🔥 biotech 핫 테마 분석

S-Class [NTRA] Natera GAAP EPS of -$0.47 beats by $0.04, revenue of $752.75M beats by $91.46M

S-Class [CYTK] Cytokinetics GAAP EPS of -$1.50 beats by $0.14, revenue of $28.6M beats by $11.14M

S-Class [INSM] Insmed surges on raised Brinsupri sales forecast, Q2 beats

S-Class [LLY] The divide between Eli Lilly and Novo Nordisk is widening after their latest earnings

As Lilly widens its lead in the obesity race, Novo is still racing to win back market share and restore investor confidence in its pipeline.

S-Class [LLY] BMO raises Eli Lilly stock price target to $1,400 on drug strength

[MRNA] Moderna wins U.S. FDA approval for first mRNA-based flu vaccine

S-Class [ARQT] Arcutis raises 2026 net revenue guidance to $525M-$540M as ZORYVE demand expands and telehealth launches