Daily Brief Health Care: Pfizer Inc, Jyong Biotech, Marksans Pharma, GRAIL, Dyadic International , GENOVA , Izotropic , Novartis , Abeona Therapeutics , Symbio Pharmaceuticals and more

• Pfizer and Novo Nordisk engaged in a heated battle for control over biotech company Metcera, which is developing innovative weight loss drugs
• Novo Nordisk, once seen as a leader in the obesity drug market, has recently faced challenges and a decline in stock price due to competition from Eli Lilly and a weaker drug pipeline
• Investors are closely watching the outcome of the bidding war between Pfizer and Novo Nordisk, as the future of the weight loss drug market could be lucrative and competitive

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

• Jyong Biotech (MENS US) went public on 17 June 2025 on Nasdaq and has since skyrocketed by more than 400%, reaching a market cap of  ~$3bn.
• Exclusion from US indices is expected due to ineligible index nationality.
• Exclusion from Global indices is projected due to failing market cap and foreign listing eligibility.

• Marksans Pharma’s new, capacity-doubling Goa facility (acquired from Teva) just received a ‘Zero 483 Observation’ clearance from the USFDA, completely de-risking its largest-ever capex.
• This facility is the engine for the company’s next growth phase. It will service a confirmed $220 million US order book and is critical to achieve INR 3,000 crore revenue.
• With the capex phase now complete and de-risked, the focus shifts to execution and the strategic deployment of its INR 711 crore cash pile, likely on a European front-end acquisition.

• With an in-line 3Q’FY25 revenue, the next major catalyst for GRAIL Inc. is the Galleri PMA submission to FDA, which is expected to occur in 1Q’FY26.  
• The #1 MCED screening test maker has guided to cash burn of <$290M for FY25 and the company’s cash position of $850M+ provides runway into 2030.
• Despite Galleri’s early stage, I view GRAIL Inc. as a very high quality company, which is a clear leader in MCED testing market in the United States.

• Dyadic has developed C1, its proprietary fungal expression system that can produce a variety of recombinant proteins.
• C1 has been commercialized in industrial applications and is in development for production of pharmaceutical grade proteins.
• C1 exhibits potential to economically produce recombinant proteins, biologic vaccines, virus-like particles, antibodies, Fc-fusion, enzymes, AAVs and other biopharmaceuticals.

• In 1H FY03/26, revenue decreased by 3.3% YoY, with an operating loss of JPY37mn and net loss of JPY14mn.
• Medical DOC’s monthly page views averaged 16.2mn, a YoY drop of 3.0mn, influenced by SEO and AI trends.
• Smart Clinic business revenue was JPY1.5bn, with operating profit declining 55.5% YoY to JPY175mn.

• Izotropic is a medical device company that has developed an innovative machine that will allow for women to have more accurate and comfortable screenings for breast cancer.
• For years, women with dense breasts have had cancers missed or have had to undergo additional, expensive tests.
• With the Izotropic machine, costs for insurance companies will go down, accuracy will be greatly increased, and comfort will improve.

• 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.

• On November 12, 2025, Abeona Therapeutics, Inc. (ABEO) announced financial results for the third quarter of 2025 and provided a business update.
• The first patient to be treated with Zevaskyn was moved to the fourth quarter of 2025 following the optimization of a product release assay.
• Interest continues to build for Zevaskyn, with the company having received Zevaskyn product order forms (ZPOFs) for 12 patients, all of which are in the process of scheduling treatments.

Key points (machine generated)

• SymBio Pharmaceuticals focuses on developing treatments for oncology, hematology, and viral infections.
• The company plans to submit approval applications for its antiviral drug brincidofovir by 2028 and start a Phase III trial in late 2025.
• Despite recent financial challenges, SymBio aims to secure funding and present findings at oncology conferences to support growth by 2030.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.