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Medicus Pharma CEO Dr Raza Bokhari joined Steve Darling from Proactive to discuss a transformative agreement with Pfizer that significantly strengthens the company’s position in precision oncology and provides key resources to advance its lead cancer program. Under the development and licensing agreement, Medicus has secured rights to a CD228-targeted antibody-drug conjugate (ADC) program, while Pfizer is contributing approximately $2 million in development funding, along with inventory and infrastructure support. Bokhari described the transaction as a major milestone that effectively provides the company with the resources needed to continue development from where Pfizer concluded its Phase 1 dose-escalation work. The CD228-targeted ADC is being developed for the treatment of solid tumors, including refractory melanoma, and now represents the centerpiece of Medicus’ evolving oncology strategy. Bokhari said the agreement allows the company to move forward with a capital-efficient approach while leveraging the extensive scientific and clinical groundwork already completed by Pfizer. Beyond oncology, Medicus continues to make progress with its SkinJect program, which is focused on the treatment of basal cell carcinoma and related conditions. Bokhari noted that final clinical trial results recently published on ClinicalTrials.gov identified the 200-microgram patch as the optimal dose for future registrational studies. The company is now concentrating its efforts on advancing SkinJect in patients with Gorlin syndrome, a rare genetic condition that can lead to the development of multiple basal cell carcinomas throughout a patient’s lifetime. Medicus is preparing to move forward with the FDA-approved pivotal SkinJect 005 study while simultaneously recruiting patients for the trial. At the same time, Bokhari said the company is positioning the broader nodular basal cell carcinoma opportunity for potential out-licensing, allowing Medicus to focus internal resources on the areas where it sees the strongest risk-adjusted return. To support the commercial potential of SkinJect, Medicus commissioned an independent reimbursement analysis that suggests the treatment could potentially achieve reimbursement levels of $25,000 or more per patient. Bokhari noted that the rare disease and potential pediatric disease characteristics associated with Gorlin syndrome could provide attractive regulatory and commercial advantages. He described SkinJect as “partner-ready” and indicated that the company is actively exploring opportunities to unlock additional value through strategic partnerships. Bokhari characterized the Pfizer agreement as a paradigm shift for Medicus, transforming the company into a precision oncology-focused biotechnology business while maintaining a disciplined approach to capital allocation. He compared the strategy to a Berkshire Hathaway-style model for drug development, where resources are selectively deployed into programs with the highest potential returns. #proactiveinvestors #nasdaq #mdcx #tsxv #mdcx #pharma #SkinJect #Pfizer #PrecisionOncology #Biotech #CancerResearch #ADC #Melanoma #DrugDevelopment #ClinicalTrials #SkinJect #GorlinSyndrome #Biotechnology #HealthcareInnovation #Oncology #LifeSciences

AbbVie (ABBV) has returned 23.3% over the past year, ahead of the S&P 500's (SPY) 18.5%, and the business behind that return has changed shape. Humira, the drug whose decline management once explained, took one sentence on the July 2026 earnings call. What that sentence no longer contains is the part a holder should look at.

Amgen (AMGN) trades at about $393 a share. On the last twelve months of adjusted earnings, that is a trailing multiple of about 23.3 times. With Prolia and XGEVA sales falling to biosimilar rivals, the multiple looks full. What the forecast underneath it asks for is a wider margin while the company funds MariTide.

Eli Lilly (LLY) stock has gained about 56% over the past year, moving from $722.65 to $1,123.91. Before that run the company was doing something strange. It was deliberately selling less medicine than people wanted to buy, and it kept saying so out loud.

On September 3, a caller asked whether to rotate out of artificial intelligence stocks and add to Eli Lilly and Company (NYSE:LLY) rather than chase Johnson & Johnson (NYSE:JNJ) or Cardinal Health (NYSE:CAH). Mad Money host Jim Cramer said: Well, I’ll tell you… I think it’s always good to look at Lilly as a stock […]

By Karen Roman Veraxa Biotech AG (Nasdaq: VRXA) said it appointed Raju Willener as Chief Financial Officer, having previously served as Director of Corporate Development at Exentis Group AG, before becoming its CFO in 2025. Mr. Willener has more than three decades of international financial leadership experience in global capital markets and all aspects of […] The post VERAXA Biotech Designates Raju Willener as CFO appeared first on ExecEdge.

Collecting $8,900 a month in retirement without selling shares sounds clean until you see what the biggest position in this seven-ticker setup actually pays when markets go quiet.

PFE's non-COVID growth, oncology pipeline and cost cuts offer a path forward as COVID sales fall and patent losses loom.

The beaten-down pharmaceutical stock was revived after it posted an estimates-beating quarter.

AbbVie (ABBV) trades at $256.46, roughly 96% of its 52-week high, after returning 24.1% over the past twelve months against 19.7% for the S&P 500. That price buys a business where about a third of guided 2026 revenue comes from one drug. The market reads that concentration as strength. It is worth reading it the other way too.

Pfizer's 6% dividend yield is enticing, but AbbVie's dividend growth is superior.

Moderna stock surges 143% in a month on positive cancer therapy results, but competition and valuation raise key questions for investors.

Merck (MRK) has returned about 85% over the past year and at about $150 trades roughly 4% below its 52-week high. A year ago, management spent earnings calls managing fallout from a steep drop in GARDASIL sales. That problem has left the lead. What management opens with instead is a much larger claim, and it settles years from now.

Medicus Pharma Ltd. (MDCX) has outlined a revised development strategy that makes CD228V, its second-generation antibody-drug conjugate targeting melanotransferrin/CD228, the company’s principal clinical programme.

Lilly is expanding its neuroscience pipeline through strong growth and M&A, aiming to build a new long-term driver beyond cardiometabolic therapies.

Why choose between double-digit percentage gains on stocks and insane 5.2%-plus yields on long-term Treasurys? You can have both.

The purchase adds an established hypertension brand to the company's cardiovascular range.

Pfizer's 5.91% yield draws most of the headlines, but a quietly rerated stock and a pipeline loaded with 2026 catalysts are building a separate case altogether for investors willing to look past the dividend.

The pharmaceutical stock is struggling, but its dividend can be highly valuable to income investors.

Trump's latest MFN drug-pricing deals create a mixed outlook for the broader healthcare sector ETFs.

AZN's Etcamah wins accelerated FDA approval for certain advanced breast cancer patients, backed by a 56% risk reduction in progression or death.

AbbVie's immunology pivot is offsetting Humira's decline, while Pfizer trades at half the valuation despite patent risks ahead.

Johnson & Johnson (JNJ) stock returned 59.9% over the past year, against 21.1% for the S&P 500. The company has a clean story for it. The biosimilar hit it had been bracing for arrived and was absorbed, and its talc litigation now has a proposed ending. Both are real. The first does not explain a move that size, and the second is not finished.

Pfizer shareholders are collecting a 6% yield while the stock bleeds value, and the CEO just made a bold promise about keeping that payout alive through what could be the company's toughest stretch in years.

Amgen's MariTide could target obesity with less frequent dosing, offering a convenience edge as competition from Lilly and Novo Nordisk intensifies.

The drugmaker is leaning on a better side effect profile compared to drugs from J&J, Pfizer and Regeneron as it pushes etentamig toward FDA submission.

Zanvastro is now the first approved medicine for Alexander disease. Elsewhere, an immune system specialist posted positive results and a cell therapy developer turned to layoffs.

Pfizer stock has quietly put up a 25.6% gain over the past year, yet broad valuation checks still do not flag it as either clearly cheap or clearly expensive. With mixed signals on value and fresh product news in the background, investors are weighing how much of the recent optimism is already reflected in the share price. The 25.6% 1 year return suggests sentiment toward Pfizer has improved meaningfully, which raises the bar for further upside driven purely by valuation. Approval of Pfizer...

Pfizer (PFE) has drawn fresh attention after the FDA approved its 2026 to 2027 COMIRNATY XFG COVID-19 vaccine formula for high risk age groups, adding a new chapter to the company’s vaccine story. Pfizer’s recent FDA approval adds to a string of positive updates that helped lift the share price to around a two year high, with a 30 day share price return of 13.38% and year to date share price return of 14.42%. The 1 year total shareholder return of 25.63% contrasts with a weaker 5 year total...

After a long bout with poor post-pandemic performance, the stock's starting to perk up. The question is, are other investors -- and analysts -- willing to stick their neck out any further anytime soon?