Analysts discussed the innovation trade, potential restrictions on US-China biotech collaboration via PDUFA reauthorization and Treasury's NPRM, and key upcoming readouts: BMS/JNJ's milvexian (Q1 2027), Summit's ivonescimab (H2 2026/H1 2027), and Moderna/Merck's cancer vaccine (renal cell data end-2026/early 2027). Cardiology trial disappointments were noted but large markets remain attractive.
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