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ksqyjuengzlva
33 mins. ago
Revolution Medicines, Inc. (NASDAQ:RVMD) touched an all-time high above $224 on August 27, 2026, following FDA approval of Rasonque (daraxonrasib) – the first broad RAS-targeted therapy cleared for metastatic pancreatic cancer. Creating a milestone, the approval came roughly five weeks after filing under the agency's national priority voucher. The pivotal RASolute 302 trial nearly doubled median overall survival, to 13.2 months from 6.7 on chemotherapy. While the clinical benefit is substantial, a $47 billion valuation suggests the market had already priced in this success.
RVMD carries essentially no product revenue yet. Its price rests entirely on the future. Evercore ISI has raised the next-year sales estimate for Rasonque to ~$2.4 billion. Additionally, the $47 billion valuation discounts much of a long-term pancreatic opportunity which the Evercore **** yst estimates Rasonque could generate about $15.1 billion in pancreatic-cancer sales by 2034. However, a few details complicate this math. First, the approved label applies strictly to second-line or multiagent-ineligible patients. The front-line indication represents the larger market opportunity but remains pending, meaning a notable portion of the TAM is not yet accessible. Second, RVMD's current valuation also sits well above the $28 billion–$32 billion takeover valuation reportedly discussed with Merck earlier this year. Bulls argue lung and colorectal trials justify the $47 billion beyond pancreatic cancer, though that pipeline potential remains unproven.
That matters because Revolution Medicines must now execute its first commercial launch independently in one of oncology's most challenging indications characterized by short survival, high patient frailty, and a U.S. list price of $39,800 for a 30-day supply. Commercialization will require heavy spending. The second-quarter net loss widened to $644 million, and full-year operating expense guidance increased to between $2.1 and $2.2 billion. While a $3.9 billion cash balance and up to $1.5 billion in committed royalty financing fund the launch, operational execution remains the primary risk.
Insiders were net sellers of roughly $21.5 million over the past 90 days with zero buying. Hedge fund data on the stock is flat. As per the Insider Monkey database, 105 funds held RVMD in the second quarter of 2026, modestly down from 106 in the first, indicating strong conviction among institutional investors. Short interest sits near 6% of float, representing a modest level of bets against the stock.

#first
raw_vm
1 day ago
BioNTech SE (NASDAQ:BNTX) rallied following the first positive interim Phase 3 topline result for a personalized mRNA cancer therapy. Moderna and Merck said intismeran, combined with Keytruda, significantly improved recurrence-free and distant metastasis-free survival in patients with surgically removed high-risk melanoma. The result lifted other mRNA developers because it provided the strongest evidence yet that the technology can work against cancer in a large late-stage trial. For BioNTech SE (NASDAQ:BNTX), however, the rally raises a harder question: does validation of the therapeutic class meaningfully improve the odds for its own candidates, or has the market moved ahead of company-specific evidence?
The distinction matters. Moderna's intismeran is individually designed around mutations found in each patient's tumor. BioNTech SE (NASDAQ:BNTX) is awaiting an interim ******* ysis from the Phase 3 portion of AHEAD-MERIT, which tests BNT113 with pembrolizumab in first-line unresectable recurrent or metastatic HPV16-positive, PD-L1-positive head-and-neck squamous cell carcinoma. BNT113 is an off-the-shelf FixVac therapy encoding the HPV16 E6 and E7 oncoproteins. Different antigens, manufacturing approaches, cancer types and treatment settings prevent Moderna's result from functioning as a direct clinical read-through.
Still, BioNTech SE (NASDAQ:BNTX) has more than one attempt at building an oncology franchise. The company has 14 ongoing pivotal trials across mRNA immunotherapies, immunomodulators and antibody-drug conjugates. It expects three late-stage readouts during 2026, including the BNT113 interim ******* ysis, and ended June with €16.6 billion in cash, cash equivalents and security investments.
The bull case for BioNTech SE (NASDAQ:BNTX) is that Moderna and Merck have reduced skepticism around the broader platform. Their trial enrolled 1,137 patients and met its primary endpoint of recurrence-free survival and a secondary endpoint of distant metastasis-free survival, with no new safety concerns reported. The result shows that an mRNA therapy can add meaningful benefit to a checkpoint inhibitor in Phase 3.
BioNTech also has a personalized program that more closely resembles intismeran. Autogene cevumeran, partnered with Genentech, is being studied in randomized Phase 2 trials in pancreatic and colorectal cancer. Meanwhile, BNT113 has FDA Fast Track designation and could provide BioNTech's own pivotal mRNA evidence. The company's cash position gives it room to fund these programs and absorb failures elsewhere in the portfolio.

#biontech
rocket
1 day ago
Aug 28 (Reuters) - BioNTech SE said on Friday it has decided to ‌terminate the mid-stage trial of ‌its experimental mRNA-based cancer vaccine for patients with a type of colorectal cancer, sending the German firm's U.S.-listed shares down nearly 9%.
An independent data safety monitoring board, responsible ‌for overseeing the ⁠safety and integrity of the trial, recommended discontinuing treatment of ⁠patients and terminating the study.
The immunotherapy, autogene cevumeran, is being jointly developed by BioNTech and Roche's Genentech. The trial was evaluating ‌it as an adjuvant monotherapy in patients with high-risk stage II or stage III colorectal cancer whose tumors had been surgically removed but who remained ctDNA-positive.
In ‌its most recent review of the available data of this trial, the board identified a ‌numerical imbalance in overall survival between treatment arms in this specific patient population and noted that further trial continuation was ‌unlikely to change the efficacy outcome.
(Reporting by Sriparna Roy in Bengaluru; Editing by Shilpi Majumdar)

#patients #colorectal
spinsqvq2892659818
3 days ago
Busy Philipps has ex-husband Marc Silverstein and late friend James Van Der Beek to thank for the discovery of her rare brain tumor.
Philipps, 47, is "grateful" to be alive after doctors found a grade 2 oligodendroglioma, a rare type of brain cancer, during the actress' voluntary full-body scan in February.
Mega
The White Chicks star told People in a Wednesday, August 26, interview that she had originally scheduled the procedure for January, but was forced to postpone due to a blizzard in New York City. Her rescheduled appointment, however, was set for February 12 — just one day after her beloved Dawson's Creek costar Van Der Beek died after a battle with stage 3 colorectal cancer.
"Should I just cancel it?" she recalled asking Silverstein, 55, with whom she shares daughters Birdie, 18, and Cricket, 13. "He's like, 'Maybe it's the best thing you could do for your friend this morning. Go get that scan.'"

#silverstein #beek #february
dig91
5 days ago
Healthcare investors are often faced with a choice between companies that generate steady growth across diversified businesses and those positioned to benefit from improving industry conditions. Abbott Laboratories (NYSE:ABT) and Thermo Fisher Scientific (NYSE:TMO) represent those two approaches. Abbott (NYSE:ABT) continues to deliver broad-based growth across diagnostics, medical devices, and nutrition, while Thermo Fisher (NYSE:TMO) is showing early signs that the life sciences downturn may finally be easing.
Both companies reported encouraging results, but the question for investors is whether consistent execution or a cyclical recovery offers the stronger long-term opportunity.
Abbott's (NYSE:ABT) strongest growth driver this quarter came from diagnostics, reinforcing the company's ability to generate meaningful growth across multiple business segments. ‌The company's cancer ⁠diagnostics business, which was recently integrated through the Exact Sciences buyout, is benefiting from an expanding base that comprises both new and repeat users of the colorectal cancer screening test, Cologuard.
The quarter's earnings report corroborates this, as sales in its diagnostics segment rose 42% to $3.09 billion in fiscal Q2, surpassing the estimate of $3.02 billion, emerging as one of the company's strongest performers during the quarter. The continued strength in diagnostics is particularly important because it adds another major growth engine alongside Abbott's (NYSE:ABT) medical device business, making the company's earnings profile more balanced.
While Abbott's (NYSE:ABT) investment case is built on factors like diversification, Thermo Fisher's (NYSE:TMO) outlook increasingly depends on improving conditions across the life sciences industry. The company's quarter suggests that the recovery in life sciences spending is becoming increasingly broad-based. Management highlighted improving customer activity across pharmaceutical and biotechnology markets, while multiple operating segments returned to healthy growth. That is an important distinction because broader participation across business segments suggests customer spending is becoming healthier rather than merely stabilizing in one niche.

#Growth #thermo
7_0APLB2
5 days ago
Investors looking for rock-solid dividend stocks can hardly do better than turning to Dividend Kings. This refers to a group of corporations that have raised their payouts for at least 50 consecutive years, an impressive accomplishment. However, not all Dividend Kings are created equal. Take Abbott Laboratories (NYSE: ABT) and Johnson & Johnson (NYSE: JNJ). Both healthcare giants belong to that group, and they have moved in opposite directions this year: Johnson & Johnson has beaten broader equities, while Abbott Laboratories has been a market laggard. Which of them is a better buy today?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Abbott has faced several challenges over the past couple of years. First, revenue and earnings growth haven't been strong, particularly in its diagnostics and nutrition segments. Second, the medical device specialist has faced some legal and regulatory headwinds. For instance, it has dealt with lawsuits claiming that its baby formula caused health issues in premature babies.
These have somewhat tarnished the company's public image. However, the healthcare leader is looking to turn things around. It can still count on its core medical device segment, particularly its diabetes care unit, which remains one of its main growth drivers. Abbott's FreeStyle Libre, a line of continuous glucose monitoring (CGM) systems that help patients with diabetes track their blood sugar levels, continues to perform well.
Also important, the company acquired Exact Sciences earlier this year in a cash transaction valued at $21 billion. This deal brings Cologuard, a leading non-invasive diagnostic test for colorectal cancer, under Abbott's umbrella. It will help the company tap into the large and growing cancer diagnostic market and boost sales within its diagnostic division. So, Abbott could bounce back, and in the meantime, its dividend program remains intact. It has increased its payouts for 54 consecutive years.

#johnson #Dividend
fxftawxufdm
10 days ago
Consuming a sugary drink a day may significantly raise the risk of developing stomach cancer, according to new research from Mass General Brigham.
After accounting for other risk factors, the researchers found that one or more sugary drinks per day was linked to nearly triple the risk of gastric cancer compared with fewer than one serving per month.
Roughly two-thirds (63%) of U.S. adults report consuming sugar-sweetened beverages at least once a day, CDC data states.
Beer, Wine Or Liquor? Massive Study Reveals Which Was Linked To Lower Death Risk
While earlier studies linked sugary drinks to higher rates of liver, breast and colorectal malignancies, their specific impact on gastric tissue remained unclear until now.

#sugary #brigham
EHYnMH
24 days ago
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Health Care Fund". A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, the Fund appreciated 10.61% on an annualized basis, compared with 10.02% for the Benchmark and 14.83% for the Index. Strong stock selection in pharmaceuticals, biotechnology, health care equipment, and life sciences tools and services supported the Fund's outperformance, although limited exposure to managed care stocks reduced relative returns. The Fund remains positive on health care due to improving biotechnology funding, strong acquisition activity, recovering managed care margins, and growth from an aging population, chronic disease, medical innovation, and higher health care spending. In addition, please check the Fund's top five holdings to know best picks in 2026.
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Revolution Medicines, Inc. (NASDAQ:RVMD) as a new addition. Revolution Medicines, Inc. (NASDAQ:RVMD) is a clinical-stage precision oncology company that develops novel targeted therapies for RAS-addicted cancers. On August 3, 2026, Revolution Medicines, Inc. (NASDAQ:RVMD) closed at $182.45 per share. The one-month return of Revolution Medicines, Inc. (NASDAQ:RVMD) was -4.21% and its shares gained 375.25% over the past 52 weeks. Revolution Medicines, Inc. (NASDAQ:RVMD) has a market capitalization of $38.79 billion.
Baron Health Care Fund stated the following regarding Revolution Medicines, Inc. (NASDAQ:RVMD) in its Q2 2026 investor letter:
"We added to our position in Revolution Medicines, Inc., a biotechnology company developing medicines to treat cancers driven by rat sarcoma (RAS) mutations. The company estimates there are 190,000 new cancer diagnoses each year in the U.S. that are driven by RAS mutations, including approximately 60,000 patients with non-small cell lung cancer, 75,000 patients with colorectal cancer, and 56,000 patients with pancreatic cancer. In April, the company released topline results from its RASolute 302 trial in which patients with advanced pancreatic cancer who received the company's medicine Daraxonrasib in the second line had a median overall survival of 13.2 months compared to 6.7 months for the patients who received chemotherapy. Subsequently at the annual meeting of the American Society of Clinical Oncology (ASCO), the clinical trial investigators presented the full data which confirmed the groundbreaking results. In this patient population, Daraxonrasib reduced the risk of death by 60% compared with chemotherapy. The presentation at ASCO received a standing ovation, which is rare in oncology and even rarer in pancreatic cancer. Daraxonrasib represents the first major advance in pancreatic cancer in over 30 years. Also, duri
j0wls85oyk
27 days ago
James Van Der Beek's wife, Kimberly, paid tribute to the late actor on what would have been their 16th anniversary
"The beauty of this marriage continues to unfold everyday with all these incredible children we have," she wrote alongside a photo of James hugging all six of their children
The Dawson's Creek alum was diagnosed with stage 3 colorectal cancer and died at 48 on Wednesday, Feb. 11
James Van Der Beek's wife, Kimberly, is remembering the late actor on what would have been their 16th anniversary.
On the couple's first wedding anniversary since James died at age 48 following a journey with stage 3 colorectal cancer in February, Kimberly, 44, expressed that, 16 years ago, she was "the luckiest woman in the world to marry vanderjames."

#kimberly #anniversary #actor #cancer
grump1lynx
27 days ago
Originally appeared on E! Online
James Van Der Beek's wife Kimberly Van Der Beek is marking a special milestone in the pair's marriage.
Six months after the Dawson's Creek alum died following a yearslong battle with colorectal cancer, his wife shared a message in honor of what would have been the couple's 16th wedding anniversary.
"16 years ago I was the luckiest woman in the world to marry vanderjames," Kimberly wrote on Instagram Aug. 1 alongside photos with the late actor. "The beauty of this marriage continues to unfold everyday with all these incredible children we have."
Indeed, Kimberly—mom to Olivia, 15, Joshua, 14, Annabel, 12, Emilia, 10, Gwendolyn, 8, and Jeremiah, 4, with James—shared she still feels her husband's presence, adding, "He continues to be present and guide us. I'm eternally grateful."

#originally
nova
1 month ago
Fred Alger Management, an investment management company, released its "Alger Small Cap Focus Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) fueled market optimism in the quarter, driving the Information Technology and Industrials sectors forward while Energy and Utilities lagged due to falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Alger Small Cap Focus Fund's Class A shares outperformed the Russell 2000 Growth Index in the quarter, driven by strong performances in the Industrials and Health Care sectors, while Financials and Consumer Discretionary detracted from the performance. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Small Cap Focus Fund highlighted Guardant Health, Inc. (NASDAQ:GH). Guardant Health, Inc. (NASDAQ:GH) is a precision oncology company that specializes in a liquid biopsy test to detect cancer from blood samples. On July 20, 2026, Guardant Health, Inc. (NASDAQ:GH) closed at $148.07 per share. One-month return of Guardant Health, Inc. (NASDAQ:GH) was 13.18%, and its shares gained 220.15% over the past 52 weeks. Guardant Health, Inc. (NASDAQ:GH) has a market capitalization of $19.63 billion.
Alger Small Cap Focus Fund stated the following regarding Guardant Health, Inc. (NASDAQ:GH) in its Q2 2026 investor update:
"Guardant Health, Inc. (NASDAQ:GH) is a precision oncology company that develops blood-based liquid biopsy tests spanning therapy selection, recurrence monitoring, and early cancer detection, anchored by its Guardant360, Reveal, and Shield platforms. We continue to view the company as one of the more strategically positioned names in molecular diagnostics, with leadership in liquid biopsy supported by a deep clinical evidence base, an expanding set of companion diagnostic labels, and a credible runway toward free cash flow breakeven. Shares contributed positively to performance during the quarter, advancing on first-quarter results that prompted management to raise full-year 2026 revenue guidance, the inclusion of the Shield blood test in updated colorectal cancer screening guidelines, and regulatory approval of Guardant360 CDx as a companion diagnostic for Boehringer Ingelheim's Hernexeos."

#guardant #small #focus #company
coo_madly0885
2 months ago
(NewsNation) — Colorectal cancer is ***** ociated with certain microbiomes that produce microbial signatures that can be detected by a machine-learning algorithm, new research finds.
A meta-analysis conducted by European researchers examined almost 6,800 microbiome profiles, finding a microbial signature that is linked to colorectal cancer, which could lead to tests that ***** s risk and prevent cancer.
Colorectal cancer has been on the rise in younger people, even as it has dropped in older adults. It is the second leading cause of cancer deaths, with death rates also growing among younger people who are not routinely screened the way older adults are.
Unisom sued over 'non-habit forming' sleep aid label
Data from 27 studies were ***** yzed by researchers, who found consistent cancer microbiome patterns using a machine-learning algorithm. Those patterns were linked to dietary fiber intake and the microbiome signature was detectable in early-stage tumors.
storm1847
2 months ago
Kimberly Van Der Beek is paying tribute to her late husband James Van Der Beek on the first Father's Day after the beloved actor's death.
Van Der Beek, a father of six, died on Feb. 11 at age 48, following a prolonged battle with stage 3 colorectal cancer. On Father's Day, June 21, Kimberly posted a series of photos on her Instagram.
"Missing you so much and thinking of how magnificent you were in every single way today," Kimberly wrote in the photo caption. "And somehow, from the other side? You continue to parent. You're a marvel."
Van Der Beek was diagnosed with stage 3 colorectal cancer in August 2023 and shared his illness with the public in November 2024. He continued working, in spite of his health battle, appearing on shows like the CW's "Walker" (2024) and Amazon Prime Video's comedy "Overcompensating" (2025).
The couple married in August 2010 and welcomed six children over the next decade including the eldest daughter, Olivia, now 15, son Joshua, now 13, daughter Annabel, 11, daughter Emilia, 10, daughter Gwendolyn, 8, and son Jeremiah, 5, in 2021. Family life became a central focus for the couple throughout their marriage, with James frequently sharing his pride in fatherhood on Instagram.
cookiewhirl
2 months ago
Kimberly Van Der Beek remembered late husband James Van Der Beek on what marked his first posthumous Father's Day on Sunday, June 21
The actor died following a journey with stage 3 colorectal cancer at age 48 in February
He and Kimberly shared six children together: daughters Olivia, Annabel, Emilia and Gwendolyn, plus sons Joshua and Jeremiah
James Van Der Beek is being remembered as a great dad.
Marking the first Father's Day after the actor died following a journey with stage 3 colorectal cancer at age 48 in February, his wife, Kimberly Van Der Beek, honored him with a reflective Instagram post on Sunday, June 21.
gqegudima737
2 months ago
Natera Inc. (NASDAQ:NTRA) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On June 4, Natera and CytoDyn entered a strategic collaboration to utilize ctDNA-guided insights and molecular response ***** ysis for CytoDyn's metastatic colorectal cancer (mCRC) development program. Under the agreement, Natera will use its Signatera personalized MRD ***** ay to evaluate clinical trial samples from CytoDyn's CLOVER Phase 2 study, focusing on ctDNA dynamics and response patterns linked to the monoclonal antibody leronlimab.
The partnership also grants CytoDyn access to Natera Inc.'s (NASDAQ:NTRA) proprietary oncology database, which integrates molecular response data with curated electronic medical records. By leveraging this large-scale multimodal dataset, the companies aim to ***** yze treatment patterns and disease progression to better inform future clinical trial designs, biomarker-driven patient selection, and overall development strategies for leronlimab.
This collaboration follows the completion of enrollment for the CLOVER study, which is investigating leronlimab in combination with standard therapies for previously treated mCRC patients. Both companies anticipate that these combined molecular and real-world insights will provide a deeper understanding of treatment response, potentially supporting the future expansion of leronlimab into additional solid tumor indications.
Natera Inc. (NASDAQ:NTRA) is a global leader in cell-free DNA and precision medicine, providing highly certified, personalized genetic diagnostics for oncology, women's health, and organ health.
While we acknowledge the potential of NTRA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Cool
2 months ago
Natera, Inc. (NASDAQ:NTRA) is one of the 8 Best Genomics Stocks to Buy According to ******* ysts.
On June 5, Goldman Sachs initiated coverage on Natera, Inc. (NASDAQ:NTRA) with a Neutral rating and a $245 price target, noting the firm's leadership in the molecular residual disease testing market. ******* yst Evie Koslosky pointed to "strong" commercial execution and a tumor-informed approach resulting in higher sensitivity. Goldman is expecting clearer operating leverage as the company continues reinvesting in growth.
On June 4, Natera, Inc. (NASDAQ:NTRA) announced a collaboration with CytoDyn to evaluate circulating tumor DNA dynamics in metastatic colorectal cancer. Under the agreement, Natera said it will examine CLOVER Phase 2 trial samples using its Signatera ******* ay. It will also deliver real-world data insights drawn from a database exceeding 2 million plasma timepoints.
Likoper/Shutterstock.com
CytoDyn CEO Jacob Lalezari said the partnership will generate insights into "ctDNA response kinetics and disease progression." Natera's Vice President, Biopharma Data & AI Partnering, Matt Love, added that the platform helps partners "better understand disease biology, treatment response, and patient outcomes."
science
7 months ago
A Hidden Warning Sign Discovered in The Gut May Increase Cancer Risk

As we get older, chemical marks on our DNA slowly shift. Now, a study reveals this 'drift' in gut stem cells is fueled by inflammation and disrupted cell signaling, and it may help explain why our risk of colorectal cancer rises with age.
The international team of researchers has called this process Aging and Colon Cancer-Associated (ACCA) drift, and it involves shifts in DNA methylation that can 'switch' genes on or off without altering the DNA – called epigenetic changes.
In this case, the drift leads to the gradual si

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