Michael Severino

September 25, 2026

Sarepta settles patent dispute with REGENXBIO for $39M. Sarepta Therapeutics has resolved all ongoing patent litigation with REGENXBIO through a $39 million settlement. The agreement includes a clause where REGENXBIO agrees not to sue Sarepta over existing Elevidys or AAVrh74-based capsids. This development removes a significant legal uncertainty surrounding the company's key product, allowing Sarepta to focus on presenting new neuromuscular data at an upcoming scientific meeting.

October 5, 2026

Avantor to Report Q3 2026 Earnings on October 28. Avantor has scheduled its third-quarter 2026 earnings release for Wednesday, October 28, 2026. Recent coverage notes that the company led peer groups in research tools and consumables during the second quarter. The stock is currently trading near the lower end of its 52-week range, with analysts maintaining a wide target price spread.

October 17, 2026

Viatris Wins FDA Approval for RYZUMVI and Advances Pacira Deal. Viatris secured U.S. FDA approval for RYZUMVI, a treatment for presbyopia, which is relevant to its partnership with Opus Genetics. The company is also moving forward with a deal involving Pacira, a development analysts are watching closely. These moves add to the company's pipeline and strategic direction.

October 16, 2026

AbbVie Gains from Oncology Trial News and Dividend Appeal. AbbVie’s recent oncology trial results suggest the stock may be undervalued, with a 51% risk reduction in diffuse large B‑cell lymphoma. Its 4.47% dividend yield and 16.4‑times earnings valuation attract income‑focused investors. Analysts compare AbbVie to peers like Pfizer and Merck, noting its outperformance this year. The stock sits near the top of its 52‑week range, adding context to the valuation debate.