PFIZER INC.

The European Commission approved BRAFTOVI® (encorafenib) in combination with MEKTOVI® (binimetinib) for advanced non-small cell lung cancer (NSCLC) with a BRAFV600E mutation, based on the Phase II PHAROS trial results showing a 75% objective response rate (ORR) in treatment-naïve patients and 46% in previously treated patients. The approval addresses limited targeted treatment options for BRAFV600E mutant NSCLC patients.

Dupixent's dominance in the atopic dermatitis market is waning due to new treatments like Adbry, Cibinqo, and Rinvoq. Dermatologists estimate advanced systemic treatments now serve two-fifths of adult AD patients, highlighting the need for new options. Efficacy attributes like itch reduction and mechanism of action are key differentiators, with nemolizumab and lebrikizumab expected to further shift preferences away from Dupixent.

Dupixent's dominance in atopic dermatitis treatment is diminishing with the rise of competitors like Adbry, Cibinqo, and Rinvoq. Dermatologists anticipate adopting nemolizumab and lebrikizumab, further challenging Dupixent's market share.

The early development of GLP-1 drugs, led by Jeffrey Flier and colleagues, faced abandonment by Pfizer in 1991 due to misconceptions about their potential. Despite promising results, Pfizer's decision to focus on non-injection delivery methods led to the termination of the project. The GLP-1 class eventually achieved significant commercial success, highlighting the complexities and uncertainties in drug development.

GT Newsletter summarizes U.S. class-action decisions, including Supreme Court rulings on FAA exemptions and arbitration agreements, circuit court rejections of class certification, and district court analyses of ascertainability and predominance requirements.

A systematic review of real-world studies on advanced therapies for moderate-to-severe ulcerative colitis found Entyvio and Xeljanz most commonly studied, with Xeljanz showing higher remission rates. Entyvio outperformed TNF inhibitors in remission rates, while Remicade was most effective among TNF inhibitors. Safety profiles were similar across all therapies, though study limitations warrant further research.

Vaxcyte, Inc. (NASDAQ: PCVX) is developing next-gen vaccines using its XpressCF platform to prevent bacterial infections, focusing on VAX-31 and VAX-24 pneumococcal vaccines. VAX-31, in Phase 1/2 trials, aims to start Phase 3 by mid-2025, potentially securing a best-in-class position in the pneumococcal vaccine market.

Investing in dividend-paying stocks like Bristol Myers Squibb and Royalty Pharma can provide steady income, with both companies rapidly increasing their payouts. Bristol Myers Squibb, with a 4.9% yield, has raised its dividend for 15 consecutive years and has multiple growth drivers. Royalty Pharma, offering a 2.9% yield, has seen a 60% increase in free cash flow since 2020 and is poised for exponential growth in royalties and dividends.

The WHO's mpox declaration led to significant stock market increases for pharmaceutical, medical tech, and biopharmaceutical companies, while airline stocks declined, reflecting investor concerns about mpox's global spread.