In today’s briefing:
- Quiddity T50/100/TDIV Sep26 Results: All Changes in Line with Expectations Except for One
- Aragen Life Science Pre-IPO Tearsheet
- Cytokinetics’ $23 Million MYQORZO Launch — Can Aficamten Become A Cardiology Powerhouse?
- Haemonetics’ Strategic Reset — Plasma, BMT & Cash Flow Drive Higher 2027 Guidance!
- Halozyme Therapeutics’ 50% Royalty Surge — Is ENHANZE Still Just Getting Started?
- 10x Genomics’ 47% Instrument Drop — Is Atera About To Change The Story?
- Viatris’ $150 Million Headwind — Can Growth And Pipeline Momentum Offset Nashik?
- Ascentage Pharma (6855 HK): Trials Progress, Olverembatinib, Lisaftoclax Gain Momentum in 1H26
Quiddity T50/100/TDIV Sep26 Results: All Changes in Line with Expectations Except for One
- The September 2026 index review results for the T50, T100, and TDIV indices were confirmed after market close on Friday 4th September 2026.
- There will be 1 ADD/DEL for T50 and 3 separate ADDs/DELs for T100.
- We correctly predicted all of these changes except for one.
Aragen Life Science Pre-IPO Tearsheet
- Aragen Life Sciences Limited (ALS IN) is looking to raise at least US$300m in its upcoming India IPO. The deal will be run by Axis, Citi, GS, JM Financial.
- Aragen Life Sciences Limited (ALS) is an India-based, fully integrated contract research, development, and manufacturing organization (CRDMO).
- ALS offers a platform of solutions across the entire drug lifecycle, which spans from contract discovery and preclinical research to contract development and manufacturing for both small molecules and biologics.
Cytokinetics’ $23 Million MYQORZO Launch — Can Aficamten Become A Cardiology Powerhouse?
- Cytokinetics reported its second quarter 2026 results amid early-stage commercialization of MYQORZO (aficamten) for obstructive hypertrophic cardiomyopathy (oHCM) and positive clinical developments extending its cardiology pipeline.
- The company highlighted encouraging commercial momentum, with U.S. net product revenues from MYQORZO reaching $23 million and European launch initiation, particularly in Germany, contributing an additional $2.3 million.
- As of quarter-end, over 700 U.S. healthcare providers had prescribed MYQORZO, with more than 1,500 patients having received the drug, marking an approximate tripling from the first quarter.
Haemonetics’ Strategic Reset — Plasma, BMT & Cash Flow Drive Higher 2027 Guidance!
- Haemonetics Corporation reported first quarter fiscal year 2027 results demonstrating continued profitable growth, with revenues totaling $339 million, reflecting a 6% increase both on a reported and organic basis.
- Adjusted earnings per diluted share rose 4% to $1.14.
- The company operates through three core platforms—Plasma, Blood Management Technologies (BMT), and Interventional Technologies (IVT)—all of which contributed positively to the quarter’s performance.
Halozyme Therapeutics’ 50% Royalty Surge — Is ENHANZE Still Just Getting Started?
- Halozyme Therapeutics reported strong second quarter 2026 financial and operating results, driven by significant growth in royalty revenues from its ENHANZE technology platform.
- Total revenues rose 48% year-over-year to $481 million, while royalty revenues increased 50% to $308 million.
- Results exceeded company expectations, supported by six ENHANZE-enabled products.
10x Genomics’ 47% Instrument Drop — Is Atera About To Change The Story?
- 10x Genomics reported second quarter 2026 revenue of $151 million, including $1.6 million from license and royalty settlements.
- Excluding these nonrecurring items, revenue grew 3% year-over-year to $149 million.
- The company’s consumables revenue rose 7%, driven by 3% growth in Single Cell and 16% growth in Spatial consumables.
Viatris’ $150 Million Headwind — Can Growth And Pipeline Momentum Offset Nashik?
- Viatris reported second-quarter 2026 financial results reflecting continued operational revenue growth, strong profitability, and progress across its global product portfolio and pipeline.
- Total revenues were $3.8 billion, representing a 3.5% operational increase year-over-year, driven primarily by growth in Greater China and solid performance in complex generics and branded products in North America.
- Adjusted EBITDA was $1.2 billion, and adjusted EPS reached $0.69, both exceeding company expectations.
Ascentage Pharma (6855 HK): Trials Progress, Olverembatinib, Lisaftoclax Gain Momentum in 1H26
- Ascentage Pharma (6855 HK) reported revenue of RMB 302.2M in 1Q26 (up 29% YoY), from the sales of pharmaceutical products, commercialization rights income from Innovent Suzhou and service income.
- R&D cost will continue to tread on a higher trajectory. Company will continue to advance enrolment in the trials and actively advance inclusion of Lisaftoclax in China’s NRDL in 2026.
- Building on the differentiated clinical profile of both products, Ascentage is well positioned to accelerate market penetration and prepare for potential new indication approvals and upcoming NRDL inclusion opportunities.
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