Healthcare

● Disc Medicine received a Complete Response Letter for bitopertin in EPP in February 2026, but a June 2026 FDA Type A meeting aligned that a successful Phase 3 APOLLO study could support a CRL response, with topline data expected in the fourth quarter …

● Guardant Health reported second-quarter 2026Revenueof $335.0 million, up 44% year over year, and raised full-year 2026 revenue guidance to $1.36 billion.

● Ionis Pharmaceuticals reported second-quarter 2026Revenueof $268 million, up 56% year over year, and guided full-year 2026 revenue to $875 million to $900 million while targeting cash-flow breakeven in 2028.

● Capricor Therapeutics' deramiocel faced a negative FDA advisory committee vote (3 in favor, 9 against) on July 29, 2026, but the agency extended the PDUFA target action date to November 22, 2026 after a major amendment submission.

● TransMedics Group reported second-quarter 2026Revenueof $189.9 million, up 21% year over year, and raised the low end of full-year 2026 revenue guidance to $737 million to $757 million.

● Arvinas won FDA approval in August 2026 for VEPPANU (vepdegestrant), described as the first approval for a PROTAC-class protein degrader, and licensed global rights for the drug to Rigel Pharmaceuticals.

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