The business of antibody discovery
Stock movement, M&A, drug approvals, and earnings across the companies actually building, manufacturing, and commercializing therapeutic antibodies. Curated. No fluff. Prices updated 2026-04-26 22:36 UTC.
News digest
- Reuters BUZZ-India's Glenmark Pharma gains on hopes of licencing deal with Sanofi - Reuters SNY
- Financial Times Bristol Myers Squibb and Pfizer to Make Eliquis® (apixaban) Available via Mark Cuban Cost Plus Drug Company - Financial Times BMYPFE
- Financial Times Atrium Therapeutics Earns $15 Million Milestone Payment from Bristol Myers Squibb Under Global Cardiovascular Collaboration – Company Announcement - FT.com - Financial Times BMY
- BioPharma Dive Sanofi MS drug rejected in US gets an endorsement in Europe - BioPharma Dive SNY
- Reuters Regeneron wins FDA approval for first gene therapy for genetic hearing loss - Reuters REGN
- Bloomberg Regeneron to Offer Hearing-Loss Therapy for Free After FDA Nod - Bloomberg REGN
- Financial Times WuXi Biologics Receives South Korea MFDS GMP Certification to Enable Commercial Manufacturing of Bispecific Antibody Therapeutics – Company Announcement - FT.com - Financial Times 2269.HK
- BioPharma Dive FDA approves Regeneron’s hearing loss gene therapy - BioPharma Dive REGN
- Financial Times Press Release: Sanofi and Regeneron’s Dupixent approved in the US as the first biologic medicine for young children with uncontrolled chronic spontaneous urticaria – Company Announcement - FT.com - Financial Times SNYREGN
- Reuters Sanofi's solid earnings set stage for new CEO after drug trial 'setbacks' - Reuters SNY
- Financial Times [Ad hoc announcement pursuant to Art. 53 LR] Roche reports strong sales growth of +6% at constant exchange rates in the first quarter of 2026; -5% in CHF due to the significant appreciation of the Swiss franc – Company Announcement - Financial Times RHHBY
- Fierce Biotech Sanofi CFO defends Hudson’s Dupixent legacy, but accepts ‘number of setbacks’ in R&D - Fierce Biotech SNY
- BioPharma Dive Sanofi posts upbeat sales as R&D pressure builds - BioPharma Dive SNY
- Financial Times Twist Bioscience to Report Fiscal 2026 Second Quarter Financial Results on Monday, May 4, 2026 - Financial Times TWST
- Financial Times WuXi Biologics Chengdu Microbial Commercial Manufacturing Site Achieves Structural Completion and Key Equipment Arrival – Company Announcement - FT.com - Financial Times 2269.HK
- Fierce Biotech Pfizer cans work on next-gen conjugate in cancer patients - Fierce Biotech PFE
- BioPharma Dive Roche, facing biosimilar threats, puts faith in new cancer and obesity drugs - BioPharma Dive RHHBY
- Reuters Roche submits multiple sclerosis drug fenebrutinib to regulators despite patient deaths - Reuters RHHBY
- BioPharma Dive Merck adds to pharma’s AI push; Roche details MS drug results - BioPharma Dive RHHBY
- Financial Times Pfizer Showcases Oncology Innovation and Next-Generation Pipeline at ASCO 2026 – Company Announcement - Financial Times PFE
- Freerepublic.com Fact Sheet: President Donald J. Trump Announces Deal with Regeneron to Bring Most-Favored-Nation Pricing to American Patients REGN
- Reuters Regeneron to offer prescriptions at most favored nation prices, Trump says - Reuters REGN
- Fierce Biotech From debt to ‘acceptable’ prices: Roche CEO lists 3 reasons for sitting out Big Pharma M&A spree - Fierce Biotech RHHBY
- BioPharma Dive Drugmaker AbbVie chooses North Carolina for $1.4B manufacturing campus - BioPharma Dive ABBV
- Financial Times Regeneron Announces Investor Conference Presentations - Financial Times REGN
- Reuters Fact Check: Video shows Pfizer CEO in 2018 discussing pill with sensor for mental illness, not new Pfizer drug - Reuters PFE
News updated 2026-04-26 22:40 UTC. Sources: NewsAPI + Reuters/Bloomberg/FT via Google News RSS.
Companies I track
Curated list of the 33 companies whose moves shape antibody discovery — by category, with why each one matters.
Big Pharma
Keytruda (pembrolizumab) — world's #1 antibody franchise by revenue.
Humira (adalimumab), Skyrizi, Rinvoq — historically dominant immunology antibody portfolio.
Opdivo (nivolumab), Yervoy (ipilimumab) — checkpoint inhibitor pioneer.
Genentech antibodies, oncology market leader, broad biologics franchise.
Cosentyx (secukinumab), Kesimpta — biologics across immunology and neurology.
Dupixent (dupilumab) co-developed with Regeneron — fastest-growing immunology antibody.
Donanemab (Alzheimer's), mirikizumab (UC), broad antibody pipeline.
Imfinzi (durvalumab), Enhertu ADC — oncology biologics leader.
Stelara, Tremfya, Darzalex — multiple billion-dollar antibody franchises.
Antibody Pure-Play
Dupixent (with Sanofi), Eylea — pure antibody-discovery powerhouse.
DuoBody bispecifics platform, Darzalex co-developed with J&J.
Immune repertoire sequencing, clonotype tracking — directly relevant to discovery infrastructure.
Neurological / amyloid antibodies, partnered with Roche on prasinezumab.
Infectious-disease antibodies (sotrovimab), broad antiviral platform.
Computational checkpoint discovery, partnerships with BMS and AstraZeneca.
AI-Native Platform
Generative AI for de novo antibody design — direct peer to ENPICOM in the AI tooling layer.
AI-driven drug discovery, image-based phenotyping — broader than antibodies but adjacent.
Computational drug design, physics-based + ML — used widely by big pharma.
Tools / Platform
Single-cell sequencing — backbone of many antibody-discovery workflows.
Synthetic DNA for antibody libraries, partnership with biopharma.
SPR (surface plasmon resonance), mass spec — affinity and characterization.
Sequencing infrastructure for repertoire and discovery work.
Ultra-sensitive Simoa immunoassay — biomarker quantification at low abundance.
CDMO
World's largest biologics CDMO by capacity.
Major Asia-Pacific biologics CDMO, geopolitical exposure (BIOSECURE Act).
Biologics CDMO arm of Fujifilm — capacity expansions in US/UK/Denmark.
Disclaimer. This page is editorial, not investment advice. Prices are end-of-day snapshots refreshed weekly. Currency is the listing exchange's native currency. Tickers are illustrative; many companies trade on multiple exchanges.