US MBA mortgage applications fell -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6%. The average 30-year fixed rate mortgage rose +12 bp to 6.46% from 6.34% in the prior week.However, stock indexes recovered from their worst levels after the Sep ISM manufacturing index rose more than expected to a 7-month high. Also, a rally in pharmaceutical stocks for a second day gave a boost to the broader market and lifted the Dow Jones Indu ...

财务数据和关键指标变化 - 第二季度收入为10万美元，同比减少10万美元，主要原因是与Indivior合作的资助研究阶段已完成 [18] - 第二季度研发费用为20万美元，同比减少10万美元，主要归因于与Indivior合作的研究阶段完成 [19] - 第二季度管理费用为50万美元，同比减少10万美元，主要由于法律费用减少 [19] - 第二季度按权益法核算的对Neurosterix Group的20%股权投资份额导致净亏损120万美元 [19] - 截至上半年末，现金余额为230万瑞士法郎，预计现金可支撑运营至2026年中 [6] - 非流动资产为580万瑞士法郎，主要包括对Neurosterix Group的20%股权投资和对Stellicla的投资 [20] - 流动负债为110万美元，较2024年12月增加30万美元，主要因应付款项增加 [20] - 非流动负债为10万美元，较2024年12月减少10万美元，主要因财务假设变更后退休福利义务减少 [20] 各条业务线数据和关键指标变化 - GABA B PAM项目（与Indivior合作）：合作伙伴Indivior已为其选定的物质使用障碍候选药物完成新药临床试验申请前研究 [3][7][10] - 独立的GABA B PAM项目（用于慢性咳嗽）：已完成临床前研究，显示出良好的疗效和耐受性，新药临床试验申请前研究已准备启动 [4][10][13][16] - mGluR2正向变构调节剂项目：已从合作伙伴强生公司重新获得权利，包括二期资产ADX71149，目前正在评估多个治疗适应症 [4] - mGluR5负向调节剂diproglurant项目：已重新定位于脑损伤恢复，并签署了一项期权协议，以获得相关知识产权许可 [5] - 对Neurosterix Group的投资：该公司在推进其管线方面取得良好进展，其m4 PAM项目已完成新药临床试验申请前研究，预计今年将给患者用药 [7][21] - 对Stellicla的投资：该公司拥有专有的精准医学患者分层技术平台，专注于神经发育障碍 [5] 公司战略和发展方向和行业竞争 - 公司战略是通过行业合作、投资者支持以及稳健的资产负债表来实现战略目标 [21] - 在神经精神疾病领域，行业对M4 PAM（正向变构调节剂）的兴趣日益增长，艾伯维已将emraclidine重新推进至临床开发阶段，Pneumora也有两个化合物进入一期临床 [31] - 公司相信其GABA B PAM候选药物在慢性咳嗽领域有潜力成为同类最佳或同类疾病最佳疗法 [16] - 公司重新定位diproglurant用于脑损伤恢复，并加强了相关知识产权 [5][21] - 公司对Stellicla的投资是基于其患者分层技术平台，该平台可根据潜在的生物失调而非行为表型来选择患者，并可能应用于其他疾病领域 [5][26] 管理层对经营环境和未来前景的评论 - 当前现金余额不足以支持未合作项目进入临床阶段，需要融资来推进独立的GABA B PAM慢性咳嗽项目 [6][17] - 神经精神疾病/CNS领域交易活动持续，令人鼓舞，显示出该领域重新燃起的兴趣 [25] - 公司对CNS领域充满信心，并通过分拆Neurosterix为其神经精神疾病资产组合融资 [25] - 公司合作伙伴Indivior在GABA B PAM项目上取得进展，以及Neurosterix在其管线上的进展，使公司处于实现战略目标的有利位置 [21] 其他重要信息 - 与Indivior的合作协议规定，公司有资格获得高达3.3亿美元的监管、临床和商业里程碑付款，以及高个位数到低两位数分层净销售额特许权使用费 [3] - 公司有权在预定保留适应症列表中选择化合物进行独立开发 [3] - 公司已为其慢性咳嗽项目选择了一个化合物，并完成了临床前研究 [4][10] - 在临床前模型中，候选化合物A显示出强大的镇咳疗效，在最高剂量下可减少70%的咳嗽次数，且耐受性良好 [13][14][15][16] 问答环节所有提问和回答 问题: 近期神经精神疾病领域的并购和许可交易动态，以及对Neurosterics和Stellicla的影响；Stellicla的未来资金需求和上市可能性 [24] - 神经精神疾病/CNS领域交易活动持续，令人鼓舞 Neurosterics作为分拆实体已通过A轮融资获得6500万美元，公司目前是其被动投资者，持有20%股份，无法推测其未来 Stellicla正在积极与潜在制药合作伙伴就其管线和技术平台进行讨论，同时也在与投资者讨论进行C轮融资，公司对其发展表示支持 [25][26][27] 问题: Neurosterics的长期策略是否会包括开发长效注射制剂；慢性咳嗽项目的理想目标患者人群 [28][29] - 在神经精神疾病领域，服药依从性是一个问题，因此虽然Neurosterics目前专注于推进其一日一次小分子M4 PAM项目通过一期和二期临床，但未来M4 PAMs很可能也会被开发成长效制剂以提高依从性 [30][32] - 慢性咳嗽项目有意选择了一种具有中枢活性的候选化合物，以扩大并最大化可覆盖的慢性咳嗽患者范围 关键意见领袖讨论和药物nalbufin的进展表明，中枢性镇咳药物在特发性肺纤维化咳嗽患者和难治性慢性咳嗽患者中均显示出强劲效果，优于外周限制性药物，表明中枢活性对于覆盖慢性咳嗽领域内各类患者至关重要 [33][34] 问题: 无进一步问题 [36]

The partnership aims to leverage the combined expertise of Thermo Fisher and AstraZeneca to drive innovation and strengthen the life science ecosystem. A dedicated team from Thermo Fisher will co-locate with AstraZeneca scientists to work on collaborative R&D projects with a focus initially on chromatography, molecular genomics and proteomics. "This is a unique opportunity to co-locate with AstraZeneca scientists, driving collaborative innovation, strengthening the science ecosystem and driving value genera ...

AstraZeneca shares rallied on Wednesday after the U.K. giant and its Japanese partner said the Food and Drug Administration was reviewing one of its drugs to treat breast cancer. ...

Pfizer Inc's (NYSE:PFE) deal with Washington isn't just a handshake in the Oval Office — it's a seismic jolt to America's drug-pricing game. By agreeing to sell medicines on the government's new TrumpRx platform at steep discounts and extend "most favored nation" (MFN) pricing to Medicaid, Pfizer bought itself a three-year tariff reprieve and plenty of goodwill. But the ripple effects could redraw the profit map for insurers, pharmacies, and rival drugmakers.Track PFE stock here.Now, three household names — ...

AbbVie (ABBV) stands out after its Allergan acquisition thanks to a transformed portfolio and higher long-term growth prospects. ABBV is trading at fresh all-time highs. Shares have a 100% Barchart “Buy” opinion and are trading above key moving averages. Analyst and investor sentiment is positive, with most major firms rating ABBV a “Buy” or “Strong Buy” and price targets suggesting further upside. Today’s Featured Stock Valued at $394 billion, AbbVie (ABBV) has become one of the top-most phar ...

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said he is sticking with NVIDIA Corporation (NASDAQ:NVDA) and not selling the stock.Nvidia surged on Tuesday, climbing past its 52-week high and becoming the first company to reach a $4.5 trillion market capitalization, as major tech firms continue to pour resources into artificial intelligence initiatives. The company's latest advancements include the open-source Newton Physics Engine, now integrated i ...

PHILADELPHIA--(BUSINESS WIRE)-- #AdultVaccination--GSK plc (LSE/NYSE: GSK) today announced a major update to Vaccine Track, a first-of-its-kind, interactive public data tool for tracking adult immunization activity in the US. Users can now explore vaccination trends across 387 different metro areas* to get insights on adult immunization at the local level. Vaccine Track now also includes a full decade of data, providing a longer look at adult vaccination trends over time. Previously, the site focused on sta ...

WASHINGTON, DC - SEPTEMBER 30: Pfizer CEO Albert Bourla speaks shakes hands with U.S. President Donald Trump as Centers for Medicare & Medicaid Services Mehmet Oz looks on after Trump announced a deal with Pfizer to lower Medicaid drug prices in the Oval Office of the White House on September 30, 2025 in Washington, DC. (Photo by Win McNamee/Getty Images)Getty ImagesPfizer stock (NYSE: PFE) offers a compelling investment opportunity at its current price of around $25, supported by attractive valuations and ...

Japanese drugmaker Takeda Pharmaceutical said on Wednesday it will discontinue its cell therapy research and look for a partner to advance candidates under development. ...