Thomas Barwick/DigitalVision via Getty Images Swinging for the Fences with NHS Trial Endpoint GRAIL, Inc. ( GRAL ), a former subsidiary of Illumina, is a Company that sells liquid biopsies that aim to detect cancer in patients without symptoms. Its tests are currently sold to commercial companies without FDA approval, but under the Clinical Laboratory Improvement Act ( CLIA ). Their product's valu...
Thomas Barwick/DigitalVision via Getty Images Swinging for the Fences with NHS Trial Endpoint GRAIL, Inc. ( GRAL ), a former subsidiary of Illumina, is a Company that sells liquid biopsies that aim to detect cancer in patients without symptoms. Its tests are currently sold to commercial companies without FDA approval, but under the Clinical Laboratory Improvement Act ( CLIA ). Their product's value proposition is immense: detect cancer at an earlier, better rate to decrease cancer mortality rates and cancer-related healthcare treatment expenses. I wrote my first article on Grail in January 2026, thinking, alongside much of the market, that its current joint trial with the National Health Service (NHS) was almost a guaranteed success. With a TAM valuation implying good upside, I wrote the buy article with little reservations about the NHS-Galleri Trial. Final last words. I am not writing this article to save face and redeem my otherwise poor investment recommendation (-50% in less than one year). However, a reexamination of the trial results and potential for a full-scale screening effort leaves room for upside. Results and Head-Scratching Primary Endpoint Leave Room for Hope As reported , the primary endpoint of statistically significant combined stage III-IV reduction was not met in the trial. However, there remain many questions and interpretations of the trial results. First, the timeline of the trial, 3 years, may have been far too short to actually observe meaningful reductions in late-stage cancer diagnoses. This is best supported in the trial's trends to lower late-stage reductions. As Megan Hall highlighted in a recent podcast on the trial results: When you look year-over-year, and you look at years two and three, that reduction in Stage IV cancers is more than 20% for this grouping of 12 deadly cancers that we talk about often. And that trend was also present across all of the cancers. In an affirmation of these results, the trial is expected to be extended...
Dow Jones futures jumped, oil prices dived. President Trump agreed to halt Iran attacks for two weeks. Iran reportedly agreed to open the Strait of Hormuz.
Dow Jones futures jumped, oil prices dived. President Trump agreed to halt Iran attacks for two weeks. Iran reportedly agreed to open the Strait of Hormuz.
Regeneron Pharmaceuticals ( REGN ) expects to record an acquired in-process research and development charge of approximately $102M on a pre-tax basis for the first quarter of 2026. This charge primarily relates to premium on equity securities purchased, as well as development milestones and up-front payments, in connection with collaboration and licensing agreements. The acquired IPR&D charge is e...
Regeneron Pharmaceuticals ( REGN ) expects to record an acquired in-process research and development charge of approximately $102M on a pre-tax basis for the first quarter of 2026. This charge primarily relates to premium on equity securities purchased, as well as development milestones and up-front payments, in connection with collaboration and licensing agreements. The acquired IPR&D charge is expected to negatively impact each of GAAP and non-GAAP net income per diluted share for the first quarter of 2026 by approximately $0.81. More on Regeneron Pharmaceuticals Regeneron Pharmaceuticals, Inc. (REGN) Presents at Leerink Global Healthcare Conference 2026 Transcript Regeneron: Fairly Valued Now After A Stellar Upswing Regeneron Pharmaceuticals, Inc. (REGN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Regeneron gains approval of every 20 week dosing for Eylea HD Trump imposes tariffs on drugmakers who haven't signed MFN deals
Stephen Bradley Ehikian, the chief executive officer of C3.ai (NYSE:AI) , reported the disposition of 52,194 shares of Common Stock via open-market sale and 47,316 shares via direct gifting, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($8.22); post-transaction value based on March 31, 2026 market close ($8.42). * 1-year performance calcu...
Stephen Bradley Ehikian, the chief executive officer of C3.ai (NYSE:AI) , reported the disposition of 52,194 shares of Common Stock via open-market sale and 47,316 shares via direct gifting, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($8.22); post-transaction value based on March 31, 2026 market close ($8.42). * 1-year performance calculated using March 31, 2026 as the reference date. Continue reading