Belite Bio Inc ADRBLTE
Mentioned
Impact on stocks 1
Health Care▲ · 1 stocks
Belite Bio Inc ADRTheme Impact 1
Off-coverage companies
Related news
▲
Eli Lilly Fair Value Rises to US$1,325.39 as Analysts Back GLP-1 Growth
Eli Lilly's updated fair value estimate has shifted from US$1,297.31 to US$1,325.39, with revenue growth moving from 13.98% to 14.17%, net profit margin from 41.26% to 42.01%, and future P/E from 28.66x to 28.85x, while the discount rate held at 7.24%. The revision sits alongside analyst price targets that often exceed US$900, with a cluster between US$1,300 and US$1,600, as firms including Citi, BMO Capital, RBC Capital, UBS, Morgan Stanley, Bernstein, Truist, Cantor Fitzgerald, BofA, Leerink and Berenberg raised targets into a range stretching from around US$1,135 to US$1,600. Guggenheim lifted its target to US$1,284, incorporating updated prescription and pricing assumptions and the reinstatement of Zepbound on the CVS formulary, while HSBC kept a Reduce rating even after raising its target to US$940, citing elevated sector multiples. The U.S. FDA granted full approval for Eli Lilly's Inluriyo in combination with Verzenio for adults with ER+, HER2-, ESR1-mutated advanced or metastatic breast cancer after progression on endocrine therapy, based on Phase 3 EMBER-3 data showing the combination doubled median progression-free survival versus Inluriyo alone. Eli Lilly also plans to present data on Mounjaro, Zepbound, Foundayo, retatrutide and eloraTZP at the European Association for the Study of Diabetes 2026 meeting in Milan, and Berenberg upgraded the stock citing weight-loss drug growth prospects, a pipeline described through 2030, and around US$60b committed to more than 25 business development deals this year, including acquisitions in sleep and cancer.
2
BioMarin Appoints Robert Plenge to Board and Science Committee
BioMarin Pharmaceutical has appointed Robert Plenge, M.D., Ph.D., to its Board and Science and Technology Committee, a move that sharpens attention on how governance aligns with the company's rare-disease portfolio. The appointment comes as BioMarin's shares have pulled back 7.77% over 30 days, even after a 16.91% 90 day share price return and a 17.62% total shareholder return over the past year. The company continues to draw interest around VOXZOGO data and its late-stage pipeline, including BMN 333 for achondroplasia, BMN 401 for ENPP1 deficiency, and label expansions for PALYNZIQ. Against a last close of $63.94, the most followed narrative values BioMarin at a fair value of about $91.42, framing the recent pullback as a potential discount. That narrative can change quickly if rare disease pricing pressure intensifies or if key trials and regulatory reviews hit setbacks.
▲5impact 4
Ultragenyx Wins FDA Approval for FAYUVI, First Sanfilippo Type A Treatment
Ultragenyx Pharmaceutical received full U.S. FDA approval in September 2026 for FAYUVI, also known as UX111, the first-ever treatment for pediatric patients with Sanfilippo syndrome Type A, a previously untreated ultra-rare and fatal neurodegenerative disease. The approval came with a Priority Review Voucher and expands Ultragenyx's commercial gene therapy portfolio and U.S. manufacturing footprint. The FAYUVI clearance follows the accelerated FDA approval of GENGLYCOS, also known as DTX401, for GSDIa in August 2026, giving the company two new gene therapies approved within weeks, each generating its own Priority Review Voucher. Ultragenyx's investment narrative projects $1.2 billion in revenue and $43.8 million in earnings by 2029, with a $27.00 fair value estimate implying 86% upside to the current price. The company's biggest immediate risk remains high cash burn and potential dilution if launches underperform or costs do not come down, with adoption, reimbursement and scaling of the new therapies shaping whether it can move closer to its 2027 profitability goal.