Direxion S&P Biotech Bull 3X

Revolution Medicines Pancreatic Cancer Drug Trial Shows Positive Results, US Cancer Center Launches Expanded Access Plan Amid Stock Fluctuation

Biogen Finalizes Acquisition Agreements with Apellis: Establishes SYFOVRE Milestone CVR and Secures $2 Billion Loan

US Clinics Race to Enroll Patients in Revolution Medicines Pancreatic Cancer Drug Early Access Plan After FDA Approval

Apellis Pharma released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 268.3 M (forecast USD 203.29 M), actual EPS USD 0.1461 (forecast USD -0.3526)

Revolution Medicines released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 0 (forecast USD 2.425 M), actual EPS USD -2.2908 (forecast USD -1.8344)

Revolution Medicines Submits NDA for Daraxonrasib

Revolution Medicines reports Q1 operating loss of $445.222 million

TG Therap released FY2026 Q1 earnings on May 6 During-Market (EST), actual revenue USD 204.92 M (forecast USD 201.21 M), actual EPS USD 0.1199 (forecast USD 0.2719)

Revolution Medicines Exec Exercised Stock Options and Sold Shares

Revolution Medicines to release FY2026 Q1 earnings on May 6 After-Market EST, forecast revenue USD 2.425 M, EPS USD -1.8392

TG Therap to Release FY2026 Q1 Earnings on May 6 During Market Hours (EST), Forecast Revenue USD 200.92 M, EPS USD 0.2719

Revolution Medicines Sues Erasca for Patent Infringement, Stock Rises

Mizuho Maintains Buy Rating on Revolution Medicines, Targeting $185

Revolution Medicines Releases RM-055 Preclinical Data

Revolution Medicines Publishes Clinical Data for Daraxonrasib in Treating Pancreatic Cancer

Revolution Medicines issues $250 million convertible senior notes

Revolution Medicines' daraxonrasib shows positive results in pancreatic cancer phase III trial

Biogen plans to acquire Apellis

Tema Etfs LLC Reduced Holdings in Revolution Medicines, Inc.

Biogen to acquire Apellis Pharmaceuticals for $41 per share

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

GCL Global

Arcadia Biosciences

MetaVia

Silexion Therapeutics

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

Pinned News

置顶新闻

Eton Pharmaceuticals Adds Another 2026 Launch As It Secures U.S. Rights To IMPAVIDO

ETON

IBBQ

LABU

SBIO

ARKG

Eton Pharmaceuticals has secured exclusive U.S. rights to IMPAVIDO, the only FDA-approved oral therapy for leishmaniasis, set for launch on September 26, 2026. This agreement enhances Eton's rare-disease portfolio, which includes ten marketed products and four in late-stage development. CEO Sean Brynjelsen emphasized IMPAVIDO's critical role in their orphan-focused model. Eton's stock closed at $32.89, up 1.23%, and rose to $33.91 in after-hours trading.

nasdaq

Eton Pharmaceuticals

Invesco Nasdaq Biotechnology ETF

Invesco Biotechnology & Genome ETF

iShares Biotechnology ETF

Health Care Select Sector SPDR

ALPS Medical Breakthrough

VanEck Biotech ETF

VG Health

Proshares Ultra Nasdaq Biotech

iShares US Pharma

SPDR S&P Biotech

Ark Genomic Revolution ETF

First Trust NYSE Arca Biotech Index Fd

Nasdaq

ELIL

LLYX

Engage Biologics Inc. has been acquired by Eli Lilly and Company for up to $202 million to enhance the development of non-viral genetic medicines. Engage's Tethosome platform aims to improve DNA delivery's potency, tolerability, and redosability. The acquisition combines Engage's innovative technology with Lilly's extensive genetic medicine capabilities, promising to accelerate the development of new genetic therapies.

Fidelity

Eli Lilly

Direxion Daily LLY Bull 2X Shares

Defiance Daily Target 2X Long LLY ETF

Engage Bio Acquired by Lilly to Accelerate Development of Non-Viral Genetic Medicines

Guardant Health announced that the US FDA has approved its Guardant360 Liquid CDx, a liquid biopsy test for non-small cell lung cancer and colorectal cancer. This test offers enhanced genomic profiling from a single blood draw and can detect circulating tumor DNA with greater sensitivity. It assesses a 100-times wider genomic footprint than its predecessor and delivers results within seven days. Following the announcement, shares rose over 5% in premarket trading.

Guardant Health

iShares Genomics Immunology and Healthcare ETF

Guardant Health Says US FDA Approved Liquid Biopsy Test

Bristol Myers Squibb (BMY) is partnering with Anthropic to implement its Claude AI model for over 30,000 employees, aiming to enhance drug discovery and development processes. The initiative includes using Claude Code for various functions, moving beyond simple chatbot applications. BMY shares rose 1.74% to close at $58.31.

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Bristol Myers Squibb

Direxion Pharma & Medical Bull 3X

iShares Global Healthcare

NVIDIA

Bristol-Myers Squibb Company

NVIDIA Corporation

BMY Stock Rises as Bristol Myers Brings Anthropic's Claude AI to 30,000 Employees

CDXS

Codexis showcased its ECO Synthesis RNA manufacturing platform at TIDES USA 2026, highlighting advancements in siRNA synthesis with phosphorothioate stereochemistry control and a novel single-nucleotide enzymatic initiation method. The company reported over a 50% reduction in global warming potential compared to traditional methods.

PUBT

Codexi

Codexis spotlights siRNA stereochemistry control at TIDES USA 2026

SKYE

Skye Bioscience has opened enrollment for Cohort 2 of its CBeyond Part C Expansion study, increasing the weekly IV dosing of nimacimab to 600 mg after a safety review. This decision follows favorable safety findings from Cohort 1 at 400 mg, with no reported neuropsychiatric adverse events. The study aims to compare nimacimab monotherapy with placebo over 15 weeks, supporting further development of a CB1 approach in obesity.

Skye Bioscience

Skye Bioscience opens higher-dose Cohort 2 in nimacimab obesity Phase 2a study

159859

Upsher-Smith, a subsidiary of Bora Pharmaceuticals, has launched a generic version of Restasis (cyclosporine ophthalmic emulsion) 0.05% in the US, following FDA clearance for its ANDA in January 2026. The US market for cyclosporine ophthalmic emulsion is valued at approximately $1.9 billion, according to IQVIA data.

Proshares UltraShort Nasdaq Biotech

Tianhong CNI BIOMEDICINE ETF

Guotai CSI Bio-medicine ETF

ChinaAMC SSE Health Care ETF Initiating Fund

E Fund CSI 300 Health Care ETF

IQVIA

Upsher-Smith launches Restasis generic cyclosporine ophthalmic emulsion 0.05%

INCY

Incyte has expanded its collaboration with Genesis Molecular AI, paying USD 120 million upfront, which includes USD 80 million in cash and USD 40 million in equity. The partnership aims to broaden the use of the GEMS platform across more targets, with potential milestone payments exceeding USD 1 billion. Incyte retains exclusive rights to develop and commercialize products from this collaboration.

Incyte

Incyte expands Genesis Molecular AI collaboration, pays USD 120 million upfront

RLAY

Relay Therapeutics (NASDAQ: RLAY) experienced a significant increase in options trading, with 5,007 put options bought, marking a 573% rise from the average daily volume. The stock traded up to $12.74, with a market cap of $2.44 billion. Analysts have mixed sentiments, with price targets ranging from $18 to $26. The company also announced a proposed $175 million common-stock offering, which may dilute existing shareholders.

Market Beat

Relay Therapeutics

UBS Group AG

Oppenheimer

KBC Group

Relay Therapeutics Sees Unusually Large Options Volume (NASDAQ:RLAY)

JUNS

Jupiter Neurosciences has agreed to pay $3.33 million for exclusive U.S. rights to PharmAla's ALA-002, a next-generation MDMA drug. The deal includes $1.5 million in cash and $1.83 million in stock, with additional milestones and royalties. ALA-002 is recognized by the FDA as a Novel Chemical Entity, offering improved safety and reduced abuse potential. Jupiter will place $600,000 in escrow upon signing, with definitive agreements expected within 90 days, pending approvals.

Jupiter Neurosciences

Jupiter Neurosciences agrees to pay $3.33 million for exclusive US rights to PharmAla’s ALA-002

The 2026 Milliman Medical Index reveals that healthcare costs for an average American family have reached $37,824, marking a 7.9% increase—the highest in over a decade. Key drivers include a 14.8% rise in pharmacy costs, influenced by GLP-1 drugs, and a 7.5% increase in outpatient facility costs. The report highlights the role of AI in optimizing billing processes, contributing to this significant cost growth.

- The Milliman Medical Index for 2026 reveals that healthcare costs for an average American family have reached $37,824, marking a 7.9% increase, the highest in over a decade.  
- Contributing factors include a 14.8% rise in pharmacy costs driven by GLP-1 drugs and high-cost specialty medications, alongside a 7.5% increase in outpatient facility costs.  
- Additionally, the introduction of artificial intelligence in billing processes is noted as a significant new factor in these rising costs.

MorningStar

Novo Nordisk AS

SPDR S&P Health

Direxion Daily LLY Bear 1X Shares

Defiance Daily Target 2X Long NVO ETF

SPDR Pharmac

Milliman Medical Index: Healthcare costs for an American family reach $37,824 in 2026

JustGetHigher

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sentinel

@Biotech rebound play worked nicely. Stayed patient through dip, added conviction, exited with profit. Risk managed, momentum confirmed, discipline pays off consistently.

The biotech sector is really like a roller coaster ride, with XBI seeing large capital outflows and LABU leveraged ETFs plummeting... Despite all analysts saying this sector is worth watching in 2026, why is the short-term performance so disappointing? After tasting the bitterness of volatility, I finally understand making money isn't that easy. But perhaps with more patience, we might still see a turnaround. Everyone, hold tight and keep watching.

The process of building the investment portfolio in 2026 is quite different from previous years, mainly because I found it difficult to identify new stocks that meet my satisfaction in terms of win rate and odds, and are worth a large position from my circle of competence. In terms of results, the opening portfolio of 2026 doesn't seem to have changed much from the closing positions at the end of 2025.Overall, as briefly mentioned earlier, considering the combined effects of the election year, the change of the Federal Reserve chairman, and the typical strong government cycle, I think the overall capital policy environment for U.S. stocks will be more optimistic than in 2025 (hopefully no misjudgment). On the Hong Kong stock side, new stocks keep draining liquidity. Overall, I allocate 7:3 to U.S. stocks and China concept stocks. From the trend of interest rate changes, it doesn't seem advisable, but in the medium to long term, I think the cost of interest rates is acceptable relative to absolute returns. Specifically for U.S. stocks, gold, Bitcoin, financial innovation, oil and gas, etc., are still not my strengths. I might occasionally speculate on the sidelines, but they won't be included in the portfolio. XBI and LABU have rebounded enough, so I won't allocate them in 2026. Instead, I'll focus on AI.1. $Alphabet(GOOGL.US) , $NVIDIA(NVDA.US)  , and $Taiwan Semiconductor(TSM.US)  are still the absolute main large positions. The market consensus is that Alphabet is leading overall but not cheap, NVIDIA is quite controversial, and TSMC's geopolitical risks are hard to handle. Personally, I think Google's recovery is complete, but there's still about 30% room for improvement. I think NVIDIA is at a low point. In fact, it's now a competition between two major alliances: Google vs. NVIDIA+OpenAI. My view is that they will repeatedly outperform each other and eventually both grow. TSMC is the most stable, with its newly expanded capacity and 2nm mass production ensuring enough growth. As for geopolitical risks, I don't consider them. If the risks materialize, I think other stocks within my circle of competence won't be safe either.2. This year, AI undoubtedly needs to focus on application ROI and Agents. Overall, I favor 2B scenarios &gt; 2C scenarios and predict the most successful AI coding scenario, where Anthropic's lead will shrink. Apart from big players, the certainty of new players in this part is still unclear. The experience of independent applications like Cursor and Manus under the encroachment of LLM models is quite thought-provoking, and I have many ideas to expand on later. In terms of allocation, this is where 2026 differs most from 2025, but the overall position isn't high because it still doesn't feel very clear. Specific names include Apple, PATH, FIGMA, and ServiceNow.

Destiny Tech100

Alphabet - C

Figma

Taiwan Semiconductor

Alphabet

Apple

$Direxion S&amp;P Biotech Bull 3X(LABU.US)You're even stronger than AI, hitting new highs without any pullback these two weeks

It took two months to go from 100% to 200%.$AMD(AMD.US)$Alphabet(GOOGL.US)$Direxion S&amp;P Biotech Bull 3X(LABU.US)

GraniteShares 2x Long AMD Daily ETF

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Under the pressure of interest rate cuts, small-cap stocks like $SPDR S&amp;P Biotech(XBI.US) are rising much faster than large-cap stocks like $Alphabet(GOOGL.US)😂

The impact of interest rate cuts on small and mid-cap biotech stocks in the US market is immediate$Direxion S&amp;P Biotech Bull 3X(LABU.US)$SPDR S&amp;P Biotech(XBI.US)

Adjusting the portfolio again, cutting $AMD(AMD.US) in half. Chasing some $SPDR S&amp;P Biotech(XBI.US)$Direxion S&amp;P Biotech Bull 3X(LABU.US), waiting for the market to continue trading on rate cut and recession expectations.