In today’s briefing:
- Potential Takeovers, Legal Battles, and Strategic Reviews: Key Updates on THTX, SWTX, LQDA and More
- Astellas Pharma (4503 JP): Strong FY25 Result; Cost Optimization to Boost FY26 Profit on Flat Sales
- Thermo Fisher Scientific: Latest Expansion in Pharmaceutical Services Driving Our Optimism!
- EVAX: Cancer Vaccine Shows Great Results
- LEXX: Second Quarter Results
Potential Takeovers, Legal Battles, and Strategic Reviews: Key Updates on THTX, SWTX, LQDA and More
- Theratechnologies (THTX) received a non-binding takeover offer from Future Pak, with a potential 62% upside including CVR.
- Merck KGaA is nearing a $47/share acquisition of SpringWorks Therapeutics (SWTX), with no competing bidders reported.
- Liquidia (LQDA) and UTHR are engaged in legal battles over patent infringement and Yutrepia’s approval, affecting market valuations.
Astellas Pharma (4503 JP): Strong FY25 Result; Cost Optimization to Boost FY26 Profit on Flat Sales
- Astellas Pharma (4503 JP) has announced strong FY25 performance, with all key parameters surpassing guidance, while FY26 guidance is a mix of positives and negatives.
- Astellas has guided for FY26 revenue of ¥1,930B, up 1% YoY. While strategic brands are expected to grow by double and triple-digit, Xtandi is expected to report 5% revenue decline.
- FY26 core operating profit is guided at ¥410B, up 5% YoY, driven by cost optimization effort. Core net profit for FY26 is expected to increase 3% YoY to ¥304B.
Thermo Fisher Scientific: Latest Expansion in Pharmaceutical Services Driving Our Optimism!
- Thermo Fisher Scientific’s Q1 2025 earnings report exhibits both strengths and challenges, reflecting the complex macroeconomic landscape.
- The company reported a solid revenue of $10.36 billion and an adjusted operating income of $2.27 billion.
- Their adjusted operating margin stood at 21.9%, with an adjusted EPS of $5.15, reflecting a 1% year-over-year growth.
EVAX: Cancer Vaccine Shows Great Results
- EVAX is a clinical stage company that has proprietary AI models designed to more efficiently and more accurately target much-needed treatments.
- The company has two streams of possible revenue: from the treatments themselves and from the licensing of AI technology.
- The company announced that data on its cancer vaccine showed strong and encouraging results.
LEXX: Second Quarter Results
- Lexaria is a biotechnology company seeking to enhance the bioavailability of multiple drug agents using DehydraTECH (DHT), its technology using oral and topical delivery.
- It combines lipophilic APIs with specific fatty acid and carrier compounds followed by dehydration.
- DHT offers several attractive features: substantial improvement in bioabsorption in terms of time to measurable plasma levels & AUC, brain permeation, taste masking & side effect reduction.
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