NasdaqGM:RNA
NasdaqGM:RNABiotechs

Will FDA Accelerated Pathway for Delpacibart Zotadirsen Reshape Avidity Biosciences' (RNA) Rare Disease Trajectory?

In November 2025, Avidity Biosciences announced the launch of its Managed Access Program for the investigational therapy delpacibart zotadirsen for eligible Duchenne muscular dystrophy (DMD44) patients in the United States, aligning with the FDA on a 2026 accelerated approval submission pathway. This move reflects significant clinical and regulatory progress, as the therapy has earned multiple expedited designations from both U.S. and European regulators. We'll explore how securing FDA...
NasdaqGS:NVAX
NasdaqGS:NVAXBiotechs

Why Novavax (NVAX) Is Up 9.6% After Pivot to Partnerships and Higher 2025 Guidance

In November 2025, Novavax announced at the Jefferies London Healthcare Conference that it is shifting its business model toward a greater focus on research and development through partnerships, especially with Sanofi, while raising its full-year 2025 adjusted revenue projection and forecasting US$610 million in Nuvaxovid sales. An intriguing outcome is that Novavax's move away from direct COVID-19 commercial operations has led to a notable increase in licensing and royalty revenues,...
NasdaqGS:OLMA
NasdaqGS:OLMABiotechs

Olema Pharmaceuticals (OLMA) Bolsters Balance Sheet but Will Fresh Capital Accelerate Oncology Innovation?

Olema Pharmaceuticals recently completed a public offering, raising approximately US$218.5 million in gross proceeds through the sale of 11,500,000 common shares at US$19.00 per share. This capital injection, accompanied by multiple changes to the lead underwriting team, further positions the company for continued progress in its targeted oncology programs. We'll explore how the strengthened balance sheet from this offering shapes Olema Pharmaceuticals' investment narrative going...
NasdaqGS:LX
NasdaqGS:LXConsumer Finance

LexinFintech (LX) Is Down 13.6% After Profit Growth and Higher Dividend—Has the Bull Case Changed?

LexinFintech Holdings Ltd. recently reported a net profit of RMB521 million for Q3 2025, achieving year-over-year profit growth, implementing a business model shift to comply with new lending regulations, and completing a US$25 million share buyback covering 2.35% of its shares. The company also raised its dividend payout ratio to 30%, reinforced risk management through enhanced AI capabilities, and reaffirmed its full-year guidance for significant net income growth. We’ll explore how...
TSE:8136
TSE:8136Specialty Retail

How Sanrio’s Share Buyback Program (TSE:8136) Has Changed Its Investment Story

Sanrio Company recently announced that its Board of Directors approved a share repurchase program, authorizing the buyback of up to 3,300,000 shares, or 1.35% of its share capital, for ¥15,000 million before February 10, 2026. This move underscores Sanrio’s intent to improve capital efficiency and introduce greater flexibility in its capital policy, signaling management’s confidence in the company’s future direction. Let’s explore how this share repurchase program could shape Sanrio’s...