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Health Care Roundup: Market Talk
The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1610 ET – Jefferies pushes back the timing of first revenues from Neuren Pharmaceuticals’s trofinetide treatment for Rett Syndrome in the European Union following a setback in getting approval. Neuren says its partner, Acadia Pharmaceuticals, was recently informed by a key committee of the European Medicines Agency of a negative trend vote on its Marketing Authorization Application for trofinetide. Analyst David Stanton says this was likely due to concerns about the effect size of the confirmatory trial. “As a result of this news, and to be conservative, we now assume royalties from EU sales of trofinetide at start 4Q FY26,” Jefferies says. That’s six months later than its prior forecast. Jefferies cuts its FY 2026 net profit forecast for Neuren by 17% to A$48.1 million, from A$58.2 million. It retains a buy call on the stock. (david.winning@wsj.com; @dwinningWSJ)
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