Biotech

US stocks

2026-09-29 13:31:43

US stocks open mixed as uniQure drops 39% and Summit Therapeutics gains 19.2%

US stocks opened mixed, according to market data cited by ChainCatcher from Gate. At the open, the Dow Jones Industrial Average fell 0.1%, the S&P 500 rose 0.13%, and the Nasdaq gained 0.3%. Among individual names, biotech company uniQure fell 39% after 48-month data for its Huntington’s disease gene therapy failed to reach statistical significance. Summit Therapeutics rose 19.2% after AstraZeneca had proposed a $2 billion investment in the company to jointly develop an anticancer drug. The moves highlighted sharp divergence between the broader US equity benchmarks and select biotech stocks at the open.

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Bitcoin

2026-09-29 13:27:58

Scaramucci says Solari Capital sees Bitcoin as a core hedge against monetary debasement

AJ Scaramucci, founder of Solari Capital, outlined the firm’s investment thesis in a Bitcoin Magazine program that described Bitcoin as a central position in its broader view of exponential technology. The episode said Solari Capital has emerged from stealth with $350 million deployed across artificial intelligence, biotechnology, and Bitcoin. According to the program summary, Scaramucci’s framework centers on what Solari calls a “programmable reality” thesis. In that view, exponential gains in computing power are turning biology, matter, intelligence, and finance into programmable systems. Bitcoin, in that setup, is presented as a core bet against monetary debasement. The episode also mapped out a wider set of topics tied to that thesis, including programmable matter, robotics, embodied AI, physical superintelligence, humanoid robots, lessons from Waymo, scarcity versus abundance, frontier AI labs, open source development, collectibles as cultural stores of value, the dinosaur fossil market, tokenized private shares, and the future of IPOs. Bitcoin Magazine also included a disclaimer stating that the views expressed are those of the participants and do not necessarily represent BTC Inc. or affiliated entities, and that the content should not be treated as investment, legal, tax, or accounting advice.

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OpenAI

2026-09-28 04:03:09

OpenAI-backed biotech startup to begin human trials of antibody drug next year

A biotech startup backed by OpenAI is set to begin human clinical trials of an antibody drug next year, according to The Wall Street Journal. The company uses artificial intelligence to speed up drug development, and its candidate therapy will be tested against a specific disease. The update points to a new step for OpenAI’s involvement in AI-assisted drug discovery. The reported trial marks a move beyond early-stage research and toward clinical translation. While the report did not name the company or disclose the disease target, it said the candidate drug is being advanced with the help of AI tools designed to shorten parts of the research and development process. The development highlights how artificial intelligence is being applied in biotechnology as companies push drug candidates from lab work into human testing.

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Anthropic

2026-09-20 00:45:26

Anthropic sets up Bay Area wet lab, says facility is not dedicated to drug discovery

Anthropic has quietly established a wet lab in the San Francisco Bay Area, according to Reuters, marking a step beyond computer-based biology work into physical experimentation. People familiar with the matter said the company is trying to involve AI systems such as Claude in running experiments and has made life sciences one of its main investment areas, though it has not disclosed specific programs or research milestones. Eric Kauderer-Abrams, Anthropic’s head of life sciences, confirmed the company has a wet lab and said biology still has to be tested in real laboratories. He said Anthropic is using a model common in biotech, with some work done internally and some handled by outside partners. A company spokesperson later clarified that the current lab is not specifically for drug discovery, and Anthropic is not running clinical trials at this stage. The company has also been expanding its life sciences push through Claude Science, the addition of Novartis CEO Vas Narasimhan to its board, and the acquisition of Coefficient Bio. At the same time, Anthropic is exploring lab automation, including the possibility of having Claude guide robots in experiments, while saying human oversight remains a safety requirement. Kauderer-Abrams said life sciences is already one of the company’s largest areas of investment in both people and resources.

310

Goldman Sachs

2026-09-03 06:06:15

Goldman Sachs refreshes its high-conviction U.S. buy list, adds Vertex and removes Interactive Brokers

Goldman Sachs updated its U.S. high-conviction buy list for September, keeping the roster at 23 stocks while adding Vertex Pharmaceuticals and removing Interactive Brokers Group. In its Sept. 1 monthly report, the bank said the entire gain in U.S. equities during August was concentrated in the first two trading days of the month. After that, markets drifted into a summer trading range, with risk assets lacking a clear direction even after Nvidia delivered strong earnings. Goldman said the 10-year Treasury yield rose 9 basis points from the start of the month, Brent crude was little changed, and gold, silver and Bitcoin gained 9%, 22% and 24%, respectively. Against what it described as a catalyst vacuum, the firm argued that better opportunities may lie in companies undergoing material change that could set a new direction for the fourth quarter. Goldman highlighted Vertex as the most notable addition, with analyst Salveen Richter pointing to five potential multi-billion-dollar commercial opportunities across cystic fibrosis, pain, kidney disease, hematology and endocrinology. The report also reviewed strong August performers such as Estée Lauder, DoorDash and TPG, while maintaining buy views on laggards including Viking Holdings and Applied Materials despite recent stock pressure.

800

Anthropic

2026-09-01 18:45:59

Anthropic launches Claude Fable 5.1 and Mythos 5.1 with 75% lower cache read costs

Anthropic said on Sept. 1 that it has released Claude Fable 5.1 and Claude Mythos 5.1, two models built on the same underlying architecture but separated by different safety guardrail levels. The company said the update raises performance in coding and long-horizon reasoning while sharply reducing cache read pricing from about $1 to $0.25, a 75% cut. Anthropic estimates the pricing change could lower average costs by about 25% for typical workloads and by as much as 45% for highly agentic workflows that repeatedly call context. Fable 5.1 keeps the prior base pricing of $10 per million input tokens and $50 per million output tokens, supports a default 1 million-token context window, and allows users to adjust reasoning depth through the effort parameter. Anthropic also said false positives in cybersecurity protections for Fable 5.1 have been reduced by about 60%. Separately, Mythos 5.1 is being offered through invitation-only Trusted Access Programs for approved cybersecurity and life sciences institutions, with the company highlighting results in protein binder design and GPU kernel optimization. Anthropic also said it supports C2PA watermarking, complies with the European Union AI Act, and has introduced anti-distillation restrictions for new API accounts created since late August.

910

Trade.xyz

2026-08-27 14:55:45

Trade.xyz lists XBI perpetual market with up to 10x leverage

Trade.xyz said on Aug. 27 that it has launched a perpetual market tied to the State Street SPDR S&P Biotech ETF, known by its ticker XBI. The product offers up to 10x leverage and is available for trading around the clock, seven days a week, throughout the year. According to the announcement, XBI in this market represents one share of the State Street SPDR S&P Biotech ETF and is denominated in U.S. dollars. The underlying ETF is listed on NYSE Arca and tracks the S&P Biotechnology Select Industry Index. The index uses a modified equal-weighting methodology and covers biotechnology companies in the U.S. market. The listing adds a biotech equity-linked perpetual product to Trade.xyz’s offering, with continuous access outside standard stock market trading hours.

930

Biotech

2026-08-26 01:46:35

Biotech shares rally across U.S. and Hong Kong as Moderna jumps 14% and CanSino rises more than 17%

Biotech stocks posted sharp gains across U.S. and Hong Kong markets on Aug. 26, according to market data cited by BlockBeats. Moderna (MRNA) closed up 14.36% in U.S. trading with turnover reaching $7.636 billion, while Merck (MRK) gained 3.84%. The move followed a recent joint announcement from Moderna and Merck that their first personalized mRNA cancer therapy, intismeran autogene, succeeded in a global Phase III clinical trial for high-risk melanoma. After that update, several major banks raised their price targets on Moderna, including Bank of America, Piper Sandler, Goldman Sachs, JPMorgan, and Barclays. In Hong Kong trading, CanSino Biologics rose 17% after the open, while Innovent Biologics gained more than 10%, Everest Medicines rose more than 7%, Akeso climbed more than 6%, and RemeGen advanced more than 4%. CanSino also said its subsidiary CanSino Shanghai had formally signed a strategic framework agreement with DeepVessel Biopharma to jointly develop and commercialize personalized therapeutic mRNA tumor vaccines.

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