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Karyopharm Therapeutics Inc.

KPTI

Healthcare

1mo

Strategic Focus on Phase III Readouts and Clinical Progress

The company is actively progressing towards multiple pivotal Phase III trials, including in myelofibrosis and endometrial cancer, with top-line data expected in 2026.
There is a strong emphasis on the potential of selinexor in combination with ruxolitinib to redefine the standard of care for myelofibrosis, with an estimated peak revenue potential of up to $1 billion annually in the U.S.
Management highlighted the significance of recent enrollment milestones, such as closing new patient screening for the SENTRY trial in myelofibrosis, which is a key step in their clinical development strategy.
The company is leveraging its clinical data to support regulatory and commercial ambitions, emphasizing the potential for selinexor to address unmet needs in diseases with limited treatment options.

Karyopharm Therapeutics Inc.

KPTI

Healthcare

1mo

Financial Performance Summary

Cash and equivalents declined to $52 million from $109.1 million at year-end 2024.
Gross to net provisions improved to 26.8% in Q2 2025 from 45% in Q1 2025 and 29.3% in Q2 2024, driven by mix and lower 340B discounts.
Interest expense increased to $11.2 million from $8.9 million due to refinancing impacts.
Net loss was $37.3 million or $4.32 per share, including $11.2 million interest expense and $2 million noncash losses from warrant and derivative remeasurement.
R&D expenses decreased 15% to $32.8 million due to headcount reductions and lower clinical trial costs.
SG&A expenses decreased 8% to $28.5 million reflecting cost reduction initiatives.
Total revenue for Q2 2025 was $37.9 million, down from $42.8 million in Q2 2024, primarily due to $6 million of nonrecurring license revenue in 2024.
U.S. XPOVIO net product revenue increased 6% year-over-year to $29.7 million in Q2 2025.

Mersana Therapeutics, Inc.

MRSN

Healthcare

4w

Emi-Le Clinical Data Highlights and Tumor Response Rates

Mersana reported a 31% objective response rate (ORR) in evaluable patients with B7-H4 high tumor expression at ASCO 2025, with doses ranging from 38 to 67 mg/m².
In adenoid cystic carcinoma type 1 (ACC1), 4 confirmed responses and 1 unconfirmed response were observed among 9 evaluable patients, with a confirmed ORR of 56% after data cutoff.
The company emphasized Emi-Le's potential to address unmet needs in triple-negative breast cancer (TNBC) patients previously treated with topoisomerase 1 inhibitors, highlighting poor outcomes with current standard of care.
Data from the TNBC expansion cohort showed a 29% ORR in B7-H4 high patients, with median PFS of 16 weeks, suggesting promising efficacy beyond standard chemotherapy.
Mersana is progressing with dose expansion in TNBC, enrolling over 45 patients across two dosing regimens, with initial data expected in the second half of 2025.
The company believes the post-topo-1 TNBC opportunity is sizable, with Trodelvy expected to generate about $1 billion in 2025, and Emi-Le could serve as a subsequent line of therapy, especially as treatment landscapes evolve.

VXRT

Healthcare

4w

Impact of Second Stop Work Order on COVID-19 Trial Progress

Vaxart received a second stop work order from ATI, funded by BARDA, surprising the company with no prior notice.
The order was issued when approximately 5,000 participants had already been enrolled in the Phase IIb COVID-19 trial.
Despite the order, enrollment was allowed to continue for those already enrolled, maintaining trial momentum.
Management remains optimistic about the potential of the oral COVID-19 vaccine despite the disruption.
The company is awaiting further details from BARDA and ATI to determine next steps for the trial.
The trial's design includes a head-to-head efficacy comparison with an mRNA vaccine, aiming for data in 2026.

CDXS

Healthcare

4w

Financial Performance Summary

Operating loss for Q2 2025 was $13.3 million, nearly half of the $23.8 million loss in Q2 2024.
Product gross margin improved significantly to 72% in Q2 2025 from 45% in Q2 2024 due to sales shifts to more profitable products.
Q2 2025 revenue was $15.3 million, up from $8 million in Q2 2024, driven by Pharma Biocatalysis customer manufacturing schedules and clinical trial progression.
Research and development expenses increased to $13.8 million from $11.4 million, mainly due to higher headcount and reclassification of employees.
Revenue variability expected to continue short term due to lumpiness in Pharma Biocatalysis orders but will be mitigated as ECO revenues grow.
Selling, general and administrative expenses decreased to $12.39 million from $15.7 million, driven by lower stock-based compensation, legal expenses, and outside services.
Strong cash position with $66.3 million in cash, cash equivalents, and investments, expected to fund operations through Q1 2027.

Arcturus Therapeutics Holdings Inc.

ARCT

Healthcare

1mo

Progress and Expectations for ARCT-032 Cystic Fibrosis Program

The company is enrolling adult CF patients in a Phase II trial with inhaled ARCT-032, targeting non-responders to CFTR modulators.
Enrollment of the second cohort at 10-milligram dose is expected to complete in early September 2025, with interim data anticipated in September.
The trial focuses on a challenging patient population with severe unmet medical needs, emphasizing safety and lung function improvements.
Regulatory discussions with the FDA are planned for the first half of 2026 to align on pivotal trial design, including adolescent and pediatric enrollment.
The company highlights the potential for inhaled mRNA therapy to be a significant breakthrough for CF non-responders, differentiating from systemic small molecule modulators.
Dosing at 280 mg over 28 days is a novel approach, supported by proprietary delivery technology and drug purification methods.

Arcturus Therapeutics Holdings Inc.

ARCT

Healthcare

1mo

Financial Performance Summary

Cash, cash equivalents, and restricted cash totaled $253.4 million as of June 30, 2025, with a cash runway extended into 2028.
General and administrative expenses decreased to $10.3 million in Q2 2025 from $12.3 million in Q2 2024, due to reduced share-based compensation and headcount.
Net loss for Q2 2025 was approximately $9.2 million or $0.34 per diluted share, improved from a net loss of $17.2 million or $0.64 per diluted share in Q2 2024.
Research and development expenses decreased to $29.6 million in Q2 2025 from $58.7 million in Q2 2024, reflecting lower manufacturing and clinical costs for COVID, flu, and OTC programs, partially offset by higher clinical costs for cystic fibrosis.
Revenue for Q2 2025 was $28 million, down $22 million year-over-year, primarily due to lower revenues from the CSL collaboration and amortization of upfront payments as CoStave progresses toward commercialization.
Total operating expenses for Q2 2025 were $40 million, down from $71 million in Q2 2024, driven by reduced manufacturing costs, clinical trial expenses, payroll, and employee benefits.

Liquidia Corporation

LQDA

Healthcare

4w

Successful Launch and Early Adoption of YUTREPIA in 11 Weeks

Liquidia's new inhaled prostacyclin, YUTREPIA, achieved over 900 prescriptions and 550 patient starts within just 11 weeks of launch, indicating an unprecedented market response.
The launch was executed with high precision and purpose, leading to rapid adoption across both specialty centers and community practices.
The product's ease of use, tolerability, and dose escalation capabilities have been highly praised by physicians and patients, surpassing initial expectations.
Market access strategies, including co-pay assistance and free vouchers, contributed to a 75% script-to-start conversion rate in the first six weeks.
The early momentum was achieved despite typical market entry barriers, suggesting strong unmet needs and product differentiation.

PINC

Healthcare

3w

Strategic Acquisition of IllumiCare Enhances AI Capabilities

Premier announced the acquisition of IllumiCare in June, a move that significantly boosts its real-time insights and AI capabilities at the point of care.
IllumiCare is expected to generate $8-10 million in revenue in fiscal year 2026 with breakeven on EBITDA, adding a new growth engine.
The acquisition complements Premier's existing clinical decision support offerings and expands its addressable market amid mounting pressure on providers to improve clinical and financial performance.
Management highlighted the $100 savings per inpatient discharge as a key value proposition of IllumiCare, emphasizing its potential to deliver measurable impact.

Kymera Therapeutics, Inc.

KYMR

Healthcare

1mo

Advancement of KT-621 STAT6 Program and Clinical Data

Kymera completed the first KT-621 trial in healthy volunteers, reporting positive results that exceeded expectations and demonstrated >95% STAT6 degradation at low doses.
The Phase I healthy volunteer study showed complete degradation of STAT6 in blood and skin at doses of 50 mg and above, with a safety profile comparable to placebo.
Data indicated functional inhibition of the IL-4/13 pathway, with reductions of up to 37% for TARC and 63% for Eotaxin-3, comparable or superior to dupilumab.
The company plans to initiate Phase IIb studies in atopic dermatitis (AD) and asthma later this year and in early 2026, respectively.
A 4-month GLP toxicology study showed no adverse events, supporting the safety profile for further clinical development.

Kymera Therapeutics, Inc.

KYMR

Healthcare

1mo

Financial Performance Summary

Adjusted operating expenses were slightly down from the prior quarter.
Cash balance was $963 million at the end of June, increasing to approximately $1 billion by end of July after follow-on offering proceeds and Gilead upfront payment.
Cash runway extended into the second half of 2028.
G&A expenses were $17.6 million, with $7.4 million non-cash stock-based compensation; adjusted cash G&A increased 6% sequentially.
Kymera reported Q2 2025 revenue of $11.5 million, all from the Sanofi collaboration.
R&D expenses were $78.4 million, including $8 million of non-cash stock-based compensation, reflecting a 3% decrease in adjusted cash R&D spend from Q1 2025.