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Economic reporting from around the world, filtered to the sectors and policy areas our members build in — part of the same intelligence stream behind the Global Economic Outlook and NiDCC's market reports.

Moderna (MRNA) Soars to Fresh High Ahead of Pipeline Updates This Week

life_sciences — September 21, 2026, 7:14 PM · Insider Monkey

Moderna (MRNA) Soars to Fresh High Ahead of Pipeline Updates This Week

Moderna (MRNA) shares surged to a three-year high in anticipation of upcoming pipeline updates, particularly at the Bernstein Insights: Healthcare Leaders and Disruptors 3rd Annual Healthcare Forum. The company is expected to present further Phase 3 trial data for its melanoma treatment candidate, intismeran autogene combined with Merck’s Keytruda, which previously showed positive results in recurrence-free and distant metastasis-free survival. This news highlights the potential of its mRNA-based cancer therapy in a large addressable market, increasing investor confidence despite a slight decrease in the number of hedge funds holding the stock.

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THNR's Weight-Loss Index Swaps Hims & Hers for Gilead

life_sciences — September 21, 2026, 7:11 PM · ETF Database

THNR's Weight-Loss Index Swaps Hims & Hers for Gilead

The Amplify Weight Loss Drug & Treatment ETF (THNR) recently rebalanced its underlying index, the VettaFi Weight Loss Drug & Treatment Index (THINR), on September 18. This rebalance saw the fund swap Scholar Rock and Hims & Hers for Gilead Sciences and Structure Therapeutics, reflecting shifts in the weight-loss drug market. Major drugmakers like Eli Lilly, AstraZeneca, and Roche are advancing new treatments, with the market projected to grow significantly by 2035.

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Medicuss Pfizer Deal Was Not a Fire Sale: A Strategic Bet on De-Risked ADC Drug

life_sciences — September 21, 2026, 7:09 PM · Streetwise Reports

Medicuss Pfizer Deal Was Not a Fire Sale: A Strategic Bet on De-Risked ADC Drug

Medicus Pharma's stock dropped after its in-licensing deal with Pfizer for the CD228V antibody-drug conjugate (ADC), leading investors to fear dilution due to significant payments. However, author Mike Sheikh argues that the deal is a strategic move, transforming Medicus into an oncology platform technology with sublicensing rights and a de-risked asset from Pfizer's reprioritization after its Seagen acquisition. This acquisition, along with Medicus's experienced management and strategic financing, positions the company to efficiently develop CD228V and potentially monetize other pipeline assets like SkinJect and Teverelix through partnerships, rather than through a traditional "fire sale" acquisition.

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CVS, health giants move to subpoena Tennessee lawmakers' private files

life_sciences — September 21, 2026, 6:49 PM · The Business Journals

CVS, health giants move to subpoena Tennessee lawmakers' private files

CVS and other health care companies are seeking to subpoena private emails and communications of Tennessee lawmakers and lobbyists. This action is part of an escalating battle over a Tennessee law that prohibits single entities from owning insurers, pharmacies, and pharmacy benefit managers. The companies aim to gather information related to the discussions surrounding this controversial law.

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DataMeds AI Litigation Settlement Extinguishes ~$19 million In Liabilities and Retires 364,099 Common Shares

life_sciences — September 21, 2026, 6:45 PM · ACCESS Newswire

DataMeds AI Litigation Settlement Extinguishes ~$19 million In Liabilities and Retires 364,099 Common Shares

DataMeds AI announced it has settled litigation related to outstanding debt and receivables from a 2023 agreement, extinguishing approximately $19 million in liabilities. As part of the settlement, the company retired 364,099 common shares of DataMEDS common stock for a cash payment of $450,000. This resolution allows DataMeds AI to focus on its core mission of integrating healthcare delivery and utilizing its AI and blockchain platforms.

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OS Therapies Aligns With FDA on Phase 3 Design, Accepts MHRA's Project Orbis Invitation for OST-HER2

life_sciences — September 21, 2026, 6:19 PM · BioBuzz

OS Therapies Aligns With FDA on Phase 3 Design, Accepts MHRA's Project Orbis Invitation for OST-HER2

OS Therapies has achieved alignment with the FDA on the adaptive design for its Phase 3 trial of OST-HER2, matching agreements with the MHRA and EMA. The company has also accepted an invitation for Project Orbis, an initiative to expedite oncology therapy reviews across multiple countries, with MHRA leading the sponsorship. This strategic regulatory progress is expected to accelerate the approval process for OST-HER2, which already holds multiple designations and could lead to a Priority Review Voucher upon U.S. BLA approval.

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J&J firms up Caplyta's 1st phase 3 win in bipolar-associated manic episodes

life_sciences — September 21, 2026, 6:19 PM · Fierce Pharma

J&J firms up Caplyta's 1st phase 3 win in bipolar-associated manic episodes

Johnson & Johnson's Caplyta, an atypical antipsychotic, has successfully completed its first Phase 3 trial for treating manic episodes associated with bipolar I disorder. The drug demonstrated rapid improvement in manic symptoms and overall illness severity compared to placebo, with benefits observed as early as day 3. This success further expands Caplyta's potential applications beyond its existing approvals for schizophrenia, bipolar depression, and as an add-on treatment for major depressive disorder.

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Cullinan Therapeutics to Participate in the Stifel 2026 Virtual Immunology and Inflammation Forum

life_sciences — September 21, 2026, 6:00 PM · Investing News Network

Cullinan Therapeutics to Participate in the Stifel 2026 Virtual Immunology and Inflammation Forum

Cullinan Therapeutics (Nasdaq: CGEM) announced that its CEO, Nadim Ahmed, and Chief Medical Officer, Jeffrey Jones, M.D., M.B.A., will participate in a fireside chat at the Stifel 2026 Virtual Immunology and Inflammation Forum. The event is scheduled for Thursday, September 24, 2026, at 1:30 p.m. ET. A webcast will be available on the company's investor relations website.

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Pfizer Agrees to Share Incremental Overseas Drug Revenue With HHS

life_sciences — September 21, 2026, 5:50 PM · marketscreener.com

Pfizer Agrees to Share Incremental Overseas Drug Revenue With HHS

Pfizer has reportedly agreed to share incremental overseas drug revenue with the US Department of Health and Human Services (HHS). This article, published by MT Newswires, was reserved for members, indicating it contains specific details of the agreement. The news suggests a potential impact on Pfizer's international revenue streams and its relationship with US health authorities.

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Moderna To Present Additional Data From Key Melanoma Trial At ESMO Congress – Retail Says ‘Breakout Is Getting Hard To Ignore’

life_sciences — September 21, 2026, 5:40 PM · Yahoo Finance

Moderna To Present Additional Data From Key Melanoma Trial At ESMO Congress – Retail Says ‘Breakout Is Getting Hard To Ignore’

Moderna will present detailed Phase 3 results for its personalized cancer therapy, Intismeran, at the ESMO Congress on October 24, 2026. This therapy, developed with Merck, previously showed significant improvements in melanoma recurrence-free and distant metastasis-free survival when combined with Keytruda. Retail investors are increasingly optimistic about Moderna's stock, with some believing this cancer therapy could be revolutionary.

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