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Ivonescimab vs Keytruda: The High‑Stakes HARMONi‑3 Interim That Could Flip the Script for Summit Therapeutics -( $MRK $SMMT $IBB $XBI )

by John F. Heerdink, Jr. 3 days ago 172Views 0Likes

Summit Therapeutics’ (SMMT) latest tweak to its clinical playbook has turned what was already one of biotech’s higher‑stakes stories into something closer to appointment viewing for Wall Street. A Phase 3 Trial Adds a Plot Twist Summit now plans an interim progression‑free…

GeoVax Expands Gedeptin Strategy: Riding Merck’s Keytruda Wave in a $200 Billion IO Market -( $GOVX $MRK $IBB $XBI )

by John F. Heerdink, Jr. February 18, 2026 253Views 0Likes

GeoVax’s (NASDAQ: GOVX) latest move to lock down combination rights for its Gedeptin cancer platform reads less like a routine licensing notice and more like an oncology strategy upgrade—complete with optionality, IP leverage, and a quietly ambitious grab for front-line real estate…

Inside Biopharma’s 2025 Deal Wave: Record Licensing, Big Pharma M&A and a Frozen IPO Market -( $JPM $IBB $XBI $LLY $MRK $NVS $PFE )

by John F. Heerdink, Jr. January 21, 2026 176Views 0Likes

Biopharma spent 2025 behaving like a sector that has finally read the fine print on the cost of capital—and decided to let someone else pick up the bar tab. Licensing and M&A stepped into the role IPOs used to play, and did…

GeoVax Brings Its Differentiated Biotech Platform to Center Stage at J.P. Morgan Healthcare Week – Jan. 12-15 – ( $GOVX $MRK $IBB $XBI #JPM2026 )

by Vista Partners LLC January 6, 2026 94Views 0Likes

GeoVax Labs (NASDAQ: GOVX) is heading into the 44th Annual J.P. Morgan Healthcare Conference week ("JPM2026") in San Francisco, CA Jan. 12-15 with the kind of narrative biotech investors typically like to hear: a differentiated platform, large funded trials lining up, and…

Radiopharmaceutical Gold Rush: Why Wall Street Is Finally Paying Attention to Nuclear Medicine -( $BMY $NVS $TLX )

by Vista Partners LLC December 23, 2025 468Views 0Likes

Radiopharmaceuticals are quietly becoming the part of oncology that no longer sits in the hospital basement—capital, M&A desks, and regulators have all joined the tour. For investors, the space now looks less like a scientific hobby and more like a pipeline strategy…

Merck Mixes Up Its Pipeline With Cidara $9.2B Acquisition—GeoVax Keeps Driving Towards Value in the Vaccine Lane -( $MRK $CDTX $GOVX $IBB )

by Vista Partners LLC November 15, 2025 380Views 0Likes

Merck (MRK), ever the discerning giant of Big Pharma, has decided to join the prophylactic party by acquiring Cidara Therapeutics (CDTX) for a headline-grabbing $9.2 billion—a move that whispers both “strategic pipeline expansion” and “Keytruda’s patent clock is ticking, folks.” In a…

U.S. Based GeoVax Labs Seeks To Challenge Bavarian Nordic’s Vaccine Monopoly Amid $3 Billion Buyout – ( $GOVX $BVNKF $IBB $XBI )

by John F. Heerdink, Jr. September 22, 2025 292Views 0Likes

GeoVax Labs, Inc. (NASDAQ: GOVX), an American clinical-stage biotechnology company, is advancing its Modified Vaccinia Ankara (MVA) vaccine platform, positioning itself as a key domestic alternative to Europe's Bavarian Nordic in addressing critical global health threats such as Mpox and smallpox. This…

Reinventing Diabetes Care: Modular Medical’s Bold Bet on Simpler, Smarter Insulin Delivery – ( $MODD )

by John F. Heerdink, Jr. August 7, 2025 236Views 0Likes

Modular Medical (NASDAQ: MODD), a potential disruptor in diabetes care technology, is rapidly moving from visionary concept to tangible innovation as it propels its FDA cleared MODD1 insulin patch pump toward commercial launch. The company has recently validated its MODD1 cartridge manufacturing…

U.S.-Based GeoVax Emerges as Key Monopoly Challenger Amid $2.99B Bavarian Nordic Takeover – ($GOVX $IBB $XBI)

by John F. Heerdink, Jr. July 31, 2025 250Views 0Likes

Bavarian Nordic, a leading Danish vaccine manufacturer best known for its MVA-BN (Modified Vaccinia Ankara–Bavarian Nordic) smallpox and mpox vaccines, recently agreed to a $2.99 billion takeover by private equity firms Permira and Nordic Capital. Shareholders are being offered 233 Danish kroner…

Merck Sets Its Sights on Eyebiotech: Pharma Giant Eyes $1.3 Billion Move Into Vision Care

by John F. Heerdink, Jr. July 11, 2025 148Views 0Likes

Merck (MRK) is setting its sights on a new frontier—your eyes. The pharmaceutical heavyweight is on the verge of acquiring Eyebiotech, an ophthalmology biotech upstart, in a deal valued at a crisp $1.3 billion. If finalized, this move would mark Merck’s debut into the…

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