Category Reports Biotech

PMV Pharmaceuticals is a precision oncology company built around rezatapopt (PC14586), an oral small-molecule reactivator of p53 designed for tumors harboring the TP53 Y220C mutation. The story matters because TP53 is one of the most important tumor suppressor genes in cancer biology, and because PMV has now moved from mechanism-only interest into clinically visible efficacy data. The company’s registrational PYNNACLE study has produced an overall 34% ORR across evaluable Phase 2 patients and a 46% ORR in the ovarian cohort at the September 4, 2025 cutoff, with the company later reporting a 50% ORR in the same ovarian cohort after that cutoff. FDA Orphan Drug Designation granted on March 2, 2026 adds meaningful regulatory support. PMV says it plans to submit an NDA in Q1 2027 for platinum-resistant/refractory ovarian cancer with TP53 Y220C mutation.

March is packed with biotech catalysts, but for many retail traders the shortlist comes down to three names: Lantheus, Aldeyra and Rocket Pharmaceuticals. They are very different stories — one radiopharma platform name, one dry-eye binary, one rare-disease gene-therapy approval setup — but all three have the ability to move fast around FDA timing, market expectations and headline interpretation.

Two months after the FDA’s complete response letter on tabelecleucel for EBV+ PTLD, Atara and partner Pierre Fabre are back in Washington with a Type A meeting request and a thick briefing book. The goal is simple but ambitious: convince the agency that the data set behind EBVALLO, already approved in Europe, can still support a viable U.S. path despite the sudden change of tone on the ALLELE trial.

Altimmune closes 2025 with $274 million in cash and short-term investments and roughly $340 million pro forma after a January 2026 direct offering, while its lead asset pemvidutide moves toward a global Phase 3 trial in MASH and a key Phase 2 readout in alcohol use disorder (RECLAIM) expected in Q3 2026.

Positive topline Phase 2 results from a Columbia University-led study suggest that BXCL501 may match or outperform lofexidine in opioid withdrawal, with a cleaner tolerability profile. But BioXcel is still a small-cap with a fragile balance sheet: can this new data point reshape the long-term story for IGALMI/BXCL501 and the broader pipeline?

BriaCell Therapeutics Corp. is a clinical-stage immuno-oncology company developing cell-based therapies for advanced breast cancer and other solid tumors. The core asset, Bria-IMT™ plus a checkpoint inhibitor, is in a pivotal Phase 3 study (BRIA-ABC) in heavily pre-treated metastatic breast cancer (MBC) under FDA Fast Track designation.

Deep dive after the March 4, 2026 Phase IIa update of Namodenoson in advanced pancreatic ductal adenocarcinoma (PDAC), with a full look at pipeline, balance sheet, governance, bull & bear case, and retail sentiment.