Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Generate Investment Management Ltd Acquires 6,778 Shares of Regeneron Pharmaceuticals, Inc. $REGN
Generate Investment Management Ltd significantly increased its stake in Regeneron Pharmaceuticals (NASDAQ:REGN) by 56.5% during the third quarter, purchasing an additional 6,778 shares, bringing its total holdings to 18,778 shares valued at approximately $10.56 million. Other institutional investors also made substantial moves in REGN stock, with Dodge & Cox increasing its holdings by 64.6% and Norges Bank acquiring a new position worth about $628 million. Analysts maintain a "Moderate Buy" rating for Regeneron, with an average price target of $779.45.
Dec 30, 2025 • ts2.tech
SOMEWHAT-BEARISH
SRRK stock drops 3% today: What’s driving Scholar Rock shares as FDA reinspection nears
Scholar Rock (SRRK) shares dropped 3.2% today, reversing earlier gains, as investors remain focused on the timing of a year-end manufacturing reinspection crucial for its lead drug candidate, apitegromab. The FDA had previously issued an "official action indicated" status for a key manufacturing site, leading to a resubmission delay. The stock's near-term valuation hinges on regulatory timing, with a BLA resubmission anticipated in 2026 and a new fill-finish facility expected to commercial capacity by early 2026.
Dec 30, 2025 • ts2.tech
NEUTRAL
Rhythm Pharmaceuticals (RYTM) stock falls today as biotech weakens; FDA decision stays in focus
Rhythm Pharmaceuticals (RYTM) shares dropped today as the biotech sector weakened, with major biotech ETFs down over 1%. Investors are keenly awaiting the FDA's decision on a label expansion for Rhythm's obesity drug, Imcivree, for acquired hypothalamic obesity, with a new review deadline set for March 20, 2026. The company also faces competition in the Prader-Willi syndrome landscape and is preparing for Phase 3 trials and future updates.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Amgen Inc.: How a Biotech Veteran Is Rebuilding Its Flagship Pipeline
Amgen Inc. is transforming its growth strategy by shifting focus from mature blockbusters to innovative biologics, biosimilars, and new weight-loss drugs. This evolution aims to build a modular biotech platform with broad therapeutic coverage and multiple revenue streams. The company's future growth hinges on the success of these new assets, particularly MariTide in the obesity market.
Dec 30, 2025 • ts2.tech
SOMEWHAT-BULLISH
Outlook Therapeutics stock jumps ahead of FDA’s Dec. 31 Lytenava decision
Outlook Therapeutics (NASDAQ: OTLK) shares jumped ahead of the FDA's December 31 PDUFA goal date for its wet age-related macular degeneration candidate, Lytenava (ONS-5010). The stock's volatility is high due to a previous FDA rejection in August citing insufficient evidence. Investors are closely watching for the FDA's decision, which could significantly impact the stock's future.
Dec 29, 2025 • MarketBeat
SOMEWHAT-BULLISH
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Given Consensus Rating of "Moderate Buy" by Brokerages
Regeneron Pharmaceuticals (NASDAQ:REGN) has received a "Moderate Buy" consensus rating from 27 analysts, with an average 12-month price target of $779.45. The company recently exceeded quarterly earnings and revenue expectations, and its stock is trading near its 1-year high. Insider transactions show recent share sales by a VP and a director, though insiders still own 7.02% of the stock.