Noah AI Industry News

Delivers real-time biopharma news and signals — powered by AI, curated for professionals.

BMS Q3 Earnings Beat Estimates, but Cobenfy Faces Challenges in Schizophrenia Market

BMS Q3 Earnings Beat Estimates, but Cobenfy Faces Challenges in Schizophrenia Market

Bristol Myers Squibb (BMS) reported strong third-quarter earnings, surpassing analyst expectations with $12.2 billion in sales. However, the company's recently approved schizophrenia drug Cobenfy fell short of projections, highlighting the difficulties of penetrating a market with long-established prescribing habits.

NoahAI News10/31/2025
Biogen's Leqembi Gains Traction in Alzheimer's Treatment, Eyes Presymptomatic Market

Biogen's Leqembi Gains Traction in Alzheimer's Treatment, Eyes Presymptomatic Market

Biogen's Alzheimer's drug Leqembi is making steady progress in the market, with the company reporting significant sales growth and exploring new avenues for expansion. As the pharmaceutical industry shifts towards earlier intervention in Alzheimer's disease, Biogen and its competitors are positioning themselves for a potential paradigm shift in treatment approaches.

NoahAI News10/31/2025
BMS Streamlines Pipeline, Dropping Two Clinical Programs Amid Leadership Changes

BMS Streamlines Pipeline, Dropping Two Clinical Programs Amid Leadership Changes

Bristol Myers Squibb (BMS) has announced the removal of two clinical programs from its pipeline, signaling a strategic shift in the company's research and development focus. This decision comes alongside recent leadership transitions and ongoing cost-saving initiatives at the pharmaceutical giant.

NoahAI News10/31/2025
Inflammation Biotech Evommune Sets IPO Price Range, Aims for NYSE Listing

Inflammation Biotech Evommune Sets IPO Price Range, Aims for NYSE Listing

Evommune, a California-based biotech company focusing on inflammation-related therapies, has announced its intention to go public with an initial public offering (IPO) priced between $15 and $17 per share. The company plans to list on the New York Stock Exchange under the ticker "EVMN" and aims to offer 9,375,000 shares of common stock, with an additional 30-day option for underwriters to purchase up to 1,406,250 shares.

NoahAI News10/31/2025
Biogen Sees Growth in Legacy MS Franchise and New Launches, Updates Financial Outlook

Biogen Sees Growth in Legacy MS Franchise and New Launches, Updates Financial Outlook

Biogen, a leading pharmaceutical company focused on neurological disorders, has reported positive third-quarter results and updated its financial guidance for 2025. The company's performance reflects a resilient multiple sclerosis (MS) franchise and growing momentum in its newer product launches, signaling a potential turnaround after years of sales declines.

NoahAI News10/31/2025
Eli Lilly Invests $1.2B in Puerto Rico Facility, Bolstering Oral Drug Production Capacity

Eli Lilly Invests $1.2B in Puerto Rico Facility, Bolstering Oral Drug Production Capacity

Eli Lilly and Company has announced a significant $1.2 billion investment to upgrade and expand its manufacturing facility in Carolina, Puerto Rico. The investment, part of Lilly's broader commitment to strengthen its domestic supply chain, aims to enhance the production capacity for oral medications, including the company's highly anticipated GLP-1 pill, orforglipron.

NoahAI News10/31/2025
Kyverna's CAR T Therapy Breakthrough in Myasthenia Gravis Treatment

Kyverna's CAR T Therapy Breakthrough in Myasthenia Gravis Treatment

Kyverna Therapeutics has achieved a significant milestone in the treatment of generalized myasthenia gravis (gMG) with its investigational CAR T cell therapy, KYV-101. The company reported a 100% response rate in a Phase II study, setting a new efficacy standard in the field and paving the way for Phase III trials.

NoahAI News10/31/2025
FDA Halts Intellia's Gene Therapy Trials Following Severe Liver Toxicity

FDA Halts Intellia's Gene Therapy Trials Following Severe Liver Toxicity

The U.S. Food and Drug Administration (FDA) has placed two of Intellia Therapeutics' Phase III studies on clinical hold following reports of life-threatening liver toxicity in a patient. The decision marks a significant setback for the biotech company and raises concerns about the safety profile of CRISPR-edited gene therapies.

NoahAI News10/31/2025
Novo Nordisk Challenges Pfizer with $8.5B Bid for Obesity Biotech Metsera

Novo Nordisk Challenges Pfizer with $8.5B Bid for Obesity Biotech Metsera

In a dramatic turn of events, Novo Nordisk has launched an unsolicited $8.5 billion bid for obesity drug developer Metsera, potentially derailing Pfizer's previously announced acquisition. This move has ignited a high-stakes bidding war between two pharmaceutical giants, highlighting the intense competition in the rapidly growing obesity treatment market.

NoahAI News10/31/2025
Lilly's Obesity Drug Zepbound Becomes World's Best-Selling Medicine, Driving Revenue Surge

Lilly's Obesity Drug Zepbound Becomes World's Best-Selling Medicine, Driving Revenue Surge

Eli Lilly's groundbreaking obesity and diabetes medication, tirzepatide, has claimed the title of the world's best-selling drug, propelling the company to raise its full-year financial forecasts. The pharmaceutical giant's third-quarter results have sent ripples through the industry, highlighting the growing dominance of GLP-1 medicines in the global market.

NoahAI News10/31/2025
FDA Places Clinical Hold on Intellia's CRISPR Trials Following Serious Liver Safety Event

FDA Places Clinical Hold on Intellia's CRISPR Trials Following Serious Liver Safety Event

Intellia Therapeutics has encountered a significant setback in its development of CRISPR-based gene therapies for transthyretin amyloidosis (ATTR), as the U.S. Food and Drug Administration (FDA) has placed a formal clinical hold on two of the company's Phase 3 trials. This decision comes in the wake of a serious liver safety event that led to the hospitalization of a study participant.

NoahAI News10/31/2025
Merck's Capvaxive Shines Amid Vaccine Industry Struggles

Merck's Capvaxive Shines Amid Vaccine Industry Struggles

In a challenging landscape for vaccine sales, Merck's new adult pneumococcal shot Capvaxive has emerged as a bright spot, demonstrating strong growth in its third quarter performance. As the world's first pneumococcal vaccine designed specifically for adults, Capvaxive has shown promising results since its launch last year, contrasting with the overall decline in vaccine revenues across the pharmaceutical industry.

NoahAI News10/31/2025
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