GILEAD SCIENCES SL

OmRx Oncology, a biopharmaceutical venture with investment from Scripps Research, launched with the in-licensing of OX-4224, an oral checkpoint inhibitor from Gilead Sciences, targeting PD-1/PD-L1 pathway for non-small cell lung cancer. The company aims to improve access to immunotherapy in low and middle-income countries, where biologics are unaffordable and unavailable. OX-4224 will be studied in a Phase 2 program in India, offering a potentially more affordable and accessible option compared to traditional antibody checkpoint inhibitors.

Lenacapavir, a long-acting HIV-prevention drug requiring dosing every six months, showed 89% more effectiveness than daily oral medication in preventing HIV among gay, bisexual, and transgender individuals, and 100% effectiveness in cisgender women. Despite its potential to significantly reduce HIV infections, concerns over its high cost may hinder widespread adoption.

Lenacapavir, an HIV treatment, reduced infection risk by 96% in a Phase 3 trial, proving 89% more effective than Truvada. The trial's success led to early unblinding, allowing all participants access to lenacapavir. Gilead plans to use trial data for drug approval in multiple countries by year-end, prioritizing high-incidence, low-resource regions.

A twice-yearly injection of lenacapavir reduces HIV risk by 96%, according to Gilead Sciences. The drug, currently priced at $3,450 per month for treatment, has not yet disclosed its price for preventive use. Patient advocates are concerned about accessibility, despite the drug's potential to transform HIV prevention.

Regeneron Pharmaceuticals' PE, PB, and PS ratios are low, suggesting potential undervaluation. However, its low ROE indicates lower profitability. High EBITDA and gross profit levels indicate strong financial performance, but low revenue growth may be a concern.

Kailera Therapeutics is advancing a pipeline of therapies for obesity and related conditions, focusing on injectable and oral treatments. Their lead program, KAI-9531, showed promising Phase 2 results. Backed by experienced leadership and top-tier investors, Kailera aims to empower individuals to transform their health.

Nivolumab plus gemcitabine/cisplatin chemotherapy significantly improved response rates, overall survival, and progression-free survival in patients with lymph node–only metastatic urothelial carcinoma, according to a post hoc analysis of the CheckMate 901 trial presented at the 2024 ASCO Annual Meeting.