News of Note - March 3-4, 2023

BULL BEAR BRES|NAHAN

Saturday, March 4, 2023

As of --> 09:10 EET

Programming update, the next week or two will see a pause in this, I know, we only just restarted sending stuff out into the ether.. Personal/ family business to tend to.. See you on the other side..

In healthcare land you're seeing pharma start to push back, could get interesting out there; seems they're not in the mood to be pushed around any longer..

As Art Cashin says, stay nimble..

And let me add, don’t whipsaw yourself!!

😊

Br. -john

*PRESS RELEASES*

KROS

Keros Therapeutics [bio]

Reports Recent Business Highlights and Fourth Quarter and Full Year 2022 Financial Results

LLY

Eli Lilly [cc: PFE & NOVN SW | NVS]

U.S. FDA Broadens Indication for Verzenio® (abemaciclib) in HR+, HER2-, Node-Positive, High Risk Early Breast Cancer

BMY

Bristol Myers Squibb

Receives European Commission Approval of Reblozyl® (luspatercept) for Anemia in Adult Patients with Non-Transfusion-Dependent Beta Thalassemia

Third authorized indication in Europe for Reblozyl, a first-in-class treatment for patients with diseases impacted by anemia

VERV

Verve Therapeutics [bio]

Reports New Preclinical Data Demonstrating Potent and Durable Editing of ANGPTL3 Gene with VERVE-201 in Wild-type and LDLR-deficient Non-Human Primates

SAABB SS

Saab

Receives Carl-Gustaf Ammunition Order from Lithuania

HNSA SS

Hansa [bio]

Matthew Shaulis appointed Chief Commercial Officer and US President of Hansa Biopharma

EQNR NO | EQNR

Equinor

Acquires Suncor Energy UK

ERICA SS | ERICB SS | ERIC

Ericsson

U.S. Department of Justice Resolves 2019 Deferred Prosecution Agreement Breaches with Ericsson

ARDX

Ardelyx [bio]

Reports Fourth Quarter and Full Year 2022 Financial Results and Provides Business Update

HII

Huntington Ingalls Industries

HII and Ocean Aero to Partner on Advanced Unmanned Maritime Capabilities

ILMN & MYGN

Illumina & Myriad Genetics

Expand partnership to broaden access to HRD testing in the United States

Strategic partnership offers a unique combination of diagnostic development and commercialization capabilities to the pharmaceutical industry

AZN SS | AZN LN | AZN & MRK

AstraZeneca & Merck

Update on US regulatory review of Lynparza in combination with abiraterone for mCRPC

PHIA NA | PHG

Koninklijke (Royal) Philips

Showcases comprehensive cardiology portfolio designed to increase physician confidence and efficiency in diagnosing and treating cardiac disease at ACC/WCC 2023

GEHC

GE HealthCare

Advantus Health Partners and GE HealthCare Announce Multi-Year Agreement to Expand Access to Healthcare Technology Management Services

The two companies will offer healthcare organizations a holistic program that goes beyond the traditional break-fix approach to medical device maintenance
Advantus Health Partners will leverage the expanded relationship to support quality care and sustainable cost reductions for its clients

MTNB

Matinas BioPharma [bio]

Announces that MAT2203 Will Be Featured in Two Oral Presentations at ECCMID

BMY & JNJ

Bristol Myers Squibb & Janssen (J&J)

Collaboration Launches Pivotal Phase 3 Librexia Clinical Trial Program Evaluating Milvexian, an Investigational Oral Factor XIa Inhibitor

VERV

Verve Therapeutics [bio]

Provides Pipeline Progress and Reports Fourth Quarter and Full Year 2022 Financial Results

MOR GY | MOR

MorphoSys [bio]

Stops Work and Operations on Pre-Clinical Research Programs

*ARTICLES, ETC.*

Endpoints

UK and pharma (generic and branded) going to war..

UK government plans to hike revenue clawback rates beginning in April

Roche, Exelixis' Tecentriq/Cabometyx combo flunks second PhIII

Nature

Pablo Escobar’s ‘cocaine hippos’ spark conservation row

Researchers worry Colombian environment ministry will side with animal-rights activists rather than curb the invasive animals’ spread.

Bloomberg

What Now for a Fed That Has Fallen Behind the Curve Again?

The central bank downshifted rate increases too early and now faces a set of dilemmas and another knock to its credibility. - El-Erian

Who Owns Train Cars? Hint: Usually Not the Railroad

Private owners such as shippers and lessors account for about two-thirds of the cars operating on North American tracks, and maintenance obligations typically fall to them.

Blackstone Defaults on Nordic CMBS as Property Values Wobble