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

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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置顶新闻

Radnor Capital Management LLC Has $1.65 Million Stock Holdings in West Pharmaceutical Services, Inc. $WST

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SBIO

Radnor Capital Management LLC increased its stake in West Pharmaceutical Services, Inc. (NYSE:WST) by 130.6% in Q4, now holding 6,000 shares valued at $1.65 million. Other institutional investors also raised their positions. West Pharmaceutical's stock opened at $304.31, with a market cap of $21.50 billion and a P/E ratio of 40.68. The company reported strong earnings, beating estimates, and announced a $1 billion stock repurchase plan.

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Relay Therapeutics reported a 60% response rate in its Phase 2 trial of zovegalisib for PIK3CA-driven vascular anomalies, with significant lesion shrinkage and symptom improvement in evaluable patients. The interim safety profile supports chronic dosing, and expansion cohorts are now using lower-dose regimens for adults and adolescents, while pediatric dose-finding continues.

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Relay Therapeutics

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Health Care Select Sector SPDR

Ark Genomic Revolution ETF

Relay Therapeutics reports 60% response rate in Phase 2 zovegalisib vascular anomalies trial

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Bayer AG announced that the U.S. FDA has granted Priority Review for Asundexian, an oral Factor Xla inhibitor aimed at preventing secondary strokes. This follows positive results from the Phase 3 OCEANIC-STROKE trial. The Priority Review designation highlights the urgency for new secondary stroke prevention methods. Stroke is a leading cause of death in the U.S., with 795,000 cases annually. Bayer's stock closed at $11.02, up 1.10%.

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Bayer AG

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Bayer Granted Priority Review For Asundexian In Secondary Stroke Prevention

TLSA

Tiziana Life Sciences reported positive data from its expanded-access program for intranasal foralumab in 14 patients with non-active secondary progressive multiple sclerosis. The treatment was well tolerated, with no new safety concerns, and patients showed trends toward stabilizing disability and improvements in fatigue. The company supports further development but notes the small dataset limits conclusions.

Tiziana Life Sciences

Invesco Nasdaq Biotechnology ETF

Tiziana reports positive expanded-access data for intranasal foralumab in non-active SPMS

LTRN

Lantern Pharma has successfully cleared key protocol changes for its Phase 2 HARMONIC trial of LP-300, focusing on a specific EGFR mutation in never-smokers with advanced non-small cell lung cancer. The study will shift to a single-arm design to expedite enrollment and improve data clarity. Treatment duration will be extended, with further clinical updates expected in the second half of 2026.

Lantern Pharma

Lantern Pharma shifts LP-300 Phase 2 HARMONIC trial to single-arm L858R focus

Resona Asset Management Co. Ltd. reduced its stake in Danaher Corporation (NYSE:DHR) by 12.7% in Q4, now holding 448,050 shares valued at approximately $102.77 million. Other institutional investors have also adjusted their positions. Analysts have lowered price targets for Danaher, with a consensus rating of 'Moderate Buy' and a price target of $238.65. Danaher reported a quarterly EPS of $2.06, exceeding estimates, and announced a quarterly dividend of $0.40.

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WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

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Resona Asset Management Co. Ltd. Cuts Position in Danaher Corporation $DHR

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Genentech presented new clinical data for giredestrant, an oral breast cancer drug, ahead of the ASCO 2026 meeting. The Phase III lidERA study will assess benefits across pre- and post-menopausal patients, supporting an FDA submission. Results from the persevERA study, despite missing its main goal, show numerical improvement in endocrine-sensitive disease. Additional analyses from the evERA trial will extend evidence for giredestrant in advanced breast cancer. Early safety and efficacy data for a HER2-targeted therapy will also be presented.

Roche

Genentech says Phase III lidERA data support giredestrant in early ER+ breast cancer

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ProShare Advisors LLC increased its stake in Gilead Sciences, Inc. by 39.1% in Q4, acquiring 623,752 shares, bringing its total to 2,217,290 shares valued at $272.15 million. Other institutional investors also adjusted their holdings. Gilead's stock opened at $129.67, with a market cap of $160.99 billion. The company reported $2.03 EPS, exceeding estimates, and announced a quarterly dividend of $0.82 per share.

Gilead Sciences

Gilead Sciences, Inc.

ProShare Advisors LLC Buys 623,752 Shares of Gilead Sciences, Inc. $GILD

Wave Life Sciences announced positive results from the RestorAATion-2 trial, showing that WVE-006 effectively restores M-AAT levels and reduces Z-AAT levels. In the 200 mg biweekly cohort, M-AAT reached 64% of total, while Z-AAT decreased by 71%. The 400 mg monthly dosing also showed significant results. The treatment was well tolerated with no liver toxicities. The company anticipates FDA feedback on accelerated approval by mid-2026 and plans to present further data in H2 2026.

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Wave Life Sciences

Bioshares Biotech Clinical Trials Fd

Wave Life Sciences posts positive RestorAATion-2 data; WVE-006 restores M-AAT, cuts Z-AAT, supports monthly dosing

NTHI

NeOnc Technologies Holdings, Inc. reported progress in its glioma programs, completing a Phase 1 study of NEO212 and enrolling in a Phase 2a trial of NEO100. The company improved its financial position with a $10 million PIPE financing and reduced its quarterly net loss to $8.8 million. Analysts rate NTHI stock as a Buy with a $20.00 target, though concerns about financial performance persist. NeOnc focuses on CNS cancers, developing drugs under FDA Fast-Track status.

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Neonc Tech

NeOnc Advances Glioma Programs and Strengthens Financial Position

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Neurocrine Biosciences, Inc. presented new findings on INGREZZA's impact on mild tardive dyskinesia at the APA 2026 meeting, showing significant improvements in patient functional status. The company also completed its acquisition of Soleno Therapeutics for $2.9 billion, enhancing its rare disease portfolio. INGREZZA is FDA-approved for treating tardive dyskinesia and chorea associated with Huntington's disease. Neurocrine's stock closed at $157.21, down 0.76%, but rose 0.50% in after-hours trading.

Neurocrine Biosciences

Soleno Therapeutics

Neurocrine Unveils New INGREZZA Findings In Mild Tardive Dyskinesia At APA 2026; Closes Soleno Deal

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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

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Alphabet

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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)

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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.