MOTT DAVID M

October 14, 2026

NVAX Rallies 16% on NIH Cancer Vaccine Push Reports. Novavax shares surged 16% as part of a broader rally in vaccine stocks, driven by reports that the NIH is planning a major push for cancer vaccines. This news lifted the entire sector, with peers like Moderna and Merck also seeing significant gains. The move pushed NVAX into overbought territory, with its RSI reaching 68.6, though it remains below the average analyst target price.

October 15, 2026

Ardelyx shares IBSRELA real-world data at ACG 2026. Ardelyx presented new real-world data at the ACG 2026 Annual Meeting showing that starting IBSRELA reduced healthcare resource use for patients with IBS-C. The company highlighted significant drops in GI-related medical visits and tests following treatment initiation. This clinical update adds to the evidence base for the drug's value in managing chronic gastrointestinal conditions.

October 11, 2026

Enliven's ENABLE-2 Trial Design Sparks New Questions. Enliven Therapeutics has clarified the design of its ENABLE-2 Phase 3 trial for relcobatinib in chronic myeloid leukemia, following questions raised by the trial’s structure. The company also confirmed FDA alignment on the study, while a separate patent dispute involving Halozyme and Merck has kept the leukemia treatment landscape in focus. These developments highlight the regulatory and strategic challenges Enliven faces as it moves toward clinical milestones.