In today’s briefing:
- Beta Bionics Inc. (BBNX.US): Solid 3Q’25 Results But Valuation Full at Current Levels
- BioMarin Pharmaceutical Unleashes VOXZOGO Expansion—Is a Market Breakout Coming?
- Hanmi Pharm (128940 KS): Flagship Drugs Boost 3Q25 Result Amid Obesity Pipeline Progress
- Novartis Supercharges Pluvicto—The Blockbuster Cancer Drug Investors Can’t Ignore!
- NurExone Biologic’s Revolutionary Approach to Nerve Repair – 31 October 2025
- RADX: Program and Financial Updates
- Regeneron Bets Big on U.S. Manufacturing – Can $7 Billion Transform Its Future?
Beta Bionics Inc. (BBNX.US): Solid 3Q’25 Results But Valuation Full at Current Levels
- Beta Bionics Inc. has successfully completed its upsized US IPO in January and sold 13.8M shares at $17.00 per share, above the marketed price range.
- Maker of the first FDA-cleared insulin delivery device reported better than expected 3Q’25 results, including revenue of $27.3M and an adjusted EBITDA loss of ~$12M.
- While there is long term potential from interesting pipeline, I believe that the valuation is full, and I would wait a share pull-back before becoming more positive on the stock.
BioMarin Pharmaceutical Unleashes VOXZOGO Expansion—Is a Market Breakout Coming?
- BioMarin Pharmaceutical Inc.’s latest earnings call reveals a complex mix of achievements and challenges, highlighting both substantial growth and notable strategic shifts.
- Over the third quarter of 2025, BioMarin demonstrated robust financial performance, leading to an adjusted full-year revenue guidance.
- The company reported an 11% increase in top-line revenue year-to-date, driven by the success of its global enzyme therapies and skeletal conditions business units, especially through the performance of VOXZOGO, its treatment for achondroplasia.
Hanmi Pharm (128940 KS): Flagship Drugs Boost 3Q25 Result Amid Obesity Pipeline Progress
- Hanmi Pharm (128940 KS) has reported mixed performance for 3Q25. Despite flat topline and high R&D investment, mid-single digit growth in operating profit is the key highlight of 3Q25 result.
- Interim topline results of Phase 3 trials for efpeglenatide have raised expectations that the drug will establish itself as a “national obesity drug” based on excellent efficacy and proven safety.
- The company submitted clinical trial application to FDA for HM17321. Hanmi received FDA approval to initiate a Phase 2 clinical trial with HM15275, which is expected to commence this month.
Novartis Supercharges Pluvicto—The Blockbuster Cancer Drug Investors Can’t Ignore!
- Novartis recently announced its third-quarter 2025 financial results, highlighting a period of strategic growth and progress across multiple fronts.
- The company registered a 7% increase in net sales, alongside a mirrored 7% uplift in core operating income, maintaining its core margin at 39.3%.
- The results underscore Novartis’ ability to drive growth amidst challenges such as the loss of exclusivity (LOE) for key products like Entresto, Tasigna, and Promacta.
NurExone Biologic’s Revolutionary Approach to Nerve Repair – 31 October 2025
- NurExone is a biopharma company focused on developing regenerative exosome-based therapies for central nervous system injuries.
- Its lead development candidate, ExoPTEN, has demonstrated strong preclinical data supporting clinical potential in treating acute spinal cord and optic nerve injury, both multi-billion-dollar markets.
- Introducing Dr. Lior Shaltiel and Yoram Drucker.
RADX: Program and Financial Updates
- Radiopharm Theranostics is advancing a portfolio of imaging and therapeutic radiopharmaceutical candidates in oncology.
- Its approach recognizes the opportunities in tumors beyond prostate, thyroid & neuroendocrine targets originated by precision oncology & validated by clinical trials & regulatory approval.
- RAD101, an 18F radioisotope developed to image brain metastases is the most advanced asset.
Regeneron Bets Big on U.S. Manufacturing – Can $7 Billion Transform Its Future?
- Regeneron Pharmaceuticals reported its third-quarter 2025 financial results, showcasing a mixed performance with both strong growth in some product lines and challenges in others.
- The company’s revenues reached $3.8 billion, marking a modest 1% increase from the previous year.
- This growth was primarily driven by solid performances from several key products, including Dupixent, Libtayo, and EYLEA HD.
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