Stockwinners Market Radar for March 12, 2025 - Earnings, Upgrades downgrades, option trades, Best Stock Advisory Service |
GOOG... | Hot Stocks20:49 EDT Fly Intel: Top five weekend stock stories - Catch up on the weekend's top five stories with this list compiled by The Fly: 1) The Department of Justice, DOJ, dropped a proposal to force Alphabet's Google (GOOGL) to sell its investments in AI companies to boost competition in online search, Jody Godoy of Reuters reports. 2) A federal judge certified a class action accusing Boeing (BA) of prioritizing profit over safety and overstating its commitment to safe aircraft prior to the January 2024 mid-air cabin panel blowout, Reuters reports. 3) Kantar is set to be broken up and sold by Bain (BCSF) and WPP (WPP), Ivan Levingston and Daniel Thomas of The Financial Times reports. 4) Baidu (BIDU) announced the pricing of its $2B in aggregate principal amount of exchangeable bonds due 2032. 5) Jefferies analyst Linda Tsai upgraded MAA (MAA) to Buy from Hold with a price target of $190, up from $148.
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REGN SNY | Hot Stocks18:35 EDT Regeneron, Sanofi presents results from ADEPT Phase 2/3 trial on Dupixent - Regeneron Pharmaceuticals (REGN) and Sanofi (SNY) presented positive results from the pivotal ADEPT Phase 2/3 trial evaluating the investigational use of Dupixent in adults with moderate-to-severe bullous pemphigoid. The data were shared in a late-breaking oral presentation at the 2025 American Academy of Dermatology, AAD, Annual Meeting. BP is a chronic, debilitating and relapsing skin disease with underlying type 2 inflammation and characterized by intense itch and blisters, reddening of the skin and painful lesions. The ADEPT trial met all primary and key secondary endpoints, enrolling 106 adults with moderate-to-severe BP who were randomized to receive Dupixent 300 mg every two weeks after an initial loading dose or placebo added to standard-of-care oral corticosteroids, OCS. During treatment, all patients underwent a protocol-defined OCS tapering regimen if control of disease activity was maintained. Sustained disease remission was defined as complete clinical remission with completion of OCS taper by week 16 without relapse and no rescue therapy use during the 36-week treatment period.
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ALMS | Hot Stocks18:34 EDT Alumis announces data from the OLE of its Phase 2 STRIDE trial - Alumis announced positive 52-week data from the open-label extension, OLE, of its Phase 2 STRIDE clinical trial evaluating ESK-001 in patients with moderate-to-severe plaque psoriasis. The results were presented during a late-breaking session at the 2025 American Academy of Dermatology Association, AAD, Annual Meeting in Orlando, Florida. These data demonstrated that patients receiving 40 mg twice daily dosing of ESK-001 achieved long-term sustained or increasing clinical responses through Week 52 compared to Week 12 as measured by PASI 90, PASI 100, and sPGA 0. At Week 52, patients maintained robust clinical improvements in control of itch and quality-of-life. Treatment with ESK-001 continued to be generally well tolerated at week 52, with safety and tolerability consistent with previously reported Week 16 and Week 28 data and no new safety findings.
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MDT | Hot Stocks18:30 EDT Medtronic releases two-year results of SMART trial for TAVR - Medtronic released the two-year results of the SMall Annuli Randomized To Evolut or SAPIEN, SMART, Trial, the largest international head-to-head comparative trial of transfemoral transcatheter aortic valve replacement, TAVR. In patients with aortic stenosis and a small aortic annulus, results showed comparable composite outcome of mortality, disabling stroke, and heart failure hospitalization, and continued superior valve performance as measured by bioprosthetic valve dysfunction, BVD, at two years for Evolut TAVR compared to SAPIEN. The late-breaking science was presented at the Cardiovascular Research Technologies, CRT, 2025 conference in Washington, D.C. The SMART two-year data demonstrated that Evolut TAVR continues to show significantly less BVD, which can be a predictor of adverse outcomes1, compared to SAPIEN TAVR. Additional results demonstrated that Evolut TAVR showed the following relative to SAPIEN TAVR: Five times less prosthetic valve thrombosis; Nine times less hemodynamic structural valve dysfunction.
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LLY INCY | Hot Stocks18:29 EDT Incyte, Eli Lilly present results from Phase 3 BRAVE-AA-PEDS study - Late-breaking results from Eli Lilly and Company (LLY) and Incyte (INCY) found adolescent patients with severe alopecia areata, AA, treated with once-daily, oral baricitinib 4 mg and 2 mg saw clinically meaningful improvements in hair regrowth on the scalp, eyebrows and eyelashes at Week 36. Findings from the Phase 3 BRAVE-AA-PEDS study were presented in a late-breaker presentation at the American Academy of Dermatology, AAD Annual Meeting taking place March 7-11 in Orlando. At Week 36: 60.0% of patients receiving baricitinib 4 mg and 36.9% of patients receiving baricitinib 2 mg saw at least a 50% improvement in their disease compared to 5.7% on placebo. 42.4% of patients receiving baricitinib 4 mg and 27.4% of patients receiving baricitinib 2 mg achieved 80% or more scalp hair coverage, compared to 4.5% on placebo. 36.5% of patients receiving baricitinib 4 mg and 21.4% of patients receiving baricitinib 2 mg had 90% or more scalp hair coverage, compared to 2.3% on placebo. 50.0% of patients receiving baricitinib 4 mg and 24.1% of patients receiving baricitinib 2 mg achieved significant eyebrow regrowth compared to 0% on placebo. 42.9% of patients receiving baricitinib 4 mg achieved significant eyelash regrowth, and 25.5% receiving baricitinib 2 mg saw improved eyelash regrowth, compared to 14.0% on placebo.
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QTTB | Hot Stocks18:27 EDT Q32 Bio presents results from SIGNAL-AA Part 2a trial of bempikibart - Q32 Bio announced additional results from Part A of its SIGNAL-AA Phase 2a clinical trial of bempikibart in patients with alopecia areata, AA, at the 2025 American Academy of Dermatology, AAD, Meeting in Orlando, FL. Bempikibart is a fully human anti-IL-7Ralpha antibody that re-regulates adaptive immune function by blocking IL-7 and TSLP signaling that is in development for the treatment of AA and currently being evaluated in a Phase 2 program. Results presented in AAD late-breaker demonstrate bempikibart's encouraging improvement on SALT reduction at week 24 and continued effects after dosing cessation in patients with severe and very severe alopecia areata. Durable, ongoing responses in multiple patients through week 36 follow-up period and beyond to week 55, despite only 24 weeks of dosing, suggestive of potential for remittive effect; multiple inbound patient requests to re-initiate dosing. Bempikibart development program remains on track with open-label extension study to initiate in 1H'25; SIGNAL-AA Part B remains on track for initiation of dosing in 1H'25, with topline data expected in 1H'26.
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JNJ | Hot Stocks18:25 EDT Johnson & Johnson announces new icotrokinra data from Phase 3 program - Johnson & Johnson announced new icotrokinra, JNJ-2113, data from its comprehensive Phase 3 clinical program and the start of the first-ever head-to-head study in plaque psoriasis, PsO, seeking to demonstrate the superiority of an oral pill, icotrokinra, compared to an injectable biologic, ustekinumab. Icotrokinra is a first-in-class investigational targeted oral peptide that selectively blocks the IL-23 receptor and is being studied in adults and adolescents 12 years of age and older with moderate-to-severe plaque PsO.
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AMGN | Hot Stocks18:24 EDT Amgen, Kyowa announces new results from ongoing ROCKET Phase 3 study - Amgen (AMGN) and Kyowa Kirin (KYKOF) announced new results from the ongoing ROCKET Phase 3 clinical trial program evaluating rocatinlimab, an investigational T-cell rebalancing therapy targeting the OX40 receptor, in moderate to severe atopic dermatitis. The IGNITE study, which evaluated two dose strengths of rocatinlimab, met its co-primary endpoints and all key secondary endpoints, achieving statistical significance for both rocatinlimab dose strengths versus placebo. IGNITE was a 24-week, randomized, placebo-controlled, double-blind study to assess the efficacy, safety and tolerability of rocatinlimab monotherapy every 4 weeks in 769 adults with moderate to severe AD, including patients previously treated with a biologic or systemic Janus kinase inhibitor medication.
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INCPF | Hot Stocks18:21 EDT InnoCare Pharma announces the data of TYK2 inhibitor ICP-488 - InnoCare Pharma announced that the data of the novel TYK2 inhibitor ICP-488 developed by the Company for the treatment of patients with moderate-to-severe plaque psoriasis has been released at the 2025 American Academy of Dermatology, AAD, Annual Meeting as a late-breaking oral presentation. The study results demonstrated that ICP-488 is highly effective in treating psoriasis patients at both 6 mg QD and 9 mg QD doses. Moreover, ICP-488 exhibited favorable safety and tolerability profiles, reinforcing its potential as a valuable treatment option for moderate-to-severe psoriasis patients. A total of 129 psoriasis patients were randomized into three groups to receive once daily oral doses of ICP-488 at 6 mg, 9 mg, or placebo for twelve weeks. The primary endpoint was the percentage of subjects who achieved at least a 75% improvement from baseline in the Psoriasis Area and Severity Index score at week 12.
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INCY | Hot Stocks18:20 EDT Incyte announces results from Phase 3 TRuE-PN trial - Incyte announced results from its pivotal Phase 3 TRuE-PN clinical trial program -TRuE-PN1 and TRuE-PN2 studies - evaluating the safety and efficacy of twice-daily ruxolitinib cream 1.5%, a topical JAK1/2 inhibitor, in adult patients with prurigo nodularis. The positive TRuE-PN1 data were presented as a late-breaking oral presentation at the 2025 American Academy of Dermatology, AAD, Annual Meeting, being held March 7-11, 2025, in Orlando. The TRuE-PN1 study met its primary endpoint demonstrating that significantly more PN patients who applied ruxolitinib cream 1.5% versus vehicle control achieved a greater than or equal to4-point improvement from baseline in Worst-Itch Numeric Rating Scale at Week 12. Significant itch improvements were observed with ruxolitinib cream 1.5% versus vehicle control at Day 7, with numerical improvements versus vehicle control reported at earlier timepoints. Additionally, the TRuE-PN1 study met all key secondary endpoints, including:
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BMY | Hot Stocks18:19 EDT Bristol Myers announces data from Phase 3 POETYK PsA-2 - Bristol Myers Squibb announced positive data from the Phase 3 POETYK PsA-2 trial evaluating the efficacy and safety of Sotyktu in adults with active psoriatic arthritis. The POETYK PsA-2 trial met its primary endpoint, with a significantly greater proportion of Sotyktu-treated patients achieving ACR20 response compared with placebo at Week 16. The overall safety profile of Sotyktu through 16 weeks of treatment was consistent with that established in a Phase 2 PsA clinical trial and Phase 3 moderate-to-severe plaque psoriasis clinical trials. Additionally, treatment with Sotyktu met important secondary endpoints across PsA disease activity at Week 16, demonstrating improvement across clinical signs and symptoms, extra-articular manifestations and patient-reported outcomes. Significantly more Sotyktu-treated patients achieved a Psoriasis Area and Severity Index 75 response compared with placebo.
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OGN | Hot Stocks18:17 EDT Organon announes results from analysis of Phase 3 ADORING 3 study - Organon announced results from an analysis of the Phase 3 ADORING 3 open-label, long-term extension study evaluating VTAMA cream, 1% once daily in adults and children 2 years of age and older with atopic dermatitis, also known as eczema. The findings demonstrate that AD disease activity remained mild in patients who had achieved treatment success and subsequently entered a treatment-free interval lasting on average 80 days. These results were presented during a late-breaking research session today at the 2025 American Academy of Dermatology Annual Meeting. The new results demonstrate that, at the end of the first treatment-free interval, which lasted an average of 79.8 consecutive days, 84% of patients had a vIGA-AD score of 2. Itch, which was assessed with the patient reported Peak Pruritus Numerical Rating Scale score ranging from 0 to 10, remained low with a mean weekly PP-NRS score of 2.9. The mean Eczema Area and Severity Index score was 3.4, indicating mild disease.
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