.com,
2 October 2025
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Trump Unveils ‘TrumpRx’ Plan with Pfizer Deal to Slash Drug Prices

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

What Is “TrumpRx”? A Direct-to-Consumer Drug Website “TrumpRx” is a planned federal website that will let Americans buy prescription medicines directly from the government at cash prices. According to administration officials, TrumpRx will negotiate discounted rates with drugmakers and allow patients to pay out-of-pocket for certain drugs, bypassing insurers and middlemen wbtv.com reuters.com. White House Press Secretary Karoline Leavitt confirmed on social media that Trump will announce TrumpRx, and a Wall Street Journal report says the site will be branded TrumpRx newsweek.com reuters.com. It is not yet clear which medications will be offered, but the idea is to force prices
30 September 2025
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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

Stock Performance (Sep 2025) On Sept 30, 2025 Pfizer closed around $24.40 reuters.com. Over the past year PFE underperformed the pharma sector (latest 52-week range ~$20.91–30.43 reuters.com). Its trailing P/E is 12.64× reuters.com (ex. special items) and forward P/E ~7.7× reuters.com, compared to ~19× for J&J and ~12× for Merck (see table). Pfizer’s dividend yield (~7.2%) reuters.com is by far the highest in big pharma (JNJ ~2.9%, MRK ~4.1%). The stock rallied on strong earnings in early August s206.q4cdn.com reuters.com and on the Sept 30 Trump pricing news. Q2 2025 Financial Results and Corporate Updates Pfizer reported Q2 2025 revenue
30 September 2025
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European Stocks Rally on Pharma Shakeups, Tech Surge – What’s Next?

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

Market Overview On Monday, Europe’s stock markets built on last week’s Fed-inspired optimism. Investors cheered a mix of corporate news and the prospect of more US rate cuts. Britain’s FTSE 100 climbed roughly 0.5%, putting it near record highs, and the STOXX 600 closed about +0.2% reuters.com. France’s CAC 40 and Germany’s DAX each gained a few tenths of a percent reuters.com. Major indices in Southern Europe also edged up (Spain’s IBEX 35 and Italy’s FTSE MIB were broadly flat or slightly positive). Across sectors, the strongest gains were in healthcare and tech, offsetting weakness in commodity-linked areas and automakers.
29 September 2025
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Crinetics (CRNX) Stock Skyrockets on FDA Approval – Full 2025 Investor Update

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

Stock Price Performance (YTD & Recent) Crinetics stock has been volatile but trending upward in 2025, with the recent FDA catalyst propelling it sharply higher. On September 26, 2025, CRNX closed around $45–$46, up roughly +28% in a single day reuters.com. This spike followed the Palsonify approval news and likely a short squeeze, given the high short interest (~14 million shares short, ~15.5% of float) prior to the decision marketbeat.com marketbeat.com. The one-year trading range spans $24.10 – $62.53 marketbeat.com, meaning the stock is now nearly double its 52-week low and about 26% below its 2023 high. In other words,
26 September 2025
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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

Key facts (as of September 26, 2025) What happened this week (Sept. 23–26) Company snapshot & pipeline Scholar Rock is a late‑stage biotech developing apitegromab, a selective antibody that blocks latent myostatin activation to build/maintain skeletal muscle. Pipeline also includes SRK‑181 (anti‑latent TGF‑β1, oncology; Phase 1) and SRK‑439 (next‑gen anti‑latent myostatin; IND planned for 2H25).  Scholar Rock+1 The SMA evidence base: apitegromab’s pivotal data The obesity tie‑in: preserving muscle on GLP‑1s What the CRL really means Expert view: “[We] expect the issue to be resolved in under three months,” said BMO’s Evan Seigerman, framing the CRL as a timetable hiccup rather than a thesis break.  Reuters Financial position & runway Street consensus, targets
26 September 2025
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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

Richmond’s New Pharma Giant: Overview of Lilly’s $5B Factory Eli Lilly’s forthcoming Richmond-area factory is set to be one of the largest and most advanced pharmaceutical manufacturing sites in the world. At a cost of $5 billion, Lilly will construct a high-tech production campus in Goochland County’s West Creek Business Park, a site that had been prepped for a previous project and now deemed “the perfect spot” for fast construction washingtonpost.com. The facility’s core mission: make more of the critical drug ingredients that Lilly usually sources overseas, right here on U.S. soil washingtonpost.com washingtonpost.com. Scale and Scope: The plant will
16 September 2025
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