Destiny Pharma - XF-73 Nasal Readying For Phase III (Sponsored Research, TP £1.20, 7pgs)

With Destiny yet to strike a deal for XF-73 Nasal that would deliver sufficient value for shareholders, they have issued a strategic update to the market. The top priority is to advance XF-73 Nasal into Phase III studies, which they want to achieve by 2025. While a licensing deal is one possible route, the company is also considering a self-funded option. However, in the meantime, the Phase III study has been redesigned to address feedback from potential partners, cutting the projected cost by over half. Patients will be recruited from indications with higher rates of post-surgical infections ...

2025 outlook for datacenter AI, BEVs slow, Hybrids accelerate, AMD GPUs, and much more. The Weekly Wrap-Up.

NSR Policy: ACP’s Perils of Pauline

In this Weekend Update, we review the multiple activities affecting the prospects for an ACP extension, including one legislative solution that was pulled from a mark-up, a Senate hearing on the subject, and an effort to attach an extension to FAA reauthorization. Our bottom line remains: 1. With the ACP funds about to run out, recipients in May or June are likely to start having to make hard choices about what they are willing to pay for. 2. We agree with the consensus in government and industry that Congress is highly unlikely to provide an extension, but efforts will continue, as the numb...