Dafinchi AI

PFE

Healthcare

1w

Pfizer's Strategic Engagement with Policymakers on Geopolitical and Trade Issues

Active discussions with U.S. government officials regarding MFN, tariffs, and industry competitiveness.
Pfizer's engagement aims to balance drug affordability with maintaining industry innovation and global competitiveness.
CEO Albert Bourla emphasized ongoing productive negotiations and the importance of supporting biotech innovation amidst China's rapid progress.

McKesson Corporation

MCK

Healthcare

1w

McKesson's Strategic Focus on Oncology and Biopharma Expansion

Acquisition of controlling interest in Core Ventures, expanding access to cancer care in local communities.
Growth of U.S. Oncology Network to approximately 3,300 providers across 700 sites in 30 states.
Expansion into other therapeutic areas like ophthalmology with PRISM Vision acquisition.
Leverage of oncology platform to generate data insights and accelerate growth.

Waters Corporation

WAT

Healthcare

2w

Waters' Strategic Growth and Innovation Initiatives in 2025

Sales grew 9% in Q2, driven by revitalized innovation and expansion into high-growth areas.
Key product launches like Alliance iS (300% growth YoY), Xevo TQ Absolute (40% growth), and MaxPeak columns (30% growth) are gaining market traction.
Introduction of BioResolve Protein A Affinity Columns marks entry into bioseparations, expanding product portfolio.

Jazz Pharmaceuticals plc

JAZZ

Healthcare

1w

Upcoming FDA Approval of Dordaviprone for Rare Glioma

FDA PDUFA target date of August 18 for dordaviprone.
Acquisition of Chimerix in April enhanced pipeline.
Potential for patent extension into 2037.
Focus on launching in academic settings for H3 K27M-mutant glioma.
Management confidence in bringing this first-in-class therapy to market.

ANI Pharmaceuticals, Inc.

ANIP

Healthcare

1w

Record-Setting Quarter and Broad-Based Momentum

ANI achieved all-time highs in net revenue, adjusted non-GAAP EBITDA, and EPS in Q2 2025, driven by strong growth across Rare Disease and Generics units.
The company highlighted broad momentum, with Rare Disease demand accelerating, especially for Cortrophin Gel, and positive results in their retina franchise.
Management emphasized that the quarter's performance was driven by underlying demand rather than seasonality or one-time benefits, with new patient starts more than doubling year-over-year.

Kura Oncology, Inc.

KURA

Healthcare

1w

FDA Priority Review and Regulatory Progress for Ziftomenib

The FDA has accepted Kura's NDA for ziftomenib in relapsed/refractory NPM1-mutant AML, granting a priority review with a PDUFA date of November 30, 2025.
Management reports ongoing collaborative and constructive interactions with the FDA, emphasizing alignment with the review timeline.
Regulatory milestones include addressing information requests and preparing for pre-approval inspections, with a focus on ensuring a successful review outcome.

Castle Biosciences, Inc.

CSTL

Healthcare

2w

FDA Breakthrough Designation for DecisionDx-Melanoma and Strategic Path to FDA Approval

Castle Biosciences received FDA Breakthrough Device Designation for DecisionDx-Melanoma, signaling a significant regulatory milestone.
The company is actively progressing towards an FDA submission, with no specific public timeline disclosed.
Management expressed confidence that existing data supports FDA approval, emphasizing the importance of the breakthrough designation in accelerating regulatory pathway.

Pulmonx Corporation

LUNG

Healthcare

2w

International Market Expansion and Growth Strategy

International revenue reached a record $9.1 million in Q2 2025, a 32% increase year-over-year, driven by Europe and Asia.
The company emphasizes the success of foundational investments in education, market development, and pathway creation, which are scaling effectively.
Long-term growth is supported by initiatives like peer-to-peer education, regional multidisciplinary emphysema boards, and physician engagement.
International growth is expected to be more moderate in the second half, with a focus on sustaining momentum in direct markets.

Coherus BioSciences, Inc.

CHRS

Healthcare

1w

Strategic Repositioning and Company Rebranding to Coherus Oncology

The company completed a strategic repositioning in Q2 2025, including a rebranding to Coherus Oncology to better reflect its mission.
Leadership emphasized the importance of aligning the company's identity with its focus on innovative cancer therapies.
The rebranding aims to enhance market perception and better communicate the company's scientific and clinical ambitions.