BERLIN--(BUSINESS WIRE)--Bayer today announced results from the ongoing global Phase I first-in-human, dose-escalation PAnTHa study (NCT06217822) evaluating the safety, tolerability and preliminary efficacy of 225Ac-PSMA-Trillium (BAY 3563254), a next-generation targeted alpha therapy (TAT) in patients with advanced metastatic castration-resistant prostate cancer (mCRPC). The dose for expansion was successfully identified, with 80% of patients achieving a PSA50 response at the expansion dose. ...

Though the role of women in agriculture is changing from drudgery and hard labour to more systematic working, it is still not enough to bring real transformation to the rural economy. Women are the real beneficiaries of schemes to provide water, electricity or the Swach Bharat mission, but they need to be empowered by ensuring the availability of basic amenities across all sectors. Devesh Chaturvedi, Secretary, Department of Agriculture and Farmers’ Welfare, inaugurating businessline’s fifth Agri and Commod ...

Elanco Animal Health Conference Call Summary Company Overview - **Company**: Elanco Animal Health (NYSE: ELAN) - **Date**: February 26, 2026 - **Speakers**: Jeff Simmons (President and CEO), Bob VanHimbergen (Executive VP and CFO) Key Points Industry and Market Position - The animal health industry is experiencing positive trends, particularly in pet care and protein sectors, with Elanco positioned well within these markets [5][6] - Elanco's strategy focuses on growth, innovation, and cash generation, aiming to be a consistent and reliable performer [5][6] Financial Performance - Elanco reported strong Q4 results, exceeding expectations in adjusted EBITDA, revenue, and EPS [6] - Guidance for fiscal 2036 includes: - Mid-single-digit top-line growth - High single-digit EBITDA growth - Low double-digit EPS growth - Deleveraging to low threes by year-end [8][22] Innovation and Product Pipeline - Elanco's innovation pipeline is robust, with a focus on products like Zenrelia and Befrena, which are expected to drive future growth [10][12] - Zenrelia has shown strong market uptake, achieving 40% market share in Brazil and significant growth in the U.S. [13][15] - The company plans to increase investment in Zenrelia due to its positive performance and demand [14] Competitive Landscape - Elanco anticipates competitive responses from companies like Zoetis and Merck, but believes its product efficacy will maintain its market position [62][67] - The entry of new competitors, such as Merck's NUMELVI, is factored into Elanco's guidance, with expectations of continued market share growth [30][34] Pricing Strategy - Elanco has implemented a price increase of 2% in 2025, with expectations for further price uplift in 2026 due to new product launches [74][76] - The company emphasizes that market share gains are driven by product efficacy rather than pricing alone [74] Distribution Relationships - Elanco maintains strong relationships with major distributors, which are expected to provide a competitive advantage moving forward [78][80] - The company has a unique buy-sell model that allows for better value creation and demand generation [78] Long-term Outlook - Elanco expects to see EBITDA margins improve by 200 to 350 basis points by 2028, driven by volume leverage and a favorable product mix [88] - The Ascend initiative is expected to contribute significantly to operational efficiency and margin improvement [88] Additional Insights - The company is focused on maintaining a balanced approach to investment in innovation and operational efficiency, ensuring long-term growth [81][85] - Elanco's omnichannel approach is highlighted as a key strategy to enhance customer engagement and compliance in pet care [41] Conclusion Elanco Animal Health is positioned for growth in the animal health market, driven by a strong innovation pipeline, effective pricing strategies, and robust distribution relationships. The company is optimistic about its future performance, with a focus on maintaining product efficacy and market share amidst increasing competition.

WHIPPANY, N.J.--(BUSINESS WIRE)--Bayer's XOFIGO® plus enzalutamide demonstrates significant OS benefit in PEACE-3 trial in patients with mCRPC with bone metastases. ...

Summary of Oric Pharmaceuticals FY Conference Call Company Overview - **Company**: Oric Pharmaceuticals (NasdaqGS:ORIC) - **Industry**: Clinical stage oncology - **Focus Areas**: Prostate cancer, lung cancer, and breast cancer [2][3] Key Programs 1. **Rinzimetostat (ORIC-944)**: - Allosteric PRC2 inhibitor targeting prostate cancer in combination with AR inhibitors (apalutamide and darolutamide) [2][3] - Phase III study expected to start in the first half of 2026 [3][4] - Early clinical data shows promising PSA response rates and favorable safety profile compared to Pfizer's data [5][17] 2. **Enosertinib**: - EGFR inhibitor with high potency on exon 20 and PAK mutations [3][43] - Demonstrated 100% overall response rate in patients with measurable disease, including those with untreated brain metastases [43] Market Opportunity - **Prostate Cancer**: - Large patient population with significant unmet needs; over $11 billion in sales for ARPi inhibitors last year [23][24] - Potential to reverse resistance to current therapies and extend treatment duration [24][25] - **Lung Cancer**: - High prevalence of CNS metastases in lung cancer patients, making CNS activity a critical differentiator for enosertinib [43][44] Competitive Landscape - **Rinzimetostat vs. Mevrometostat**: - Rinzimetostat is positioned as a potentially best-in-class PRC2 inhibitor with better drug properties, including solubility and half-life [11][12] - Early data suggests lower rates of gastrointestinal and hematological toxicities compared to competitors [17] - **Enosertinib's Differentiation**: - Focus on CNS activity and less off-target toxicities compared to competitors [43][44] Upcoming Milestones - **Rinzimetostat**: - Q1 update with data from 20-25 patients expected, focusing on PSA50, PSA90, safety, and tolerability [38][39] - Phase III study initiation in the first half of 2026 [3][38] - **Enosertinib**: - Continued evaluation of monotherapy and combination strategies, with updates expected in the second half of 2026 [48][49] Investor Considerations - The stock's performance is closely tied to the outcomes of the MEVPRO-1 study and the company's own data releases [53][56] - Rinzimetostat is viewed as a potential blockbuster if it demonstrates differentiation in safety and efficacy [58] Conclusion Oric Pharmaceuticals is strategically positioned in the oncology space with promising drug candidates targeting significant unmet needs in prostate and lung cancers. The upcoming data releases and competitive positioning will be critical for investor confidence and stock performance moving forward.

瑞银将拜耳目标价从32欧元上调至48欧元。 ...

Wall Street regulator allows intraday trading of tokenized WisdomTree money market fund | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A screen displays the logo for WisdomTree following its debut on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., November 7, 2022. REUTERS/Brendan McDermid [Purchase Licensing Rights, opens new tab]- Companies[Wisdomtree Inc]FollowWASHINGTON, Feb 23 (Reuters) - The U.S. Secu ...

Skip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivBayer files lawsuit against Johnson & Johnson, Janssen BiotechFebruary 23, 20263:43 PM UTCUpdated agoBy ReutersThe 120 metres high Bayer Cross, logo of German pharmaceutical and chemical maker Bayer AG, consisting of 1710 LED glass bulbs is seen outside the industrial park "Chempark" of the chemical... Purchase Licensing Rights, opens new tab Read moreCompaniesBayer AGJanssen Biotech IncJohnson ...

Core Insights - Voyageur Pharmaceuticals Ltd. has signed a collaboration and funding agreement with Bayer, providing milestone-based funding support of up to USD 2.35 million to develop iodine for medical imaging contrast media [1][2][3] Company Developments - The agreement includes an initial payment of USD 350,000 upon execution, USD 1,000,000 upon commencement of a feasibility study for an iodine extraction plant in Oklahoma, and another USD 1,000,000 upon completion of the study [3] - Voyageur has acquired iodine intellectual property from Dr. Brian Mueller, positioning the company to be a key player in the global iodine supply chain [1] - The company aims to become the first domestic producer of iodine contrast media in the United States, enhancing the security of the North American healthcare supply chain [4][7] Project Details - Voyageur is working on feasibility studies for both the Bayer project and its own radiology drug production project, which includes producing barium contrast drugs from its Frances Creek project in British Columbia and iodine contrast media from the Anadarko basin in the USA [5][6] - Initial lab bench testing for the Bayer project has been completed, and the company plans to build a small transportable field unit to gather data for the feasibility study [6] Market Context - The global contrast media market was valued at USD 6.77 billion in 2024 and is projected to reach USD 13.86 billion by 2033, growing at a CAGR of 8.3% from 2025 to 2033 [8] - North America accounts for approximately 39.07% of the global iodine contrast media market, valued at USD 2.65 billion annually due to high imaging volumes [8] Strategic Vision - Voyageur aims to vertically integrate the barium and iodine contrast markets, controlling all primary input costs from sourcing raw materials to final production [10][13] - The company plans to transition into a high-margin domestic manufacturer of radiology drugs, ensuring product validation by regulatory agencies worldwide [11]

经济观察网根据公开信息，拜耳公司(BAYRY.PS)股价近期表现受到多重因素影响。截至2026年2月20日 收盘，拜耳股价报12.77美元，当日下跌3.84%，近5个交易日累计跌幅为5.41%。 股票近期走势 2026年2月17日，拜耳股价因和解消息刺激单日大涨6.04%至14.40美元，但随后两个交易日连续回调(2 月18日跌7.57%，2月20日跌3.84%)，显示市场对和解方案的实际效果持谨慎态度。 近期事件 诉讼风险持续存在：尽管拜耳于2026年2月17日宣布提出72.5亿美元的计划以解决Roundup(农达)除草剂 相关诉讼，但市场担忧并未完全消除。股东Union Investment的投资组合经理马库斯.曼斯指出，该提 案"还不是许多投资者所希望的突破"，若未能在美国最高法院胜诉，新一轮诉讼可能在几年内再次出 现。最高法院定于2026年4月底进行口头辩论，其结果对公司长期诉讼风险至关重要。 核心产品面临仿制药竞争：拜耳的核心药物利伐沙班(Xarelto)和艾力雅(Eylea)在2026年仍面临仿制药竞 争带来的销售压力，公司预计这一压力在2026年后才会逐步放缓。专利悬崖问题直接制约收入增长。 成 ...